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Jim Reilly updated their profile
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John Steiger, CFP®, AIF® updated their profile
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Profile IconJohn Steiger, CFP®, AIF® and Jim Reilly joined Exit Planning Exchange
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XPX MD Strategic Alliances: How Collaboration Can Yield Better Outcomes at Rolling Road Golf Club

October 17, 2014 from 8am to 10am
REGISTER NOWPhilip Niedermair, Managing Director of Strategic Alliances, Whiteford, Taylor & Preston - one of the largest law firms in Maryland, with 160 attorneys in 12 offices across the Mid-Atlantic and in Michigan.See More
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XPX - Rhode Island/SE MASS Breakfast Meeting "Debunking ESOP's Fables" Lessons from Two Area ESOP Companies at Bryant University, Fisher Student Center

October 21, 2014 from 7:30am to 9:30am
REGISTER NOWToo often a business owner's exit planning objectives are reduced to one easily identifiable factor: maximum value. While value is certainly a key goal, it can often overshadow emotional and less tangible ownership transition objectives that may be equally as important to the entrepreneur. Under the right circumstances, an ESOP can provide an ideal alternative for business owners who are…See More
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Martin H. Abo updated their profile
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Chris Bond posted a blog post

Banned Words

Perhaps you’re aware that General Motors has been having issues with defective ignition switches in some of its older-model small cars. Apparently, these problems have festered long enough for the automaker’s employees to develop rather creative vocabulary to describe how the cars operated, revealed in the discovery of a 2008 training document that identifies some 68 words you shouldn’t use in the hallowed halls of GM. The end result?…See More
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Mary Adams updated their profile
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Laura Kevghas's 2 blog posts were featured
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Roy D Sutton updated their profile
Sep 24
Mike Maak posted a blog post
Sep 23
XPX Global posted an event

XPX MD Strategic Alliances: How Collaboration Can Yield Better Outcomes at Rolling Road Golf Club

October 17, 2014 from 8am to 10am
REGISTER NOWPhilip Niedermair, Managing Director of Strategic Alliances, Whiteford, Taylor & Preston - one of the largest law firms in Maryland, with 160 attorneys in 12 offices across the Mid-Atlantic and in Michigan.See More
Sep 23
Jeffrey H. Hider updated their profile
Sep 22

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Knowledge Exchange

The Great American Energy Boom

Started by Jeffrey W. Potter Sep 12. 0 Replies

This paper discusses the re-emergence of domestic energy production, illustrates the evolving opportunities and risks brought about by this re-emergence for the United States and briefly touches on…Continue

Tags: Economy, Investing, Energy

Best Practices for Protecting the Privacy of Your Family Foundation

Started by Jeffrey W. Potter Jul 11. 0 Replies

Family foundations are required to publicly disclose sensitive information – but you can take steps to protect your privacy.Continue

Tags: Privacy, Foundations

Your Spouse: Family CEO-in-Waiting

Started by Jeffrey W. Potter May 29. 0 Replies

Do you have a sound plan for managing your family’s financial situation if the spouse who is not in charge of those issues must suddenly assume that role?Continue

Tags: Succession, Planning, Financial, Management, Wealth

Survey Says…

Started by Nettie Nitzberg Feb 5. 0 Replies

“One in Five Workers Plan to Change Jobs in 2014 …” …Continue

Tags: recognition, retention, talent, development, onboarding

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