I thought this might be useful to fellow XPX members who lead advisory firms or are thinking about how to develop the next generation
Professional Coaching
Can you relate to one of these scenarios? For yourself? For the owners you serve? Sleep is that time when your body and your
People nearing the sale of their business often lack certainty and clarity about who they will be, why they will matter, what they will
Your Health – Stabilize It Your owner clients been carefully planning and nurturing their career. Has their health been planned with the same intention?
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
Preparing to Exit? We need YOU! You are uniquely able to make a real difference. Consider your skills. In your career, how often
Protect owners from the 5 D’s in a proactive way! When personal planning aligns with business planning, the 5 D’s can be minimized. Dysfunction
Unleash the Power of Conative Data for Your Small Business Small business owners are continually juggling tasks and managing personalities. Conflicts arise whether we
Interests + skills + perspective + heartbreaks = purpose ===> health I left academic leadership and clinical practice to get in front of the
We know that a way higher-than-acceptable percent of those who sell their company have many regrets a year later. A piece of that is
Entrepreneurial business owners, is it time to consider a new approach to setting goals in the New Year? We’ve all been there. January 1
You have been working on the transaction for months. The business has gotten healthy with great valuation increase. Now is the time to get
“Conflicts look bad. I always prepare touchy agenda points with my 2 senior leaders before leadership team meetings. This way senior leadership presents a
In the ever-evolving work landscape, the rise of remote environments has ushered in a transformative era for organizational culture. According to the latest February
Unleashing the Power of Collaboration Today, we’re diving deep into a powerful quote by Jim Stovall that packs a serious punch: “You need to
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Two construction companies can produce similar earnings and still command very different offers when they go to market. For advisors, understanding why is critical.
After years of advising privately held companies, I’ve noticed something interesting: The questions don’t really change. Different industries. Different sizes. Different personalities.But the same
A business can be profitable, well managed, and growing, yet one unexpected event involving a co-owner can put its future at risk if the
For many owners, concern for employees is one of the most emotionally significant parts of selling a company. Long-term team members may have helped
Choosing a buyer is not simply a transaction decision. For an owner preparing to exit, buyer type can shape valuation, deal structure, post-closing obligations,
Are you or your clients putting off personal future planning? You’re busy, there are goals to be met, succession plans to complete, a final
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