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
What makes an established business “bankable” as opposed to perpetually seeking investor capital? The standard suite of financials a bank looks for are pure data, such as the income statement, balance sheet, and AR-aging. These are backward-looking, based on past performance. However there are also a number of reports a client can create themselves that…
According to the Microsoft report titled The Next Great Disruption is Hybrid Work 62% of all frontline workers say leadership does not prioritize building culture 53% of the workforce is prioritizing health and wellbeing over work than before the pandemic 3.5X – New hires whose managers played an active role were much more likely to say they were…
It wasn’t too long ago that people around the world were focused on something that brings us together, the Olympic games. I sat at dinner the other night with the father of an Olympian, and I asked him about the lengths to which the guardians (coaches, trainers, doctors, etc.) limit distractions and “noise” surrounding the…
Government Contractors generally operate and are sold in ways that can minimize any potential negative consequences of operating as a C corporation. There are certain benefits for the entity and its owners for operating as a C corporation compared with flow-through entities. The attached article discusses the financial, income and estate tax advantages and disadvantage…
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…
Aug 20, 2021
Estate Planning Strategies for 2021 The sale of a business creates financial and estate planning opportunities and challenges. For many years, planners have enjoyed the increased (currently $11.7 Million) exemption, however legislation is being discussed that would drastically lower that exemption. This significant change will require new strategies to reach the financial goals our clients…
Program produced by XPX DC Metro. Building a Management Team: A Key Value Driver to a Sellable Company When planning an exit, business value is dependent on a handful of key “value drivers” – the ingredients that make the business worth buying. While cash flow, is of course critical, the top “non-financial” ingredient is the…
Program produced by XPX DC Metro In order to prepare for what is usually the single most critically important financial and emotional decision of a business owner’s life, the transition out of their company, you must start somewhere. How then, does an owner prepare for an event that is the measure of his or her…
Program produced by XPX DC Metro. Rapidly Accelerating Business Value: Where to Start? Business owners know their businesses better than anyone. They have spent countless hours and sleepless nights working to build a valuable business to provide a living today and hopefully, sell in the future. But did you know 80% of business owners can…
Program produced by XPX DC Metro. The State of Exit Planning in 2021 Despite the challenges and turbulence of 2020, the Exit Planning/M&A market has remained very active. Some industries have been significantly affected, while others have remained virtually untouched. In many cases, we have had to adjust our business practices, while still relying on…
Shark Tank star Mark Cuban has been a startup investor and serial entrepreneur since his teenage years selling garbage bags, creating chain letters, offering dance lessons, and even running newspapers from Cleveland to Pittsburgh during a strike of the Pittsburgh Post-Gazette. Mr. Cuban is ranked #177 on the Forbes 400 list for 2020 with an estimated $4.3B…
Chapter Events
Platinum Sponsors
Gold Sponsors
Silver Sponsors
