A New Generation of Learning, Relationship Building, and Success
Many of the XPX Chapters are launching unique membership and programming offerings for young and/or emerging professionals.
This is an important constituency for XPX because these individuals represent the next generation for the advisory firms that are XPX members and sponsors—and the professionals who will support the next generation of member and sponsor clients.
Emerging professionals are forward-thinking people interested in expanding their skills. They are generally earlier in their exit planning careers (maybe early in overall career) and would benefit from a comfortable place to learn and network with other emerging professionals. This is less about age and more about experience level with exit planning.
This page includes information about who is involved at this level and a calendar of current and past events.
Just starting to build your advisory career? Many XPX Chapters now offer unique membership opportunities and programs to help younger and/or emerging professionals connect with each other, increase knowledge, and build relationships to accommodate the next generation of middle market clients. XPX’s Emerging Professionals can help you –
Emerging Professional Chairs
If you are forming a new business, your business is not growing or you want to exit your business; or you are looking for an estate plan
You'd like to connect.
Emerging Professional Members
You simply need a second set of eyes on a solution or are looking to provide a creative holistic strategy to enhance the after tax value of a family enterprise
You are a private business owner or public company executive going through a transaction or thinking about a transaction. I can help you avoid the pitfalls along the way.
Make XPX Part of Your Business Plans
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