If you’re the “Human API” that everything flows through, you’re not scaling—you’re becoming the constraint that limits your company’s growth capacity. Around 70% of
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Most business owners and leadership teams agree they want growth. Far fewer agree on the management processes, priorities, and challenges that are actually shaping
For years, business owners have been told that retirement is a finish line. Work hard, build something successful, and one day you’ll sell it
As we prepare for XPX Next 2026: AI in Action – Advisor and Client Perspectives on July 14, many advisors are asking the same
If you advise privately held businesses, you likely have clients in healthcare services who are sitting on significant value they may not fully understand.Home
If you want to grow a business — scale it, sell it, hand it to someone else, or just make it stronger — the
Part 2: Are Your People Jobholders … or Growth Partners? FIREPOWER Teams Real-Life Client Situations Muscle Memory vs. Stretching into New Habits The business
Part 1: Are Your People Jobholders… or Growth Partners? Sustainable growth doesn’t come from strategy alone. In today’s business environment, it comes from people
AI is rapidly becoming embedded in advisory workflows—but many middle-market initiatives still fall short of producing truly actionable strategies. Why? Because AI can only
What did you think when you read this title “Corporate Value Creation?” If you’re like most business people, your mind went to the financial
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
In my September article, I introduced the “Early Exit Planning Project”, a nationwide collaboration among XPX chapter members focused on improving exit outcomes for
Steven started his manufacturing business 35 years ago. He began making a few items using injection molding techniques and enjoyed enough success that he
From Spreadsheet Chaos to Sale-Ready: Building Executive Dashboards That Increase Business Valuation
Last month, I walked into a manufacturing facility where the owner proudly showed me their “inventory system” – handwritten tags zip-tied to pallets and
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Most of us have watched the same thing discount a deal or kill it: the owner is the only person in the company who
I thought this might be useful to fellow XPX members who work with founders and families navigating succession. In this conversation with Frazer Rice
I thought this might be useful to fellow XPX members who work with families navigating leadership and ownership transitions. The article introduces the idea
I thought this might be useful to fellow XPX members who lead advisory firms or are thinking about how to develop the next generation
I thought this might be useful to fellow XPX members working with founders and families during succession. The article looks at a familiar problem:
I thought this might be useful to fellow XPX members who work with family-owned businesses considering a sale. The article looks at a part
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