Business Value Transfer, Video

XPX Next: State of the Exit Planning Market

XPX Global

8 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

Member News, Video

XPX Next: Managing for Value

Cheryl Centeno

XPX Global

8 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

Informed Inclusion

A Guide to the New 2023 SBA SOP

Lane Rhodes

Live Oak Bank

1 year ago

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

Jan 15, 2024 4 min read

Business Value Growth

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

Cheryl Centeno

XPX Global

1 year ago

At XPX Next, our advisor panelists share what tools they use to help their clients build realizable value. Moderator: Steve Conwell, CEO of Final

Jul 31, 2023 1 min read

Advisor Tools

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

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