For years, a founder’s life is organized around responsibility. The business demands attention. Employees rely on decisions. Customers create urgency. Problems arrive daily. Whether
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Most founders spend years preparing their businesses for a transaction. They improve profitability, strengthen management teams, build transferable systems, and address operational risks. By
By Jaco Grobbelaar of BroadVision Marketing (BVM), based on a presentation by Phelps Wood for the Exit Planning Exchange (XPX). Family businesses are usually
An owner has been healthy…until that last year before exit. The health decline right before exit sneaks up on you. Have you seen it
Charlie ‘kept his cards close to the chest.’ He was a husband, father of three grown children, and a business owner. Then he received
Sometimes the most sensitive question in family succession planning is “Who gets the office?” Dad’s (or Mom’s) office is usually perceived as the center
Authored By: Patrick Guthrie In the world of investing, trust is paramount. Investors want to feel confident that their assets are valued accurately and fairly.
April 11, 2022 FOR IMMEDIATE RELEASE Media Contact: Craig Decker, 410.525.6208 www.DeckerGlobalWealth.com XPX MARYLAND MEMBER CRAIG DECKER NAMED TO FORBES’ LIST
Program produced by XPX Philadelphia. The mission of XPX is to collaborate to help our private company clients build business value, transfer ownership, and
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Over the past decade, I’ve had more than 3,500 conversations with founders through podcast interviews, discovery calls, advisory engagements, and coaching sessions. Those conversations
“When times are tougher, you can’t leave. And when times are better, you don’t want to leave.”— Lloyd Blankfein, former CEO of Goldman Sach
When business owners think about exit planning, their attention naturally gravitates toward financial statements, legal structures, operational efficiencies, and tax strategies. Those areas deserve
By the time most founders begin thinking seriously about an exit, they are surrounded by expertise. Attorneys are helping structure the transaction. Accountants are
Can you relate to one of these scenarios? For yourself? For the owners you serve? Sleep is that time when your body and your
Category: Business Value Transfer | Tags: Private company valuation, Exit/Transition Planning, Financial planning, Retirement, Sell side/Divestiture, Advisor Client Relations, Family business, Mediation, Private equity,
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