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                GROWTH. TRANSFER. LEGACY.

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

Start an XPX Chapter

XPX is expanding across the U.S. and internationally. If you are an advisor to privately-held businesses in the lower middle market, we'd be happy to chat with you about how a Chapter could help boost your practice and your local ecosystem! 

New Chapters benefit from lessons learned in the launch of XPX Chapters over the past ten years. We have a clear process to support local groups looking to found a new Chapter. 

Individuals interested in starting an XPX Chapter in their area (i.e., founding members) should consider compiling a list of key contacts who may be interested in assisting them in starting the new chapter.

Our Chapter Launch Formula taps the power of the local community of trusted advisors in cities around the country: 1 person convenes a meeting of 5 and they convene a meeting of 15 to plan a launch. This group gathers 50 participants over the course of their first year. No one person carries too big a burden and everyone benefits from the power of their expanded networks. 

If you would like to learn more, please contact Mary Adams for information and/or view past and future seminars.


Start an XPX Chapter

Hear how one Chapter expanded

Join us at our next web meeting

Videos: Experience XPX

Videos: Start a Chapter

Resources we provide to Chapter Founders

XPX has over a decade of experience and a deep knowledge base to support you. Here’s a list of the many resources you can draw on in your journey:

  • Startup Kit – a 20-page document in hard copy or in the Startup Kit* section on our website that introduces XPX and the startup processs
  • Start a Chapter – a public section on our website with numerous background videos
  • Leadership Collaborative* – the resource pages that support all XPX Leaders including financial, membership, sponsorship, events and presidents
  • Chapter Manual* – found in the Leadership Collaborative, this manual includes checklists for all major functions of an XPX Chapter
  • XPX Website – you can use the top level navigation of our site to give a good tour of the organization including (from left to right): Advisor Directory, Owners’ Academy, Chapters, About (including Principles, FAQ’s, National Calendar, and Help (with lots of Member Tips)
  • Personal Coaching – all Chapters in development are encouraged to take advantage of regular coaching by our Executive Director to help you fill in the blanks as you get to know XPX and to benefit from the many lessons learned in prior startups.

* To access these leader-only resources, please sign into the website using the email and password you created when you completed your membership application

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