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…

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…

“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 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 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 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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