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 is your question-to-statement ratio? 🎓Register for our CEO Workshop about “How to be a better coach for your team” on Tuesday, May 2nd at 12 pm EST on Zoom. Register now! 😓Leaders can’t be great CEOs UNLESS they spend less time giving advice, and more time asking great questions. The issue is that many…
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 looking to exit their current employment or invest in a business for another income stream. While it may make sense in specific industries to start a business, the benefits of purchasing…
🤔If your employees could choose their leader, would they choose you? 🎓This is one of the questions of “The CEO Test” by Adam Bryant and Kevin Sharer, which we will discuss at our free CEO Book Club on Tuesday, June 6 at noon EST / 6 pm CET on Zoom. Register now! 😓This no-nonsense book…
It felt like the only thing we could agree on, is that we couldn’t agree on anything. Have you been there before? We had been discussing our 10-year vision for 45 minutes with the board of directors, and the conversation was going in circles between two opposing views. I felt stuck. I was championing one…
Join our CEO Growth Workshop on Tuesday March 7 at noon EST (on Zoom) to learn about “How to have difficult and uncomfortable conversations – and how you can give more impactful developmental feedback.” 😖72% of employees think that their performance would improve with more feedback. And yet Gallup has found that only 26% of…
Happy New Year – and may 2023 be a prosperous and fulfilling year for you and yours! With that aspiration in mind, I’d like to pose an important question about goals, a big question we make a habit of sharing with our clients at this time of year. Every December, it seems, we set goals…
😀Join our CEO Book Club on Tuesday April 4 at noon EST to discuss “The Coaching Habit” by 📚 Michael Bungay Stanier. ❓Leaders can’t be great CEOs UNLESS they spend less time giving advice, and more time asking great questions. The issue is that many CEOs (especially technical experts) believe that they need to expand…
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 acquiring an established business, including its attractive terms, allowing a buyer to finance up to 90% of total project costs. Eligible Project Costs for SBA 7(a) Loans Include The acquisition of…
Join our CEO Book Club on Tuesday February 7 at noon EST (on Zoom) to discuss the book “The Motive” by Patrick Lencioni. What is the essence of your job as a CEO? In his recent book “The Motive” best-selling author Patrick Lencioni analyzes reward-centered leadership as opposed to responsibility-centered leadership, and from there derives…
Here’s the hard truth about leadership: it either forces you to get stronger or slowly destroys your life. There is no in-between. This is why taking care of yourself as a leader is so critical. This is exactly what we will discuss at our interactive FREE CEO workshop on Tuesday, January 10 at noon EST….
“So far I have been a great CEO, but I am not sure that I am the best person to take my company to the next level,” confided this CEO of a fast-growing company. It looked like his recipe for success didn’t work anymore: he was constantly fighting fires and couldn’t streamline his operations. He was trying…
Are you satisfied with your 2022 growth? If so: congratulations! If you want to accelerate growth in 2023 though, and make it less painful / stressful for you, you will need a different approach. This is exactly the point of our upcoming CEO Growth Workshop on Tuesday December 6 at noon EST on the topic: “How…
“I have smart people but I underutilize their potential,” the CEO confessed. “I don’t know what I should do differently though. I feel like I am the #1 bottleneck in my organization.” My client was right: she was a genius with a thousand helpers, and she needed to become a genius maker in order to…
Join our FREE CEO Workshop on “How to define Core Values that improve your company culture” on Tuesday, October 4 at noon EST / 6 pm CET on Zoom. By the end of this interactive workshop you will: Know how Core Values can positively impact your company culture. Understand how to practically use Core Values on a day-to-day…
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 how we can help: Pre-qual listings within 24-48 hours upon receipt of your CIM, 3 years taxes and YTD financials Pre-qual buyers with our approving credit manager within 48 hours from…
Join our free CEO Book Club on November 1st at noon EST on Zoom to discuss the book “Your Oxygen Mask First” with author Kevin Lawrence. The author will be live with us – making it an even more insightful experience. Obsessed with understanding why successful people crash and burn, Lawrence has studied and tested…
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 deal looks like, including the potential benefits and risks, and why it’s critical to have a strong team in place to successfully guide you through the process and to the finish…
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% of small business owners said they’ve already taken steps to transition ownership of their business, and 29% said they expect to transition ownership in the next five years. https://info.liveoakbank.com/small-business-survey-results-download
Live Oak specializes in acquisition financing across the nation and in every industry, utilizing the Small Business Administration (SBA) program, in fact, we are the #1 SBA lender in the country by dollar amount for FY 2021*. We also offer combination financing for capital needs above $5 MM for business acquisitions of companies with an…
FREE CEO Book Club – “Turn the Ship Around” (David Marquet) on Wednesday, September 7 at Noon EST on Zoom. During the CEO Book Club we will discuss with fellow CEOs about giving up control to grow your business faster and with less pain: How to turn followers into leaders in your company. How to recognize that…
FREE CEO Workshop – How to Build a Culture of Accountability on Tuesday, June 7th at Noon EST on Zoom. By the end of this CEO Workshop you will: Know the three pillars of accountability. Understand how to build a system to hold your team (and yourself) accountable. Have a first draft plan to increase accountability, and…
A client recently sold his business and was looking for options to address a large capital gain as a result of the sale. We presented a number of solutions with support from his other advisors. One of the options we are implementing includes an investment in a Qualified Opportunity Zone (QOZ). Opportunity Zones were born…
Program produced by XPX Tri-State. The Exit Planning Exchange (“XPX”) Tri-State – covering New York (New York City & Long Island), Connecticut (Fairfield & Hartford), and New Jersey – is holding a regional virtual event from 4-6PM on Wednesday, March 16, 2022 to examine the three main aspects that influence a deal – business environment,…
Do you (or your clients) complain about your meetings being boring or ineffective, and do you long for the end of them? Do you allow you / your people to skip them from time to time for “more important” work? Do you come out of a meeting, not quite sure what has been decided? You…
Do you or your clients struggle to say “no” to tempting strategic initiatives that pull your organization in different directions? Would you (or your team) wish you had clearer criteria on which strategic initiatives not to pursue? If so: this workshop is for you. At the end of this interactive workshop you will: – Understand…
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