Help/Tips

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…

Guest Blog Post by Lee Frederiksen, CEO of Hinge Marketing Featuring the results of a joint XPX – Hinge Study For many professional services firms, referrals are a key source of leads and new business. In Professional Services Marketing Priorities, a study that my firm, Hinge, recently conducted in collaboration with several organizations, more than…

XPX Global has just released its Annual Report for 2015. It includes an overview of where we are today and our goals for the future.  2015 accomplishments include: Wild Apricot conversion New website Launch of XPX Maryland Updated contracts Manual HInge study Goals for 2016 include: New chapter growth Social and thought leader outreach Scalable…

The XPX Marketplace is an open resource available to advisors and owners. There are three different directories in the Marketplace: Advisors – Drawn from XPX members across all our chapters Sponsors – Includes premium sponsors to XPX Chapters Tools – Features certification, training and tool companies that support the private company market. We are especially…

XPX is the only open advisor network in the private company/business value transfer market. This means that we do not advocate a single approach or vendor. Instead, we endeavor to be a place where all advisors, owners and vendors can interact and collaborate. We walk our talk with our New Website where we feature: Marketplaces…

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Whistleblowers can blow their whistles a little louder tonight. The Supreme Court’s recent ruling, Murray v. UBS Securities, LLC, decided that an employee may prove a whistleblower retaliation claim without showing that their employer acted with retaliatory intent. As a result, it is now easier for employees to succeed on whistleblower retaliation claims under the…

In the competitive world of business, marketing plays a pivotal role to drive revenue generation, brand equity, and overall business valuation. Companies that view branding and advertising as a growth strategy are twice as likely to see revenue growth of 5% or more than those that don’t (source: “Put Marketing at the Core of Your…

Unleashing the Power of Collaboration Today, we’re diving deep into a powerful quote by Jim Stovall that packs a serious punch: “You need to be aware of what others are doing, applaud their efforts, acknowledge their successes, and encourage them in their pursuits. When we all help one another, everybody wins.” Are you ready for…

Do You Need a Virtual CFO? Every company must find an efficient way of handling accounting and bookkeeping functions. For many businesses, an outsourced accounting solution makes good business sense and provides much needed support with financial management. Some businesses and high net worth individuals will want to take their financial operations to another level…

On January 9, 2024, the Department of Labor (“DOL”) announced a six-factor test for determining whether a worker is an independent contractor or an employee under the Fair Labor Standards Act (“FLSA”). This new rule takes effect on March 11, 2024. Classifying workers as independent contractors or employees is extremely important—independent contractors do not receive…

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