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XPX Videos

The videos here were produced by XPX Chapters, Members and Sponsors. 

Many of the Chapter videos also link to full-length programs for business owners and their advisors. For information on accessing the full-length programs click here.

Members: Have a video to share? Send the info to our Chapter Administrator, Angie Ellis, and we'll load it for you. Include a synopsis to increase the video search-ability!

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  • July 06, 2020 12:44 PM | Anonymous

    Video produced by XPX Maryland.

    Getting Back to Work:

    How to Effectively Communicate Who, What, Where & How to Employees, Clients & Prospects


    Restaurants and businesses are reopening, vacations are once again being booked, and everything is slowly getting back to normal, right? We can all likely agree that the outlook for the second half of 2020 is anything but "normal". But beyond safety precautions, what else do you need to consider before you reopen your doors?

    Join Kimberly Prescott of Prescott HR and Dina Wasmer of Incite Creative for an interactive conversation and proactive tips for:

    How to set and manage expectations for employees, clients, vendors, and other internal and external audiences

    • How to establish new policies and work agreements
    • How to train managers on new protocols and accountability
    • How to effectively communicate the above when teams are still dispersed
    • How to re-evaluate your value proposition and brand messaging
    • How to communicate the "new you" throughout the customer journey





  • June 29, 2020 1:58 PM | Mary Adams (Administrator)

    Program produced by XPX New Jersey

    Where To from Here?

    The New Jersey chapter is ready to support our members and their guests during a critical time for our country. We have established a virtual meeting environment to allow our members to participate safely and engage with others during this time.

    Over three months have passed since COVID-19 shocked America. After tumbling more than 30%, US stocks have recovered much of what they lost. But the economy is not out of the woods. What will pressing ‘restart’ mean for the market? Are these current market valuations justified or are they over extended? Are these same valuations levels justified in the private market as well offering owners another opportunity for an exit?

    In “Where To from Here,” Paul Robertson, Senior Investment Specialist from Bernstein Private Wealth Management, will examine what’s priced into the current market, what economic and health metrics we’re monitoring, and if these valuations are justified.

    Join us as we sort through this challenge for our business clients. We look forward to supporting our members and their clients. Please register for this highly informative event. Final information for the Zoom webinar will be sent to all of those registered

    About our speaker:

    Paul Robertson is a Senior Investment Strategist with Bernstein’s Wealth Strategies Group and a member of the Private Client Investment Policy Group. He joined the firm in 1998 as a research associate and became a research analyst in 2000. In 2004 Paul was appointed Senior Portfolio Manager and joined the Private Client Investment Policy Group. Between 2007 and 2009 he was also a member of the Alternative Investments team. Previously, he worked as a consultant for McKinsey & Co., Inc.; as a portfolio manager and quantitative analyst for Commonwealth Funds Management, an Australian funds manager; and as an economist for the Australian government. Paul earned a bachelor’s degree in economics from the University of Melbourne, a law degree from the Australian National University and an MBA from Cornell University.



  • June 26, 2020 1:21 PM | Mary Adams (Administrator)

    Program produced by XPX Chicago

    The Psychology of Leading Through the Pandemic -
    The Business Owner's Experience


    What are you feeling on the inside?

    • Typical emotional reactions in a crisis – What’s normal, and how can you use your feelings constructively?
    • Spheres of impact – Who is influencing your emotional response, what impact is it having, and how are you handling the inevitable conflicts that arise?
    • Coping Strategies – What is your default style, and how is it working for you?


    How do you appear on the outside?

    • A model for leadership during a crisis – 6 competencies that are associated with effective performance. 
    • Dealing with uncertainty – Don’t confuse action with strategy.
    • Supporting your employees’ emotional health.
    • The difference between truly leading versus just managing a response.


    Our Speaker:









    Dr. Larry Gard, Psychologist and Founder of Hamilton-Chase Consulting


    From hiring to retiring, Dr. Gard’s work centers around the concept of goodness-of-fit, ensuring that people are engaged in activities that are well-suited for their personality. He teaches firms how to refine their selection process so that hiring decisions are more accurate and the right candidates are chosen. Larry also works with late career professionals and business owners, helping them prepare emotionally for a smooth and satisfying transition to their next chapter. He is the author of “Done with Work: A dozen perspectives on the decision to retire”. Larry has been a member of XPX Chicago since 2018.

