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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…
Call me when…. We are in the early stages of updating our website. One thing we are doing is changing the “Call me when” section of member profiles. It appears as a shorthand way for people to get a sense of who you are and why you might be a fit for their clients. Originally, we did…
Program produced by XPX Philadelphia Considerations in investment banking engagement letters & Forecasting for 2020 and 2021 David DeMuth of CFO Consulting Partners https://cfoconsultingpartners.com/our-team/david-p-demuth will lead a discussion regarding best practices for financial forecasting and modeling post COVID 19 for 2020 and 2021. Michael Plunkett of Plunkett Law Group will lead a discussion regarding key terms and considerations of…
This program was produced by XPX Chicago Venturing out of the Pandemic: M&A Within the M&A space with all companies, industry data points out of whack and credit spreads increasing, access to leverage can become tighter. M&A Outlook – History shows as credit spreads increase access to leverage became tighter affecting overall mergers and acquisitions Dry Powder- PE…
This program was produced by XPX Chicago Venturing out of the Pandemic: Financial Challenges The PPP Forgiveness has been a moving target since inception. With many changes occurring and more on the way learn how to choose the right process to manage the situation. PPP – Consider all your alternatives PPP – Don’t just focus on the…
This program was produced by XPX Chicago Venturing out of the Pandemic: Human Capital During this pandemic it is imperative to learn about the human capital side of your business and learn how to navigate it in a COVID talent marketplace: Workforce Optimization – Embrace Technology but don’t rely on that alone Paid Time Off – Follow…
Program produced by XPX New England Business Interruption Insurance and COVID – 19: In this program you’ll learn: If a business was closed by government order, its losses may be covered. Contrary to insurance industry messaging, there can be insurance coverage for losses suffered due to the government shutdown and stay-home orders. Virus or pandemic…
HOW TO GET MORE INVOLVED IN XPX – VOLUNTEER! Volunteering is a great way to increase your visibility in XPX and get to know a broader group of members. Each committee has a number of specific jobs. Here are just a few examples of ways you can get involved. To volunteer, talk to one of…
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…
It’s an indication of the maturity of the exit planning movement that there are now multiple options for certifications in exit planning and related disciplines. In this post, we’ll provide a view of the landscape plus share some of our long-time XPX members’ experiences with exit planning certifications.The Exit Planning Exchange (XPX) is an association…
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…
During these challenging times, XPX has continued our (now virtual) operations at a strong clip. As I’ve been saying, our clients need us more than ever and we need each other more than ever. The good news is that we provide many ways to help you see and be seen virtually: Attend meetings and sign up for power networking at your…
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…