Buy side/Acquisitions

Past Archives
What's New

All The Latest News

Cheryl Centeno of XPX Global is a member of XPX

Bobby Kingsbury will share thoughts surrounding include private equity group (PEG) structure for leveraged buyouts, how PEGs select investments, how they value businesses, the LBO model, and what MCM calls, “Three Legs to a Stool”: understanding the company -business model, how they make money, growth opportunities, risks & weaknesses understanding management — culture, “the bench”,…

Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta

When Jayson Waller says he’s fully invested in his solar company, Powerhome, he means it. In 2017, when the business was running low on capital, he downsized to a smaller home and invested the profits into the company.  A few months later, Waller partnered with Trivest Partners, which bought a 25% stake in Powerhome for $15 million.  Trivest…

Nov. 29, 2021
Mikal Schalk of Wood Stone & Ivy is a member of XPX Tri-State
XPX Content

Welcome & Intro To The Why & What of Exit Planning Join us for this virtual educational event. We will cover: An overview of the stages and tracks that comprise effective exit planning. Why is comprehensive exit planning important to achieving optimal outcomes for owners and their business? Introduction to the ‘XPX Way’ of collaboration…

Mikal Schalk of Wood Stone & Ivy is a member of XPX Tri-State
XPX Content

Program produced by XPX South Florida. Is Now the time to sell? Is the Market Strong? This panel discussion will feature experts that can discuss the state of the market, valuations, what buyers are looking for, and what sellers should consider before they sell. The time between 5:30pm and 6:00pm will be used for breakout sessions…

Mikal Schalk of Wood Stone & Ivy is a member of XPX Tri-State
XPX Content

Program produced by XPX Long Island. 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…


What's Trending

Cheryl Centeno of XPX Global is a member of XPX

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…

TERRY "Doc" DOCKERY of The Resolve Firm is a member of XPX Atlanta

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…

Diane DeCesare of Drucker & Scaccetti is a member of XPX Philadelphia

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…

Bill McDermott of The Profitability Coach is a member of XPX Atlanta

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…


Explore the Knowledge Exchange