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Program produced by XPX South Florida. The current temporarily high $12.92 million estate and gift tax exemption will “Sunset” on December 31, 2025. Starting January 1, 2026, the exemption is expected to return to approximately $7 million. The loss of approximately $6 million in exemption can result in an additional estate tax in excess of…

<img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" class="attachment-40x40 size-40x40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" sizes="(max-width: 40px) 100vw, 40px" />

Tax Strategies for High Net Worth Clients

1 month ago

Oct 30, 2023

South Florida

Owner Life & Legacy

Video

At XPX Next, our inaugural national conference, Dr. Froswa’ Booker-Drew shares her research on the development of social capital. The following video is a master class on how to build and leverage one’s network for greater collaboration and success. View Dr. Booker-Drew’s full bio here. Additional resources provided by Dr. Booker-Drew: https://www.linkedin.com/pulse/coin-circle-influence-network-worksheet-shelley-hammell http://www.boardnetusa.org/

<img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" class="attachment-40x40 size-40x40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" sizes="(max-width: 40px) 100vw, 40px" />

Building Greater Social Capital with Dr. Froswa Booker-Drew

4 months ago

Jul 28, 2023

Advisor Resources

Practice Tips

Video

<img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" class="attachment-40x40 size-40x40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" sizes="(max-width: 40px) 100vw, 40px" />

Taxation and Company Re-structuring

1 year ago

Oct 24, 2022

Business Value Growth

Video

<img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" class="attachment-40x40 size-40x40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" sizes="(max-width: 40px) 100vw, 40px" />

Financials and A Future Exit: Preparation and process to sharpen business financials for a successful sale

1 year ago

Sep 21, 2022

Atlanta

Business Value Growth

Video

<img width="40" height="40" alt="A.J. Krause of Private Capital Transaction Advisors is a member of XPX South Florida" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square.jpg 399w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="A.J. Krause of Private Capital Transaction Advisors is a member of XPX South Florida" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square.jpg 399w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="A.J. Krause of Private Capital Transaction Advisors is a member of XPX South Florida" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square.jpg 399w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" src="https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-150x150.jpg" class="attachment-40x40 size-40x40" alt="A.J. Krause of Private Capital Transaction Advisors is a member of XPX South Florida" loading="lazy" decoding="async" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square.jpg 399w" sizes="(max-width: 40px) 100vw, 40px" />

M&A Sale Process – Phase 5 (Due Diligence)

1 year ago

Aug 29, 2022

South Florida

Business Value Transfer

Video

<img width="40" height="40" alt="A.J. Krause of Private Capital Transaction Advisors is a member of XPX South Florida" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square.jpg 399w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="A.J. Krause of Private Capital Transaction Advisors is a member of XPX South Florida" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square.jpg 399w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="A.J. Krause of Private Capital Transaction Advisors is a member of XPX South Florida" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square.jpg 399w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" src="https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-150x150.jpg" class="attachment-40x40 size-40x40" alt="A.J. Krause of Private Capital Transaction Advisors is a member of XPX South Florida" loading="lazy" decoding="async" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square.jpg 399w" sizes="(max-width: 40px) 100vw, 40px" />

M&A Sale Process – Phase 4 (Selection & Structuring)

1 year ago

Aug 28, 2022

South Florida

Business Value Transfer

Video

<img width="40" height="40" alt="A.J. Krause of Private Capital Transaction Advisors is a member of XPX South Florida" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square.jpg 399w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="A.J. Krause of Private Capital Transaction Advisors is a member of XPX South Florida" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square.jpg 399w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="A.J. Krause of Private Capital Transaction Advisors is a member of XPX South Florida" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square.jpg 399w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" src="https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-150x150.jpg" class="attachment-40x40 size-40x40" alt="A.J. Krause of Private Capital Transaction Advisors is a member of XPX South Florida" loading="lazy" decoding="async" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square.jpg 399w" sizes="(max-width: 40px) 100vw, 40px" />

