Owners’ Academy

What the Heck Is an ESOP – And Why Should You Care?

Why You Should Understand the ESOP Exit Strategy NOW

“Document Your Processes”: The Recommendation Owners Never Finish

Your Team May Agree With You, But… Are They Aligned?

The Hidden Cost of AI Dependence

The Costly Rush to Beat a Tax Change: What Advisors Need to Know About Exit Timing and Tax Policy

When Your Client Becomes the Lender: What Advisors Need to Know About Seller Financing

The Number That Moves After the Handshake: What Advisors Need to Know About Working Capital in a Business Sale

The Signature That Takes a Seller Off the Market: What Advisors Need to Know About Letters of Intent

Your Company Is Losing Value

What Happens When Nobody Needs You Anymore?

The Transaction Is an Event. The Transition Is a Process.

XPX Member Spotlight: Exploring ESOPs with Trevor Gilmore

The Numbers Don’t Tell the Whole Story: What Advisors Need to Know About Construction Business Valuations

When the Partnership Changes: What Advisors Need to Know About Buy-Sell Agreements