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Latest Activity

Rudi Scheiber-Kurtz and Frank Mancieri are now friends
yesterday
Rudi Scheiber-Kurtz is attending XPX Global's event
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XPX Boston Evening of Holiday Networking at The Conference Center at Waltham Woods

December 18, 2014 from 5:30pm to 8pm
REGISTER NOWXPX Boston Evening of Holiday NetworkingPlease join us for one of XPX Boston’s most popular events each year, an evening full of networking with other professionals active in the exit planning space on Thursday, December 18th.Investment: Members: $25, Non-Members: $45 Cash bar & Appetizers (Registrations at the door an additional $10)  See More
yesterday
zachary mainstain is now a member of Exit Planning Exchange
yesterday
Pinnacle Equity Solutions updated their profile
yesterday
Ricardo Albu posted a blog post

September 2014 Newsletter Article: Four Vital Steps to Improve Performance

Four Vital Steps to Improve PerformanceWhat we like most about team sports is the coherence great coaches create when preparing their players for each game. Successful coaches set clear game strategies that capitalize on the collective strengths of all the players. AFs a result, the coherence between coach and players provides a winning advantage over their competition. …See More
Tuesday
Omega Wealth Management, LLC updated their profile
Tuesday
Profile IconPinnacle Equity Solutions and Omega Wealth Management, LLC joined Exit Planning Exchange
Tuesday
XPX Global posted an event
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XPX CT Evening Holiday Reception at Q Club

December 10, 2014 from 7:30am to 9:30am
REGISTER NOW XPX CT Evening Holiday ReceptionJoin your XPX CT colleagues for an evening of networking on Wednesday, December 10th in New Haven, CT.Cash bar and appetizers will be served.XPX CT Members in good standing are free. Non-members $25    See More
Monday
Successful Transition Planning posted a blog post

STPI adds to our Australian Team

“Successful Transition Planning Institute" (STPI) is pleased to announce the addition of two new Transition Planning Consultants to our team in Australia!   Hazel Ruby of Ruby Cubes in Perth (www.rubycubes.com.au).   – As founder of Ruby Cubes, hazel has a varied background having worked as a State manager, trainer, coach and mentor.  Hazel’s passion lies in the area of people…See More
Sunday
Chris Bond posted a blog post

The Monthly Book Report

The Monthly Book Reportbrought to you by Murphy Business Simon Sinek is closing in on 20 million views of his TED talk entitled "How great leaders inspire action," the second-highest viewed speech on the not-for-profit's website. If you've seen it, you likely agree…See More
Nov 21
Daniel M. Sell, SPHR joined XPX Global's group
Nov 21
XPX Global posted a photo

Richard A. Baron, Global Medical- Speaker at XPX Philadelphia Meeting on November 19, 2014

Richard A. Baron of Global Medical speaks about Selling to Strategic Buyers at the XPX Philadelphia meeting on November 19, 2014.
Nov 20
XPX Global posted a blog post

News from Tarlow Breed Hart & Rodgers: Boston’s Tarlow Breed Hart & Rodgers Ranked Among America’s “Best Law Firms” by U.S. News & World Repor

Congratulations to our sponsor Tarlow Breed Hart & Rodgers, P.C!Boston, MA (November 5, 2014):   The Boston law firm of Tarlow Breed Hart & Rodgers, P.C., has been ranked as one of the Best Law Firms in America in a survey published by U.S. News & World Report-Best Lawyers.  “While achieving the best results for our clients remains our primary focus and most gratifying reward, it is also nice to receive this significant recognition,” said Edward D. Tarlow, founding partner of Tarlow…See More
Nov 20
Laura Kevghas updated their profile
Nov 19
Ben F. Wells is attending XPX Global's event
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XPX DC Metro - Taking Care of Business: Coordinating your Business and Estate Plans at Timpanos Chophouse

November 20, 2014 from 7:15am to 9am
REGISTER NOWNo matter what stage you are in the business cycle, it is never too soon to make sure your house is in order.  Coordinating your business plan and your estate plan protects against the unexpected, which frequently arises at the time of sale. This presentation will provide guidance from two practitioners who have advised many business owners to ensure that all bases are covered.About the…See More
Nov 18
Jeff Fraley joined XPX Global's group
Nov 18

Knowledge Exchange

Best Practices in Investment Advisory Partnership

Started by XPX Global Oct 6. 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. 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

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