XPX Isn’t for Everyone
XPX is only for those who share our collaborative, long-term mindset.
Our members are not just individual accountants, attorneys, wealth planners, investors, or exit planners; they’re a collaboration of experienced, proven professional advisors who know they can accomplish more for their businesses, their private company clients – and the entire community – when they collaborate together. Membership in XPX is only for those who –
- Understand the vital role that established private companies play in helping building our local communities.
- Are focused on building relationships versus conducting transactions.
- See the big picture. They know that they can better serve their clients by having access to a trusted community of professional advisors who can help build business value, manage succession, and build owner legacy.
- Represent one of our 12 Advisor Professions (Accountants, Attorneys, Bankers, Coaches, Consultants, Insurance Providers, Investors, M&A Intermediaries, Non-profits, Valuators, Virtual Managers, Wealth Planners).
- Uphold the highest standards of professional integrity.
- See the value of having an open network to ensure there is no single approach or solutions provider to assisting private company owners.
- Know the business environment is always changing and need to keep abreast of the latest information to meet their clients demand.
- Are sponsored by existing XPX members.
- Adhere to our Five Core Advisor Principles (Work Collaboratively, Put The Client first, Think Long Term, Consider The Human Angle, & Always Be Learning).
Advisor Professions
Accountants
Attorneys
Bankers
Coaches
Consultants
Insurance Providers
Investors
M&A Intermediaries
Non-Profits
Valuators
Virtual managers
Wealth Planners
Why Join?
We hope that you will become an active member of our chapter and take advantage of the valuable benefits we offer as an organization:
Resources
You’ll learn from great content and programming. “What I know, What I don’t know, What I don’t know that I don’t know. XPX helps me get this right.”
Relationships
You’ll expand your network with people who are genuine, inviting, and welcome collaboration. “We’re givers, not takers (and givers get more in the long run)”.
Visibility
You’ll raise your profile by sharing your knowledge in meetings, networking, and contributing to our on-line Owners’ Academy knowledge base. “I know the guy/gal! who can help”.
Principles
You’ll find a group of like-minded advisors who share our values of collaboration, client first, long-term thinking, focus on the human factor, and continuous learning. “It’s about the quality of the people in the room.”
Chapter Events
Founding Sponsors
You have a client whose company is institutionally backed and needs help communicating with their board, preparing to sell their business or preparing internal processes for rapid growth and scaling.
Estate and business planning, taxation and estate and trust administration for high net worth individuals, executives and business owners.
As a Certified EOS Implementer™, I help leadership teams of growth-oriented companies gain traction so that they systematically and permanently improve.
You have a need for holistic wealth planning and investment management before and after an exit.
Classicly-trained commercial banker who will serve your clients the way you do - with purpose and passion
You know an owner or executive of a privately held company in need of legal assistance in forming, growing or selling his or her business.
You have questions about Federal or state tax planning or compliance, business valuations, entity structuring or mergers and acquisitions.
Anytime
You need a business or equity valuation for corporate planning (409a/PPA/etc.), estate planning, or other purposes
A company is considering an sale and needs to verify their accounting is accurate and reflects the reality of their business
Working with a business owner who is considering selling their lower middle market company or is interested in growing inorganically through an acquisition.
Clients have needs to be addressed in an exit plan that involve life insurance.
You need corporate legal assistance and are contemplating raising capital for an operating company, investing in an operating company (private equity or venture capital) or selling or buying a business.
A business owner is evaluating selling his or her business.
You need guidance on how to plan for your financial future as a result of a potential liquidity event.
Please call me when you need investment management or wealth planning advice, including portfolio structure, asset allocation, manager selection, tax planning for selling a business.