XPX Isn’t for Everyone
XPX is only for those who share our collaborative, long-term mindset.
Our members are not just individual accountants, attorneys, wealth planners, investors, or exit planners; they’re a collaboration of experienced, proven professional advisors who know they can accomplish more for their businesses, their private company clients – and the entire community – when they collaborate together. Membership in XPX is only for those who –
- Understand the vital role that established private companies play in helping building our local communities.
- Are focused on building relationships versus conducting transactions.
- See the big picture. They know that they can better serve their clients by having access to a trusted community of professional advisors who can help build business value, manage succession, and build owner legacy.
- Represent one of our 12 Advisor Professions (Accountants, Attorneys, Bankers, Coaches, Consultants, Insurance Providers, Investors, M&A Intermediaries, Non-profits, Valuators, Virtual Managers, Wealth Planners).
- Uphold the highest standards of professional integrity.
- See the value of having an open network to ensure there is no single approach or solutions provider to assisting private company owners.
- Know the business environment is always changing and need to keep abreast of the latest information to meet their clients demand.
- Are sponsored by existing XPX members.
- Adhere to our Five Core Advisor Principles (Work Collaboratively, Put The Client first, Think Long Term, Consider The Human Angle, & Always Be Learning).
Advisor Professions
Accountants
Attorneys
Bankers
Coaches
Consultants
Insurance Providers
Investors
M&A Intermediaries
Non-Profits
Valuators
Virtual managers
Wealth Planners
Why Join?
We hope that you will become an active member of our chapter and take advantage of the valuable benefits we offer as an organization:
Resources
You’ll learn from great content and programming. “What I know, What I don’t know, What I don’t know that I don’t know. XPX helps me get this right.”
Relationships
You’ll expand your network with people who are genuine, inviting, and welcome collaboration. “We’re givers, not takers (and givers get more in the long run)”.
Visibility
You’ll raise your profile by sharing your knowledge in meetings, networking, and contributing to our on-line Owners’ Academy knowledge base. “I know the guy/gal! who can help”.
Principles
You’ll find a group of like-minded advisors who share our values of collaboration, client first, long-term thinking, focus on the human factor, and continuous learning. “It’s about the quality of the people in the room.”
Chapter Events
Founding Sponsors
A business owner would like to develop a plan that would maximize their business value, minimize their taxes and transfer their business to who they would like to transfer it to within their time frame
Clients call or should call me when they need realize their visual and verbal brand messages are no longer relevant or in accord with their mission or culture.
A leader has concerns with their sales org, or frustrations with having a predictable pipeline, or are challenged with process and rely too much on leadership/owners to get things done.
Silver Sponsors
You want to grow or assess your intellectual property portfolio
Inaugural Sponsors
You need an experienced professional who is a highly effective communicator both in the board room and the stock room. Where creative ideas on business exit and business continuation planning that maximize owner/partners family opportunity are key!
I offer full service Opportunity Zone (Tax) Strategies and Investments which includes Business Advisory; Real Estate Development; as well as Fund Organization, Advisory, and Administration.
You encounter a growing company that needs bookkeeping services. 540.421.7824
You're trying to make the decision of what to do with your company: buy, sell, recapitalize?
You are seeking objective, comprehensive financial planning advice from a fiduciary.
You need assistance with banking and finance issues.
You need to reach your full Potential in your Business or Exit Strategy. I can help maximise your Profits, Cashflow and overall Business Efficiency
Considering buying or selling a business, franchise, or commercial property.
You need a solutions oriented merger & acquisition lawyer or general business/corporate counsel for your company or business.
You have CPA questions. Small business accounting, tax planning and tax preparation.
You are ready to set ambitious personal and business goals and ready to get the professional coaching to achieve them.