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
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,…
March 21st, 2022
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…
Program produced by XPX Fairfield County and XPX Hartford. Our program was a discussion with serial entrepreneur Shea Coakley on building and selling a business. Shea has co-founded and built several companies, which have since been brought to an exit. We invite you to explore his journey and the important lessons learned in exiting a…
Program produced by XPX Fairfield County and XPX Hartford. Owners always want to know what their business is worth, and determining that value depends on a multitude of factors. Join us on Friday, January 21 for a joint meeting between XPX Fairfield and Hartford on what impacts valuation. We will be joined by Nathan Klatt (Managing Director,…
Three Keys to Succession Planning for a Family-Owned Business Written by Live Oak Bank We strongly believe in the power of succession planning for any small business, but it’s especially important if the entity is family-owned. When multiple generations are involved in the business, there is an added layer of emotional stress that can sometimes…
Program produced by XPX Fairfield County and XPX Hartford. Being a CEO or owner can be a lonely role. This is especially true when facing big strategic decisions such as how to take their business to the next level, or when and how to prepare for a future exit. Having access to individuals outside the…
Live Oak Bank is the #1 SBA Lender in the Nation. We provide M&A financing as well as owner occupied commercial real estate loans with attractive terms. Please contact me to discuss specific financing needs. Thanks, Michelle Orr Vice President, Sr. Loan Officer 203-461-5097 sba_general_mergers_acquisition_brochure_orr sba_general_commercial_real_estate_brochure
A good offense always necessitates a good defense. Core mantra across all sports. So no surprise that in business the same holds true. It has been called many names, The Talent Tsunami, The Great Resignation, the Big Quit, or maybe best, The Great Discontent. Regardless, the war for Talent is very real. And while virtually…
The business community was dealt unprecedented challenges brought on by the pandemic, creating massive disruptions in everything from supply chains, to employment, technology and valuations. Join us as we hear from local experts on the M&A outlook for the rest of the year and into 2022. Meet Our Speakers: Deborah Agrafojo M&A AdvisorTouchstone Advisors Deborah…
Chapter Events
Tri-State Platinum Sponsors
There are state and local tax matters.
Tri-State Silver Sponsors
Clients are looking to build value through better accounting and finance, operations, and technology ahead of an exit
Tri-State Bronze Sponsors
You need a professional to discuss your business ownership exit planning options.
Buy or sell-side due diligence is needed. You need a part-time or interim CFO.The CFO needs to improve accounting operationsThe company needs a new accounting system.
When considering business succession issues, retirement and when a business owner wants to take some chips off the table. When deciding when and how to incentive key employees
Gold Sponsors
An owner is contemplating or has completed a sale or transfer of their company. My team and I provide advice and planning around the impact of the sale to their personal financial management.
Silver Sponsors
You have any kind of banking need or general question.
You are seeking financing to buy a business, or to pre-qualify a business for an upcoming sale.
You or your client seeks patient capital for expansion, acquisition, equipment, real estate and/or a second opinion on current financing strategy and structure.
Bronze Sponsors
A business owner is contemplating a transaction (Financing, Sale or Acquisition), even years in advance of a transaction so we can help the owner maximize shareholder value.
A client needs a valuation and/or support for a potential transaction and would like to work with a collaborative advisor.