As we prepare for XPX Next 2026: AI in Action – Advisor and Client Perspectives on July 14, many advisors are asking the same
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The Engine Analogy There’s a video I saw a long time ago that I’ve never forgotten of Russ Acoff explaining systems thinking using the
People nearing the sale of their business often lack certainty and clarity about who they will be, why they will matter, what they will
What did you think when you read this title “Corporate Value Creation?” If you’re like most business people, your mind went to the financial
Charlie ‘kept his cards close to the chest.’ He was a husband, father of three grown children, and a business owner. Then he received
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.
Many advisory client relationships face severe headwinds due to factors such as the client’s previous experience with advisors, attitude toward change, and openness to
Featured speaker: John Leonetti, President & CEO, IEPA-International Exit Planning Association Our moderator: Tinsley Dempsey, VP of Development & Strategy at Sofer Advisors
Our featured speakers: Tom Bixby, CEO of EvaluSys, Jacob Leise, Senior Director of Marketing at BizEquity, Chris Goade, Founder of 360 Consulting; Stuart Welsh,
A Guide to the New 2023 SBA SOP Written by Live Oak Bank The U.S. Small Business Administration (SBA) has implemented two Procedural Notices
At XPX Next, our advisor panelists share what tools they use to help their clients build realizable value. Moderator: Steve Conwell, CEO of Final
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Over the past decade, I’ve had more than 3,500 conversations with founders through podcast interviews, discovery calls, advisory engagements, and coaching sessions. Those conversations
“When times are tougher, you can’t leave. And when times are better, you don’t want to leave.”— Lloyd Blankfein, former CEO of Goldman Sach
When business owners think about exit planning, their attention naturally gravitates toward financial statements, legal structures, operational efficiencies, and tax strategies. Those areas deserve
By the time most founders begin thinking seriously about an exit, they are surrounded by expertise. Attorneys are helping structure the transaction. Accountants are
Can you relate to one of these scenarios? For yourself? For the owners you serve? Sleep is that time when your body and your
Category: Business Value Transfer | Tags: Private company valuation, Exit/Transition Planning, Financial planning, Retirement, Sell side/Divestiture, Advisor Client Relations, Family business, Mediation, Private equity,
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