Exit planning tools

XPX Member Spotlight: Exploring ESOPs with Trevor Gilmore

“You Have Enough” Is Not an Exit Plan

The Buyer Changes the Outcome: What Advisors Need to Know About Strategic and Private Equity Buyers

Be Proactive, Prevent, and Plan

Value Acceleration Fueled by Employee Feedback

The Clock Starts Before the Listing: What Advisors Need to Know About Realistic Sale Timelines

The Deal Isn’t Done Yet: What Advisors Need to Know About the Post-LOI Danger Zone

Are YOU The Biggest Threat to Your Business Valuation?

The NDA Is Not a Formality: What Advisors Need to Know About Confidentiality in a Business Sale

When the Business Is the Family: What Advisors Need to Know About Family Business Sales

What Your Clients Don’t Know About Due Diligence (And Why It’s Killing Their Deals)

Why the Founder’s Identity Starts Separating Before the Deal Closes

Help Your Clients Build a Foundation to Maximize Their Corporate Value

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

Announcing Our Next Book: The Family Business Blueprint