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

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…

Mikal Schalk of Wood Stone & Ivy is a member of XPX Tri-State
XPX Content

Program produced by XPX New Jersey. When SPACs Attack The New Jersey chapter is excited to continue our programming year with another thoughtful and insightful meeting. Our chapter is growing and welcoming professional advisors who help business owners plan for a successful exit. As we continue to examine many of the different planning considerations and…

Mikal Schalk of Wood Stone & Ivy is a member of XPX Tri-State
XPX Content

Produced by XPX New Jersey With public equity markets continuing to rise, many of us are curious if the private market valuations should rise as well. Too many owners are struggling and questioning their future and with that are considering an exit. But will their valuations justify an exit? What is the current read on…

Mikal Schalk of Wood Stone & Ivy is a member of XPX Tri-State
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…

Mikal Schalk of Wood Stone & Ivy is a member of XPX Tri-State
XPX Content

Program produced by XPX New Jersey. The Election and the M&A Market  The New Jersey chapter is excited to continue our programming year with another thoughtful and insightful meeting. Our chapter is growing and welcoming professional advisors who help business owners plan for a successful exit. As we continue to examine many of the different…

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