Program produced by XPX Atlanta. 

There is a Better Way

The XPX way. We'll be kicking off the new year with our first event -- "How to XPX."  Get ready for an adventure of guiding a "client" through the rapids and eddies of getting him and his business on the market to sell, warts and all.  Unlike other trusted advisors, we'll all work together through the coming year -- collaboratively -- the XPX way -- as we help our owner navigate the waters of practical business realities and the turbulence of the all-too-human factors that come into play. Experience real-life situations ripped from the headlines of true exit planning dramas.  Put on your PFDs and join us!

Program produced by XPX New England. 

When Advisors Collide 

Going through a deal is stressful, and business owners rely on their professional teams to navigate the process. But what happens when those advisors don’t see eye-to-eye? Join our next panel event, “When Advisors Collide” for an interactive discussion on what to do when your clients are receiving conflicting guidance, complete with examples and tips you won’t want to miss.   

Our Speakers:

Kathleen Henry, Corporate and Transactions Attorney, Nutter

Moderator

Kathleen R. Henry is an associate in Nutter’s Corporate and Transactions Department, and a member of the firm’s Mergers and Acquisitions and Private Equity practice groups.Kate provides legal counsel to corporations, LLCs, limited partnerships, and other entities on a wide range of issues, including formation, corporate governance, mergers and acquisitions, and venture capital and angel financing transactions. Kate assists clients throughout the lifecycle of their business, from business growth and financial development to the realization of a successful exit or recapitalization. Kate also assists financial institutions with corporate and regulatory issues, as well as reorganizations, acquisitions, and private placements.  

Most recently, Kate was part of the Nutter team that represented Eastern Bank in its historic $1.8 billion IPO.

Jennifer Wolfsberg, Managing Principal, Centerpoint Advisors

Panelist

Jennifer, manages the overall client and family planning needs and thrives on the synergistic coordination and collaboration of the Centerpoint team with client’s other advisors and professionals. These include but are not limited to their CPAs, estate, divorce and corporate attorneys, and insurance professionals. Her macro view for big picture needs solidifies the complete vision that keeps high net worth families on track to achieve their goals during, throughout, and beyond the journey of the deal.

Ed Pendergast, Managing Director, Dunn Rush & Co.

Panelist

Ed works across a number of industries helping owner-managers increase their company’s value. He has done this throughout his career as an investment banker, CPA, corporate financial consultant, business valuator, CEO, Director, arbitrator and mediator, and a faculty member for the National Association of Corporate Directors’ (NACD) Board Advisory Services. Ed has been an advocate for emerging businesses with a special emphasis on working with closely held and family businesses.

Program produced by  XPX Long Island.

Case Study Session 2 

In our second case study discussion we will have a live owner-engagement session with Dr. Matthew Kerzner, Director of EisnerAmper’s Center for Family Business Excellence. Matthew will walk us through navigating how emotions can be removed before they takeover so management can succeed into and beyond an exit. What you will learn:

• What it takes to assist a family or closely held business in transitioning
• How to facilitate management development to support an exit strategy
• What role the strategic plan plays in helping management build a roadmap for success

CLICK HERE TO DOWNLOAD THE CASE STUDY FOR THE MEETING.

Meet Our Speaker:

Matthew Kerzner, Ph.D.
Business Psychologist & Family Business Advisor
Center for Individual & Organizational Performance

Matthew Kerzner, Ph.D., is a Business Psychologist and Family Business Advisor in the Center for Individual and Organizational Performance within the Private Business Services Practice. He has a 25 year plus experience in organizational development with a specialization in assisting family businesses and closely held businesses with addressing transition, financial stability and sustainability, and human performance management matters. Currently works with clients developing a strategic plan that acknowledges the issues and dynamics of both the family and the business in order to develop succession plans that prepare the next generation leaders to succeed.

Program produced by XPX DC Metro.

The State of Exit Planning in 2021

Despite the challenges and turbulence of 2020, the Exit Planning/M&A market has remained very active. Some industries have been significantly affected, while others have remained virtually untouched. In many cases, we have had to adjust our business practices, while still relying on the fundamentals. As we enter into the new year, please join us as Scott Snider, President of the Exit Planning Institute (EPI) gives us his perspective of what to expect, what might change and the fundamentals that remain the same. 