    Larry is offering a free online assessment that identifies strengths that leaders can leverage and potential gaps that could limit your success. The Leading in a Crisis assessment takes roughly 15-minutes to complete and the results are sent directly to you in 24-48 hours, along with an interpretive guide. Please contact Larry directly if you are interested in an assessment.




  • June 22, 2020 4:05 PM | Mary Adams (Administrator)

    Program produced by XPX Fairfield and XPX Hartford

    Like it not, Covid is a disruptive reality. But for savvy and proactive businesses there is an opportunity to take action to strengthen and prepare for the future as we emerge into a new normal. Our four speakers, each representing a critical business component, will present ideas for tangible steps that owners can take now to not just survive Covid, but to strengthen and thrive.


    Our Panel:


    Dick Albu, President & Founder Albu Consulting LLC

    Dick founded Albu Consulting in 1994, a strategy management consulting firm dedicated to helping its clients realize their growth goals. Having worked on a wide range of industries, his principle skill is in developing robust strategic plans and managing strategy execution. Prior to forming Albu Consulting, Dick worked as Vice President with a New York City based business development consulting group. At Nestle he held senior management positions both in the US and Switzerland. Dick’s Board of Advisor seats include the David S. Lapine Co., Center for Family Business and the Entrepreneur & Innovation Center at the University of New Haven and XPX CT Chapter.

    Stephen E. Ronan, Principal - Citrin Cooperman

    Steve Ronan is a principal and the leader of Citrin Cooperman’s Strategy & Business Transformation Practice. He is an experience professional in the theory and execution of improving business value. Steve has partnered with a range of companies, from Fortune 100 to middle-market, to develop and implement strategies that improve profitability, create scalable businesses, and strengthen customer relationships.  His projects have created over $100M in value through top-line growth and bottom-line savings. Steve’s experience includes strategic planning, process improvement, and organizational transformation.  Previously, Steve owned a boutique consulting firm and was a senior manager at Deloitte Consulting.


    John Weidner, Founder & Managing Partner  - Cornell Global LLC

    John is Founder and Managing Partner of Cornell Global LLC, a Human Capital Strategy Consulting firm. Working with various sized companies across various industry sectors, John strives to drive increased company valuation through leadership development, talent acquisition and innovative people focused programs and processes. John’s corporate career included progressively responsible positions with Price Waterhouse, Bankers Trust, E. F. Hutton, Chemical Bank and later G.E. Capital. Since leaving corporate, John has founded three management and career coaching consulting firms; Cornell Global LLC, Pierway Associates LLC and Heroes in Transition.

    John attained his Masters Degree from Boston University and a Bachelors Degree from Westminster College.


    Keith Michaelson, Family Business Advisor & Owner - The Lovins Group

    Keith Michaelson helps family businesses navigate the challenges of generational transition. With his help, families discuss the difficult issues that have been creating tension in the family and holding back progress in the business. Keith joined The Lovins Group after 25 years of experience working with business leaders in major corporations and non-profit organizations to integrate their personal growth with improvement in organizational performance. Keith’s education includes an MBA from the Yale School of Management and an MA in Marriage and Family Therapy from Fairfield University. He is a Licensed Marriage and Family Therapist (LMFT) in the State of Connecticut.



  • June 19, 2020 4:14 PM | Mary Adams (Administrator)

    Program produced by XPX Philadelphia

    In these uncertain times, business owners may desire to understand the net cash flow that could be generated from a sale of their business. When a client buys or sells a business, often the “real” dollar impacts of the deal are not readily determinable. Learn how analyzing the financial implications of a sale and the related purchase agreement language can assist in increasing cash flow to your client, often far in excess of the related fees.

    We will show how transforming the words of the deal/purchase agreement into a sale projection model:

    • Illustrates the cash flow and tax impacts of the sale,
    • Allows for proposed changes by the buyer or seller to be more readily analyzed for their impact on cash flow and tax costs, and
    • Identifies items of the deal that can be adjusted to provide a better tax or cash outcome to the client.

    Presented by Diane DeCesare, CPA and Partner, Drucker & Scaccetti, PC. Video of the program is below. Her slides are avaiable  for download here


  • June 18, 2020 5:38 PM | Mary Adams (Administrator)

    Program produced by XPX Long Island

    As we close out our Long Island Chapter for the 2019/2020 session we will circle back to our case study and finalize considerations for the family and business. You can expect to learn:

    * The journey to closing from an investment banking process

    * How to get the right results from negotiating strategies

    * Due diligence preparation and pitfalls - war stories

    *What legal documents mean and the important role they play

    Please click here to download the case study for our meeting.


