XPX - Exit Planning Exchange

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

Please join XPX Greater Boston at our first fall event! Navigating Uncertainty - Economic and Political Futures in a Post-election America. Register here ... https://lnkd.in/e5xJzXM3 David Poulin, CIMA? CPWA?, William R. Rodgers,Gregory Rush,Greg Romero,Gabrielle Jenkins,Rudy Scarito,Trammel Martin, CFP?,Jeff Rolke,Matthew C. Slaney, CFA,Joshua French,Mark Diebus,Armen Krmzian,Kenneth Segal,Angie Ellis

Looking for an opportunity to enjoy the last days of Summer with other advisors in your community? Take a look at what's happening at #xpxevents this week! https://lnkd.in/dz-ZhCdp Atlanta and Chicago members, don't forget to sign up for September Power Networking before September 1st. XPX Atlanta #xpxaustin XPX Chicago XPX Nashville #businessvalue #exitstrategy #memberevents #socialevents #networking

Helping clients plan for their business exit is one of the most challenging yet rewarding aspects of advisory work. Emotions and uncertainty can often complicate the process, but with the right approach, you can guide clients through this transition smoothly. In his latest article, XPX Chicago member, Larry Gard (Consulting Psychologist for Done with Work Retirement Coaching and Consulting) shares 12 essential questions to help you build rapport and explore client concerns. He also provides some practical tips on navigating the emotionally challenging questions that inevitably arise as part of the discovery process. If you're looking for ways to strengthen client relationships during critical transitions, dive in to the full article: https://lnkd.in/ev7Rj9Xn #advisorclientrelations #advisoryrelationship #businessowners #businesspsychology #exitplanning #exitstrategy

Jamie Elias (Managing Partner) and Amir Mirheydar (Partner) of Trivest Growth Investment Fund share how private equity, specifically non-control investments, play a unique and important role in the exit journey of founder-owned businesses. We were delighted to have them as keynotes at XPX Next! To learn more about Trivest Partners and TGIF (Trivest Growth Investment Fund), visit the XPX Advisor Resource Center:?https://lnkd.in/eVgSczJb You can view the full keynote on the XPX Knowledge Exchange: https://lnkd.in/eQMkZ_eM Ryan Parker Tony Hill #xpxnext #advisorresources #businessowners #founderownedbusiness #keynote #privatecompanies #privateequity #noncontrolinvestments #virtualconference