The first buyer of Mariana and Ivan Polić’s aerospace manufacturing company saw something the founders couldn’t yet see. The business was impressive. It operated
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Family businesses are built on legacy, relationships, and long-standing values. These qualities are often the reason they succeed across generations. But as organizations grow
AI is rapidly becoming embedded in advisory workflows—but many middle-market initiatives still fall short of producing truly actionable strategies. Why? Because AI can only
Why Valuations Aren’t Enough A valuation tells you what your company was worth in the past. It gives you a sense of the market,
Owner Health – Plan to Keep It George was healthy, leading his business, and feeling like he had reached his goals. He went to
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
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
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
Planning your business exit? Whether your goal is a full sale, a partial transition, or the next stage of growth under new ownership, a
The Imperative of Change Communication in Business Exits and Transitions Dianne Chase Founder/CEO Chase Media and Communication In the world of exit planning,
Are you a small business owner or know a small business owner considering a business exit? Designed for New England small business owners who
When owners are weighing exit options, an Employee Stock Ownership Plan (ESOP) can deliver an owner liquidity, preserve culture, and build employee wealth, all
XPX Member Collaboration Stories: Aligning Sales Strategy to Company Vision, Chris Cocca, President of Strategic Sales Solutions and Stuart Welsh, President of EGT Advisors. Real-world success stories among
At Executive Financial Services, we often talk about the strategic power of Employee Stock Ownership Plans (ESOPs), but one client story stands out as
The Human Factor: Why Staffing and Recruiting Are Critical to Manufacturing M&A Success In manufacturing, skilled tradespeople are the backbone of production, efficiency, and
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I thought this might be useful to fellow XPX members who work with founders and families navigating succession. In this conversation with Frazer Rice
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I thought this might be useful to fellow XPX members who lead advisory firms or are thinking about how to develop the next generation
I thought this might be useful to fellow XPX members working with founders and families during succession. The article looks at a familiar problem:
I thought this might be useful to fellow XPX members who work with family-owned businesses considering a sale. The article looks at a part
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