New & Upcoming

XPX Community Exchange

New People. New Ideas. XPX is Always Growing to Help You – and Your Clients

Welcome to our Community Exchange! It’s designed to give you to get a quick snapshot of all the great new members, content and events at XPX- Exit Planning Exchange across our network. Please explore and click through to learn more about our members and benefit from the knowledge they share with the community. If you don’t want to miss this valuable update, subscribe to our monthly email digest.

New Members

Welcome Our New Members

Showing 24 Members
Sort by:
Nathan Klatt of Rockport Investment Partners is a member of XPX Austin
Nathan Klatt
Managing Director
Rockport Investment Partners
Call me when... Advising business owners on deal/buyout/liquidity event, transfer of shares to family member, and/or issuance of share-based comp to employees
New Member
Bryan Chee
Director
Torkildson Katz
Call me when... you are considering an ownership change in your business or acquiring a different business.
New Member
Michael Ellis of Buckingham Doolittle & Burroughs is a member of XPX Cleveland
Michael Ellis
Partner
Buckingham Doolittle & Burroughs
Call me when... Need legal or business assistance in growing your business, recruiting key personnel and selling your business
New Member
Brian Valik of League Advisors is a member of XPX Miami
Brian Valik
Managing Director
League Advisors
Call me when... Between 8am and 8pm
New Member
Omid Zareh
Managing Partner
Weinberg Zareh Malkin Price LLP
Call me when... Your business is planning a major decision, planning for succession, or is in the middle of. nightmare.
New Member
Martin Plumlee
Founder, Owner, & CEO
Plumlee & Associates LLC
Call me when... your client needs to hire Top Talent in Finance, Accounting, HR, Procurement, Sales and/or Marketing.
New Member
Nick Niemi
Associate Advisor
Sebold Capital Management
Call me when... During buisness hours
New Member
Justin Sandridge of Murphy Business Sales - Charlotte is a member of XPX Charlotte
Justin Sandridge
M&A Advisor
Murphy Business Sales - Charlotte
Call me when... I help business owners sell their companies
New Member
John Fan
Principal
West Bay Succession Capital
Call me when... you would like to talk about selling a business in sewer maintenance or heavy machinery repair.
New Member
Laurie Sanders of Fox Rothchild is a member of XPX Northern California
Laurie Sanders
Partner
Fox Rothchild
Call me when... You or your client is contemplating an internal transition (employee or family ownership change) or an external purchase or sale of a business.
New Member
Trey McWhorter of Rockport Investment Partners is a member of XPX Austin
Trey McWhorter
Managing Director
Rockport Investment Partners
Call me when... Advising business owners on deal/buyout/liquidity event, transfer of shares to family member, and/or issuance of share-based comp to employees
New Member
Sean Sebold
Founder / CEO
Sebold Capital Management
Call me when... During buisness hours
New Member
Karl Graf
Principal
Modera Wealth Management, LLC
Call me when... You first begin to consider the sale or transition of your business.
New Member
Gordon Semeniuk
Wealth Advisor
UBS
Call me when... Planning before and after an exit
New Member
Marilyn Pillow of Rockport Investment Partners is a member of XPX Austin
Marilyn Pillow
Associate
Rockport Investment Partners
Call me when... you need valuation or M&A support.
New Member
David Lurch of Lurch Capital is a member of XPX Miami
David Lurch
Managing Director
Lurch Capital
Call me when... Business Owners looking to Transition and/or Exit
New Member
Garrick Foy
Managing Partner
Exit Factor of Saint George
Call me when... you are 3-5 years from selling your business.
New Member
Arthur Gibbs
Partner
Hahn Loeser & Parks LLP
Call me when... Business hours
New Member
Jeff Pugh
VP
Fulton Bank
Call me when... you or your clints are looking for SBA financing
New Member
Darlene Campagna
President & Owner
Direct Opinions
Call me when... Direct Opinions specializes in the development of customer experience, employee engagement and market intel initiatives that help clients identify their competitive advantage and accelerate profitable business growth.
New Member
Mark Bratton
Sr VP
Colliers
Call me when... daytime
New Member
Donna Sakony of BDO USA is a member of XPX Cleveland
Donna Sakony
Tax Principal
BDO USA
Call me when... Tax guidance is needed during any stage of the business life cycle. I can help businesses ensure tax compliance, minimize tax liabilities, avoid surprises, and proactively plan to achieve long-term goals.
New Member
Kevin Cogle
Senior Vice President, Enterprise Integrations
UnitedHealth Group
Call me when... Expert in leadership & accountability development, strategic alignment, operational excellence and improvement, technology capabilities, modernization and decommission of IT environments, business integration and acquisitions.
New Member
Gordon Adelsberg of Argo Capital Advisors is a member of XPX Miami
Gordon Adelsberg
Managing Director
Argo Capital Advisors
Call me when... ...you need capital for an expansion, acquisition, exit, re-capitalization, or any other special situation.
New Member

