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Cheryl Centeno of XPX Global is a member of XPX

As exit advisors, we all know that the value of a business is very dependent on the team the owner has developed. Can “Diversity, Equity and Inclusion” (DEI) initiatives and programs help improve a business owner’s team? Join us for our virtual January meeting where we will have an engaging, collaborative XPX-style discussion of this…

Jan. 14, 2022
Mikal Schalk of Wood Stone & Ivy is a member of XPX Tri-State
XPX Content

Program produced by XPX Atlanta. Seeking Capital: Debt and Equity Options  An XPX Atlanta panel on Seeking Capital in a post-Covid environment. There’s no question that the cost, amount and availability of debt & equity have changed in 2020. Moderated by @Bob Tankesley, join panelists @Jason Sleeman, @Phillip Williams and @Jamie Elias for fascinating perspectives…

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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…

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