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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Anna Brumby of University of Georgia SBDC is a member of XPX Atlanta

A great business looking to be acquired in 2022 that has increased revenue and profitable during the Pandemic.  The sellers have conducted tremendous amount of R&D on over 100 recipes for retail and commercial size orders, have documented all areas of the business, and have built an efficient and strong operational organization for a new…

TERRY "Doc" DOCKERY of The Resolve Firm is a member of XPX Atlanta

Please join us on Wednesday, December 8 from 10-10:45am for the December edition of our Scaling Skills Speaker Series. I will be interviewing Skip Lamb, Ph.D. and Susan Lamb, Ph.D about their successful entrepreneurial journey. Susan and Skip launched their business two blocks from their home in beautiful downtown Savannah GA and walked to work…

Cheryl Centeno of XPX Global is a member of XPX

Program produced by XPX Philadelphia.  In this interactive session, Herb and Max discuss options for tax and estate planning that will ensure that the business owner can leave a legacy. The case study is based on a $40M, privately held, family owned Manufacturing Company that is planning for an exit. This next session is designed…

Cheryl Centeno of XPX Global is a member of XPX

Program produced by XPX Charlotte. All businesses have strengths and weaknesses, however certain weaknesses ding a company’s value more than others. In this session: You’ll learn how buyers weight strengths and weaknesses to better assess how they will value a business. You’ll better understand how to prioritize strategic initiatives based on how each impact perception…

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

F. Rimer of Initiating Protection Law Group LLC is a member of XPX Atlanta

There are four basic components to brand protection: searching, registering, policing and enforcing. These four aspects each have their own challenges which create a series of risks and opportunities. If done well, the four components work together in a way that achieves the business objectives of the brand owner. The area of enforcement is critical if you…

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

Diane DeCesare of Drucker & Scaccetti is a member of XPX Philadelphia

The Internal Revenue Service recently announced its annual inflation adjustments for tax year 2022 and many tax provisions have increased as a result. In today’s post, we’ll get you up to speed on the increased deductions and credits available in 2022. Inflation is usually a bad word, but in some cases it can be good….

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

When trying to identify the right people for your organization, you may need to go back to the basics. Are you simply writing a job description with responsibilities and minimum qualifications OR are you writing a role description that showcases a candidate’s innate abilities to succeed? There IS a difference, and it can mean finding…

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

Yvonne Levine of YGL Enterprises, Inc is a member of XPX Charlotte

Are you struggling to keep up with the latest marketing trends and whether you should embrace the latest technologies? Does it really matter if your website is mobile-friendly? How does AI impact your company’s ability to identify new customers and increase brand loyalty? Find out answers to these questions and other insights in my recent…

Nov. 18, 2021

Brent Stromwall of Odigos, LLC is a member of XPX Atlanta

Over the past several months – years even – we’ve all witnessed, watched on television, or read in the news or online about child-like spats between those who we are hoping are our strong, confident, stable, trustworthy leaders. What we are seeing from our leaders reminds us of two children fighting over toys in the…

Diane DeCesare of Drucker & Scaccetti is a member of XPX Philadelphia

New employment opportunities, a booming housing market, and a change of environment or slower pace of life. These are just a few reasons why people are planning to move. COVID-19 gave all of us time for reflection and, for some, opportunities outside of their current domicile. In today’s blog, we’ll look at simple ways you…

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

Discussing themes like a growth mindset, listening, quality, and urgency, these three ProfitSense guests highlighted key pieces of their firm’s success in conversations with host Bill McDermott. Amber Lawson, Principal at Aspire Construction & Design, shared her passion for providing one-stop services for her commercial real estate clients. Ken Madren, CEO of PermaTherm, shared his company’s focus…

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

Cheryl Centeno of XPX Global is a member of XPX

“If only your doctors practiced XPX Collaboration.” What does a real, collaborative, multi-advisor value-building project look like? In this 2nd conversation, get the in-depth story and play-by-play of a dynamic, complex value-building project from both the owner perspective and their multi-advisor team. An advisory team of a dozen professionals – and growing. How the heck…

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…

Diane DeCesare of Drucker & Scaccetti is a member of XPX Philadelphia

The landmark Organisation for Economic Cooperation and Development (OECD) deal, agreed by 136 countries and jurisdictions representing more than 90% of global GDP, aims to ensure all multinational enterprises (MNEs) will be subject to a minimum of 15% tax rate starting in 2023. It also reallocates more than $125 billion of profits from around 100…

Diane DeCesare of Drucker & Scaccetti is a member of XPX Philadelphia

The pandemic created an increased desire and/or need for individuals to work from home. As both employees and employers have become more accustomed to the new remote work environment, it is important to consider the tax implications. This blog will address some of the implications for employees. Click here to continue reading.

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

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

Last week I started discussing the value of self-directed teams and their role in your business success. You may believe that you don’t have the right employees to develop self-directed teams, but you need to re-evaluate your thinking. Are you truly taking advantage of the talent you have and engaging them appropriately? It’s important to…

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

As a business owner, we sometimes don’t know what we should be paying attention to in our financials. It becomes even more frustrating when our accounting is not tracked properly and we’re not sure whether the decisions we’re making are helping or hurting. One of the biggest weaknesses in a growing business is accounting. Accounting is…

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

  Date: November 5, 2021 Time: 12 p.m. to 1 p.m. Eastern Daylight Savings Time Platform: Zoom Questions : Chat Free Ticket: Chip Walker The greatest challenge facing leaders is activating and actioning purpose based brands to the people who matter inside the company and out. Recent statistics prove that more than 87% of consumers would purchase a product because…

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