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Cheryl Centeno of XPX Global is a member of XPX

Bobby Kingsbury will share thoughts surrounding include private equity group (PEG) structure for leveraged buyouts, how PEGs select investments, how they value businesses, the LBO model, and what MCM calls, “Three Legs to a Stool”: understanding the company -business model, how they make money, growth opportunities, risks & weaknesses understanding management — culture, “the bench”,…

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)…

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

Live Oak Bank is the #1 SBA Lender in the Nation.  We provide M&A financing as well as owner occupied commercial real estate loans with attractive terms.  Please contact me to discuss specific financing needs.   Thanks, Michelle Orr Vice President, Sr. Loan Officer 203-461-5097 sba_general_mergers_acquisition_brochure_orr sba_general_commercial_real_estate_brochure

Cheryl Centeno of XPX Global is a member of XPX

Perhaps no “market” has been more active in the last couple of years than Special Purpose Acquisition Corporations better known as SPAC’s. In the first quarter of 2021 alone, close to $30 Billion made its way into the public market through SPAC’s. Since then, the market has cooled a bit, but it is still considered…

Cheryl Centeno of XPX Global is a member of XPX

The business community was dealt unprecedented challenges brought on by the pandemic, creating massive disruptions in everything from supply chains, to employment, technology and valuations. Join us as we hear from local experts on the M&A outlook for the rest of the year and into 2022. Meet Our Speakers: Deborah Agrafojo M&A AdvisorTouchstone Advisors Deborah…

Kenneth Marks of High Rock Partners, Inc. is a member of XPX Triangle

We want your perspective as someone involved in middle market M&A!  I’m the lead author of the Middle Market M&A handbook that you may have received or read about as part of the Certified M&A Advisor (CM&AA) program. Chris Blees, Mike Nall, Tom Stewart and I are working on a 2nd Edition; we are adding…

Aug. 30, 2021
Mikal Schalk of Wood Stone & Ivy is a member of XPX Tri-State
XPX Content

Program produced by XPX Fairfield County and XPX Hartford. Fine Print: The Deal’s Not Done Until the Paperwork is Signed The LOI and Asset/Stock Purchase Agreement is a critical step in the M&A process. Negotiating these agreements takes experience and skills to properly protect the client. All of this must take place before the deal…

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

Program produced by XPX Chicago. The M&A Market: A look forward and a Look Back Results from 2020 and Expectations for 2021 for Lower Middle Market M&A activity. Our Speaker: John Weber,  Vice President – Water Street Advisors John B. Weber is Vice President of Water Street Advisors, a boutique investment banking firm engaged by privately…

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

Program produced by XPX DC Metro. The State of Exit Planning in 2021 Despite the challenges and turbulence of 2020, the Exit Planning/M&A market has remained very active. Some industries have been significantly affected, while others have remained virtually untouched. In many cases, we have had to adjust our business practices, while still relying on…

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

Program produced by XPX New York. What does Covid-19 Mean for Valuation in your Community Heading into 2021? Using data from multiple resources, our guest speaker, Sean Hutchinson, addresses the potential for one of the biggest economic disruptions in history and makes the case that cities are standing on what he refer to as a…

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

Program produced by XPX Tri-State. Post-Election Analysis XPX Tri-State – covering New York (New York City & Long Island), Connecticut (Fairfield & Hartford), and New Jersey – meeting with core coverage areas including: The state of the economy and business environment, nationally and regionally. Wealth planning, the corresponding tax implications and how the specific factors play into the merger…

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…

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

Program produced by XPX Greater Boston (formerly XPX New England). Alternatives to M&A Recaps, Generational Transfers, ESOPs, Targeting a Single-Buyer & More The status of the M&A market has become uncertain for a number of industries for a number of reasons. Business owners planning a traditional exit event may not find the market they were…

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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…

Cheryl Centeno of XPX Global is a member of XPX

We continue to follow the story of the Resnicks and SMS Manufacturing. So now we have the opportunity to help the Resnicks realistically evaluate the value of their business. We will approach the case study from the point of view of a trusted advisor and how we communicate the positives and negatives to business owners….

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