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

Cheryl Centeno of XPX Global is a member of XPX

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…

Mikal Schalk of Wood Stone & Ivy is a member of XPX Tri-State
XPX Content

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…

Jun. 9, 2021
Mikal Schalk of Wood Stone & Ivy is a member of XPX Tri-State
XPX Content

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…

Mikal Schalk of Wood Stone & Ivy is a member of XPX Tri-State
XPX Content

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…

Apr. 19, 2021
Mikal Schalk of Wood Stone & Ivy is a member of XPX Tri-State
XPX Content

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…

Mikal Schalk of Wood Stone & Ivy is a member of XPX Tri-State
XPX Content

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…

Ines LeBow of Enterprise Transformation Solutions,LLC is a member of XPX DC Metro.

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…

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