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Brought to you by XPX Maryland In this meeting, XPX Maryland hosted a dicsussion on the next wave of questions/issues (i.e., after initial employment decisions have been made and stimulus loans/grants have been applied for – what’s next? Or, if things start to look better (let’s hope!), we will pivot and focus on tips for…

Brought to you by XPX New York Metro Chapter An ESOP can provide significant benefits to shareholders, management and employees of a privately- owned businesses by creating wealth, stimulating employee engagement, increasing business liquidity, protecting income and assets, diversifying ownership and increasing overall corporate stability. You’ll learn in the video below (slides here): Insights on…

Brought to you by XPX Fairfield County 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 four experienced advisors as they share their best advice for navigating these uncertain waters: Michael Clear,…

Brought to you by XPX Atlanta! Cyber security has never been more challenging, or more necessary. This is true as businesses are starting up and critical to minimizing risk through their growth phase. Potential buyers have these issues at the top of their due diligence assessment. We will address the operational and strategic issues that…

The COVID 19 crisis will undoubtedly derail countless transactions. But, what if your client’s M&A transaction closed in the months leading up to the start of the pandemic? While you and your clients may rightly be pleased their deal closed, your clients are likely also worried. How can you help your clients now? What should…

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…