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Michelle Orr of Live Oak Bank is a member of XPX Connecticut

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

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

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…

Oct. 21, 2021
Mikal Schalk of Wood Stone & Ivy is a member of XPX Tri-State
XPX Content

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…

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

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

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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