Thank you for your support in the last year as we’ve worked together to pull through the pandemic. This feels like a good moment to take stock of where we are and how we can meet your needs moving into the future. The survey consists of one required and 20 optional, confidential questions and is designed (we hope!) to get your quick feedback.

Two new member profile fields options for your profile: Disclaimer: If you work for a regulated firm and adding a disclaimer would enable you to get permission to have a public profile on XPX, please send us the language and we will add it to your profile. New areas of expertise: Cooperative business models, Worker cooperatives. It’s always a good idea to let us know if you have any questions or concerns.

XPX is a valuable network of very experienced advisors to privately-held businesses. It can be a little intimidating to emerging professionals. But as good exit planners, we know that your firms need to develop your advisors and give them career advancement opportunities. That’s why many of our Chapters have specific membership and/or content alternatives for emerging professionals. We are also offering occasional national networking and learning opportunities. To stay on top of these opportunities, please join our

Your XPX Member profile is a powerful way to make it easy for people to find you and connect with you. But please know that we have a clear log into your profile and click on the Privacy tab as you see at the top of this screenshot: logging into your profile for a quick privacy check. 

XPX LOGO MEMBER BADGE

We are pleased to introduce the Informed Inclusion Book Club as a forum for XPX members and guests who want to grow in their knowledge and understanding and take meaningful steps in combating racism, sexism, and other biases and discrimination through education and self-awareness to achieve greater equity and inclusion in our country, in our firms, and within the XPX business community. The Informed Inclusion Book Club will have a Kick-Off Meeting on January 19 at 4 PM CT/5 PM ET via Zoom. We will do introductions and pick our first few books with the goal of meeting again to discuss the first book sometime in February. The book we select for each meeting will guide our discussion, so readers are encouraged to attend. However, if you haven’t read the book, please plan to join us if you are interested in these topics as your perspective will add to the conversation. We’ll take suggestions at the meeting but feel free to suggest a book when you register. The Book Club leaders presently are John Weber from XPX’s Chicago chapter. More Book Club leaders, especially those who self-identify as diverse, are strongly encouraged to email Laura if you have questions or have an interest in getting involved. You may volunteer live during the Zoom meeting too! Can’t make this meeting?  Be sure to sign up for the 

We’ve been working to enable our members to easily add events to your calendar. It’s now available for all events. In your confirmation email, you’ll see this notice:  TWO STEPS TO ADD TO YOUR CALENDAR COPY THE VIRTUAL LOGIN INFO FOR THE EVENT: For virtual events, you will need the secure login below. You can add the login to your calendar item or use the link in the reminder emails we send you the day before and day of the virtual meeting. CLICK THE CALENDAR ICON AT THIS LINK AND PASTE THE LOGIN INFO:   on calendar icon above the event title on our website and then paste the login info below Join Zoom Meeting

next month’s programs. 

Work continues on our new XPX website. On the new site, we’ll be featuring our members’ names, photos and statements about “Why I’m a member of XPX.” We’d love to feature your profile! To take advantage of this added visibility, all you have to do is add a 200-character statement to your profile. The field is at the top of the Membership Fields in your profile. While you’re there, please make sure that you check out your other fields to make sure your profile is the best it can be! Update your profile now!

Call me when…. We are in the early stages of updating our website. One thing we are doing is changing the “Call me when” section of member profiles. It appears as a shorthand way for people to get a sense of who you are and why you might be a fit for their clients. Originally, we did not put a limit on the size of this field and some profiles have long statements that make our directory hard to read. The limit is now 200 characters. When we instituted this change, we had to shorten a few profiles. Either way, you might want to check that this statement is representing you the way you want. To check your profile make changes, just log into your profile: 

HOW TO GET MORE INVOLVED IN XPX – VOLUNTEER!  Volunteering is a great way to increase your visibility in XPX and get to know a broader group of members. Each committee has a number of specific jobs. Here are just a few examples of ways you can get involved. To volunteer, talk to one of the leaders of Contact Us. Events/Programming Plan calendar Recruit speakers Events: Live: arrange event venue, food, AV Virtual: plan program and platform, and prep speakers Moderate meetings Membership Recruit/Welcome guests Onboard members Follow up with absent members Power networking (sometimes a separate committee) Diversity and inclusion (sometimes a separate committee) Sponsorship Recruit Coordinate sponsor story videos (you bring the person, we do the taping) Communications LinkedIn Ambassadors Web site 2020 update Chapter slide decks Finance Financials Regulatory reporting

During these challenging times, XPX has continued our (now virtual) operations at a strong clip. As I’ve been saying, our clients need us more than ever and we need each other more than ever. The good news is that we provide many ways to help you see and be seen virtually: Attend meetings and sign up for power networking at your own Chapter Experience other Chapter meetings or our cross-Chapter power networking Connect, read and share the amazing content in the Knowledge Exchange.

We have an incredibly rich community of experts with diverse experience related to the challenges of the private company life cycle. We encourage all members to share their expertise. One important way to do this is to 

Our Member Tip is moving on line this month! Given the challenges we are all facing, we thought that it would be helpful to convene a conversation about how to lead virtual meetings.  We’ve set up a short 

We have an incredibly rich community of experts with diverse experience related to the challenges of the private company life cycle. We encourage all members to share their expertise. One important way to do this is to

Last month, we featured a tip designed to help you privacy policy and we are very careful with our email list. We never release it for direct member marketing. But it’s important to remember that we do make it possible for you to publish your email on your member profile. Our standard setting is to make your email visible to other members and then your “How to Contact” box is set to be visible to the public. You have Sharing your knowledge openly is a great way for people to find and trust you. Please

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 XPX national directory by profession, expertise and/or industry experience Review the Members who come up in the list Click on any Member’s photo or name to view their profile There it is! You’ll see the green Send Message button at the top of the profile Write your message in the box and it will be emailed directly to the other member You can count on the quality and experience of XPX Members. Make sure to take advantage of this powerful benefit!

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 build relationships: Learn from the programming Meet new people and share your experiences  Stay in front of people you know Hear about how our members apply the sample volunteer opportunities and talk with your Chapter’s board about getting more involved Consider stepping up as a Chapter sponsor. In addition to your personal profile, we’ll feature your corporate logo in emails, at meetings and on all pages of our website. Questions? Please reach out to us!

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 profile and click on the Financial tab at the far right. In the same screen, you can also review your privacy settings, your event registrations and your membership status. This video explains how:     

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

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 it.  It lays out what kinds of data we gather from contacts and members. And makes clear your rights to make changes to your profile and, if you ever want to, have your data deleted. You can 

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

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 failed acquisition that has a happy ending A story about

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 corner of every page on our site Once you find them, you can view their pubic contact info or, if you are an XPX member, you can click to send an email message to them directly from our website. See