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
NEW YORK BASED/NATIONAL TERRITORY- Banker/Trusted Advisor with expertise in handling escrow and non-escrow deposits for Private Equity, firms engaged in Mergers & Acquisitions, Private
Jul 3, 2025 1 min read
New York
QSBS is arguably the most attractive tax strategy available to entrepreneurs and business owners in the U.S., and the current environment may be the
May 6, 2025 15 min read
New York
The Red Sea disruption forcing ships to go around Africa creates a new Supply Chain reality. It can lead to late deliveries of inventory
Apr 22, 2024 9 min read
New York
Planning an optimal business sale requires careful consideration and understanding of various sale options and structures, as well as a thorough understanding of the
Jan 22, 2024 9 min read
New York
During COVID-19 we experienced inventory shortages and the ships lined up waiting to get into the ports. • Today’s new reality is having excess inventory and
Sep 21, 2023 1 min read
New York
Methodology to Avoid Business Disruptions A business requirements study is conducted before the software implementation begins. The legacy software database is transferred to
May 20, 2023 1 min read
New York
The Steps Below Should be Taken to Prevent the Need for Running Parallel Software Before the project starts, a business requirements study should be
Apr 19, 2023 1 min read
New York
The Domino Effect of Having Out-Dated Software Systems. Not having real time information on the fast-moving products. Not having accurate information of the
Apr 19, 2023 1 min read
New York
Managing Today’s Reality of Excess Inventory: The Domino Effect of Having Out-Dated Software Systems. Not having real time information on the fast-moving
Mar 18, 2023 1 min read
New York
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,
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
Bobby Kingsbury will share thoughts surrounding include private equity group (PEG) structure for leveraged buyouts, how PEGs select investments, how they value businesses, the
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
Exit planning done right is a well thought out process that takes time, preparation, and patience. We will hear from a business leader who
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
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
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