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
Ever heard of the 5x fallacy? Hint: It has to do with business valuation. Using a multiple of X. Try this among your peers, other
Dec 20, 2023
3 min read
Fairfield County
I believe one of the most understood transition /exit planning areas for business owners is when the goal is to move it to children,
Oct 20, 2023
2 min read
Fairfield County
Our borrowers often ask us, “Is it better to buy an established business or start up a business?” It’s a reasonable question for those
Apr 19, 2023
2 min read
Connecticut
Fairfield County
Hartford
Business acquisitions are among the eligible uses for Small Business Administration (SBA) 7(a) loans. In fact, the SBA 7(a) program provides many advantages for
Jan 18, 2023
3 min read
Connecticut
Fairfield County
Hartford
In their book The Execution Premium, Harvard’s Norton and Kaplan stated that 80% of companies never achieve the full value of their strategy. That
Nov 16, 2022
1 min read
Fairfield County
Our motto is “Speed is our weapon”. Every day I see this come to life with my clients from day 1 to closing. Here’s
Sep 23, 2022
1 min read
Fairfield County
Hartford
Uncertainty…Has inflation peaked? Are we in a recession? Will the federal reserve increase rates? Will supply chain challenges be resolved? We have written often
Sep 16, 2022
4 min read
Fairfield County
Employee stock ownership plans (ESOP) give ownership interest to employees in the form of stock shares. We’re going to break down what this complex
Aug 25, 2022
4 min read
Fairfield County
Hartford
Our small business survey shows that there’s ample opportunity for the next wave of business owners to acquire historically successful and sound businesses. 18%
Aug 25, 2022
1 min read
Fairfield County
Hartford
Live Oak specializes in acquisition financing across the nation and in every industry, utilizing the Small Business Administration (SBA) program, in fact, we are
Aug 24, 2022
1 min read
Fairfield County
Hartford
Make Strategy Happen – Albu Strategy Management (albu-strategymanagement.com) Watching the 150th Open Championship at St. Andrews’ Old Course this year was exciting, particularly watching
Jul 19, 2022
2 min read
Fairfield County
Here we go again…supply chain challenges continue to cause shortages driving costs up; tightening labor markets are pushing wages higher; global energy prices are
May 20, 2022
2 min read
Fairfield County
Strategic Thinking in Uncertain Times – Albu Strategy Management (albu-strategymanagement.com) Our businesses are entering new challenging times. Inflation is at a 40-year high, energy
Apr 26, 2022
3 min read
Fairfield County
Does this sound familiar to you? You’ve held your strategy meeting with your leadership team late last year, identified strategic objectives and initiatives, assigned
Mar 17, 2022
3 min read
Fairfield County
Program produced by XPX Fairfield County and XPX Hartford. Our program was a discussion with serial entrepreneur Shea Coakley on building and selling a
Feb 16, 2022
1 min read
Fairfield County
Hartford
Tri-State
Program produced by XPX Fairfield County and XPX Hartford. Owners always want to know what their business is worth, and determining that value depends
Jan 27, 2022
1 min read
Fairfield County
Hartford
Tri-State
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