M&A Sale Process – Qualification (Phase 3)

1 year ago

Aug 27, 2022

South Florida

Business Value Transfer

Video

<img width="40" height="40" alt="A.J. Krause of Private Capital Transaction Advisors is a member of XPX South Florida" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square.jpg 399w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="A.J. Krause of Private Capital Transaction Advisors is a member of XPX South Florida" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square.jpg 399w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="A.J. Krause of Private Capital Transaction Advisors is a member of XPX South Florida" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square.jpg 399w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" src="https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-150x150.jpg" class="attachment-40x40 size-40x40" alt="A.J. Krause of Private Capital Transaction Advisors is a member of XPX South Florida" loading="lazy" decoding="async" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square.jpg 399w" sizes="(max-width: 40px) 100vw, 40px" />

M&A Sale Process – Marketing (Phase 2 of 6)

1 year ago

Aug 26, 2022

South Florida

Business Value Transfer

Video

<img width="40" height="40" alt="A.J. Krause of Private Capital Transaction Advisors is a member of XPX South Florida" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square.jpg 399w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="A.J. Krause of Private Capital Transaction Advisors is a member of XPX South Florida" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square.jpg 399w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="A.J. Krause of Private Capital Transaction Advisors is a member of XPX South Florida" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square.jpg 399w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" src="https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-150x150.jpg" class="attachment-40x40 size-40x40" alt="A.J. Krause of Private Capital Transaction Advisors is a member of XPX South Florida" loading="lazy" decoding="async" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2022/08/AJ_Krause_2-copy-square.jpg 399w" sizes="(max-width: 40px) 100vw, 40px" />

M&A Sale Process – Preparation & Planning (Phase 1 of 6)

1 year ago

Aug 25, 2022

South Florida

Business Value Transfer

Video

<img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" class="attachment-40x40 size-40x40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" sizes="(max-width: 40px) 100vw, 40px" />

Team, Talent and Optimizing the Deal: Critical People Factors for a Successful Business Sale

1 year ago

Aug 15, 2022

Atlanta

Business Value Transfer

Video

<img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" class="attachment-40x40 size-40x40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" sizes="(max-width: 40px) 100vw, 40px" />

Family and Employee Dynamics in an Exit

1 year ago

Aug 4, 2022

South Florida

Business Value Growth

Video

<img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" class="attachment-40x40 size-40x40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" sizes="(max-width: 40px) 100vw, 40px" />

M&A Amidst the Madness

1 year ago

Jul 14, 2022

Atlanta

Business Value Transfer

Video

<img width="40" height="40" src="https://www.exitplanningexchange.com/wp-content/uploads/2022/03/Steve-Headshot-2022-150x150.jpeg" class="attachment-40x40 size-40x40" alt="Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State" loading="lazy" decoding="async" />

Video Interview: The Best Tax Mitigation Strategies for Business Owners

Stephen K Davis

1 year ago

Jun 22, 2022

Tri-State

Member News

Video

<img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" data-sizes="(max-width: 40px) 100vw, 40px" class="attachment-40x40 size-40x40 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="40" src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg" class="attachment-40x40 size-40x40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" decoding="async" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Workbar-SC-Pic-1024x1024.jpg 1024w" sizes="(max-width: 40px) 100vw, 40px" />

Mechanics of the Deal: Maximizing Money in the Bank

1 year ago

Jun 20, 2022

Business Value Transfer

Video

<img width="40" height="40" src="https://www.exitplanningexchange.com/wp-content/uploads/2022/03/Steve-Headshot-2022-150x150.jpeg" class="attachment-40x40 size-40x40" alt="Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State" loading="lazy" decoding="async" />

Personal Mission to Raise Funds Supporting World Central Kitchen Amidst Potential Grain Shortage

Stephen K Davis

1 year ago

Jun 8, 2022

Tri-State

Member News

Video

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