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

This XPX New York program discusses savings vehicles and gift giving strategies to reduce state income tax burdens including: i) Non-Grantor Incomplete Gift Trusts, ii) Spousal Lifetime Access Trusts, iii) Business Interest Discounts, and much more. Our Speaker: Steven HoltPartnerMandelbaum Barrett Steven A. Holt is Chair of the Firm’s Taxation, Trusts and Estates and Charitable…

Cheryl Centeno of XPX Global is a member of XPX

Program produced by XPX New York. During this interactive session tools are shared to identify potential gaps in your sales organization’s performance and better achieve defined goals and improve growth. Our Speaker: Danny WoodPresidentDanny Wood Enterprises / Sandler Training Danny is a nationally recognized business development expert specializing in executive sales consulting and sales productivity…

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,…

Cheryl Centeno of XPX Global is a member of XPX

Bobby Kingsbury will share thoughts surrounding include private equity group (PEG) structure for leveraged buyouts, how PEGs select investments, how they value businesses, the LBO model, and what MCM calls, “Three Legs to a Stool”: understanding the company -business model, how they make money, growth opportunities, risks & weaknesses understanding management — culture, “the bench”,…

Cheryl Centeno of XPX Global is a member of XPX

Perhaps no “market” has been more active in the last couple of years than Special Purpose Acquisition Corporations better known as SPAC’s. In the first quarter of 2021 alone, close to $30 Billion made its way into the public market through SPAC’s. Since then, the market has cooled a bit, but it is still considered…

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…

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

Program produced by XPX New York. The Power of Culture and its Impact on Business Valuations Businesses are challenged now more than any time in history. This session will focus on how a dynamic business culture supports and sustains growth, enhancing business valuations.Our Speaker:Rochelle LisnerFounderDynamic Business GrowthRochelle Lisner, through her firm Dynamic Business Growth, works with companies…

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

Critical Insights in Commercial Real Estate and the Intersection with Exit Planning  Commercial real estate, whether owned or leased, represents a significant cost for most companies and is frequently a meaningful component of enterprise valuation, exit, and acquisition planning considerations. Hear experience-based perspectives from Andrew Zezas, Managing Director, Jones Lang LaSalle (“JLL”), about forward-looking insights, trends,…

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

Program produced by XPX New York. Managing Employee Risk as Your Company Pivots Back from COVID-19 Businesses now face uncertainty and new risks as they apply the “new rules” developed during COVID-19 of managing employees and operations. We will discuss current challenges and provide practical advice about managing these issues, led by Christopher Santomassimo, an…

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

Program produced by XPX New York. Quality of earnings: why needed, best practices and stories from the experts Two panelists from leading accounting firms with deep experience in conducting Quality of Earnings work will address the fundamentals of QoE, why it is important for both sellers and buyers, and share some interesting stories derived from…

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

Program produced by XPX New York. Recognizing and Responding to Liquidity Challenges As professionals serving the XPX business community, it is critical that you are sensitive to the telltale signs of companies in distress. During this event we will present some of the key symptoms and indicators of a company facing operational, financial, and survival…

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

Program produced by XPX New York. What does Covid-19 Mean for Valuation in your Community Heading into 2021? Using data from multiple resources, our guest speaker, Sean Hutchinson, addresses the potential for one of the biggest economic disruptions in history and makes the case that cities are standing on what he refer to as a…

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 New York. Transacting M&A in the Fog of the Impending Election and Covid-19 Jon Zefi, Principal at EisnerAmper LLP, will take us through an analysis of selling your business and transacting in a Trump vs Biden administration with Covid-19 as a backdrop. Between tax considerations and due diligence processes, major shifts…

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

Harvey Katz, Partner, Co-Chair Employee Benefits & Compensation Department, Fox Rothschild LLP Human Capital is one of the most important, if not the most valuable asset that most businesses possess. This maxim is especially true for those businesses preparing a for a sale. Key employees need to be properly incentivized to remain with the business…

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