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Cheryl Centeno of XPX Global is a member of XPX

We can’t wait for you to experience the cleaner, brighter and more user-friendly feel of our new platform! The site is designed to give you and your company greater visibility. Here are three things you should know: Emails from XPX will now come from my.exitplanningexchange.com—please adjust your email settings! Your new profile can have a…

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

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

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

Two new member profile fields options for your profile: Disclaimer: If you work for a regulated firm and adding a disclaimer would enable you to get permission to have a public profile on XPX, please send us the language and we will add it to your profile. New areas of expertise: Cooperative business models, Worker cooperatives. It’s…

Apr. 15, 2021

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

XPX is a valuable network of very experienced advisors to privately-held businesses. It can be a little intimidating to emerging professionals. But as good exit planners, we know that your firms need to develop your advisors and give them career advancement opportunities. That’s why many of our Chapters have specific membership and/or content alternatives for…

Mar. 15, 2021

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

Your XPX Member profile is a powerful way to make it easy for people to find you and connect with you. But please know that we have a clear privacy policy and give you a lot of control over what information other members and the general public see. To get started in seeing and/or editing…

Feb. 11, 2021

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

XPX LOGO MEMBER BADGE If you’ve been in your profile lately, you might have seen this new downloadable logo and member badge. Our platform calls it an image for smartphones but it has many more uses than that! The file is in a .png format is suitable for adding to your pitch books, brochures, websites…

Jan. 20, 2021

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

We are pleased to introduce the Informed Inclusion Book Club as a forum for XPX members and guests who want to grow in their knowledge and understanding and take meaningful steps in combating racism, sexism, and other biases and discrimination through education and self-awareness to achieve greater equity and inclusion in our country, in our firms, and…

Dec. 15, 2020

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

We’ve been working to enable our members to easily add events to your calendar. It’s now available for all events. In your confirmation email, you’ll see this notice:  TWO STEPS TO ADD TO YOUR CALENDAR COPY THE VIRTUAL LOGIN INFO FOR THE EVENT: For virtual events, you will need the secure login below. You can add the login to your…

Nov. 18, 2020

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

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

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

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…

Sep. 16, 2020

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

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

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

HOW TO GET MORE INVOLVED IN XPX – VOLUNTEER!  Volunteering is a great way to increase your visibility in XPX and get to know a broader group of members. Each committee has a number of specific jobs. Here are just a few examples of ways you can get involved. To volunteer, talk to one of…

Jul. 17, 2020

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

During these challenging times, XPX has continued our (now virtual) operations at a strong clip. As I’ve been saying, our clients need us more than ever and we need each other more than ever. The good news is that we provide many ways to help you see and be seen virtually: Attend meetings and sign up for power networking at your…

Jun. 19, 2020

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

We have an incredibly rich community of experts with diverse experience related to the challenges of the private company life cycle. We encourage all members to share their expertise. One important way to do this is to share your own writings and/or articles you come across in your reading.  If it’s interesting to you, it will surely be interesting…

May. 16, 2020

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

Our Member Tip is moving on line this month! Given the challenges we are all facing, we thought that it would be helpful to convene a conversation about how to lead virtual meetings.  We’ve set up a short meeting this Wednesday, March 18th at noon EDT. We’ll talk about how advisors are using virtual meetings to serve…

Mar. 16, 2020

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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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