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Adam Brier of USI Insurance is a member of XPX Long Island

Embracing DEI as Part of Your Recruitment/Retention Strategy More employers have come to embrace diversity, equity and inclusion (DEI) initiatives as a way to improve workplace culture and demonstrate they value their employees as people, not just workers. Harvard Business Review found that 65% of U.S. executives say DEI is a high strategic priority, and…

Jan. 18, 2022

Submitted by Lone Star Capital Bank. Information provided by American Bankers Association. Every day, thousands of people fall victim to fraudulent emails, texts and calls from scammers pretending to be their bank. And in this time of expanded use of online banking, the problem is only growing worse. In fact, the Federal Trade Commission’s report…

Yvonne Levine of YGL Enterprises, Inc is a member of XPX Charlotte

Are you struggling to keep up with the latest marketing trends and whether you should embrace the latest technologies? Does it really matter if your website is mobile-friendly? How does AI impact your company’s ability to identify new customers and increase brand loyalty? Find out answers to these questions and other insights in my recent…

Nov. 18, 2021
Mark Gross of CSSI Inc. (Cost Segregation Services Inc.) is a member of XPX Chicago

CSSI will be hosting a live, no-cost 1.5-hour CPE webinar on Tuesday, Nov. 9th at 11:00 CT on ‘Expensing & Depreciation Strategies to Counter Upcoming Tax Increases.’  CPE credits are for CPAs only.  Registration is open to everyone. Please indicate that Mark Gross invited you.  Copy and paste link below or click link on PDF…

Oct. 28, 2021
Mary Adams of XPX Global is a member of XPX

This recent article about how a requirement to include diverse contractors in the construction of a large new convention hotel in Boston has had ripple effects across the city’s economy. And it sounds like a really cool building too!   https://www.bostonglobe.com/2021/09/08/business/massports-diversity-policy-had-its-skeptics-its-success-is-hard-ignore-with-opening-new-omni-boston-hotel/

Sep. 10, 2021
Mary Adams of XPX Global is a member of XPX

Diversity drives better performance. Board diversity has been getting a lot of attention for public companies but it’s much les common with private companies. This article talks about why and how this is changing. Don’t wait until a company is about to sell to think about this.  It makes sense to include it from the…

Sep. 10, 2021
Mikal Schalk of Wood Stone & Ivy is a member of XPX Tri-State
XPX Content

For more information and resources, check out our Advisor Resources section. The video for this webinar is below. 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…

Sep. 4, 2021
Mikal Schalk of Wood Stone & Ivy is a member of XPX Tri-State
XPX Content

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 share some of our community’s recommendations of books and methodologies for…

Sep. 4, 2021
Mikal Schalk of Wood Stone & Ivy is a member of XPX Tri-State
XPX Content

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 the consultant’s role in educating the client on the…

Sep. 4, 2021
Mikal Schalk of Wood Stone & Ivy is a member of XPX Tri-State
XPX Content

COVID-19 has affected us all. As XPX members, we are in an unprecedented position of having to deal with the challenges ourselves, while advising business owners who are forced to take extreme and unwanted steps with their businesses.We recently held a program on the topic of Challenging Conversations featuring guest speakers Susan Vogel, a business consultant and change…

Sep. 4, 2021
Kenneth Marks of High Rock Partners, Inc. is a member of XPX Triangle

We want your perspective as someone involved in middle market M&A!  I’m the lead author of the Middle Market M&A handbook that you may have received or read about as part of the Certified M&A Advisor (CM&AA) program. Chris Blees, Mike Nall, Tom Stewart and I are working on a 2nd Edition; we are adding…

Aug. 30, 2021
Mary Adams of XPX Global is a member of XPX

Our new Informed Inclusion book club meets on the last Monday of each month. If you are interested in learning more, please look for our next meeting on the XPX National Calendar and/or add yourself to the Informed Inclusion mailing list in your profile (log in above and click to “Edit My Info”) We’re still…

Aug. 22, 2021

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Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia

Date: January 28, 2022 Platform: Zoom Start Time: 12 p.m. End Time: 1 p.m. Questions: Chat Click Ticket: Jim McKelvey From the cofounder of Square, an inspiring and entertaining account of what it means to be a true entrepreneur and what it takes to build a resilient, world-changing company In 2009, a St. Louis glassblowing artist and recovering computer scientist named…

Jan. 24, 2022
Angela Rehkop of Financial Care Providers is a member of XPX Atlanta

InsuranceNewsNet.com January 21,2022 More Than Writing A Check Sometimes the road to philanthropy begins with a simple phone call. For Angie Rehkop, founder of Financial Care Providers in Atlanta, the giving journey began when a friend asked her to go horseback riding. The request was for adult volunteers to accompany children who were patients at…

Jan. 23, 2022
Paul Cronin of SuccessionMatching, Ltd. is a member of XPX Greater Boston

I was speaking with an advisor to business owners recently about my client screening process for selling a business. I said that to deliver the best result, I ask business owners to write down three sets of goals. The reason is that many, if not, most owners only think of the business sale (the transaction)…

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