XPX is a community of trusted advisors to privately-held businesses and their owners.



  • Add Videos
  • View All

Thanks to all who contributed to and participated in the XPX Boston Summit 2015!

Summit Keynotes




Enter your email address and select your area of interest


Latest Activity

XPX Global updated an event

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
ONLINE REGISTRATION IS CLOSED, BUT WE WILL ACCEPT WALK-INS AT THE DOOR.Valuing 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 case studies involving three…See More
21 hours ago
Jan Ridgely updated their profile
Craig James updated their profile
Ricardo Albu posted a blog post

6 Guiding Principles to Successful Strategy Management

It is a well-documented fact that 80% of strategic plans fail to realize their value. If you’ve invested in developing a strategy and wondered why it is not producing the results you expected, you might consider some of these guiding principles to put you back on track.Undoubtedly, developing and executing strategy (Strategy Management) can at times be quite frustrating, where obstacles seem to constantly get in the way of success. Over our 20+ years as strategy consultants working with middle…See More
XPX Global posted photos
Robert G Morlock, CPA, CExP posted a photo
Jul 22
Profile IconRobert G Morlock, CPA, CExP and Elijah Dornstreich joined Exit Planning Exchange
Jul 21
Elijah Dornstreich updated their profile
Jul 21
XPX Global updated an event

XPX Philadelphia Members Only Summer Social Event at Yards Brewery

July 22, 2015 from 5pm to 8pm
XPX Philadelphia Members join us for a Member’s Only CelebrationHappy Hour! Wednesday July 22th 4:30 to 7:00pm Yards Brewery 901 N. Delaware Ave Philadelphia, PA 19123Includes Open Bar and brewery tour!…See More
Jul 21
XPX Global added 9 pages to the group XPX NY Metro


NY Metro HOME | ABOUT | BOARD | KNOWLEDGE NETWORK | GET INVOLVED Get Involved (TAB) Launch: Attend an XPX NY Metro event  (UPCOMING Event)  Join our Business Owner “ Knowledge Network” 
Jul 17
XPX Global updated an event

XPX CT - Summer Evening Networking Reception On The Water at Shore and Country Club

July 16, 2015 from 5:30pm to 7:30pm
Summer 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 Spring/Summer program season to make new contacts, expand your network and grow your business through XPX.Join…See More
Jul 15
XPX Global posted a Chapter
Jul 15
XPX Global posted a blog post

From Wendy Merrill: Loosening the Grip

Life-Saving Words of Wisdom for those who are "next in line"---One of the biggest stumbling blocks to effective succession planning is the current ownership’s deathly fear of losing control.  Those who are next in line might be well-situated to take the reins but unless the current management’s need to feel as though they remain in control is met, inertia is inevitable.  Continue reading....See More
Jul 14
Morse, Barnes-Brown & Pendleton posted a blog post

MBBP Attorney John Hession To Speak At MIT Summer Start Smart Class

July 13, 2015 kicks off the Summer Start Smart Class series held at the MIT Enterprise Forum which will run through August 10, 2015.Designed for start-up and early stage technology entrepreneurs, Start Smart Classes will feature topic experts discussing steps…See More
Jul 10
XPX Global updated an event

XPX MD Evening of Cocktails, Networking & a Live Performance at Joseph Meyerhoff Symphony Hall

May 27, 2015 from 5:45pm to 10pm
REGISTER NOWThe BSO and XPX have teamed up to present a night of networking, food & beverage, and movie music.  Our guest speaker will be John Verdon, BSO Vice President and Chief Financial Officer who will share with the group the business of running a world class orchestra in today's economy. John T. Verdon is a Certified Public Accountant and boasts more than 30 years of experience as a financial…See More
Jul 8
XPX Global posted an event

XPX MD 2nd Annual Brew-Net Fest at Heavy Seas Brewery Hall

August 11, 2015 from 5:30pm to 8:30pm
REGISTER NOWPlease join XPX Maryland for the second annual Brew-Net Fest at the Heavy Seas Brewery! Enjoy a sampling of ales, a tour of the brewery, and networking with colleagues. This event is a unique opportunity to connect with colleagues, create new relationships and celebrate the summer. See More
Jul 8

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

© 2015   Created by XPX Global.   Powered by

Badges  |  Report an Issue  |  Terms of Service