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                GROWTH. TRANSFER. LEGACY


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  • May 14, 2021 4:23 PM | Mary Adams (Administrator)

    Thank you for your support in the last year as we've worked together to pull through the pandemic.

    This feels like a good moment to take stock of where we are and how we can meet your needs moving into the future. The survey consists of one required and 20 optional, confidential questions and is designed (we hope!) to get your quick feedback.


    Please contact us at admin@exitplanningexchange.com if you have any questions or concerns.

  • April 15, 2021 4:22 PM | Mary Adams (Administrator)

    Two new member profile fields options for your profile:

    1. Disclaimer: If you work for a regulated firm and adding a disclaimer would enable you to get permission to have a public profile on XPX, please send us the language and we will add it to your profile.
    2. New areas of expertise: Cooperative business models, Worker cooperatives.

    It’s always a good idea to log into your profile periodically to make sure your information is accurate and complete. Two key fields that give you maximum visibility are: Call Me When which appears on the directory listings and Why I’m an XPX Member which will appear throughout our website starting in Q2.

    Please let us know if you have any questions or concerns.

  • March 15, 2021 4:03 PM | Mary Adams (Administrator)

    XPX is a valuable network of very experienced advisors to privately-held businesses. It can be a little intimidating to emerging professionals. But as good exit planners, we know that your firms need to develop your advisors and give them career advancement opportunities. That’s why many of our Chapters have specific membership and/or content alternatives for emerging professionals. We are also offering occasional national networking and learning opportunities. To stay on top of these opportunities, please join our Emerging Professionals Special Interest mailing list in your XPX profile. 

  • February 11, 2021 4:01 PM | Mary Adams (Administrator)

    Your XPX Member profile is a powerful way to make it easy for people to find you and connect with you. But please know that we have a clear privacy policy and give you a lot of control over what information other members and the general public see. To get started in seeing and/or editing your privacy settings, log into your profile and click on the Privacy tab as you see at the top of this screenshot:

    By default, Member profiles are public. If you want, it's super simple to turn your off completely by clicking Edit and unchecking the profile access box (see the green checkmark in the upper right hand corner of the screenshot).

    While you're there, check that you have some way that's people can connect with you. This means making one or several fields viewable by "Anybody" or other XPX "Members" only. Fields to consider are:

    • Website
    • Phone number
    • Email*
    • LinkedIn profile

    *Note that with all these fields, but especially your email, making them public opens you to the risk that a person or a bot screen-scrapes the profile and uses it to spam you. This actually doesn't happen that often but it's a risk that you should understand before you share your info. 

    Our new website (coming in the first half of 2021) will have clear icons to make it easy to click and learn more about you and your company. So it's worth taking a minute now and logging into your profile for a quick privacy check. 

  • January 20, 2021 3:54 PM | Mary Adams (Administrator)


    If you've been in your profile lately, you might have seen this new downloadable logo and member badge. Our platform calls it an image for smartphones but it has many more uses than that! The file is in a .png format is suitable for adding to your pitch books, brochures, websites and social profiles.   It's a great way to tell your clients and associates that you are part of our powerful network of trusted advisors to privately-held businesses. 

    To download the file, just log into your profile and click on the "image" text link to download. Let us know if you have any questions or comments. 

  • December 15, 2020 3:52 PM | Mary Adams (Administrator)

    We are pleased to introduce the Informed Inclusion Book Club as a forum for XPX members and guests who want to grow in their knowledge and understanding and take meaningful steps in combating racism, sexism, and other biases and discrimination through education and self-awareness to achieve greater equity and inclusion in our country, in our firms, and within the XPX business community.

    The Informed Inclusion Book Club will have a Kick-Off Meeting on January 19 at 4 PM CT/5 PM ET via Zoom. We will do introductions and pick our first few books with the goal of meeting again to discuss the first book sometime in February.

    The book we select for each meeting will guide our discussion, so readers are encouraged to attend. However, if you haven't read the book, please plan to join us if you are interested in these topics as your perspective will add to the conversation. We'll take suggestions at the meeting but feel free to suggest a book when you register.

    The Book Club leaders presently are Laura Liss and John Weber from XPX’s Chicago chapter. More Book Club leaders, especially those who self-identify as diverse, are strongly encouraged to email Laura if you have questions or have an interest in getting involved. You may volunteer live during the Zoom meeting too!

    Can't make this meeting? 

    Be sure to sign up for the Informed Inclusion email list in your profile 

    so you get future notices about Book Club meetings. 

  • November 18, 2020 3:51 PM | Mary Adams (Administrator)

    We've been working to enable our members to easily add events to your calendar. It's now available for all events. In your confirmation email, you'll see this notice: 


    1. COPY THE VIRTUAL LOGIN INFO FOR THE EVENT: For virtual events, you will need the secure login below. You can add the login to your calendar item or use the link in the reminder emails we send you the day before and day of the virtual meeting.
    2. CLICK THE CALENDAR ICON AT THIS LINK AND PASTE THE LOGIN INFO:  http://exitplanningexchange.com/event-4019337 Click on calendar icon above the event title on our website and then paste the login info below

    Join Zoom Meeting

    Save the calendar item and you'll be all set until the day of the meeting.  Don't worry, we'll still send out login info again 24 hours and 10 minutes before the meeting starts. 

    Why is it two steps? The short answer is that we want to keep the meeting and your contact information secure.  This was the best way to meet those goals. 

  • October 16, 2020 3:16 PM | Mary Adams (Administrator)

    Our virtual power networking program has deep roots in the history of XPX. It's been an important way that members get to know each other better.  Collaboration takes this kind of investment to be able to know and trust another advisor (and for them to know and trust you). 

    Here's a great story about the return on your investment in power networking: Stu Welsh of XPX Maryland about the time three members from an XPX networking group ended up working together on a multi-year project. Want to build this kind of relationship? Sign up for next month's programs

  • September 16, 2020 3:49 PM | Mary Adams (Administrator)

    Work continues on our new XPX website. On the new site, we’ll be featuring our members’ names, photos and statements about “Why I’m a member of XPX.” We’d love to feature your profile!

    To take advantage of this added visibility, all you have to do is add a 200-character statement to your profile. The field is at the top of the Membership Fields in your profile. While you’re there, please make sure that you check out your other fields to make sure your profile is the best it can be!

    Update your profile now!

    Share "Why I'm a member of XPX"

  • August 17, 2020 3:47 PM | Mary Adams (Administrator)

    Call me when....

    We are in the early stages of updating our website. One thing we are doing is changing the "Call me when" section of member profiles. It appears as a shorthand way for people to get a sense of who you are and why you might be a fit for their clients.

    Originally, we did not put a limit on the size of this field and some profiles have long statements that make our directory hard to read. The limit is now 200 characters. When we instituted this change, we had to shorten a few profiles. Either way, you might want to check that this statement is representing you the way you want. To check your profile make changes, just log into your profile: 

    Login to your profile now!

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