PPP loan

Business Value Growth

Remember that COVID PPP Loan, So Does the Government!

Robert Brody

Brody and Associates, LLC

1 year ago

Attention all Paycheck Protection Program (“PPP”) loan borrowers, the Federal Bureau of Investigation is combing through PPP loan records to identify borrowers who committed

Apr 8, 2024 2 min read Tri-State

Business Value Growth, Video

Year-end Tax Planning

XPX Content

Exit Planning Exchange

5 years ago

Program produced by XPX Chicago. Year-end Tax Planning The final quarter of the year presents last minute opportunities for tax planning. We will focus

Nov 12, 2020 1 min read Chicago

Business Value Growth, Video

PPP and Financial Challenges: Venturing out the pandemic

XPX Content

Exit Planning Exchange

5 years ago

This program was produced by XPX Chicago Venturing out of the Pandemic: Financial Challenges The PPP Forgiveness has been a moving target since inception.

Aug 5, 2020 1 min read Chicago

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Owner Life & Legacy

Health – Stabilize It

Michelle Fritsch

Propel Comprehensive Wellness 3 days ago

Your Health – Stabilize It Your owner clients been carefully planning and nurturing their career. Has their health been planned with the same intention?

Jan 16, 2026 1 min read Charlotte Advisor Resource

Business Value Growth

Making Good on Your Growth Goals

Susan Towers

Towers Fractional Marketing

4 days ago

When manufacturing leaders set goals to grow revenues year-over-year (YoY), plans can often involve supporting current partners and onboarding new partners, penetrating new verticals

Jan 15, 2026 6 min read Philadelphia

Business Value Growth

Help Your Clients Build a Foundation to Maximize Their Corporate Value

Mary Adams

Insights7 1 week ago

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

Jan 7, 2026 3 min read Advisor Resource

Owner Life & Legacy

Don’t leave the personal planning to chance

Michelle Fritsch

Propel Comprehensive Wellness 1 week ago

As you work with your clients, do you get a feel for the depth of their personal planning? Are they willing to release what’s

Jan 7, 2026 1 min read Charlotte Advisor Resource

Business Value Growth

The Hidden Cost of Owner Dependency

Erik Schlesinger

Build Scale Prosper

1 week ago

Waiting Is a Choice. An Expensive One. Most business owners don’t wait because they don’t care or don’t know better. They wait because the

Jan 6, 2026 3 min read Chicago

Business Value Growth

XPX Member Spotlight: Brit Summerill, Partner at NOW CFO

Jaco Grobbelaar

BroadVision Marketing

2 weeks ago

XPX Northern California At XPX, collaboration isn’t just a buzzword—it’s the foundation of effective exit planning. In this member spotlight, we sat down with

PPP loan

Remember that COVID PPP Loan, So Does the Government!

Year-end Tax Planning

PPP and Financial Challenges: Venturing out the pandemic

What's Trending

Health – Stabilize It

Making Good on Your Growth Goals

Help Your Clients Build a Foundation to Maximize Their Corporate Value

Don’t leave the personal planning to chance

The Hidden Cost of Owner Dependency

XPX Member Spotlight: Brit Summerill, Partner at NOW CFO

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