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Product Guides

Product Guides

Defer Capital Gains Taxes on Investment Properties

Stephen Davis

Safe Harbor Asset Management

2 years ago

Learn how you can use 1031 exchanges and DSTs to your advantage by Downloading my FREE Brochure. Read About: What a 1031 exchange is

Feb 17, 2023 1 min read Tri-State

Product Guides

Automated Tools to Support Corporate Value Growth

XPX Content

Exit Planning Exchange

3 years ago

For more information and resources, check out our Advisor Resources section. The video for this webinar is below. Corporate value growth is a key metric of

Sep 4, 2021 11 min read

Product Guides

Best Books and Methodologies for Value Growth

XPX Content

Exit Planning Exchange

3 years ago

Corporate value growth is a key metric of success for all companies. Measuring and driving this growth holds numerous unique challenges for privately-held companies,

Sep 4, 2021 11 min read

Product Guides

How to Start the Value Conversation with Your Clients

XPX Content

Exit Planning Exchange

3 years ago

Corporate value growth is a key metric of success for all companies. Measuring and driving this growth holds numerous unique challenges for privately-held companies,

Sep 4, 2021 7 min read

Product Guides

A Guide To Exit Planning Certifications

XPX Content

Exit Planning Exchange

4 years ago

It’s an indication of the maturity of the exit planning movement that there are now multiple options for certifications in exit planning and related

Jul 16, 2020 11 min read

Product Guides, Video

Advisor’s Guide to Value Building Methodologies

XPX Content

Exit Planning Exchange

5 years ago

Don’t miss this great discussion of the best value building methodologies among seasoned advisors who regularly work with clients in the lower/middle market to

Feb 3, 2020 1 min read

Product Guides, Video

How To Choose An Exit Planning Association

XPX Content

Exit Planning Exchange

5 years ago

Exit planning is an important part of every private company advisor’s practice. You can benefit from joining a good network. But what should you

Sep 30, 2019 1 min read

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Business Value Growth

From Gridlock to Growth: Conveying Clarity!

Maria Forbes

FIREPOWER Business Catalyst, LLC.

2 weeks ago

We’ve all been there. Stuck! Paralyzed! Whether it’s a key project grinding to a halt or a team dynamic that feels like walking on

Mar 28, 2025 4 min read Atlanta

Practice Tips

New ESOP communication resource from Blue Ridge ESOP

Tom Roback

Blue Ridge ESOP Associates

3 weeks 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

Owner Life & Legacy

How to Address Conflict During Succession Planning Discussions

Chuck Cooper

WhiteWater Consulting LLC

3 weeks ago

Succession planning is one of the most critical elements for a company’s long-term stability. It ensures that leadership transitions smoothly, helping businesses continue to

Mar 26, 2025 2 min read Charlotte

Owner Life & Legacy

Preserving Heritage While Embracing Change: Family Business Strategies for Future Success

Chuck Cooper

WhiteWater Consulting LLC

3 weeks ago

Family businesses are unique entities—and tend to come with many challenges. For instance, how do you balance the desire to preserve long-standing traditions with

Mar 26, 2025 3 min read Charlotte

Business Value Growth

Federal Court Enjoins Some Aspects of Trump’s DEI Executive Orders

Robert Brody

Brody and Associates, LLC

3 weeks ago

In the first few days of his second term, President Trump issued two Executive Orders aiming to dismantle diversity, equity, and inclusion (“DEI”) initiatives

Mar 21, 2025 2 min read Tri-State

Practice Tips

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

Larry Gard

Done With Work Retirement Coaching and Consulting

1 month ago

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

Product Guides

Defer Capital Gains Taxes on Investment Properties

Automated Tools to Support Corporate Value Growth

Best Books and Methodologies for Value Growth

How to Start the Value Conversation with Your Clients

A Guide To Exit Planning Certifications

Advisor’s Guide to Value Building Methodologies

How To Choose An Exit Planning Association

What's Trending

From Gridlock to Growth: Conveying Clarity!

New ESOP communication resource from Blue Ridge ESOP

How to Address Conflict During Succession Planning Discussions

Preserving Heritage While Embracing Change: Family Business Strategies for Future Success

Federal Court Enjoins Some Aspects of Trump’s DEI Executive Orders

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

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