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James Junker of Pilot Hill Advisors is a member of XPX Chicago

In 2021, our firm, Pilot Hill Advisors, helped create 8 new employee-owned companies with over 2,000 new employee owners.  As part of their exit planning, the owners of these businesses transitioned over $500 million of stock and saved tens of millions in taxes in the process.  The companies will save millions in taxes and several…

Jan. 4, 2022
Anna Brumby of University of Georgia SBDC is a member of XPX Atlanta

Infrastructure investments in 2022 and beyond are going to drive the need for skilled labor in manufacturing, construction, energy, utilities and port authorities. My new listing is a successful training and certification company for crane, rigging and skilled labor professionals that would be a good acquisition for organizations looking to strategically capitalize on growth in…

Dec. 7, 2021
Anna Brumby of University of Georgia SBDC is a member of XPX Atlanta

A great business looking to be acquired in 2022 that has increased revenue and profitable during the Pandemic.  The sellers have conducted tremendous amount of R&D on over 100 recipes for retail and commercial size orders, have documented all areas of the business, and have built an efficient and strong operational organization for a new…

Dec. 1, 2021
Cheryl Centeno of XPX Global is a member of XPX

Program produced by XPX Philadelphia.  In this interactive session, Herb and Max discuss options for tax and estate planning that will ensure that the business owner can leave a legacy. The case study is based on a $40M, privately held, family owned Manufacturing Company that is planning for an exit. This next session is designed…

Cheryl Centeno of XPX Global is a member of XPX

The mission of XPX is to collaborate to help our private company clients build business value, transfer ownership, and create a legacy of success in their lives and their communities. This collaboration is more critical than ever as we navigate through a business environment impacted by a myriad of issues created by the pandemic. In…

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

Welcome & Intro To The Why & What of Exit Planning Join us for this virtual educational event. We will cover: An overview of the stages and tracks that comprise effective exit planning. Why is comprehensive exit planning important to achieving optimal outcomes for owners and their business? Introduction to the ‘XPX Way’ of collaboration…

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

Program produced by XPX South Florida. Top 10 pitfalls to avoid when selling your business This XPX South Florida program will highlight the top ten most common pitfalls business owners may encounter leading up to and through the sale of their business, from the perspectives of a business owner, broker and sales consultant. We will…

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

Program produced by XPX Chicago. Franchise Readiness: how and why to franchise a business, plus marketing the opportunity to buyers  Join franchise and business attorney Laura Liss for a presentation on franchising. Both legal and business points will be addressed, as well as perspectives from franchisors and franchisees, and franchise marketing tips. Meet our Speaker:…

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

Program produced by XPX Chicago Has Covid-19 changed thinking and actions regarding sale-readiness and exit planning? Should owners be adjusting timelines and planning for an eventual exit? How have business valuations changed? Have new doors opened, while others have closed for owners thinking of selling? What is the latest advice and guidance to prepare businesses…

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

Owner Readiness vs. business Readiness Do you know what it means to “get ready” as an owner? And how is getting your business ready for exit different from getting yourself ready? Julie will help you understand the distinctions between these two types of “readiness” and explain why both are critical to a successful business exit…

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

Program produced by XPX South Florida. Is Now the time to sell? Is the Market Strong? This panel discussion will feature experts that can discuss the state of the market, valuations, what buyers are looking for, and what sellers should consider before they sell. The time between 5:30pm and 6:00pm will be used for breakout sessions…

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

Program produced by XPX DC Metro. Rapidly Accelerating Business Value: Where to Start? Business owners know their businesses better than anyone. They have spent countless hours and sleepless nights working to build a valuable business to provide a living today and hopefully, sell in the future. But did you know 80% of business owners can…

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

Program produced by XPX San Antonio. XPX Owner and Advisor Summit  Exit Planning and Implementation to Inside Parties During the Pandemic Moderator:John Dini, CMBA, CExP, CEPA – MPN, Inc. Panelist: Steven Bankler, CPA -Steven Bankler CPA, Ltd with client Jeremy Calvert, CEO – Vighter, LLC James Rosenblatt, Attorney – Rosenblatt Law Firm with client Andrew Jett, President…

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Cheryl Centeno of XPX Global is a member of XPX

Owners always want to know what their business is worth, and determining that value depends on a multitude of factors. Join us on Friday, January 21 for a joint meeting between XPX Fairfield and Hartford on what impacts valuation. We will be joined by Nathan Klatt (Managing Director, Rockport Investment Partners) and John DelGrego (Managing Director, Marcum…

TERRY "Doc" DOCKERY of The Resolve Firm is a member of XPX Atlanta

Join us on Wednesday, February 9 from 10-10:45am for our next free, virtual edition of our Scaling Skills Speaker Series when Jennifer Montellanico, a seasoned Business Performance Advisor with Insperity, will be talking with us about current strategies to attract and retain top talent. Please feel free to invite others, and we look forward to…

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…

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