As a retired psychologist and longtime member of XPX Chicago, I’d like to share some thoughts about how to help people successfully transition from
Psychology
I thought this might be useful to fellow XPX members who work with founders and families navigating succession. In this conversation with Frazer Rice
I thought this might be useful to fellow XPX members working with founders and families during succession. The article looks at a familiar problem:
For years, I thought I was studying business exits. I was studying transactions, valuations, succession decisions, founder dependence, and what happened after ownership changed
One of the most common pieces of advice founders receive after an exit is simple: “Take some time.” It’s not bad advice. The challenge
Sometimes a cigar is just a cigar . . . a quote mis-attributed to Freud and often used to challenge the suggestion that there’s
Exit planning professionals know that the process of leaving one’s work can stir up a host of emotions, and it’s important to know how
You have been working on the transaction for months. The business has gotten healthy with great valuation increase. Now is the time to get
There’s an old joke about a couple who were celebrating their 50th anniversary. When asked about the secret to their long marriage the husband
Stress. You know the feeling, the drop or churning in your stomach, the sweaty palms, the flushing of the face. Full-on signs that something
There is something I’ve noticed when people tell me about their first year of retirement. Occasionally they will mention adjusting to living on a
Seventh article in a series . . . If you work as a business advisor, you know that engagements can be unpredictable. Whether helping
Program produced by XPX Philadelphia. The mission of XPX is to collaborate to help our private company clients build business value, transfer ownership, and
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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
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
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
Two offers with the same headline price can leave a seller with very different net proceeds, because whether a deal closes as an asset
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
A client with a few dominant customers may still sell, but part of the price can end up tied to whether those customers stay
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