    Our Speakers:

    Christine Malafi, Senior Partner - Campolo, Middleton & McCormick, LLP

    Christine Malafi chairs the Corporate Department at Campolo, Middleton & McCormick, LLP, which was recently recognized by Forbes as a Top Trusted Corporate Law Firm in America. Her practice focuses on mergers and acquisitions, corporate governance, routine and complex transactions, labor and employment issues (including sexual harassment prevention policies and training), and other business matters, as well as municipal, insurance coverage, and fraud issues. She routinely represents buyers and sellers in multimillion dollar transactions (from technology companies to manufacturers to healthcare businesses) and serves in a general counsel role for many of the firm’s internationally-based clients.


    Gregg Schor, Chief Executive Officer - Protegrity Advisors

    Gregg Schor has over 25 years of experience managing mergers and acquisitions, corporate development, legal, operations, and human resources. He has previously held senior management positions at companies that were acquired by IBM, Microsoft, and EMC, including Deputy and General Counsel, SVP Corporate Development, SVP Human Resources, and Director of European Operations. As a result, he brings a very unique perspective, having been on all sides of M&A transactions and in a variety of roles.

    Gregg received a J.D. from St. John’s University School of Law and a Diploma on International and Comparative Law for study in Russia and Poland from the University of San Diego School of Law. He also completed the Mergers and Acquisitions Executive Education Program at the Wharton School of the University of Pennsylvania.


    Jeffrey L. Bass, M.A., M.P.A. - Executive Strategies Group LLC

    Mr. Bass is CEO of Executive Strategies Group LLC, a strategic business advisory Firm serving corporate executive management and boards of directors. He also served a Nassau County Planning Commissioner and was formerly Trustee of the Incorporated Village of Great Neck, New York where he also served on the Planning Board and Board of Zoning Appeals. He is also a member of the Hamlet on Olde Oyster Bay Homeowner Association Board of Directors.

    Previously, Mr. Bass was Principal in Charge of the Strategic Business Planning and Advisory Services practice at Margolin, Winer & Evens LLP, a leading Certified Public Accounting and Business Advisory Firm with offices located in Garden City and Manhattan.


    Jeff Stern, Principal - Eagle Business Solutions

    Jeff Stern is a CPA, a Master Black Belt, and an Eagle Scout. His career spanned 30 years in Corporate America with Banks like JP Morgan Chase (nee Chemical Bank, nee Manufacturers Hanover Trust), Coopers & Lybrand, and Deloite. He has led teams from 2 to 300 in operations, product development and strategy and for the past 12 years he has been providing practical advice to business leaders and companies, in all industry segments. EBS is committed to help clients emphasize their strengths, understand their shortfalls, and to work closely with them to improve and excel.



    About XPX Long Island

    XPX is all about collaboration, learning and building relationships to serve our clients. XPX members are professional service providers who assist with business value growth, exit and succession planning, business value transfer, and business owner life and legacy. Assisting business owners through all stages of the company life cycle, XPX members put their clients first by collaborating as a team in order to provide clear, coordinated advice.




  • June 17, 2020 1:41 PM | Mary Adams (Administrator)

    When, Why and How to Obtain a Quality of Earnings Review

    Program produced by XPX New England

    Join XPX New England for an expert panel discussion of Quality of Earnings:

    • What is a QOE?
    • Who should get one – the seller or the buyer?
    • What are the benefits?
    • Can you sell your company without a QOE?

    Our panel of experts includes an accountant who prepares both buy-side and sell-side quality of earnings reports, as well as a private equity investor and commercial lender who rely on the reports to determine valuation and financing. Learn why a QOE is important and what can happen if you try to sell your company without one.

    Panelists:

    Tony Boschetto, Director of Business Advisory, KLR Outsourcing

    Dave Schneider, Partner, River Birch Partners

    Lynn Schade, Senior Vice President, Middlesex Savings Bank



  • June 12, 2020 7:55 AM | Mary Adams (Administrator)

    Progrram produced by XPX Chicago

    We all learn from each other.

    In this program, you will hear the first-hand stories of how some businesses -- in a variety of industries -- are pivoting, adapting, and changing at all levels: Changing customer services and products, altering methods and manner of operations, taking care of their people, assuring safety, and managing the supply chain.

    Please join us for a moderated discussion by a panel of business owners who have volunteered to share their experiences, and their observations of how peers and customers are making needed business pivots.

