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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…

<img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" 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" 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" 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" 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" 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" 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" 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

3 days ago

September 21st, 2022

Atlanta

Business Value Growth Video

<img width="40" height="40" alt="A.J. Krause of Oberon Securities, LLC is a member of XPX South Florida" loading="lazy" 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 Oberon Securities, LLC is a member of XPX South Florida" loading="lazy" 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 Oberon Securities, LLC is a member of XPX South Florida" loading="lazy" 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 Oberon Securities, LLC is a member of XPX South Florida" loading="lazy" 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)

3 weeks ago

August 29th, 2022

South Florida

Business Value Transfer Video

<img width="40" height="40" alt="A.J. Krause of Oberon Securities, LLC is a member of XPX South Florida" loading="lazy" 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 Oberon Securities, LLC is a member of XPX South Florida" loading="lazy" 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 Oberon Securities, LLC is a member of XPX South Florida" loading="lazy" 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 Oberon Securities, LLC is a member of XPX South Florida" loading="lazy" 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)

3 weeks ago

August 28th, 2022

South Florida

Business Value Transfer Video

<img width="40" height="40" alt="A.J. Krause of Oberon Securities, LLC is a member of XPX South Florida" loading="lazy" 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 Oberon Securities, LLC is a member of XPX South Florida" loading="lazy" 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 Oberon Securities, LLC is a member of XPX South Florida" loading="lazy" 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 Oberon Securities, LLC is a member of XPX South Florida" loading="lazy" 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)

4 weeks ago

August 27th, 2022

South Florida

Business Value Transfer Video

<img width="40" height="40" alt="A.J. Krause of Oberon Securities, LLC is a member of XPX South Florida" loading="lazy" 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 Oberon Securities, LLC is a member of XPX South Florida" loading="lazy" 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 Oberon Securities, LLC is a member of XPX South Florida" loading="lazy" 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 Oberon Securities, LLC is a member of XPX South Florida" loading="lazy" 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)

4 weeks ago

August 26th, 2022

South Florida

Business Value Transfer Video

<img width="40" height="40" alt="A.J. Krause of Oberon Securities, LLC is a member of XPX South Florida" loading="lazy" 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 Oberon Securities, LLC is a member of XPX South Florida" loading="lazy" 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 Oberon Securities, LLC is a member of XPX South Florida" loading="lazy" 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 Oberon Securities, LLC is a member of XPX South Florida" loading="lazy" 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)

4 weeks ago

August 25th, 2022

South Florida

Business Value Transfer Video

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…

<img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" 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" 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" 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" 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" 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" 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" 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 month ago

August 15th, 2022

Atlanta

Business Value Transfer Video

<img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" 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" 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" 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" 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" 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" 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" 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 month ago

August 4th, 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" 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" 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" 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" 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" 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" 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" 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

2 months ago

July 14th, 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" />

Video Interview: The Best Tax Mitigation Strategies for Business Owners

Stephen K Davis

3 months ago

June 22nd, 2022

Tri-State

Member News Video

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…

<img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" 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" 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" 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" 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" 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" 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" 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

3 months ago

June 20th, 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" />

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

Stephen K Davis

3 months ago

June 8th, 2022

Tri-State

Member News Video

<img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" 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" 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" 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" 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" 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" 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" 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" />

XPX South Florida Case Study Part 3: Tax and Personal Estate Planning

3 months ago

June 7th, 2022

South Florida

Owner Life & Legacy Video

<img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" 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" 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" 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" 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" 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" 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" 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" />

The Secrets of Negotiating the Definitive Purchase Agreement

4 months ago

May 18th, 2022

Philadelphia

Business Value Transfer Video

<img width="40" height="40" alt="Cheryl Centeno of XPX Global is a member of XPX" loading="lazy" 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" 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" 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" 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" 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" 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" 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" />

Pre-Sale State Income Tax Planning and Other Estate Planning Tax Strategies

4 months ago

May 18th, 2022

New York, Tri-State

Owner Life & Legacy Video

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