XPX Chapters
Exit Planning Exchange XPX Tri-State Chapters!
The Tri-State Chapters include exit planning associations in New York, Hartford CT, Fairfield County CT, New Jersey and Long Island. Each Chapter below is an active community that also benefits from shared activities, membership and sponsorship opportunities.
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Good morning Jack, Sometimes you have good conversations but not too many are great ones. I thoroughly enjoyed yesterday’s call and it is unusual to find someone who has a track record and the competence that you display as it relates to your practice. Please let me know how you would like to proceed as…
By David DeMuth Manufacturers can’t afford to wait any longer. For two years, CFOs and controllers have managed supply-chain disruptions and labor shortages, as well as surging prices. Typically, these developments could require most manufacturers to raise prices to survive. In Q4 of 2022, there is a looming recession. The generally accepted definition of a…
We interview Jeff Swiggett, Business Sale and M&A Advisor as part of our Expert Interview series. Jeff discusses how Buyers look at your business across 6 different value and risk factors. This first interview covers Owner Dependence and Financial Controls as key issues that Buyers want to explore as they are preparing to make you…
After a tsunami of a year facilitating 1031 Exchange transactions, we found there are many misconceptions among investors about 1031 Exchanges. Here are five of the most common areas of investor confusion. Reverse Exchanges Are Quick & Simple: Identifying replacement property in a hot market was a challenge for 1031 Exchangers this past year, causing…
By Robert G. Brody and Mark J. Taglia July 5, 2022 Summer is just beginning and so are summer internships. Many of our clients are using interns for the first time since the Summer of 2019 – pre-pandemic. While doing so, it’s important for employers to comply with the Fair Labor Standards Act (the “FLSA”)…
By Tom Aiken While more companies transact and store their business off premises, SaaS companies have seen a run up in their valuations. Since 2015, the SaaS market continues to grow—18% annually—while 99% of organizations are using at least one cloud solution to drive demand. From an investor perspective, SaaS companies provide a dependable revenue…
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Buy or sell-side due diligence is needed. You need a part-time or interim CFO.The CFO needs to improve accounting operationsThe company needs a new accounting system.
When considering business succession issues, retirement and when a business owner wants to take some chips off the table. When deciding when and how to incentive key employees
You need a professional to discuss your business ownership exit planning options.
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