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the value in new chapters and welcome inquiries about starting a chapter in new geographies.

Experience XPX!

Over one hundred leaders ensure the success of local XPX Chapters. Like XPX Members in general, these leaders represent diverse professions and have deep experience working with privately-held businesses and their owners.  

Each month in this new series, we will be featuring a few of these Chapter leaders. They will explain their role in the exit planning ecosystem, describe what they get out of XPX and share a story about their work.

After the 30-minute web discussion, Mary Adams, Executive Director, and Paul Cronin, Director of Business Development, take a few minutes to review the basics of starting an XPX Chapter.

Join our next web meeting!

Videos from past meetings

  • July 22, 2019 1:21 PM | Mary Adams (Administrator)

    What every advisor should know

    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:

    • What makes this market unique (and rewarding)
    • Key issues that every advisor should understand regardless of your area of expertise
    • Ways to ensure you are providing the best advice to your clients

    This video includes the full discussion with members of our community sharing their personal experiences with this important market segment. 

    See also our related post in the The Lower Middle Market Opportunity in the Owners' Academy Advisor Resources section.

  • May 15, 2019 4:20 PM | Mary Adams (Administrator)

    10 lessons from 10 Chapters in 10 Years at XPX

    Do you rely on referrals for new business? How much time and money do you spend every month in the care of feeding of your referral network? What would happen if you could get the right people for your network together in a room every month? Is that even possible?

    In this video, you’ll learn about how the leaders of the Exit Planning Exchange have created the ideal network for their communities. Whether or not the XPX formula is right for you, you’ll benefit from learning the 10 lessons learned through the formation of the 10 (soon to be more) Chapters in the XPX network.

    You’ll learn:

    • How to define your shared goals
    • How to identify the right people for your network
    • How to turn loose connections into deep relationships
    • How to take charge and build your own ideal network!

    Learn more about XPX

  • February 26, 2019 1:51 PM | Mary Adams (Administrator)

    Hear from XPX leaders including:

    • XPX Fairfield County President Michael Clear telling a story about the transfer of a company to the third generation--and all the value that a team of advisors bring to a process like this.  
    • XPX San Antonio Founder and President John Dini sharing a story about getting a business owner to take a vacation and get things in balance.

    Also hear from other advisors across the country about their work and views on exit planning.

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  • January 18, 2019 11:35 AM | Mary Adams (Administrator)

    Hear two stories and discussions among the attendees that include:

    • Dick Albu, long-time Connecticut Chapter and Board Member shares two collaboration stories from his 25-year strategy practice and why he values XPX
    • Thomas Jordan, Sponsor and Member of our new Chapter in San Antonio talks about how he collaborates with other advisors through his benefits and planning consultancy. He also shares the success of the Chapter's Summit last fall. 
    Listen to their stories and join us next month to share yours!

    XPX Collaboration Stories
    XPX Collaboration Stories

  • November 19, 2018 1:06 PM | Mary Adams (Administrator)

    Hear from two key XPX leaders and other attendees at our meeting. They share about their role in the exit planning ecosystem and how exit planning is incorporated into their work: 

    • Stu Welsh, President, EGT Advisors; President and 7-year Member of XPX Maryland
    • Ray Palys, Founder and Managing Director, CoreStrata Management Consulting; President and 2-year Member of XPX Chicago

    Listen to their stories and join us next month to share yours!

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  • October 23, 2018 4:51 PM | Mary Adams (Administrator)

    Hear from six diverse professionals about their role in the exit planning ecosystem  and how exit planning is incorporated into their work: 

    Our guests included:

    • Paul Cronin, Successful Transition Planning Institute, Director of Business Development for XPX and 10-year Member of XPX Boston
    • Steve Economou, Managing Director at Baker Tilly Capital, President of XPX Philadelphia and 7-year XPX Member
    • Paul Visokey,  President of Stony Hill Advisors and 6-year Member of XPX Philadelphia
    • Denise Logan, Chief Inspiration Officer at Chase What Matters in Scottsdale AZ
    • Eric Martz, President of Martz Solutions Group in Indianapolis IN
    • Vimala Snow, Managing Director of Cresset Family Office in Denver CO
    Listen to their stories and join us next month to share yours!
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  • October 09, 2018 9:44 PM | Mary Adams (Administrator)

    Hear three stories about how these advisors incorporate exit planning into their practices: 

    • Jane Johnson, President, Business Transition Academy, Inc.
    • Dan Guglielmo, Leader, Confidential CEO Forums
    • Shannon Zollo, M&A, PE, VC Attorney at Nutter
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