For more information and resources, check out our Advisor Resources section. The video for this webinar is below. Corporate value growth is a key metric of success for all companies. Measuring and driving this growth holds numerous unique challenges for privately-held companies, especially in the lower middle market. Fortunately, there are resources available to assist with that…
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Corporate value growth is a key metric of success for all companies. Measuring and driving this growth holds numerous unique challenges for privately-held companies, especially in the lower middle market. Fortunately, there are resources available to assist with that process. In this article, we’ll share some of our community’s recommendations of books and methodologies for…
Sep 4, 2021
Corporate value growth is a key metric of success for all companies. Measuring and driving this growth holds numerous unique challenges for privately-held companies, especially in the lower middle market. Fortunately, there are resources available to assist with that process. In this article, we’ll focus on the consultant’s role in educating the client on the…
COVID-19 has affected us all. As XPX members, we are in an unprecedented position of having to deal with the challenges ourselves, while advising business owners who are forced to take extreme and unwanted steps with their businesses.We recently held a program on the topic of Challenging Conversations featuring guest speakers Susan Vogel, a business consultant and change…
Here are the supporting documents for the February discussion: February Synopsis.pdf February MC Slides.pptx Acme Fitness Distributors, Inc. – Financial Statements.pdf ACME Script – Feb Final.pdf Hern Slides.pptx Magee Slides.pptx
Jul 2, 2021
Here are the supporting documents for the January discussion: January Synopsis.pdf January Scenario 2020-01.pptx ACME Script – January Final.pdf
Jul 2, 2021
Program produced by XPX New England.Structuring & Strategies for increasing shareholder valueIn this XPX session, our panel of experts will walk through a set of case studies showcasing a series of tools to increase shareholder value.The case studies will provide insight from CEO, Investor and Advisor perspectives highlighting the growth of a formerly family owned…
Have you been using online technology to the fullest extent to develop your business? Are you doing enough networking to generate results? Are you structuring the appropriate follow-up conversations? Online networking has accelerated throughout Covid and the ease of contact and content development means it’s here to stay. Learn how to leverage this ‘new normal’…
Charlotte case study Intro & Discussion on pending capital gains policy changes Please join this virtual educational event. Building on the May event: We will introduce a business / owner case study scenario. This case study scenario will provide the context for the subsequent series of educational events, throughout the 2nd half of 2021 and…
Intangibles and Corporate Value This program continues our two-part discussion about shifts in business and economics and how they affect our clients. In this Part 2 of the discussion, we’ll have a panel discussion about the rise of intangibles: The two trends that have led to the dominance of intangibles in business How intangibles influence…
Building Culture Moving Forward People and culture are at the core of a successful merger or acquisition. Meet Our Speakers: Jill ChapmanSenior Performance ConsultantInsperity Jill Silman Chapman is a Senior Performance Consultant with Insperity Traditional Employment Solutions. She holds a Bachelor’s degree in Journalism from The University of Texas at Austin, a Master’s degree…
Meet XPX Charlotte Join on a Zoom call with leaders of XPX Charlotte to: Understand our mission / purpose; Learn how XPX is different from other organizations; Hear from current members why XPX is important to them; See our full collection of educational events, socials and other networking programs. Program produced by XPX Charlotte.
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