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

With the supply chain and labor shortages caused by the pandemic, the blockage of the Suez Canal (remember that?), and the ongoing war between Russia and Ukraine, prices have gone through the roof. And while the Fed may claim some of it is transitory, many of us know exactly what it is: Inflation! But what…

Dominick Wallace of Wallace Capital Funding, LLC is a member of XPX Atlanta

Wallace Capital Funding, LLC’s Business Funding Analysis gives undercapitalized businesses a chance for success What’s one thing you like to do backwards? Maybe it’s putting your socks on first or eating dessert before dinner. Well, for one Wallace Capital Funding, LLC client, doing things backwards almost led their company to bankruptcy. An hour before their…

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 - Fractional 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…

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

XPX Content of Exit Planning Exchange is a member of XPX
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…

XPX Content of Exit Planning Exchange is a member of XPX
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…

XPX Content of Exit Planning Exchange is a member of XPX
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…

XPX Content of Exit Planning Exchange is a member of XPX
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…

XPX Content of Exit Planning Exchange is a member of XPX
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…

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David Shavzin of The Value Track is a member of XPX Atlanta

When do I start my exit planning and how much is my company worth? We have gotten these questions for decades, especially from Baby Boomers. Sometimes it comes across casually: “So what do you think, should I start my exit plan 2 years ahead, maybe 3 years ahead?” They often ask knowing the answer. They are trying…

Maria Forbes of FIREPOWER Business Catalyst, LLC. is a member of XPX Atlanta

When a valuable employee tells you that they’ve received a job offer from another company, making a counteroffer may seem like a no-brainer.  But before you do, consider these potential downsides. If you are throwing money at jobs, think twice. Owners that have not paid attention to employee compensation on an annual basis will now…

By Tom Aiken While more companies transact and store their business off premises, SaaS companies have seen a run up in their valuations. Since 2015, the SaaS market continues to grow—18% annually—while 99% of organizations are using at least one cloud solution to drive demand. From an investor perspective, SaaS companies provide a dependable revenue…

Paul Cronin of True North Advisors Group, LLC is a member of XPX Greater Boston

Many business owners wonder, “What will I do after I sell my business?” While most envision travel, or golf, etc., many fail to understand that they will likely have to stay on board for months or even a couple years to transition the business to the new owners. This period can be hard for many…

Maria Forbes of FIREPOWER Business Catalyst, LLC. is a member of XPX Atlanta

What is a Unique Contributor?  Employers that are committed to engaging the reliable strengths of their teams cultivate what we call a Unique Contributor business model. These employers have a direct line of sight to their best competitive advantage, their secret weapon to ongoing growth, their talent base. What about you? Knowledge of your true…

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