Work continues on our new XPX website. On the new site, we’ll be featuring our members’ names, photos and statements about “Why I’m a member of XPX.” We’d love to feature your profile! To take advantage of this added visibility, all you have to do is add a 200-character statement to your profile. The field is at the…
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Program produced by XPX Long Island. 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…
Program produced by XPX New York. Transacting M&A in the Fog of the Impending Election and Covid-19 Jon Zefi, Principal at EisnerAmper LLP, will take us through an analysis of selling your business and transacting in a Trump vs Biden administration with Covid-19 as a backdrop. Between tax considerations and due diligence processes, major shifts…
Program produced by XPX Atlanta. Lessons Learned by Successful Sellers Business exits require careful consideration of multiple factors and lots of work leading up to and through the transaction. Even with the best planning, exits often pose substantial challenges and opportunities for owners and their advisors to collaborate effectively in achieving a successful closing. Join…
Program produced by XPX Tri-State. XPX CT Virtual Summit Day 4: Keynote Fireside Chat with Cindi Bigelow, President & CEO Bigelow Tea Introduction by: Ramsey Goodrich, Carter Morse & Goodrich Fire Chat Moderator: Dick Albu, Albu Consulting LLC
Program produced by XPX Fairfield County and XPX Hartford. XPX CT Virtual Summit Day 3: Owner Life and Legacy Moderator: Michael Clear, Wiggin and Dana Panelists: Keith Michaelson, Lovins Group Francois de Visscher, FODIS Gavin Watson, Former Co-owner of Watson Inc.
Program produced by XPX Fairfield County and XPX Hartford. XPX CT Virtual Summit Day 2: Business Value Transfer Moderator: Steven Pappas, Touchstone Advisors Panelists: Capri Brighenti, Miller Farms Tom Heide, Heide & Company Michael Rocheleau, PTA Plastics
Program produced by XPX Fairfield County and XPX Hartford. XPX CT Virtual Summit Day 1: Business Value Growth Moderator: Steve Ronan, Citrin Cooperman Panelists: Paul Decelles, YardeZone Inc. Brian Kerrigan, Whittlesey Nicole Russo, Microboard Processing, Inc
Program produced by Greater Boston (formerly New England). Our Speaker: Amy A. Zuccarello, Partner, Sullivan & Worcester LLP Please join XPX New England for an informative presentation on corporate bankruptcy, including the Small Business Reorganization Act of 2019, together with a discussion of out-of-court restructuring alternatives for companies in distress, featuring Sullivan & Worcester Partner…
Program produced by XPX Chicago. GAINING TRACTION® IN YOUR BUSINESS If you are the owner or leader of an entrepreneurial organization who wants to see your business consistently run better and grow faster, Beckie Hayes and EOS® can help you and your team clarify, simplify, and achieve your vision. Even the most successful entrepreneurs occasionally find running…
Program produced by XPX Atlanta. Learn the powerful missing value driver in most exit planning. Consider the significance of human strengths when they are aligned with business growth and value building. Short-term and longer-term value building must consider both financial capital and human capital to plan for a successful succession outcome. Maria Forbes, Strategic Workforce Planning…
Call me when…. We are in the early stages of updating our website. One thing we are doing is changing the “Call me when” section of member profiles. It appears as a shorthand way for people to get a sense of who you are and why you might be a fit for their clients. Originally, we did…
Aug 17, 2020
Program produced by XPX Philadelphia Considerations in investment banking engagement letters & Forecasting for 2020 and 2021 David DeMuth of CFO Consulting Partners https://cfoconsultingpartners.com/our-team/david-p-demuth will lead a discussion regarding best practices for financial forecasting and modeling post COVID 19 for 2020 and 2021. Michael Plunkett of Plunkett Law Group will lead a discussion regarding key terms and considerations of…
This program was produced by XPX Chicago Venturing out of the Pandemic: M&A Within the M&A space with all companies, industry data points out of whack and credit spreads increasing, access to leverage can become tighter. M&A Outlook – History shows as credit spreads increase access to leverage became tighter affecting overall mergers and acquisitions Dry Powder- PE…
This program was produced by XPX Chicago Venturing out of the Pandemic: Financial Challenges The PPP Forgiveness has been a moving target since inception. With many changes occurring and more on the way learn how to choose the right process to manage the situation. PPP – Consider all your alternatives PPP – Don’t just focus on the…
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