Owner Life & Legacy

Health – Plan to Keep It

Michelle Fritsch

Propel Comprehensive Wellness 1 month ago

Owner Health – Plan to Keep It George was healthy, leading his business, and feeling like he had reached his goals. He went to

Feb 2, 2026 2 min read Charlotte Advisor Resource

Business Value Growth

Making Good on Your Growth Goals

Susan Towers

Towers Fractional Marketing

2 months 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 2 months 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 4 min read Advisor Resource

Owner Life & Legacy

Don’t leave the personal planning to chance

Michelle Fritsch

Propel Comprehensive Wellness 2 months 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 Overlooked Exit Strategy: How Smart M&A Moves Can Boost Value and Attract the Right Buyer

Jaco Grobbelaar

BroadVision Marketing

2 months ago

Planning your business exit? Whether your goal is a full sale, a partial transition, or the next stage of growth under new ownership, a

Dec 17, 2025 7 min read Northern California

Business Value Growth

The Imperative of Change Communication in Business Exits and Transitions

Dianne Chase

Chase Media & Communication

5 months ago

The Imperative of Change Communication in Business Exits and Transitions Dianne Chase Founder/CEO Chase Media and Communication In the world of exit planning,

Sep 26, 2025 3 min read Charlotte

Business Value Transfer

Free Succession Ready program launching in Boston this Fall – Info session on Sept 16

Havell Rodrigues

New Majority Capital

6 months ago

Are you a small business owner or know a small business owner considering a business exit? Designed for New England small business owners who

Sep 9, 2025 1 min read Greater Boston

Owner Life & Legacy

ESOP 101: What It Is & How It Works

Drew Bringhurst

Executive Financial Services, LLC ESOP Consultants(EFS, LLC ESOP Consultants)

6 months ago

When owners are weighing exit options, an Employee Stock Ownership Plan (ESOP) can deliver an owner liquidity, preserve culture, and build employee wealth, all

Aug 26, 2025 4 min read Nashville

Business Value Growth, Owners' Academy, Video

XPX Next 2025: Aligning Sales Strategy to Company Vision

Cheryl Centeno

XPX Global

7 months ago

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

Jul 25, 2025 1 min read

Owner Life & Legacy

Inspired by the Competition: How One Company Chose an ESOP

Drew Bringhurst

Executive Financial Services, LLC ESOP Consultants(EFS, LLC ESOP Consultants)

9 months ago

At Executive Financial Services, we often talk about the strategic power of Employee Stock Ownership Plans (ESOPs), but one client story stands out as

Jun 5, 2025 2 min read Nashville

Business Value Transfer

The Human Factor.

Frank Thomas

The Effective Syndicate

1 year ago

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

Feb 11, 2025 2 min read Atlanta

Business Value Growth

What is a Family Business Constitution? And Why Is It Important?

Chuck Cooper

WhiteWater Consulting LLC

1 year ago

Posted on October 28, 2024 By White Water Consulting A family business constitution is a foundational document that outlines the principles, values, and operating

Oct 29, 2024 4 min read Charlotte

Business Value Growth

Unlocking Retirement Savings to Fund a New Business

Greg Silberman

Ritterband Tax & Accounting Solutions LLC

1 year ago

Unlocking Retirement Savings to Fund a New Business Many people have dreams of starting a business but lack the capital or funding needed to

Apr 16, 2024 4 min read Atlanta

Business Value Growth

Do You Need a Virtual CFO?

Greg Silberman

Ritterband Tax & Accounting Solutions LLC

1 year ago

Do You Need a Virtual CFO? Every company must find an efficient way of handling accounting and bookkeeping functions. For many businesses, an outsourced

Mar 19, 2024 3 min read Atlanta

Practice Tips, Video

Cross-Chapter Power Networking Recap: “Ask the Experts” Collaboration

Cheryl Centeno

XPX Global

2 years ago

At our February Cross-Chapter Power Networking session, we introduced a new format aptly named “Ask the Cross-Chapter Experts”. Our facilitator, XPX Nashville member, Lisa Kaufman, a

Feb 27, 2024 1 min read

Strategic planning

Health – Plan to Keep 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 Overlooked Exit Strategy: How Smart M&A Moves Can Boost Value and Attract the Right Buyer

The Imperative of Change Communication in Business Exits and Transitions

Free Succession Ready program launching in Boston this Fall – Info session on Sept 16

ESOP 101: What It Is & How It Works

XPX Next 2025: Aligning Sales Strategy to Company Vision

Inspired by the Competition: How One Company Chose an ESOP

The Human Factor.

What is a Family Business Constitution? And Why Is It Important?

Unlocking Retirement Savings to Fund a New Business

Do You Need a Virtual CFO?

Cross-Chapter Power Networking Recap: “Ask the Experts” Collaboration

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