Knowledge Exchange

Audit

Business Value Growth

Conducting a Website Audit? Here’s How to Organize Feedback from a Boatload of Stakeholders

Dina Wasmer

Incite Creative

2 years ago

“Opinions are like boats on the sea of knowledge; while they can guide us, it is important to navigate with caution and consider multiple

Oct 19, 2023 8 min read Maryland

Practice Tips

Annual Audit: 5 Ways to Save Time, Money

David DeMuth

CFO Consulting Partners LLC

3 years ago

By Allan Tepper Companies need about three months to receive a clean opinion for their annual audit. So why does your company need more

Mar 30, 2022 6 min read Tri-State

Business Value Growth, Video

Recognizing and Responding to Liquidity Challenges

XPX Content

Exit Planning Exchange

4 years ago

Program produced by XPX New York. Recognizing & Responding to Liquidity Challenges As professionals serving the XPX business community, it is critical that you

Feb 24, 2021 1 min read New York Tri-State

Business Value Transfer, Video

Financial Management in Private and High-growth Organizations and Those Considering Exit Opportunities

XPX Content

Exit Planning Exchange

5 years ago

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

Nov 13, 2020 2 min read Connecticut Tri-State

Business Value Growth, Video

Stepping into the Void: Option for Helping Clients

XPX Content

Exit Planning Exchange

5 years ago

Program produced by XPX Philadelphia. Stepping Into The Void: Option for Helping Clients When was the last time you heard, “I just need a

Sep 20, 2020 1 min read Philadelphia

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Owner Life & Legacy

Health – Stabilize It

Michelle Fritsch

Propel Comprehensive Wellness 3 days ago

Your Health – Stabilize It Your owner clients been carefully planning and nurturing their career. Has their health been planned with the same intention?

Jan 16, 2026 1 min read Charlotte Advisor Resource

Business Value Growth

Making Good on Your Growth Goals

Susan Towers

Towers Fractional Marketing

4 days ago

When manufacturing leaders set goals to grow revenues year-over-year (YoY), plans can often involve supporting current partners and onboarding new partners, penetrating new verticals

Jan 15, 2026 6 min read Philadelphia

Business Value Growth

Help Your Clients Build a Foundation to Maximize Their Corporate Value

Mary Adams

Insights7 1 week ago

The Corporate Value Creation Formula Last month, I talked about how you can use a three-part corporate value creation formula for your clients by

Jan 7, 2026 3 min read Advisor Resource

Owner Life & Legacy

Don’t leave the personal planning to chance

Michelle Fritsch

Propel Comprehensive Wellness 1 week ago

As you work with your clients, do you get a feel for the depth of their personal planning? Are they willing to release what’s

Jan 7, 2026 1 min read Charlotte Advisor Resource

Business Value Growth

The Hidden Cost of Owner Dependency

Erik Schlesinger

Build Scale Prosper

1 week ago

Waiting Is a Choice. An Expensive One. Most business owners don’t wait because they don’t care or don’t know better. They wait because the

Jan 6, 2026 3 min read Chicago

Business Value Growth

XPX Member Spotlight: Brit Summerill, Partner at NOW CFO

Jaco Grobbelaar

BroadVision Marketing

2 weeks ago

XPX Northern California At XPX, collaboration isn’t just a buzzword—it’s the foundation of effective exit planning. In this member spotlight, we sat down with

Jan 5, 2026 3 min read Northern California

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