The Exit Planning Exchange (XPX) is network of nonprofit associations of diverse, middle-market advisors across 12 professions, who work collaboratively to help private companies build stronger businesses and prepare for and execute successful exit plans. Our member network shares expertise and knowledge, understanding a company’s entire life cycle, so they may assist clients with building business value, transferring ownership, and creating a legacy of success both personally and within their communities. 

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Professional Services

XPX - Exit Planning Exchange

XPX - Exit Planning Exchange's headquarters in Boston, MA, United States

Mary Adams

This department oversees strategic direction and policy-making for the organization.

Governance Council

The Community Engagement team at XPX fosters connections among members and stakeholders, enhancing collaboration and knowledge sharing across the diverse network of exit planning professionals. By organizing networking events, webinars, and community outreach initiatives, they promote engagement and support for best practices in business value creation, ownership transition, and legacy building within the private sector.

Community Engagement

This department focuses on managing sponsorships and membership engagement initiatives.

Sponsorship and Membership

This department oversees and coordinates the activities and governance of various chapters within the organization.

Chapter Leadership

This department is responsible for the strategic oversight and governance of the organization.

Executive Leadership

This department provides strategic direction and governance for the organization.

XPX - Exit Planning Exchange

Org chart

Teams

Governance Council

Community Engagement

Sponsorship and Membership

Chapter Leadership

Executive Leadership

Leadership Council

Offices

XPX - Exit Planning Exchange

Org chart

Teams

Governance Council

Community Engagement

Sponsorship and Membership

Chapter Leadership

Executive Leadership

Leadership Council

Offices

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