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

For more information and resources, check out our Advisor Resources section. The video for this webinar is below. Corporate value growth is a key metric of success for all companies. Measuring and driving this growth holds numerous unique challenges for privately-held companies, especially in the lower middle market. Fortunately, there are resources available to assist with that…

Sep. 4, 2021

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

Corporate value growth is a key metric of success for all companies. Measuring and driving this growth holds numerous unique challenges for privately-held companies, especially in the lower middle market. Fortunately, there are resources available to assist with that process. In this article, we’ll share some of our community’s recommendations of books and methodologies for…

Sep. 4, 2021

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

Corporate value growth is a key metric of success for all companies. Measuring and driving this growth holds numerous unique challenges for privately-held companies, especially in the lower middle market. Fortunately, there are resources available to assist with that process. In this article, we’ll focus on the consultant’s role in educating the client on the…

Sep. 4, 2021

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

Corporate value growth is a key metric of success for all companies. Measuring and driving this growth holds numerous unique challenges for privately-held companies, especially in the lower middle market. Fortunately, there are resources available to assist with that process. In this article, we’ll focus on four midrange online platforms used by the XPX members…

Oct. 6, 2020

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

It’s an indication of the maturity of the exit planning movement that there are now multiple options for certifications in exit planning and related disciplines. In this post, we’ll provide a view of the landscape plus share some of our long-time XPX members’ experiences with exit planning certifications.The Exit Planning Exchange (XPX) is an association…

Jul. 16, 2020

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

Exit planning is an important part of every private company advisor’s practice. You can benefit from joining a good network. But what should you look for? This webinar will provide you with 10 question to ask about the organizations, their programming and business model. The goal is to help you find the right fit for…

Sep. 30, 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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