New Posts in The XPX

Knowledge Exchange

Owner's Academy & Advisor Exchange

Enhance your member profile by adding a photo and your company logo! It’s a great way to personalize your presence and showcase your organization. Follow these simple steps to update your profile: 1. Log In to Your Account First, make sure you’re logged in to your member account by going to www.exitplanningexchange.com and clicking on the Log In button on the top right-hand corner of the page. Remember to use the email address associated with your member profile as your username. 2. Go to Your Profile Once logged in, navigate to your member profile. You can usually find this by clicking on your profile picture or your name at the top of the page. 3. Select “Edit Photo” Look for the “Edit Photo” button—typically located near the top of your member profile’s dropdown menu (photo below). Click on it to upload or update your high-res photo.

Entrepreneurial business owners, is it time to consider a new approach to setting goals in the New Year? We’ve all been there. January 1 rolls around, and we set resolutions with the best intentions. “This will be the year I double my business,” we say. An article in Forbes 1 states by mid-February, 80% of people have made their resolutions a distant memory. Why? Because we have high ambitions hinging on mostly unrealistic and unsustainable methods, setting broad, lofty goals without a roadmap is like trying to sail a ship without a compass—directionless and daunting. There is a simple fix for this problem.  Start the road map with some pre-work. The root issue? New Year’s goals should always start with who you are, how you want to serve, and what you want to enjoy. If you start a New Year’s Resolution with what is trending in the world, in business, or in society, you will leave some or all your resolutions behind as you realize there is a misalignment between who you are and what is trending. It’s all one path! As business owners, we are bombarded with tasks that can be exhausting and lack enjoyment. Goals should be derived from envisioning a picture of your personal world: God, business, family, your unique personal desire to share creatively, and the core of who you are, so your business and your world are synced within a set of goals. What should your world look like in the New Year? Don’t compartmentalize! Your business cannot be separated from all the rest; successful business owners know who they are and how they intend to serve.  Get reacquainted with who you are, your personal talents to serve (clients, friends, family), and how you can get back to enjoying your life. Now we can talk about Business Resolutions You know what you want to achieve for your business. Now, make it a team effort. Go beyond your own efforts to engage your team in goals that are well aligned with their strengths and do it in a doable fashion that engages the spirit of growth together. The Problem with Most Resolutions Resolutions lack specificity, accountability, and, most importantly, our teams’ collective firepower. Transformative change doesn’t come from wishful thinking but from actionable, measurable steps involving everyone on deck. So, what’s the game plan? Shift from solo resolutions to team-powered actions. Set Specific Goals: Break down that big vision into smaller, achievable milestones. “Increase sales by 10% in Q1” beats “Double my business” for clear targets. Harness Team Strengths: Every member has unique skills. Use them to your advantage by assigning roles that match their strengths and watch motivation soar. Perform Regular Check-Ins: Make accountability a team effort. Frequent updates keep everyone on the same page and moving forward together. Celebrate Wins: Whether you hit a small target or make significant progress, celebrate as a team. This will help you feel more united and keep the momentum going. Making Sustainable Resolutions Remember, a sustainable resolution starts with the core of who you are as an owner, how you want to serve, and what is enjoyable to you.  Once you know what you want to achieve for your business your team can help you get there. With some pre-work, a New Year resolution might spark the fire, and then your team’s day-to-day actions will keep it blazing.

