Program produced by XPX Philadelphia WHAT ARE PRIVATE EQUITY GROUPS LOOKING FOR NOW IN DEAL FLOW? Instincts and experience suggest that it will be difficult to close deals for the next several months. Currently, many of us in the XPX community have noticed what appears to be an aggressive outreach by PE firms. XPX is…

Program produced jointly by XPX Fairfield County and XPX Hartford You know the saying – value is the price negotiated between a willing buyer and a willing seller. So how are buyers in the lower middle market approaching valuation in this new world? What is changing in their valuation models? Are EBITDA multiples going to…

Program produced by XPX New York Thinking about short-term planning in the context of long-term recovery. How should businesses make short-term decisions that allow them to stabilize their businesses while making sure they can take advantage of the eventual recovery? Steve Ronan will review a framework for stabilizing, prioritizing, and positioning a business’ operations in…

Program produced by XPX Atlanta COVID-19 is the latest challenge affecting the trajectory of business exits. Destabilizing events and the related uncertainties affect the path and approach for achieving successful exits and protections must be tailored to the changing transactional environment. Join our panel of legal experts for a focused review of how present-day challenges…

Program produced by XPX Chicago There is still ambiguity regarding the process of spending Paycheck Protection Program (PPP) loan funds during the 8-week period of receiving the funds. This has left borrowers wondering, how can I become eligible for loan forgiveness? In this webinar we’ll discuss how your PPP loan funds should be spent and…

Program produced by XPX Long Island The exit environment has changed considerably in a very short period of time. How will the business “pause” impact valuations and activity? What actions should owners and advisors take now? Hear from experienced advisors as they share their best advice for navigating these uncertain waters (and see content they’ve…

Here John Dini, Founder of XPX San Antonio talk about implications of the covid crisis on earnings analysis for private companies.  Also check out John’s EBITDAC post. 

Video produced by XPX New England Learn how to leverage your leadership to keep your employee and client engagement; and strengthen your company and your team, better preparing them for growth or transitions of any kind. We’re fortunate to have Larry O’Toole as a guest to share his experience transitioning his business and leadership thsi…

Brought to you by XPX Maryland In this meeting, XPX Maryland hosted a dicsussion on the next wave of questions/issues (i.e., after initial employment decisions have been made and stimulus loans/grants have been applied for – what’s next? Or, if things start to look better (let’s hope!), we will pivot and focus on tips for…

Brought to you by XPX New York Metro Chapter An ESOP can provide significant benefits to shareholders, management and employees of a privately- owned businesses by creating wealth, stimulating employee engagement, increasing business liquidity, protecting income and assets, diversifying ownership and increasing overall corporate stability. You’ll learn in the video below (slides here): Insights on…

XPX Maryland Member Eric Steiner, Steiner Law Group, on the basics of bankruptcy:

XPX Maryland Member Dina Wasmer of Incite Creative on crisis communications:

XPX Tri-State Member Ron Reuter, CTP/CVA on turnaround management basics with some examples from his practice.

The Tax Warriors at Drucker & Scaccetti love tax season; it makes us #HAPPY! Don’t believe us? Take a look. Special thanks to the great editing and production skills of Sam Rossman.

Brought to you by XPX Fairfield County The exit environment has changed considerably in a very short period of time. How will the business “pause” impact valuations and activity? What actions should owners and advisors take now? Hear from four experienced advisors as they share their best advice for navigating these uncertain waters: Michael Clear,…

Brought to you by XPX Atlanta! Cyber security has never been more challenging, or more necessary. This is true as businesses are starting up and critical to minimizing risk through their growth phase. Potential buyers have these issues at the top of their due diligence assessment. We will address the operational and strategic issues that…

Hear from Stephen Ronan of Citrin Cooperman: 

Super helpful presentation by Debbie Fay of bespeak presentation solutions llc (here are some supporting tips on getting your presentation ready for remote viewing)

Presentation by David Shavzin, The Value Track, President and Co-Founder of XPX Atlanta: 

Here are the slides for your reference and full video below. 

The COVID 19 crisis will undoubtedly derail countless transactions. But, what if your client’s M&A transaction closed in the months leading up to the start of the pandemic? While you and your clients may rightly be pleased their deal closed, your clients are likely also worried. How can you help your clients now? What should…

Video of brief but informative updates from our community: Ramsey Goodrich  – Current state of M&A market and short term outlook Susan Rosner – 5 things you need to need to do this month Richard Volin – Employment law issues Alan Alfano – Healthcare today and tomorrow