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

Our small business survey shows that there’s ample opportunity for the next wave of business owners to acquire historically successful and sound businesses. 18% of small business owners said they’ve already taken steps to transition ownership of their business, and 29% said they expect to transition ownership in the next five years. https://info.liveoakbank.com/small-business-survey-results-download

Cheryl Centeno of XPX Global is a member of XPX

Program produced by XPX Atlanta. Trusted advisors and the deal team need to look beyond numbers and operational process, to the people who will lead the company and deliver the value after the sale. Our 4 panelists come from M&A, Operations, HR, and HR Systems, to bring a comprehensive view of the impact of team…

Cheryl Centeno of XPX Global is a member of XPX

Program produced by XPX Atlanta. Mechanics of a deal directly influence whether a seller’s financial goals can be achieved. Learn from experienced advisors how to optimize each step of the business sale process to ensure a successful transaction and maximize total proceeds from the deal. Moderator: Barry SelvidgePartnerNewport LLC With over 30 years of experience…

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…

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Cheryl Centeno of XPX Global is a member of XPX

The state of a company’s financials could make or break its future sale. Balance sheets that don’t balance. “Add-backs” that can’t be justified. Messy financials make for lower business valuation or deals that never happen. That’s why financial sharpening is such a critical part of exit planning. Join us Thursday, Sept 15 from 11am-1pm at…

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

Do you provide an employee orientation? That is great news, now what about onboarding?  If you are leaving this one out you are missing part of a winning team performance structure.  What is the difference and why utilize both?  One is informative and one is integrative, both are intended to get your new employees off…

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

What makes an excellent CEO? It’s a question that’s often asked, but seldom answered. As with anything, it starts with mindset first, then skill set. We’ve talked recently about the importance of CEOs having a direction-setting mindset and being bold, and an organizational mindset where they create strong culture and stable, but agile companies. Once CEOs have set a vision and tasked their…

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

Date: Sept 23, 2022 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Click here for a free ticket: Lorraine Marchand Innovation requires more than a eureka moment. The vast majority of new product ideas never make it to market. Typically, this is because of the failure to address a real problem that a customer…

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