Successful exit planning, transfer of ownership, divestment, or asset/share sale depends on collaboration, specialized expertise, and advisors who understand the full lifecycle of a
Business Value Growth
Two construction companies can produce similar earnings and still command very different offers when they go to market. For advisors, understanding why is critical.
For many privately held businesses, the founder is the brand. Customers know them, prospects trust them, employees look to them for direction, and referral
Employee feedback shouldn’t be about checking an engagement box. It should fuel performance. Think about it: the people closest to the work often have
Most of us have watched the same thing discount a deal or kill it: the owner is the only person in the company who
I thought this might be useful to fellow XPX members who work with family-owned businesses considering a sale. The article looks at a part
A recent federal appellate decision reminds us that employers must take all complaints of workplace harassment seriously, even when the conduct may not include
If you’re the “Human API” that everything flows through, you’re not scaling—you’re becoming the constraint that limits your company’s growth capacity. Around 70% of
Founder dependence rarely announces itself as a problem. More often, it arrives dressed as success. A customer insists on speaking with the founder because
Most business owners believe their greatest strength is their own indispensability. After all, they built the company. They know every customer, every process, every
Frequently, when people hear the words “SBA loan,” they picture paperwork, delays, and a process that feels better suited to another decade than today’s
Family businesses are built on legacy, relationships, and long-standing values. These qualities are often the reason they succeed across generations. But as organizations grow
The Hidden Deal Breaker When business owners prepare to sell their company, they want to maximize their company’s value; they often focus on revenue,
In the fast-paced business landscape, turnover is often seen through the lens of financial impact; recruitment costs, training expenses, and productivity losses. While these
Connecticut has enacted significant amendments to the Connecticut Data Privacy Act (CTDPA), expanding its scope and introducing new compliance obligations for businesses that collect,
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Successful exit planning, transfer of ownership, divestment, or asset/share sale depends on collaboration, specialized expertise, and advisors who understand the full lifecycle of a
I was sitting with a founder whose financial advisers had already answered one of the questions exit planning is supposed to answer. He had
Two construction companies can produce similar earnings and still command very different offers when they go to market. For advisors, understanding why is critical.
After years of advising privately held companies, I’ve noticed something interesting: The questions don’t really change. Different industries. Different sizes. Different personalities.But the same
A business can be profitable, well managed, and growing, yet one unexpected event involving a co-owner can put its future at risk if the
For many owners, concern for employees is one of the most emotionally significant parts of selling a company. Long-term team members may have helped
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