The sale of a major business asset often represents the culmination of many years of work. The asset might be a family business, an
Advisors
1 of 4 in a series on Building a Leadership Pipeline That Won’t Crack Under Pressure Every leadership team looks strong when business is
I thought this might be useful to fellow XPX members who lead advisory firms or are thinking about how to develop the next generation
Think of business like a sport. Crisis management, compliance, risk mitigation, and maintaining quality are all defensive strategies. Offensive strategies are designed to seize
I got a call from an attorney the other day, asking for help with one of his clients. The client would like to retire,
One of the most mystifying characteristics of the contemporary workplace is how little career advancement actually happens. A survey by the Pew Research Center
AI is rapidly becoming embedded in advisory workflows—but many middle-market initiatives still fall short of producing truly actionable strategies. Why? Because AI can only
There is a gap in how most businesses are run that AI will either amplify or destroy. Most leaders focus primarily on financials. And
I got a call from an attorney the other day, asking for help with one of his clients. The client would like to retire,
Do you recognize Rick? If so, I have a gift for him (or her.) Rick is not just a character in a story. You
Listen to this post as a podcast: https://podcasts.apple.com/us/podcast/wb4-quantum-computing-investment-landscape/id1778522619?i=100068437931 Click here to talk to Bloomwood about your finances. Welcome back, everyone! Are you ready
Many consultants/advisors/coaches are serving business owners who resist the notion there might be significant, unrecognized issues in their company, or who believe they needn’t
As a long-time business consultant and value growth advisor to middle-market companies, I frequently met business owners who didn’t recognize the urgency to plan
The economic rebound has made the competition for skilled, technical professionals more challenging. A May 2021 report from Robert Half stated that 93% of
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I saw a post on LinkedIn—a glimpse of rare leadership insight that caused me to pause. A koan posted by someone named Dr. Sam
One of the most expensive assumptions in business is this: “Clearly our best performer/star X should be our next CEO.” It feels logical. After
Being Ghosted by a Prospect Just last week, two different business owners raised the same frustration with me: being ghosted by prospects. Ghosting can’t
Two offers with the same headline price can leave a seller with very different net proceeds, because whether a deal closes as an asset
The terms M&A advisor and business broker overlap, especially on smaller deals, which means a title alone tells a client little about who will
A client with a few dominant customers may still sell, but part of the price can end up tied to whether those customers stay
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