XPX Advisors serve clients at the heart of our local economies – and they need our urgent help now. The good news is that we are ready.
“Just having this community already in place is the best thing of all. That’s why we’ve all been working so hard on this. I think we, as XPX, have a unique opportunity to share best practices: how to communicate with the bank, how to manage employees, how do have difficult conversations with customers, clients, suppliers and landlords. It’s both relevant and topical for right now. Let’s be there for our clients and for each other. ”
Our community includes advisors and owners in all stages of this process. Our members have specific areas of expertise as well as a holistic understanding of the breadth of challenges an owner faces throughout the stages of the private company life cycle. This helps XPX members to work in the best interest of their clients.
We have a clear set of shared principles for advisor excellence. Each of the 12 professions involved in XPX has specific ethics and practice guidelines. Our members take this a step further, adhering to a set of principles that guide collaboration and long term thinking.
We are unique in that we are the only open advisor network in the private company/business value transfer market. This means that we do not advocate a single approach or vendor. Instead, we endeavor to be a place where all advisors, owners and vendors can interact and collaborate.
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