Welcome to our Community Exchange! It’s designed to give you to get a quick snapshot of all the great new members, content and events at XPX- Exit Planning Exchange across our network. Please explore and click through to learn more about our members and benefit from the knowledge they share with the community. If you don’t want to miss this valuable update, subscribe to our monthly email digest.
Call Me When... We help clients increase revenue, margin, and market share through Marketing and Sales Enablement
Call Me When... you are or hear a business owner talking about their exit
Call Me When... Versatile, multi-faceted sales executive of diverse experience in retail and commercial banking. I bring a unique skillset that address change management along with banking services.
Call Me When... People are interested in understanding their core values
Call Me When... you desire guidance with you and your family's entire financial circumstance.
Call Me When... A business needs their accounting / tax records in order or is getting ready to execute buy / sell activity.
Call Me When... I am a collaborative Advisor to business owners, I am driven to reach them where they are by building personal relationships, understanding their goals and coaching them to better personal and financial outcomes.
Call Me When... You are seeking financing to buy or sell a business.
Call Me When... Any Tax, Financial Statement Assurance/Audit/Review, M&A, and Business Consulting.
Call Me When... you want to speak with a financial advisor with over 35 years of experience serving multi-generational families and family-owned business owners
Call Me When... A client is looking to increase the performance of their business financially and operationally.
Call Me When... you have questions about Cybersecurity + InfoSec best practices and compliance.
Call Me When... Due diligence (Quality of Earnings), structuring transactions for minimum tax impact, international tax issues, valuation, IT due diligence
Call Me When... a business owner is considering a succession plan that aligns with their holistic financial plan for their family.
Call Me When... you and your clients are looking for ways to maximize the impact of their philanthropy
Call Me When... looking for tax-advantaged real estate solutions. This includes 1031 Exchange input, Opportunity Zone input, or solutions that are complementary (i.e. other tax mitigating strategies).
Call Me When... Companies (family or sponsor owned) are seeking debt or pref equity capital
Call Me When... Executive or Professional Search / Recruiting ; Consulting on Talent Acquisition/ Team and Board Build; Executive Coach
Call Me When... A business needs Credit, Treasury, Merchant Services, Trust, RE, SBA
Call Me When... business owners seek actionable intelligence regarding ESOPs, M&A, growth capital, and valuation.
Call Me When... You need to buy or sell low mid market businesses, franchise development opportunities or executive coaching.
Call Me When... You are seeking wealth advisor who is an expert in financial planning and investing for business owners and is a Certified Exit Planning Analyst.
Call Me When... when your business needs seasoned marketing guidance through sophisticated transactions to refine strategic direction, strengthen brand coherence, and secure a competitive market position
Call Me When... You or your client is ready to discuss ways to design and live their best life before, during, and after the sale of their business.
Call Me When... a family business you know of needs help with Strategy, Leadership, Family Dynamics/Governance, Transition or Financial Gaps
Call Me When... Visual analytics are needed for company growth or data room / due diligence
On February 21, 2024, the National Labor Relations Board (“NLRB”) ruled that Home Depot violated the National Labor Relations Act (“NLRA”) by terminating an employee who refused to remove the hand-drawn letters “BLM” (Black Lives Matter) from their work apron. This employee was one of several employees who concurrently drew BLM on their work aprons….
Program produced by XPX South Florida. Our Speaker: James F. Higgins, Jr.Managing DirectorPilot Hill Advisors LLC Jim Higgins is a co-founder of Pilot Hill Advisors LLC where he specializes in designing, financing, and executing internal buyout transactions for privately held companies utilizing an Employee Stock Ownership Plan (“ESOP”) structure. Jim has advised over 175 companies…
In our prior article, the details of the new test for determining who is an employee and who is an independent contractor was laid out click here. As of last week, that rule is effective. Now clients are asking how we got here and what comes next. Here are our thoughts. Effective March 11,…
Starting with the End in Mind – webinar for business owners and buyers May 16 at 1PM (EDT) If you have the following questions, this webinar is for you! How do I strategically think about my end game? In other words, how do I figure out what game I am playing? What makes a business…
XPX is a multi-disciplinary community of professional advisors who work collaboratively to help owners build valuable businesses and assist them in preparing and executing a successful transition. Our members have specific areas of expertise as well as a holistic understanding of the breadth of challenges an owner faces throughout the stages of the private company life cycle.
We are unique in that we are the only open advisor network in the private company/business value transfer market. This means that we do not advocate a single approach or vendor. Instead, we endeavor to be a place where all advisors, owners and vendors can interact and collaborate. Each XPX Chapter is a locally-controlled non-profit organized by national and regional leaders in the private company market.
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