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Ken Nixon of Expense Reduction Analysts is a member of XPX Tri-State

Expense Reduction Analysts is pleased to announce that the whitepaper, entitled “Driving Enterprise Value Through Cost Management” has officially launched today. Please click on the link below to receive a copy of the report. https://bit.ly/Driving_Enterprise_Value       CFO-ERA-Whitepaper_Driving-Enterprise-Value_Pages_vF

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…

Bill McDermott of The Profitability Coach is a member of XPX Atlanta

Cash is like oxygen to a business owner. It’s necessary. The struggle comes when business owners get confused and frustrated trying to manage the cash flow of their business. It shouldn’t be so hard to predict cash collections and then match expenses against that. But when growth happens, receivables go up and cash goes down because revenue lags…

Gershon Morgulis of Imperial Advisory - Outsourced CFOs and Advisors is a member of XPX Long Island

Happy to announce that Imperial Advisory has been named Best Business Consultant by Long Island Business News! Thank you to everyone that voted for us. Proud to have been a part of this amazing achievement that was made possible by the great team of Fractional CFOs that we have. If you or anyone you know…

Aug. 23, 2021
Michelle Orr of Live Oak Bank is a member of XPX Connecticut

Live Oak Bank’s Deal of the Week! Recently Closed Business Acquisition: Steel Truss Fabricator $5,000,000 SBA 7(a) Loan + $4,185,000 Pari Passu Loan Call me today; I’m ready to help! 203-461-5097

Aug. 23, 2021
Mikal Schalk of Wood Stone & Ivy is a member of XPX Tri-State
XPX Content

Program produced by XPX Long Island. Long Island Case Study Part 6: Financing Growth and Liquidity his discussion will focus on third-party capital options for Companies exploring liquidity or growth capital. Our panel of experts (Private Equity and Lenders) will focus on what steps a business should—and should not—take to prepare for and attract lending…

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

Program produced by XPX New England. Impact of Proposed Tax Increases on Business Owners:  What All Owners Need to Know Three panelists and moderator, Greg Rush discuss proposed increases and examples of how they impact an owner. Moderator: Greg R. Rush Partner Dunn Rush & Co. LLC Greg Rush is a co-founder of Dunn Rush…

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 Philadelphia. Let’s Get Creative: Options for Financing Deals Between $5-$10M Solutions for funding deals between $5M to $8M are few and far between. These deals exceed the $5M cap for SBA financing and often exceed the maximum amount for a non-collateralized loan. To get a deal done, an acquirer needs more…

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

Program produced by XPX Maryland.  2021 Economic Outlook Please join us as Leo Kelly, CEO of Verdence Capital Advisors, discusses the Economic Outlook for 2021 and beyond. With the election behind us and the introduction of COVID-19 vaccines, Leo offers insight into this highly dynamic, nontraditional and politically uncertain environment. Our Speaker: Leo Kelly, Founder…

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

Program produced by XPX San Antonio. Year-end Planning from a Tax Perspective Our Speaker: Kimberly C. Ford – President, theKFORDgroup Kimberly C. Ford is president of theKFORDgroup, a leading CPA firm. She has served as a leading tax expert for more than 30 years. Her areas of specialty include tax, accounting, financial and estate planning….

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

Program produced by XPX Long Island. It’s Back! A Long Island Case Study for 2020-2021 As you know by now, XPX is a multi-disciplinary community of professional advisors who work collaboratively to help owners build valuable businesses and assist them in preparing and executing a successful transition. As an association of seasoned advisory professionals for…

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

Program produced by XPX Fairfield County and XPX Hartford.  Financial Management in Private and High-growth Organizations and Those Considering Exit Opportunities The heart of XPX is the inter-disciplinary nature of exit planning. As advisors to business owners we understand that it takes a team of experts working together to navigate a successful exit. Working in…

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

Program produced by XPX New Jersey. The Election and the M&A Market  The New Jersey chapter is excited to continue our programming year with another thoughtful and insightful meeting. Our chapter is growing and welcoming professional advisors who help business owners plan for a successful exit. As we continue to examine many of the different…

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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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