Video

Video

ESOP – Maximizing Values in the Sale of Your Business

Drew Bringhurst

Executive Financial Services, LLC ESOP Consultants(EFS, LLC ESOP Consultants)

1 week ago

When it comes time to sell a business, the most obvious goal is to secure the highest possible price. But for many owners, the

Jun 5, 2025 1 min read Nashville

Video

ESOP – The “E” is for Employees

Drew Bringhurst

Executive Financial Services, LLC ESOP Consultants(EFS, LLC ESOP Consultants)

1 week ago

The E is for Employees When most people hear about an ESOP—Employee Stock Ownership Plan—they often focus on the advantages it offers business owners.

Jun 5, 2025 1 min read Nashville

Video

How to Know and Make Your Number – Value Creation: Podcast

David Shavzin

The Value Track

3 months ago

“How to Know and Make Your Number.” Thanks to Steve Preda at Summit OS® – stevepreda.com for having me on his podcast to discuss

Feb 23, 2025 1 min read Atlanta

Business Value Transfer, Video

XPX Next: State of the Exit Planning Market

Cheryl Centeno

XPX Global

10 months ago

Featured speaker: John Leonetti, President & CEO, IEPA-International Exit Planning Association Our moderator: Tinsley Dempsey, VP of Development & Strategy at Sofer Advisors

Jul 31, 2024 1 min read

Business Value Transfer, Video

XPX Next: 5 Approaches to Get an Owner to Talk Exit

Cheryl Centeno

XPX Global

10 months ago

Featured speaker: Laura Ferguson, VP of Partnerships & Enterprise Sales at The Value Builder System Our moderator: Ray Croff, CEO of Mobius Financial Advisors

Jul 31, 2024 1 min read

Member News, Video

XPX Next: Managing for Value

Cheryl Centeno

XPX Global

10 months ago

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

Business Value Growth, Video

XPX Next Keynote: Fundamentals of Non-control Private Equity Investments

Cheryl Centeno

XPX Global

10 months ago

Our video features our Keynote from XPX Next, Fundamentals of Non-control Private Equity Investments. Featured Keynote speakers: Jamie Elias, Managing Partner, TGIF and Amir

Jul 31, 2024 1 min read

Practice Tips, Video

Cross-Chapter Power Networking Recap: “Ask the Experts” Collaboration

Cheryl Centeno

XPX Global

1 year ago

At our February Cross-Chapter Power Networking session, we introduced a new format aptly named “Ask the Cross-Chapter Experts”. Our facilitator, XPX Nashville member, Lisa Kaufman, a

Feb 27, 2024 1 min read

Owner Life & Legacy, Video

Tax Strategies for High Net Worth Clients

Cheryl Centeno

XPX Global

1 year ago

Program produced by XPX South Florida. The current temporarily high $12.92 million estate and gift tax exemption will “Sunset” on December 31, 2025. Starting

Oct 30, 2023 1 min read South Florida

Business Value Growth, Video

Taxation and Company Re-structuring

Cheryl Centeno

XPX Global

2 years ago

This is the fifth installment of our 2022 exciting, in-depth six-part “Lunch and Learn” series, where our Chapter’s professional advisers will discuss the exit

Oct 24, 2022 2 min read

Business Value Growth, Video

Financials and A Future Exit: Preparation and process to sharpen business financials for a successful sale

Cheryl Centeno

XPX Global

2 years ago

The state of a company’s financials could make or break its future sale. Balance sheets that don’t balance. “Add-backs” that can’t be justified. Messy

Sep 21, 2022 4 min read Atlanta