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Chapter News

Chapter News

Proactive Estate Planning in Maryland: Preparing for Potential Tax Changes

Patrick Guthrie

Evergreen Advisors LLC

1 month ago

Maryland Governor Wes Moore’s proposed 2025 budget includes significant changes to the state’s estate tax laws, making now a critical time for residents to

Feb 20, 2025 2 min read Maryland

Chapter News

Why I Started XPX Charlotte

Tom Bixby

EvaluSys LLC

1 year ago

As a long-time business consultant and value growth advisor to middle-market companies, I frequently met business owners who didn’t recognize the urgency to plan

Jan 30, 2024 1 min read Charlotte

Chapter News

UPDATED – XPX Atlanta Members-Only Benefits: Instead of Flowers

David Shavzin

The Value Track

2 years ago

INSTEAD OF FLOWERS MEMBERS-ONLY OFFER Buy a meal for your client, get one free to enjoy yourself! (BOGO) Got a client – or employee,

Mar 1, 2023 2 min read Atlanta

Business Value Transfer, Chapter News

SA Summit 2021 Featured in San Antonio Business Journal

Cheryl Centeno

XPX Global

3 years ago

Recently, XPX San Antonio hosted their 4th annual Business Owner and Advisor Summit on October 12th. The program featured a number of panelists covering

Oct 15, 2021 1 min read San Antonio

Chapter News

Meet Best Seller Richard Steel author of “Elevated Economics: How Conscious Consumers Will Fuel the Future of Business”

Marc Kramer

Stress Free Family Business

3 years ago

Date: September 17, 2021 Time: 12 p.m. to 1 p.m. Eastern Daylight Savings Time Questions: Chat Platform: Zoomcast Link to Free Ticket: Meet Best Seller Richard Steel author of

Sep 13, 2021 1 min read Philadelphia

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Business Value Growth

From Gridlock to Growth: Conveying Clarity!

Maria Forbes

FIREPOWER Business Catalyst, LLC.

2 weeks ago

We’ve all been there. Stuck! Paralyzed! Whether it’s a key project grinding to a halt or a team dynamic that feels like walking on

Mar 28, 2025 4 min read Atlanta

Practice Tips

New ESOP communication resource from Blue Ridge ESOP

Tom Roback

Blue Ridge ESOP Associates

3 weeks ago

Blue Ridge has launched a new service, ESOP Blue Ribbon. It is designed specifically for the person or committee in your company who is

Mar 27, 2025 1 min read Maryland

Owner Life & Legacy

How to Address Conflict During Succession Planning Discussions

Chuck Cooper

WhiteWater Consulting LLC

3 weeks ago

Succession planning is one of the most critical elements for a company’s long-term stability. It ensures that leadership transitions smoothly, helping businesses continue to

Mar 26, 2025 2 min read Charlotte

Owner Life & Legacy

Preserving Heritage While Embracing Change: Family Business Strategies for Future Success

Chuck Cooper

WhiteWater Consulting LLC

3 weeks ago

Family businesses are unique entities—and tend to come with many challenges. For instance, how do you balance the desire to preserve long-standing traditions with

Mar 26, 2025 3 min read Charlotte

Business Value Growth

Federal Court Enjoins Some Aspects of Trump’s DEI Executive Orders

Robert Brody

Brody and Associates, LLC

3 weeks ago

In the first few days of his second term, President Trump issued two Executive Orders aiming to dismantle diversity, equity, and inclusion (“DEI”) initiatives

Mar 21, 2025 2 min read Tri-State

Practice Tips

Five reactions to clients, and what they might reveal . . . about both of you

Larry Gard

Done With Work Retirement Coaching and Consulting

1 month ago

Sometimes a cigar is just a cigar . . . a quote mis-attributed to Freud and often used to challenge the suggestion that there’s

Chapter News

Proactive Estate Planning in Maryland: Preparing for Potential Tax Changes

Why I Started XPX Charlotte

UPDATED – XPX Atlanta Members-Only Benefits: Instead of Flowers

SA Summit 2021 Featured in San Antonio Business Journal

Meet Best Seller Richard Steel author of “Elevated Economics: How Conscious Consumers Will Fuel the Future of Business”

What's Trending

From Gridlock to Growth: Conveying Clarity!

New ESOP communication resource from Blue Ridge ESOP

How to Address Conflict During Succession Planning Discussions

Preserving Heritage While Embracing Change: Family Business Strategies for Future Success

Federal Court Enjoins Some Aspects of Trump’s DEI Executive Orders

Five reactions to clients, and what they might reveal . . . about both of you

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