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Practice Tips

Practice Tips

Introducing the Early Exit Planning Project

Tom Bixby

EvaluSys LLC 3 weeks ago

In September 2025, a new project is kicking off called “Early Exit Planning”, working to implement the ideas introduced in the XPX Next 2025

Aug 29, 2025 2 min read Charlotte Advisor Resource

Practice Tips

Pre-Engagement Due Diligence: 8 Factors That Undermine Engagement Success

Tom Bixby

EvaluSys LLC 3 months ago

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

Jun 6, 2025 1 min read Charlotte Advisor Resource

Practice Tips

Profiles of ESOP Candidates

Drew Bringhurst

Executive Financial Services, LLC ESOP Consultants(EFS, LLC ESOP Consultants)

3 months ago

One of the most common questions we hear at Executive Financial Services is: How do I know if my company is a good candidate

Jun 5, 2025 1 min read Nashville

Practice Tips

New ESOP communication resource from Blue Ridge ESOP

Tom Roback

Blue Ridge ESOP Associates

5 months ago

Blue Ridge has launched a new service, ESOP Blue Ribbon. It is designed specifically for the person or committee in your company who is

Mar 27, 2025 1 min read Maryland

Practice Tips

Five reactions to clients, and what they might reveal . . . about both of you

Larry Gard

Done With Work Retirement Coaching and Consulting

6 months ago

Sometimes a cigar is just a cigar . . . a quote mis-attributed to Freud and often used to challenge the suggestion that there’s

Mar 16, 2025 4 min read Chicago

Practice Tips

The Psychology of Exiting – a 15 minute introductory video about how to talk with clients about this transition

Larry Gard

Done With Work Retirement Coaching and Consulting

7 months ago

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

Feb 17, 2025 1 min read Chicago

Practice Tips

The Advisory Paradox: How You Can Help Consulting Clients Confront Problems When They Would Rather Look Away

Tom Bixby

EvaluSys LLC 10 months ago

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

Oct 31, 2024 1 min read Charlotte Advisor Resource

Practice Tips

SECURE 2.0 Update

Tom Roback

Blue Ridge ESOP Associates

1 year ago

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

Aug 21, 2024 5 min read Maryland

Practice Tips

A Dozen Questions to Begin the Exit Planning Discussion

Larry Gard

Done With Work Retirement Coaching and Consulting

1 year ago

As an advisor, your role is to help clients prepare to exit their business, yet many people resist thinking about the future because it

Jul 26, 2024 3 min read Chicago

Practice Tips

ERTC Enforcement and Withdrawing a Claim

Greg Silberman

Ritterband Tax & Accounting Solutions LLC

1 year ago

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

Mar 12, 2024 2 min read Atlanta

Practice Tips, Video

Cross-Chapter Power Networking Recap: “Ask the Experts” Collaboration

Cheryl Centeno

XPX Global

1 year ago

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

Feb 27, 2024 1 min read

Practice Tips

Legal Alert Regarding The Corporate Transparency Act

Roxann Smithers

Smithers Law Group, LLC

1 year ago

BENEFICIAL OWNERSHIP INFORMATION REPORTING CORPORATE TRANSPARENCY ACT SUMMARY One of the unique and often attractive features of a Limited Liability Company can be anonymity.

Jan 22, 2024 3 min read Atlanta

Practice Tips

THE ULTIMATE GUIDE FOR HOW BRANDS SHOULD APPROACH INFLUENCER MARKETING IN 2024

Dina Wasmer

Incite Creative

1 year ago

How to leverage the potential of influencer marketing without falling prey to its pitfalls. After being bombarded this past week with a look back

Dec 30, 2023 8 min read Maryland

Practice Tips

ERA // Manufacturing Consumables & Packaging News

Ken Nixon

Expense Reduction Analysts

2 years ago

There is significant evidence that supply chains have “normalized.” Delivery times are fast and overall demand is low. Many companies are now looking at

Sep 20, 2023 1 min read Tri-State

Practice Tips

Do You Dread Networking Events?

Larry Gard

Done With Work Retirement Coaching and Consulting

2 years ago

Do you dread networking for new business? Here are some techniques to help you refine your approach so that networking becomes more enjoyable and

Sep 11, 2023 4 min read Chicago

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Business Value Transfer

How to Exit Your Business on Your Terms with Paul Cronin “Retirement Unlocked” podcast

Paul Cronin

Touchstone Advisors

2 days ago

You’ve built a business with care, grit, and vision. But what happens when the finish line is in sight and you realize you’re not

Sep 18, 2025 1 min read Greater Boston

Business Value Growth

The Hero Leader Trap: Why Indispensable Founders Limit Business Value

Jeff Weingrad

Incite Business Partners

3 days ago

Founders often wear the “hero leader” badge with pride. Every decision, every deal, every crisis runs through them. It looks like strength, but in

Sep 17, 2025 1 min read Triangle

Business Value Transfer

Free Succession Ready program launching in Boston this Fall – Info session on Sept 16

Havell Rodrigues

New Majority Capital

1 week ago

Are you a small business owner or know a small business owner considering a business exit? Designed for New England small business owners who

Sep 9, 2025 1 min read Greater Boston

Business Value Growth

NYC Employers Face Enhanced Paid Parental Leave Obligations

Robert Brody

Brody and Associates, LLC

1 week ago

On January 1, 2025, New York State (NYS) became the first in the country to provide paid time off for prenatal care or any

Sep 8, 2025 3 min read Tri-State

Business Value Growth

Planning for Prosperity: Steven’s Exit Planning Success Story

Tom Bixby

EvaluSys LLC 2 weeks ago

Steven started his manufacturing business 35 years ago. He began making a few items using injection molding techniques and enjoyed enough success that he

Sep 2, 2025 4 min read Charlotte Advisor Resource

Practice Tips

Introducing the Early Exit Planning Project

Tom Bixby

EvaluSys LLC 3 weeks ago

In September 2025, a new project is kicking off called “Early Exit Planning”, working to implement the ideas introduced in the XPX Next 2025

Practice Tips

Introducing the Early Exit Planning Project

Pre-Engagement Due Diligence: 8 Factors That Undermine Engagement Success

Profiles of ESOP Candidates

New ESOP communication resource from Blue Ridge ESOP

Five reactions to clients, and what they might reveal . . . about both of you

The Psychology of Exiting – a 15 minute introductory video about how to talk with clients about this transition

The Advisory Paradox: How You Can Help Consulting Clients Confront Problems When They Would Rather Look Away

SECURE 2.0 Update

A Dozen Questions to Begin the Exit Planning Discussion

ERTC Enforcement and Withdrawing a Claim

Cross-Chapter Power Networking Recap: “Ask the Experts” Collaboration

Legal Alert Regarding The Corporate Transparency Act

THE ULTIMATE GUIDE FOR HOW BRANDS SHOULD APPROACH INFLUENCER MARKETING IN 2024

ERA // Manufacturing Consumables & Packaging News

Do You Dread Networking Events?

What's Trending

How to Exit Your Business on Your Terms with Paul Cronin “Retirement Unlocked” podcast

The Hero Leader Trap: Why Indispensable Founders Limit Business Value

Free Succession Ready program launching in Boston this Fall – Info session on Sept 16

NYC Employers Face Enhanced Paid Parental Leave Obligations

Planning for Prosperity: Steven’s Exit Planning Success Story

Introducing the Early Exit Planning Project

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