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
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…
How planning helped (or didn’t) in making for a successful exit. How advisors helped (or didn’t) in producing a better result. The three things I wish someone had told me before I sold my business. What I would do differently. Is there life after sale? The hardest part of selling your business. Our Panel: Dan…
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…
August 20th, 2021
Building Culture Moving Forward People and culture are at the core of a successful merger or acquisition. Meet Our Speakers: Jill ChapmanSenior Performance ConsultantInsperity Jill Silman Chapman is a Senior Performance Consultant with Insperity Traditional Employment Solutions. She holds a Bachelor’s degree in Journalism from The University of Texas at Austin, a Master’s degree…
Program produced by XPX Chicago. Franchise Readiness: how and why to franchise a business, plus marketing the opportunity to buyers Join franchise and business attorney Laura Liss for a presentation on franchising. Both legal and business points will be addressed, as well as perspectives from franchisors and franchisees, and franchise marketing tips. Meet our Speaker:…
Program produced by XPX Chicago. The Legal Basics of an M&A Transaction Markus May will provide a broad overview of what happens in selling or buying a business so that non-lawyers will be better able to help their clients navigate the process. This fast paced presentation will cover things such as the purpose of a letter…
Program produced by XPX Chicago Has Covid-19 changed thinking and actions regarding sale-readiness and exit planning? Should owners be adjusting timelines and planning for an eventual exit? How have business valuations changed? Have new doors opened, while others have closed for owners thinking of selling? What is the latest advice and guidance to prepare businesses…
Program produced by XPX Chicago. Retirement Readiness 2020 was exceptionally volatile for the investment markets. With little warning, we were thrown into a global health pandemic, bringing global economies to a standstill. As a result, the markets went from all-time highs into bear market territory in record time, with segments of the markets losing 30-40%…
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