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
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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
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
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