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 –

Network

Connect with like-minded professional advisors dedicated to serving private companies in the heart of the middle market.

Gain Visbility

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.

Get Started

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 the Formula

XPX works with Chapter Founders using our proven 1-5-15-50 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 participants 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

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:

Our Extensive resources include:

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.

Join The Community

Ready to Get Started?

Please contact Mary Adams for information on how to start a chapter.

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