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
Charlie ‘kept his cards close to the chest.’ He was a husband, father of three grown children, and a business owner. Then he received
In conversations about exits, regret is usually framed as a pricing issue. The founder sold too early.The market moved higher.The company grew faster under
In conversations about exits, regret is usually framed as a pricing issue. The founder sold too early.The market moved higher.The company grew faster under
In my last piece, I wrote about the structural gap that appears when an exit plan focuses on the transaction but not the transition.
Dianne Chase Founder/CEO Chase Media and Communication In the world of exit planning, mergers and acquisitions, and succession strategies, financials, legal frameworks, and
Most exit plans are built to optimize the transaction. Valuation is modeled.Taxes are engineered.Deal structure is negotiated. On paper, success is defined clearly. Yet
You have been strategic your entire career. – Strategic with and for your business– Strategic
Owner Health – Plan to Keep It George was healthy, leading his business, and feeling like he had reached his goals. He went to
Making you all aware there is a one day event in Charlotte for owners who have not yet made time for the personal side
Your Health – Stabilize It Your owner clients been carefully planning and nurturing their career. Has their health been planned with the same intention?
As you work with your clients, do you get a feel for the depth of their personal planning? Are they willing to release what’s
In many midsize, family-owned succession deals, the biggest threat isn’t market conditions — it’s silence. Unspoken expectations, family politics, and unaddressed conflicts routinely shave
Will yours be a Truly Rich Life without Lasting Health? These questions and stories are for you to share with your owner clients. What
In my September article, I introduced the “Early Exit Planning Project”, a nationwide collaboration among XPX chapter members focused on improving exit outcomes for
This article summarizes the key takeaways from the October 2025 Cross-Chapter Networking event, where breakout groups discussed two main questions related to Early Exit
Preparing to Exit? We need YOU! You are uniquely able to make a real difference. Consider your skills. In your career, how often
