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,
Strategic planning
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
Posted on October 28, 2024 By White Water Consulting A family business constitution is a foundational document that outlines the principles, values, and operating
Unlocking Retirement Savings to Fund a New Business Many people have dreams of starting a business but lack the capital or funding needed to
Do You Need a Virtual CFO? Every company must find an efficient way of handling accounting and bookkeeping functions. For many businesses, an outsourced
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Recent data shows the gender pay gap in the United States widened slightly in 2026, an outcome that should concern employers not only from
What did you think when you read this title “Corporate Value Creation?” If you’re like most business people, your mind went to the financial
XPX Northern California At XPX, successful exit planning depends on collaboration, specialized expertise, and advisors who understand the full lifecycle of a business. In
The New York City council is considering a proposal to raise the City’s minimum wage to $30 per hour, a proposal Mayor Zohran Mamdani
A new CRO joins the organization, with marketing falling under his Go-To-Market (GTM) domain. Like many new executives, he’s questioning everything: “Are we running
Essential Steps to Long-Term Survival For many private companies, the ultimate challenge is building an operation that can thrive independently of its founders. This
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