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Blog Posts

Legal Blog

Posted by Herbert Fineburg on October 28, 2014 at 10:24am 0 Comments

The Monthly Book Report

Posted by Chris Bond on October 24, 2014 at 11:16am 0 Comments

Reading from a Fire Hose

Posted by Chris Bond on October 23, 2014 at 3:55pm 0 Comments

Rework Review

Posted by Chris Bond on October 20, 2014 at 1:00pm 0 Comments

2014 Power Player Awards

Posted by Martin H. Abo on October 17, 2014 at 1:00pm 0 Comments




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Latest Activity

Bob Siwicki commented on Susan Rosner's blog post The Valuation Delusion Syndrome-An Epidemic Among Business Owners.
"Nice post, Susan.  At Siwicki Greenberg, we've encountered this problem, but we've also encountered the opposite set of facts, where the owner is unaware of how valuable the business is.  Frequently, we tell owners what the…"
12 hours ago
Lisa Kirchenbauer posted a blog post

Do you have the 5 Essential Skills needed to support a business owner in transition?

Hi all.  I recently spoke at the national Financial Planning Association conference in Seattle and shared these skills.  Although they were focused on financial planners, I believe they are essential for all advisors working with clients.  Technical skills are important too, but without the critical communication and relationship skills your advice may fall on deaf ears leading to "non-adherence"- the client doesn't do what you recommend.  Ever happened to you?  If so, then chek out this…See More
17 hours ago
Dan Doran updated their profile
Profile IconDan Doran, Brian Israel and XPX Boston Summit joined Exit Planning Exchange
XPX Global posted an event

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
Bryon Lundell is attending XPX Global's event

XPX & ACG Joint Networking Reception & Program at The Maryland Club

November 13, 2014 from 5:30pm to 8:30pm
REGISTER NOWHow Advisory Boards and CEO Peer Groups Support Business SuccessFEATURINGJonathan R. Wachs, Principal, Intellectual Property Attorney at the law offices of Offit Kurmanand Paul Riecks,  Entrepreneur, Business owner, Consultant, Peer Advisory Facilitator/CoachCEOs of mid-sized companies have challenges, opportunities and solutions that are different than larger companies.  Often, they need to seek…See More
XPX Boston Summit updated their profile
Mary Adams updated their profile
AM&AA is now a member of Exit Planning Exchange
Herbert Fineburg posted blog posts
XPX Global posted a page
XPX Global posted a page
XPX Global updated an event

XPX DC Metro - Taking Care of Business: Coordinating your Business and Estate Plans at Timpanos Chophouse

November 20, 2014 from 7:15am to 9pm
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
XPX Global posted blog posts
Oct 24
Martin H. Abo posted blog posts
Oct 24
Chris Bond posted blog posts
Oct 24

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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