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Advisor Resources

These articles address the X Factor for Advisors: How to build a successful business advising privately-held companies in the lower middle market. The content has been developed by XPX, often based on web discussions with our members. Enjoy the articles below and feel free to join future discussions! 

How to Build Your Ideal Network: 10 lessons from 10 chapters in 10 years

7 Characteristics of Lower Middle Market Companies: What every advisor needs to know

Coming soon: 5 Guiding Principles of the Best Exit Planning Advisors

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