Business Value Growth

XPX Member Spotlight: Brit Summerill, Partner at NOW CFO

Jaco Grobbelaar

BroadVision Marketing

1 month 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

Business Value Growth

October 2025 Early Exit Planning Project Update

Tom Bixby

EvaluSys LLC 3 months ago

In my September article, I introduced the “Early Exit Planning Project”, a nationwide collaboration among XPX chapter members focused on improving exit outcomes for

Oct 30, 2025 1 min read Charlotte Advisor Resource

Business Value Growth

October 2025 XPX Cross-Chapter Networking Discussion Takeaways

Tom Bixby

EvaluSys LLC 3 months ago

This article summarizes the key takeaways from the October 2025 Cross-Chapter Networking event, where breakout groups discussed two main questions related to Early Exit

Oct 30, 2025 4 min read Charlotte Advisor Resource

Practice Tips

Elevating Exit-Planning Outcomes: Frameworks, Data Tools, and Lessons from the IEPA Community

Jarrad Holtze

The IEPA

3 months ago

The Exit-Planning Imperative With more than half of U.S. businesses owned by Baby Boomers preparing to transition, the need for effective exit planning has

Oct 27, 2025 3 min read

Practice Tips

Winning More Business with Smarter Marketing

Susan Towers

Towers Fractional Marketing

3 months ago

Originally published on Manufacturing Tomorrow. Copyright remains with the original publisher. ‍ For mid-sized job shops and OEM fabricators, marketing often takes a backseat to

Oct 22, 2025 6 min read Philadelphia

Business Value Growth

Helping Your Clients Manage Risk through Effective Enterprise Risk Management

Steven Lustig

Lustig Global Consulting

9 months ago

Are your clients best preparing for success and for an exit by managing the risks they face? In this interview hosted by John Ray

May 13, 2025 1 min read Atlanta

Business Value Growth

The Importance of Business Exit Planning

Tom Bixby

EvaluSys LLC 11 months ago

This is a short video speaking to the importance of business exit planning for business owners, and about my journey to develop the Exit

Feb 27, 2025 1 min read Charlotte Advisor Resource

Business Value Growth

The Science That Transforms Your Timeline for Growth and Exit

Maria Forbes

FIREPOWER Business Catalyst, LLC.

1 year ago

How would it feel to shorten the time to productivity? Why does someone need to do their job the way they do? How can

Feb 6, 2025 4 min read Atlanta

Business Value Growth

Navigating Business Exits: An HR Roadmap

Marci Caudle

Tagro Solutions

1 year ago

The Role of Culture in M&A Success: Navigating Integration with HR Insights In the dynamic world of business, effective exit planning is crucial for

Dec 19, 2024 5 min read Philadelphia

Business Value Growth

Revenue Based Capital-What it is, and where it fits

Michael Leary

Learco Business Services, LLC

1 year ago

Alternative or creative financing can take several forms. Today I would like to briefly address Revenue Based Capital. As this type of funding is

Dec 18, 2024 1 min read Triangle

Owner Life & Legacy

Exit Strategy – Harvest or Grow?

John Dini

The Exit Planning Coach

1 year ago

In every internal transfer, whether to family or employees, the owner/seller has to make the harvest or grow decision. We’ll presume that your

Dec 9, 2024 4 min read San Antonio

Business Value Transfer

Just Add Capital

Felipe Suarez

Financially Sound Solutions

1 year ago

If you’re looking to attract an investor or an acquirer one day, expect them to dig into your sales and marketing process. If you’re

Oct 31, 2024 2 min read Houston

Business Value Growth

Why Your Exit Planning Process Needs a Fractional CFO

Michael Stier

FocusCFO 1 year ago

What is your goal for your business? As fractional CFOs, when we first meet with our clients, this is among the first questions we

Oct 7, 2024 1 min read Charlotte Advisor Resource

Business Value Growth

Tax Advantages of ROBS Rollovers for Business Funding

Greg Silberman

Ritterband Tax & Accounting Solutions LLC

1 year ago

ROBS – or Rollovers as Business Start-ups – allow prospective business owners to use funds from their existing personal 401(k) or other retirement accounts as capital for buying

Sep 19, 2024 2 min read Atlanta

Business Value Growth

Mastering the Art of the Strategic “NO” for Business Growth

Maria Forbes

FIREPOWER Business Catalyst, LLC.

1 year ago

As a small business owner, your instinct might tell you to seize every opportunity that knocks on your door. Let’s face it: saying yes

Sep 18, 2024 2 min read Atlanta

Business growth

XPX Member Spotlight: Brit Summerill, Partner at NOW CFO

October 2025 Early Exit Planning Project Update

October 2025 XPX Cross-Chapter Networking Discussion Takeaways

Elevating Exit-Planning Outcomes: Frameworks, Data Tools, and Lessons from the IEPA Community

Winning More Business with Smarter Marketing

Helping Your Clients Manage Risk through Effective Enterprise Risk Management

The Importance of Business Exit Planning

The Science That Transforms Your Timeline for Growth and Exit

Navigating Business Exits: An HR Roadmap

Revenue Based Capital-What it is, and where it fits

Exit Strategy – Harvest or Grow?

Just Add Capital

Why Your Exit Planning Process Needs a Fractional CFO

Tax Advantages of ROBS Rollovers for Business Funding

Mastering the Art of the Strategic “NO” for Business Growth

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