Knowledge Exchange

Negotiation

Business Value Transfer

The Signature That Takes a Seller Off the Market: What Advisors Need to Know About Letters of Intent

Eric Togneri

ExitOnTop 2 weeks ago

The Signature That Takes a Seller Off the Market: What Advisors Need to Know About Letters of Intent Most of a letter of intent

Sep 28, 2026

4 min read

Advisor Resource

Business Value Transfer

Deferred Revenue and Working Capital: Why Recurring Revenue Reduces Your Proceeds

Joseph Attia

Xcelerated Equity Advisors, LLC

5 months ago

**Category: Exit Readiness / Valuation Drivers** I watched a seller lose $500,000 at closing because the buyer classified deferred revenue as a debt-like

Apr 23, 2026

7 min read

Business Value Transfer, Video

The Secrets of Negotiating the Definitive Purchase Agreement

Cheryl Centeno

XPX Global

4 years ago

Our legal experts simulate a negotiation on the behalf of buyers and sellers in an M&A deal and share their strategies and tactics. You

May 18, 2022

1 min read

Business Value Growth, Video

Negotiating Working Capital

Cheryl Centeno

XPX Global

4 years ago

Program produced by XPX Philadelphia. For our April program, we explore the challenges associated with negotiating working capital. Our panel discussion will provide insights

Apr 28, 2022

1 min read

Member News

How to Negotiate Everything You Want and Need! Meet Dr. Bill Sanders author of “Creative Conflict”

Marc Kramer

Stress Free Family Business

4 years ago

Date: February 18, 2022 Start Time: 12 p.m. Eastern Standard Time End Time: 1 p.m. Eastern Standard Time Platform: Zoom Questions: Chat Free Ticket: Bill Sanders Negotiation is

Feb 14, 2022

3 min read

Member News

Q3 General Supply Chain Observations and Update from Expense Reduction Analysts

Ken Nixon

Expense Reduction Analysts

4 years ago

We are hearing and reading a mix of information from economists and suppliers in a wide range of industries. Some state that they expect

Nov 16, 2021

1 min read

Business Value Transfer, Video

San Antonio Summit 2021: “If at First You Don’t Succeed” Silber & Associates

Cheryl Centeno

XPX Global

4 years ago

Program Speaker: Travis McLeod, President of Silber & Associates Moderator: James Rosenblatt (Rosenblatt Law Firm)

Oct 20, 2021

1 min read

Business Value Transfer, Video

San Antonio Summit 2021: “The Deal Caught COVID” Eldridge Electric

Cheryl Centeno

XPX Global

4 years ago

Program Speakers: Bobby Hines, former President of Eldridge Electric Moderators: Tim Geppert, (Vaco) and Steven Bankler, (Bankler CPA, Ltd.)

Oct 20, 2021

1 min read

Business Value Transfer, Video

Simulated Legal Negotiation

XPX Content

Exit Planning Exchange

5 years ago

Simulated Legal Negotiation Please join us for this unique opportunity – Put yourself in the driver’s seat as you watch legal teams simulate the

Jan 26, 2021

3 min read

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Help/Tips

Stress-Test Your Successors Before the Market Does

Nanette Miner

The Training Doctor, LLC 15 hours ago

Every business owner has someone in mind when asked, “Who will lead this company next?” The answer usually comes quickly. “Our VP of Operations.”

Oct 14, 2026

4 min read

Advisor Resource

Practice Tips

The Buyer Has Already Looked You Up

Doug Belding

DLB Creative

2 days ago

Before a buyer ever sees the CIM, they’ve looked the company up. Probably more than once. They’ve been on the website. Scrolled the owner’s

Oct 12, 2026

5 min read

Help/Tips

Cultivate Leadership That Aligns with the Company DNA

Nanette Miner

The Training Doctor, LLC 1 week ago

Oct 7, 2026

1 min read

Advisor Resource

Owner Life & Legacy

What the Heck Is an ESOP – And Why Should You Care?

John Chionchio

WealthPoint Business Advisory Services

1 week ago

By John Chionchio, Partner — WealthPoint Business Advisory Services If you’re a successful business owner, one of the most important financial decisions you’ll make

Oct 5, 2026

5 min read

Business Value Transfer

Why You Should Understand the ESOP Exit Strategy NOW

John Chionchio

WealthPoint Business Advisory Services

1 week ago

By John Chionchio, Partner — WealthPoint Business Advisory Services If you own a successful privately held business, you’ve probably spent years learning how to

Oct 5, 2026

4 min read

Business Value Growth

“Document Your Processes”: The Recommendation Owners Never Finish

Neil Wood

QuicklyDoc 1 week ago

Most of what discounts a business comes with someone assigned to fix it. Messy financials get a CPA. Legal exposure gets an attorney. A

Oct 1, 2026

6 min read

Advisor Resource

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