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 can read the case study by clicking on the link below. XPX Philadelphia case study
Case study
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 the exit planning strategies to be employed by a middle market software development company with $50 million in annual revenues. In this second session, we focus on calculation and enhancement of…
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. This next session is designed to share knowledge, build relationship within XPX Philadelphia and learn from our shared values and experience. In this next session we will explore the exit from…
This event will focus on Early Personal Wealth Planning for the principal owners. Specifically focusing on Goal Setting & identification of any Wealth/ Valuation Gap. Process steps covered: Discovery Wealth Planning Business Information Business Valuation CLICK HERE TO DOWNLOAD THE CASE STUDY FOR THE EVENT. Meet our Speakers: Jim Benedict, CPA, CFP®, CEPA®SVP – Senior…
View a final wrap-up of our case study client, Sam’s exit journey.
Please join us for this first XPX case study of nice monthly sessions in which we will discuss what the owners of a $40M, privately held, family owned Manufacturing company have to consider as they think about building value, transferring ownership and creating a legacy for their family, employees, customers and community. Click here to…
Program produced by XPX Triangle. Case Study: Negotiating Strategies- How Can I Get What I Want and Need? Join us for a very special session featuring experienced negotiator and Triangle XPX member Diego Munoz. Not only does Diego lend his master negation skills to his clients at KW Commercial on, he also shares his expertise…
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. The advisory team is being assembled, but where’s the “road map” for the trek ahead? Hear from experts on how an appropriately crafted baseline business review can provide the “launch codes”…
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 our first event — “How to XPX.” Get ready for an adventure of guiding a “client” through the rapids and eddies of getting him and his business on the market to sell, warts…
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When do I start my exit planning and how much is my company worth? We have gotten these questions for decades, especially from Baby Boomers. Sometimes it comes across casually: “So what do you think, should I start my exit plan 2 years ahead, maybe 3 years ahead?” They often ask knowing the answer. They are trying…
When a valuable employee tells you that they’ve received a job offer from another company, making a counteroffer may seem like a no-brainer. But before you do, consider these potential downsides. If you are throwing money at jobs, think twice. Owners that have not paid attention to employee compensation on an annual basis will now…
By Tom Aiken While more companies transact and store their business off premises, SaaS companies have seen a run up in their valuations. Since 2015, the SaaS market continues to grow—18% annually—while 99% of organizations are using at least one cloud solution to drive demand. From an investor perspective, SaaS companies provide a dependable revenue…
Coming up on mid-year, you might be reflecting on the first half and are either looking to course correct or finish strong. What are you going to start doing, stop doing, and keep doing? One of the ways to determine this is to look at the key metrics of your business and see if you’re on…
Many business owners wonder, “What will I do after I sell my business?” While most envision travel, or golf, etc., many fail to understand that they will likely have to stay on board for months or even a couple years to transition the business to the new owners. This period can be hard for many…
What is a Unique Contributor? Employers that are committed to engaging the reliable strengths of their teams cultivate what we call a Unique Contributor business model. These employers have a direct line of sight to their best competitive advantage, their secret weapon to ongoing growth, their talent base. What about you? Knowledge of your true…
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