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XPX is about knowledge sharing and collaboration. This is an opportunity for you to share your knowledge and experience with fellow advisors, and discover what others have contributed. To read more, please visit our Knowledge Exchange.
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One of our Chapter’s most popular offerings is our Power of 5 Networking Program. This members-only benefit brings together small groups of advisors from different disciplines and provides a series of structured meetings so you can get to know each other on a much deeper level than you can at your average networking meeting.
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When it comes to developing a marketing strategy, everyone is looking for ways to stand out from the crowd and engage with their prospects and clients. While there are several strategies to do this, one of the most effective is the use of humor, and meme marketing is a fun, low-effort way to engage with…
In this vast and ever-changing world of technology, gobs of email service providers (ESP) exist. The most common include Gmail, Outlook, Apple Mail, and Yahoo. And there are even some AOL users still out there. And come September 15, 2021, Apple will throw us all a curveball. But Before we Tackle Apple, Let’s Start with…
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…
Aug. 20, 2021
Program produced by XPX Maryland. Strategic Workplace Transition: A Psychological and Tactical Perspective Join us for a deep dive into issues business owners will be navigating as employees return to the office. Laena Capps, Executive Director of HR at Capital Services, and Litsa Williams, Co-Founder at What’s Your Grief, will cover operational and psychological concepts…
Program produced by XPX Maryland. Understanding New Tax Laws: What Do they mean for business owners Ed Kidner, Attorney at Davis, Agnor, Rapaport & Skalny, helps us traverse new Tax Reform legislation and understand how the new laws will impact business owners. Our Speaker: Ed Kidner, Attorney at Davis, Agnor, Rapaport & Skalny, LLC Ed…
Program produced by XPX Maryland. 2021 Economic Outlook Please join us as Leo Kelly, CEO of Verdence Capital Advisors, discusses the Economic Outlook for 2021 and beyond. With the election behind us and the introduction of COVID-19 vaccines, Leo offers insight into this highly dynamic, nontraditional and politically uncertain environment. Our Speaker: Leo Kelly, Founder…
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At Capital Services, we provide our clients with unparalleled HR Consulting expertise with the goal of creating a "best-in-class" HR infrastructure to allow you to accomplish your goals and objectives
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Client has a challenge on the Corporate Finance portion of their business.
You have an issue involving business or corporate law, tax,estate planning or estate administration, business growth or business succession planning.
You need accounting/tax/valuation exit planning assistance or if your client is looking for a CPA/Consulting firm to assist them.
Clients need experienced counsel with business succession planning and mergers and acquisitions.
You or a client want to place the accounting and bookkeeping in the hands of a professional you can trust
You have a client that has been approached by a buyer or who wants a deeper dive into the exit options. My CFO background also serves clients interested in growing and building business value.
You or your clients are in need of CMO or senior marketing leadership help increasing brand value via brand messaging, identity, and/or communicating brand value via qualitative and quantitative analytics and other KPIs.
A client needs help structuring their business and personal finances to keep the most money in their pocket.
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