Program produced by XPX Tri-State. The Exit Planning Exchange (“XPX”) Tri-State – covering New York (New York City & Long Island), Connecticut (Fairfield & Hartford), and New Jersey – is holding a regional virtual event from 4-6PM on Wednesday, March 16, 2022 to examine the three main aspects that influence a deal – business environment,…
Filing taxes can be complicated and burdensome. There may come a time when what was once a plain vanilla tax return becomes too complex to file on your own or even for your current tax preparer. Sophisticated tax advisors can be crucial in assisting with complicated tax planning and compliance issues. Engaging a sophisticated tax…
Join new members for a panel discussion on Covid’s impact and networking time.
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:…
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…
These plugins will allow our website visitor or guest to post or upload content from the fronted Using frontend post Plugin. In these cases, you don’t have to update the content, again and again, the guests can easily update the content by using a frontend editor. Now you need one guy to review that content…
When do I start my exit planning and how much is my company worth? We have gotten these questions for decades, especially from Baby Boomers. Sometimes it comes across casually: “So what do you think, should I start my exit plan 2 years ahead, maybe 3 years ahead?” They often ask knowing the answer. They are trying…
When a valuable employee tells you that they’ve received a job offer from another company, making a counteroffer may seem like a no-brainer. But before you do, consider these potential downsides. If you are throwing money at jobs, think twice. Owners that have not paid attention to employee compensation on an annual basis will now…
By Tom Aiken While more companies transact and store their business off premises, SaaS companies have seen a run up in their valuations. Since 2015, the SaaS market continues to grow—18% annually—while 99% of organizations are using at least one cloud solution to drive demand. From an investor perspective, SaaS companies provide a dependable revenue…
Coming up on mid-year, you might be reflecting on the first half and are either looking to course correct or finish strong. What are you going to start doing, stop doing, and keep doing? One of the ways to determine this is to look at the key metrics of your business and see if you’re on…
Many business owners wonder, “What will I do after I sell my business?” While most envision travel, or golf, etc., many fail to understand that they will likely have to stay on board for months or even a couple years to transition the business to the new owners. This period can be hard for many…
© 2022 XPX Global LLC. Privacy Policy Norms & Principles Site Map Terms of Use
© 2022 XPX Global LLC. All Rights Reserved.
