Program produced by XPX Chicago.

Building Culture Moving Forward

Meet Our Speakers:

Jill Chapman
Senior Performance Consultant
Insperity

Jill Silman Chapman is a Senior Performance Consultant with Insperity Traditional Employment Solutions. She holds a Bachelor's degree in Journalism from The University of Texas at Austin, a Master's degree in HR Management from Tarleton State University, SPHR and SHRM-SCP certifications, and has 25+ years' experience in the HR and recruiting industry.

Randy Fisher
Senior Strategic Manager,
Insperity

Randy Fisher, Senior Strategic Manager, leads a team focused on working with companies and investors in the Capital Growth ecosystem to grow and scale businesses by providing the essential HR resources, improving infrastructure for operational credibility, and help to increase valuation momentum. Mr. Fisher recently earned his Middle Market Professionals Certificate (ACG – Global), along with his previously earned bachelor’s degree in Marketing, and master’s in Business Administration.

Program produced by XPX Charlotte.

Meet XPX Charlotte

Join on a Zoom call with leaders of XPX Charlotte to:

• Understand our mission / purpose;
• Learn how XPX is different from other organizations;
• Hear from current members why XPX is important to them;
• See our full collection of educational events, socials and other networking programs.

Program produced by XPX New York.

The Power of Culture and its Impact on Business Valuations

Businesses are challenged now more than any time in history. This session will focus on how a dynamic business culture supports and sustains growth, enhancing business valuations.

Our Speaker:

Rochelle Lisner
Founder
Dynamic Business Growth

Rochelle Lisner, through her firm Dynamic Business Growth, works with companies that have reached a level of success and are seeking to amp and ramp that up further on their growth trajectory; whether it be staffing increases; revisiting operations , and improving existing processes, and more. Success depends on how owners scale themselves and key employees, along with developing a culture that can implement the vision and mission of the organization.

Since 2007, Rochelle has worked shoulder to shoulder with corporations and entrepreneurs to resolve their sales, internal communications, and business growth headaches. The result: profit and peace of mind.

Program produced by XPX Atlanta.

How to XPX: Our Case Study Continues- 
What Should Sam Do to Improve Sales?

Our "owner" Sam McGraw has been on quite a journey since January. Join us for a new angle on helping Sam grow and build value as he works toward a sale.

Why Join Us?

• New and interesting ideas to implement and share

• Keep up to date on building value, exit and succession

• Our unique, curated roundtable format

• Gain an appreciation of the power of the XPX Advisor Principles!

Program produced by XPX Charlotte.

Welcome and intro to the why and what

of exit planning

Join us for this virtual educational event. We will cover:

• An overview of the stages and tracks that comprise effective exit planning.
• Why is comprehensive exit planning important to achieving optimal outcomes for owners and their business?
• Introduction to the ‘XPX Way’ of collaboration amongst exit planning practitioners.
• Provide an opportunity to meet and interact with fellow chapter members in small breakout groups.
  
  

Speakers:

Michael Stier
Area President – Carolinas FocusCFO
XPX Charlotte Launch Committee Member & Events Chair

Michael is a board member for XPX Charlotte and the leader of the education events committee. Additionally, Michael is a Certified Exit Planning Advisor (CEPA®)

In his role as Area President with FocusCFO, Michael ties in his team of CFOs to work with entrepreneurs/ business owners throughout the Carolinas / Metro Charlotte area. As the #1 CFO services provider in the Southeast and Midwest, FocusCFO focuses on increasing cash flow from operations, reducing risk, building business value and helping our clients prepare for a future transition/ succession.

Previously, Michael was a business owner/ entrepreneur who has been through the entire owner’s lifecycle. Concluding in a successful exit via a strategic sale.

Andrew Kittelson
Senior Vice President - UBS Financial Services
XPX Charlotte Founder & Sponsorship Chair

Program produced by XPX DC Metro.

Estate Planning Strategies for 2021

The sale of a business creates financial and estate planning opportunities and challenges. For many years, planners have enjoyed the increased (currently $11.7 Million) exemption, however legislation is being discussed that would drastically lower that exemption. This significant change will require new strategies to reach the financial goals our clients may have. As advisors, we want to be aware of tools and strategies available.

As a Principal at Stein Sperling, Micah Bonaviri advises individuals and business owners on asset protection, succession planning and charitable gift giving to maximize their ability to reach their financial goals. Please join us as Micah explains the changes and offers valuable insights and strategies to more effectively serve our clients in this new tax planning environment.

Our Speaker:

Micah Bonaviri
Principal
Stein Sperling

Micah advises individuals, families, and small business owners regarding their estate planning needs. In particular, Micah concentrates his practice in the areas of asset protection, succession planning, and charitable gift planning techniques, as well general estate and trust administration. Recognized as a Rising Star by Super Lawyers Magazine and Bethesda Magazine, as well as a Top Financial Advisor by the Washingtonian, Micah takes pride in establishing the kind of close relationships that allow him to build individualized and effective estate plans that give his clients peace of mind. By working closely with his clients throughout the various stages of their lives, Micah helps them anticipate and manage their changing goals, family circumstances, and protect their assets to ensure that the overall approach meets the desires and needs of his clients.

Program produced by XPX South Florida.

Top 10 pitfalls to avoid when selling

your business

This XPX South Florida program will highlight the top ten most common pitfalls business owners may encounter leading up to and through the sale of their business, from the perspectives of a business owner, broker and sales consultant. We will present the information in a lively “David Letterman” style “Top 10 Pitfalls to Avoid”, along with real world stories, to alert business owners and their professional advisors to the pitfalls.

