A Wealth of Learning Opportunities – and Resources – at Your Fingertips
Knowledge is power. Imagine what you could do with 24-hour access to a powerful learning community to help you stay up to date with the latest trends, insights, news, and best practices to share with your valued clients. XPX’s exclusive Knowledge Exchange is the one place where you can exchange knowledge with some of the industry’s most successful professionals with expertise in a wide variety of areas. Here are recent posts from our chapter activities and members:
News & Posts
We have been asked to explain our product and services on multiple occasions. For those interested, you may find this episode to be a good listen, as it fully explores our services and how our involvement can significantly benefit your client. While this particular episode deals with land sales, the concept is universal to the…
Your best competitive advantage is your people. But are you truly empowering your team to drive sustainable growth? As a strategic workforce planning and onboarding expert, I’ve seen firsthand how critical it is to align your employees’ strengths and passions with well-defined roles. This not only boosts employee ROI and retention but also unlocks innovation…
Selling a small business can be tough. One of the biggest obstacles to a successful business transfer is the lack of a strong team. Without a competent and reliable team buyers may hesitate to invest in the business. Owners should focus on building a workforce structure that can help drive the business forward. Potential buyers…
Exit strategy planning is an essential part of any business owner’s long-term strategy. Whether you’re planning to sell your business, retire, or pass it on to the next generation, the key to a successful exit is maximizing the value of your business. One critical factor in determining the value of a business is human capital….
Whether you are advising a company preparing for a future sale, or working with a new acquisition, it is helpful to understand the value that independent board directors can bring – for M&A, growth, strategy, and more. See more at: Optimize the Value of Your Company’s First Independent Directors | Private Company Director Steven…
No attention to exit strategy. No attention to value creation. “I am tired, and I want to sell but I don’t know what it’s worth or how to design an exit strategy for selling my business.” We hear this from business owners over, and over again. To sell your company, to make it both sellable and…
When preparing (hopefully in advance!) to sell your business, it helps to understand what buyers will looking for and asking about. While revenue and financials are well-known areas of due diligence, for companies in the product space the efficiency and riskiness of operations and supply chain are also fair game. Buyers are concerned about a…
At FIREPOWER, we’re here to help our leaders achieve growth and innovation through their biggest asset: their people. Together, let’s achieve the hardest growth goals and go beyond the surface-level approach of employee reviews by learning how to balance people, processes, and technology to establish an empowered workforce. It’s time to unlock the true potential…
For more information on the benefits of this IRC Section 453 solution, give this podcast a listen. While the topic of this episode dealt with the sale of land, the solution is also available to individuals selling their business, allowing them the unique opportunity to defer immediate tax obligations and maximize the sale through personally…
Hey there, hardworking business owner! We know you’ve been hustling and adapting like a champ over the past year. Remote work became the norm, and you made it work! But now, a moment of truth is upon us: the option to return to the office. While remote work definitely had its perks (like sweatpants and a commute…
Increasing revenue when preparing for a future sale (or pretty much anytime!) is great but an equivalent savings in operational costs, such as supply chain and manufacturing, can provide an even greater increase in company sales price since valuations are often based on multiples of EBITDA. A $1M increase in sales may improve EBITDA by…
FIREPOWER, with Maria C. Forbes, is a hands-on strategic workforce partner, helping leaders of privately held companies to attract, engage, and keep their best talent. Small business leaders don’t know how to explain what their best talent looks like, and since they can’t define it, they can’t plan for more of it! This is crucial information…
Tax deferral options on the sale of business or property is always an important consideration. Structured Installment Sales allow the Seller the opportunity to defer immediate tax obligation by placing any portion of their sale into an IRC Section 453 Structured Installment Sale. The opportunity to spread tax liabilities and maximize financial returns is remarkable…
Entrepreneurial leaders do a lot of things well, but hiring the right people, aligning talent for top performance and optimizing collaboration is not where they want to spend their time. It’s not why they went into business and they are unfamiliar with the impact of talent on their growth and succession goals. They don’t understand…
Structured Installment Sales offer a fantastic solution to the tax issues surrounding the sale of business or property. Approved by the IRS, a Section 453 Structured Installment Sale allows individuals to defer taxes, maximize the sale and secure their financial futures. Take a look at our brochure and visit our website for more information. We…
Sara Burden, President of Walden Businesses, is a founding member of the Cornerstone International Alliance. The Alliance’s diverse membership creates a global footprint that is unmatched in the lower middle market. That, combined with members’ experience, resources and collaborative efforts are the driving force behind this continued level of success. To date, members have completed…
Program produced by XPX Atlanta. In 2023, we are talking about what a buyer looks for when deciding IF they will make an offer and for HOW MUCH. This is what owners must understand – what makes their business more valuable to a buyer. Key Topics We Discuss Key Takeaways from the Program Moderator:Tim TempletonDirector,…
Program produced by XPX Atlanta. We set the stage in January, emphasizing an understanding of what a buyer looks for. Last month, we talked about helping owners shift their role, preparing for life after and a business without them. In March, let’s talk about creating a well-oiled machine that immediately leads to growth for the…
INSTEAD OF FLOWERS MEMBERS-ONLY OFFER Buy a meal for your client, get one free to enjoy yourself! (BOGO) Got a client – or employee, colleague – or others in your network you’d like to thank in a thoughtful, creative way? Enjoy this special offer from Instead of Flowers, our new XPX Atlanta Members-Only Benefit partner….
Program produced by XPX Atlanta. “Making the Owner Irrelevant – Preserving Transferable Value Inside the Company We set the stage in January. Now, let’s get into it. Among the very first – if not THE first – questions from a buyer is, “So, tell me why the owner is selling and what am I going…
A stay bonus provides an incentive for an employee to remain with the company after a sale. They’re designed to protect the company in times of change. Recognize that a business transition can create a lot of uncertainty and anxiety for employees. Some managers may wonder if they’ll be let go after a sale. Or,…
PRESS RELEASE – Walden Businesses, Inc. is pleased to announce its client Paradigm Security Services, Inc. completed a successful sale to Pinnacle Security & Investigation, Inc. Walden initiated this transaction and acted as advisor to the seller. “We were lucky to have Sara Burden’s skill and commitment to guide us in preparing the company for…
Defer Taxes, Maximize the Sale, Secure the Financial Future…. Chad Ettmueller – JCR Settlements, LLC. What if you could offer your clients a way to sell their business, property or other appreciated asset and avoid immediate tax obligations while growing the net proceeds in an attractive, tax-deferred manner with future payments they design unique to…
Program produced by XPX Atlanta. The Hard Realities of Exit and How We Can Fix It Advisors – we have work to do! To repeat: only 4% of businesses actually sell. In this important November XPX Program, we will review and discuss the reasons for that abysmally small number. More important, in true XPX fashion,…
Do we have a recession now – or will we have a recession soon? It is not certain, but very likely to happen in the coming months. The R word is scary and it starts changes in economic behavior. Recessions are a normal part of the business cycle, painful but necessary. Let’s think about the…
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