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Latest Activity

XPX Global updated an event
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XPX CT - Breakfast Meeting: The Upside of Building Partner Value in Your Firm at The Millbrook Club

June 17, 2015 from 7:30am to 9:30am
REGISTER NOWThe Upside of Building Partner Value in Your Firm An intangible value primer for Owners of CPA Firms, Law Firms and Consulting Firms Professional services firm owners are intensely focused on serving as the most trusted advisor to their clients. Meanwhile, the day to day internal responsibilities of operating the Firm can become overwhelming, oftentimes drawing attention away from creating a…See More
Thursday
Russell Hewitt updated their profile
Wednesday
XPX Global updated an event
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XPX CT - Summer Evening Networking Reception On The Water at Shore and Country Club

July 16, 2015 from 5:30pm to 7:30pm
REGISTER NOWSummer Evening Networking Reception On The WaterXPX Connecticut will host a season-ending networking event for our members and guests "on the water" at the Shore and Country Club, Norwalk, CT on Thursday, July 16th from 5:30 to 7:30 pm. We hope you will join us as we enjoy the sun, drinks and discussions on potential deals being planned and prepared. Don’t miss this last chance of the…See More
Wednesday
Russell Hewitt is now a member of Exit Planning Exchange
Tuesday
Paul is attending XPX Global's event
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XPX Philadelphia - The "Perfect" Exit Plan at The Pyramid Club

May 20, 2015 from 7:30am to 9:15am
REGISTER NOWThe "Perfect" Exit Plan "The best-laid plans of mice and men often go awry." - Robert BurnsIn this engaging, interactive event, we'll be using a real world case study from a family owned business to demonstrate the process of developing the "optimal" exit plan from amongst several identified options.  We'll then discuss the "reality" scenarios that can drive a need to revise a plan to reflect the…See More
May 19
Susan M Evans is attending XPX Global's event
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XPX DC Metro - M&A Deal Structures - Which One is Right for You? at Tower Club

May 21, 2015 from 7:15am to 9am
REGISTER NOW M&A Deal Structures - Which One is Right for You?Keith Mendelson, an experienced M&A lawyer, will discuss several deal structures that can be used for M&A transactions including mergers, equity purchases and sales and asset purchases and sales.  M&A deal structures are often driven by tax, ownership, liability, contractual, third party, governmental and other considerations…See More
May 18
XPX Global posted an event
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XPX - Rhode Island/SE MASS Breakfast Meeting at Bryant University, Bello Center

June 17, 2015 from 7:30am to 9:30am
REGISTER NOWStay tuned!Investment $45 Members and NonmembersSee More
May 16
Michael Saul posted a blog post

New Advisory Firm Announcement ! Triple3 Associates LLC

I recently formed my own advisory firm, Triple3 Associates LLC. I continue to provide the same services provided under my previous roles with Blum Shapiro and Lime Street LLC, namely assisting companies access capital, provide business consulting and interim or part time “CFO/COO” services. I have many relationships with capital providers at all levels of the capital continuum (e.g. early stage and growth equity, mezzanine debt, etc.) including specialty lending providers (e.g. royalty lenders,…See More
May 14
Jeffrey Peisach is now a member of Exit Planning Exchange
May 13
Michele Bresnick Walsh is attending XPX Global's event
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XPX MD Evening of Cocktails, Networking & a Live Performance at Joseph Meyerhoff Symphony Hall

May 27, 2015 from 5:45pm to 10pm
REGISTER NOWThe BSO and XPX have teamed up to present a night of networking, food & beverage, and movie music.  Our guest speaker will be John Verdon, BSO Vice President and Chief Financial Officer who will share with the group the business of running a world class orchestra in today's economy. John T. Verdon is a Certified Public Accountant and boasts more than 30 years of experience as a financial…See More
May 13
Herb Ezrin posted a blog post

Maintaining Business Growth In The Face Of Cash Flow Difficulities - The Need to Consider The Disposal Of Non-Income Producing Assets by Herb Ezrin

Business Journal - ACG National Capital Article by Herb EzrinMaintaining Business Growth In The Face Of Cash Flow Difficulities - The Need to Consider The Disposal Of Non-Income Producing AssetsTHE ISSUEBusinesses may face cash flow difficulties from several factors, which may force the business owner to focus too much on restoring cash flow, and thereby ignoring crucial business operations.  Potential causes of cash flow difficulties include:• Economic downturns• Interest rate increases•…See More
May 13
Ricardo Albu posted a blog post

Albuon Strategy April 2015 Newsletter - A Path to Becoming a Strategic Leader

A Path to Becoming a Strategic LeaderStrategy tends to take a back seat in the lives of many senior executives. It’s not that they don’t want to be more strategic, rather, they are not sure of how. Some feel that if they spend a few hours a week, they will become better strategic leaders.  Others might believe that an annual retreat with key managers is the answer.  Unfortunately, this is wishful thinking because strategy is more than brainstorming ideas and solving for critical issues. …See More
May 13
Philippe Lerner shared their blog post on Facebook
May 12
Philippe Lerner posted a blog post

When to keep bookkeeping in house and when to outsource?

CPA_TriFold.pdfAccountants.pdfIn my role as CEO of a bookkeeping business, one thing I keep hearing from accountants is that it is often difficult finding…See More
May 12
XPX Global updated an event
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XPX Boston Evening Event with FFI at U.S. Trust

June 11, 2015 from 5pm to 8pm
REGISTER NOWJoin us for an XPX Boston & FFI New England Chapter Joint Networking Event!When Family Firms Move to Non-Family Leadership: What to do when the next generation isn't ready, interested or available   Speakers Dan Hatzenbuehler, Chairman of the Board, E. Ritter & Company Werner von Pein, Werner CEO and Board member of eight different family operationsAgenda Networking with appetizers and…See More
May 12
Taylor H. Devine is now a member of Exit Planning Exchange
May 12

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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