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How planning helped (or didn’t) in making for a successful exit. How advisors helped (or didn’t) in producing a better result. The three things I wish someone had told me before I sold my business. What I would do differently. Is there life after sale? The hardest part of selling your business. Our Panel: Dan…
“If only your doctors practiced XPX Collaboration.” What does a real, collaborative, multi-advisor value-building project look like? In this 2nd conversation, get the in-depth story and play-by-play of a dynamic, complex value-building project from both the owner perspective and their multi-advisor team. An advisory team of a dozen professionals – and growing. How the heck…
Program Speakers: Bobby Hines, former President of Eldridge Electric Moderators: Tim Geppert, (Vaco) and Steven Bankler, (Bankler CPA, Ltd.)
Recently, XPX San Antonio hosted their 4th annual Business Owner and Advisor Summit on October 12th. The program featured a number of panelists covering several exit planning topics. San Antonio Business Journal included a fantastic insert in their recent issue. View the insert here. Thank you to all of our XPX leaders involved in planning…
What does a real, collaborative, multi-advisor value-building project look like? Get the in-depth story and play-by-play of a dynamic, complex value-building project from both the owner perspective and their multi-advisor team. An in-depth panel discussion and Q&A with Owners and their XPX Advisory Team A 2-part series: October 12th and November 9th What’s the owner…
Learn the secrets of Your Exit Map: Navigating the Boomer Bust, John Dini’s best-selling book on profitable exit strategies. Monthly educational program. Mary Norton at Vestra Wealth Planners and Principal Financial are the venue hosts. Our Speaker: John F DiniCMBA, CExP, CEPAMPN Incorporated John F. Dini is a consultant and coach business owners, CEOs and…
I am proud to announce that I recently earned the Certified Exit Planning Advisor (CEPA) designation after completing the Exit Planning Institute’s intensive 5-day program. I join an elite group of business advisors who have received this designation and am a part of the Exit Planning Institute’s international community of CEPAs. The CEPA program is the most widely accepted…
Program produced by XPX Atlanta and North Fulton Business RadioX. The Exit Exchange Podcast, Episode 1: Interview with Mary Adams on North Fulton Business Radiox
Learnings from 2020 & the Pandemic: An XPX Community Sharing of Takeaways XPX meeting attendees are an extraordinary, knowledgeable, and varied group of individuals that come from a diverse professional community. All weathered a challenging year in 2020. Our goal for this meeting, that kicks off the 2021 calendar year, is to accomplish two things:…
Jan. 20, 2021
When Advisors Collide Going through a deal is stressful, and business owners rely on their professional teams to navigate the process. But what happens when those advisors don’t see eye-to-eye? Join our next panel event, “When Advisors Collide” for an interactive discussion on what to do when your clients are receiving conflicting guidance, complete with…
Program produced by XPX South Florida. Fireside Chat with TWO Seasoned Business Owners and Their Exit Experiences The new XPX South Florida Chapter is excited to present a Fireside Chat with three seasoned business owners who will reflect upon their experiences exiting their well-established businesses and share the triumphs and pitfalls of their actual exits. The event’s…
Program produced by XPX Fairfield County. Where Are We Now? Advising Clients in the “New Normal” It’s been over six months since the world abruptly pivoted to a virtual reality, and we are unlikely to return to normal for many months. Now is a time to reassess and reevaluate. Who is buying? What is trending…
Three Things Advisors Should Know About Valuations Speaker: Greg Caruso, member of XPX Maryland Moderator: Mary Adams, Executive Director XPX Global
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Owners always want to know what their business is worth, and determining that value depends on a multitude of factors. Join us on Friday, January 21 for a joint meeting between XPX Fairfield and Hartford on what impacts valuation. We will be joined by Nathan Klatt (Managing Director, Rockport Investment Partners) and John DelGrego (Managing Director, Marcum…
Join us on Wednesday, February 9 from 10-10:45am for our next free, virtual edition of our Scaling Skills Speaker Series when Jennifer Montellanico, a seasoned Business Performance Advisor with Insperity, will be talking with us about current strategies to attract and retain top talent. Please feel free to invite others, and we look forward to…
Join new members for a panel discussion on Covid’s impact and networking time.
We, in the tax profession, tend to use acronyms and terms that aren’t always well-known by the masses, and “Carried Interest” is one of those terms. The concept is simple enough; however, its application and incorporation into a strategic tax plan can be quite complex, especially with recent changes in the law. Today, we’ll provide…
Last month, in part 1 of this blog series, we discussed why members of the B2B community need to focus on and embrace an online review strategy for their companies. We also identified some review sites that B2B consumers tend to trust and industry-specific review sites that B2B organizations need to begin using to establish their…
Every business owner wants to have the business of their dreams with lots of cash flow and profitability. However, not every business owner knows what levers to pull in their business to make that happen. Many will say, “I’m not good at managing finances” or “I might fail at managing the finances of my business, so I’m…
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