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

Please join us on Wednesday, December 8 from 10-10:45am for the December edition of our Scaling Skills Speaker Series. I will be interviewing Skip Lamb, Ph.D. and Susan Lamb, Ph.D about their successful entrepreneurial journey. Susan and Skip launched their business two blocks from their home in beautiful downtown Savannah GA and walked to work…

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…

Cheryl Centeno of XPX Global is a member of XPX

Learn the secrets of Your Exit Map: Navigating the Boomer Bust, John Dini’s best-selling book on profitable exit strategies. Monthly educational program. Mary Norton at Vestra Wealth Planners and Principal Financial are the venue hosts. Our Speaker: John F DiniCMBA, CExP, CEPAMPN Incorporated John F. Dini is a consultant and coach business owners, CEOs and…

Cheryl Centeno of XPX Global is a member of XPX

This event will focus on Early Personal Wealth Planning for the principal owners. Specifically focusing on Goal Setting & identification of any Wealth/ Valuation Gap. Process steps covered: Discovery Wealth Planning Business Information Business Valuation CLICK HERE TO DOWNLOAD THE CASE STUDY FOR THE EVENT. Meet our Speakers: Jim Benedict, CPA, CFP®, CEPA®SVP – Senior…

Cheryl Centeno of XPX Global is a member of XPX

Please join us for this first XPX case study of nice monthly sessions in which we will discuss what the owners of a $40M, privately held, family owned Manufacturing company have to consider as they think about building value, transferring ownership and creating a legacy for their family, employees, customers and community. Click here to…

AlbuonStrategy Newsletter – September 2021 Plan to Win in Uncertain Times https://albu-strategymanagement.com/2021/09/plan-to-win-in-uncertain-times/ What does it really take to be successful in today’s fast passed, uncertain and competitive business environment?  Two important factors: 1) meticulously managing your day-to-day operations, and 2) strategically planning for the future, both short- and long-term.  However, planning often gets shortchanged because…

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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…

Cheryl Centeno of XPX Global is a member of XPX

We continue to follow the story of the Resnicks and SMS Manufacturing. So now we have the opportunity to help the Resnicks realistically evaluate the value of their business. We will approach the case study from the point of view of a trusted advisor and how we communicate the positives and negatives to business owners….

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