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                GROWTH. TRANSFER. LEGACY


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  • August 13, 2019 3:27 PM | Mary Adams (Administrator)

    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 to do anything to continue to enjoy the benefits and recognition of a long-time XPX Member!

    We respect the fact that some Members would rather not take advantage of this option. If that is the case, you can change this in the membership tab or upcoming financial transactions link in your User Profile.

    Please know that all your payment information is processed by Stripe. XPX does not process or retain any of your credit card information at any time.

  • July 16, 2019 11:20 AM | Mary Adams (Administrator)

    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 it. 

    It lays out what kinds of data we gather from contacts and members. And makes clear your rights to make changes to your profile and, if you ever want to, have your data deleted. You can read the Privacy Policy here and always find a link at the bottom of every page of our website. Here's a help article on how to make changes to your data and its visibility (you can change the privacy of each item if you want to).

    Please let me know what you think and if you have any questions or concerns, Mary Adams, Executive Director

  • June 13, 2019 2:06 PM | Mary Adams (Administrator)

    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 your experience. Inviting like-minded advisors makes this happen. 

    And you raise your own visibility. When you introduce another advisor to XPX, you demonstrate to them that you are part of a movement to bring professionalism, collaboration and education to the lower middle market.  And you raise your visibility within XPX by bringing in new like-minded professionals. 

    We make it easy for you to invite others. Here are your options:

    1. When you register for a meeting, you automatically receive a confirmation with a link to the event. You can forward that email or just copy the link and put it in your own personal email.
    2. Can’t find the confirmation email? Go to your Chapter’s event calendar and click on the event. Copy that URL and insert it into an email to your colleague
    3. On the go? You can also do find and share the link from your phone. Our website is fully mobile compatible. Just go to your Chapter’s event calendar and share that link to the event.

    One word of caution: it’s best to not forward an invitation you receive from our system. The invites we send out to you are for you only and have links that automatically log you into our system. So you want to always use the options above.

    Help XPX and help yourself. Invite people you know and trust to attend the next XPX meeting in your area!

  • May 15, 2019 4:51 PM | Mary Adams (Administrator)


    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 videos from the recent 2019 Summit hosted by XPX New England last month. This includes a great recap of current economic cycles and M&A, perspectives from different kinds of buyers, and owners sharing strategic and personal stories.

    HOW TO SHARE: As an XPX member, you are welcome to share these stories with you clients. To do so, visit the XPX Program Directory (you have to log in to access this page) and copy the URL(s) for programs that might interest your clients.  

  • April 15, 2019 9:01 AM | Mary Adams (Administrator)

    Did you know that you can share your video stories with our XPX community? 

    We already have some great stories on the site including: 

    Want to get your own story on our site?

    If you have your own video, all you have to do is send it to our Chapter Admin, Angie Ellis, and she'll load it on our site. 

    If you don't have a video yet, no problem! We will help you record one using our Zoom video account. For this, just contact Mary Adams 

  • March 18, 2019 2:52 PM | Mary Adams (Administrator)

    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 status and print a receipt!


  • February 14, 2019 2:11 PM | Mary Adams (Administrator)

    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 corner of every page on our site

    Once you find them, you can view their pubic contact info or, if you are an XPX member, you can click to send an email message to them directly from our website. See this quick video to see how!

  • January 15, 2019 11:08 AM | Mary Adams (Administrator)

    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 settingsre-setting your password or finding an invoice

    You'll also find explanations of how you can raise your visibility in our network by posting your own content and/or sharing content produced by others

    There's also a helpful reminder that you can message other members directly from their profiles on our website--an handy trick for those times when you meet someone but don't get their card. 

    These resources are always there for you in the Help Section of our website.

    Not finding the help you need or want to suggest another topic? Please contact us

  • July 26, 2016 4:55 PM | Mary Adams (Administrator)

    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 half of respondents indicated that generating more referrals was their number one planned marketing initiative.

    Clearly, referrals are a big deal.

