For many privately held businesses, the founder is the brand. Customers know them, prospects trust them, employees look to them for direction, and referral
Jaco Grobbelaar
Call Me When… An owner wants to optimize their company's marketing engine and business value before they exit.
Frequently, when people hear the words “SBA loan,” they picture paperwork, delays, and a process that feels better suited to another decade than today’s
When business owners think about exit planning, their attention naturally gravitates toward financial statements, legal structures, operational efficiencies, and tax strategies. Those areas deserve
By Jaco Grobbelaar of BroadVision Marketing (BVM), based on a presentation by Phelps Wood for the Exit Planning Exchange (XPX). Family businesses are usually
Most business owners think of their brand as a marketing layer. Buyers don’t. During a company’s transition, its brand is often read as a
XPX Northern California At XPX, successful exit planning depends on collaboration, specialized expertise, and advisors who understand the full lifecycle of a business. In
When business owners start thinking seriously about an exit, the conversation usually turns to growth. The assumption is understandable: increase revenue, improve EBITDA, and
Jonathan Rubens is a Partner at Moscone, Embridge & Rubens in San Francisco, California, where he has been practicing for more than 20 years.
XPX Northern California At XPX, effective exit planning is built on collaboration, experience, and a commitment to putting clients first. In this member spotlight,
When business owners begin planning an exit, the room usually fills with financial advisors, accountants, and legal counsel. The conversation centres on numbers, structures,
The New QSBS Opportunity: How OB3 (Big Beautiful Bill) (2025) Created a Powerful $10–$20 Million Tax
If you’re building a company with the intention of selling it one day, there’s a four-letter acronym you need to understand early: QSBS. Most
XPX Northern California At XPX, collaboration isn’t just a buzzword—it’s the foundation of effective exit planning. In this member spotlight, we sat down with
Planning your business exit? Whether your goal is a full sale, a partial transition, or the next stage of growth under new ownership, a
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