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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 of Exit Planning Exchange is a member of XPX
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 of Exit Planning Exchange is a member of XPX
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 of Exit Planning Exchange is a member of XPX
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 of Exit Planning Exchange is a member of XPX
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 of Exit Planning Exchange is a member of XPX
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 of Exit Planning Exchange is a member of XPX
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 of Exit Planning Exchange is a member of XPX
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 of Exit Planning Exchange is a member of XPX
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 of Exit Planning Exchange is a member of XPX
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 of Exit Planning Exchange is a member of XPX
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 of Exit Planning Exchange is a member of XPX
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 of Exit Planning Exchange is a member of XPX
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 of Exit Planning Exchange is a member of XPX
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…

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Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia

Date: May 19, 2022 (Thursday) Start Time: 12 p.m. EST End Time: 1 p.m. EST Question: Chat Zoom Link: Bobby KlinckOnly 20% of emails are read according to the Email Marketing Benchmarks Report, so learn how to double it. About this event Email marketing sucks…at least the way most marketers do it. Conventional advice tells you to always be selling—or…

Cheryl Centeno of XPX Global is a member of XPX

Program produced by XPX South Florida. This is the second installment of our 2022 in-depth seven-part “Lunch and Learn” series, where our Chapter’s professional advisers discuss the exit planning strategies to be employed by a middle market software development company with $50 million in annual revenues. In this second session, we focus on calculation and enhancement of…

Bill McDermott of The Profitability Coach is a member of XPX Atlanta

One of the topics I talk about most with business owners is accountability. Each situation is different, but rarely do I have a client that doesn’t struggle with accountability at some point over the course of owning their business. One client right now has run a very successful company for over 48 years. But when I…

Yvonne Levine of YGL Enterprises, Inc is a member of XPX Charlotte

Simply put, a predictable revenue model is a framework for consistency that provides business growth data based on a formulaic process. Think, forecasting. Implementing a predictable revenue model provides business owners an understanding of average revenue over time, including leads (MQL and SQL), sales growth, cost of customer acquisition, and more. In this new blog,…

Maria Forbes of FIREPOWER Business Catalyst, LLC. is a member of XPX Atlanta

One of today’s biggest business challenges is based around talent. Leaders are attempting to overcome employee turnover and a finicky talent pool. The hiring process can be tedious and owners have a tendency to short-cut the effort by talking with colleagues and networking to get a great referral. This is not a good option for…

Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia

    Date: Friday, May 13, 2022 Sign On Time: 11:50 a.m. EST Start Time: 12 p.m. EST End Time: 1 p.m. EST Questions: Chat Zoom Link Click Here: Mark Harris It’s that special something that motivates you. It’s your uniquely individual perspective. It’s an authentic catalyst that drives you to do and be better. It’s your Magic Dust . ….

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