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Produced by XPX New Jersey With public equity markets continuing to rise, many of us are curious if the private market valuations should rise as well. Too many owners are struggling and questioning their future and with that are considering an exit. But will their valuations justify an exit? What is the current read on…
Program produced by XPX Chicago Has Covid-19 changed thinking and actions regarding sale-readiness and exit planning? Should owners be adjusting timelines and planning for an eventual exit? How have business valuations changed? Have new doors opened, while others have closed for owners thinking of selling? What is the latest advice and guidance to prepare businesses…
Program produced by XPX Fairfield County and XPX Hartford. Fine Print: The Deal’s Not Done Until the Paperwork is Signed The LOI and Asset/Stock Purchase Agreement is a critical step in the M&A process. Negotiating these agreements takes experience and skills to properly protect the client. All of this must take place before the deal…
Two new member profile fields options for your profile: Disclaimer: If you work for a regulated firm and adding a disclaimer would enable you to get permission to have a public profile on XPX, please send us the language and we will add it to your profile. New areas of expertise: Cooperative business models, Worker cooperatives. It’s…
Program produced by XPX Maryland. Understanding New Tax Laws: What Do they mean for business owners Ed Kidner, Attorney at Davis, Agnor, Rapaport & Skalny, helps us traverse new Tax Reform legislation and understand how the new laws will impact business owners. Our Speaker: Ed Kidner, Attorney at Davis, Agnor, Rapaport & Skalny, LLC Ed…
Program produced by XPX New York. Quality of earnings: why needed, best practices and stories from the experts Two panelists from leading accounting firms with deep experience in conducting Quality of Earnings work will address the fundamentals of QoE, why it is important for both sellers and buyers, and share some interesting stories derived from…
Program produced by XPX Atlanta. how to xpx: help, my ebitda sucks! What do you mean my EBITDA sucks – and what does that have to do with my business value? Episode #3 on our business owner’s journey towards a successful exit. Experience our “owner’s” dose of reality on how his company’s financials are the…
Program produced by XPX Philadelphia. behind the numbers: Quality of earnings in a transaction Quality of Earnings Reports are becoming a key activity during the due diligence process. In this session we will take a deeper look at what a Q of E report is and why it is important. Our Speaker: Richard Izzi, Partner,…
Program produced by XPX Long Island. Long Island Case Study Part 4: Operations- Scalable Business Models that Maximize Profits The owners of HiTech, our case study company, are looking for ways to create additional value in their business in pursuit of a profitable exit. Transforming their operations will be a key driver of their ability…
Owner Readiness vs. business Readiness Do you know what it means to “get ready” as an owner? And how is getting your business ready for exit different from getting yourself ready? Julie will help you understand the distinctions between these two types of “readiness” and explain why both are critical to a successful business exit…
Start up and growth cycle: Top 10 most expensive mistakes in forming and operating a business Our Speakers: Steven Bankler, CPA, PFS, Cr.FA, CFF, CGMA – President, Steven Bankler, CPA, Ltd. Steven Bankler started his practice over 43 years ago. His unique firm has only CPAs working on client’s book and records. The firm provides…
XPX is a valuable network of very experienced advisors to privately-held businesses. It can be a little intimidating to emerging professionals. But as good exit planners, we know that your firms need to develop your advisors and give them career advancement opportunities. That’s why many of our Chapters have specific membership and/or content alternatives for…
Program produced by XPX South Florida. Is Now the time to sell? Is the Market Strong? This panel discussion will feature experts that can discuss the state of the market, valuations, what buyers are looking for, and what sellers should consider before they sell. The time between 5:30pm and 6:00pm will be used for breakout sessions…
The Future of Real Estate in a Post-Covid World The New Jersey chapter is excited to continue our programming year with another thoughtful and insightful meeting. Our chapter is growing and welcoming professional advisors who help business owners plan for a successful exit. As we continue to examine many of the different planning considerations…
Program produced by XPX Philadelphia. Let’s Get Creative: Options for Financing Deals Between $5-$10M Solutions for funding deals between $5M to $8M are few and far between. These deals exceed the $5M cap for SBA financing and often exceed the maximum amount for a non-collateralized loan. To get a deal done, an acquirer needs more…
Program produced by XPX New York. Recognizing and Responding to Liquidity Challenges As professionals serving the XPX business community, it is critical that you are sensitive to the telltale signs of companies in distress. During this event we will present some of the key symptoms and indicators of a company facing operational, financial, and survival…
Program produced by XPX Atlanta. Getting the Launch Codes Join us for the next chapter of our business owner’s journey towards a successful exit. The advisory team is being assembled, but where’s the “road map” for the trek ahead? Hear from experts on how an appropriately crafted baseline business review can provide the “launch codes”…
Case Study Session 3: Focus on Growth, Building Sales and Enhancing Effectiveness HiTech owners want to grow the business to make it salable in a few years. A key area of focus should be the sales organization. The company needs a sales organization that can succeed after the owners exit the business. How can the…
Program produced by XPX DC Metro. Rapidly Accelerating Business Value: Where to Start? Business owners know their businesses better than anyone. They have spent countless hours and sleepless nights working to build a valuable business to provide a living today and hopefully, sell in the future. But did you know 80% of business owners can…
Your XPX Member profile is a powerful way to make it easy for people to find you and connect with you. But please know that we have a clear privacy policy and give you a lot of control over what information other members and the general public see. To get started in seeing and/or editing…
Program produced by XPX Chicago. Retirement Readiness 2020 was exceptionally volatile for the investment markets. With little warning, we were thrown into a global health pandemic, bringing global economies to a standstill. As a result, the markets went from all-time highs into bear market territory in record time, with segments of the markets losing 30-40%…
Elements of an Elevator Pitch Learn how to communicate your brand and achieve your “15 minutes” of fame! Join me and our XPX EP board members for a virtual meetup after work where Jim Klein, President of Acrobat Marketing Solutions, Inc., will explain the elements of an elevator pitch. Registration is encouraged and there…
Program produced by XPX Atlanta and North Fulton Business RadioX. The Exit Exchange Podcast, Episode 1: Interview with Mary Adams on North Fulton Business Radiox
Program produced by XPX San Antonio. Exit Planning Roadmap & Roles of Exit Planning Team Members Exit planning requires a professional advisory team, but “teams” win with a coordinated and focused effort around a common goal. Join us for a discussion of the roles of the planning team members, and how they can best serve…
Simulated Legal Negotiation Please join us for this unique opportunity – Put yourself in the driver’s seat as you watch legal teams simulate the real-world of negotiating the deal including the good bad and the ugly. Watch as counsel for each of the seller and the buyer “face-off” in this action packed negotiation. Learn some…