Program produced by XPX Atlanta. A critical pillar in XPX Atlanta’s Vision – “Changing the Trajectory of Exit Planning in the Southeast” – is true collaboration among the advisory team members. This is not collaboration in a vacuum but designed to provide our clients with dramatically better advice than all of us providing guidance individually….

Program produced by XPX New Jersey To culminate a great year of programming information, we are privileged to have as our guest keynote, Matt Anderson, author of Fearless Referrals, who will help all of us with insight to better networking and referral opportunities. Matt’s insight will assist both operating in a virtual environment as our workplaces…

Program produced by XPX New York. The presentation will discuss the Federal Paycheck Protection Program (PPP) loan program and obtaining forgiveness and tax ramifications, along with some of the often overlooked aspects of the 2017 Federal Tax Law and highlight some of the multi-state tax changes that have permanently changed how businesses tax responsibilities have…

Program produced by XPX Maryland. Getting Back to Work: How to Effectively Communicate Who, What, Where & How to Employees, Clients & Prospects Restaurants and businesses are reopening, vacations are once again being booked, and everything is slowly getting back to normal, right? We can all likely agree that the outlook for the second half of…

Program produced by XPX New Jersey Where To from Here? The New Jersey chapter is ready to support our members and their guests during a critical time for our country. We have established a virtual meeting environment to allow our members to participate safely and engage with others during this time. Over three months have…

Program produced by XPX Chicago The Psychology of Leading Through the Pandemic –The Business Owner’s Experience What are you feeling on the inside? Typical emotional reactions in a crisis – What’s normal, and how can you use your feelings constructively? Spheres of impact – Who is influencing your emotional response, what impact is it having,…

Program produced by XPX Fairfield and XPX Hartford Like it not, Covid is a disruptive reality. But for savvy and proactive businesses there is an opportunity to take action to strengthen and prepare for the future as we emerge into a new normal. Our four speakers, each representing a critical business component, will present ideas…

Program produced by XPX Philadelphia In these uncertain times, business owners may desire to understand the net cash flow that could be generated from a sale of their business. When a client buys or sells a business, often the “real” dollar impacts of the deal are not readily determinable. Learn how analyzing the financial implications…

Program produced by XPX Long Island As we close out our Long Island Chapter for the 2019/2020 session we will circle back to our case study and finalize considerations for the family and business. You can expect to learn: * The journey to closing from an investment banking process * How to get the right…

When, Why and How to Obtain a Quality of Earnings Review Program produced by XPX New England Join XPX New England for an expert panel discussion of Quality of Earnings: What is a QOE? Who should get one – the seller or the buyer? What are the benefits? Can you sell your company without a…

Progrram produced by XPX Chicago We all learn from each other. In this program, you will hear the first-hand stories of how some businesses — in a variety of industries — are pivoting, adapting, and changing at all levels: Changing customer services and products, altering methods and manner of operations, taking care of their people,…

Program produced by XPX New York  Using Delaware Statutory Trusts for 1031 Exchanges Real Estate is one of the more commonly held investments across all types of investors including many small to medium size business owners. As a result, many of the professionals within the XPX community are familiar with the concept and powerful tax…

 A Client Case Study Produced by XPX Atlanta Effectively preparing to sell a business requires different approaches based on the time horizon a company has prior to a transaction. Business owners should take defined actions early on, mid-way through, and even in the late stages to get ready for a buyer’s comprehensive assessment to increase…

Since our recent PPP Round Table, the SBA has issued new rules for loan forgiveness. There are so many questions and ever-changing answers about the rules of the program and how to manage this.  To help make sense of things, we’re hosting this open forum to hear from our panel the latest information on the…

Program produced by XPX New Jersey This powerful discussion addresses the reopening process for the business community. Our discussion will be led by Christopher Collins who is Director of Executive Master of Human Resource Management Program (EMHRM) in the School of Industrial and Labor Relations at Cornell University. Since the start of the covid crisis…

We’re at a crucial moment with the PPP program as companies in the first round of financing are reaching the end of their eight-week expense period. There are so many questions and ever-changing answers about the rules of the program and how to manage this.  To help make sense of things, we’re hosting this open…