Program produced by XPX Maryland. High Risk, High Potential, High-healed Entrepreneurs Gina Dubbe and Dr Leslie Apgar share with us how a ob-gyn and an engineer turned entrepreneur became best friends and embarked on a cannabis enterprise that paid off big. With equal parts humor, humility, and resolve, they discuss their challenge and triumphs. They…
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Program produced by XPX Chicago. Navigating Business Interruption: Why Change is Necessary This discussion entails how business interruption, whether caused due to a global pandemic or your own company crisis, can be viewed from three different yet connected angles: Leading with Resiliency, Innovation out of Change, and Culture of Employee Engagement. Reflecting on ideas and…
Program produced by XPX San Antonio. XPX San Antonio Owner and Advisor Summit M&A Communication Strategies in a Pandemic World Key Note Speaker:Leslie Komet Ausburn, President/CEO – Komet Marketing Communications
Program produced by XPX San Antonio. XPX Owner and Advisor Summit Exit Planning and Implementation to Inside Parties During the Pandemic Moderator:John Dini, CMBA, CExP, CEPA – MPN, Inc. Panelist: Steven Bankler, CPA -Steven Bankler CPA, Ltd with client Jeremy Calvert, CEO – Vighter, LLC James Rosenblatt, Attorney – Rosenblatt Law Firm with client Andrew Jett, President…
Program produced by XPX San Antonio. XPX San Antonio Owner and Advisor Summit Exit Planning & Implementation to Third Parties During the Pandemic Moderator: Kelly Foster, Attorney – Gardner Law Firm Panelist: Tim Geppart, CFO – Vaco Tim Geppart, CFO – Vaco with client Bill Roberts, CEO of T&D Moravits & Co. Steven Bankler, CPA -Steven…
Program produced by XPX San Antonio. XPX San Antonio Owner and Advisor Summit Valuations & Financing Problems During the Pandemic Moderator: Carolyn Smith, Chartered Advisor in Philanthropy, Senior Partner – C3Financial Panelist: Kim Ford, CPA – theKFORDgroup Jim Park, ASA – Munroe, Park, & Johnson, Inc. Robert Potter, Executive Vice President, Lone Star Capital Bank Tim Ramon,…
Oct 19, 2020
Our virtual power networking program has deep roots in the history of XPX. It’s been an important way that members get to know each other better. Collaboration takes this kind of investment to be able to know and trust another advisor (and for them to know and trust you). Here’s a great story about the…
Oct 16, 2020
Corporate value growth is a key metric of success for all companies. Measuring and driving this growth holds numerous unique challenges for privately-held companies, especially in the lower middle market. Fortunately, there are resources available to assist with that process. In this article, we’ll focus on four midrange online platforms used by the XPX members…
Oct 6, 2020
Program produced by XPX Long Island. Virtual Business How we spend our time, the connections we make, and developing a strategic plan for virtual business has never been more critical. On Friday October 2nd we will be lead through a micro-session on how to be a master-connector in a virtual world by expert business strategist,…
Program produced by XPX Fairfield County. Where Are We Now? Advising Clients in the “New Normal” It’s been over six months since the world abruptly pivoted to a virtual reality, and we are unlikely to return to normal for many months. Now is a time to reassess and reevaluate. Who is buying? What is trending…
Keys to Raising the Valuation of Your Company Speaker: Greg Caruso, member of XPX Maryland Moderator: Mary Adams, Executive Director XPX Global
Three Things Advisors Should Know About Valuations Speaker: Greg Caruso, member of XPX Maryland Moderator: Mary Adams, Executive Director XPX Global
Program produced by XPX Philadelphia. Stepping into the Void: Option for Helping Clients Speaker: Laura Queen When was the last time you heard, “I just need a simple agreement; or a quick review of my balance sheet, or 10 minutes of advice on how to address an employee concern?; only to find that – “simple”…
Program produced by XPX Maryland. Retirement Please join us as Michelle Fritsch and XPX member Terry Schaefer provide insights and ideas on helping successful business owners transition from full time professional pursuits to actively walking into their retirement years – healthy, wealthy, and wise. Speakers: Michelle Fritsch, Pharm.D., BCGP, BCACP. Principle: Meds MASH, LLC and…
Program produced by XPX Greater Boston (formerly XPX New England). Alternatives to M&A Recaps, Generational Transfers, ESOPs, Targeting a Single-Buyer & More The status of the M&A market has become uncertain for a number of industries for a number of reasons. Business owners planning a traditional exit event may not find the market they were…
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