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This is the 4th in the case study series, built around the individuals found in the Charlotte case study. This event will focus on Retirement & Estate Planning / Personal Wealth Risk Mitigation for the principal owners. CLICK HERE TO DOWNLOAD THE CASE STUDY FOR THE EVENT. Meet our Speakers: Jim Benedict, CPA, CFP®, CEPA®SVP…
The mission of XPX is to collaborate to help our private company clients build business value, transfer ownership, and create a legacy of success in their lives and their communities. This collaboration is more critical than ever as we navigate through a business environment impacted by a myriad of issues created by the pandemic. In…
There are potential changes to the tax code on the horizon. This lunch and learn will address certain tax planning strategies that we should be considering for our respective clients. With year-end approaching, what actions should we be taking now? We are excited to have tax professionals from KRD CPAs and Sassetti leading the discussion…
It’s the top client question of the quarter but how do you answer it? What do your clients need to know about changes in tax law wrapping up 2021 and heading into the new year? Sign up today to hear from a wonderful line of experts at our next virtual event, “Tax Bill Changes- What…
When companies start the exit process, people inside and outside the company can get worried about their jobs and their futures. Join us as XPX members Erin Spencer and Alicia Parr show us how building trust among team members helps make the exit process more productive and profitable for all. Our Speakers: Erin SpencerFounderEdgeBrook Lane…
Program Speakers: Carolyn Smith (C3 Financial Partners), James Rosenblatt (Rosenblatt Law Firm) and John F. Dini (MPN, Inc.)
Program Speakers: Krysti Seibert, Director of HR Alterman, Inc. and Chris Thiel, Executive VP and CFO of Alterman, Inc. Moderator: Lisa Mochel (Lone Star Capital Bank)
Program Speaker: Travis McLeod, President of Silber & Associates Moderator: James Rosenblatt (Rosenblatt Law Firm)
Program Speakers: Bobby Hines, former President of Eldridge Electric Moderators: Tim Geppert, (Vaco) and Steven Bankler, (Bankler CPA, Ltd.)
Program Speakers: Bjorn Dybdahl, President of Bjorn Family Audio Video Home Theater Kris Dybdahl, Vice President of Bjorn Family Audio Video Home Theater Moderator: Carolyn Smith, CPA, AEP (C3 Financial Partners)
Program Speakers: Quentin A. Baker, President of Baker Engineering and Risk Consultants Moderators: Tim Geppart, CPA (Vaco) and John F. Dini, CMBA, CExP, CEPA
Program Speaker: Jeremy Calvert, CEO and Majority Owner of Vighter, LLC
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…
What does a real, collaborative, multi-advisor value-building project look like? 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 in-depth panel discussion and Q&A with Owners and their XPX Advisory Team A 2-part series: October 12th and November 9th What’s the owner…
Is inflation on the horizon? Are there any red flags in the economy? How does this impact our clients’ businesses? Join us on October 1st and hear first hand from a senior investment strategist who worked at the Federal Reserve Bank of New York. Roosevelt Bowman with Bernstein Private Wealth Management helps business owners across…
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