Sponsor

Meet our London Founders

John GrisbyGMG Ltd

Stephen Berry Acuity Law

Daisy DivokaEMW Law LLP

Neil MulkernTech Investor

Advisory

Leo BonesEQ Investors

Mark Howlett EQ Investors

Agenda

1. What is XPX – Exit-Planning Exchange?

2. What is XPX London?

3. Professional adviser collaboration – experience how it works

4. Live Case Study – Founder/Owner Perspective

5. XPX London Membership/Activities 2019 & Vision 2020

6. Networking, Canapés and Drinks

Let’s talk about referrals…

What % of referrals does your business get?

Why do you get referrals?

Who gets referred?

Recommendations

1. Make your specific expertise widely visible to referral sources

How? Speak at conferences and trade shows, share high profile successes, and

position your firm at the forefront of important industry trends

2. Build a sophisticated, high quality website

A low-quality website can eliminate you from consideration when companies research

possible service providers

3. Develop and maintain good social relationships with

professionals you work with

When a potential referral source is familiar with your expertise and has strong social

ties with you, they are much more likely to refer to you. However, friendships alone

are much less powerful

4. Reciprocity pays

If you make referrals you are more likely to receive them in return. While failing to

refer to companies may not hurt you, doing so definitely helps

What is XPX? Exit-Planning Exchange

Bringing the private company adviser community

together

Member events to promote

Peer learning

Collaboration

Networking

Visibility

Topics that cover all three phases of the private

company life cycle

XPX – The Three PillarsG

row

th • Innovating/Developing New Products

• Management and Leadership

• Efficiency and Production

• Financial Accounting

• Business Growth

• Marketing

• ExportingV

alu

e • Tax/NI Law and Payment

• Asset Management

• Workplace Pension

• Capital Investment

• Employment Law

• Health & Safety

• Legal Issues

• Regulations

• M&A

Le

ga

cy • Individual Goals

• Family Goals

• Guiding Values

• Corporate Social Responsibility (CSR)

• Continuing Legacy

• Wealth Management

• Retirement Planning

1. Professional adviser collaborative community

2. Founder/owner stories and insight

3. Professional adviser expertise/learning

Strategic Networking Examples

XPX Global Vision

Chapters

• Easy to build a lasting network that meet member needs

Members

• Learning, relationships and visibility

Clients

• Education, professionalism and collaboration

Communities

• Sustainable local employment and community support

Adviser principles‘To be the heart of the SME and middle market’

XPX London Drivers – Demographics

Source: https://www.gov.uk/government/statistics/business-population-estimates-2017

XPX London Drivers – Demographics

•The retiree population is growing rapidly, and

by 2020 it will make up one in five citizens

•Within 20 years, nearly a quarter of the UK

population will be aged 65 or over

•One third of the labour market will be over 50

in 2020

•Baby boomers hold more than half of the UK’s

private wealth

•The largest pool of retirement income is in the

South East

Source: https://www.gov.uk/government/statistics/business-population-estimates-2017

• 5.7 million private sector businesses in the UK

• Small businesses accounted for 99.3% of all private sector businesses and 99.9% were small or

medium-sized (SMEs)

XPX London Drivers – Market Size

XPX London Drivers– Market Distribution

Source: https://www.gov.uk/government/statistics/business-population-estimates-2017

UK Government 2019-2020 Strategy

•Core focus is on SME productivity and leadership

•Spend £31 Million on working with Universities to develop local solutions to help 2,000

SMEs

•£11 Million for SME Leadership, etc. ’programmes’ | £20 Million for networking/marketing

activities

XPX London – Adviser Opportunity

•Support significant growing number of businesses owners who are retiring

•Support professional advisers in London

•Overcome significant internal barriers with a purpose – ‘The 3 Pillars’

•Support SME niche areas like Family Owned Businesses and Same Sector Verticals

•Consider the potential for Micro SME Exit-Transition

•Lead a space where no existing Exit-Transition information, education or association exists

Strategic Conversations and Networking

1. Identify your particular professional advisory lifecycle pillar

2. Take 5 minutes to complete form

3. Place completed form under related lifecycle pillar

4. Individual professional adviser intro + story (4 min max each)

Strategic Conversations and Networking

Graeme Godfrey

Live Case Study

“If I only knew then what I know now

about the 3 Pillars”

1. Tell us your experience about the First Pillar.

2. What would have made it different?

3. What advice do you have for professional advisers in the

First Pillar?

XPX – The Three PillarsG

row

th • Innovating/Developing New Products

• Management and Leadership

• Efficiency and Production

• Financial Accounting

• Business Growth

• Marketing

• ExportingV

alu

e • Tax/NI Law and Payment

• Asset Management

• Workplace Pension

• Capital Investment

• Employment Law

• Health & Safety

• Legal Issues

• Regulations

• M&A

Le

ga

cy • Individual Goals

• Family Goals

• Guiding Values

• Corporate Social Responsibility (CSR)

• Continuing Legacy

• Wealth Management

• Retirement Planning

Membership Benefits

1. Resources

You’ll learn from insightful content and events.

2. Relationships-Referrals

You’ll expand your network with people who are genuine, inviting and welcome collaboration and be part of an organised

ecosystem to support private companies.

3. Visibility

You’ll raise your profile by sharing your knowledge in meetings, networking and contributing to our on-line Owners’ Academy

knowledge base.

4. Principles

You’ll find a group of like-minded advisers who share our values of collaboration, client first, long-term thinking, focus on the human

factor and continuous learning.

What Members Say…

“What I know, What I don’t know, What I don’t know that I don’t

know. XPX helps me get this right.”

“We’re givers, not takers (and givers get more in the long run).”

“I know the expert who can help.”

“It’s about the quality of the people in the room.”

XPX London – Activities 2019

Collaborative Community

• Member-driven events

• We need your help to grow

Yearly Topic

• Follows a logical journey and 'stepping stones' to exit-transition

• Members can dip in and out as relevant to their interest

Event Topic

• Rotation between three pillars: Business Growth, Business Value and

Business Legacy

• Then back to the beginning again

2019 Agenda Topics

September 26th

December

TBA

October

24th

XPX London – Vision 2020

6 strategic events

1 summit

Webinars

Podcasts

LinkedIn / Blogs

Owner Academy

Videos

Owner Readiness Survey

Sponsor

Thank you !