Information. Solutions. And trusted guidance. It’s what private company owners in the heart of the middle market need – at all stages of growth. XPX was created to help you, their trusted advisor, bring it to them. We’re an open, multi-disciplinary association of experienced professional advisors working toward common goals: to help each other, lower middle market businesses, and local communities succeed.
XPX is where you’ll gain intimate access to and connect with a diverse group of experienced advisors from over twelve professions to help you marshal your private company clients through all the stages of business growth.
As the only open advisor network in the private company business value transfer market, XPX can offer you –
Access to a trusted community of diverse advisors. Need guidance for your clients or services beyond your specialty? XPX gives you the confidence and power to connect with experienced advisors you – and your clients – can trust.
Ongoing programs and networking opportunities. Every XPX chapter offers unique and regular programming to help you get to know other advisors, see how they think, and learn more about other aspects of the private company lifecycle.
Expert knowledge at your fingertips. Our unique Knowledge Exchange is the place where you can access over hundreds of resources with news, insights, trends, and best practices from other exit planning experts.
A powerful platform. Through regular meetings, networking, content contributions and leadership opportunities, XPX gives you unique ways to get your business in front of leading advisors and business owners.
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AlbuonStrategy Newsletter – October 2021 What is Your Organization’s Execution Intelligence? https://albu-strategymanagement.com/2021/10/what-is-your-organizations-execution-intelligence/ There are many different ways to measure one’s intelligence. Emotional intelligence is centered on being smart about feelings. Interpersonal intelligence deals with being smart socially. IQ tests measure smarts as defined by words or math. So, what is “execution intelligence” or XQ? XQ…
Perhaps no “market” has been more active in the last couple of years than Special Purpose Acquisition Corporations better known as SPAC’s. In the first quarter of 2021 alone, close to $30 Billion made its way into the public market through SPAC’s. Since then, the market has cooled a bit, but it is still considered…
A good offense always necessitates a good defense. Core mantra across all sports. So no surprise that in business the same holds true. It has been called many names, The Talent Tsunami, The Great Resignation, the Big Quit, or maybe best, The Great Discontent. Regardless, the war for Talent is very real. And while virtually…
This is the 4th in the case study series, built around the individuals found in the Charlotte case study. This event will focus on Retirement & Estate Planning / Personal Wealth Risk Mitigation for the principal owners. CLICK HERE TO DOWNLOAD THE CASE STUDY FOR THE EVENT. Meet our Speakers: Jim Benedict, CPA, CFP®, CEPA®SVP…
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