“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
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Happy New Year! You might recognize the title of this month’s article which many of us use to ring in…
- February 1, 2021
- 9:20 AM
The tax impact of the Setting Every Community Up for Retirement Enhancement (SECURE) Act’s 10-year limited stretch can be a…
- January 29, 2021
- 1:29 PM
The recently passed legislation, the Consolidated Appropriations Act, 2021 (CAA), made changes to the Employee Retention Credit (ERC). This credit,…
- January 27, 2021
- 1:48 AM
Last week, the IRS issued Notice 2021-10, which provides several extensions for Qualified Opportunity Zone (QOZ) investors and other QOZ provisions…
- January 26, 2021
- 2:11 PM
Job enrichment is a concept developed by Frederick Herzberg in the 1960s. While many companies have embraced the idea, often…
- January 22, 2021
- 8:23 AM
President Trump signed the Consolidated Appropriations Act 2021 (CAA) into law on December 27, 2020. This bill is one of…
- January 21, 2021
- 3:30 PM
Insperity Business Resiliency Series: Understanding the latest COVID Relief Stimulus Program. 1 file Payroll Protection Program 2.0.pdf (3.68 MB)
- January 16, 2021
- 1:17 PM
The coronavirus pandemic has affected our nation’s economy in many ways. Most notably, millions of citizens applied for and received…
- January 15, 2021
- 11:58 AM
The terms hiring and recruiting are often used synonymously; however, hiring is more of a short-term approach to fill an…
- January 14, 2021
- 2:34 PM
On January 8, 2021, the Small Business Administration (SBA) released a procedural notice to provide guidance on the recent changes to how…
- January 14, 2021
- 2:15 PM
April 15th always seems to sneak up, and surely this year will be no different. While there’s no escaping the…
- January 13, 2021
- 12:02 PM
On December 27th, the long overdue second major economic relief package, delivering an expected $900 billion to individuals and businesses…
- January 12, 2021
- 8:03 AM
“It’s not the strongest species that survive, nor the most intelligent,but the ones most responsive to change.” – Charles Darwin What…
- January 11, 2021
- 2:22 AM
Shark Tank star Mark Cuban has been a startup investor and serial entrepreneur since his teenage years selling garbage bags, creating…
- January 6, 2021
- 11:56 AM
The CDC found that the average cost of a habitually absent employee is nearly $1,700 per year. If you have…
- January 5, 2021
- 3:05 PM
Success Strategies of Success in the Age of COVID1 file Success Strategies in the Age of COVID.pdf (4.82 MB)
- January 4, 2021
- 2:11 PM
Watch this discussion of the role of an exit planning advisor. While we started out talking about quarterbacks, we extended…
Feb. 13, 2020
- February 13, 2020
- 10:27 AM
We have an incredibly rich community of experts with diverse experience related to the challenges of the private company life…
Feb. 13, 2020
- February 13, 2020
- 6:25 AM
Don’t miss this great discussion of the best value building methodologies among seasoned advisors who regularly work with clients in…
Feb. 3, 2020
- February 3, 2020
- 2:22 PM
A really important benefit for XPX Members is your ability to quickly connect with any other XPX Member to access…
Dec. 13, 2019
- December 13, 2019
- 6:27 AM
This discussion focuses on a relatively new category of tools designed for lower middle market companies: automated business valuation software….
Dec. 11, 2019
- December 11, 2019
- 9:19 PM
Advisory Services Risk Management – Advisor Stories In this interactive session, advisors in the lower middle market talk candidly about…
Nov. 18, 2019
- November 18, 2019
- 10:35 AM
Collaboration In The Lower Middle Market: 6 Thinks You Should Know At XPX we believe that there is a critical…
Oct. 17, 2019
- October 17, 2019
- 1:19 PM
Exit planning is an important part of every private company advisor’s practice. You can benefit from joining a good network….
