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
Program produced by XPX South Florida. The current temporarily high $12.92 million estate and gift tax exemption will “Sunset” on December 31, 2025. Starting January 1, 2026, the exemption is expected to return to approximately $7 million. The loss of approximately $6 million in exemption can result in an additional estate tax in excess of…
Program produced by XPX South Florida. This is XPX South Florida’s final installment of a six-part “Lunch and Learn” series where they explore the exit planning strategies to be employed by a middle market company from the attorney’s perspective. Featured are three seasoned attorneys from South Florida who describe the various obstacles they have overcome…
The topics of Timing and Preparing to Sell a Business have come up in recent conversations. Below is an actual email I sent to a business owner that might be helpful as you communicate with prospective clients. This was sent as a follow-up to our meeting (identifying info removed). “One additional thought to consider as…
It’s (almost) time to celebrate! Watch the video to learn more about the last stage of the Sale Process. System Update Notice: Chapter Pages Undergoing Maintenance Our Chapter pages are currently undergoing updates. This may affect Chapter member directories, leader directories, Sponsor sections and other areas during this process. We apologize for any inconveniences caused.
Due Diligence is a critical component to every M&A process. This video offers a brief explanation. If you have questions, please contact me. System Update Notice: Chapter Pages Undergoing Maintenance Our Chapter pages are currently undergoing updates. This may affect Chapter member directories, leader directories, Sponsor sections and other areas during this process. We apologize…
Phase 4 of the Sale Process is Selection & Structuring. Hope this video is helpful. System Update Notice: Chapter Pages Undergoing Maintenance Our Chapter pages are currently undergoing updates. This may affect Chapter member directories, leader directories, Sponsor sections and other areas during this process. We apologize for any inconveniences caused.
Qualification is Phase 3 of the M&A Sale Process. I describe it here. System Update Notice: Chapter Pages Undergoing Maintenance Our Chapter pages are currently undergoing updates. This may affect Chapter member directories, leader directories, Sponsor sections and other areas during this process. We apologize for any inconveniences caused.
There are 6 phases to the M&A Sale Process. I explain Phase 2 briefly here. System Update Notice: Chapter Pages Undergoing Maintenance Our Chapter pages are currently undergoing updates. This may affect Chapter member directories, leader directories, Sponsor sections and other areas during this process. We apologize for any inconveniences caused.
The M&A Sale Process has 6 phases. I briefly walk through phase 1 here. System Update Notice: Chapter Pages Undergoing Maintenance Our Chapter pages are currently undergoing updates. This may affect Chapter member directories, leader directories, Sponsor sections and other areas during this process. We apologize for any inconveniences caused.
Program produced by XPX South Florida. Join XPX South Florida for the fourth installment of our 2022 exciting, in-depth seven-part “Lunch and Learn” series, where our Chapter’s professional advisers will discuss the exit planning strategies to be employed by a model middle market software development company with $50 million in annual revenues. In this fourth…
Program produced by XPX South Florida. Please join XPX South Florida for the third installment of our 2022 exciting, in-depth seven-part “Lunch and Learn” series, where our Chapter’s professional advisers will discuss the exit planning strategies to be employed by a model middle market software development company with $50 million in annual revenues. In this…
Program produced by XPX South Florida. This is the second installment of our 2022 in-depth seven-part “Lunch and Learn” series, where our Chapter’s professional advisers discuss the exit planning strategies to be employed by a middle market software development company with $50 million in annual revenues. In this second session, we focus on calculation and enhancement of…
Program produced by XPX South Florida. This is our second installment of our 2022 in-depth seven-part “Lunch and Learn” series, where our Chapter’s professional advisers will discuss the exit planning strategies to be employed by a middle market software development company with $50 million in annual revenues. In this second session, we will be focusing on calculation…
The foundation of our practice has always been centered around four guiding principles: access, advice, guidance and service. Today we are excited to announce our expanded team, SageView Partners. Our partnership will not only enhance our resources, but also enrich the experience we offer our clients every day. We are confident our new collaboration will help…
In this book I focus on the often used exit plan for mid-sized companies that because of their size and sophistication or the owner’s personal preferences, are not good candidates for an outside third party sale. This path is called the “insider Transfer”, where the buyers are the key employees of the business. If planned…
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…
Contact & Connect
Chapter Events
Annual Sponsors
Bronze Sponsors
