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
Chapter Events
Gold Sponsors
there is a need for a financial statement audit or financial due diligence, including a buy/sell transaction
We guide owners through the exit process, offering business evaluations and preparing them with the knowledge and strategies needed for a successful transition.
You are: buying or selling a business (or preparing to); acquiring or selling assets; or need guidance on contracts or agreements.
You need a holistic wealth management team that focuses on business owners.
Silver Sponsors
you’re thinking about transitioning your business, creating a lasting legacy through philanthropy, or want a strategic plan to align your wealth with your values.
you need general counsel for business formation and contract issues, mergers and acquisitions, intellectual property, regulatory issues and more!
When you have a complex asset that you may have the opportunity to liquidate and you want to see how you can impact your generosity and your tax liability.
you have a client looking to buy or sell a business. I help them maximize value, avoid common pitfalls, and ensure a deal that aligns with their financial and legacy goals.
You are thinking of a liquidity event for your business
Call me when you need a trusted tax partner to help structure transitions, reduce tax drag, and align owners’ financial, family, and charitable priorities.
you have estate planning or other trust questions