Exit/Transition Planning

Case Study Continued: Early Personal Planning- Goal Settings & Valuations

Sharon Foley, Interiors Studio, & Andrew Henry, Childs Company, on “ProfitSense”

How to XPX Case Study: “Big Reveal” and Wrap Up of Our Client Sam’s Journey to Exit

XPX Philadelphia: Introduction to 2021-2022 Case Study

Tax Reform & ESOPs

Will you Contribute to “Technology used in M&A” – – a New Chapter in the Middle Market M&A handbook, 2nd Edition

How to Succeed as an Entrepreneur with a Life Changing Exit? Meet Shirish Nadkarni author of “From Startup to Exit”

Long Island Case Study Part 5: Defining Success- What is it You Really Want from an Exit?

Small Business Valuations in a post-COVID World

Post-Covid Exit Planning – Thinking about sales readiness

How to XPX: Help, my EBITDA Sucks!

Behind the Numbers: Quality of Earnings in a Transaction

Owner Readiness Versus Business Readiness

Is Now the Time to Sell? Is the Market Strong?

Getting the Launch Codes