Many business owners assume they can begin serious exit planning two or three years before leaving their business. In practice, however, the most successful
Tom Bixby
Call Me When… A business advisor/consultant or investor needs a disciplined value growth strategy and action plan maximizing the enterprise value of client/portfolio businesses.
Most business owners and leadership teams agree they want growth. Far fewer agree on the management processes, priorities, and challenges that are actually shaping
As we prepare for XPX Next 2026: AI in Action – Advisor and Client Perspectives on July 14, many advisors are asking the same
AI is rapidly becoming embedded in advisory workflows—but many middle-market initiatives still fall short of producing truly actionable strategies. Why? Because AI can only
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
Steven started his manufacturing business 35 years ago. He began making a few items using injection molding techniques and enjoyed enough success that he
In September 2025, a new project is kicking off called “Early Exit Planning”, working to implement the ideas introduced in the XPX Next 2025
Many advisory client relationships face severe headwinds due to factors such as the client’s previous experience with advisors, attitude toward change, and openness to
This is a short video speaking to the importance of business exit planning for business owners, and about my journey to develop the Exit
Many consultants/advisors/coaches are serving business owners who resist the notion there might be significant, unrecognized issues in their company, or who believe they needn’t
As a long-time business consultant and value growth advisor to middle-market companies, I frequently met business owners who didn’t recognize the urgency to plan
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