XPX Content

Call Me When… ………

Progrram produced by XPX Chicago We all learn from each other. In this program, you will hear the first-hand stories of how some businesses — in a variety of industries — are pivoting, adapting, and changing at all levels: Changing customer services and products, altering methods and manner of operations, taking care of their people,…

Program produced by XPX New York  Using Delaware Statutory Trusts for 1031 Exchanges Real Estate is one of the more commonly held investments across all types of investors including many small to medium size business owners. As a result, many of the professionals within the XPX community are familiar with the concept and powerful tax…

 A Client Case Study Produced by XPX Atlanta Effectively preparing to sell a business requires different approaches based on the time horizon a company has prior to a transaction. Business owners should take defined actions early on, mid-way through, and even in the late stages to get ready for a buyer’s comprehensive assessment to increase…

Since our recent PPP Round Table, the SBA has issued new rules for loan forgiveness. There are so many questions and ever-changing answers about the rules of the program and how to manage this.  To help make sense of things, we’re hosting this open forum to hear from our panel the latest information on the…

Program produced by XPX New Jersey This powerful discussion addresses the reopening process for the business community. Our discussion will be led by Christopher Collins who is Director of Executive Master of Human Resource Management Program (EMHRM) in the School of Industrial and Labor Relations at Cornell University. Since the start of the covid crisis…

We’re at a crucial moment with the PPP program as companies in the first round of financing are reaching the end of their eight-week expense period. There are so many questions and ever-changing answers about the rules of the program and how to manage this.  To help make sense of things, we’re hosting this open…

Program produced by XPX Philadelphia WHAT ARE PRIVATE EQUITY GROUPS LOOKING FOR NOW IN DEAL FLOW? Instincts and experience suggest that it will be difficult to close deals for the next several months. Currently, many of us in the XPX community have noticed what appears to be an aggressive outreach by PE firms. XPX is…

Program produced jointly by XPX Fairfield County and XPX Hartford You know the saying – value is the price negotiated between a willing buyer and a willing seller. So how are buyers in the lower middle market approaching valuation in this new world? What is changing in their valuation models? Are EBITDA multiples going to…

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…

Program produced by XPX New York Thinking about short-term planning in the context of long-term recovery. How should businesses make short-term decisions that allow them to stabilize their businesses while making sure they can take advantage of the eventual recovery? Steve Ronan will review a framework for stabilizing, prioritizing, and positioning a business’ operations in…

Program produced by XPX Atlanta COVID-19 is the latest challenge affecting the trajectory of business exits. Destabilizing events and the related uncertainties affect the path and approach for achieving successful exits and protections must be tailored to the changing transactional environment. Join our panel of legal experts for a focused review of how present-day challenges…

Program produced by XPX Chicago There is still ambiguity regarding the process of spending Paycheck Protection Program (PPP) loan funds during the 8-week period of receiving the funds. This has left borrowers wondering, how can I become eligible for loan forgiveness? In this webinar we’ll discuss how your PPP loan funds should be spent and…

Program produced by XPX Long Island The exit environment has changed considerably in a very short period of time. How will the business “pause” impact valuations and activity? What actions should owners and advisors take now? Hear from experienced advisors as they share their best advice for navigating these uncertain waters (and see content they’ve…

Here John Dini, Founder of XPX San Antonio talk about implications of the covid crisis on earnings analysis for private companies.  Also check out John’s EBITDAC post. 

Video produced by XPX New England Learn how to leverage your leadership to keep your employee and client engagement; and strengthen your company and your team, better preparing them for growth or transitions of any kind. We’re fortunate to have Larry O’Toole as a guest to share his experience transitioning his business and leadership thsi…