GROWTH. TRANSFER. LEGACY.
Welcome to the XPX Atlanta! At the hub of the Southeastern United States business community, XPX Atlanta is ideally positioned to serve an extremely high concentration of family and privately-held businesses. Our board, membership, and sponsors are comprised of a high quality network of advisors and service providers focused upon collaboration and placing the clients’ interest at the center of all that we do.
Learn more about our membership benefits and options.
XPX Atlanta delivers a collaborative-based networking exchange, broad representation of exit planning competencies, and a bridge spanning value-building, value transfer, and life-legacy for business owners.
XPX Atlanta is fundamentally changing the trajectory of exit planning services in the Southeast United States.
Put the Client First
Think Long Term
Consider the Human Angle
Always be Learning
XPX is all about collaboration, learning and building relationships on behalf of our clients. XPX members are professional service providers who assist with business value growth, exit and succession planning, business value transfer, and business owner life and legacy. XPX Members put their clients first by collaborating with their advisory teams through all stages of the company’s life cycle.
Meet our Launch Sponsors
Membership: Robert Tankesley, Neri Capital Partners (Chair) | Jeffrey Leonard, Cohen Pollock Meriln Turner P.C
Governance: Michael Rosenthal, Fox Rothschild, LLP (Chair) | Jeffrey Leonard, Cohen Pollock Meriln Turner
Finance: James Trimble, Nease Lagana Eden & Culley (Chair) | Raymond Payne, Cerner Capital Management, LLC
Events: David Shavzin, Shavzin & Associates, Inc. (Chair) | Krystall Sanford, UBS Private Wealth Management | Gregg Ficery, Integgra Valuation & Advisory Services
Marketing: Eric Togneri, Neri Capital Partners (Chair) | Robert Tankesley, Neri Capital Partners
Sponsorship: Krystal Sanford, UBS Private Wealth Management (Chair) | David Shavzin, Shavzin & Associates, Inc. | Michael Rosenthal, Fox Rothschild, LLP
Engagement: Maria Forbes, Firepower Business Catalyst (Chair) | Lisa Payrow, Arnall Golden Gregory LLP