XPX Global

What XPX Global does

XPX Global (doing business as Exit Planning Exchange, and hereinafter referenced as "XPX") is a privately held Delaware limited liability company operating a multi-disciplinary membership association for professional advisors to privately-held U.S. businesses. Founded in 2006 and headquartered in Boston, Massachusetts, XPX runs 30+ local U.S. chapters (with chapters in development in Fort Worth, Piedmont Triad, and Utah) and serves advisors across twelve or more professions — accountants, attorneys, bankers, coaches, consultants, insurance providers, investors, M&A intermediaries, non-profits, valuators, virtual managers, and wealth planners — who in turn advise lower-middle-market private business owners through business value growth, ownership transfer, and legacy planning. The self-reported headcount range is 251–500, which likely spans HQ staff and distributed chapter coordinators. There is no evidence of venture capital or private equity backing, no M&A activity, and no disclosed financials.

The platform is built entirely on commodity third-party infrastructure. Wild Apricot provides member management, chapter websites, event registration, and member directories; WordPress hosts the public-facing Knowledge Exchange content library, which catalogs hundreds of articles, videos, case studies, and product guides organized under Owners' Academy, Advisor Academy, and Leadership Collaborative topics. Core products and add-ons include the Knowledge Exchange, the chapter network, the Advisor Resource Center (a vetted partner directory), the National Calendar, the Member Directory, the Power of Three structured networking program, the Emerging Professionals membership tier, and flagship annual events such as the XPX Greater Boston Annual Summit hosted at the offices of Morgan Lewis & Bockius LLP. There is no proprietary technology layer, no API surface, and no AI/ML capability inside the product.

The business model is community-led and runs on recurring chapter membership dues and chapter- and national-level sponsorships priced across Bronze, Silver, Gold, Executive, Accelerator, and Foundation tiers. The only publicly disclosed price point is the Emerging Professionals tier at $595 for three consecutive years; standard membership pricing is not publicly disclosed. Marketing channels are content-led (Knowledge Exchange, LinkedIn organic, email newsletters) and event-led (chapter events, annual summits, the XPX Next virtual conference), with sponsorships serving as a mid-funnel commercial lever via the Advisor Resource Center ecosystem.

Name

XPX Global

Legal name

XPX Global LLC

Website

https://exitplanningexchange.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

251–500 employees

Short description

XPX Global (Exit Planning Exchange) operates a multi-disciplinary membership network of professional advisors serving privately-held U.S. middle-market businesses through 30+ local chapters and a Knowledge Exchange content platform, monetized via recurring chapter membership dues and multi-tier sponsorships.

Ownership category

akta.pro rank

Product category

Professional Association Services

NAICS

Professional Organizations (81392)

SIC

Services-Membership Organizations (8600)

akta.pro primary industry

Learning Experience Platforms (LXP) & Learning Portals (EDAFAAAB)

Keywords

• Exit planning services
• Professional advisor network
• Business succession planning
• Membership association services
• Business value transfer

Headquarters

HQ city

Boston

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Chapter Membership Dues: Professional advisors and service providers pay recurring membership fees to join XPX chapters. Tiers include regular member, sponsor (Bronze/Silver/Gold/Executive/Accelerator/Foundation), and Emerging Professional (EP) discounted membership at $595 for 3 consecutive years. Membership grants access to chapter events, the Knowledge Exchange, peer networking, and member directories.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

XPX Global operates a multi-disciplinary membership association for professional advisors serving privately-held businesses through exit planning. Its core offering is local-chapter membership that grants access to networking events, the Knowledge Exchange content platform, peer referral networks across 12+ advisor professions, and the Advisor Resource Center of vetted partner solutions. Revenue is generated primarily through chapter membership dues and tiered sponsorships at the chapter and national levels.

Product overview

XPX Global operates as a multi-disciplinary membership network platform for exit planning advisors serving privately-held businesses. The core offering consists of a chapter-based community network spanning 26+ U.S. cities, combined with the Knowledge Exchange educational platform, Advisor Resource Center, and structured networking programs. The platform enables advisors to access Owners' Academy and Advisor Academy content tracks, connect through member directories, and participate in chapter events via the National Calendar. The Emerging Professionals membership tier provides discounted access for newer advisors, while the Power of Three Networking Program offers structured relationship-building among members.

