Buy side/Acquisitions
Wealth managers and financial industry observers have pointed out that we are in the midst of a great wealth transfer driven by Baby Boomers.
Jun 11, 2024 3 min read
Atlanta
Starting with the End in Mind – webinar for business owners and buyers May 16 at 1PM (EDT) If you have the following questions,
Apr 24, 2024 1 min read
Greater Boston
A Guide to the New 2023 SBA SOP Written by Live Oak Bank The U.S. Small Business Administration (SBA) has implemented two Procedural Notices
Jan 15, 2024 4 min read
Mergers and acquisitions are successful because the subsequent integration provides value. The Board of Directors of the acquiring firm plays an important role in
Jan 9, 2024 1 min read
Atlanta
I get this question a lot in M&A. The purchase price of a business can have a number elements: 1. down payment (cash equity
Nov 16, 2023 1 min read
Greater Boston
Methodology to Avoid Business Disruptions A business requirements study is conducted before the software implementation begins. The legacy software database is transferred to
May 20, 2023 1 min read
New York
Our borrowers often ask us, “Is it better to buy an established business or start up a business?” It’s a reasonable question for those
Apr 19, 2023 2 min read
Connecticut
Mergers and acquisitions (M&A) have become an influential business strategy as leaders look for opportunities to accelerate growth and gain market share. As these
Feb 6, 2023 4 min read
Long Island
Business acquisitions are among the eligible uses for Small Business Administration (SBA) 7(a) loans. In fact, the SBA 7(a) program provides many advantages for
Jan 18, 2023 3 min read
Connecticut
We interview Jeff Swiggett, Business Sale and M&A Advisor as part of our Expert Interview series. Jeff discusses how Buyers look at your business
Nov 2, 2022 1 min read
Tri-State
Our motto is “Speed is our weapon”. Every day I see this come to life with my clients from day 1 to closing. Here’s
Sep 23, 2022 1 min read
Connecticut
BLUE RIDGE ESOP ASSOCIATES ACQUIRES CROWE LLP ESOP BUSINESS Crowe Employee Stock Ownership Plan (ESOP) and certain tax-related 401(k) Plan services will transition to
Aug 27, 2022 2 min read
Maryland
Program produced by XPX Triangle. Addressing the challenges of acquisitions: Integrating a new management team; integrating cultures; keeping key employees happy. Our Speakers: Nigel
Apr 29, 2022 1 min read
Triangle
Program produced by XPX Philadelphia. In this program we continue to explore the journey to exit of a $40M, privately held, family-owned Manufacturing Company.
Mar 25, 2022 1 min read
Philadelphia
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Will yours be a Truly Rich Life without Lasting Health? These questions and stories are for you to share with your owner clients. What
Nov 4, 2025 1 min read
Charlotte
Advisor Resource
XPX advisors bring a focus on short- and long-term value creation for their clients. The go-to metric of value is often the financial valuation.
Nov 3, 2025 2 min read
Advisor Resource
Hope + Systems = Momentum A hopeful vision without systems of engagement fades fast. When you pair vision with clear roles, feedback loops, and
Oct 30, 2025 4 min read
Atlanta
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
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
Recent Gallup data reveals that global employee engagement fell from 23% to 21% in 2024, marking only the second dip in the past 15 years—and
Oct 29, 2025 2 min read
Atlanta
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