Start a Chapter
XPX – Exit Planning Exchange is expanding across the U.S. and internationally. If you are an advisor to privately held businesses in the lower middle market, we’d be happy to chat with you about how a Chapter could help boost your practice and your local network. Starting an XPX Chapter can help you –
Network
Connect with like-minded professional advisors dedicated to serving private companies in the heart of the middle market.
Gain Visibility
Increase your profile in the local business community.
Relationships
Show your private company clients you’re committed to providing the highest level of service and success.
Develop
Build your experience and skills as a leader with XPX.
XPX Upcoming Events
Launch Team
1 Catalyst
1
Catalyst
The Catalyst is the first person or small group of people who fit the XPX member profile[link] who see a need for XPX in their local market. Catalysts are often looking to leverage an opportunity such as a new market, new business/role, new mandate for business development, personal or professional changes.
Each XPX Chapter is an independent, locally-controlled non-profit. But the Chapters and Members are also part of the network of all the XPX Chapters which is supported by XPX Global LLC.
Over the course of its first 10 years of development, the network grew to 10 Chapters. Our pace of growth is now accelerating. We have learned many lessons and have enshrined the best practices in this Startup Kit. This resource is available to all the members of your Launch Team. We give team members access as we become aware of them.
Please contact us if there are others who should have access.
5
Foundation Group
The Catalyst recruits the Foundation Group through a combination of personal conversations and face-to-face meetings. It makes sense to invite a representative of each of the most common XPX professions to this group, such as an accountant, lawyer, M&A intermediary, banker and consultant. It’s good practice to make sure one or two of the Foundation Group members have prior experience with non-profits and/or staring a new organization. XPX Global can hold a briefing with this group at the appropriate time to support the messaging of the catalyst(s).
15
Launch Committee
The Foundation Group invites potential Launch Committee members to an introductory meeting. This meeting will typically have 15-20 attendees. A good goal is to get at least one representative from each of the 12 professions represented in XPX. Some duplication is to be expected in core professions (accountant, lawyer, M&A intermediary, banker and consultant). XPX Global can brief the group and then the Foundation Group can use the attached agenda and information sheets to plan the three jobs of the Launch Committee: 1-Recruit Launch Sponsors, 2-Build your mailing list, 3-Plan first events.
50
Your First Events
Soon, you’ll be on your way to your first event. A good target is to develop an email list of 150 and get 50 people to the first event. You’ll introduce them to XPX and invite them to set up a free profile.
You’ll keep having events from then on. We’ll still be behind you and work with you to continue to refine your events, membership and sponsorship efforts. In your first year, you’ll also create an independent non-profit organization and open a bank account. Once this is in place, your Chapter and XPX Global will sign our standard agreement and you will begin operating as an independent local entity.
Going forward, you’ll continue to refine your model. You’ll learn from other Chapters and become an active member of the Leadership Collaborative. With each new year, you’ll continue to build the strength and size of your network.
Some important things to note about Starting a chapter.
You Assemble the Team
If you’re considering starting an XPX Chapter in your area, we’ll help you plan the rollout to your contacts so that you assemble the best team from the very beginning. No one person will carry too big a burden and everyone will benefit from the power of their expanded networks.
We Share our 1-5-15-50 Formula
XPX works with Chapter Founders using our proven Chapter Launch Formula that taps the power of the local community of trusted advisors in cities around the country: 1 person gathers a team of 5 and they form a committee of 15 to plan a launch. This group gathers 50 members over the course of their first year.
Together, We Jumpstart Your Local Ecosystem
New Chapters benefit from lessons learned in the launch of XPX Chapters over the past 15+ years. We have a clear process – and proven resources – to support local groups looking to start a new Chapter.
Resources XPX Provides to Chapter Founders.
XPX has over a decade of experience and a deep knowledge base to support you. Here’s a list of the many resources you can draw on in your journey:
Leadership Collaborative
This online knowledge center supports all XPX leaders and has specialized content for specific functions including membership, finance, sponsorship, events and presidents.*
Startup Kit
A 20-page document in hard copy or in the Startup Kit section on our Leadership Collaborative website that introduces XPX and the startup process.*
Chapter Manual
Found in the Leadership Collaborative, this manual includes checklists for all major functions of an XPX Chapter.*
Website
You can use the top level navigation of our site to give a good tour of the organization including our dedicated sites for each chapter, our Advisor Directory and Knowledge Exchange (click on the "hamburger" nav icon in the upper right hand corner of any page of our site),
Team Coaching
All Chapters in development are required to take advantage of regular coaching by our association management staff to help you fill in the blanks as you get to know XPX and to benefit from the many lessons learned in prior startups.
* Access to these leader-only resources is provided to Chapter Founders who have completed an application process.
To view them, please sign into the website using the email and password you created when you completed your membership application.
Ready to Get Started?
Please contact Cheryl Centeno for information on how to start a chapter.
Make XPX Part of Your Business Plans
Explore
Learn
Account
Connect
Help & Support
© 2026 XPX Global LLC. Privacy Policy Norms & Principles Site Map Terms of Use
© 2026 XPX Global LLC. All Rights Reserved.
Start a Chapter
Make an XPX Chapter Part of Your Success Story
XPX – Exit Planning Exchange is expanding across the U.S. and internationally. If you are an advisor to privately held businesses in the lower middle market, we’d be happy to chat with you about how a Chapter could help boost your practice and your local network. Starting an XPX Chapter can help you –