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 Triangle. Addressing the challenges of acquisitions: Integrating a new management team; integrating cultures; keeping key employees happy. Our Speakers: Nigel ElkanAction Coach of the Triangle I am a serial entrepreneur, consultant, and coach. I have founded and grown 5 businesses–three became $multi-million successes, market leaders, and achieved highly successful exits. I’ve…
It’s been called the Silver Tsunami. That’s the number of Baby Boomers who are ready to sell their businesses and move to the next stage of their lives. According to the North Carolina Employee Ownership Center (NCEOC), baby boomers own half of the privately held businesses with employees in the state: 78,757 business with owners…
When companies start the exit process, people inside and outside the company can get worried about their jobs and their futures. Join us as XPX members Erin Spencer and Alicia Parr show us how building trust among team members helps make the exit process more productive and profitable for all. Our Speakers: Erin SpencerFounderEdgeBrook Lane…
Learn the secrets of Your Exit Map: Navigating the Boomer Bust, John Dini’s best-selling book on profitable exit strategies. Monthly educational program. Mary Norton at Vestra Wealth Planners and Principal Financial are the venue hosts. Our Speaker: John F DiniCMBA, CExP, CEPAMPN Incorporated John F. Dini is a consultant and coach business owners, CEOs and…
We want your perspective as someone involved in middle market M&A! I’m the lead author of the Middle Market M&A handbook that you may have received or read about as part of the Certified M&A Advisor (CM&AA) program. Chris Blees, Mike Nall, Tom Stewart and I are working on a 2nd Edition; we are adding…
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…
August 20th, 2021
Program produced by XPX Triangle. Case Study: Negotiating Strategies- How Can I Get What I Want and Need? Join us for a very special session featuring experienced negotiator and Triangle XPX member Diego Munoz. Not only does Diego lend his master negation skills to his clients at KW Commercial on, he also shares his expertise…
Chapter Events
Founding Sponsors
A business owner would like to develop a plan that would maximize their business value, minimize their taxes and transfer their business to who they would like to transfer it to within their time frame
Clients call or should call me when they need realize their visual and verbal brand messages are no longer relevant or in accord with their mission or culture.
Silver Sponsors
You want to grow or assess your intellectual property portfolio
Inaugural Sponsors
You encounter a growing company that needs bookkeeping services. 540.421.7824
You are seeking objective, comprehensive financial planning advice from a fiduciary.
You have CPA questions. Small business accounting, tax planning and tax preparation.
You are ready to set ambitious personal and business goals and ready to get the professional coaching to achieve them.
A friend or client needs full service Opportunity Zone (Tax) Strategies or Investments. Also, contact me when a client is planning to create a substantial capital gain and would like to discuss deferral options and future CG liability forgiveness.
Considering buying or selling a business, franchise, or commercial property.
You need to reach your full Potential in your Business or Exit Strategy. I can help maximise your Profits, Cashflow and overall Business Efficiency
You need a solutions oriented merger & acquisition lawyer or general business/corporate counsel for your company or business.
You need an experienced professional who is a highly effective communicator both in the board room and the stock room. Where creative ideas on business exit and business continuation planning that maximize owner/partners family opportunity are key!
You need assistance with banking and finance issues.
You're trying to make the decision of what to do with your company: buy, sell, recapitalize?