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Program produced by XPX Chicago. Navigating Business Interruption: Why Change is Necessary This discussion entails how business interruption, whether caused due to a global pandemic or your own company crisis, can be viewed from three different yet connected angles: Leading with Resiliency, Innovation out of Change, and Culture of Employee Engagement. Reflecting on ideas and…
Program produced by XPX San Antonio. XPX San Antonio Owner and Advisor Summit M&A Communication Strategies in a Pandemic World Key Note Speaker:Leslie Komet Ausburn, President/CEO – Komet Marketing Communications
Program produced by XPX San Antonio. XPX Owner and Advisor Summit Exit Planning and Implementation to Inside Parties During the Pandemic Moderator:John Dini, CMBA, CExP, CEPA – MPN, Inc. Panelist: Steven Bankler, CPA -Steven Bankler CPA, Ltd with client Jeremy Calvert, CEO – Vighter, LLC James Rosenblatt, Attorney – Rosenblatt Law Firm with client Andrew Jett, President…
Program produced by XPX San Antonio. XPX San Antonio Owner and Advisor Summit Exit Planning & Implementation to Third Parties During the Pandemic Moderator: Kelly Foster, Attorney – Gardner Law Firm Panelist: Tim Geppart, CFO – Vaco Tim Geppart, CFO – Vaco with client Bill Roberts, CEO of T&D Moravits & Co. Steven Bankler, CPA -Steven…
Program produced by XPX San Antonio. XPX San Antonio Owner and Advisor Summit Valuations & Financing Problems During the Pandemic Moderator: Carolyn Smith, Chartered Advisor in Philanthropy, Senior Partner – C3Financial Panelist: Kim Ford, CPA – theKFORDgroup Jim Park, ASA – Munroe, Park, & Johnson, Inc. Robert Potter, Executive Vice President, Lone Star Capital Bank Tim Ramon,…
Our virtual power networking program has deep roots in the history of XPX. It’s been an important way that members get to know each other better. Collaboration takes this kind of investment to be able to know and trust another advisor (and for them to know and trust you). Here’s a great story about the…
Corporate value growth is a key metric of success for all companies. Measuring and driving this growth holds numerous unique challenges for privately-held companies, especially in the lower middle market. Fortunately, there are resources available to assist with that process. In this article, we’ll focus on four midrange online platforms used by the XPX members…
Program produced by XPX Long Island. Virtual Business How we spend our time, the connections we make, and developing a strategic plan for virtual business has never been more critical. On Friday October 2nd we will be lead through a micro-session on how to be a master-connector in a virtual world by expert business strategist,…
Program produced by XPX Fairfield County. Where Are We Now? Advising Clients in the “New Normal” It’s been over six months since the world abruptly pivoted to a virtual reality, and we are unlikely to return to normal for many months. Now is a time to reassess and reevaluate. Who is buying? What is trending…
Keys to Raising the Valuation of Your Company Speaker: Greg Caruso, member of XPX Maryland Moderator: Mary Adams, Executive Director XPX Global
Three Things Advisors Should Know About Valuations Speaker: Greg Caruso, member of XPX Maryland Moderator: Mary Adams, Executive Director XPX Global
Program produced by XPX Philadelphia. Stepping into the Void: Option for Helping Clients Speaker: Laura Queen When was the last time you heard, “I just need a simple agreement; or a quick review of my balance sheet, or 10 minutes of advice on how to address an employee concern?; only to find that – “simple”…
Program produced by XPX Maryland. Retirement Please join us as Michelle Fritsch and XPX member Terry Schaefer provide insights and ideas on helping successful business owners transition from full time professional pursuits to actively walking into their retirement years – healthy, wealthy, and wise. Speakers: Michelle Fritsch, Pharm.D., BCGP, BCACP. Principle: Meds MASH, LLC and…
Program produced by XPX Greater Boston (formerly XPX New England). Alternatives to M&A Recaps, Generational Transfers, ESOPs, Targeting a Single-Buyer & More The status of the M&A market has become uncertain for a number of industries for a number of reasons. Business owners planning a traditional exit event may not find the market they were…
Work continues on our new XPX website. On the new site, we’ll be featuring our members’ names, photos and statements about “Why I’m a member of XPX.” We’d love to feature your profile! To take advantage of this added visibility, all you have to do is add a 200-character statement to your profile. The field is at the…
Program produced by XPX Long Island. Where Are We Now? Advising Clients in the “New Normal” It’s been over six months since the world abruptly pivoted to a virtual reality, and we are unlikely to return to normal for many months. Now is a time to reassess and reevaluate. Who is buying? What is trending…
Program produced by XPX New York. Transacting M&A in the Fog of the Impending Election and Covid-19 Jon Zefi, Principal at EisnerAmper LLP, will take us through an analysis of selling your business and transacting in a Trump vs Biden administration with Covid-19 as a backdrop. Between tax considerations and due diligence processes, major shifts…
Program produced by XPX Atlanta. Lessons Learned by Successful Sellers Business exits require careful consideration of multiple factors and lots of work leading up to and through the transaction. Even with the best planning, exits often pose substantial challenges and opportunities for owners and their advisors to collaborate effectively in achieving a successful closing. Join…
Program produced by XPX Tri-State. XPX CT Virtual Summit Day 4: Keynote Fireside Chat with Cindi Bigelow, President & CEO Bigelow Tea Introduction by: Ramsey Goodrich, Carter Morse & Goodrich Fire Chat Moderator: Dick Albu, Albu Consulting LLC
Program produced by XPX Fairfield County and XPX Hartford. XPX CT Virtual Summit Day 3: Owner Life and Legacy Moderator: Michael Clear, Wiggin and Dana Panelists: Keith Michaelson, Lovins Group Francois de Visscher, FODIS Gavin Watson, Former Co-owner of Watson Inc.
Program produced by XPX Fairfield County and XPX Hartford. XPX CT Virtual Summit Day 2: Business Value Transfer Moderator: Steven Pappas, Touchstone Advisors Panelists: Capri Brighenti, Miller Farms Tom Heide, Heide & Company Michael Rocheleau, PTA Plastics
Program produced by XPX Fairfield County and XPX Hartford. XPX CT Virtual Summit Day 1: Business Value Growth Moderator: Steve Ronan, Citrin Cooperman Panelists: Paul Decelles, YardeZone Inc. Brian Kerrigan, Whittlesey Nicole Russo, Microboard Processing, Inc
Program produced by Greater Boston (formerly New England). Our Speaker: Amy A. Zuccarello, Partner, Sullivan & Worcester LLP Please join XPX New England for an informative presentation on corporate bankruptcy, including the Small Business Reorganization Act of 2019, together with a discussion of out-of-court restructuring alternatives for companies in distress, featuring Sullivan & Worcester Partner…
Program produced by XPX Chicago. GAINING TRACTION® IN YOUR BUSINESS If you are the owner or leader of an entrepreneurial organization who wants to see your business consistently run better and grow faster, Beckie Hayes and EOS® can help you and your team clarify, simplify, and achieve your vision. Even the most successful entrepreneurs occasionally find running…
Program produced by XPX Atlanta. Learn the powerful missing value driver in most exit planning. Consider the significance of human strengths when they are aligned with business growth and value building. Short-term and longer-term value building must consider both financial capital and human capital to plan for a successful succession outcome. Maria Forbes, Strategic Workforce Planning…