One of the most common questions we hear at Executive Financial Services is: How do I know if my company is a good candidate
Jun 5, 2025 1 min read
Nashville
Transaction advisory
The sale of a business marks a major life event. It’s emotional, stressful, and exciting all at the same time. And unfortunately, it’s often
Jun 27, 2024 10 min read
Greater Boston
– Friends since high school or before – Teammates – Golf buddies – Successful businessmen – In mid 60’s thinking about retirement – Planning
Jul 11, 2023 1 min read
Charlotte
Advisor Resource
Selling Your Business? Recognize the Three Types of Business Buyers Understanding the traits common to each buyer category can help sellers level the playing
Jun 20, 2023 11 min read
San Antonio
Beacon would like to extend the opportunity for XPX Philadelphia members or clients to join us for author Denise Logan, The Seller’s Journey: How to Navigate
Oct 17, 2022 1 min read
Philadelphia
Program produced by XPX San Antonio. Exit Planning Roadmap & Roles of Exit Planning Team Members Exit planning requires a professional advisory team, but
Jan 26, 2021 1 min read
San Antonio
When Advisors Collide Going through a deal is stressful, and business owners rely on their professional teams to navigate the process. But what happens
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You’ve built a business with care, grit, and vision. But what happens when the finish line is in sight and you realize you’re not
Sep 18, 2025 1 min read
Greater Boston
Founders often wear the “hero leader” badge with pride. Every decision, every deal, every crisis runs through them. It looks like strength, but in
Sep 17, 2025 1 min read
Triangle
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
On January 1, 2025, New York State (NYS) became the first in the country to provide paid time off for prenatal care or any
Sep 8, 2025 3 min read
Tri-State
Steven started his manufacturing business 35 years ago. He began making a few items using injection molding techniques and enjoyed enough success that he
Sep 2, 2025 4 min read
Charlotte
Advisor Resource
In September 2025, a new project is kicking off called “Early Exit Planning”, working to implement the ideas introduced in the XPX Next 2025
Aug 29, 2025 2 min read
Charlotte
Advisor Resource
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