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By Allan Tepper Companies need about three months to receive a clean opinion for their annual audit. So why does your company need more time? Expending too much time and money on your annual audit is a red flag for the executives involved with corporate governance and financial oversight. New accounting rules and regulatory changes…

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

Program produced by XPX New York. Recognizing and Responding to Liquidity Challenges As professionals serving the XPX business community, it is critical that you are sensitive to the telltale signs of companies in distress. During this event we will present some of the key symptoms and indicators of a company facing operational, financial, and survival…

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

Program produced by XPX Fairfield County and XPX Hartford.  Financial Management in Private and High-growth Organizations and Those Considering Exit Opportunities The heart of XPX is the inter-disciplinary nature of exit planning. As advisors to business owners we understand that it takes a team of experts working together to navigate a successful exit. Working in…

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

Program produced by XPX Philadelphia. Stepping into the Void: Option for Helping Clients Speaker: Laura Queen When was the last time you heard, “I just need a simple agreement; or a quick review of my balance sheet, or 10 minutes of advice on how to address an employee concern?; only to find that – “simple”…

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Xavier Lederer of Ambrose Growth is a member of XPX Hartford

FREE CEO Workshop – How to Build a Culture of Accountability on Tuesday, June 7th at Noon EST on Zoom. By the end of this CEO Workshop you will: Know the three pillars of accountability. Understand how to build a system to hold your team (and yourself) accountable. Have a first draft plan to increase accountability, and…

Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia

Date: May 27, 2022 Start Time: 12 p.m. EST End Time: 1 p.m. EST Question: Chat Zoom Link:  Tracy Enos Unlock the Countless Opportunities for Your Business Publishing on LinkedIn. Brand Your Business, Sell Your Products and Services with Ease, About this event Unlock the Countless Opportunities for Your Business Publishing on LinkedIn. Brand Your Business, Sell Your Products and…

Ricardo (Dick) Albu of Albu Consulting LLC is a member of XPX Fairfield County

Here we go again…supply chain challenges continue to cause shortages driving costs up; tightening labor markets are pushing wages higher; global energy prices are at new highs due to geopolitical disputes; and these external factors threaten to push the economy toward a recession. We are in another challenging business cycle that demands changes to how…

Dan Kaplan of Confident Communicators, LLC is a member of XPX Maryland

A traveler came upon an old woman selling vegetables by the roadside. “Grandmother, what sort of people live in the next town?” asked the stranger. The old woman looked at the traveler. “What were the people like in the town you just came from?” she asked him. “Oh, They were a bad lot. Troublemakers, and…

Cheryl Centeno of XPX Global is a member of XPX

This XPX New York program discusses savings vehicles and gift giving strategies to reduce state income tax burdens including: i) Non-Grantor Incomplete Gift Trusts, ii) Spousal Lifetime Access Trusts, iii) Business Interest Discounts, and much more. Our Speaker: Steven HoltPartnerMandelbaum Barrett Steven A. Holt is Chair of the Firm’s Taxation, Trusts and Estates and Charitable…

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