GROWTH. TRANSFER. LEGACY.
We invite you to consider membership in XPX San Antonio!The Exit Planning Exchange San Antonio is a unique multi-disciplinary association of professional advisors who work collaboratively to help owners build valuable businesses and assist them in preparing and executing a successful transition. We welcome qualified individuals and firms as members.
A Good fit?
You’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.
We hope that you will become an active member of our chapter and take advantage of the valuable benefits we offer as an organization:
Resources– You’ll learn from great content and programming. “What I know, What I don’t know, What I don’t know that I don’t know. XPX helps me get this right.”
Relationships– You’ll expand your network with people who are genuine, inviting and welcome collaboration. “We’re givers, not takers (and givers get more in the long run)”
Visibility– You’ll raise your profile by sharing your knowledge in meetings, networking and contributing to our on-line Owners’ Academy knowledge base. “I know the guy/gal! who can help”Principles– You’ll find a group of like-minded advisors who share our values of collaboration, client first, long-term thinking, focus on the human factor and continuous learning. “It’s about the quality of the people in the room.”
The most valuable part of my participation with XPX is the education about exit planning that I have received from attending meetings and from all the members. XPX is a very approachable group. Everyone is willing and interested in an exchange of ideas. I especially like the Power of Three which enables you to get to know other members better.
I really enjoy the small group interactions at XPX which is different from other organizations. I have also received an engagement from a XPX member.
XPX offers excellent content based seminars specifically geared towards professionals focusing on the sale or transition of a business. The diverse topics and membership provide strong networking opportunities. Both the targeted content and diverse membership, focusing on bringing advisors together as a team to help the client, help XPX stand out from other organizations.