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XPX Webinar: 5 Guiding Principles of the Best Exit Planning Advisors

  • July 18, 2019
  • 2:00 PM - 3:00 PM
  • Webinar details forwarded upon registration


Registration is closed


This program is a follow up to our spirited discussion in June about the characteristics of companies in the lower middle market.

This month, we'll be discussing the guiding principles that XPX has found to be key to the success of the best advisors to companies in this market. 

You’ll learn:

  • 5 principles that make you a better advisor and ensure a better outcome for your clients
  • How these principles make it easier to work with other advisors and build strong advisory teams
  • Why your business will benefit from taking this principled approach

As we review each principle, we'll welcome questions, discussion and stories by the participants in the web meeting.

We want to hear your experiences about what makes a good advisor 

We invite XPX Members and Leaders, and anyone looking to learn and share with us

Video participation not required but highly encouraged! 


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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