Knowledge Exchange

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 private company clients.  XPX – Exit Planning Exchange’s exclusive Knowledge Exchange is the one place where you can access and share knowledge with some of the middle market’s most successful professionals with expertise in a wide variety of areas.

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Good morning Jack, Sometimes you have good conversations but not too many are great ones.  I thoroughly enjoyed yesterday’s call and it is unusual to find someone who has a track record and the competence that you display as it relates to your practice. Please let me know how you would like to proceed as…

What makes an established business “bankable” as opposed to perpetually seeking investor capital? The standard suite of financials a bank looks for are pure data, such as the income statement, balance sheet, and AR-aging.  These are backward-looking, based on past performance.  However there are also a number of reports a client can create themselves that…

Learn to be a Rebel to Affect Change! Meet Harvard Business Contributor Dr. Todd Kashdan author of “The Art of Insubordination” click here to participate: https://www.eventbrite.com/e/meet-dr-todd-kashdan-author-of-the-art-of-insubordination-tickets-526218482647

When the COVID-19 pandemic forced companies to close their doors, sending employees home to work remotely, many leaders worried about the long-tail effects on culture, employee engagement, and morale. As it turns out, some of those concerns were unfounded. Recent research has found that, if anything, the companies that offer remote work options have stronger cultures and higher levels…

Since selling your business is likely the most significant and financially impactful transaction of your life, I share the Top 3 Sales Priorities every business owner must take to maximize their company’s sales price at Exit. Background – Unfortunately, Sales has been one of the most impactful, yet overlooked, aspects of Exit Planning. Exit Planning…

When a new leader takes the helm, their decisions and maneuvers can cause a ripple effect that can be felt throughout your organization – especially regarding technological infrastructure. Even the most minute change can affect the delicate balance of technology within your organization and impact your control environment. During a leadership transition, CFOs have an…

Gershon Morgulis – Partner Shelby Jackson – Marketing Associate   Revenue is up! But you have less cash than ever. Why is that? We’ll be covering the top 7 reasons why, like many other businesses, you might have no cash despite revenue being up. Then we’ll discuss important things to consider as you build your…

The Hard Realities and How-to’s of Successful Value Growth and Selling in 2023 Program produced by XPX Atlanta. Our programming for this year will be a Collaborative Forum on the Hard Realities and How-To’s of successful business building and selling in 2023. Breaking News: Interest rates are still up. The economy is trending down. Buyers…

Business acquisitions are among the eligible uses for Small Business Administration (SBA) 7(a) loans. In fact, the SBA 7(a) program provides many advantages for acquiring an established business, including its attractive terms, allowing a buyer to finance up to 90% of total project costs. Eligible Project Costs for SBA 7(a) Loans Include The acquisition of…

Date: January 20, 2023 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Click for Free Ticket: Gabe Karp While most people view conflict as a bad thing that should be avoided at all costs, the reality is that embracing conflict in a healthy way is the single greatest factor in driving success and avoiding…

Effective branding includes everything that influences the opinions of consumers about you, your product, or your service. The ability to be authentic and humanize your brand provides a critical connection to your customers—one that engenders loyalty and increases sales. Your brand is your most important asset. Fact: Everyone has an existing brand, whether intentional or…

Join our CEO Book Club on Tuesday February 7 at noon EST (on Zoom) to discuss the book “The Motive” by Patrick Lencioni. What is the essence of your job as a CEO? In his recent book “The Motive” best-selling author Patrick Lencioni analyzes reward-centered leadership as opposed to responsibility-centered leadership, and from there derives…

Date: January 6, 2022 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Tickets: Scott Miller For busy professionals and lifelong learners seeking practical strategies for reaching new heights, Master Mentors distills 30 essential learnings from Seth Godin, Susan Cain, Trent Shelton, General Stanley McChrystal, and other top business minds and thought leaders of our…

Put People and Purpose as your business Priorities and Profits will follow.  Business success, more than ever, is about building and supporting a positive, profitable culture, which is a hard asset; and culture comes down to communication. How companies talk to and with their employees, and all stakeholders for that matter, is the ultimate expression…

Succession planning considerations enter into discussions that I have with business owners when discussing their interest in conducting an executive search to find a CEO to run their company. For instance: As a business owner are you worn down and tired from all the extra effort and attention that you have had to spend on…

Last month we discussed the natural propensities of the different types of salespeople and how some salespeople benefit from additional training or support – for example, Appointment Setting services that maximize the effectiveness of a sales team full of “Closers.”  If you recall, we highlighted the three traditional types of salespeople: Hunters – Those who…

Does your B2B Sales Team need help generating leads? There are many different types of B2B Sales teams. Direct Sales, Field Sales, Territory Sales, Indirect Sales, Channel Sales, Solution Sales, National Accounts, Global Accounts, etc. Most sales organizations create segments based on a few distinguishing client characteristics that delineate customer types so that sales teams…

As the end of the year quickly approaches, many sales leaders are beginning to develop Sales Plans for next year, but it is also essential to benchmark Sales Compensation Plans to help your business reach sales goals. A well-structured Compensation Plan can increase employee performance by 44%. Validating both will ensure you can attract and…

At the outset of the COVID-19 pandemic, most companies moved their teams out of the traditional workspace, transitioning to remote work and online collaboration. Ever since, business and HR leaders have wrestled with the tension between work-from-home perks, including greater flexibility and lower overhead, with potential downsides. Foremost among those downsides? The assumption that remote…

Learn How to Maximize Performance from Navy SEAL Rich Diviney author “The Attributes: 25 Hidden Drivers of Optimal Performance” click here to meet and speak with the author: https://www.eventbrite.com/e/meet-navy-seal-rich-diviney-author-the-attribute-optimizing-performance-tickets-481361193287

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