Listen to this post as a podcast: www.adviserinfo.sec.gov). Please read the disclosure statement carefully before you engage our firm for advisory services. The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.   The views expressed in this commentary are subject to change based on the market and other conditions. These documents may contain certain statements that may be deemed forward-looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.    All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed.  There is no representation or warranty as to the current accuracy, reliability, or completeness of, nor liability for, decisions based on such information and it should not be relied on as such. Bloomwood is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Bloomwood and its representatives are properly licensed or exempt from licensure. 730 Starlight Lane, Atlanta, GA 30342.

As we enter 2025, businesses face a rapidly evolving employment law landscape shaped by dynamic shifts across all three branches of government. With a new president set to take office, significant developments at the Supreme Court, and the Republicans securing control of Congress, 2025 is shaping up to be a year defined by upheaval. Each branch of government will be different than any of us have seen in decades. The Executive Branch First and foremost, Donald Trump’s second presidential term is set to begin on January 20. Over the last four years, the Biden administration, known for their pro-employee policies, ushered in a wave of regulations aimed at expanding worker protections. Conversely, the Trump administration is expected to continue their pro-employer, laissez-faire approach that prioritized deregulation and employer flexibility during his first term. (Interestingly, the Trump Administration has started supporting more union issues and no one knows how that will impact his second term.) Significantly, labor and employment law developments often arise from action on behalf of various agencies such as the National Labor Relations Board (“NLRB”) and the Department of Labor (“DOL”). Because these agencies are part of the Executive branch, the president is effectively charged with overseeing them, and therefore plays a significant role in the implementation of their policies. Employers should expect Trump to utilize these agencies to implement his pro-business agenda. It is worth noting, however, that a 2024 Supreme Court decision (Loper Bright Enterprises v. Raimondo) overturned the long-standing Chevron doctrine, a legal principle that directed courts to defer to federal agency’s interpretations of law that agency is empowered to enforce. As a result of this decision, the Executive branch was effectively weakened, shifting greater interpretative authority to the Judicial branch. It will be interesting to see how much impact this change will have on the balance of power among our branches of government. The Judicial Branch Loper was not the only Supreme Court decision in 2024 that contributed to the shift in power in favor of the Judicial branch. The Supreme Court’s decision in Dobbs v. Jackson Women’s Health Organization, overturned the landmark abortion decision Roe v. Wade. Historically, courts, including the Supreme Court, follow precedent created by earlier decisions. But now the Supreme Court showed its willingness to overturn longstanding precedent based on a difference in their opinion of what is right or wrong. This shift away from strict adherence to precedent allows the Supreme Court greater latitude to reinterpret past decisions. With more flexibility to pursue a wider range of cases, as well as greater interpretive authority, the Judicial branch is shaping up to be much more powerful than it has been in the past. The Legislative Branch Lastly, in the 2024 election, the Republicans secured a majority in both the House of Representatives and the Senate. This means that the Legislative branch will have broad authority to enact their agenda over the next two years. Additionally, with Donald Trump in the White House, the likelihood of presidential vetoes decreases significantly.  This alignment will increase the likelihood that Congress will pass more new laws than is typically seen under a divided legislature. As a result, employers should closely monitor what new laws Congress enacts. Employer Takeaways Overall, the three branches of government are all undergoing significant changes. Donald Trump is likely to resume his pro-employer agenda, albeit with a slightly weakened Executive branch in the wake of the Loper decision. The Judicial branch is as powerful as ever, exemplified by the Supreme Court’s willingness to overturn longstanding precedent. Lastly, with Republicans in control of both the Senate and the House, the Legislative branch is primed for significant activity through 2026. With all these changes taking place, it is crucial for businesses to keep abreast of developments in labor and employment laws to ensure compliance and minimize legal risk in the new year. Brody and Associates regularly advises management on complying with the latest local, state, and federal employment laws. If we can be of assistance in this area, please contact us at info@brodyandassociates.com or 203.454.0560.

Join The Community

Want to Know More?

XPX is a multi-disciplinary community of professional advisors who work collaboratively to help owners build valuable businesses and assist them in preparing and executing a successful transition. Our members have specific areas of expertise as well as a holistic understanding of the breadth of challenges an owner faces throughout the stages of the private company life cycle.

We are unique in that we are the only open advisor network in the private company/business value transfer market. This means that we do not advocate a single approach or vendor. Instead, we endeavor to be a place where all advisors, owners and vendors can interact and collaborate.  Each XPX Chapter is a locally-controlled non-profit organized by national and regional leaders in the private company market.