The document provides information about an upcoming event hosted by XPX London about selling a business and planning for what comes next. The agenda includes presentations from financial advisors and business owners on their experiences with transition. XPX is described as an association for advisors that focuses on business value growth, transfer, and owner legacy. It aims to provide resources, relationships and referrals, visibility, and a group aligned around principles of collaboration and putting clients first. Membership offers access to events, content, and a network to support business owners through different stages. The event will cover topics related to exiting a business and planning for life after an exit.

1. Sponsor
XPX London: You've sold your business - What Next?
14 November 2019

2. 2. XPX London and Updates
3. You've sold your business - What Next? (Third Pillar – Owner Life Legacy)
4. Professional Adviser Collaboration - Experience how it works
5. XPX London – Membership and Activities 2020
6. Post Event Networking with Canapés and Drinks
1. Welcome to XPX - Exit Planning Exchange
Agenda
a. Professional Adviser: Financial Advisor Story and Q&A
b. Live Case Study: Founder/Owner Story and Q&A

3. What is XPX – Exit Planning Exchange?
The Exit Planning Exchange is an association for advisors who provide professionalism, collaboration
and principles to the heart of the middle market (US/Europe). Our Chapters are local nonprofits that
serve advisors who work with business owners in all stages of the private company life cycle: business
value growth, business value transfer, and owner life and legacy.

4. The Heart of the SME Mid-Market
Lasting network
that meets
member needs
Learning,
relationships
and visibility
Education,
professionalism
and collaboration
Sustainable local
employment and
community support
Advisers Principles: Work collaboratively, Put the client first, Think long term,
Consider the human factor and Always be learning.
What is XPX? XPX Mid-Market Vision

5. What is XPX? Three Pillars

6. XPX London Updates
Andy Weavill – Co-Founder of Ten X Growth
XPX Event Strategy and Planning Committee

7. Live Case Study
Daniel Bloomfield DipPFS, Cert II (MP)
Daniel Bloomfield Wealth Management Ltd
A Partner of the St. James's Place Partnership
Graeme Godfrey
Passionate About Business
You've sold your business - What Next?
Third Pillar – Owner Life Legacy

8. Professional Adviser Collaboration
What is your experience of helping clients transition into ‘What is next?’
What type of influence and collaboration did you experience?
10 min

9. XPX London - Get involved
Corporate, Individual and Pay per Event
Events
Membership
Sponsorship
Other
Monthly, Summits and Webinars
‘Spotlight’, Event and TBC
Be a committee member

10. 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 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.
Membership Benefits
1. Resources
You’ll learn from insightful content and events.

11. “I know the expert who can help.”
“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).”
“It’s about the quality of the people in the room.”
What members say…

12. XPX London - Activities 2020
Collaborative Community
• Member-driven events
• We need your help to grow
8 Events and 1 Summit
• Event topics follow 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:
a. Business Growth
b. Business Value
c. Business Legacy
• Then back to the beginning again
Coming in 2020!

13. Thank you !