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Cheryl Centeno of XPX Global is a member of XPX

Are you looking to broaden your reach in the community? Whether you’re new to XPX or a loyal veteran, volunteering is a great way to increase your visibility and strengthen relationships with fellow members. Our local chapters are always looking for experts like you to step into leadership roles and showcase your background. Each committee…

Cheryl Centeno of XPX Global is a member of XPX

We can’t wait for you to experience the cleaner, brighter and more user-friendly feel of our new platform! The site is designed to give you and your company greater visibility. Here are three things you should know: Emails from XPX will now come from my.exitplanningexchange.com—please adjust your email settings! Your new profile can have a…

XPX Content

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…

XPX Content

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…

XPX Content

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…

XPX Content

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 privacy policy and give you a lot of control over what information other members and the general public see. To get started in seeing and/or editing…

XPX Content

XPX LOGO MEMBER BADGE If you’ve been in your profile lately, you might have seen this new downloadable logo and member badge. Our platform calls it an image for smartphones but it has many more uses than that! The file is in a .png format is suitable for adding to your pitch books, brochures, websites…

XPX Content

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…

XPX Content

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…

XPX Content

Our virtual power networking program has deep roots in the history of XPX. It’s been an important way that members get to know each other better.  Collaboration takes this kind of investment to be able to know and trust another advisor (and for them to know and trust you).  Here’s a great story about the…

XPX Content

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…

XPX Content

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…

XPX Content

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…

XPX Content

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…

XPX Content

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 share your own writings and/or articles you come across in your reading.  If it’s interesting to you, it will surely be interesting…

XPX Content

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 meeting this Wednesday, March 18th at noon EDT. We’ll talk about how advisors are using virtual meetings to serve…

XPX Content

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 share your own writings and/or articles you come across in your reading.  If it’s interesting to you, it…

XPX Content

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…

XPX Content

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…

XPX Content

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…

XPX Content

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…

XPX Content

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 Content

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…

XPX Content

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…

XPX Content

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…

XPX Content

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…

XPX Content

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…

XPX Content

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 Content

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…

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