Practice Tips

Practice Tips

What AI Agents Can Actually Do in VAR Marketing

Susan Towers

Towers Fractional Marketing

1 week ago

Your quarterly revenue targets loom overhead like a thundercloud. You know you need faster pipeline creation. You need higher win rates. You need tighter

Mar 3, 2026 7 min read Philadelphia

Practice Tips

Elevating Exit-Planning Outcomes: Frameworks, Data Tools, and Lessons from the IEPA Community

Jarrad Holtze

The IEPA

4 months ago

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

Winning More Business with Smarter Marketing

Susan Towers

Towers Fractional Marketing

4 months ago

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 7 min read Philadelphia

Practice Tips

Introducing the Early Exit Planning Project

Tom Bixby

EvaluSys LLC 6 months 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 3 min read Charlotte Advisor Resource

Practice Tips

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

Tom Bixby

EvaluSys LLC 9 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)

9 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 2 min read Nashville

Practice Tips

New ESOP communication resource from Blue Ridge ESOP

Tom Roback

Blue Ridge ESOP Associates

11 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 2 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

11 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 5 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

1 year 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 1 year 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 2 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 6 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 4 min read Chicago

Practice Tips

ERTC Enforcement and Withdrawing a Claim

Greg Silberman

Ritterband Tax & Accounting Solutions LLC

2 years 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 3 min read Atlanta

Practice Tips, Video

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

Cheryl Centeno

XPX Global

2 years 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

2 years 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 4 min read Atlanta

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What's Trending

Owner Life & Legacy

Why Founders Regret Exits (And It’s Rarely About Valuation)

Jerome Myers

Exit to Excellence

3 days ago

In conversations about exits, regret is usually framed as a pricing issue. The founder sold too early.The market moved higher.The company grew faster under

Mar 12, 2026 4 min read Charlotte

Business Value Growth

The Trapped at Work Act: What Employers Need to Know

Robert Brody

Brody and Associates, LLC

3 days ago

New York recently enacted legislation affecting certain employment agreements and repayment obligations. Employers need to re-evaluate their “claw back” agreements with their employees. This

Mar 12, 2026 4 min read Connecticut Long Island New Jersey New York Tri-State

Practice Tips

What AI Agents Can Actually Do in VAR Marketing

Susan Towers

Towers Fractional Marketing

1 week ago

Your quarterly revenue targets loom overhead like a thundercloud. You know you need faster pipeline creation. You need higher win rates. You need tighter

Mar 3, 2026 7 min read Philadelphia

Business Value Growth

The Six Centers of Doubt Advisors Should Watch For

Jerome Myers

Exit to Excellence

2 weeks ago

In my last piece, I wrote about the structural gap that appears when an exit plan focuses on the transaction but not the transition.

Feb 26, 2026 4 min read Charlotte

Business Value Growth

The Imperative of Change Communication in Business Transitions

Dianne Chase

Chase Media & Communication

3 weeks ago

Dianne Chase Founder/CEO Chase Media and Communication In the world of exit planning, mergers and acquisitions, and succession strategies, financials, legal frameworks, and

Feb 20, 2026 3 min read Charlotte

Owner Life & Legacy

The Pattern Most Exit Plans Ignore

Jerome Myers

Exit to Excellence

3 weeks ago

Most exit plans are built to optimize the transaction. Valuation is modeled.Taxes are engineered.Deal structure is negotiated. On paper, success is defined clearly. Yet

Practice Tips

What AI Agents Can Actually Do in VAR Marketing

Elevating Exit-Planning Outcomes: Frameworks, Data Tools, and Lessons from the IEPA Community

Winning More Business with Smarter Marketing

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

What's Trending

Why Founders Regret Exits (And It’s Rarely About Valuation)

The Trapped at Work Act: What Employers Need to Know

What AI Agents Can Actually Do in VAR Marketing

The Six Centers of Doubt Advisors Should Watch For

The Imperative of Change Communication in Business Transitions

The Pattern Most Exit Plans Ignore

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