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

Business Value Growth

October 2025 Early Exit Planning Project Update

Tom Bixby

EvaluSys LLC 2 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

Planning for Prosperity: Steven’s Exit Planning Success Story

Tom Bixby

EvaluSys LLC 4 months ago

Steven started his manufacturing business 35 years ago. He began making a few items using injection molding techniques and enjoyed enough success that he

Sep 2, 2025 4 min read Charlotte Advisor Resource

Business Value Growth

From Spreadsheet Chaos to Sale-Ready: Building Executive Dashboards That Increase Business Valuation

Nathaniel Holzmann

Low Code Road

7 months ago

Last month, I walked into a manufacturing facility where the owner proudly showed me their “inventory system” – handwritten tags zip-tied to pallets and

May 25, 2025 5 min read Nashville

Business Value Growth

The Importance of Accurate Portfolio Valuations for Investor Confidence

Patrick Guthrie

Evergreen Advisors LLC

1 year ago

Authored By: Patrick Guthrie In the world of investing, trust is paramount. Investors want to feel confident that their assets are valued accurately and fairly.

Sep 9, 2024 4 min read Maryland

Member News, Video

XPX Next: Managing for Value

Cheryl Centeno

XPX Global

1 year ago

Our featured speakers: Tom Bixby, CEO of EvaluSys, Jacob Leise, Senior Director of Marketing at BizEquity, Chris Goade, Founder of 360 Consulting; Stuart Welsh,

Jul 31, 2024 1 min read

Business Value Growth

Can You Offer too Many Product Versions to Your Customers?

Steven Lustig

Lustig Global Consulting

1 year ago

Can you Offer Too Many SKUs to Your Customers? The short answer is YES! A SKU, or Stock Keeping Unit, defines each different product

Jul 9, 2024 4 min read Atlanta

Business Value Growth

Addressing the Value Gap – Truth in Pricing

John Dini

The Exit Planning Coach

1 year ago

Truth in pricing is a common issue when discussing the sale of a business. The selling price of their company is a

Jun 13, 2024 4 min read San Antonio

Business Value Growth

Continuous Improvement and Employee Engagement Through Employee Suggestion Programs

Steven Lustig

Lustig Global Consulting

1 year ago

During my first visit to one factory, I quickly noticed on a wall in the lobby a collection of cards with employee suggestions –

Jun 11, 2024 3 min read Atlanta

Business Value Growth

Why Can’t I Find the Right Salespeople?

Kevin Donovan

Fortis Sales Solutions

1 year ago

It’s midnight. Your recycling bin is overflowing with rejected resumes. Your eyes can barely focus on the letters in front of you — and

Apr 19, 2024 6 min read Connecticut

Business Value Growth

Impressions of Value in Exit Planning

John Dini

The Exit Planning Coach

1 year ago

Business owners, advisors, and buyers frequently have widely different impressions of value when it comes to a business. The Pepperdine Private Capital Markets Survey

Apr 2, 2024 2 min read

Business Value Transfer

Understanding Main Street and Middle Market Companies

John Dini

The Exit Planning Coach

2 years ago

A common area of confusion among advisors is understanding the difference between a “Main Street” business, a “Middle Market” business and a “Mom and

Aug 20, 2023 4 min read San Antonio

Business Value Growth

Tools to Build Long-term Value featuring BEI, Maus and The Value Builder System

Cheryl Centeno

XPX Global

2 years ago

At XPX Next, our advisor panelists share what tools they use to help their clients build realizable value. Moderator: Steve Conwell, CEO of Final

Jul 31, 2023 1 min read

Business Value Growth

7 Tips for Working with a Fractional CFO to Grow Your Business Value

Michael Stier

FocusCFO 2 years ago

As a small business owner, you face many challenges when running your own company. Financial management is one of the most critical aspects of

May 13, 2023 1 min read Charlotte Advisor Resource

Business Value Growth

Preserving Transferable Value Inside the Company

Cheryl Centeno

XPX Global

2 years ago

Program produced by XPX Atlanta. “Making the Owner Irrelevant – Preserving Transferable Value Inside the Company We set the stage in January. Now, let’s

Feb 24, 2023 3 min read Atlanta

Business Value

Help Your Clients Build a Foundation to Maximize Their Corporate Value

October 2025 Early Exit Planning Project Update

Planning for Prosperity: Steven’s Exit Planning Success Story

From Spreadsheet Chaos to Sale-Ready: Building Executive Dashboards That Increase Business Valuation

The Importance of Accurate Portfolio Valuations for Investor Confidence

XPX Next: Managing for Value

Can You Offer too Many Product Versions to Your Customers?

Addressing the Value Gap – Truth in Pricing

Continuous Improvement and Employee Engagement Through Employee Suggestion Programs

Why Can’t I Find the Right Salespeople?

Impressions of Value in Exit Planning

Understanding Main Street and Middle Market Companies

Tools to Build Long-term Value featuring BEI, Maus and The Value Builder System

7 Tips for Working with a Fractional CFO to Grow Your Business Value

Preserving Transferable Value Inside the Company

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