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“You are not competing directly against your competitors, you are competing to be unique in the marketplace.” What does your…
Feb. 1, 2021
- February 1, 2021
- 10:00 AM
View our past collection of posts, discussions, videos, and much more.
“You are not competing directly against your competitors, you are competing to be unique in the marketplace.” What does your…
Happy New Year! You might recognize the title of this month’s article which many of us use to ring in…
The tax impact of the Setting Every Community Up for Retirement Enhancement (SECURE) Act’s 10-year limited stretch can be a…
The recently passed legislation, the Consolidated Appropriations Act, 2021 (CAA), made changes to the Employee Retention Credit (ERC). This credit,…
Last week, the IRS issued Notice 2021-10, which provides several extensions for Qualified Opportunity Zone (QOZ) investors and other QOZ provisions…
Job enrichment is a concept developed by Frederick Herzberg in the 1960s. While many companies have embraced the idea, often…
President Trump signed the Consolidated Appropriations Act 2021 (CAA) into law on December 27, 2020. This bill is one of…
Insperity Business Resiliency Series: Understanding the latest COVID Relief Stimulus Program. 1 file Payroll Protection Program 2.0.pdf (3.68 MB)
The coronavirus pandemic has affected our nation’s economy in many ways. Most notably, millions of citizens applied for and received…
The terms hiring and recruiting are often used synonymously; however, hiring is more of a short-term approach to fill an…
On January 8, 2021, the Small Business Administration (SBA) released a procedural notice to provide guidance on the recent changes to how…
April 15th always seems to sneak up, and surely this year will be no different. While there’s no escaping the…
On December 27th, the long overdue second major economic relief package, delivering an expected $900 billion to individuals and businesses…
“It’s not the strongest species that survive, nor the most intelligent,but the ones most responsive to change.” – Charles Darwin What…
Shark Tank star Mark Cuban has been a startup investor and serial entrepreneur since his teenage years selling garbage bags, creating…
The CDC found that the average cost of a habitually absent employee is nearly $1,700 per year. If you have…
Success Strategies of Success in the Age of COVID1 file Success Strategies in the Age of COVID.pdf (4.82 MB)
Watch this discussion of the role of an exit planning advisor. While we started out talking about quarterbacks, we extended…
We have an incredibly rich community of experts with diverse experience related to the challenges of the private company life…
Don’t miss this great discussion of the best value building methodologies among seasoned advisors who regularly work with clients in…
A really important benefit for XPX Members is your ability to quickly connect with any other XPX Member to access…
This discussion focuses on a relatively new category of tools designed for lower middle market companies: automated business valuation software….
Advisory Services Risk Management – Advisor Stories In this interactive session, advisors in the lower middle market talk candidly about…
Collaboration In The Lower Middle Market: 6 Thinks You Should Know At XPX we believe that there is a critical…
Exit planning is an important part of every private company advisor’s practice. You can benefit from joining a good network….
XPX gives you visibility in a number of directories around our website. Because we have such a strong on-line presence,…
Advisor Stories It’s an indication of the maturity of our movement that there are now a number of certifications available…
XPX Fairfield County Member Andrew Karlen shares his experience with certifications. He holds a CExP certifications from the Business Enterprise Institute (BEI?…
Over the past year, we’ve complete our rollout of an automated renewal option for our Members. Over 90% of you…
As we expand beyond the U.S. with our Chapter footprint, we need to make sure that we comply with global…
The Lower Middle Market Opportunity: 7 Things Every Advisor Should Know The lower middle market (LMM) is a distinct market segment…
You are in charge of your Profile Settings Your XPX Member Profile is a powerful benefit. It helps raise your visibility…
XPX is a tight network of like-minded advisors to privately-held businesses. We grow through word of mouth–by members inviting their…
How To Build Your Ideal Network: 10 Lessons From 10 Years in 10 Markets 1. RIGHT INTENTION The first lesson…
SHOW YOUR CLIENT THE POWER OF YOUR NETWORK! The articles and short videos in the Owners’ Academy are available free…
Did you know that you can share your video stories with our XPX community? We already have some great stories…
Did you know that you can access a full history of the events you have attended at XPX? All you…
XPX Fairfield County President Michael Clear talks about his work with companies and families preparing for transitions. While his legal…
XPX San Antonio Founder and President John Dini shares a story of how he was introduced to a leading expert in his…
It’s easy to find and contact other XPX members! You can find other members several ways: Visit the Advisor Directory…
XPX Philadelphia President Steve Economou shares that raising your profile by contributing to XPX gets you more attention and emphasizes that getting…
XPX San Antonio Member and Sponsor Thomas Jordan shares that if you work with private businesses, the conversation always comes around to…
XPX Chicago President Ray Palys shares some examples of collaboration in the XPX Chicago Chapter including a company introduced by a transaction…
It’s Easy to Find & Contact Other XPX Members! You can find other members several ways: Visit the Advisor Directory includes members…
Raise your visibility by posting original content on our website! XPX Members: Learn how to post content to the Owners’…
Produced by XPX New England March 2018 Event at The Center for Family Business at Northeastern University XPX New England…
Produced by XPX New England February 2018 The biggest tax overhaul in more than two decades has officially hit…
Produced by XPX Connecticut in April 2017 In this session we focus on growing your business using both equity…
You Have Access In Your Profile To Every Transaction You’ve Ever Made With XPX One of our most frequent…
Produced by XPX New England January 2017 Effective communication is an essential part of successful business transitions. While not a…
“You are not competing directly against your competitors, you are competing to be unique in the marketplace.” What does your…
Happy New Year! You might recognize the title of this month’s article which many of us use to ring in…
The tax impact of the Setting Every Community Up for Retirement Enhancement (SECURE) Act’s 10-year limited stretch can be a…
The recently passed legislation, the Consolidated Appropriations Act, 2021 (CAA), made changes to the Employee Retention Credit (ERC). This credit,…
Last week, the IRS issued Notice 2021-10, which provides several extensions for Qualified Opportunity Zone (QOZ) investors and other QOZ provisions…
Job enrichment is a concept developed by Frederick Herzberg in the 1960s. While many companies have embraced the idea, often…
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