GROWTH. TRANSFER. LEGACY.
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The lower middle market is a thriving part of our local and national economies. The companies in this market are often underserved by professional services and advisory firms. It’s a great business opportunity for the right kind of advisor. But to be successful, it’s important to understand the unique characteristics and challenges of this market segment.
This web meeting will cover seven key characteristics that an advisor seeking to take advantage of this opportunity needs to know. You’ll learn:
We’ll open with a brief presentation of the individual lessons and include plenty of time for discussion and stories by the participants in the web meeting.
We want to hear your experiences with clients in this market segment!
We invite XPX Members and Leaders, and anyone looking to learn and share with us.
Mary Adams, Executive Director, XPX Global - Mary's firm was one of the founders of XPX. For the past five years, she has guided the overall growth of the network including coaching a number of our successful Chapter launches.
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