Nov 24, 2025 1 min read
Philadelphia
Member News
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
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
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
Program produced by XPX South Florida. Our Speaker: Eric KeilesEOS Implementer Eric currently is an Implementer of EOS, the Entrepreneurial Operating System. He works
Feb 19, 2024 1 min read
Please join us on February 29 for our 20th annual Cocktails and Conversations program, presented by the Women’s Network of Miles & Stockbridge and
Feb 8, 2024 1 min read
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Nov 24, 2025 1 min read
Philadelphia
In a significant development for employers nationwide, the U.S. Department of Labor (DOL) announced it will not enforce the Biden-era 2024 Independent Contractor (IC)
Nov 19, 2025 3 min read
ConnecticutLong IslandNew JerseyNew YorkTri-State
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
XPX advisors bring a focus on short- and long-term value creation for their clients. The go-to metric of value is often the financial valuation.
Nov 3, 2025 2 min read
Advisor Resource
Hope + Systems = Momentum A hopeful vision without systems of engagement fades fast. When you pair vision with clear roles, feedback loops, and
Oct 30, 2025 4 min read
Atlanta
In my September article, I introduced the “Early Exit Planning Project”, a nationwide collaboration among XPX chapter members focused on improving exit outcomes for
Oct 30, 2025 1 min read
Charlotte
Advisor Resource
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