Program produced by XPX Long Island. XPX long island case study part 5: Defining success- what is it you really…
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Program produced by XPX Maryland. Strategic Workplace Transition: A Psychological and Tactical Perspective Join us for a deep dive into…
Apr. 26, 2021
Program produced by XPX New York. Managing Employee Risk as Your Company Pivots Back from COVID-19 Businesses now face uncertainty…
Apr. 26, 2021
Program produced by XPX San Antonio Growing Pains: Guiding Our Clients Through Common Challenges Arising in Established and Expanding Businesses….
Apr. 19, 2021
Program produced by XPX Long Island. Long Island Case Study Part 4: Operations- Scalable Business Models that Maximize Profits The…
Mar. 23, 2021
Program produced by XPX San Antonio. Start up and growth cycle: top 10 most expensive mistakes in forming and operating…
Mar. 17, 2021
Program produced by XPX New York. Recognizing and Responding to Liquidity Challenges As professionals serving the XPX business community, it…
Feb. 24, 2021
Program produced by XPX San Antonio. Year-end Planning from a Human Resources Perspective Our Speaker: John Seybold – SPHR, SHRM-SCP,…
Dec. 18, 2020
Program produced by XPX Fairfield County and XPX Hartford. XPX CT Virtual Summit Day 2: Business Value Transfer Moderator: Steven…
Aug. 19, 2020
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Date: September 28, 2021 Time: 12 p.m. to 1 p.m. Eastern Daylight Savings Time Questions: Chat Free Ticket Click Here: Scott O’Neil …
Please join us for this first XPX case study of nice monthly sessions in which we will discuss what the…
Sep. 21, 2021
Date: September 24, 2021 Time: 12 p.m. to 1 p.m. Eastern Daylight Savings Time Platform: Zoomcast Questions: Chat Click here for Ticket: Nick Morgan…
While many tax advisors were busy working to wrap up September 15th deadlines on Monday, House Ways & Means Committee…
I am proud to announce that I recently earned the Certified Exit Planning Advisor (CEPA) designation after completing the Exit Planning Institute’s…
Sep. 18, 2021
Why are business owners and their advisors talking about ESOPs? With capital gains taxes on the rise, ESOPs are playing…
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