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The commercial real estate market has never been this hot. Consider a sale leaseback instead of hoping that the business buyer wants to own a building too. I can’t count the number of times I have been called in with 24-72 hours left to close to “clean up” the real estate aspects of a transaction….

Cheryl Centeno of XPX Global is a member of XPX

Perhaps no “market” has been more active in the last couple of years than Special Purpose Acquisition Corporations better known as SPAC’s. In the first quarter of 2021 alone, close to $30 Billion made its way into the public market through SPAC’s. Since then, the market has cooled a bit, but it is still considered…

Cheryl Centeno of XPX Global is a member of XPX

There are potential changes to the tax code on the horizon. This lunch and learn will address certain tax planning strategies that we should be considering for our respective clients. With year-end approaching, what actions should we be taking now? We are excited to have tax professionals from KRD CPAs and Sassetti leading the discussion…

Cheryl Centeno of XPX Global is a member of XPX

Is inflation on the horizon? Are there any red flags in the economy? How does this impact our clients’ businesses? Join us on October 1st and hear first hand from a senior investment strategist who worked at the Federal Reserve Bank of New York. Roosevelt Bowman with Bernstein Private Wealth Management helps business owners across…

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

Program produced by XPX Maryland. Understanding New Tax Laws: What Do they mean for business owners Ed Kidner, Attorney at Davis, Agnor, Rapaport & Skalny, helps us traverse new Tax Reform legislation and understand how the new laws will impact business owners. Our Speaker: Ed Kidner, Attorney at Davis, Agnor, Rapaport & Skalny, LLC Ed…

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

Program produced by XPX New York. Quality of earnings: why needed, best practices and stories from the experts Two panelists from leading accounting firms with deep experience in conducting Quality of Earnings work will address the fundamentals of QoE, why it is important for both sellers and buyers, and share some interesting stories derived from…

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

Program produced by XPX Chicago. The M&A Market: A look forward and a Look Back Results from 2020 and Expectations for 2021 for Lower Middle Market M&A activity. Our Speaker: John Weber,  Vice President – Water Street Advisors John B. Weber is Vice President of Water Street Advisors, a boutique investment banking firm engaged by privately…

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

Date: January 28, 2022 Platform: Zoom Start Time: 12 p.m. End Time: 1 p.m. Questions: Chat Click Ticket: Jim McKelvey From the cofounder of Square, an inspiring and entertaining account of what it means to be a true entrepreneur and what it takes to build a resilient, world-changing company In 2009, a St. Louis glassblowing artist and recovering computer scientist named…

Jan. 24, 2022
Angela Rehkop of Financial Care Providers is a member of XPX Atlanta

InsuranceNewsNet.com January 21,2022 More Than Writing A Check Sometimes the road to philanthropy begins with a simple phone call. For Angie Rehkop, founder of Financial Care Providers in Atlanta, the giving journey began when a friend asked her to go horseback riding. The request was for adult volunteers to accompany children who were patients at…

Jan. 23, 2022
Paul Cronin of SuccessionMatching, Ltd. is a member of XPX Greater Boston

I was speaking with an advisor to business owners recently about my client screening process for selling a business. I said that to deliver the best result, I ask business owners to write down three sets of goals. The reason is that many, if not, most owners only think of the business sale (the transaction)…

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