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Latest Activity

Profile IconChristopher L. McLean and Michele Bresnick Walsh joined XPX Global's group
yesterday
Kathy Davis posted a blog post

Obama’s Tax Reform Proposal; A Closer Look at the Trust Fund Loophole Adjustment

The day before the President’s State of the Union address, the White House released a “fact sheet” on what they call his …See More
yesterday
Michele Bresnick Walsh updated their profile photo
yesterday
Michele Bresnick Walsh updated their profile
yesterday
Profile IconMichele Bresnick Walsh, Christopher L. McLean, clarke langrall and 1 more joined Exit Planning Exchange
yesterday
Eddie Snyder posted a photo
Thursday
Ricardo Albu posted a blog post

What is a Strategy Focused Organization?

February 2015 Newsletter by Dick Albu, Albu Consulting LLCWhat is a Strategy Focused Organization?The ultimate prize for all NFL football teams is a Super Bowl win.  There is no greater reward for a well planned and executed season.  Management, coaches, and players need to be aligned and focused for every game.  They also need to be committed to the overall team strategy.  Successful teams embrace the strategy focused organization model.    What can business owners and CEO’s learn from these…See More
Thursday
XPX Global posted a photo

XPX Philadelphia Meeting on Feb. 18, 2015

Attendees at the XPX Philadelphia meeting listen to private equity insiders; Jack Nugent - Partner, Argosy Capital & Dan Ryan - Principal, Milestone Partners talk about what they target, how they interact, what they consider and their secrets to…
Thursday
Profile IconWendy Merrill and Kathy Davis joined XPX Global's group
Wednesday
Wendy Merrill is now a member of Exit Planning Exchange
Wednesday
Chris Bond posted a blog post

now how much would you pay?

We read 'em, so you don't have to!A wise woman once told me, "To properly measure progress in marketing, you can only change one thing at a time." Last month's review of Essentialism led to by far the highest open-and-comment rate we've ever seen for what was the 47th book reviewed in this space.…See More
Wednesday
XPX Boston Summit posted a blog post

What are you missing?

What are you missing?Alot if you don’t attend the 2015 XPX Summit: The Progression of Succession on March 19, 2015. Keynote SpeakersHarpoon Brewery - Charlie Storey, President & Warren Dibble, Vice President & CFOView a video with Bob, Charlie and Warren talking about ESOP Atrion Networking Corporation - Tim Hebert, President & CEOCBIZ, Inc. - Steve Gerard, Chairman & CEOPrairie Capital Advisors, Inc. - Bob Gross,…See More
Wednesday
XPX Global posted an event
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XPX Philadelphia - How Much is Enough? at The Pyramid Club, Philadelphia, PA

February 25, 2015 from 7:30am to 9:15am
Save the date!When:  June 17, 2015Topic How Much is Enough?Location:  The Pyramid Club, 1735 Market Street, PhiladelphiaTime:  7:30AM (Networking), 8:00-9:15AM (Program)See More
Wednesday
XPX Global updated an event
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XPX - Rhode Island/SE MASS Breakfast Meeting: Examining Acquisitions as a Vehicle for Growth and Exit Planning at Bryant University, Bello Center

March 3, 2015 from 7:30am to 9:30am
REGISTER NOWExamining Acquisitions as a Vehicle for Growth and Exit PlanningThere are myriad options available to owners when it comes to capturing or maintaining the value of their privately held businesses. While some may choose to divest, others may opt for expansion. Join our panel of experienced investors, acquirers, owners and advisors as we discuss the nuance and process of acquisition, and how it may…See More
Tuesday
Kathie H Okun updated their profile
Tuesday
Jeffrey S. Glaser is now a member of Exit Planning Exchange
Monday

Knowledge Exchange

Best Practices in Investment Advisory Partnership

Started by XPX Global Oct 6, 2014. 0 Replies

Best Practices in Investment Advisory PartnershipBy Tanya Rapacz, XPX Member…Continue

Tags: Exchange, (XPX), Planning, Exit, Rapacz

The Great American Energy Boom

Started by Jeffrey W. Potter Sep 12, 2014. 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, 2014. 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, 2014. 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

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