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David Fasi, CFP®, CEPA® of UBS is a member of XPX Hartford

A client recently sold his business and was looking for options to address a large capital gain as a result of the sale. We presented a number of solutions with support from his other advisors. One of the options we are implementing includes an investment in a Qualified Opportunity Zone (QOZ). Opportunity Zones were born…

Michelle Fritsch of Retirement Wellness Strategies is a member of XPX Maryland

People have been selling businesses and retiring forever, so why is this important? Well, after nearly 30 years in healthcare, I’ve seen a startling trend that must be addressed. Let’s walk through two scenarios, and you pick the one that reflects your future desires. Retirement Scenario 1 – The Cliff It is not uncommon for…

Brent Stromwall of Odigos, LLC is a member of XPX Atlanta

Over the past several months – years even – we’ve all witnessed, watched on television, or read in the news or online about child-like spats between those who we are hoping are our strong, confident, stable, trustworthy leaders. What we are seeing from our leaders reminds us of two children fighting over toys in the…

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%…

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

Program produced by XPX Maryland.  Retirement Please join us as Michelle Fritsch and XPX member Terry Schaefer provide insights and ideas on helping successful business owners transition from full time professional pursuits to actively walking into their retirement years – healthy, wealthy, and wise. Speakers:   Michelle Fritsch, Pharm.D., BCGP, BCACP. Principle: Meds MASH, LLC and…

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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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