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 1 month 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

6 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

5 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

5 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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Member News

Every Founder Bottleneck Is a Conflict You’re Avoiding

Karen Tax

IAMX 6 days ago

I saw a post on LinkedIn—a glimpse of rare leadership insight that caused me to pause. A koan posted by someone named Dr. Sam

Oct 29, 2026

15 min read

Advisor Resource

Help/Tips

Why High Performers Don’t Always Make Great CEOs

Nanette Miner

The Training Doctor, LLC 1 week ago

One of the most expensive assumptions in business is this: “Clearly our best performer/star X should be our next CEO.” It feels logical. After

Oct 28, 2026

3 min read

Advisor Resource

Practice Tips

Ghosting in Business: It’s Not Personal

Mary Dombrowski

Strategic Inflection Advisory Inc.

1 week ago

Being Ghosted by a Prospect Just last week, two different business owners raised the same frustration with me: being ghosted by prospects. Ghosting can’t

Oct 28, 2026

3 min read

Business Value Transfer

When the Price Isn’t the Payout: What Advisors Need to Know About Asset Sales vs. Stock Sales

Eric Togneri

ExitOnTop 1 week ago

Two offers with the same headline price can leave a seller with very different net proceeds, because whether a deal closes as an asset

Oct 27, 2026

4 min read

Advisor Resource

Business Value Transfer

Same Title, Different Job: What Advisors Need to Know About Choosing an M&A Advisor or Business Broker

Eric Togneri

ExitOnTop 1 week ago

The terms M&A advisor and business broker overlap, especially on smaller deals, which means a title alone tells a client little about who will

Oct 27, 2026

4 min read

Advisor Resource

Business Value Growth

When One Customer Holds the Deal: What Advisors Need to Know About Customer Concentration

Eric Togneri

ExitOnTop 1 week ago

A client with a few dominant customers may still sell, but part of the price can end up tied to whether those customers stay

Oct 27, 2026

4 min read

Advisor Resource

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