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Latest Activity

Jalal John Azar is now a member of Exit Planning Exchange
Friday
Ricardo Albu posted a blog post

AlbuonStrategy Newsletter

4 Ways to Overcome Strategy Execution RoadblocksDoes this sound familiar to you?  You’ve held your strategic planning meeting with your management team late last year, identified key strategic projects, assigned responsibilities and you were off and running.  Everyone was on board, or so it seemed.  What’s happening?  Why are we not making any progress against these projects that are critical to our long term strategic objectives?  If this is familiar to you, don’t be surprised. You are not…See More
Friday
Chris Bond posted a blog post

The Monthly Book Report

The Monthly Book Reportbrought to you by Murphy BusinessI read Socialnomics this month because my financial planner recommended it, and he's a really clever digital marketer in an industry regulated at such an absurd level that it's illegal in…See More
Friday
XPX Global updated an event
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XPX MD - Exit Planning & The Role of the Quarterback at Rolling Road Golf Club

April 17, 2015 from 8am to 10am
REGISTER NOWAccording to a PwC survey, three out or four business owners “profoundly regretted” their decision to sell their business within one year of the transaction. Most, in retrospect, say that inadequate planning was the root cause of their regret. Three of our members who focus on assisting clients develop ownership transition plans will discuss what is involved.Learning objectives:What is an…See More
Tuesday
Morse, Barnes-Brown & Pendleton posted a blog post

MBBP 2015 M&A Series

Join us for this 3-Part Series!Save The Date for the 1st event of the MBBP 2015 M&A Series. Mark your calendar for a lively, interactive discussion on the state of the M&A market with a panel of industry experts.  The May 15th event will feature investment bank panelists with a deep knowledge of industry sectors including medical device and defense/aerospace.  Breakfast and networking included. Ready to Register for May 15th? Good idea! Space is limited!…See More
Tuesday
XPX Global posted an event
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XPX MD Exit Planning & The Role of the Quarterback at Rolling Road Golf Club

April 17, 2015 from 8am to 10am
REGISTER NOWAccording to a PwC survey, three out or four business owners “profoundly regretted” their decision to sell their business within one year of the transaction. Most, in retrospect, say that inadequate planning was the root cause of their regret. Three of our members who focus on assisting clients develop ownership transition plans will discuss what is involved.Learning objectives:What is an…See More
Mar 23
John Reim joined XPX Global's group
Mar 20
John Reim is now a member of Exit Planning Exchange
Mar 20
XPX Global posted a video

2015 XPX Summit: Harpoon Brewery Talks ESOP

Charlie Storey and Warren Dibble of Harpoon Brewery to speak at the 2015 XPX Summit on Employee Stock Ownership. Register for the event: http://bit.ly/1B3c5Ir
Mar 20
Kathy Davis posted a blog post

How Do You Delegate?

You are the leader of your organization. Consequently, delegation is a task you’ve probably learned to incorporate into your daily routine. Delegation of tasks to teammates enables us to focus on the higher level activities, but in essence allows us to realize our vision for ourselves and others within the organization.As the managing partner of my firm, I’m known as the ultimate delegator. (That was true even when I was a staff accountant). So is it a skill you naturally have or is it a skill…See More
Mar 20
XPX Global updated an event
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XPX CT - CT FFI Study Group Meeting: XPX CT Panel at The New Haven Lawn Club

March 26, 2015 from 8am to 10am
Registration is closed. NO WALK-INS ALLOWED!CT FFI Study Group Meeting: XPX CT Member PanelThe Connecticut Family Firm Institute welcomes four Board Members of the CT Chapter of the Exit Planning Exchange for a panel discussion on Planning for a Successful Exit while encompassing a multi-disciplinary approach.Panelists Michael Clear, Partner, Wiggin and Dana and XPX CT Secretary Bill Conron, Partner, Citrin Cooperman and XPX CT Sponsorship Co-Chair Ramsey Goodrich, Partner and Managing…See More
Mar 20
D. Michael Reid is attending XPX Global's event
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XPX MD Power Networking at Rolling Road Golf Club

March 20, 2015 from 8am to 10am
REGISTER NOWThis event is back by popular demand!  Last year's Power Networking session was such a success we are doing it again.In addition to enjoying a full breakfast, participants at the March Business Growth meeting will each have two minutes, in a round-table format, to present their expertise, to explain their vision for collaboration and describe the type of business opportunities that interest them…See More
Mar 18
Profile IconKeith Dee and Brian MacMillan joined Exit Planning Exchange
Mar 17
Brian MacMillan joined XPX Global's group
Mar 17
XPX Global updated an event
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XPX Boston Breakfast Meeting: Avoiding The Danger Zone at Babson College, Olin Hall, Needham-Wellesley Room

April 28, 2015 from 7:15am to 9am
REGISTER NOWManaging the Gap Between Sales and Cash Avoiding The Danger Zone The risk-takers of our society are the owners of closely held companies. They are the reason our economic society works. They employ the largest number of salaried employees in our country. They feel the truthfulness of the old adage, “It is lonely at the top.” They sometimes wonder if anyone will ever understand them, their goals,…See More
Mar 16
Louise Phipps Senft posted a blog post

Transformative Mediation: Transforming the Adversarial Ethic, American Bar Association, Experience Magazine

Before sharing with you important information about transformative mediation, first let me share with you that I left the practice of litigation 21 years ago to found a firm built on mediation and the promotion of peaceful, cost-effective, and sustainable resolutions though quality dialogue. It isn’t only my business, it’s my mission and the mission of our team at my firm, Baltimore Mediation. We believe in the transformative power of quality dialogue. We believe in the restorative power of a…See More
Mar 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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