Essential Steps to Long-Term Survival For many private companies, the ultimate challenge is building an operation that can thrive independently of its founders. This
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Your quarterly revenue targets loom overhead like a thundercloud. You know you need faster pipeline creation. You need higher win rates. You need tighter
The Exit-Planning Imperative With more than half of U.S. businesses owned by Baby Boomers preparing to transition, the need for effective exit planning has
Originally published on Manufacturing Tomorrow. Copyright remains with the original publisher. For mid-sized job shops and OEM fabricators, marketing often takes a backseat to
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
One of the most common questions we hear at Executive Financial Services is: How do I know if my company is a good candidate
Blue Ridge has launched a new service, ESOP Blue Ribbon. It is designed specifically for the person or committee in your company who is
Sometimes a cigar is just a cigar . . . a quote mis-attributed to Freud and often used to challenge the suggestion that there’s
Exit planning professionals know that the process of leaving one’s work can stir up a host of emotions, and it’s important to know how
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
In previous communications, we’ve discussed the significant changes brought about by the SECURE 2.0 Act. Effective implementation of many provisions within the act relies
As an advisor, your role is to help clients prepare to exit their business, yet many people resist thinking about the future because it
ERTC Enforcement and Withdrawing a Claim The Employee Retention Tax Credit (ERTC) was introduced during the COVID-19 pandemic as a tax incentive for businesses
At our February Cross-Chapter Power Networking session, we introduced a new format aptly named “Ask the Cross-Chapter Experts”. Our facilitator, XPX Nashville member, Lisa Kaufman, a
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XPX Northern California At XPX, successful exit planning depends on collaboration, specialized expertise, and advisors who understand the full lifecycle of a business. In
The New York City council is considering a proposal to raise the City’s minimum wage to $30 per hour, a proposal Mayor Zohran Mamdani
A new CRO joins the organization, with marketing falling under his Go-To-Market (GTM) domain. Like many new executives, he’s questioning everything: “Are we running
Essential Steps to Long-Term Survival For many private companies, the ultimate challenge is building an operation that can thrive independently of its founders. This
The National Labor Relations Board (NLRB) officially reinstated the 2020 pre-Biden joint employer standard, making joint employer status less likely to be found. The
Charlie ‘kept his cards close to the chest.’ He was a husband, father of three grown children, and a business owner. Then he received
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