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Cheryl Centeno of XPX Global is a member of XPX

Program produced by XPX South Florida. Please join XPX South Florida for the third installment of our 2022 exciting, in-depth seven-part “Lunch and Learn” series, where our Chapter’s professional advisers will discuss the exit planning strategies to be employed by a model middle market software development company with $50 million in annual revenues. In this…

Cheryl Centeno of XPX Global is a member of XPX

This XPX New York program discusses savings vehicles and gift giving strategies to reduce state income tax burdens including: i) Non-Grantor Incomplete Gift Trusts, ii) Spousal Lifetime Access Trusts, iii) Business Interest Discounts, and much more. Our Speaker: Steven HoltPartnerMandelbaum Barrett Steven A. Holt is Chair of the Firm’s Taxation, Trusts and Estates and Charitable…

Michelle Jackson of Capital Group is a member of XPX Atlanta

After a powerful advance last year, the stock market has started 2022 on a down note. Between elevated inflation, heightened volatility and the Federal Reserve’s more hawkish stance, where could markets go from here? If we can’t expect another 20%-plus gain, what can we look forward to? And what kinds of businesses have the right…

Michael DeSiato of Cherry Bekaert LLP is a member of XPX South Florida

In this book I focus on the often used exit plan for mid-sized companies that because of their size and sophistication or the owner’s personal preferences, are not good candidates for an outside third party sale. This path is called the “insider Transfer”, where the buyers are the key employees of the business. If planned…

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

On November 19, 2021, the U.S. House of Representatives passed the Build Back Better Act and sent it to the Senate. Included in the current proposed framework is the prohibition of “Back-Door” ROTH conversions, to take effect after December 31, 2021. The Senate Finance Committee released its current working version of the Bill on December 11, 2021, which left unaltered…

Michelle Fritsch of Retirement Wellness Strategies is a member of XPX Maryland

People have been selling businesses and retiring forever, so why is this important? Well, after nearly 30 years in healthcare, I’ve seen a startling trend that must be addressed. Let’s walk through two scenarios, and you pick the one that reflects your future desires. Retirement Scenario 1 – The Cliff It is not uncommon for…

Cheryl Centeno of XPX Global is a member of XPX

This is the 4th in the case study series, built around the individuals found in the Charlotte case study. This event will focus on Retirement & Estate Planning / Personal Wealth Risk Mitigation for the principal owners. CLICK HERE TO DOWNLOAD THE CASE STUDY FOR THE EVENT. Meet our Speakers: Jim Benedict, CPA, CFP®, CEPA®SVP…

Angela Rehkop of Financial Care Providers is a member of XPX Atlanta

2021 Five Star Wealth Manager Program I credit 10 years of Five Star Wealth Manager Awards to my loyal clients and my dedicated business colleagues.  Your continued business and considerate referrals have allowed me to provide the highest quality financial planning experience and tend to the wealth and well-being of my clients. Would you like…

Cheryl Centeno of XPX Global is a member of XPX

There is a lot of uncertainty in the world today, which makes it even more important to maintain financial focus and set up your future self for success. Christen Plotkin, Financial Advisor at UBS Financial Services Inc, will share what it means to have financial focus as an emerging professional. She’ll highlight distractions you should…

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Ken Segal of LGA, LLP is a member of XPX Greater Boston

“One day, you’re gonna wake up, eat your breakfast, brush your teeth, go about your business. And sooner or later, you’re gonna realize you haven’t thought about it. And that’s the moment you realize you can forget. When you know that’s possible, it all gets easier.” Mike Ehrmantraut, Better Call Saul Perhaps our lead quote…

Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia

Date: August 19, 2022 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Free Link to Meet Author: Dr. Shameen Prashantham In Gorillas Can Dance, distinguished international business strategy professor and expert Dr. Shameen Prashantham delivers a proven roadmap for large corporations collaborating with startups. Drawing on over a decade of international research, Dr. Prashantham…

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

After a tsunami of a year facilitating 1031 Exchange transactions, we found there are many misconceptions among investors about 1031 Exchanges. Here are five of the most common areas of investor confusion. Reverse Exchanges Are Quick & Simple: Identifying replacement property in a hot market was a challenge for 1031 Exchangers this past year, causing…

Bill McDermott of The Profitability Coach is a member of XPX Atlanta

Host Bill McDermott was joined by three accomplished business leaders on this edition of ProfitSense. Banker Samantha McElhaney discussed what business owners need to be focused on now, what to look for in choosing an advisor, as well as how she uses her extensive network to assist her clients. Keith Costley shared how his engineering consulting…

Cheryl Centeno of XPX Global is a member of XPX

Program produced by XPX Atlanta. Trusted advisors and the deal team need to look beyond numbers and operational process, to the people who will lead the company and deliver the value after the sale. Our 4 panelists come from M&A, Operations, HR, and HR Systems, to bring a comprehensive view of the impact of team…

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

Has the pandemic prompted your leadership team to reconsider employee purpose? We have prioritized compensation, well-being, resilience and more, but you mustn’t forget purpose or your employees may be reconsidering YOU. In a recent McKinsey & Company survey, two-thirds of US-based employees said they expect their jobs to bring a significant sense of purpose to…

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