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
Oct 27, 2025 3 min read
Practice Tips
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
Oct 22, 2025 6 min read
Philadelphia
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
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
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
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
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
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
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
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
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
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
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
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
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
Popular
What's Trending
Will yours be a Truly Rich Life without Lasting Health? These questions and stories are for you to share with your owner clients. What
Nov 4, 2025 1 min read
Charlotte
Advisor Resource
XPX advisors bring a focus on short- and long-term value creation for their clients. The go-to metric of value is often the financial valuation.
Nov 3, 2025 2 min read
Advisor Resource
Hope + Systems = Momentum A hopeful vision without systems of engagement fades fast. When you pair vision with clear roles, feedback loops, and
Oct 30, 2025 4 min read
Atlanta
In my September article, I introduced the “Early Exit Planning Project”, a nationwide collaboration among XPX chapter members focused on improving exit outcomes for
Oct 30, 2025 1 min read
Charlotte
Advisor Resource
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
Oct 30, 2025 4 min read
Charlotte
Advisor Resource
Recent Gallup data reveals that global employee engagement fell from 23% to 21% in 2024, marking only the second dip in the past 15 years—and
Oct 29, 2025 2 min read
Atlanta
Explore the Knowledge Exchange
Make XPX Part of Your Business Plans
Explore
Learn
Account
Connect
Help & Support
© 2025 XPX Global LLC. Privacy Policy Norms & Principles Site Map Terms of Use
© 2025 XPX Global LLC. All Rights Reserved.