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Martin H. Abo posted a blog post

Use Earnouts To Facilitate a Business Sale

What happens when a buyer and a seller can’t agree on the business’s value?Click here to find out!See More
5 hours ago
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XPX Global posted an event
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XPX CT Breakfast: Benefit Corporations: A New Socially Conscious Business Strategy at Stamford Yacht Club

November 19, 2014 from 7:30am to 9:30am
REGISTER NOWNow meeting on the 3rd Wednesday of Each Month!Benefit Corporations: A New Socially Conscious Business StrategyBenefit corporations are a new approach to business, permitted in Connecticut just since October 1. Every professional advisor should be familiar with this new structure, which permits business owners to profit as with other corporations, but also to provide for benefits to the…See More
yesterday
XPX Global updated an event
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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
yesterday
XPX Global updated an event
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XPX Boston Breakfast Meeting - People Succession at Babson College, Olin Hall, Needham-Wellesley Room

November 18, 2014 from 7:15am to 9am
REGISTER NOWPeople Succession The Tell-Tale Signs of Organizational Need and Derailing Top Derailers Please join XPX as Carol Bergeron, the author of People Succession: Lessons from Forward Thinking Executives in Middle-Market Companies, shares how successful middle-market companies are proactively grooming the next generation of leaders, while reducing the risk of organizational underperformance due to job…See More
Monday
Kip D. Schaefer is attending XPX Global's event
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XPX Philadelphia Annual Member Holiday Gathering at The Pyramid Club

December 3, 2014 from 5pm to 8pm
Save the date!Registration will open soon!See More
Monday
Kip D. Schaefer is attending XPX Global's event
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XPX Philadelphia Breakfast - Save the Date! at The Pyrmid Club

November 19, 2014 from 7:30am to 9:15am
XPX Philadelphia Breakfast - Save the Date! Program TBD - Please check back.Click here to join XPX Philadelphia Membership and save $15.00 on every monthly meeting!See More
Monday
Chris Bond posted a blog post

Rework Review

You could meet Jason Fried and David Heinemeier Hansson at a dinner party and detest them both. "Man, these guys are know-it-alls," you might declare. They have a "do this, not that" manner that won't set well with those who prefer feedback served up as a warm bowlful of coddling. But guess what?Continue reading.See More
Monday
Carol L. Coughlin updated their profile
Saturday
Martin H. Abo posted a blog post

2014 Power Player Awards

I'd like to share this announcement: Philadelphia publisher, SmartCEO, is pleased to announce that Martin H. Abo, CPA has been selected as “Accountant of the Year” for its prestigious 2014 Power Player Awards.  Abo, and other highly respected professionals who were finalists, represent the best and brightest in the region — the impact players that any CEO can count on to help them grow their business.…See More
Friday
XPX Global posted an event
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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
Oct 16

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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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