Program produced by XPX New York. The Power of Culture and its Impact on Business Valuations Businesses are challenged now more than any time in history. This session will focus on how a dynamic business culture supports and sustains growth, enhancing business valuations.Our Speaker:Rochelle LisnerFounderDynamic Business GrowthRochelle Lisner, through her firm Dynamic Business Growth, works with companies…
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How to XPX: Our Case Study Continues- What Should Sam Do to Improve Sales? Our “owner” Sam McGraw has been on quite a journey since January. Join us for a new angle on helping Sam grow and build value as he works toward a sale. Why Join Us? New and interesting ideas to implement and share…
Welcome & Intro To The Why & What of Exit Planning Join us for this virtual educational event. We will cover: An overview of the stages and tracks that comprise effective exit planning. Why is comprehensive exit planning important to achieving optimal outcomes for owners and their business? Introduction to the ‘XPX Way’ of collaboration…
Estate Planning Strategies for 2021 The sale of a business creates financial and estate planning opportunities and challenges. For many years, planners have enjoyed the increased (currently $11.7 Million) exemption, however legislation is being discussed that would drastically lower that exemption. This significant change will require new strategies to reach the financial goals our clients…
Program produced by XPX South Florida. Top 10 pitfalls to avoid when selling your business This XPX South Florida program will highlight the top ten most common pitfalls business owners may encounter leading up to and through the sale of their business, from the perspectives of a business owner, broker and sales consultant. We will…
Stakeholder Capitalism: Implications for Exit Planning The Pennsylvania Bar News recently featured an article by XPX Philadelphia Member Sean-Tamba Matthew that explained an emerging shift in the understanding of a business’ role in our economy and how this influences exit planning: In 2019, the Business Roundtable’s Statement on the Purpose of a Corporation shifted away from…
Critical Insights in Commercial Real Estate and the Intersection with Exit Planning Commercial real estate, whether owned or leased, represents a significant cost for most companies and is frequently a meaningful component of enterprise valuation, exit, and acquisition planning considerations. Hear experience-based perspectives from Andrew Zezas, Managing Director, Jones Lang LaSalle (“JLL”), about forward-looking insights, trends,…
Overcoming Operational Challenges This presentation will focus on how businesses overcome common problems that businesses face on their path to a successful exit. Our Speakers: Kevin ShaughnessyPresidentSales Implementation, LLC Kevin Shaughnessy is the President of Sales Implementation a consulting firm based in San Antonio. He works with small and mid-size businesses to improve their sales…
Program produced by XPX Chicago. Franchise Readiness: how and why to franchise a business, plus marketing the opportunity to buyers Join franchise and business attorney Laura Liss for a presentation on franchising. Both legal and business points will be addressed, as well as perspectives from franchisors and franchisees, and franchise marketing tips. Meet our Speaker:…
Program produced by XPX Long Island. Long Island Case Study Part 6: Financing Growth and Liquidity his discussion will focus on third-party capital options for Companies exploring liquidity or growth capital. Our panel of experts (Private Equity and Lenders) will focus on what steps a business should—and should not—take to prepare for and attract lending…
Program produced by XPX New England. Impact of Proposed Tax Increases on Business Owners: What All Owners Need to Know Three panelists and moderator, Greg Rush discuss proposed increases and examples of how they impact an owner. Moderator: Greg R. Rush Partner Dunn Rush & Co. LLC Greg Rush is a co-founder of Dunn Rush…
Program produced by XPX DC Metro. Building a Management Team: A Key Value Driver to a Sellable Company When planning an exit, business value is dependent on a handful of key “value drivers” – the ingredients that make the business worth buying. While cash flow, is of course critical, the top “non-financial” ingredient is the…
Thank you for your support in the last year as we’ve worked together to pull through the pandemic. This feels like a good moment to take stock of where we are and how we can meet your needs moving into the future. The survey consists of one required and 20 optional, confidential questions and is…
May 14, 2021
Program produced by XPX Long Island. XPX long island case study part 5: Defining success- what is it you really want from an exit? The owners of HiTech, our case study company, are looking for ways to create additional value in their business in pursuit of a profitable exit. Transforming their operations will be a…
Program produced by XPX Chicago. The Legal Basics of an M&A Transaction Markus May will provide a broad overview of what happens in selling or buying a business so that non-lawyers will be better able to help their clients navigate the process. This fast paced presentation will cover things such as the purpose of a letter…
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