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XPX Philadelphia Meeting on Oct. 15, 2014

Program: VALUE? VALUE TO WHOM?Speakers: Marty Abo (At Podium), Abo & Company, Michael Mufson, Mufson, Howe, Hunter & Company, LLC, and Frank Merenda, EAC ValuationsOur monthly meetings are held the 3rd Wednesday of every month except July.…
Daniel M. Sell, SPHR is now a member of Exit Planning Exchange
Andrew N. Karlen joined XPX Global's group
Andrew N. Karlen shared a profile on Facebook
Andrew N. Karlen updated their profile
D. Michael Reid posted photos
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
Profile IconKathy Davis, Allan HIrsh, Jeremy Reed and 1 more joined Exit Planning Exchange
Mary Adams updated their profile
XPX Global posted an event

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
XPX Global updated an event

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
XPX Global updated an event

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
Kip D. Schaefer is attending XPX Global's event

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


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Blog Posts

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

Banned Words

Posted by Chris Bond on September 25, 2014 at 2:49pm 0 Comments

MOVIN' ON------

Posted by XPX Global on September 25, 2014 at 1:59pm 0 Comments




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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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