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Case study

Business Value Growth

Avoiding the Customization Trap

Laura Ferguson

The Value Builder System 1 year ago

In a recent research study by The Value Builder System™, they analyzed data from 20,000 business owners who completed a Value Builder assessment of

Jun 28, 2024 2 min read XPX Next Sponsors Advisor Resource

Business Value Transfer

Case Study: Legal Issues to be Resolved

Cheryl Centeno

XPX Global

2 years ago

Program produced by XPX South Florida. This is XPX South Florida’s final installment of a six-part “Lunch and Learn” series where they explore the

Nov 29, 2022 1 min read South Florida

Business Value Transfer, Video

The Secrets of Negotiating the Definitive Purchase Agreement

Cheryl Centeno

XPX Global

3 years ago

Our legal experts simulate a negotiation on the behalf of buyers and sellers in an M&A deal and share their strategies and tactics. You

May 18, 2022 1 min read Philadelphia

Business Value Growth, Video

Valuation and Operational Efficiencies: Buyer and Seller Considerations

Cheryl Centeno

XPX Global

3 years ago

Program produced by XPX South Florida. This is the second installment of our 2022 in-depth seven-part “Lunch and Learn” series, where our Chapter’s professional advisers discuss

May 11, 2022 1 min read South Florida

Business Value Transfer, Video

Exit from a Buyer’s Perspective

Cheryl Centeno

XPX Global

3 years ago

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

Business Value Transfer, Video

Case Study Continued: Early Personal Planning- Goal Settings & Valuations

Cheryl Centeno

XPX Global

3 years ago

This event will focus on Early Personal Wealth Planning for the principal owners. Specifically focusing on Goal Setting & identification of any Wealth/ Valuation

Sep 29, 2021 1 min read Charlotte

Business Value Transfer, Video

How to XPX Case Study: “Big Reveal” and Wrap Up of Our Client Sam’s Journey to Exit

Cheryl Centeno

XPX Global

3 years ago

View a final wrap-up of our case study client, Sam’s exit journey.

Sep 28, 2021 1 min read Atlanta

Business Value Transfer, Member News, Video

XPX Philadelphia: Introduction to 2021-2022 Case Study

Cheryl Centeno

XPX Global

3 years ago

Please join us for this first XPX case study of nice monthly sessions in which we will discuss what the owners of a $40M,

Sep 21, 2021 1 min read Philadelphia

Business Value Growth, Video

Case Study: Negotiating Strategies- How Can I Get What I Want and Need?

XPX Content

Exit Planning Exchange

4 years ago

Program produced by XPX Triangle. Case Study: Negotiating Strategies – How Can I Get What I Want and Need? Join us for a very

Apr 26, 2021 1 min read Triangle

Business Value Transfer, Video

Getting the Launch Codes

XPX Content

Exit Planning Exchange

4 years ago

Program produced by XPX Atlanta. Getting the Launch Codes Join us for the next chapter of our business owner’s journey towards a successful exit.

Feb 22, 2021 1 min read Atlanta

Business Value Growth, Video

How to XPX: There is a Better Way

XPX Content

Exit Planning Exchange

4 years ago

Program produced by XPX Atlanta. How to XPX: There is a Better Way The XPX way. We’ll be kicking off the new year with

Jan 18, 2021 1 min read Atlanta

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Business Value Transfer

How to Exit Your Business on Your Terms with Paul Cronin “Retirement Unlocked” podcast

Paul Cronin

Touchstone Advisors

2 days ago

You’ve built a business with care, grit, and vision. But what happens when the finish line is in sight and you realize you’re not

Sep 18, 2025 1 min read Greater Boston

Business Value Growth

The Hero Leader Trap: Why Indispensable Founders Limit Business Value

Jeff Weingrad

Incite Business Partners

3 days ago

Founders often wear the “hero leader” badge with pride. Every decision, every deal, every crisis runs through them. It looks like strength, but in

Sep 17, 2025 1 min read Triangle

Business Value Transfer

Free Succession Ready program launching in Boston this Fall – Info session on Sept 16

Havell Rodrigues

New Majority Capital

1 week ago

Are you a small business owner or know a small business owner considering a business exit? Designed for New England small business owners who

Sep 9, 2025 1 min read Greater Boston

Business Value Growth

NYC Employers Face Enhanced Paid Parental Leave Obligations

Robert Brody

Brody and Associates, LLC

1 week ago

On January 1, 2025, New York State (NYS) became the first in the country to provide paid time off for prenatal care or any

Sep 8, 2025 3 min read Tri-State

Business Value Growth

Planning for Prosperity: Steven’s Exit Planning Success Story

Tom Bixby

EvaluSys LLC 2 weeks 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

Practice Tips

Introducing the Early Exit Planning Project

Tom Bixby

EvaluSys LLC 3 weeks ago

In September 2025, a new project is kicking off called “Early Exit Planning”, working to implement the ideas introduced in the XPX Next 2025

Aug 29, 2025 2 min read Charlotte Advisor Resource

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