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Watch this discussion of the role of an exit planning advisor. While we started out talking about quarterbacks, we extended the analogy to architects and more. This program includes a robust discussion among senior advisors in attendance. The full video is available to your right. The slides with references are here.
Don’t miss this great discussion of the best value building methodologies among seasoned advisors who regularly work with clients in the lower/middle market to build realizable business value.
Last month, we featured a tip designed to help you find and connect with other members through our website. Unfortunately, one member embraced this too enthusiastically and used member emails from the website to send a mass email to many members across the network. We received a number of complaints and questions so we thought…
A really important benefit for XPX Members is your ability to quickly connect with any other XPX Member to access information or expertise. To connect with other Members: Search your Chapter or the XPX national directory by profession, expertise and/or industry experience Review the Members who come up in the list Click on any Member’s…
Advisory Services Risk Management – Advisor Stories In this interactive session, advisors in the lower middle market talk candidly about how they manage risk in their own practice. Topics include: Education/Risk Planning Engagement scoping Proposals/Contracts Practices/Processes Insurance Watch the video to hear their stories and advice!
XPX is a powerful ecosystem of advisors who are all focused on the success of companies in the lower middle market. As a member, you have an opportunity to contribute to and benefit from this ecosystem. Here are a three tips for getting the most out of your membership: 1. Attend Chapter meetings to learn and…
Our first principle at XPX is to “work collaboratively.” We talk about it as if it’s obvious, but it is a fundamental challenge that we all face in our work. During this webinar with our members, we discussed different types of collaboration, best practices for building a collaborative network, and ways to overcome the associated challenges. We…
You have access in your profile to every transaction you’ve made with XPX One of our most frequent requests from members and contacts is to download a receipt for a payment they have made to XPX. While we’re always happy to help, you can always do this yourself whenever you want. Just log into your…
Exit planning is an important part of every private company advisor’s practice. You can benefit from joining a good network. But what should you look for? This webinar will provide you with 10 question to ask about the organizations, their programming and business model. The goal is to help you find the right fit for…
XPX gives you visibility in a number of directories around our website. Because we have such a strong on-line presence, your profile in this directory can give you a lot of visibility and even shows up on Google for some of our Members. Is yours doing a good job for you? Here are some steps…
XPX Fairfield County Member Andrew Karlen shares his experience with certifications. He holds a CExP certifications from the Business Enterprise Institute (BEI? as well as a certificate from the Family Firm Institute (FFI). He talks about the rigor of the process to become certified and how he uses the methodology in just about all engagements in his…
Over the past year, we’ve complete our rollout of an automated renewal option for our Members. Over 90% of you have chosen to take advantage of this option offered through our payment provider, Stripe, a U.S. based company with the highest level of security certification. If you’ve taken advantage of this option, you don’t need…
As we expand beyond the U.S. with our Chapter footprint, we need to make sure that we comply with global data standards. Our Privacy Policy checked out pretty well but as we looked at it, we realized that it could be written better and more clearly. So we took some time last month to update…
7 Things Every Advisor Should Know The lower middle market (LMM) is a distinct market segment with unique characteristics. But it’s not that well understood and this lack of understanding means that companies in this segment often don’t get the level of attention and help they need. There are a lot of owners and managers of…
XPX is a tight network of like-minded advisors to privately-held businesses. We grow through word of mouth–by members inviting their colleagues to join a meeting. This helps XPX but it also helps you. If you are like most XPX members, you rely on referrals to get new business. So the stronger the network, the richer…
10 Lessons From 10 Years in 10 Markets 1. RIGHT INTENTION The first lesson is completely counter-intuitive: You can’t build a network for business if your only intention is just to get new business. It’s counterintuitive because a business network should, by definition, help your business. While that has to be part of what…
SHOW YOUR CLIENT THE POWER OF YOUR NETWORK! The articles and short videos in the Owners’ Academy are available free to everyone. But there is another great resource available to members only: the close to 20 videos of full exit planning programs produced by XPX Chapters. These include informative titles like: There are also five…
Did you know that you can share your video stories with our XPX community? We already have some great stories on the site including: A story of collaboration among three members of XPX Maryland A story from XPX Chicago about a failed acquisition that has a happy ending A story about two private company experts…
Lisa A.K. Kirchenbauer, CFP®, RLP®, CeFT® Founder & President of Omega Wealth Management, LLC in Arlington, VA was recently recognized at a gala luncheon in NYC as a 2018 Investment News “Women to Watch”. As one of 22 women selected from hundreds of nominations, Lisa has a been a leader in mentoring and encouraging women…
Did you know that you can access a full history of the events you have attended at XPX? All you have to do is: Log into your profile Click on your name Select View My Profile (see instructions here). Click on the Events tab to see your event registrations While there you can check payment…
XPX Fairfield County President Michael Clear talks about his work with companies and families preparing for transitions. While his legal practice focuses on trusts, the family’s journey is aided by many advisors, including accountants, valuation professionals, investment bankers, and consultants. Collaboration among these advisors is a core value of XPX and a value add by…
It’s easy to find and contact other XPX members! You can find other members several ways: Visit the Advisor Directory includes members from across our network Check out the Member Directories for each Chapter and search by name, profession, industry expertise Type a name or topic in the search box on the top right hand…
XPX Philadelphia President Steve Economou shares that raising your profile by contributing to XPX gets you more attention and emphasizes that getting to know and respect each other is key to getting the most out of XPX. 5:36
How can we as business owners and leaders use our positional power in ways that benefit our businesses and others? Being Kind is closely related to power, recognizing the power we have over others, and wielding it in ways that contribute to the big picture of Being Relational, maximizing well-being for ourselves AND others.