Nov 24, 2025 1 min read
Philadelphia
Members
Will yours be a Truly Rich Life without Lasting Health? These questions and stories are for you to share with your owner clients. What
Nov 4, 2025 1 min read
Charlotte
Advisor Resource
Client Profile A regional B2B services firm based in Greater Philadelphia, with 45 employees, seeking to expand its customer base through the acquisition of
Jul 30, 2025 1 min read
Philadelphia
State & Outlook of Private Capital in 2025 with Brent Blankenship, Director, Trivest Growth Investment Fund, Trivest Partners
Jul 25, 2025 1 min read
Quick update on the growth of our national network, our Advisor Resource Center, cross-chapter networking and data on collaboration among XPX members.
Jul 25, 2025 1 min read
We live in a world that constantly bombards us with information. But amidst all the noise, are we truly listening—or simply hearing? Today, July
Jul 18, 2025 1 min read
Atlanta
Jul 2, 2025 1 min read
Tri-State
Maryland Governor Wes Moore’s proposed 2025 budget includes significant changes to the state’s estate tax laws, making now a critical time for residents to
Feb 20, 2025 2 min read
Maryland
Did you know that AI is transforming the way businesses are sold and valued? Adopting AI tools to enhance the value of your company
Feb 19, 2025 1 min read
Atlanta
Enhance your member profile by adding a photo and your company logo! It’s a great way to personalize your presence and showcase your organization.
Jan 22, 2025 2 min read
Depending on who you are talking to, Private Equity is either the Great Satan or the savior of small and mid-market companies in the
Sep 4, 2024 3 min read
Our featured speakers: Tom Bixby, CEO of EvaluSys, Jacob Leise, Senior Director of Marketing at BizEquity, Chris Goade, Founder of 360 Consulting; Stuart Welsh,
Jul 31, 2024 1 min read
“Conflicts look bad. I always prepare touchy agenda points with my 2 senior leaders before leadership team meetings. This way senior leadership presents a
Jun 12, 2024 4 min read
Connecticut
“I should demote myself!” joked the head of sales. “It looks like I am better at selling than at managing a sales team.” We
Apr 16, 2024 4 min read
Connecticut
Homogeneity among your leadership team is like a decadent creamy chocolate cake: it feels tempting, but when you resist it, you get in much
Mar 11, 2024 3 min read
Connecticut
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The Connecticut Department of Labor (DOL) has joined a multistate worker protection alliance with the labor departments of Delaware, New Jersey, Maryland, Pennsylvania, and
Jan 21, 2026 2 min read
ConnecticutLong IslandNew JerseyNew YorkTri-State
The second installment of their Angel Investing Series is this Thursday, January 22nd with a focus on founders! This is a unique opportunity to
Jan 20, 2026 1 min read
Nashville
Your Health – Stabilize It Your owner clients been carefully planning and nurturing their career. Has their health been planned with the same intention?
Jan 16, 2026 1 min read
Charlotte
Advisor Resource
When manufacturing leaders set goals to grow revenues year-over-year (YoY), plans can often involve supporting current partners and onboarding new partners, penetrating new verticals
Jan 15, 2026 6 min read
Philadelphia
The Corporate Value Creation Formula Last month, I talked about how you can use a three-part corporate value creation formula for your clients by
Jan 7, 2026 3 min read
Advisor Resource
As you work with your clients, do you get a feel for the depth of their personal planning? Are they willing to release what’s
Jan 7, 2026 1 min read
Charlotte
Advisor Resource
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