XPX Northern California At XPX, successful exit planning depends on collaboration, specialized expertise, and advisors who understand the full lifecycle of a business. In
Audit
“Opinions are like boats on the sea of knowledge; while they can guide us, it is important to navigate with caution and consider multiple
By Allan Tepper Companies need about three months to receive a clean opinion for their annual audit. So why does your company need more
Program produced by XPX New York. Recognizing & Responding to Liquidity Challenges As professionals serving the XPX business community, it is critical that you
Program produced by XPX Fairfield County and XPX Hartford. Financial Management in Private and High-growth Organizations and Those Considering Exit Opportunities The heart of
Program produced by XPX Philadelphia. Stepping Into The Void: Option for Helping Clients When was the last time you heard, “I just need a
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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.
I got a call from an attorney the other day, asking for help with one of his clients. The client would like to retire,
Many business owners (and advisors) use these 3 terms interchangeably. Here’s a brief explanation of each.
Most founders spend years preparing for the transaction. Very few prepare for what the transaction changes. That gap is easy to miss during the
Forty percent. That’s the share of boutique investment bankers who, in a 2024 survey by SRS Acquiom, identified incomplete information on a target company
In a closely watched decision, the National Labor Relations Board (the “NLRB” or the “Board”) set aside a union election win at a Dold
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