A Wealth of Learning Opportunities – and Resources – at Your Fingertips

Knowledge is power. Imagine what you could do with 24-hour access to a powerful learning community to help you stay up to date with the latest trends, insights, news, and best practices to share with your valued clients.  XPX’s exclusive Knowledge Exchange is the one place where you can exchange knowledge with some of the industry’s most successful professionals with expertise in a wide variety of areas.   Here are recent posts from our chapter activities and members:

News & Posts

Since selling your business is likely the most significant and financially impactful transaction of your life, I share the Top 3 Sales Priorities every business owner must take to maximize their company’s sales price at Exit. Background – Unfortunately, Sales has been one of the most impactful, yet overlooked, aspects of Exit Planning. Exit Planning…

Last month we discussed the natural propensities of the different types of salespeople and how some salespeople benefit from additional training or support – for example, Appointment Setting services that maximize the effectiveness of a sales team full of “Closers.”  If you recall, we highlighted the three traditional types of salespeople: Hunters – Those who…

Does your B2B Sales Team need help generating leads? There are many different types of B2B Sales teams. Direct Sales, Field Sales, Territory Sales, Indirect Sales, Channel Sales, Solution Sales, National Accounts, Global Accounts, etc. Most sales organizations create segments based on a few distinguishing client characteristics that delineate customer types so that sales teams…

As the end of the year quickly approaches, many sales leaders are beginning to develop Sales Plans for next year, but it is also essential to benchmark Sales Compensation Plans to help your business reach sales goals. A well-structured Compensation Plan can increase employee performance by 44%. Validating both will ensure you can attract and…

For many of us, work is a primary source of accomplishment and pride.  Throughout the course of our career, we point to projects completed, problems solved, and people helped.  If you’re contemplating retirement, it’s easy to imagine you will find yourself missing the satisfaction that comes from a job well done, not to mention dwelling…

There is something I’ve noticed when people tell me about their first year of retirement.  Occasionally they will mention adjusting to living on a fixed income, but more often it’s the non-financial side of things that occupies their mind. In some instances they sound pleased. For example, they’re eager to talk about new hobbies, interests,…

Ninth article in a series . . . If you work as a business advisor, you know that engagements can be unpredictable.  Whether helping the owner take advantage of a changing marketplace, or optimizing the business to prepare it for sale, these initiatives typically involve significant planning, coordination, and effort from both advisors and their…

Eighth article in a series . . . If you work as a business advisor, you know that engagements can be unpredictable.  Whether helping the owner take advantage of a changing marketplace, or optimizing the business to prepare it for sale, these initiatives typically involve significant planning, coordination, and effort from both advisors and their…

Seventh article in a series . . . If you work as a business advisor, you know that engagements can be unpredictable.  Whether helping the owner take advantage of a changing marketplace, or optimizing the business to prepare it for sale, these initiatives typically involve significant planning, coordination, and effort from both advisors and their…

Sixth article in a series . . . If you work as a business advisor, you know that engagements can be unpredictable.  Whether helping the owner take advantage of a changing marketplace, or optimizing the business to prepare it for sale, these initiatives typically involve significant planning, coordination, and effort from both advisors and their…

Fifth article in a series . . .  If you work as a business advisor, you know that engagements can be unpredictable.  Whether helping the owner take advantage of a changing marketplace, or optimizing the business to prepare it for sale, these initiatives typically involve significant planning, coordination, and effort from both advisors and their…

Fourth article in a series . . . If you work as a business advisor, you know that engagements can be unpredictable.  Whether helping the owner take advantage of a changing marketplace, or optimizing the business to prepare it for sale, these initiatives typically involve significant planning, coordination, and effort from both advisors and their…

Third article in a series . . . If you work as a business advisor, you know that engagements can be unpredictable.  Whether helping the owner take advantage of a changing marketplace, or optimizing the business to prepare it for sale, these initiatives typically involve significant planning, coordination, and effort from both advisors and their…

Second article in a series . . . If you work as a business advisor, you know that engagements can be unpredictable. Whether helping the owner take advantage of a changing marketplace, or optimizing the business to prepare it for sale, these initiatives typically involve significant planning, coordination, and effort from both advisors and their…

If you work as a business advisor, you know that engagements can be unpredictable.  Whether helping the owner take advantage of a changing marketplace, or optimizing the business to prepare it for sale, these initiatives typically involve significant planning, coordination, and effort from both advisors and their clients.  Despite the best of intentions, these large-scale…

In 2021, our firm, Pilot Hill Advisors, helped create 8 new employee-owned companies with over 2,000 new employee owners.  As part of their exit planning, the owners of these businesses transitioned over $500 million of stock and saved tens of millions in taxes in the process.  The companies will save millions in taxes and several…

Program produced by XPX Chicago. Mark Bennett is a trial attorney who defends business from various lawsuits and who works directly with business owners to mitigate legal liability, in order for their companies to grow safely and sustainably. Mark’s practice focuses on personal injury, transportation, supply chain, commercial law, and business development. His presentation will…

Free webinar to learn about expensing and depreciation strategies to counter upcoming tax increases. Presentation will include the following. Bonus Depreciation Cost Segregation Little know safe harbors Expensed repairs vs capitalized improvement property And much more. Here is the link to listen to the recording of our recent webinar on Expensing & Depreciation Strategies. https://register.gotowebinar.com/recording/6834270028077573382…

CSSI will be hosting a live, no-cost 1.5-hour CPE webinar on Tuesday, Nov. 9th at 11:00 CT on ‘Expensing & Depreciation Strategies to Counter Upcoming Tax Increases.’  CPE credits are for CPAs only.  Registration is open to everyone. Please indicate that Mark Gross invited you.  Copy and paste link below or click link on PDF…

There are potential changes to the tax code on the horizon. This lunch and learn will address certain tax planning strategies that we should be considering for our respective clients. With year-end approaching, what actions should we be taking now? We are excited to have tax professionals from KRD CPAs and Sassetti leading the discussion…

There is a lot of uncertainty in the world today, which makes it even more important to maintain financial focus and set up your future self for success. Christen Plotkin, Financial Advisor at UBS Financial Services Inc, will share what it means to have financial focus as an emerging professional. She’ll highlight distractions you should…

This recorded webinar introduces ESOPs as an exit strategy for business owners contemplating a sale. Lavelle Law attorneys Steve Migala and David O’Leary describe the structure of an ESOP, when it makes sense for a corporation and its shareholders to consider an ESOP, its typical use cases, and an ESOP’s unique tax advantages for corporations…

My Profession is:  Tenant Representative / Office Leasing Broker / Commercial Real Estate Broker My Business is:  CREATING SOLUTIONS When it comes time to find an office space for the first time, renew a lease, renegotiate a lease, or relocate;  clients use me and my services to maximize their savings, increase their concessions and improve…

We can’t wait for you to experience the cleaner, brighter and more user-friendly feel of our new platform! The site is designed to give you and your company greater visibility. Here are three things you should know: Emails from XPX will now come from my.exitplanningexchange.com—please adjust your email settings! Your new profile can have a…

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