Our Speaker:

Scott Snider, Vice President - Exit Planning Institute (EPI) & Operating Partner of Snider Premier Group

Scott Snider is the Vice President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe. He leads his EPI Global team from the Cleveland headquarters office.

Program produced by XPX South Florida.

From Olympian to Entrepreneur

through Covid

Panel discussion with former Olympic swimmer Kara Lynn Joyce - successful entrepreneur whose business pivoted and evolved during COVID. Our speaker will be interviewed by Cejih Yung, sport agent to multiple Olympic athletes and CEO of CG Sports Management Co. Watch this quick video of Kara.

Our Speaker:

Kara Lynn Joyce is a 4-time Olympic medalist and a 3-time Olympian (2004 Athens, 2008 Beijing, 2012 London). Her athletic journey has been captured by a documentary film “Touch the Wall” with her co-star and teammate Missy Franklin. Since retiring from swimming, Kara has been a sought-after speaker, broadcaster, event emcee and mentor. In 2017 she became the Founder & CEO of LEAD Sports Company. Kara has been a keynote speaker for corporations like Starbucks, Liberty Mutual, Twitter and more.

Program produced by XPX New Jersey.

Success Stories for 2020 from the Business Community

The New Jersey chapter is excited to continue our programming year with another thoughtful and insightful meeting. Our chapter is growing and welcoming professional advisors who help business owners plan for a successful exit. As we continue to examine many of the different planning considerations and decisions an owner needs to face, our members participate in this interactive discussion. We welcome your attendance at our next meeting.

We can all agree that 2020 has been a challenging year for the entire country. With the local business community facing challenges that were unthinkable, operators need to adapt and adjust to survive and maintain their organizations. The list of challenges is long. Equally many businesses were able to adapt quickly and adjust to operate in this new environment.

At this month’s discussion we will hear a few success stories from 2020 and learn insight we can share with our clients. Businesses that were able to adapt and adjust their operations to transition from surviving to thriving. Please join us as we welcome Dale Caldwell, Executive Director of the FDU Rothman Institute of Innovation and Entrepreneurship, and Mitch Cahn, President of Unionwear, a Newark NJ based textile manufacturing company.

Our discussion will address some of the challenges business owners faced this year, and how they navigated around and over them to continue moving forward. Also, what adjustments made in 2020 will be permanent for an organization.

This highly interactive session will allow for participation by attendees in a collaborative format. As an association of experienced advisory professionals for business owners and their companies, we are all focused on delivering the highest level of subject matter expertise to our clients and we would value your expertise and insights. We invite you to join us for this exciting event and for the entire series this year! Please register for this highly informative event. 

Program produced by XPX New York.

What does Covid-19 Mean for Valuation in your Community Heading into 2021?

Using data from multiple resources, our guest speaker, Sean Hutchinson, addresses the potential for one of the biggest economic disruptions in history and makes the case that cities are standing on what he refer to as a “burning platform” — but may not know it. According to recently gathered estimates, there are approximately 3.5 million boomer owned/operated businesses in the US, employing an estimated 72,000,000 full-time workers. The total enterprise value of these businesses is approximately $13-15 trillion. As point of reference, the enterprise value of baby boomer owned businesses is five times greater than the market value of Amazon, Apple and Google, combined.

Our Speaker:

Sean Hutchinson / Partner, RFN Global

Sean Hutchinson, CEPA CMAA - Sean is an entrepreneur who has worked with other entrepreneurs and business owners to help them define and achieve their ideal business outcomes. As one of the founders of RFN Cities, Sean is focused on helping communities and their privately held businesses to achieve successful transition outcomes. When businesses are more prepared for a successful transition, community stability improves and wealth is preserved and re-invested. Sean is determined to make sure these changes ensure long-term continuity of communities and the prosperity of the people who live there.  Sean sees his work as transformational, not just transactional, and it all comes down to getting business owners ready for next!

Program produced by XPX San Antonio.

