Advisor Academy

Selling a Major Business Asset: And achieving philanthropic objectives at the same time

Immediate Successors vs. Future Leaders: Why EverySuccession Plan Needs Both

Advisor Development That Lasts

Succession Planning as an Offensive Strategy

The Clock Starts Before the Listing: What Advisors Need to Know About Realistic Sale Timelines

The Deal Isn’t Done Yet: What Advisors Need to Know About the Post-LOI Danger Zone

Do Your Leaders See the Same Business?

The Payment That Isn’t Guaranteed: What Advisors Need to Know About Earnouts

AI Is Everywhere. But Where Is the Real Value?

Cultivate Leadership to Align with the Company DNA

Manufacturing Has a Messaging Problem, and More Content Is Not the Answer

XPX Members: Are We Missing the Most Important Input to AI-Driven Value Growth?

Facing the Unknown Selling after 50

The Risk of Not Preparing Future Leaders Before They are Needed

Corporate Value Creation – Make Sure You’re Asking the Right Questions