Knowledge Exchange

Case study

Business Value Growth

Avoiding the Customization Trap

Laura Ferguson

The Value Builder System

11 months 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

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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What's Trending

Business Value Growth

Healthcare as a Consumer Product: Navigating the System with Price and Quality in Mind

Louis Bernardi

BritePath aka Group Planners Inc

2 days ago

The healthcare system often feels like a maze, where confusion reigns and the cost of care seems arbitrary. Plan sponsors and employees alike are

Jun 12, 2025 5 min read Tri-State

Practice Tips

Pre-Engagement Due Diligence: 8 Factors That Undermine Engagement Success

Tom Bixby

EvaluSys LLC

1 week ago

Many advisory client relationships face severe headwinds due to factors such as the client’s previous experience with advisors, attitude toward change, and openness to

Jun 6, 2025 1 min read Charlotte

Business Value Growth

New Version of I-9 Form Published

Robert Brody

Brody and Associates, LLC

1 week ago

The U.S. Citizenship and Immigration Services (USCIS) has published a new version of the I-9 Form. This latest version features only a handful of

Jun 6, 2025 1 min read Tri-State

Business Value Transfer

The Tax-Smart Exit Strategy Business Owners Shouldn’t Overlook

Drew Bringhurst

Executive Financial Services, LLC ESOP Consultants(EFS, LLC ESOP Consultants)

1 week ago

When it comes time to sell a business, many owners are shocked to realize how much of their hard-earned value will go to taxes.

Jun 5, 2025 1 min read Nashville

Owner Life & Legacy

Inspired by the Competition: How One Company Chose an ESOP

Drew Bringhurst

Executive Financial Services, LLC ESOP Consultants(EFS, LLC ESOP Consultants)

1 week ago

At Executive Financial Services, we often talk about the strategic power of Employee Stock Ownership Plans (ESOPs), but one client story stands out as

Jun 5, 2025 1 min read Nashville

Practice Tips

Profiles of ESOP Candidates

Drew Bringhurst

Executive Financial Services, LLC ESOP Consultants(EFS, LLC ESOP Consultants)

1 week ago

One of the most common questions we hear at Executive Financial Services is: How do I know if my company is a good candidate

Jun 5, 2025 1 min read Nashville

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