Knowledge Exchange

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 private company clients.  XPX – Exit Planning Exchange’s exclusive Knowledge Exchange is the one place where you can access and share knowledge with some of the middle market’s most successful professionals with expertise in a wide variety of areas.

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

Are you bored with your career and have an entrepreneurial dream you want to chase? Meet Dr. Gary Crotaz author of “The Idea Mindset” on Friday’s live Zoomcast The Best Business Minds. Click here:https://www.eventbrite.com/e/meet-dr-gary-crotaz-author-of-the-idea-mindset-tickets-429481690297

Sara Burden of Walden Businesses, Inc. is a member of XPX Atlanta

PRESS RELEASE – SOLD – Sara Burden and Walden Businesses, Inc. is pleased to announce its client, AF&S Products & Services, Inc., completed a successful sale to McMaverick, Inc., dba Apex Solutions. Walden initiated this transaction and acted as advisor to the seller. AF&S Products & Services, Inc. is a Service-Disabled Veteran-Owned Small Business (SDVOSB)…

Bill McDermott of The Profitability Coach is a member of XPX Atlanta

Donna Beatty, Tax Partner with Frazier & Deeter, and Robert Stephens, Managing Partner of CFO Navigator, were Bill McDermott’s guests on this episode of Profit Sense with Bill McDermott. Donna provided timely advice about taxes, new laws, and advice for business owners. Robert Stephens talked about how he helps businesses as a financial guide, how he speaks…

James Rores of Floriss Group is a member of XPX Ohio

Why do great companies with the right people, products, and customers miss quarterly revenue targets? Today, only 50% of salespeople on teams that perform achieve their quarterly goals. Worse, only 50% of those performers repeat their success the next quarter. A long-term study of two-million salespeople revealed that only 8% consistently follow a reliable sales…

Xavier Lederer of Ambrose Growth is a member of XPX Hartford

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…

Cheryl Centeno of XPX Global is a member of XPX

The state of a company’s financials could make or break its future sale. Balance sheets that don’t balance. “Add-backs” that can’t be justified. Messy financials make for lower business valuation or deals that never happen. That’s why financial sharpening is such a critical part of exit planning. Join us Thursday, Sept 15 from 11am-1pm at…

Maria Forbes of FIREPOWER Business Catalyst, LLC. is a member of XPX Atlanta

Do you provide an employee orientation? That is great news, now what about onboarding?  If you are leaving this one out you are missing part of a winning team performance structure.  What is the difference and why utilize both?  One is informative and one is integrative, both are intended to get your new employees off…

Bill McDermott of The Profitability Coach is a member of XPX Atlanta

What makes an excellent CEO? It’s a question that’s often asked, but seldom answered. As with anything, it starts with mindset first, then skill set. We’ve talked recently about the importance of CEOs having a direction-setting mindset and being bold, and an organizational mindset where they create strong culture and stable, but agile companies. Once CEOs have set a vision and tasked their…

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

Date: Sept 23, 2022 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Click here for a free ticket: Lorraine Marchand Innovation requires more than a eureka moment. The vast majority of new product ideas never make it to market. Typically, this is because of the failure to address a real problem that a customer…

Larry Gard of Hamilton-Chase Consulting is a member of XPX Chicago

There is something I’ve noticed when people tell me about their first year of retirement.  Occasionally they will mention adjusting to living on a fixed income, but more often it’s the non-financial side of things that occupies their mind. In some instances they sound pleased. For example, they’re eager to talk about new hobbies, interests,…

Ricardo (Dick) Albu of Albu Consulting LLC is a member of XPX Fairfield County

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 about the challenges business leaders face and the impact of uncertainty on strategy management.  Two of our most recent articles on the subject were Strategic Thinking in Turbulent Times, May 2022…

Bill McDermott of The Profitability Coach is a member of XPX Atlanta

As a CEO, it can be lonely at the top and they often struggle to know whether their actions and decisions are helping their company or hurting it. How do they achieve excellence? What separates great CEOs from the good ones? These questions often leave new CEOs overwhelmed and frustrated. Every CEO deserves to have a strong…

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

Date: Sept 9, 2022 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Click Here for Free Ticket: President Joe Biden Questions: Chat In The Joe Biden Way: How to Become a Bold and Empathic Leader, bestselling author and leadership expert Jeffrey Krames provides readers with leadership secrets gleaned from one of the most transformative and successful presidents…

Tom Roback of Blue Ridge ESOP Associates is a member of XPX Maryland

BLUE RIDGE ESOP ASSOCIATES ACQUIRES CROWE LLP ESOP BUSINESS Crowe Employee Stock Ownership Plan (ESOP) and certain tax-related 401(k) Plan services will transition to Blue Ridge CHICAGO (August 11, 2022) – Blue Ridge ESOP Associates, the nation’s largest independent ESOP administration and recordkeeping firm, announced today that it has acquired the ESOP services and certain…

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

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