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Latest Activity

Rudi Scheiber-Kurtz posted a video

RudiTuesday 5 | Strategic Partnerships

The purpose of a Strategic partnership or Alliance is to leverage the capabilities and core competencies of partners to achieve benefits greater than those f...
39 minutes ago
XPX Global updated an event
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XPX Boston - Cruising in Boston Harbor at Rowes Wharf Marina

August 20, 2015 from 5pm to 8pm
REGISTER NOW Evening Networking Cruising Around Boston HarborJoin us on the "Secret Love" 80' Yacht as we cruise around Boston Harbor enjoying a summer evening of networking.We will serve heavy appetizers and a cash bar will be available. Advance registration is required by Monday, August 17. There is a 65 person limit so register early!Time: 5:00 - 8:00 PM  *Must arrive by 4:45 PM.Investment: XPX Members…See More
yesterday
Morse, Barnes-Brown & Pendleton posted a video

Investment Banking Engagement Letters - Common Issues in Mergers and Acquisitions

M&A Deal Tips #2: M&A attorney Shannon Zollo (http://www.mbbp.com/attorneys/zollo_shannon.html) describes the investment banking engagement letter as it pert...
yesterday
Morse, Barnes-Brown & Pendleton posted a blog post

Don’t Let an Integration Clause Change Your Agreement

By Joshua E. French In most M&A transaction agreements, a clause (commonly referred to as an integration clause) is included in the miscellaneous section near the end stating that the agreement contains the entire understanding of the parties about the transaction and supersedes all other agreements and understandings. Occasionally,…See More
yesterday
Profile IconBernard Eizen, Allen P. Fineberg and Steven S. Poulathas joined Exit Planning Exchange
Monday
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
Monday
Emily High Daniels is now a member of Exit Planning Exchange
Friday
XPX Global posted a photo

XPX Philadelphia Meeting on June 17, 2015: Succession planning - Could selling a business to the employees be a viable option?

Attendees listed to Ken Baker, CEO of NewAge® Industries/AdvantaPure® & Cecilia Loftus, Vice President, Prairie Capital Advisors' presentation at the Pyramid Club. They learned about employee ownership, 1042 transactions and why an ESOP's was…
Friday
XPX Global posted a blog post

From Tom Kilgallen: "MANY WAYS TO EXIT YOUR BUSINESS"

FAIR WEATHER STRATEGIES, LLC presents the   "MANY WAYS TO EXIT YOUR BUSINESS" monthly newsletter.   The aim of this newsletter is to raise awareness that there are many ways to exit or transfer a closely held business. This newsletter links to an array of recent publicly available articles regarding the various business exit options.   For closely held business owners, which option they choose will depend on their own unique financial and personal circumstances.   Fair Weather Strategies can…See More
Friday
Chris Bond posted a blog post

Buyer’s Manual - Or: Far from the Madding Crowd of Foundation Kickers

Buyer’s ManualOr: Far from the Madding Crowd of Foundation KickersI’m proud to say the best deal I’ve ever been a part of is coming together nicely as I write this.  It’s thedream situation for me to represent – the flexible, reasonable seller, with a genuine goal of easing intoretirement over the next 12+ months, a grandchild-filled future that has already been funded throughsmart, conservative investments.  This seller, the sole owner of a niche manufacturing business, wasable to work for…See More
Jun 25
Jeremy Feinberg updated their profile
Jun 24
Jeremy Feinberg joined XPX Global's group
Jun 24
Jeremy Feinberg is now a member of Exit Planning Exchange
Jun 24
XPX Global posted an event
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XPX Boston Breakfast Meeting: Valuing Your Business for Sale or Succession at Babson College, Olin Hall, Needham-Wellesley Room

July 28, 2015 from 7:15am to 9am
REGISTER NOWValuing Your Business for Sale or SuccessionMost owners and managers operate their businesses without ever knowing:What their company is worthHow much more a strategic buyer would pay to acquire itWhat factors affect the company’s stock valueAnd whether they would be better off selling or exiting in some other fashionThis session will discuss the metrics needed to maximize company value using…See More
Jun 21
Stuart Sorkin is now a member of Exit Planning Exchange
Jun 18
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
The 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 sustainable and transferable firm.   In order to retain the title of most trusted advisor,…See More
Jun 16

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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