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Angela Rehkop of Financial Care Providers is a member of XPX Atlanta

2021 Five Star Wealth Manager Program I credit 10 years of Five Star Wealth Manager Awards to my loyal clients and my dedicated business colleagues.  Your continued business and considerate referrals have allowed me to provide the highest quality financial planning experience and tend to the wealth and well-being of my clients. Would you like…

Oct. 21, 2021

Maria Forbes of FIREPOWER Business Catalyst, LLC. is a member of XPX Atlanta

I have served as a mentor for young professionals for several years. And while their experiences are varied, one common theme remains – when we have not aligned our purpose and strengths, we will wrestle with achieving our goals both personally and professionally. Discover more about their stories and lessons learned in this latest FIREPOWER…

Oct. 7, 2021

Cheryl Centeno of XPX Global is a member of XPX

Please join us for this first XPX case study of nice monthly sessions in which we will discuss what the owners of a $40M, privately held, family owned Manufacturing company have to consider as they think about building value, transferring ownership and creating a legacy for their family, employees, customers and community. Click here to…

Craig Paxson of Visionary Results, LLC is a member of XPX Nashville

I am proud to announce that I recently earned the Certified Exit Planning Advisor (CEPA) designation after completing the Exit Planning Institute’s intensive 5-day program. I join an elite group of business advisors who have received this designation and am a part of the Exit Planning Institute’s international community of CEPAs. The CEPA program is the most widely accepted…

Sep. 18, 2021

Gershon Morgulis of Imperial Advisory - Outsourced CFOs and Advisors is a member of XPX Long Island

Happy to announce that Imperial Advisory has been named Best Business Consultant by Long Island Business News! Thank you to everyone that voted for us. Proud to have been a part of this amazing achievement that was made possible by the great team of Fractional CFOs that we have. If you or anyone you know…

Aug. 23, 2021

Live Oak Bank’s Deal of the Week! Recently Closed Business Acquisition: Steel Truss Fabricator $5,000,000 SBA 7(a) Loan + $4,185,000 Pari Passu Loan Call me today; I’m ready to help! 203-461-5097

Aug. 23, 2021

XPX Content of Exit Planning Exchange is a member of XPX
XPX Content

XPX Fairfield County Member Andrew Karlen shares his experience with certifications. He holds a CExP certifications from the Business Enterprise Institute (BEI? as well as a certificate from the Family Firm Institute (FFI). He talks about the  rigor of the process to become certified and how he uses the methodology in just about all engagements in his…

Aug. 14, 2019

Michael Clear of Wiggin and Dana is a member of XPX Connecticut

XPX Fairfield County President Michael Clear talks about his work with companies and families preparing for transitions. While his legal practice focuses on trusts, the family’s journey is aided by many advisors, including accountants, valuation professionals, investment bankers, and consultants. Collaboration among these advisors is a core value of XPX and a value add by…

Feb. 28, 2019

XPX Content of Exit Planning Exchange is a member of XPX
XPX Content

4 Ways to Overcome Strategy Execution Roadblocks Does this sound familiar to you?  You’ve held your strategic planning meeting with your management team late last year, identified key strategic projects, assigned responsibilities and you were off and running.  Everyone was on board, or so it seemed.  What’s happening?  Why are we not making any progress…

Jul. 24, 2015

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AlbuonStrategy Newsletter – October 2021 What is Your Organization’s Execution Intelligence? https://albu-strategymanagement.com/2021/10/what-is-your-organizations-execution-intelligence/ There are many different ways to measure one’s intelligence. Emotional intelligence is centered on being smart about feelings.  Interpersonal intelligence deals with being smart socially. IQ tests measure smarts as defined by words or math. So, what is “execution intelligence” or XQ? XQ…

Cheryl Centeno of XPX Global is a member of XPX

Perhaps no “market” has been more active in the last couple of years than Special Purpose Acquisition Corporations better known as SPAC’s. In the first quarter of 2021 alone, close to $30 Billion made its way into the public market through SPAC’s. Since then, the market has cooled a bit, but it is still considered…

Cheryl Centeno of XPX Global is a member of XPX

A good offense always necessitates a good defense. Core mantra across all sports. So no surprise that in business the same holds true. It has been called many names, The Talent Tsunami, The Great Resignation, the Big Quit, or maybe best, The Great Discontent. Regardless, the war for Talent is very real. And while virtually…

Cheryl Centeno of XPX Global is a member of XPX

This is the 4th in the case study series, built around the individuals found in the Charlotte case study. This event will focus on Retirement & Estate Planning / Personal Wealth Risk Mitigation for the principal owners. CLICK HERE TO DOWNLOAD THE CASE STUDY FOR THE EVENT. Meet our Speakers: Jim Benedict, CPA, CFP®, CEPA®SVP…

Cheryl Centeno of XPX Global is a member of XPX

The mission of XPX is to collaborate to help our private company clients build business value, transfer ownership, and create a legacy of success in their lives and their communities. This collaboration is more critical than ever as we navigate through a business environment impacted by a myriad of issues created by the pandemic. In…

Cheryl Centeno of XPX Global is a member of XPX

There are potential changes to the tax code on the horizon. This lunch and learn will address certain tax planning strategies that we should be considering for our respective clients. With year-end approaching, what actions should we be taking now? We are excited to have tax professionals from KRD CPAs and Sassetti leading the discussion…

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