    Unfortunately, referrals can be limited by a range of factors: the number of clients you have, how many appropriate contacts they have, the quality of your firm’s reputation, and your level of visibility in the marketplace. To make matters worse, getting those referrals is only half the battle. Our study revealed that more than half of those referred prospects didn’t even bother to talk to the service provider. Ouch.

    Just Released: Referral Marketing Study

    To dig a little deeper into the referral dilemma, we conducted a referral marketing sub-study with the Exit Planning Exchange (XPX). We surveyed 262 professionals, of whom almost 69 percent were senior executives or partners in their organizations (see figure below). These are the people who usually make referrals.

    In this sub-study report, we uncovered some surprising insights into what factors influence referrals in the real world. Here’s what we found:


    1. Visible expertise is the major factor in referrals.

    The Internet has fundamentally changed how business professionals research service providers, providing quick and easy access to information about products, services, and people. Individuals who publically demonstrate expertise in a field or niche have a distinct advantage over others who have little or no visibility. We call these individuals Visible Experts®. In fact, our study revealed that visible expertise accounted for 27.4 percent of new referrals. How do you become a Visible Expert? The most common way is to write and speak extensively on topics that are relevant to your target audience—topics that address their business challenges and demonstrate your expertise.


    2. Relationships are important.

    Nurturing relationships as a referral source may be old school, but it’s still important. So important, in fact, that it drives 21.8 percent of referrals. Many of these referrals are triggered by intersecting social and professional relationships — think business and golfing buddies. However, purely social relationships are far less meaningful for referrals when there’s no visible expertise to add value.


    3. Quid pro quo goes a long way.

    Referring someone else is a great way to get a referral in return. Our research revealed that the top 20 percent of referral-makers had given an average of 20 referrals and received 24.7. It’s still true: givers gain.


    4. Stop asking.

    Asking for referrals is an old piece of advice that has been around for years. But our study shows that it simply doesn’t help generate referrals. Ditto for attending or sponsoring events. They may increase brand awareness slightly and even open some doors, but they don’t drive referrals.


    5. Reputation is everything.

    Reputation can be broken down into two parts — general (you’re a good accountant or you’re a nice person) and specific expertise (you’re a top-notch discrete manufacturing accountant). It’s the specific expertise reputation that is a significant referral-driver — it produces 60 percent more actual referrals.   


    In our research with XPX, we discovered that the most successful firms follow four key guidelines:

    • They make their specific expertise clearly visible, regardless of the referral source. They achieve visibility by publishing educational content, speaking at conferences, and showcasing successful projects.
    • They maintain a high-quality website that features high-value, educational content. Research has shown that prospects often rule out potential service providers if their websites are poorly designed, outdated, or ineffective at communicating their firms’ expertise. When a website contains a wealth of free, educational content people can sample a firm’s expertise before buying.
    • They develop and maintain good social relationships with other professionals. Highly successful firms cultivate strong social ties with contacts who also value their expertise, making it more likely that the firm will be recommended to others. However, as noted above, friendships alone are much less valuable and effective for referrals.
    • They make lots of referrals because reciprocity pays. The average study participant received only 9 referrals in the past 6 months while the top 20 percent of referral makers received over 24.

    Become a Visible Expert®

    If one of your marketing goals this year is to increase your leads from referrals, the most important thing to do is increase your visibility. That means more speaking at conferences, seminars, and other events, as well as writing frequently on subjects that interest your target audience. As your visibility increases, prospects will start to recognize the experts in your firm, seek you out when they have a need, and refer your firm to others.

    Here are the results of the joint

    XPX - Hinge Referral Marketing Study


    To learn more about the “must-haves” for a successful referral strategy and becoming a Visible Expert, download Hinge’s free Rethinking Referral Marketing Guide


  • February 23, 2016 10:16 AM | Mary Adams (Administrator)

    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 programming model
    • Explore video development

    For more details, download the complete Annual Report.

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