Our Panel:

James Greene Coats IV, Phalanx Defense Systems

James Greene Coats IV is the Founder, Chief Executive Officer and head of Applied Sciences at Phalanx Defense Systems ("Phalanx"), a personal protection equipment designing and manufacturing firm in Gainesville, FL. Prior to starting Phalanx, James spent a lifetime creating, innovating and developing technologies, originally designed for the magic industry that quickly transformed to the defense, intelligence and life safety industries. James’ innovations can be credited for saving countless lives. In addition to his technological contributions, James is an active philanthropist. James received his B.A. in Intelligence from American Military University, graduating with honors.

Marc Horowitz, Amerivest Group

Marc J. Horowitz, CPA is a senior financial executive with over 30 years of experience. Marc is currently a Business Broker and Exit Planning Specialist at Amerivest Group. Marc is experienced in numerous industries including: aviation, construction, distribution, engineering, financial services, healthcare, hospitality, insurance, rental, software/SAAS, staffing, transportation and many others.

Additional areas of expertise include: business valuation, exit strategies, mergers & acquisitions, financial modeling, private equity, process improvement, growth and turnaround strategies.

Marc received his master’s degree from the Huizenga School of Business at Nova Southeastern University and bachelor’s in Business Administration from Florida Atlantic University.

Russell Cohen, Murphy Business

Russell has 20+ years business brokerage experience, selling over 600 businesses worth over $180MM. Russell is among the TOP DEAL MAKERs (# of Sold Businesses) and typically one of the Top 5 for Sales Volume in the State. Since 2000 no other agent in Florida has sold more businesses than Russell.

Russell graduated from University of Miami. He worked at major corporations before entering the business brokerage industry with Transworld Business Advisors. In 2013 Russell opened a Murphy Business Franchise.

As a business broker and M & A intermediary, Russell provides guidance to business owners through a sales transaction.

Michael S. Schiff (Moderator) Fiduciary Trust International

Michael S. Schiff, J.D., AEP, TEP is Managing Director and Wealth Director for the Boca Raton office of Fiduciary Trust Company International, a wealth management firm and trust company serving as a trusted advisor to successful individuals, families, endowments and foundations since 1931. Michael has nearly 30 years’ experience providing sophisticated wealth management and planning solutions to clients. Prior to his financial services career, Michael practiced law handling complex corporate transactions and trust and estate matters for major law firms in NYC and Philadelphia. Michael received his B.A. in History from SUNY Albany and his J.D. from Cardozo Law School.

Program produced by XPX Philadelphia.

Stakeholder capitalism:

implications for exit planning 

In 2019, the Business Roundtable’s Statement on the Purpose of a Corporation shifted away from its shareholder primacy orientation for a corporation to an approach that considered the effects of a corporation’s actions on all “stakeholders.” The 2019 statement provided that “[w]hile each of our individual companies serves its own corporate purpose, we share a fundamental commitment to all of our stakeholders… Each of our stakeholders is essential.” Furthermore, the statement provided that companies must be committed to delivering value to customers, investing in employees, dealing fairly and ethically with their suppliers, supporting the communities in which they operate and generating long-term value for shareholders.

Program produced by XPX New York.

Critical Insights in Commercial Real Estate and the Intersection with

Exit Planning 

Commercial real estate, whether owned or leased, represents a significant cost for most companies and is frequently a meaningful component of enterprise valuation, exit, and acquisition planning considerations. Hear experience-based perspectives from Andrew Zezas, Managing Director, Jones Lang LaSalle (“JLL”), about forward-looking insights, trends, market conditions, return to the office considerations, and more.

Our Speaker:

Andrew Zezas

Andy has provided creative guidance to executives at companies occupying various types of commercial properties regionally and globally. Prior to joining JLL in 2015, Andy led Real Estate Strategies Corporation, which he founded in 2002. Andy’s expertise includes real estate advisory, M&A support, portfolio strategies, restructuring, identifying & capturing liquidity, risk mitigation, collaborating on exit strategies, and much more. As publisher and host of CFO Studio, a company Andy founded in 2013, Andy further enhanced his stature among the nation's senior finance and executive communities as a business, real estate, and thought leader, interviewer, and public speaker.

Program produced by XPX San Antonio.

Overcoming Operational Challenges

This presentation will focus on how businesses overcome common problems that businesses face on their path to a successful exit.

Our Speakers:

Kevin Shaughnessy
President
Sales Implementation, LLC 

Kevin Shaughnessy is the President of Sales Implementation a consulting firm based in San Antonio. He works with small and mid-size businesses to improve their sales strategy, process and execution. Previously, Kevin successfully owned and operated a multi-unit franchise business. H also has 25 years of experience leading sales teams in both public and private firms. Kevin is a trained facilitator of the Certified Sales Leader program and Integrity Selling. He holds an MBA in Finance from New York University Stern Business School and a BBA in Economics from Pace University.

Don Maranca
President & Certified EOS Implementer
JDSM Enterprises

I’m wired for entrepreneurship from my family’s background of entrepreneurs. I started my professional life in the corporate world working for Fortune 100 companies that were market leaders in their industry. I took that experience and found my passion by working for small businesses working hand-in-hand with the owners in growing revenue and profits, eventually owning my own business in 2010 with The Alternative Board and becoming a Certified EOS Implementer in 2015.

I have a passion for helping business leaders get their ideal life through a healthy business. I am a graduate of The University of Texas earning my BBA and MPA degrees. I also maintain my CPA license.