Case study

Program produced by XPX South Florida. This is XPX South Florida’s final installment of a six-part “Lunch and Learn” series where they explore the exit planning strategies to be employed by a middle market company from the attorney’s perspective. Featured are three seasoned attorneys from South Florida who describe the various obstacles they have overcome…

Program produced by XPX South Florida. This is the second installment of our 2022 in-depth seven-part “Lunch and Learn” series, where our Chapter’s professional advisers discuss the exit planning strategies to be employed by a middle market software development company with $50 million in annual revenues. In this second session, we focus on calculation and enhancement of…

Program produced by XPX Philadelphia. In this program we continue to explore the journey to exit of a $40M, privately held, family-owned Manufacturing Company. This next session is designed to share knowledge, build relationship within XPX Philadelphia and learn from our shared values and experience. In this next session we will explore the exit from…

This event will focus on Early Personal Wealth Planning for the principal owners. Specifically focusing on Goal Setting & identification of any Wealth/ Valuation Gap. Process steps covered: Discovery Wealth Planning Business Information Business Valuation CLICK HERE TO DOWNLOAD THE CASE STUDY FOR THE EVENT. Meet our Speakers: Jim Benedict, CPA, CFP®, CEPA®SVP – Senior…

Please join us for this first XPX case study of nice monthly sessions in which we will discuss what the owners of a $40M, privately held, family owned Manufacturing company have to consider as they think about building value, transferring ownership and creating a legacy for their family, employees, customers and community. Click here to…

Program produced by XPX Triangle. Case Study: Negotiating Strategies- How Can I Get What I Want and Need? Join us for a very special session featuring experienced negotiator and Triangle XPX member Diego Munoz. Not only does Diego lend his master negation skills to his clients at KW Commercial on, he also shares his expertise…

Program produced by XPX Atlanta. Getting the Launch Codes Join us for the next chapter of our business owner’s journey towards a successful exit. The advisory team is being assembled, but where’s the “road map” for the trek ahead? Hear from experts on how an appropriately crafted baseline business review can provide the “launch codes”…

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  In our last article about life after the sale we discussed identity. Even when business owners are comfortable with who they are, however, there is still the nuts and bolts issue of activity. A business owner spends 20, 30, or (not uncommonly with Boomers,) 40 years focused on running a business. Unless they’ve built a substantial…

Work from anywhere has been a necessity, an epithet, an obstacle, and an opportunity over the last 3 years. To paraphrase Aristotle’s axiom about Nature (“Horror Vacui”), business abhors a vacuum. Where one occurs, it is quickly filled. Work from anywhere started as a COVID-induced necessity. During the lockdowns of 2020-2021 (and longer in some…

The Annual Government Contractor Awards celebrate Small Emerging Contractors Advisory Forum (SECAF) members and other government contracting organizations that have demonstrated a commitment to industry excellence. Award categories showcase companies of all sizes, plus key projects and outstanding executives. Your clients and exit prospects  in the GovCon industry can benefit from the exposure that comes…

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