Advisor Tools

Selling a Major Business Asset: And achieving philanthropic objectives at the same time

ESOPerspective: Fellows Workshop Attracts ESOP Academics from across the globe

Do Your Leaders See the Same Business?

AI Is Everywhere. But Where Is the Real Value?

Turbocharging the Corporate Value Engine

Facing the Unknown Selling after 50

Corporate Value Creation – Make Sure You’re Asking the Right Questions

Prevent CHAOS for the Family

Talking Corporate Value with Your Clients

Pre-Engagement Due Diligence: 8 Factors That Undermine Engagement Success

XPX Next: State of the Exit Planning Market

XPX Next: Managing for Value

A Guide to the New 2023 SBA SOP

Tools to Build Long-term Value featuring BEI, Maus and The Value Builder System