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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Every business owner has someone in mind when asked, “Who will lead this company next?” The answer usually comes quickly. “Our VP of Operations.”
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
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
By John Chionchio, Partner — WealthPoint Business Advisory Services If you own a successful privately held business, you’ve probably spent years learning how to
Most of what discounts a business comes with someone assigned to fix it. Messy financials get a CPA. Legal exposure gets an attorney. A
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