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AM&AA updated their profile
Thursday
Steven Pappas is attending XPX Global's event
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XPX CT - The Blue Bell Manufacturing Story at Stamford Marriott

February 6, 2015 from 7:30am to 9:30am
Exploring all the Strategic Options: The Blue Bell Manufacturing StoryPanelists will share stories of best practices and lessons learned in navigating one or more exits from businesses they built and/or manage, including valuable feedback to advisors as to what works and what doesn’t to add value in the planning process leading up to a successful exit.  Moderator…See More
Wednesday
Rich Weiner updated their profile
Tuesday
XPX Boston Summit posted a blog post
Monday
Fidelity Charitable updated their profile photo
Monday
Fidelity Charitable updated their profile
Monday
Fidelity Charitable is now a member of Exit Planning Exchange
Monday
Robert Webb joined XPX Global's group
Monday
XPX Global posted an event

XPX MD Doing Due Diligence at Rolling Road Golf Club

February 20, 2015 from 8am to 10am
Before a company can declare victory in meeting their objectives for an acquisition, assumptions, models and diligence have to meet their mark. Buyers are doing a deeper dive into areas that haven't been explored before.As most deals fail to meet their stated objectives (50% - 70% as widely touted by McKinsey, KPMG, JP Morgan and other notable sources), often something is missed in the deal process that could have been uncovered in due diligence. Join us for an expert panel discussion on both…See More
Monday
XPX Global updated an event
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XPX CT - The Blue Bell Manufacturing Story at Stamford Marriott

February 6, 2015 from 7:30am to 9:30am
Exploring all the Strategic Options: The Blue Bell Manufacturing StoryPanelists will share stories of best practices and lessons learned in navigating one or more exits from businesses they built and/or manage, including valuable feedback to advisors as to what works and what doesn’t to add value in the planning process leading up to a successful exit.  Moderator…See More
Jan 23
Cecilia Jones is now a member of Exit Planning Exchange
Jan 23
Wiggin and Dana LLP updated their profile
Jan 22
Profile IconWiggin and Dana LLP and Bengur Bryan & Co., Inc. joined Exit Planning Exchange
Jan 21
Chris Bond posted a blog post

The Monthly Book Report - Essentialism

 The Monthly Book Report brought to you by Murphy BusinessMark Zuckerberg Facebook 1601 Willow Road Menlo Park, CA 94025Dear Zuck,Kindly deactivate my account. I know, Facebook is free (and always will be), and yet I just finished…See More
Jan 21
Patrick M. Foley, CFP®, QPFC posted blog posts
Jan 21
Bengur Bryan & Co., Inc. updated their profile
Jan 21

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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