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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

There is a lot of uncertainty in the world today, which makes it even more important to maintain financial focus and set up your future self for success. Christen Plotkin, Financial Advisor at UBS Financial Services Inc, will share what it means to have financial focus as an emerging professional. She’ll highlight distractions you should…

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

Estate Planning Strategies for 2021 The sale of a business creates financial and estate planning opportunities and challenges. For many years, planners have enjoyed the increased (currently $11.7 Million) exemption, however legislation is being discussed that would drastically lower that exemption. This significant change will require new strategies to reach the financial goals our clients…

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

Program produced by XPX Atlanta. Personal Financial and Estate Planning Prior to Selling Our “owner” Sam McGraw’s marital harmony has just tanked upon confessing the business is not going to net what he and his wife “need” for retirement. Enter the personal wealth and estate planning gurus to collaborate and explore financial realities and realistic…

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

Program produced by XPX DC Metro In order to prepare for what is usually the single most critically important financial and emotional decision of a business owner’s life, the transition out of their company, you must start somewhere. How then, does an owner prepare for an event that is the measure of his or her…

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

Program produced by XPX Chicago. Retirement Readiness  2020 was exceptionally volatile for the investment markets. With little warning, we were thrown into a global health pandemic, bringing global economies to a standstill. As a result, the markets went from all-time highs into bear market territory in record time, with segments of the markets losing 30-40%…

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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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