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

CFO Consulting Partners LLC 1 week ago

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…

Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State
Safe Harbor Asset Management 3 months ago

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…

Robert Brody of Brody and Associates, LLC is a member of XPX Tri-State
Brody and Associates, LLC 4 months ago

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”)…

CFO Consulting Partners LLC 5 months ago

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…

Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State
Safe Harbor Asset Management 5 months ago

As a business owner, you’ve spent years building and ensuring your company’s success.  For most, it came at the cost of sacrificing time away from family, experiencing financial burdens to cover operations, and enduring the emotional toll it takes is dedication. Given what it took, it must hurt when you find out you have a…

Robert Brody of Brody and Associates, LLC is a member of XPX Tri-State
Brody and Associates, LLC 5 months ago

By Robert G. Brody and Luis A. Torres   The Biden Administration’s unbridled support of Labor continues.  National Labor Relations  Board (NLRB) General Counsel Jennifer Abruzzo, the NLRB’s chief prosecutor, released an advice memorandum on May 25, 2022, arguing that the Board has improperly been allowing employers to ban unions from accessing portions of their…

Robert Brody of Brody and Associates, LLC is a member of XPX Tri-State
Brody and Associates, LLC 5 months ago

By Robert J. Brody and Luis A. Torres   California passed two laws that require diversity for certain corporate boards.  The first required diversity based on gender and the second for “underrepresented communities.”  The  effective date and required amount of representation varies based on board size.  In two separate actions, each law was found unconstitutional….

Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State
Safe Harbor Asset Management 5 months ago

I have created a campaign to support feeding Ukraine’s Refugee’s through the World Central Kitchen (WCK). I wish to express my solidarity with the people of Ukraine and especially my  friends and colleagues. To stand with them and offer support in whatever way I can in their time of need. Having access to food and…

Robert Brody of Brody and Associates, LLC is a member of XPX Tri-State
Brody and Associates, LLC 5 months ago

May 20, 2022 By Robert G. Brody and Luis A. Torres As of July 14, 2022, New York will be launching a statewide toll-free confidential hotline that will provide counsel and assistance to individuals with concerns about workplace sexual harassment. Employers will be required to include the hotline number in any sexual harassment postings and…

CFO Consulting Partners LLC 5 months ago

By Rob Milrod Traditional banks must actively plan for change as the digital divide grows.The marketplace has evolved, and traditional, legacy-driven banks need to follow suit by upgrading technology through partnerships. One in 10 banks are in the process of developing a banking-as-a-service (BaaS) strategy and another 20% are considering one. Why? Embedded finance, which…

Cheryl Centeno of XPX Global is a member of XPX
XPX Global 6 months ago

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…

CFO Consulting Partners LLC 7 months ago

Manufacturers understand the critical importance of cash flows and margins. Yet, the majority of business owners don’t do enough to protect working capital, which is the combination of accounts receivable, accounts payable and inventory. According to a Crowe Horwath LLP study, 82% of U.S. manufacturing and distribution companies believe optimizing working capital is “extremely important”…

Cheryl Centeno of XPX Global is a member of XPX
XPX Global 7 months ago

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…

CFO Consulting Partners LLC 8 months ago

By Allan Tepper Companies need about three months to receive a clean opinion for their annual audit. So why does your company need more time? Expending too much time and money on your annual audit is a red flag for the executives involved with corporate governance and financial oversight. New accounting rules and regulatory changes…

Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State
Safe Harbor Asset Management 8 months ago

Delighted to share an interview I recently conducted on the Commercial Real Estate Shark Eye Podcast. Where I take a deep dive into: My personal story, building my business in the early days on Long Island to developing my relationships in Manhattan. Market trends I’ve witnessed and what I foresee The impact of Global events…

Cheryl Centeno of XPX Global is a member of XPX
XPX Global 8 months ago

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
XPX Global 9 months ago

Program produced by XPX Fairfield County and XPX Hartford. Our program was a discussion with serial entrepreneur Shea Coakley on building and selling a business. Shea has co-founded and built several companies, which have since been brought to an exit. We invite you to explore his journey and the important lessons learned in exiting a…

Cheryl Centeno of XPX Global is a member of XPX
XPX Global 10 months ago

Program produced by XPX Fairfield County and XPX Hartford. Owners always want to know what their business is worth, and determining that value depends on a multitude of factors. Join us on Friday, January 21 for a joint meeting between XPX Fairfield and Hartford on what impacts valuation. We will be joined by Nathan Klatt (Managing Director,…

Cheryl Centeno of XPX Global is a member of XPX
XPX Global 10 months ago

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”,…

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