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Outsiders Review

Posted by Chris Bond on November 14, 2014 at 1:00pm 0 Comments

Five Bookkeeping Blunders to Avoid

Posted by XPX Global on November 4, 2014 at 7:00am 0 Comments

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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Richard A. Baron, Global Medical- Speaker at XPX Philadelphia Meeting on November 19, 2014

Richard A. Baron of Global Medical speaks about Selling to Strategic Buyers at the XPX Philadelphia meeting on November 19, 2014.
17 hours ago
XPX Global posted blog posts
19 hours ago
Laura Kevghas updated their profile
Wednesday
Ben F. Wells is attending XPX Global's event
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XPX DC Metro - Taking Care of Business: Coordinating your Business and Estate Plans at Timpanos Chophouse

November 20, 2014 from 7:15am to 9am
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
Tuesday
Jeff Fraley joined XPX Global's group
Tuesday
Bob Siwicki is attending XPX Global's event
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XPX Philadelphia - Selling to Strategic Buyers at The Pyrmid Club

November 19, 2014 from 7:30am to 9:15am
REGISTER NOW“Note change in speakers”XPX Philadelphia Breakfast - Selling to Strategic BuyersStrategic buyers, particularly public companies, seek to grow and expand by acquiring businesses with which they compete or which have complementary products and services.  These buyers are often led by sophisticated, experienced teams whose sole job is to identify, vet and acquire companies which will create…See More
Tuesday
Jeff Fraley updated their profile
Tuesday
Jeff Fraley posted a photo
Tuesday
Jeff Fraley is now a member of Exit Planning Exchange
Monday
XPX Global posted an event

Business Transition from the Advisor's Viewpoint at Rolling Road Golf Club

November 16, 2014 from 8am to 10am
REGISTER NOWOptions, Challenges and OpportunitiesThis will be a moderated panel discussion featuring:Brooke Tucker, Managing Director, Tucker and MeltzerRick Monfred, Bernstein Global Wealth ManagementPatrick Ring, Managing Director, …See More
Sunday
XPX Global added 2 discussions to the group Chapters Leadership Collaborative
Nov 14
Chris Bond posted a blog post

Outsiders Review

The winner of the dubious honor of following Decisive (reviewed rather…See More
Nov 14
Sidney A. Jaffe joined XPX Global's group
Nov 13
Sidney A. Jaffe updated their profile
Nov 13
Sidney A. Jaffe is now a member of Exit Planning Exchange
Nov 13
XPX Global updated an event
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XPX Philadelphia - Selling to Strategic Buyers at The Pyrmid Club

November 19, 2014 from 7:30am to 9:15am
REGISTER NOW“Note change in speakers”XPX Philadelphia Breakfast - Selling to Strategic BuyersStrategic buyers, particularly public companies, seek to grow and expand by acquiring businesses with which they compete or which have complementary products and services.  These buyers are often led by sophisticated, experienced teams whose sole job is to identify, vet and acquire companies which will create…See More
Nov 13

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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