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
If you’re preparing your business for growth or an eventual exit, how do you know your team is truly aligned? Ask your entire team
Clients who rush a sale to beat a possible tax change can lose more in business value than they would ever save on taxes.
When a client agrees to seller financing, they become a lender to a business they no longer control, and that shift is a credit
The purchase price a client agrees to rarely survives to closing unchanged, and working capital is one of the most common reasons it moves.
The Signature That Takes a Seller Off the Market: What Advisors Need to Know About Letters of Intent
The Signature That Takes a Seller Off the Market: What Advisors Need to Know About Letters of Intent Most of a letter of intent
Why Every Day You Delay Value Creation Is a Day You Leave Money on the Table Most business owners believe their company’s value will
Two construction companies can produce similar earnings and still command very different offers when they go to market. For advisors, understanding why is critical.
A business can be profitable, well managed, and growing, yet one unexpected event involving a co-owner can put its future at risk if the
For many owners, concern for employees is one of the most emotionally significant parts of selling a company. Long-term team members may have helped
Choosing a buyer is not simply a transaction decision. For an owner preparing to exit, buyer type can shape valuation, deal structure, post-closing obligations,
Employee feedback shouldn’t be about checking an engagement box. It should fuel performance. Think about it: the people closest to the work often have
Most business owners believe their greatest strength is their own indispensability. After all, they built the company. They know every customer, every process, every
The Hidden Deal Breaker When business owners prepare to sell their company, they want to maximize their company’s value; they often focus on revenue,
“My practice is doing great! We are growing 15%!” A dermatologist with a growing clientele told me happily. She was contemplating a sale in
And It Has Real Business Performance Consequences. Meetings often consume your team’s most focused work time, but they’re costing you more than time. We
One of the most common misconceptions about business valuation is that a company has a single, objectively correct value. It does not. The same
