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…

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…

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…

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…

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 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…

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 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…

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…

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 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…

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…

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…

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…