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Matt Dimock of International Exit Planning Association is a member of XPX Greater Boston

Business owners typically think in ‘binary’ terms, believing that there are only two options for involvement in their privately held business, most commonly expressed as “I am either all in, or I am out.” Owners who experience an exit planning process expand this thinking to realize that a multitude of options exist, and moreover, many…

Cheryl Centeno of XPX Global is a member of XPX

Program produced by XPX Philadelphia. In this program we continue to explore the journey to exit of a $40M, privately held, family-owned Manufacturing Company. This next session is designed to share knowledge, build relationship within XPX Philadelphia and learn from our shared values and experience. In this next session we will explore the exit from…

Cheryl Centeno of XPX Global is a member of XPX

Program produced by XPX Tri-State. The Exit Planning Exchange (“XPX”) Tri-State – covering New York (New York City & Long Island), Connecticut (Fairfield & Hartford), and New Jersey – is holding a regional virtual event from 4-6PM on Wednesday, March 16, 2022 to examine the three main aspects that influence a deal – business environment,…

Matt Dimock of International Exit Planning Association is a member of XPX Greater Boston

With the Great Resignation driving so many business owners to seek the counsel of exit planners, the International Exit Planning Association (“IEPA”) wants to share exit planning experiences from over one hundred (100) engagements.  Our mission is to assist advisors and consultants who work with business owners to have the knowledge and resources to conduct…

Cheryl Centeno of XPX Global is a member of XPX

John Warrillow has become synonymous with preparing businesses for sale. Founder of The Value Builder System™, John is the author of 3 books and has spent his career either building and running companies or helping business owners enhance their ability to sell. We’re going to have an interactive discussion with John, so please come with…

Cheryl Centeno of XPX Global is a member of XPX

Program produced by XPX Philadelphia. 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…

Cheryl Centeno of XPX Global is a member of XPX

Program produced by XPX Fairfield County and XPX Hartford. Our program was a discussion with serial entrepreneur Shea Coakley on building and selling a business. Shea has co-founded and built several companies, which have since been brought to an exit. We invite you to explore his journey and the important lessons learned in exiting a…

Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston

Succession planning considerations enter into discussions that I have with business owners when discussing their interest in conducting an executive search to find a CEO to run their company. For instance: As a business owner are you worn down and tired from all the extra effort and attention that you have had to spend on…

Cheryl Centeno of XPX Global is a member of XPX

Bobby Kingsbury will share thoughts surrounding include private equity group (PEG) structure for leveraged buyouts, how PEGs select investments, how they value businesses, the LBO model, and what MCM calls, “Three Legs to a Stool”: understanding the company -business model, how they make money, growth opportunities, risks & weaknesses understanding management — culture, “the bench”,…

Paul Cronin of True North Advisors Group, LLC 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)…

Michelle Orr of Live Oak Bank is a member of XPX Connecticut

Three Keys to Succession Planning for a Family-Owned Business Written by Live Oak Bank We strongly believe in the power of succession planning for any small business, but it’s especially important if the entity is family-owned. When multiple generations are involved in the business, there is an added layer of emotional stress that can sometimes…

The commercial real estate market has never been this hot. Consider a sale leaseback instead of hoping that the business buyer wants to own a building too. I can’t count the number of times I have been called in with 24-72 hours left to close to “clean up” the real estate aspects of a transaction….

Cheryl Centeno of XPX Global is a member of XPX

Program produced by XPX Philadelphia.  In this interactive session, Herb and Max discuss options for tax and estate planning that will ensure that the business owner can leave a legacy. The case study is based on a $40M, privately held, family owned Manufacturing Company that is planning for an exit. This next session is designed…

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

Date: May 19, 2022 (Thursday) Start Time: 12 p.m. EST End Time: 1 p.m. EST Question: Chat Zoom Link: Bobby KlinckOnly 20% of emails are read according to the Email Marketing Benchmarks Report, so learn how to double it. About this event Email marketing sucks…at least the way most marketers do it. Conventional advice tells you to always be selling—or…

Cheryl Centeno of XPX Global is a member of XPX

Program produced by XPX South Florida. This is the second installment of our 2022 in-depth seven-part “Lunch and Learn” series, where our Chapter’s professional advisers discuss the exit planning strategies to be employed by a middle market software development company with $50 million in annual revenues. In this second session, we focus on calculation and enhancement of…

Bill McDermott of The Profitability Coach is a member of XPX Atlanta

One of the topics I talk about most with business owners is accountability. Each situation is different, but rarely do I have a client that doesn’t struggle with accountability at some point over the course of owning their business. One client right now has run a very successful company for over 48 years. But when I…

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

Simply put, a predictable revenue model is a framework for consistency that provides business growth data based on a formulaic process. Think, forecasting. Implementing a predictable revenue model provides business owners an understanding of average revenue over time, including leads (MQL and SQL), sales growth, cost of customer acquisition, and more. In this new blog,…

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

One of today’s biggest business challenges is based around talent. Leaders are attempting to overcome employee turnover and a finicky talent pool. The hiring process can be tedious and owners have a tendency to short-cut the effort by talking with colleagues and networking to get a great referral. This is not a good option for…

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

    Date: Friday, May 13, 2022 Sign On Time: 11:50 a.m. EST Start Time: 12 p.m. EST End Time: 1 p.m. EST Questions: Chat Zoom Link Click Here: Mark Harris It’s that special something that motivates you. It’s your uniquely individual perspective. It’s an authentic catalyst that drives you to do and be better. It’s your Magic Dust . ….

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