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GROWTH. TRANSFER. LEGACY. |
XPX New England is a unique, inclusive environment for both owners and advisors to work collaboratively in an active exchange of knowledge where all parties benefit.
XPX New England is a tremendous organization where fellow advisors
unlock the power of collaboration. Sure, I've renewed my membership year
after year because I can trace key clients who've been referred by XPX
members, but just as important are the trusted advisor relationships
built over time, affording me the chance to be able to refer others with
great confidence. XPX is a terrific community of like-minded
professionals, all of whom can benefit by the education, networking, and
opportunities to collaborate. I'm very grateful to be a member!
Trammel Martin, Financial Advisor, UBS Private Wealth Management
We invite you to join our community of advisors as a member of xpx new englandYou’ll be a good fit for our association if you: · Work directly with owners and/or senior managers of companies in the lower middle market (roughly $5-100 million in revenues) · Share the core XPX Principles (Work collaboratively, Put the client first, Think long term, Consider the human angle and Always be learning) · Are an experienced advisor in one of our 12 member professions (Accountants, Attorneys, Bankers, Coaches, Consultants, Insurance Providers, Investors, M&A Intermediaries, Non-profits, Valuators, Virtual Managers, Wealth Planners) Membership is subject to approval to ensure that you are a good fit with our community in terms of the focus of your business and your fit with our values. Our membership application requires two references, with at least one of them being an active XPX member from an organization other than the applicant’s organization. membership benefitsOur membership benefits continue to grow as well, giving you an opportunity to be part of a vibrant community that is committed to build valuable businesses, and prepare and execute successful transitions. We’re happy to offer the following benefits:
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