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Susan Rosner of Calder Associates is a member of XPX Philadelphia
Calder Associates 3 weeks ago

As of this month, I have been selling businesses for 20 years. In that time, I have learned quite a bit about selling mid-market privately held companies up to $100M in revenue. Sharing everything I have learned would be a book, not an email😊 Here are some key lessons on my mind today. 1. Every business…

Cheryl Centeno of XPX Global is a member of XPX
XPX Global 4 months ago

Program produced by XPX South Florida. Join XPX South Florida for the fourth installment of our 2022 exciting, in-depth seven-part “Lunch and Learn” series, where our Chapter’s professional advisers will discuss the exit planning strategies to be employed by a model middle market software development company with $50 million in annual revenues. In this fourth…

Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State
Safe Harbor Asset Management 5 months ago

As a business owner, you’ve spent years building and ensuring your company’s success.  For most, it came at the cost of sacrificing time away from family, experiencing financial burdens to cover operations, and enduring the emotional toll it takes is dedication. Given what it took, it must hurt when you find out you have a…

Craig Decker of Alex. Brown is a member of XPX Maryland
Alex. Brown 7 months ago

  April 11, 2022                                                                             FOR IMMEDIATE RELEASE Media Contact: Craig Decker, 410.525.6208 XPX MARYLAND MEMBER CRAIG DECKER NAMED TO FORBES’ LIST OF BEST-IN-STATE WEALTH ADVISORS  Annapolis, MD – Craig Decker, Managing Director, of Alex. Brown/Decker Global Wealth Group located at 2077 Somerville Road, Suite 320, Annapolis, Maryland 21401 was among the Raymond…

Diana Murphy of Diana Murphy Coaching, LLC is a member of XPX Atlanta
Diana Murphy Coaching, LLC 9 months ago

As advisors we bring many skills to the table, one of them being the calmest one in the room. But how do you cultivate and maintain calm when the stakes are extremely high and our clients are having a difficult time emotionally.   Here are some quick reminders that can support you in the toughest of…

Cheryl Centeno of XPX Global is a member of XPX
XPX Global 9 months ago

Program produced by XPX Philadelphia. The mission of XPX is to collaborate to help our private company clients build business value, transfer ownership, and create a legacy of success in their lives and their communities. This collaboration is more critical than ever as we navigate through a business environment impacted by a myriad of issues…

Michelle Orr of Live Oak Bank is a member of XPX Connecticut,Fairfield County,Hartford
Live Oak Bank 10 months ago

Three Keys to Succession Planning for a Family-Owned Business Written by Live Oak Bank We strongly believe in the power of succession planning for any small business, but it’s especially important if the entity is family-owned. When multiple generations are involved in the business, there is an added layer of emotional stress that can sometimes…

Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Rutherford Advisors, Inc. 1 year ago

Conducting an executive search for a CEO for a closely held or family-owned company where the owner(s) don’t have a successor-candidate already working for the company can contribute to challenges for any search consultant no matter how qualified.transition One of the principal challenges involves a discussion on owner(s) transitions. It’s understandable for an owner to…

Angela Rehkop of Financial Care Providers is a member of XPX Atlanta
Financial Care Providers 1 year ago

2021 Five Star Wealth Manager Program I credit 10 years of Five Star Wealth Manager Awards to my loyal clients and my dedicated business colleagues.  Your continued business and considerate referrals have allowed me to provide the highest quality financial planning experience and tend to the wealth and well-being of my clients. Would you like…

Exit Planning Exchange 1 year ago

Program produced by  XPX Long Island. Case Study Session 2  In our second case study discussion we will have a live owner-engagement session with Dr. Matthew Kerzner, Director of EisnerAmper’s Center for Family Business Excellence. Matthew will walk us through navigating how emotions can be removed before they takeover so management can succeed into and…

Exit Planning Exchange 2 years ago

Program produced by XPX Maryland. Navigating Maryland’s Business Climate Please join us as Duane Carey, President of Maryland Free, provides a no-holds-barred view of Maryland politics and discusses business-related bills that passed the 2020 Session of the Maryland General Assembly. Duane will outline how these bills will impact business in Maryland now and in the…


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Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia
Stress Free Family Business 3 days ago

Learn How to Maximize Performance from Navy SEAL Rich Diviney author “The Attributes: 25 Hidden Drivers of Optimal Performance” click here to meet and speak with the author:

Cheryl Centeno of XPX Global is a member of XPX
XPX Global 1 week ago

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…

Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia
Stress Free Family Business 1 week ago

Date: December 2, 2022 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Click Here to Get a Free Ticket: Peter Desberg and Jeffey Davis A clinical psychologist and writer/producer share secrets to overcoming presentation anxiety and crafting the perfect “award-winning” pitch – no matter what industry you work in! From impromptu elevator pitches to…


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