    So that we can learn, and help our clients.

    Our panel comprises: 
    Eric Chaitin, CEO - River & Odi Hospitality Group 
    Mike Halverson, President - Ramrod Distributors 
    Phil Ramos, President - Office Furniture Solutions




  • June 11, 2020 3:05 PM | Mary Adams (Administrator)

    Program produced by XPX New York 

    Using Delaware Statutory Trusts for 1031 Exchanges

    Real Estate is one of the more commonly held investments across all types of investors including many small to medium size business owners. As a result, many of the professionals within the XPX community are familiar with the concept and powerful tax benefits of 1031 Exchanges

    However, how many are familiar with a passive and potentially more efficient 1031 Exchange solution such as Delaware Statutory Trusts (DST’s)? These passive 1031 Exchange strategies will be the focus of our discussion and what XPX members will find useful when advising clients selling real estate or more specifically those selling businesses that might not want to actively manage real estate going forward.


    Meet our Speaker:

    James Child, Advisor - Third Seven Capital (TSC)

    James is currently an advisor with Third Seven Capital (TSC). TSC is an alternative investment firm in New York City and James leads the firm’s efforts in 1031 Exchange Solutions and other real estate alternatives. Prior to joining TSC, James spent twelve years with the Credit Suisse Private Bank’s Fixed Income Group. During his career at the bank he was a fixed income credit specialist and helped manage an almost $30 billion cash management business. He left the bank as a Director and holds both his Series 7 & 63. He is also a licensed NJ Real Estate Agent. James obtained his Bachelors of Science in Management from Tulane University’s AB Freeman School and his MBA from NYU’s Stern School of Business with a focus on International Finance and Economics.




  • June 10, 2020 9:44 AM | Mary Adams (Administrator)

     A Client Case Study Produced by XPX Atlanta

    Effectively preparing to sell a business requires different approaches based on the time horizon a company has prior to a transaction. Business owners should take defined actions early on, mid-way through, and even in the late stages to get ready for a buyer’s comprehensive assessment to increase their chances of a successful sale. Join our panel of experts as they illustrate practical best practices to prepare for an exit within the context of a real-world case study. 

    Video below. Click here to download the case study for the breakout discussions. 


    Moderator:


    Perry Walter
    - Senior Vice President & Investment Counselor - Capital Group Private Client Services

    Perry works directly with high net worth individuals and families to design customized plans for protecting and growing their wealth, often across multiple generations and also helps nonprofit foundations and endowments. Prior to joining Capital Group, Perry spent more than nine years as managing director at HDH Advisors, a business valuation and M&A advisory firm. Earlier in his career, he founded and managed two businesses and a venture capital consulting firm focused on the wireless, networking and data communications industry. Prior to that, Perry was a senior vice president at the Robinson Humphrey Company and an analyst at Raymond James Financial. Perry is a CFA® charter holder and has served as a director of the Southern Capital Forum for the last two years.

    Panelists:



    Michael L. Van Cise
    – Partner - Private Wealth Practice - Arnall Golden Gregory LLP

    Michael guides families and individuals of high net worth through sophisticated wealth transfer planning, federal and state wealth transfer taxation, business succession planning, charitable giving, and probate and estate administration. Michael works with family-owned and closely held business owners on business succession planning and liquidity planning. He advises clients on shareholders agreements, lifetime gifting, life insurance planning, and management and control transition. His experience also includes estate planning for non-resident aliens and international wealth transfer planning.


    Bridgette Boucha – Founder – The Betterment Project

    Bridgette is a seeker of expansion. As a CPA, former corporate CFO, she realized after 15 years in her traditional corporate career that this path no longer served her. She founded The Betterment Project with one concept in mind: Make Measurable Progress. As a profitability coach, she helps small businesses and individuals optimize their resources in order to live in greater abundance. In her most aligned state, she is enthusiastically coaching, speaking, writing, and facilitating experiences designed to elevate women who have gone through career transition and are finding light on the other side.


    James Marosek, CPA, WMBO CPA Group

    Business owners, including engineering and architectural firms, rely on James’ more than 25 years of experience with tax compliance, tax planning strategy, budgeting, and long-term planning. He recognizes that exit planning begins on day one. As a business owner focuses on the day-to-day, James understands their business and the importance of planning and preparing for the long-term, which he assists them to accomplish through his expertise and his extensive professional network.


    Thank You to our EVENT SPONSOR!



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