Business Value Growth

The Imperative of Change Communication in Business Exits and Transitions

Dianne Chase

Chase Media & Communication

1 month 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 2 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

1 month 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)

2 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 3 min read Nashville

Business Value Growth, Owners' Academy, Video

XPX Next 2025: Aligning Sales Strategy to Company Vision

Cheryl Centeno

XPX Global

3 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)

5 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 1 min read Nashville

Business Value Transfer

The Human Factor.

Frank Thomas

The Effective Syndicate

8 months 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 1 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 3 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 3 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 2 min read Atlanta

Practice Tips, Video

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

Cheryl Centeno

XPX Global

1 year 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

Business Value Growth

Unknown Facts About CAC & How it Can Help You Budget for 2024

Dina Wasmer

Incite Creative

1 year ago

As a fractional CMO, when we are first engaged with a new client, one of the first questions I ask is about data – what

Nov 20, 2023 4 min read Maryland

Business Value Growth

Structured Installment Sales – Defer Taxes, Maximize the Sale, Secure Financial Futures

Chad Ettmueller

JCR Settlements, LLC

1 year ago

We have been asked to explain our product and services on multiple occasions. For those interested, you may find this episode to be a

Nov 16, 2023 1 min read Atlanta

Business Value Transfer

The AI role in Exit Planning

John Dini

The Exit Planning Coach

2 years ago

Is there an AI role in Exit Planning? The media is packed with stories about Artificial Intelligence. According to the stories, because a smart

Oct 18, 2023 4 min read San Antonio

Business Value Growth

How Independent Board Directors Bring Value to Private Companies

Steven Lustig

Lustig Global Consulting

2 years ago

Whether you are advising a company preparing for a future sale, or working with a new acquisition, it is helpful to understand the value

Sep 20, 2023 1 min read Atlanta

Business Value Transfer

Why pursue a periodic technology due diligence assessment and the investment roadmap that follows?

Mike Rolfes

1RIVET

2 years ago

When a periodic technology assessment results in a detailed remediation and investment roadmap, the business gains a comprehensive and strategic plan that focuses on various facets

Sep 16, 2023 1 min read Maryland

Strategic planning

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

Unknown Facts About CAC & How it Can Help You Budget for 2024

Structured Installment Sales – Defer Taxes, Maximize the Sale, Secure Financial Futures

The AI role in Exit Planning

How Independent Board Directors Bring Value to Private Companies

Why pursue a periodic technology due diligence assessment and the investment roadmap that follows?

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