Owners’ Academy

Free Succession Ready program launching in Boston this Fall – Info session on Sept 16

NYC Employers Face Enhanced Paid Parental Leave Obligations

Planning for Prosperity: Steven’s Exit Planning Success Story

The 5 D’s from a Proactive Perspective

ESOP 101: What It Is & How It Works

Be Ready When Opportunity Knocks: Why Due Diligence Preparation Matters in Business Transitions

DOL Wage and Hour Division No Longer Seeking Liquidated Damages at Administrative Stage

How To Diversify Financially As A Small Business Owner

Compassionate Capitalism and a Case for an ESOP Revolution

XPX Next 2025: Advancing the Conversation – Engaging the Owner in the Exit Topic Before it Becomes Urgent

XPX Next 2025: Aligning Sales Strategy to Company Vision

XPX Next 2025: What Time is It? How to position your business and your portfolio for the current economic and market environment

XPX Next 2025: State of the Middle Market

Announcing Our Next Book: The Family Business Blueprint

Preparing People for Change: HR’s Role in Succession-Related Communication