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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…

Did you know that there is a whole section on our website to help XPX Members get the most out of their membership?  All you have to do is click on the Help tab and you’ll find posts and videos that help you with practical issues like adjusting your privacy settings, re-setting your password or finding…

XPX New England partnered with the world renowned Northeastern University Center for Family Business for an event guaranteed to spark thought and action, Finding the Right Advisors. Every business has its challenges, yet most private companies do not consider having an advisory board. Are you missing this opportunity to get an outside view and advice?…