XPX - Exit Planning Exchange

XPX Members rely on each other for advice and connections. Our monthly Cross-Chapter Power Networking program helps spark virtual conversations more broadly across our full network and serves as a supplement to local XPX Chapter programming. Take advantage of this Cross-Chapter option if you want to meet members from other parts of the country. For this month's session, we are excited to have XPX Advisor Resource, Trivest Partners, leading our networking with ice breakers and insightful questions around private equity. Tony Hill (Principal) and Sarah Sarah Hammer (Director of Business Development) at Trivest, will be your hosts for each of the networking rounds. If you're an XPX member and interested in expanding your network, there's still time to sign up for our October session this Monday! https://lnkd.in/eDcm_UdS #xpxevents #collaboration #memberevents #networking #powernetworking #virtualevents

C. Scott Osborn served as a featured speaker at last week's XPX - Exit Planning Exchange Summit, where he shared insights into M&A market updates. Scott brings invaluable expertise in exit planning strategies for businesses and entrepreneurs to his role as President of the Maryland chapter of XPX. #featuredspeaker #exitplanningsummit #mergersandacquisitions #markettrends

XPX is growing and we're excited to have several launch teams forming in cities across the country including Cleveland. Shoutout to Jeff Parnell and Linda Olejko, CFP CEPA for leading the launch efforts for XPX Cleveland. We can't wait to see what they have planned! If you or any colleagues are interested in learning more about our emerging Cleveland Chapter, head over to our website: https://lnkd.in/gfuXef4z Thank you to our launch team including Molly Brown, Paul Carleton, Michael Fox, Rita Sherwood and Eric Wulff, CEPA. #clevelandadvisors #community #exitplanning #launchteam #xpxchapters

We’re thrilled to announce FocusCFO® as our newest addition to the XPX Advisor Resource Center! The XPX Advisor Resource Center (ARC) enhances our community by connecting our members with national organizations like FocusCFO known for their support in delivering valuable knowledge, products and tools. Founded in 2001, FocusCFO is the national leader in embedded fractional CFO services. Their mission and passion… Helping entrepreneurial leaders build sustainable, transferrable business value. They are in the business of Client Growth: Increasing Cash Flow; Reducing Business Risk; and Creating Scalable Growth. To learn more about their organization and our growing network of Advisor Resources, visit: https://lnkd.in/eHnajmT2 Michael Stier, CEPA® #businessgrowth #businessvalue #fractionalcfo #strategicpartnerships #transferablevalue #xpxadvisorresources

Our XPX chapters host a great mix of highly informative educational programs and fun, social gatherings. The XPX National Calendar gives you a full view of all upcoming events this Fall: https://lnkd.in/dz-ZhCdp Check out what's happening in your local market this week! And if you're interested in becoming an XPX member, here's a list of our chapters including those that are in formation: https://lnkd.in/e3kVyAx3 #xpxcharlotte XPX Chicago #xpxfairfieldcounty XPX Greater Boston #xpxmaryland XPX Nashville #xpxnewjersey #xpxphiladelphia #businessgrowth #casestudy #exitplanning #networking #politicalimpact #socialevents #xpxevents

Navigating the delicate conversation of business exit planning can be challenging for many entrepreneurs. Often, the prospect of stepping away from their life's work feels daunting😨 However, it’s an essential discussion that can lead to smoother transitions and greater financial and personal satisfaction down the road.  In this insightful video presentation, Laura Ferguson, VP of Partnerships & Enterprise Sales at The Value Builder System, shares her expertise and top five strategies to help business owners overcome their hesitation. She offers practical advice on initiating these pivotal discussions, making it easier for entrepreneurs to envision a future beyond their business🌅 https://lnkd.in/g7hX7XVS XPX - Exit Planning Exchange  #businessadvice #exitplanning #businessowners

Events are in full swing at XPX this week with a wide range of educational topics to enrich our community of trusted advisors across the country. Don't miss the chance to sign up for one happening at your local chapter! For a full view of our September events, visit the XPX National Calendar: https://lnkd.in/dz-ZhCdp #advisoryteam #annualsummit #businessowners #compliance #cybersecurity #economicupdate #executivecompensation #economy #exitplanning #marketupdate #wealthplanning #valuation #xpxaustin #xpxcharlotte #xpxfairfieldcounty XPX Greater Boston #xpxhartford #xpxmaryland #xpxnewjersey #xpxphiladelphia XPX San Antonio #xpxtriangle

Learn more about Rollovers as Business Startups (ROBS) as a possible funding option for entrepreneurs looking to raise capital for a new business venture. Gregory Silberman, Managing Director at Ritterband Tax and Accounting Solutions, details the benefits and process of using ROBS, a strategy that allows individuals to use (401k) retirement funds to invest in a new business without early withdrawal penalties. Check out the article here: https://lnkd.in/ecWY97S7 Gregory is a proud member of XPX Atlanta. For more helpful articles from our community of experts, visit the XPX Knowledge Exchange: https://lnkd.in/daTaEwjD #businessfunding #entrepreneurs #funding #retirement #ROBS #SMB