I am proud to announce that I recently earned the Certified Exit Planning Advisor (CEPA) designation after completing the Exit Planning Institute’s…
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Program produced by XPX Atlanta and North Fulton Business RadioX. The Exit Exchange Podcast, Episode 1: Interview with Mary Adams…
Feb. 3, 2021
Program produced by XPX New Jersey and XPX New York. Learnings from 2020 and the Pandemic: An XPX Community Sharing…
Jan. 20, 2021
Program produced by XPX Greater Boston. When Advisors Collide Going through a deal is stressful, and business owners rely on their professional…
Jan. 14, 2021
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Date: September 28, 2021 Time: 12 p.m. to 1 p.m. Eastern Daylight Savings Time Questions: Chat Free Ticket Click Here: Scott O’Neil …
Please join us for this first XPX case study of nice monthly sessions in which we will discuss what the…
Sep. 21, 2021
Date: September 24, 2021 Time: 12 p.m. to 1 p.m. Eastern Daylight Savings Time Platform: Zoomcast Questions: Chat Click here for Ticket: Nick Morgan…
While many tax advisors were busy working to wrap up September 15th deadlines on Monday, House Ways & Means Committee…
I am proud to announce that I recently earned the Certified Exit Planning Advisor (CEPA) designation after completing the Exit Planning Institute’s…
Sep. 18, 2021
Why are business owners and their advisors talking about ESOPs? With capital gains taxes on the rise, ESOPs are playing…
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