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Cleaning Up Your Back-office for Sale Every business should be bigger than just one person. Unfortunately, too many business owners “do it all” in their small business. This doesn’t work when it’s time to exit, and makes it harder to sell at a fair price. Business owners know how to put on a dog-and-pony show….
If you came of age in the 1970’s, you likely learned the phrase caveat emptor – Latin for “buyer beware” – from one curly-topped architect named Mike Brady. You remember that “Brady Bunch” episode, right? Mr. Brady, never one to miss a thigh-high fastball teachable moment, cautions eldest son Greg to not hastily buy a…
During my presentation at the XPX Boston Breakfast Series meeting this past Tuesday (9/24/13), we focused primarily on the many financial and non-financial benefits that an ESOP transaction can provide to business owners seeking an alternative to a traditional third party sale of their company. Dan Guglielmo raised an interesting question regarding the impact of…
MBBP M&A Clip #1 – Common Issues in M&A Transactions: Deal Structure – with Corporate Attorney Scott Bleier. http://www.mbbp.com/attorneys/bleier_scott.html
Ready to sell your business? Don’t miss out on money you’ve already invested! Kerri Salls is the exit planning specialist for small and medium-sized companie…
March 19, 2015. Listen to what some of our attendees are saying about our 2015 Summit!
Charlie Storey and Warren Dibble of Harpoon Brewery to speak at the 2015 XPX Summit on Employee Stock Ownership.
Woodbridge International Elevator pitch from Woodbridge Group Europe on Vimeo. Woodbridge International Elevator pitch
Webinar (Part One) that helps long-time business owners think differently about how they might leave their business, and what is holding them back from makin…
video describes types of clients going through a major life transition of leaving their business or career and how a Transition Planning Consultant helps them
video describes what a Transition Planning Consultant does to help clients through a major life transition of leaving their business or career
Evidence continues to shows that over 50% of integrations fail due to lack of planning and inadequate funding for integration activities. Post Merger Integra…
Doug Smith, President of XPX DC Metro kicking of the Chapter’s new ExitPalooza program.
Is it more difficult for a leader to be effective today than it was 30 years ago?
Kay Vogt on the benefits to business owners, family businesses and others from the programs she has been trained in by the Successful Transition Planning Institute.
In this video clip, Gerald Chertavian expresses his passion for fundraising and gratitude to those who have contributed significant capital to Year Up. Gerald also provides words of wisdom about how to find your passion. He calls it “looking back in order to look clearly forward.” You also get a glimpse of how his entrepreneurial…
After the software business sold, Chertavian listened to valuable advise from his father and father-in-law; he took several months to plan his next step, considering his recently acquired wealth and relative youth. At age 35, he was encouraged by his father and father-in-law to be smart about his next choices and wealth planning. Once his…
Chertavian started his career on Wall Street, working for a commercial bank. He also volunteered as a Big Brother during this time. Looking back, he considers working with Big Brother a life changing experience, seeding his vision for Year Up. Soon after attending Harvard Business School, he co-founded a software company. The company thrived, opening…
In this video, Schawbel asserts that planning for the future is a primary component of successful entrepreneurship, a process he employs in both his nonprofit and for-profit efforts. Schawbel plans to continue making a difference in this world indefinitely, in philanthropy and business. Dedication and perseverance, with good planning, has served Schawbel well, from college…
Bill Schawbel has a deep bench of trusted advisors, both internally and externally. As a life-long learner, Schawbel emphasizes the importance of being open-minded to the feedback and perspective advisors provide. The key here, he remarks, is relationship. Schawbel has developed many long-term relationships, which bring him confidence. Bill “indulges” himself in meetings with distributors,…
Bill Schawbel, CEO of Schawbel Corporation for the last 30 years, always had a knack for philanthropy. His story demonstrates how entrepreneurs can make a difference in their business while making a difference in the world at the same time. From his childhood, Bill has understood how to give back. Bill’s story is remarkable; it…
Alper was unsure of his exit strategy. Like most owner/CEOs, he had never planned one before. Many unanticipated events were happening at once. Alper openly touches on the emotional toll and pressure he felt from selling the 3rd generation family business to a non-family buyer. Fred felt lost, unsure what to do with his shares…
At first Alper felt comfortable leaving the company to his successor. Both men had the common vision for maintaining the culture of the company. Initially Alper continued in a supporting role to the new CEO, which he later realized was a mistake. Alper candidly talks about this misstep and how he would step completely away…
Fred Alper, Chairman of 22 years at Morris Alper Inc., tells us about the origin of the business, which his grandfather started as Morris Alper & Sons. The food brokerage company rapidly grew into a business selling branded items. When Fred Alper entered the company in 1970, he helped build the business by bringing in…
As the deal unfolded, it became clear that the buyer of Vanguard Sailboats was not on the same page as Chip. The transaction experience extracted an emotional toll on Chip – managing both the business and the sales process was a challenge. The emotional roller coaster proved to be stressful, but persistence and patience were…