XPX Northern California At XPX, successful exit planning depends on collaboration, specialized expertise, and advisors who understand the full lifecycle of a business. In
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“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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Over the past decade, I’ve had more than 3,500 conversations with founders through podcast interviews, discovery calls, advisory engagements, and coaching sessions. Those conversations
“When times are tougher, you can’t leave. And when times are better, you don’t want to leave.”— Lloyd Blankfein, former CEO of Goldman Sach
When business owners think about exit planning, their attention naturally gravitates toward financial statements, legal structures, operational efficiencies, and tax strategies. Those areas deserve
By the time most founders begin thinking seriously about an exit, they are surrounded by expertise. Attorneys are helping structure the transaction. Accountants are
Can you relate to one of these scenarios? For yourself? For the owners you serve? Sleep is that time when your body and your
Category: Business Value Transfer | Tags: Private company valuation, Exit/Transition Planning, Financial planning, Retirement, Sell side/Divestiture, Advisor Client Relations, Family business, Mediation, Private equity,
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