Get in Touch

Knowledge Exchange

Member Tips

Tags
Past Archives
Help & Support

Explore the Knowledge Exchange

Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta

When Jayson Waller says he’s fully invested in his solar company, Powerhome, he means it. In 2017, when the business was running low on capital, he downsized to a smaller home and invested the profits into the company.  A few months later, Waller partnered with Trivest Partners, which bought a 25% stake in Powerhome for $15 million.  Trivest…

Nov. 29, 2021

Mark Gross of CSSI Inc. (Cost Segregation Services Inc.) is a member of XPX Chicago

Free webinar to learn about expensing and depreciation strategies to counter upcoming tax increases. Presentation will include the following. Bonus Depreciation Cost Segregation Little know safe harbors Expensed repairs vs capitalized improvement property And much more. Here is the link to listen to the recording of our recent webinar on Expensing & Depreciation Strategies. https://register.gotowebinar.com/recording/6834270028077573382…

Nov. 23, 2021

Esther "Essie" Escobedo of Office Angels is a member of XPX Atlanta

I am delighted to share with you that on August 24, the Greater North Fulton Chamber awarded OFFICE ANGELS its 2021 Small Business of Excellence Award, recognizing companies that exemplify entrepreneurial spirit, dedication, hard work, and sound business practices. OFFICE ANGELS’ success over 21 years would not be possible without our talented, resourceful, and dedicated…

Nov. 18, 2021

Michelle Orr of Live Oak Bank is a member of XPX Connecticut

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

Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia

Date: November 19, 2021 Time: 12 p.m. to 1 p.m. EST Platform: Zoom Questions: Chat Click Here to Get a Ticket: Greg Reid In Think and Grow Rich – Success and Something Greater, authors Sharon Lechter and Greg Reid once again join forces with the Napoleon Hill Foundation including never before published original content from Napoleon…

Dominick Wallace of Wallace Capital Funding, LLC is a member of XPX Atlanta

Are you tired of getting business advice that just doesn’t work?   Introducing: The Keys for Business, Money, Marketing, and Profitability Summit ●     Find solutions, learn actionable tips and gain the keys to business success for FREE! We’ve hand-selected over 30 industry experts that will provide you with insights into how to take your business…

Nov. 4, 2021

Angela Rehkop of Financial Care Providers is a member of XPX Atlanta

2021 Five Star Wealth Manager Program I credit 10 years of Five Star Wealth Manager Awards to my loyal clients and my dedicated business colleagues.  Your continued business and considerate referrals have allowed me to provide the highest quality financial planning experience and tend to the wealth and well-being of my clients. Would you like…

Oct. 21, 2021

Cheryl Centeno of XPX Global is a member of XPX

Recently, XPX San Antonio hosted their 4th annual Business Owner and Advisor Summit on October 12th. The program featured a number of panelists covering several exit planning topics. San Antonio Business Journal included a fantastic insert in their recent issue. View the insert here. Thank you to all of our XPX leaders involved in planning…

Cheryl Centeno of XPX Global is a member of XPX

Please join us for this first XPX case study of nice monthly sessions in which we will discuss what the owners of a $40M, privately held, family owned Manufacturing company have to consider as they think about building value, transferring ownership and creating a legacy for their family, employees, customers and community. Click here to…

Craig Paxson of Visionary Results, LLC is a member of XPX Nashville

I am proud to announce that I recently earned the Certified Exit Planning Advisor (CEPA) designation after completing the Exit Planning Institute’s intensive 5-day program. I join an elite group of business advisors who have received this designation and am a part of the Exit Planning Institute’s international community of CEPAs. The CEPA program is the most widely accepted…

Sep. 18, 2021

Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia

Date: September 17, 2021 Time: 12 p.m. to 1 p.m. Eastern Daylight Savings Time Questions: Chat Platform: Zoomcast Link to Free Ticket: Meet Best Seller Richard Steel author of “Elevated Economics: How Conscious Consumers Will Fuel the Future of Business” Consumers and investors have innovated their game. Now you as a leader must innovate with them or face the consequences….

