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…
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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.
Feb 13, 2020
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.
Feb 3, 2020
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…
Jan 15, 2020
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…
Dec 13, 2019
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!
Nov 18, 2019
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…
Nov 11, 2019
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…
Oct 8, 2019
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…
Sep 30, 2019
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…
Sep 17, 2019
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…
Aug 14, 2019
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…
Aug 13, 2019
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…
Jul 16, 2019
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…
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