I thought this might be useful to fellow XPX members who lead advisory firms or are thinking about how to develop the next generation
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Think of business like a sport. Crisis management, compliance, risk mitigation, and maintaining quality are all defensive strategies. Offensive strategies are designed to seize
Industrial companies are producing content faster than ever. What’s breaking down isn’t volume – it’s coherence. And the fix isn’t another AI tool. Check
AI is rapidly becoming embedded in advisory workflows—but many middle-market initiatives still fall short of producing truly actionable strategies. Why? Because AI can only
People nearing the sale of their business often lack certainty and clarity about who they will be, why they will matter, what they will
I got a call from an attorney the other day, asking for help with one of his clients. The client would like to retire,
What did you think when you read this title “Corporate Value Creation?” If you’re like most business people, your mind went to the financial
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
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
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Most of us have watched the same thing discount a deal or kill it: the owner is the only person in the company who
I thought this might be useful to fellow XPX members who work with founders and families navigating succession. In this conversation with Frazer Rice
I thought this might be useful to fellow XPX members who work with families navigating leadership and ownership transitions. The article introduces the idea
I thought this might be useful to fellow XPX members who lead advisory firms or are thinking about how to develop the next generation
I thought this might be useful to fellow XPX members working with founders and families during succession. The article looks at a familiar problem:
I thought this might be useful to fellow XPX members who work with family-owned businesses considering a sale. The article looks at a part
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