Leadership Collaborative

When you are working to launch a new Chapter, all the pages in the Leadership Collaborative can be helpful. However, this page provides focused resources and options for the startup phase.

Getting Started

Introduction To The Chapter Launch Process

Introduction

Grow Your Business

The Exit Planning Exchange is a learning community of and for professional advisors who work collaboratively to help owners build valuable businesses, assist them in preparing and executing a successful transition and ensuring the life and legacy they seek.

Network

Reach Out & Create Connections

Each XPX Chapter is an independent, locally-controlled non-profit. But the Chapters and Members are also part of the network of all the XPX Chapters which is supported by XPX Global LLC.

Learn From Experience

Learn More, Do More

Over the course of its first 10 years of development, the network grew to 10 Chapters. Our pace of growth is now accelerating.  We have learned many lessons and have enshrined the best practices in this Startup Kit.  This resource is available to all the members of your Launch Team.  We give team members access as we become aware of them. Please contact us if there are others who should have access.

XPX Resource Library

XPX Resources

Introduction Resources

Start a Chapter

Click to learn how to start an XPX Chapter to grow your business and help your clients get better outcomes.

Experience XPX

Each month in this new series, we will be featuring a few of these Chapter leaders, and what they get out of XPX.

Experience XPX Calendar

XPX hosts periodic web meetings to examine issues of shared interest to the exit planning community.

XPX Library

Key Manuals

Chapter Startup Kit

This Kit is designed to assist new Chapter Launch Committees in their initial startups.

Chapter Manual

This manual is aimed at XPX leaders, members of Chapter Boards, and XPX Global staff.

Messaging

Our messaging document aims to arm you with the core messaging of our organization.

Style Guide

Our Logo acts as our signature and is the common thread among all our Chapters and all forms of communication.

XPX Library

XPX Downloads

XPX Overview

This Kit is designed to assist new Chapter Launch Committees in their initial startups.

What To Expect at XPX

This manual is aimed at XPX leaders, members of Chapter Boards, and XPX Global staff.

Member Demographics

Our messaging document aims to arm you with the core messaging of our organization.

Advisor Principles

Our Logo acts as our signature and is the common thread among all our Chapters and all forms of communication.

Starting an XPX Chapter

This Kit is designed to assist new Chapter Launch Committees in their initial startups.

Launching Team Profiles

This manual is aimed at XPX leaders, members of Chapter Boards, and XPX Global staff.

Critical Path to Chapter Launch

Our messaging document aims to arm you with the core messaging of our organization.

Chapter Formation Checklist

Our Logo acts as our signature and is the common thread among all our Chapters and all forms of communication.

Startup Event History and 10

This Kit is designed to assist new Chapter Launch Committees in their initial startups.

Learn more, do more.

Smarter Business that Helps You Build & Grow

Launch Team

1 - Catalyst

The Catalyst is the first person or small group of people who fit the XPX member profile[link] who see a need for XPX in their local market. Catalysts are often looking to leverage an opportunity such as a new market, new business/role, new mandate for business development, personal or professional changes.

Each XPX Chapter is an independent, locally-controlled non-profit. But the Chapters and Members are also part of the network of all the XPX Chapters which is supported by XPX Global LLC.

Over the course of its first 10 years of development, the network grew to 10 Chapters. Our pace of growth is now accelerating.  We have learned many lessons and have enshrined the best practices in this Startup Kit.  This resource is available to all the members of your Launch Team.  We give team members access as we become aware of them. Please contact us if there are others who should have access.

5 - Foundation Group

The Catalyst recruits the Foundation Group through a combination of personal conversations and face-to-face meetings.  It makes sense to invite a representative of each of the most common XPX professions to this group, such as an accountant, lawyer, M&A intermediary, banker and consultant. It’s good practice to make sure one or two of the Foundation Group members have prior experience with non-profits and/or staring a new organization.  XPX Global can hold a briefing with this group at the appropriate time to support the messaging of the catalyst(s). 

15 - Launch Committee

The Foundation Group invites potential Launch Committee members to an introductory meeting. This meeting will typically have 15-20 attendees. A good goal is to get at least one representative from each of the 12 professions represented in XPX.  Some duplication is to be expected in core professions (accountant, lawyer, M&A intermediary, banker and consultant). XPX Global can brief the group and then the Foundation Group can use the attached agenda and information sheets to plan the three jobs of the Launch Committee: 1-Recruit Launch Sponsors, 2-Build your mailing list, 3-Plan first events.

50 - Your First Events

Soon, you’ll be on your way to your first event. A good target is to develop an email list of 150 and get 50 people to the first event. You’ll introduce them to XPX and invite them to set up a free profile. 

You’ll keep having events from then on. We’ll still be behind you and work with you to continue to refine your events, membership and sponsorship efforts. In your first year, you’ll also create an independent non-profit organization and open a bank account. Once this is in place, your Chapter and XPX Global will sign our standard agreement and you will begin operating as an independent local entity. 

Going forward, you’ll continue to refine your model. You’ll learn from other Chapters and become an active member of the Leadership Collaborative. With each new year, you’ll continue to build the strength and size of your network. 

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