Most advisors think of transition as something that happens after the transaction. In reality, the founder’s separation from the business often begins much earlier.
Exit planning tools
The Corporate Value Creation Formula Last month, I talked about how you can use a three-part corporate value creation formula for your clients by
Are you a small business owner or know a small business owner considering a business exit? Designed for New England small business owners who
At WhiteWater Consulting, we’ve had the pleasure of working with businesses of all shapes and sizes. And though we delight in each of these
In every internal transfer, whether to family or employees, the owner/seller has to make the harvest or grow decision. We’ll presume that your
“What is an Exit Plan” is an article I wrote ten years ago. It was just brought to my attention and I realized I
“The purpose of middlemen in the marketplace is to provide time and place utility.” I remember the light bulb going on in Economics 101
Cash flow normalization is done with the intention of identifying Earnings Before Interest Taxes Depreciation and Amortization (EBITDA) or Seller’s Discretionary Earnings (SDE). These
We began this series by saying that Private Equity reputation is as the Great Satan to some, and a savior to others, depending on
GAAP traps often occur when a business owner sells a company to a third party. The transaction is commonly memorialized by a Purchase Agreement.
Featured speaker: Laura Ferguson, VP of Partnerships & Enterprise Sales at The Value Builder System Our moderator: Ray Croff, CEO of Mobius Financial Advisors
When it comes to careers, business owners are a minority of the population. In conversations this week, I mentioned the statistics several times, and
The Value Gap is one of the most used phrases in exit planning. Simply stated, it’s the difference between what a business owner would
Purpose after the sale is one of the biggest challenges for an exiting owner. Purpose – “Having as one’s intention or objective.” Many exit
In our last article about life after the sale we discussed identity. Even when business owners are comfortable with who they are, however, there is
Popular
What's Trending
According to Harvard Business Review, between 70% to 90% of acquisitions fail. So why do some M&A deals seem to sail smoothly while others hit
Most founders spend years preparing their businesses for a transaction. They improve profitability, strengthen management teams, build transferable systems, and address operational risks. By
Real progress rarely happens when yet another initiative is imposed on an already stretched team. Lasting progress comes from involving your people in decisions,
Industrial companies are producing content faster than ever. What’s breaking down isn’t volume – it’s coherence. And the fix isn’t another AI tool. Check
U.S. Immigration and Customs Enforcement (ICE) significantly strengthened its compliance mandates for the Form I-9, increasing the risk and cost of common compliance errors.
Explore the Knowledge Exchange
Make XPX Part of Your Business Plans
Explore
Learn
Account
Connect
Help & Support
© 2026 XPX Global LLC. Privacy Policy Norms & Principles Site Map Terms of Use
© 2026 XPX Global LLC. All Rights Reserved.