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XPX Content of Exit Planning Exchange is a member of XPX
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Stakeholder Capitalism: Implications for Exit Planning  The Pennsylvania Bar News recently featured an article by XPX Philadelphia Member Sean-Tamba Matthew that explained an emerging shift in the understanding of a business’ role in our economy and how this influences exit planning: In 2019, the Business Roundtable’s Statement on the Purpose of a Corporation shifted away from…

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

How to Emotionally Prepare Key Stakeholders for a Successful Transition People always have mixed feelings about change. When negative feelings are not surfaced and addressed in a systematic way, they often assert themselves exactly when they stand to do the most damage, at the closing. Thoughtful exit planners do well to find ways to address the needs and…

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

These plugins will allow our website visitor or guest to post or upload content from the fronted Using frontend post Plugin. In these cases, you don’t have to update the content, again and again, the guests can easily update the content by using a frontend editor. Now you need one guy to review that content…

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…


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