XPX South Florida - Similar companies

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XPX South Florida

Financial Services ยท South Florida
Website: exitplanningexchange.com

XPX is a multi-disciplinary community of professional advisors who work collaboratively to help owners build valuable busines ... ses and assist them in preparing and executing a successful transition. Private company transitions require a broad view of the entire life cycle of a private company including: - Business value growth - Business value transfer - Owner life and legacy Our community includes advisors and owners in all stages of this process. Our members have specific areas of expertise as well as a holistic understanding of the breadth of challenges an owner faces throughout the stages of the private company life cycle. This helps XPX members to work in the best interest of their clients. Our Values - Work Collaboratively - Put the Client First - Think Long Term - Consider the Human Angle - Always be Learning We are unique in that we are the only open advisor network in the private company/business value transfer market. This means that we do not advocate a single approach or vendor. Instead, we endeavor to be a place where all advisors, owners and vendors can interact and collaborate. read more

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