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David Fasi, CFP®, CEPA® of UBS is a member of XPX Hartford

A client recently sold his business and was looking for options to address a large capital gain as a result of the sale. We presented a number of solutions with support from his other advisors. One of the options we are implementing includes an investment in a Qualified Opportunity Zone (QOZ). Opportunity Zones were born…

Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State

Delighted to share an interview I recently conducted on the Commercial Real Estate Shark Eye Podcast. Where I take a deep dive into: My personal story, building my business in the early days on Long Island to developing my relationships in Manhattan. Market trends I’ve witnessed and what I foresee The impact of Global events…

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….

Mark Gross of CSSI Inc. (Cost Segregation Services Inc.) is a member of XPX Chicago

Free webinar to learn about expensing and depreciation strategies to counter upcoming tax increases. Presentation will include the following. Bonus Depreciation Cost Segregation Little know safe harbors Expensed repairs vs capitalized improvement property And much more. Here is the link to listen to the recording of our recent webinar on Expensing & Depreciation Strategies. https://register.gotowebinar.com/recording/6834270028077573382…

Diane DeCesare of Drucker & Scaccetti is a member of XPX Philadelphia

New employment opportunities, a booming housing market, and a change of environment or slower pace of life. These are just a few reasons why people are planning to move. COVID-19 gave all of us time for reflection and, for some, opportunities outside of their current domicile. In today’s blog, we’ll look at simple ways you…

Craig Nadborne of Bradford Allen Realty Services is a member of XPX Chicago

My Profession is:  Tenant Representative / Office Leasing Broker / Commercial Real Estate Broker My Business is:  CREATING SOLUTIONS When it comes time to find an office space for the first time, renew a lease, renegotiate a lease, or relocate;  clients use me and my services to maximize their savings, increase their concessions and improve…

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

  The Future of Real Estate in a Post-Covid World 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 planning considerations…

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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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