The sale of a major business asset often represents the culmination of many years of work. The asset might be a family business, an
Advisory Relationship
Thomas Roback, Jr., CEP, QKA, is Chief Revenue Officer for Blue Ridge ESOP and VP, Membership for the Mid-Atlantic Carolinas ESOP Association. He attended
By the time most founders begin thinking seriously about an exit, they are surrounded by expertise. Attorneys are helping structure the transaction. Accountants are
Most advisors think of transition as something that happens after the transaction. In reality, the founder’s separation from the business often begins much earlier.
Most founders spend years preparing for the transaction. Very few prepare for what the transaction changes. That gap is easy to miss during the
The second installment of their Angel Investing Series is this Thursday, January 22nd with a focus on founders! This is a unique opportunity to
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
Sometimes a cigar is just a cigar . . . a quote mis-attributed to Freud and often used to challenge the suggestion that there’s
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
In our first blog in this series, “Selling My Business, What Should I Expect,” we talked about what to expect in the sale process
A common area of confusion among advisors is understanding the difference between a “Main Street” business, a “Middle Market” business and a “Mom and
The problem that sometimes occurs when working with a business owner who is considering exiting their business is the strong link between the owner
After fifteen (15) years of training advisors and working with business owners, the IEPA has been involved with more than 100 exit plans. One
Ninth article in a series . . . If you work as a business advisor, you know that engagements can be unpredictable. Whether helping
Eighth article in a series . . . If you work as a business advisor, you know that engagements can be unpredictable. Whether helping
Popular
What's Trending
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
Business owners preparing for an eventual transition often focus on value, timing, and deal structure, but the quality and transferability of the underlying business
Explore the Knowledge Exchange
Make XPX Part of Your Business Plans
Explore
Learn
Account
Connect
Help & Support
© 2026 XPX Global LLC. Privacy Policy Norms & Principles Site Map Terms of Use
© 2026 XPX Global LLC. All Rights Reserved.