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Adam Brier of USI Insurance is a member of XPX Long Island

USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. Headquartered in Valhalla, New York, USI connects together over 8,000 industry leading professionals across approximately 200 offices…

Jan. 11, 2022
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta

When Jayson Waller says he’s fully invested in his solar company, Powerhome, he means it. In 2017, when the business was running low on capital, he downsized to a smaller home and invested the profits into the company.  A few months later, Waller partnered with Trivest Partners, which bought a 25% stake in Powerhome for $15 million.  Trivest…

Nov. 29, 2021


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Jeffrey Hogue of UBS Financial Services Inc. is a member of XPX South Florida

The foundation of our practice has always been centered around four guiding principles: access, advice, guidance and service. Today we are excited to announce our expanded team, SageView Partners. Our partnership will not only enhance our resources, but also enrich the experience we offer our clients every day. We are confident our new collaboration will help…

The commercial real estate market has never been this hot. Consider a sale leaseback instead of hoping that the business buyer wants to own a building too. I can’t count the number of times I have been called in with 24-72 hours left to close to “clean up” the real estate aspects of a transaction….

Adam Brier of USI Insurance is a member of XPX Long Island

Embracing DEI as Part of Your Recruitment/Retention Strategy More employers have come to embrace diversity, equity and inclusion (DEI) initiatives as a way to improve workplace culture and demonstrate they value their employees as people, not just workers. Harvard Business Review found that 65% of U.S. executives say DEI is a high strategic priority, and…

Jan. 18, 2022
Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia

    Date: January 21, 2022 Time: 12 p.m. to 1 p.m. Eastern Daylight Savings Time Platform: Zoom Questions: Chat Click Here for Free Ticket: Debrorah Westphal (If you can’t make it sign up anyway and you will get a link to watch it later.  Feel free to share link on social medial) Convergence is here. Each day the…

Jan. 17, 2022

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