In my September article, I introduced the “Early Exit Planning Project”, a nationwide collaboration among XPX chapter members focused on improving exit outcomes for
Collaboration
In September 2025, a new project is kicking off called “Early Exit Planning”, working to implement the ideas introduced in the XPX Next 2025
Protect owners from the 5 D’s in a proactive way! When personal planning aligns with business planning, the 5 D’s can be minimized. Dysfunction
XPX Member Collaboration Stories: Advancing the Conversation: Engaging the Owner in the Exit Topic Before it Becomes Urgent, moderated by Tom Bixby, CEO of EvaluSys and XPX
XPX Member Collaboration Stories: Aligning Sales Strategy to Company Vision, Chris Cocca, President of Strategic Sales Solutions and Stuart Welsh, President of EGT Advisors. Real-world success stories among
I wrote earlier about the value a closed loop employee suggestion program can provide. These do provide significant benefits, but there is no need
What is the role of a company’s board directors? There are many possible, and valid, answers to this question. Guidance, oversight, succession planning, and
Unleashing the Power of Collaboration Today, we’re diving deep into a powerful quote by Jim Stovall that packs a serious punch: “You need to
At our February Cross-Chapter Power Networking session, we introduced a new format aptly named “Ask the Cross-Chapter Experts”. Our facilitator, XPX Nashville member, Lisa Kaufman, a
As a long-time business consultant and value growth advisor to middle-market companies, I frequently met business owners who didn’t recognize the urgency to plan
How to leverage the potential of influencer marketing without falling prey to its pitfalls. After being bombarded this past week with a look back
Long-time XPX leaders share their experience with collaboration at XPX. Moderator: Gail Harris Our panelists: Ramsey Goodrich, Laura Liss and Scott Osborn
The single biggest problem in communication is the illusion that it has taken place. George Bernard Shaw, a famous Irish playwright is credited with
Join us on Wednesday, May 11 from 10-10:45am for the next edition of our virtual and free Scaling Skills Speaker Series, “I’m Already Good
“If only your doctors practiced XPX Collaboration.” What does a real, collaborative, multi-advisor value-building project look like? In this 2nd conversation, get the in-depth
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What did you think when you read this title “Corporate Value Creation?” If you’re like most business people, your mind went to the financial
XPX Northern California At XPX, successful exit planning depends on collaboration, specialized expertise, and advisors who understand the full lifecycle of a business. In
The New York City council is considering a proposal to raise the City’s minimum wage to $30 per hour, a proposal Mayor Zohran Mamdani
A new CRO joins the organization, with marketing falling under his Go-To-Market (GTM) domain. Like many new executives, he’s questioning everything: “Are we running
Essential Steps to Long-Term Survival For many private companies, the ultimate challenge is building an operation that can thrive independently of its founders. This
The National Labor Relations Board (NLRB) officially reinstated the 2020 pre-Biden joint employer standard, making joint employer status less likely to be found. The
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