Year-end Planning from a Human Resources Perspective

Our Speaker:

John Seybold – SPHR, SHRM-SCP, CCP – Market Manager, San Antonio, Employer Flexible

My team and I help executives solve employee related problems. With almost 30 years of HR leadership, I help my clients efficiently manage employee issues, Department of Labor compliance, and engagement programs. We work with our clients to understand their HR challenges and find solutions to meet their goals. Our company's primary offerings are Outsourced HR Administration on a Professional Employer Organization (PEO) platform. Our services help business owner’s lower costs, raise employee engagement and lets owners sleep better at night.

Program produced by XPX San Antonio.

Year-end Planning from a Tax Perspective

Our Speaker:

Kimberly C. Ford - President, theKFORDgroup

Kimberly C. Ford is president of theKFORDgroup, a leading CPA firm. She has served as a leading tax expert for more than 30 years. Her areas of specialty include tax, accounting, financial and estate planning. She provides direct financial counsel to business owners across South Texas, assisting them in making crucial decisions for success.

In addition to her designation as a Certified Public Accountant (CPA), Kim is also a Certified Valuation Analyst (CVA) and a Master Analyst in Financial Forensics (MAFF), both of which are awarded by the National Association of Certified Valuators and Analysts. She performs business valuations and forensic investigations while working closely with attorneys to analyze complex financial situations and provide expert testimony in the courtroom.

Program produced by XPX Atlanta.

2020 Wrap-up and Preparing for 2021

The Economy, Stress, and your Brand / Messaging. A non-political update on the economy, expert advice on business owner stress and best practices on messaging for 2021 realities. How to prepare your practice and guide your clients. Join Moderator Roxann S. Smithers; panelists Jeff Armacost, Iris Grimm and Ioana Martin for a fascinating assessment of 2020 and practical ideas for you and your clients as we move into 2021.

• Economy: What happened in 2020 and what to expect in 2021 to make business decisions.
• Brand: Branding is always critical. How do owners address the realities of 2020 in their messaging in 2021 (COVID, shorter hours, health concerns, staff in and out with COVID…)?
• Stress: COVID put dramatic pressure on all of us – business and personal. How can the owner reduce his or her stress and their team’s stress to improve productivity?

Our Panel:

Roxann Smithers  - Smithers + Ume-Nwagbo, LLC

Roxann Smithers is a Founder and Managing Member of Smithers + Ume-Nwagbo, LLC. Roxann has a passion for working with entrepreneurs and small business commercial litigation, premise liability, construction, contract review/negotiation, and general counsel services, in various state/federal jurisdictions. A Super Lawyers Magazine 2012, 2014-2016 Georgia Rising Star, Roxann Smithers and S+U team with the Access to Captial for Entrepreneurs, SBA and Club E Alanta to educate entrepreneurs.

Jeff Armacost - Whole Brain Brands

For 20+ years I’ve guided successful, standout brand development for hundreds of companies and organizations of all kinds. I get in close with my clients, get up to speed fast, listen well, and distill the powerfully simple story and branding that presents them in the best possible way.

Iris Grim - Master Performance, Inc.

Iris Grimm is an internationally known professional coach, facilitator, and trainer. For over 20 years, she has supported leaders in various roles who want to get more out of themselves, their lives, and their teams.

Her extensive knowledge, experience, and passion for self-mastery, optimal performance, and leadership allow her to create customized programs that fit tight schedules and various styles.

Ioana S. Martin, CFA - Executive Director Investment Specialist

Ioana Martin (pronounced “Yo-ah-na”) is an Investment Specialist with the J.P. Morgan Private Bank in Atlanta. In her role, she is responsible for the construction, implementation, and oversight of portfolios for institutional and ultra-high net worth clients throughout the Southeast.

Most recently, she was co-Manager of the JPMorgan Ultra-Short Income ETF, an active fund focused on providing current income while seeking to maintain a low volatility of principal. Ms. Martin spent 10 years at J.P. Morgan Asset Management in New York as a fixed income portfolio manager, overseeing more than 7 billion in assets for clients. She started her career working part time for Watson Wyatt, an actuarial company in Atlanta.