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When Advisors Collide Going through a deal is stressful, and business owners rely on their professional teams to navigate the process. But what happens when those advisors don’t see eye-to-eye? Join our next panel event, “When Advisors Collide” for an interactive discussion on what to do when your clients are receiving conflicting guidance, complete with…
Program produced by XPX Long Island. Case Study Session 2 In our second case study discussion we will have a live owner-engagement session with Dr. Matthew Kerzner, Director of EisnerAmper’s Center for Family Business Excellence. Matthew will walk us through navigating how emotions can be removed before they takeover so management can succeed into and…
“It’s not the strongest species that survive, nor the most intelligent,but the ones most responsive to change.” – Charles Darwin What a year. All of the (family-friendly) adjectives we might use to describe 2020 seem inadequate. Few people were sorry to see the year come to an end, but there is something business owners, CFOs and managers can be…
Program produced by XPX DC Metro. The State of Exit Planning in 2021 Despite the challenges and turbulence of 2020, the Exit Planning/M&A market has remained very active. Some industries have been significantly affected, while others have remained virtually untouched. In many cases, we have had to adjust our business practices, while still relying on…
Shark Tank star Mark Cuban has been a startup investor and serial entrepreneur since his teenage years selling garbage bags, creating chain letters, offering dance lessons, and even running newspapers from Cleveland to Pittsburgh during a strike of the Pittsburgh Post-Gazette. Mr. Cuban is ranked #177 on the Forbes 400 list for 2020 with an estimated $4.3B…
The CDC found that the average cost of a habitually absent employee is nearly $1,700 per year. If you have chronically absent employees, you need to take the time to explore the reasons why they are missing work, and it’s also important that you maintain frequent communication with their team members to assess if the…
Program produced by XPX South Florida. From Olympian to Entrepreneur through Covid Panel discussion with former Olympic swimmer Kara Lynn Joyce – successful entrepreneur whose business pivoted and evolved during COVID. Our speaker will be interviewed by Cejih Yung, sport agent to multiple Olympic athletes and CEO of CG Sports Management Co. Watch this quick video…
Program produced by XPX New York. What does Covid-19 Mean for Valuation in your Community Heading into 2021? Using data from multiple resources, our guest speaker, Sean Hutchinson, addresses the potential for one of the biggest economic disruptions in history and makes the case that cities are standing on what he refer to as a…
Program produced by XPX San Antonio. Year-end Planning from a Human Resources Perspective Our Speaker: John Seybold – SPHR, SHRM-SCP, CCP – Market Manager, San Antonio, Employer Flexible My team and I help executives solve employee related problems. With almost 30 years of HR leadership, I help my clients efficiently manage employee issues, Department of…
Program produced by XPX San Antonio. Year-end Planning from a Tax Perspective Our Speaker: Kimberly C. Ford – President, theKFORDgroup Kimberly C. Ford is president of theKFORDgroup, a leading CPA firm. She has served as a leading tax expert for more than 30 years. Her areas of specialty include tax, accounting, financial and estate planning….
We are pleased to introduce the Informed Inclusion Book Club as a forum for XPX members and guests who want to grow in their knowledge and understanding and take meaningful steps in combating racism, sexism, and other biases and discrimination through education and self-awareness to achieve greater equity and inclusion in our country, in our firms, and…
Program produced by XPX Atlanta. 2020 Wrap-up and Preparing for 2021 The Economy, Stress, and your Brand / Messaging. A non-political update on the economy, expert advice on business owner stress and best practices on messaging for 2021 realities. How to prepare your practice and guide your clients. Join Moderator Roxann S. Smithers; panelists Jeff…
Program produced by XPX Long Island. It’s Back! A Long Island Case Study for 2020-2021 As you know by now, XPX is a multi-disciplinary community of professional advisors who work collaboratively to help owners build valuable businesses and assist them in preparing and executing a successful transition. As an association of seasoned advisory professionals for…
Program produced by XPX Maryland. Navigating Maryland’s Business Climate Please join us as Duane Carey, President of Maryland Free, provides a no-holds-barred view of Maryland politics and discusses business-related bills that passed the 2020 Session of the Maryland General Assembly. Duane will outline how these bills will impact business in Maryland now and in the…
Program produced by XPX Philadelphia. Small and Micro Business Valuation Under Covid-19 Cover ways to calculate micro and small business value during times of increased risk and uncertainty. Covid-19’s effects on the economy has magnified risk and uncertainty for small business – making the job of valuators more difficult. The program will dive into problematic…
Program produced by XPX Tri-State. Post-Election Analysis XPX Tri-State – covering New York (New York City & Long Island), Connecticut (Fairfield & Hartford), and New Jersey – meeting with core coverage areas including: The state of the economy and business environment, nationally and regionally. Wealth planning, the corresponding tax implications and how the specific factors play into the merger…
We’ve been working to enable our members to easily add events to your calendar. It’s now available for all events. In your confirmation email, you’ll see this notice: TWO STEPS TO ADD TO YOUR CALENDAR COPY THE VIRTUAL LOGIN INFO FOR THE EVENT: For virtual events, you will need the secure login below. You can add the login to your…
Program produced by XPX Greater Boston. Planning with Uncertainty Post-election Following a polarizing election season and the potential for a “blue wave” there is heightened uncertainty around the outlook for business and personal tax policy as well as corresponding sale and succession planning. Join XPX NE for a panel discussion about the potential impact of…
Program produced by XPX Atlanta. Seeking Capital: Debt and Equity Options An XPX Atlanta panel on Seeking Capital in a post-Covid environment. There’s no question that the cost, amount and availability of debt & equity have changed in 2020. Moderated by @Bob Tankesley, join panelists @Jason Sleeman, @Phillip Williams and @Jamie Elias for fascinating perspectives…
Program produced by XPX Fairfield County and XPX Hartford. Financial Management in Private and High-growth Organizations and Those Considering Exit Opportunities The heart of XPX is the inter-disciplinary nature of exit planning. As advisors to business owners we understand that it takes a team of experts working together to navigate a successful exit. Working in…
Program produced by XPX Chicago. Year-end Tax Planning The final quarter of the year presents last minute opportunities for tax planning. We will focus on a few areas: Purchase and expensing of equipment to be in service before year end. Election to be a cash basis taxpayer. How does PPP Loan forgiveness come into play….
Program produced by XPX New Jersey. The Election and the M&A Market 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…
Program produced by XPX South Florida. Fireside Chat with TWO Seasoned Business Owners and Their Exit Experiences The new XPX South Florida Chapter is excited to present a Fireside Chat with three seasoned business owners who will reflect upon their experiences exiting their well-established businesses and share the triumphs and pitfalls of their actual exits. The event’s…
Program produced by XPX Chicago. Managing Your Career During the Pandemic Program Speaker: Megan Walls, Career Coach Our XPX EP board members discuss best practices on managing your career during the pandemic. The goal of the XPX Emerging Professionals group is to connect like-minded, career driven and entrepreneurial individuals who are early in their career…
Program produced by XPX Maryland. High Risk, High Potential, High-healed Entrepreneurs Gina Dubbe and Dr Leslie Apgar share with us how a ob-gyn and an engineer turned entrepreneur became best friends and embarked on a cannabis enterprise that paid off big. With equal parts humor, humility, and resolve, they discuss their challenge and triumphs. They…