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

COVID-19 has affected us all. As XPX members, we are in an unprecedented position of having to deal with the challenges ourselves, while advising business owners who are forced to take extreme and unwanted steps with their businesses.We recently held a program on the topic of Challenging Conversations featuring guest speakers Susan Vogel, a business consultant and change…

Sep. 4, 2021

Kenneth Marks of High Rock Partners, Inc. is a member of XPX Triangle

We want your perspective as someone involved in middle market M&A!  I’m the lead author of the Middle Market M&A handbook that you may have received or read about as part of the Certified M&A Advisor (CM&AA) program. Chris Blees, Mike Nall, Tom Stewart and I are working on a 2nd Edition; we are adding…

Aug. 30, 2021

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

Rainmaking and Growing business using zoom Have you been using online technology to the fullest extent to develop your business? Are you doing enough networking to generate results? Are you structuring the appropriate follow-up conversations? Online networking has accelerated throughout Covid and the ease of contact and content development means it’s here to stay. Learn…

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

Watch this discussion of the role of an exit planning advisor. While we started out talking about quarterbacks, we extended the analogy to architects and more. This program includes a robust discussion among senior advisors in attendance.  The full video is available to your right. The slides with references are here.

Feb. 13, 2020

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

Advisory Services Risk Management – Advisor Stories In this interactive session, advisors in the lower middle market talk candidly about how they manage risk in their own practice. Topics include:  Education/Risk Planning Engagement scoping Proposals/Contracts Practices/Processes Insurance Watch the video to hear their stories and advice!

Nov. 18, 2019

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

Our first principle at XPX is to “work collaboratively.” We talk about it as if it’s obvious, but it is a fundamental challenge that we all face in our work. During this webinar with our members, we discussed different types of collaboration, best practices for building a collaborative network, and ways to overcome the associated challenges. We…

Oct. 17, 2019

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

7 Things Every Advisor Should Know The lower middle market (LMM) is a distinct market segment with unique characteristics. But it’s not that well understood and this lack of understanding means that companies in this segment often don’t get the level of attention and help they need. There are a lot of owners and managers of…

Jun. 28, 2019

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

10 Lessons From 10 Years in 10 Markets   1. RIGHT INTENTION The first lesson is completely counter-intuitive: You can’t build a network for business if your only intention is just to get new business. It’s counterintuitive because a business network should, by definition, help your business. While that has to be part of what…

May. 23, 2019

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Cheryl Centeno of XPX Global is a member of XPX

There are potential changes to the tax code on the horizon. This lunch and learn will address certain tax planning strategies that we should be considering for our respective clients. With year-end approaching, what actions should we be taking now? We are excited to have tax professionals from KRD CPAs and Sassetti leading the discussion…

Cheryl Centeno of XPX Global is a member of XPX

When companies start the exit process, people inside and outside the company can get worried about their jobs and their futures. Join us as XPX members Erin Spencer and Alicia Parr show us how building trust among team members helps make the exit process more productive and profitable for all. Our Speakers: Erin SpencerFounderEdgeBrook Lane…

Angela Rehkop of Financial Care Providers is a member of XPX Atlanta

2021 Five Star Wealth Manager Program I credit 10 years of Five Star Wealth Manager Awards to my loyal clients and my dedicated business colleagues.  Your continued business and considerate referrals have allowed me to provide the highest quality financial planning experience and tend to the wealth and well-being of my clients. Would you like…

Oct. 21, 2021

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