Sep. 30, 2019
- September 30, 2019
- 8:20 PM
XPX gives you visibility in a number of directories around our website. Because we have such a strong on-line presence,…
Sep. 17, 2019
- September 17, 2019
- 12:10 PM
Advisor Stories It’s an indication of the maturity of our movement that there are now a number of certifications available…
Aug. 26, 2019
- August 26, 2019
- 10:29 AM
XPX Fairfield County Member Andrew Karlen shares his experience with certifications. He holds a CExP certifications from the Business Enterprise Institute (BEI?…
Aug. 14, 2019
- August 14, 2019
- 1:27 PM
Over the past year, we’ve complete our rollout of an automated renewal option for our Members. Over 90% of you…
Aug. 13, 2019
- August 13, 2019
- 6:31 AM
As we expand beyond the U.S. with our Chapter footprint, we need to make sure that we comply with global…
Jul. 16, 2019
- July 16, 2019
- 11:20 AM
The Lower Middle Market Opportunity: 7 Things Every Advisor Should Know The lower middle market (LMM) is a distinct market segment…
Jun. 28, 2019
- June 28, 2019
- 12:12 PM
You are in charge of your Profile Settings Your XPX Member Profile is a powerful benefit. It helps raise your visibility…
Jun. 25, 2019
- June 25, 2019
- 10:16 AM
XPX is a tight network of like-minded advisors to privately-held businesses. We grow through word of mouth–by members inviting their…
Jun. 13, 2019
- June 13, 2019
- 6:33 AM
How To Build Your Ideal Network: 10 Lessons From 10 Years in 10 Markets 1. RIGHT INTENTION The first lesson…
May. 23, 2019
- May 23, 2019
- 1:23 PM
SHOW YOUR CLIENT THE POWER OF YOUR NETWORK! The articles and short videos in the Owners’ Academy are available free…
May. 15, 2019
- May 15, 2019
- 6:34 AM
Did you know that you can share your video stories with our XPX community? We already have some great stories…
Apr. 15, 2019
- April 15, 2019
- 6:42 AM
Did you know that you can access a full history of the events you have attended at XPX? All you…
Mar. 18, 2019
- March 18, 2019
- 6:44 AM
XPX Fairfield County President Michael Clear talks about his work with companies and families preparing for transitions. While his legal…
Feb. 28, 2019
- February 28, 2019
- 4:29 PM
XPX San Antonio Founder and President John Dini shares a story of how he was introduced to a leading expert in his…
Feb. 26, 2019
- February 26, 2019
- 4:41 PM
It’s easy to find and contact other XPX members! You can find other members several ways: Visit the Advisor Directory…
Feb. 14, 2019
- February 14, 2019
- 6:45 AM
XPX Philadelphia President Steve Economou shares that raising your profile by contributing to XPX gets you more attention and emphasizes that getting…
Feb. 1, 2019
- February 1, 2019
- 5:29 PM
XPX San Antonio Member and Sponsor Thomas Jordan shares that if you work with private businesses, the conversation always comes around to…
Jan. 5, 2019
- January 5, 2019
- 4:38 PM
XPX Chicago President Ray Palys shares some examples of collaboration in the XPX Chicago Chapter including a company introduced by a transaction…
Dec. 19, 2018
- December 19, 2018
- 3:50 PM
It’s Easy to Find & Contact Other XPX Members! You can find other members several ways: Visit the Advisor Directory includes members…
Nov. 16, 2018
- November 16, 2018
- 3:39 PM
Raise your visibility by posting original content on our website! XPX Members: Learn how to post content to the Owners’…
Nov. 8, 2018
- November 8, 2018
- 4:28 PM
Produced by XPX New England March 2018 Event at The Center for Family Business at Northeastern University XPX New England…
- May 15, 2018
- 3:09 PM
Produced by XPX New England February 2018 The biggest tax overhaul in more than two decades has officially hit…
- April 16, 2018
- 5:16 PM
Produced by XPX Connecticut in April 2017 In this session we focus on growing your business using both equity…
- March 12, 2018
- 10:50 AM
You Have Access In Your Profile To Every Transaction You’ve Ever Made With XPX One of our most frequent…
Mar. 9, 2018
- March 9, 2018
- 4:31 PM
Produced by XPX New England January 2017 Effective communication is an essential part of successful business transitions. While not a…
Jan. 31, 2018
- January 31, 2018
- 12:16 PM
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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
Happy New Year! You might recognize the title of this month’s article which many of us use to ring in…
- February 1, 2021
- 9:20 AM
The tax impact of the Setting Every Community Up for Retirement Enhancement (SECURE) Act’s 10-year limited stretch can be a…
- January 29, 2021
- 1:29 PM
The recently passed legislation, the Consolidated Appropriations Act, 2021 (CAA), made changes to the Employee Retention Credit (ERC). This credit,…
- January 27, 2021
- 1:48 AM
Last week, the IRS issued Notice 2021-10, which provides several extensions for Qualified Opportunity Zone (QOZ) investors and other QOZ provisions…
- January 26, 2021
- 2:11 PM
Job enrichment is a concept developed by Frederick Herzberg in the 1960s. While many companies have embraced the idea, often…
- January 22, 2021
- 8:23 AM
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