A Wealth of Learning Opportunities – and Resources – at Your Fingertips

Knowledge is power. Imagine what you could do with 24-hour access to a powerful learning community to help you stay up to date with the latest trends, insights, news, and best practices to share with your valued clients.  XPX’s exclusive Knowledge Exchange is the one place where you can exchange knowledge with some of the industry’s most successful professionals with expertise in a wide variety of areas.   Here are recent posts from our chapter activities and members:

News & Posts

Adam Brier of USI Insurance is a member of XPX Long Island

USI reduces rising insurance premiums for an NYC middle-market law firm and saves over $250,000 while providing tax-deferred programs for their highly compensated employees. See the overview below.   https://www.linkedin.com/posts/adamjbrier_usi-helps-nyc-law-firm-reduce-premiums-by-activity-6927608012081647616-6Tiu?utm_source=linkedin_share&utm_medium=member_desktop_web

Gershon Morgulis of Imperial Advisory - Fractional CFOs and Advisors is a member of XPX Long Island

With the supply chain and labor shortages caused by the pandemic, the blockage of the Suez Canal (remember that?), and the ongoing war between Russia and Ukraine, prices have gone through the roof. And while the Fed may claim some of it is transitory, many of us know exactly what it is: Inflation! But what…

Cheryl Centeno of XPX Global is a member of XPX

Program produced by XPX Tri-State. The Exit Planning Exchange (“XPX”) Tri-State – covering New York (New York City & Long Island), Connecticut (Fairfield & Hartford), and New Jersey – is holding a regional virtual event from 4-6PM on Wednesday, March 16, 2022 to examine the three main aspects that influence a deal – business environment,…

Adam Brier of USI Insurance is a member of XPX Long Island

Take Control of Insurance Pricing Premiums continue to increase for certain commercial insurance lines, while coverage terms have become more restrictive. Companies that take a passive approach — simply responding to quotes from underwriters — frequently receive coverage that’s both inadequate and overpriced. Watch this video to learn how organizations can leverage data to proactively…

Maurice Palagonia of Mercer is a member of XPX Long Island

The pandemic has altered almost all aspects of the employee experience, changing everything from where people work to how they interact with clients, colleagues, and customers. Considering the size and scope of these changes now is a critical time to determine if your employee value proposition (EVP) is still compelling and if your total rewards strategy…

Diane Johnston of UBS Financial Services, Inc. is a member of XPX Long Island

Scaling Black-Owned Businesses: From Startup To Full Potential Wednesday, February 9 | 12:00 p.m. EST Helping Black entrepreneurs thrive is critical to closing the racial wealth gap. Join us for a conversation on how to eliminate barriers that prevent Black-owned businesses from reaching their full potential. Globe columnist Shirley Leung will moderate the discussion with Visible…

Adam Brier of USI Insurance is a member of XPX Long Island

USI Employee Benefits Outlook 2022 After navigating many new challenges brought on by the pandemic, employers are focusing on benefits programs that are modern, tech-enabled and inclusive, and that holistically support their employees’ health. Watch this video to learn about three significant benefits trends impacting employers in 2022.

Adam Brier of USI Insurance is a member of XPX Long Island

Embracing DEI as Part of Your Recruitment/Retention Strategy More employers have come to embrace diversity, equity and inclusion (DEI) initiatives as a way to improve workplace culture and demonstrate they value their employees as people, not just workers. Harvard Business Review found that 65% of U.S. executives say DEI is a high strategic priority, and…

Adam Brier of USI Insurance is a member of XPX Long Island

USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. Headquartered in Valhalla, New York, USI connects together over 8,000 industry leading professionals across approximately 200 offices…

Cheryl Centeno of XPX Global is a member of XPX

Is inflation on the horizon? Are there any red flags in the economy? How does this impact our clients’ businesses? Join us on October 1st and hear first hand from a senior investment strategist who worked at the Federal Reserve Bank of New York. Roosevelt Bowman with Bernstein Private Wealth Management helps business owners across…

Gershon Morgulis of Imperial Advisory - Fractional CFOs and Advisors is a member of XPX Long Island

Happy to announce that Imperial Advisory has been named Best Business Consultant by Long Island Business News! Thank you to everyone that voted for us. Proud to have been a part of this amazing achievement that was made possible by the great team of Fractional CFOs that we have. If you or anyone you know…

Cheryl Centeno of XPX Global is a member of XPX

We can’t wait for you to experience the cleaner, brighter and more user-friendly feel of our new platform! The site is designed to give you and your company greater visibility. Here are three things you should know: Emails from XPX will now come from my.exitplanningexchange.com—please adjust your email settings! Your new profile can have a…

Gershon Morgulis of Imperial Advisory - Fractional CFOs and Advisors is a member of XPX Long Island

WEST HEMPSTEAD, N.Y. (June 2021) — Imperial Advisory, a fractional CFO and C-suite advisory firm, announced that Robert Doyle has been named partner. In his new role, Doyle will expand his work supporting the firm’s business development and advisory activity, while assuming managerial responsibilities alongside Imperial Founder and Principal Gershon Morgulis.  Since joining Imperial in 2019 as a Portfolio CFO, Doyle has been an amazing resource whose corporate and financial acumen has enhanced the capabilities of Imperial clients across different  sectors. Leveraging…

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

Program produced by XPX Long Island. Long Island Case Study Part 6: Financing Growth and Liquidity his discussion will focus on third-party capital options for Companies exploring liquidity or growth capital. Our panel of experts (Private Equity and Lenders) will focus on what steps a business should—and should not—take to prepare for and attract lending…

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

Program produced by XPX Long Island. XPX long island case study part 5: Defining success- what is it you really want from an exit? The owners of HiTech, our case study company, are looking for ways to create additional value in their business in pursuit of a profitable exit. Transforming their operations will be a…

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

Program produced by XPX Long Island.  Long Island Case Study Part 4: Operations- Scalable Business Models that Maximize Profits The owners of HiTech, our case study company, are looking for ways to create additional value in their business in pursuit of a profitable exit. Transforming their operations will be a key driver of their ability…

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

Program produced by  XPX Long Island. Case Study Session 2  In our second case study discussion we will have a live owner-engagement session with Dr. Matthew Kerzner, Director of EisnerAmper’s Center for Family Business Excellence. Matthew will walk us through navigating how emotions can be removed before they takeover so management can succeed into and…

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

Program produced by XPX Long Island. It’s Back! A Long Island Case Study for 2020-2021 As you know by now, XPX is a multi-disciplinary community of professional advisors who work collaboratively to help owners build valuable businesses and assist them in preparing and executing a successful transition. As an association of seasoned advisory professionals for…

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

Program produced by XPX Tri-State. Post-Election Analysis XPX Tri-State – covering New York (New York City & Long Island), Connecticut (Fairfield & Hartford), and New Jersey – meeting with core coverage areas including: The state of the economy and business environment, nationally and regionally. Wealth planning, the corresponding tax implications and how the specific factors play into the merger…

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

Program produced by XPX Long Island. Virtual Business How we spend our time, the connections we make, and developing a strategic plan for virtual business has never been more critical. On Friday October 2nd we will be lead through a micro-session on how to be a master-connector in a virtual world by expert business strategist,…

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

Program produced by XPX Long Island. Where Are We Now? Advising Clients in the “New Normal” It’s been over six months since the world abruptly pivoted to a virtual reality, and we are unlikely to return to normal for many months. Now is a time to reassess and reevaluate. Who is buying? What is trending…

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