Industry Spotlight: Exit Planning Exchange
In today’s world, knowledge doesn’t just come from books and “experts”. Communities and networks contain knowledge that can be shared.
We recently held the second event for XPX, the Exit Planning Exchange (www.exitplanningexchange.com), an organization designed to better train advisors to business owners so they can have successful exits. In the room were 65 professionals with expertise in the areas of estate planning, insurance, taxes, accounting, investment banking, money management, and business consulting. The networking and connections allow for the exchange of knowledge and opportunities. The XPX programs focus on further educating those advisors involved in this field. One of our goals with XPX is to extract valuable knowledge (and war stories) from these experienced and successful advisors. 2007