Differentiator

Problem solved

Functional benefit

Products and services

• Knowledge Exchange Online content platform hosting hundreds of curated articles, videos, case studies, product guides, and member tips covering business value growth, business value transfer, and owner life and legacy topics, organized under Owners' Academy, Advisor Academy, and Leadership Collaborative categories.
• XPX Chapter Memberships Local chapter-based membership network across 30+ U.S. cities providing advisors with recurring networking events, educational programming, peer referrals, member directories, and collaborative environments for serving privately-held business clients through exit planning.
• Advisor Resource Center Curated directory of vetted partner resources including valuation tools (Aldridge Valuation Advisors, AMP Business Valuations, EvaluSys), wellness programs (Propel Comprehensive Wellness), fractional CFO services (FocusCFO, Level10 CFO), and practice management solutions (Value Builder System, ExitOnTop, The Training Doctor LLC, Insights7) for XPX members and their clients.
• Emerging Professionals Membership Special discounted membership category for the next generation of exit planning professionals aged 40 or younger or with less than 3 years of exit planning experience, priced at $595 for 3 consecutive years and non-renewable thereafter, with the same event and membership privileges as standard members.
• Power of Three Networking Program Members-only structured networking program bringing together small groups of advisors from different disciplines for a series of structured meetings to build deeper cross-professional relationships within a chapter.
• XPX Next Annual Virtual Conference National virtual half-day annual conference featuring expert-led panel discussions and real-world collaboration stories from XPX members on topics such as the state of the M&A market, sales strategy, exit planning, and AI applications for advisors and clients.
• XPX Greater Boston Annual Summit Annual flagship in-person summit hosted by the XPX Greater Boston chapter featuring expert-led sessions on exit planning and M&A market trends, with the 2025 summit drawing 150+ advisors and hosted by Morgan Lewis & Bockius LLP.

Quantifiable outcome

• XPX Greater Boston Holiday Party: 102 registered guests — record for a non-Summit event
• +2 more outcomes

Named customers28 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

29 partnerships are on record, tiered core, major and minor.