Gershon Morgulis of Imperial Advisory - Outsourced CFOs and Advisors is a member of XPX Long Island

Happy to announce that Imperial Advisory has been named Best Business Consultant by Long Island Business News! Thank you to everyone that voted for us. Proud to have been a part of this amazing achievement that was made possible by the great team of Fractional CFOs that we have. If you or anyone you know…

Aug. 23, 2021

Michelle Orr of Live Oak Bank is a member of XPX Connecticut

Live Oak Bank’s Deal of the Week! Recently Closed Business Acquisition: Steel Truss Fabricator $5,000,000 SBA 7(a) Loan + $4,185,000 Pari Passu Loan Call me today; I’m ready to help! 203-461-5097

Aug. 23, 2021

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

Thank you for your support in the last year as we’ve worked together to pull through the pandemic. This feels like a good moment to take stock of where we are and how we can meet your needs moving into the future. The survey consists of one required and 20 optional, confidential questions and is…

May. 14, 2021

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

Two new member profile fields options for your profile: Disclaimer: If you work for a regulated firm and adding a disclaimer would enable you to get permission to have a public profile on XPX, please send us the language and we will add it to your profile. New areas of expertise: Cooperative business models, Worker cooperatives. It’s…

Apr. 15, 2021

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

XPX is a valuable network of very experienced advisors to privately-held businesses. It can be a little intimidating to emerging professionals. But as good exit planners, we know that your firms need to develop your advisors and give them career advancement opportunities. That’s why many of our Chapters have specific membership and/or content alternatives for…

Mar. 15, 2021

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

Your XPX Member profile is a powerful way to make it easy for people to find you and connect with you. But please know that we have a clear privacy policy and give you a lot of control over what information other members and the general public see. To get started in seeing and/or editing…

Feb. 11, 2021

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

XPX LOGO MEMBER BADGE If you’ve been in your profile lately, you might have seen this new downloadable logo and member badge. Our platform calls it an image for smartphones but it has many more uses than that! The file is in a .png format is suitable for adding to your pitch books, brochures, websites…

Jan. 20, 2021

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

We are pleased to introduce the Informed Inclusion Book Club as a forum for XPX members and guests who want to grow in their knowledge and understanding and take meaningful steps in combating racism, sexism, and other biases and discrimination through education and self-awareness to achieve greater equity and inclusion in our country, in our firms, and…

Dec. 15, 2020

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

We’ve been working to enable our members to easily add events to your calendar. It’s now available for all events. In your confirmation email, you’ll see this notice:  TWO STEPS TO ADD TO YOUR CALENDAR COPY THE VIRTUAL LOGIN INFO FOR THE EVENT: For virtual events, you will need the secure login below. You can add the login to your…

Nov. 18, 2020

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

Our virtual power networking program has deep roots in the history of XPX. It’s been an important way that members get to know each other better.  Collaboration takes this kind of investment to be able to know and trust another advisor (and for them to know and trust you).  Here’s a great story about the…

Oct. 16, 2020

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

Work continues on our new XPX website. On the new site, we’ll be featuring our members’ names, photos and statements about “Why I’m a member of XPX.” We’d love to feature your profile! To take advantage of this added visibility, all you have to do is add a 200-character statement to your profile. The field is at the…

Sep. 16, 2020

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

Call me when…. We are in the early stages of updating our website. One thing we are doing is changing the “Call me when” section of member profiles. It appears as a shorthand way for people to get a sense of who you are and why you might be a fit for their clients. Originally, we did…

Aug. 17, 2020

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

HOW TO GET MORE INVOLVED IN XPX – VOLUNTEER!  Volunteering is a great way to increase your visibility in XPX and get to know a broader group of members. Each committee has a number of specific jobs. Here are just a few examples of ways you can get involved. To volunteer, talk to one of…

Jul. 17, 2020

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

During these challenging times, XPX has continued our (now virtual) operations at a strong clip. As I’ve been saying, our clients need us more than ever and we need each other more than ever. The good news is that we provide many ways to help you see and be seen virtually: Attend meetings and sign up for power networking at your…

Jun. 19, 2020

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

We have an incredibly rich community of experts with diverse experience related to the challenges of the private company life cycle. We encourage all members to share their expertise. One important way to do this is to share your own writings and/or articles you come across in your reading.  If it’s interesting to you, it will surely be interesting…

May. 16, 2020

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

Our Member Tip is moving on line this month! Given the challenges we are all facing, we thought that it would be helpful to convene a conversation about how to lead virtual meetings.  We’ve set up a short meeting this Wednesday, March 18th at noon EDT. We’ll talk about how advisors are using virtual meetings to serve…

Mar. 16, 2020

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

We have an incredibly rich community of experts with diverse experience related to the challenges of the private company life cycle. We encourage all members to share their expertise. One important way to do this is to share your own writings and/or articles you come across in your reading.  If it’s interesting to you, it…

Feb. 13, 2020

Explore the Knowledge Exchange

Menu