“How to Know and Make Your Number.” Thanks to Steve Preda at Summit OS® – stevepreda.com for having me on his podcast to discuss
Videos
Featured speaker: John Leonetti, President & CEO, IEPA-International Exit Planning Association Our moderator: Tinsley Dempsey, VP of Development & Strategy at Sofer Advisors
Featured speaker: Laura Ferguson, VP of Partnerships & Enterprise Sales at The Value Builder System Our moderator: Ray Croff, CEO of Mobius Financial Advisors
Our featured speakers: Tom Bixby, CEO of EvaluSys, Jacob Leise, Senior Director of Marketing at BizEquity, Chris Goade, Founder of 360 Consulting; Stuart Welsh,
Our video features our Keynote from XPX Next, Fundamentals of Non-control Private Equity Investments. Featured Keynote speakers: Jamie Elias, Managing Partner, TGIF and Amir
At our February Cross-Chapter Power Networking session, we introduced a new format aptly named “Ask the Cross-Chapter Experts”. Our facilitator, XPX Nashville member, Lisa Kaufman, a
Program produced by XPX South Florida. The current temporarily high $12.92 million estate and gift tax exemption will “Sunset” on December 31, 2025. Starting
At XPX Next, our advisor panelists discuss the tools they use to focus the conversation on their client companies’ long-term prospects. Panel moderator: Corby
Program produced by XPX Atlanta. “Making the Owner Irrelevant – Preserving Transferable Value Inside the Company We set the stage in January. Now, let’s
The Hard Realities and How-to’s of Successful Value Growth and Selling in 2023 Program produced by XPX Atlanta. Our programming for this year will
Program produced by XPX South Florida. This is XPX South Florida’s final installment of a six-part “Lunch and Learn” series where they explore the
Program produced by XPX Atlanta. The Hard Realities of Exit and How We Can Fix It Advisors – we have work to do! To
The state of a company’s financials could make or break its future sale. Balance sheets that don’t balance. “Add-backs” that can’t be justified. Messy
It’s (almost) time to celebrate! Watch the video to learn more about the last stage of the Sale Process.
Due Diligence is a critical component to every M&A process. This video offers a brief explanation. If you have questions, please contact me.
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