• Wild ApricotcoreTechnology or IntegrationXPX's member management platform, chapter websites, event registration system, and member directories are built on Wild Apricot software. This is the core infrastructure powering the XPX digital experience for all 30+ chapters and their members.
• WordPresscoreTechnology or IntegrationXPX's Knowledge Exchange content site and public-facing website are built on WordPress. The Knowledge Exchange hosts hundreds of curated articles, videos, and guides for members and the broader exit planning community.
• Morgan Lewis & Bockius LLPcoreStrategic or Co-development PartnerMorgan Lewis serves as the Platinum Annual Summit Host for XPX Greater Boston, providing their Boston office (One Federal Street) as the venue for the chapter's flagship annual event. They are the highest-tier sponsor of the summit and a key host sponsor.
• Shipman & Goodwin LLPcoreGTM or Marketing PartnerShipman & Goodwin LLP is a Gold sponsor of XPX Greater Boston chapter. Their representative Bill Rodgers is featured on the chapter page.
• Dunn Rush & Co. LLCmajorGTM or Marketing PartnerGregory Rush of Dunn Rush & Co. LLC is a Silver sponsor of XPX Greater Boston and a featured speaker/moderator at chapter events. The firm specializes in helping business owners understand the M&A process and increase business value before a liquidity event.
• McLane MiddletonmajorGTM or Marketing PartnerMcLane Middleton is a Silver sponsor of XPX Greater Boston and hosts chapter events at their Woburn office. John Colucci represents the firm at the chapter.
• Mohamed-Merola Private Wealth (JPMorgan)majorGTM or Marketing PartnerJustin Merola of Mohamed-Merola Private Wealth (a JPMorgan Private Bank team) is a Silver sponsor of XPX Greater Boston. They advise mature business owners on quantifying business value and developing transition strategies.
• Citrin CoopermanmajorGTM or Marketing PartnerMatthew Allison of Citrin Cooperman is a Silver sponsor of XPX Greater Boston. The firm helps business owners develop strategic plans to build business value.
• Middlesex Savings BankmajorGTM or Marketing PartnerMiddlesex Savings Bank is a Silver sponsor of XPX Greater Boston. Mark Diebus represents the bank, which provides $2–$25MM acquisition financing and working capital for middle-market companies and PE firms.
• Bank of AmericamajorGTM or Marketing PartnerBank of America is a Silver sponsor of XPX Greater Boston. Armen Krmzian's team offers tailored capital solutions to help businesses expand, refinance, or prepare for a sale.
• CFO CentermajorGTM or Marketing PartnerBrad Kayton of the CFO Center is a Silver sponsor of XPX Greater Boston. The CFO Center provides fractional CFO services to businesses needing that expertise.
• One 8 Solutions, LLCmajorGTM or Marketing PartnerOne 8 Solutions, LLC is a Silver sponsor of XPX Greater Boston. Jonathan Bello's firm helps businesses prepare for exit with clean books, reliable historical data, and financial oversight.
• Brown Brothers HarrimanmajorGTM or Marketing PartnerBrown Brothers Harriman is a Silver sponsor of XPX Greater Boston. Akhil Patel represents the firm, which provides unbiased advice for stewards of private businesses.
• LGAminorGTM or Marketing PartnerLGA is a Bronze sponsor of XPX Greater Boston. Arber Cufe represents the firm, advising on growth initiatives, M&A, exit planning, partnership disputes, and debt or investment financing.
• AAFCPAsminorGTM or Marketing PartnerAAFCPAs is a Bronze sponsor of XPX Greater Boston. Rich Weiner represents the firm, which evaluates the tax structure of business transactions.
• Sullivan & Worcester LLPcoreGTM or Marketing PartnerSullivan & Worcester LLP is a Bronze sponsor of XPX Greater Boston and hosts chapter events. Lew Segall provides experienced deal counsel for middle market transactions.
• Romero Solutions GroupminorGTM or Marketing PartnerRomero Solutions Group is a Bronze sponsor of XPX Greater Boston. Greg Romero helps family business clients with strategic planning, profitability, and organizational sustainability.
• Fox Rothschild LLPminorGTM or Marketing PartnerFox Rothschild LLP is a Bronze sponsor of XPX Greater Boston. Alex Khalarian is an M&A attorney handling business sales and acquisitions, serving the middle market.
• Kurtz Fargo LLPmajorGTM or Marketing PartnerKurtz Fargo LLP is an Accelerator sponsor of XPX Denver. Lexi Feack represents the firm, which provides professional tax planning, assurance, and advisory services tailored to emerging growth, small, and mid-sized businesses.
• GWS M&A AdvisorymajorGTM or Marketing PartnerGWS M&A Advisory is a Foundation sponsor of XPX Denver. Jonathon Rapacki provides experienced advisory support for buying or selling a business.
• Blue Sky Business GuidesminorGTM or Marketing PartnerBlue Sky Business Guides is a Foundation sponsor of XPX Denver. Katie Todd prepares business owners for an exit.
• Level10 CFOminorGTM or Marketing PartnerLevel10 CFO is a Foundation sponsor of XPX Denver. Zachary De Lisa provides fractional CFO services and insights into unique business problems.
• CrestPoint Law PLLCminorGTM or Marketing PartnerCrestPoint Law PLLC is a Foundation sponsor of XPX Denver. Kristen Burke provides legal advice in connection with selling or buying a small business.
• Doida Crow Legal LLCminorGTM or Marketing PartnerDoida Crow Legal LLC is a Foundation sponsor of XPX Denver. Trevor Crow is an M&A attorney helping buyers and sellers navigate the M&A process.
• ALKMY AdvisorsminorGTM or Marketing PartnerALKMY Advisors is a Foundation sponsor of XPX Denver. Jen Thompson provides consulting on Value Acceleration, M&A Integration, Strategy Planning & Execution, and Organizational Change Management.
• AMP Business ValuationsminorGTM or Marketing PartnerAMP Business Valuations is a Foundation sponsor of XPX Denver. Mark Ahern addresses questions regarding business valuation, value growth, or exit planning.
• The Kanthal GroupminorGTM or Marketing PartnerThe Kanthal Group is a Foundation sponsor of XPX Denver. Darren Kanthal provides advisory support for business owners.
• ApriominorGTM or Marketing PartnerAprio is a Foundation sponsor of XPX Denver. Matthew Pontiff provides valuation, tax, and accounting assistance to businesses.
• Advisor Resource Center Partners (ARC)majorGTM or Marketing PartnerXPX features an Advisor Resource Center with vetted resource partners including FocusCFO, Aldridge Valuation Advisors, The Value Builder System, Propel Comprehensive Wellness, National Center for Middle Market, IAMX, Insights7, EvaluSys LLC, ExitOnTop, The Training Doctor LLC. These partners are promoted through the platform and at events as recommended tools and services for XPX members and their clients.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Value Builder System: Value Builder System provides a proprietary business valuation and value-growth toolset used by advisors serving privately-held businesses — an overlapping audience and complementary offering to XPX's Knowledge Exchange.
• Pinnacle Business Guides: Pinnacle is a membership-based network of exit planning advisors organized into local chapters, with structured peer collaboration and content resources — a near-direct functional mirror to XPX.
• Business Enterprise Institute (BEI): BEI is one of the longest-running membership organizations specifically for exit planning advisors, offering training, certification, and a peer network — overlapping directly with XPX's advisor community and content mission.
• Exit Planning Institute (EPI): EPI provides exit planning training and a Certified Exit Planning Advisor (CEPA) designation, sharing the same advisor-training and exit-planning niche as XPX's Advisor Academy.
• Alliance of Merger & Acquisition Advisors (AM&AA): AM&AA is a membership association for M&A intermediaries and deal advisors with chapters, certifications, and educational programming — overlapping with XPX's M&A-intermediary and banker members.

Broad incumbents

• TIGER 21: TIGER 21 is a membership peer-group organization for high-net-worth individuals, many of whom are owners of privately-held businesses — overlapping in the owner/legacy-planning end-client segment XPX advisors serve.
• Strategic Coach: Strategic Coach operates a large paid membership of advisors and entrepreneurs in structured peer groups with content and tools — a broader incumbent operating in the same coaching/advisor space with a more developed product platform.
• Young Presidents' Organization (YPO): YPO is a global peer membership for chief executives with education, forums, and events — comparable in community-led, dues-funded model and member demographic, though broader in scope than XPX.
• Vistage: Vistage runs the largest peer advisory membership for CEOs and business owners, with paid chair-facilitated groups — a broader incumbent whose business-owner membership overlaps with XPX's downstream end-client market.
• Entrepreneurs' Organization (EO): EO is a global membership community for business owners with peer learning, events, and content — comparable in community-led GTM but oriented to owner-members rather than advisor-members.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCUk4mWs60fIttb0mHw8galg/videos
• LinkedInlinkedin.com/company/exit-planning-exchange
• Xx.com/XPXperts

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about XPX Global