Product Guides

What's New

All The Latest News

XPX Content

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 success for all companies. Measuring and driving this growth holds numerous unique challenges for privately-held companies, especially in the lower middle market. Fortunately, there are resources available to assist with that…

XPX Content

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, especially in the lower middle market. Fortunately, there are resources available to assist with that process. In this article, we’ll share some of our community’s recommendations of books and methodologies for…

XPX Content

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, especially in the lower middle market. Fortunately, there are resources available to assist with that process. In this article, we’ll focus on the consultant’s role in educating the client on the…

XPX Content

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, especially in the lower middle market. Fortunately, there are resources available to assist with that process. In this article, we’ll focus on four midrange online platforms used by the XPX members…

XPX Content

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 disciplines. In this post, we’ll provide a view of the landscape plus share some of our long-time XPX members’ experiences with exit planning certifications.The Exit Planning Exchange (XPX) is an association…

XPX Content

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 look for? This webinar will provide you with 10 question to ask about the organizations, their programming and business model. The goal is to help you find the right fit for…

Popular

What's Trending

Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia

Are you bored with your career and have an entrepreneurial dream you want to chase? Meet Dr. Gary Crotaz author of “The Idea Mindset” on Friday’s live Zoomcast The Best Business Minds. Click here:https://www.eventbrite.com/e/meet-dr-gary-crotaz-author-of-the-idea-mindset-tickets-429481690297

Sara Burden of Walden Businesses, Inc. is a member of XPX Atlanta

PRESS RELEASE – SOLD – Sara Burden and Walden Businesses, Inc. is pleased to announce its client, AF&S Products & Services, Inc., completed a successful sale to McMaverick, Inc., dba Apex Solutions. Walden initiated this transaction and acted as advisor to the seller. AF&S Products & Services, Inc. is a Service-Disabled Veteran-Owned Small Business (SDVOSB)…

Bill McDermott of The Profitability Coach is a member of XPX Atlanta

Donna Beatty, Tax Partner with Frazier & Deeter, and Robert Stephens, Managing Partner of CFO Navigator, were Bill McDermott’s guests on this episode of Profit Sense with Bill McDermott. Donna provided timely advice about taxes, new laws, and advice for business owners. Robert Stephens talked about how he helps businesses as a financial guide, how he speaks…

James Rores of Floriss Group is a member of XPX Ohio

Why do great companies with the right people, products, and customers miss quarterly revenue targets? Today, only 50% of salespeople on teams that perform achieve their quarterly goals. Worse, only 50% of those performers repeat their success the next quarter. A long-term study of two-million salespeople revealed that only 8% consistently follow a reliable sales…

Xavier Lederer of Ambrose Growth is a member of XPX Hartford

Join our FREE CEO Workshop on “How to define Core Values that improve your company culture” on Tuesday, October 4 at noon EST / 6 pm CET on Zoom. By the end of this interactive workshop you will: Know how Core Values can positively impact your company culture. Understand how to practically use Core Values on a day-to-day…

Previous
Next

Explore the Knowledge Exchange