Chapter News

Proactive Estate Planning in Maryland: Preparing for Potential Tax Changes

Patrick Guthrie

Evergreen Advisors LLC

1 month ago

Maryland Governor Wes Moore’s proposed 2025 budget includes significant changes to the state’s estate tax laws, making now a critical time for residents to

Feb 20, 2025 2 min read Maryland

Business Value Transfer

In a business valuation, what is the “median” for a small business?

Paul Cronin

Touchstone Advisors

7 months ago

When it comes to business valuation, “it depends” is the honest answer to the question, what is the median for small business (sorry, I

Sep 12, 2024 1 min read Greater Boston

Business Value Growth

Why M&A Professionals Should Recommend Low-Code and No-Code Development Platforms

Nathaniel Holzmann

Low Code Road

9 months ago

In the fast-paced world of mergers and acquisitions (M&A), professionals are always on the lookout for ways to improve the businesses they represent. The

Jun 27, 2024 3 min read Nashville

Business Value Growth

The Crucial Role of Professional Valuation in Estate Planning

Stacy Deru

Opus Strategy Group

1 year ago

Accurate Asset Assessment for Fair Distribution: When planning an estate, one of the primary concerns is ensuring a fair and equitable distribution of assets among

Apr 12, 2024 1 min read Nashville

Business Value Growth

The Power of Marketing: Driving Growth and Maximizing Business Valuation

William McKee

Knowmad Digital Marketing

1 year ago

In the competitive world of business, marketing plays a pivotal role to drive revenue generation, brand equity, and overall business valuation. Companies that view

Mar 22, 2024 3 min read Charlotte

Business Value Growth

Selling My Business. What Should I Expect?

David Shavzin

The Value Track

1 year ago

“I’m planning on selling my business, where should I start?” We get this a lot. Almost every company has gotten the call “I want

Jan 25, 2024 10 min read Atlanta

Business Value Growth

The 5X fallacy, relying on multiples to value a business

Brent Eugenides

BE Financial LLC

1 year ago

Ever heard of the 5x fallacy? Hint: It has to do with business valuation. Using a multiple of X. Try this among your peers, other

Dec 20, 2023 3 min read Fairfield County

Member News

10 ways to hurt the value of your company

Xavier Lederer

Ambrose Growth

1 year ago

Do you want to get rich quickly? Very simple: Buy a business for its actual value, and sell it back right away for what the

Oct 23, 2023 6 min read Hartford

Business Value Growth

Preparing for a Future Exit: Supply Chain and Manufacturing Savings

Steven Lustig

Lustig Global Consulting

1 year ago

Increasing revenue when preparing for a future sale (or pretty much anytime!) is great but an equivalent savings in operational costs, such as supply

Jul 24, 2023 1 min read Atlanta

Business Value Growth, Video

Valuation and Operational Efficiencies: Buyer and Seller Considerations

Cheryl Centeno

XPX Global

2 years ago

Program produced by XPX South Florida. This is the second installment of our 2022 in-depth seven-part “Lunch and Learn” series, where our Chapter’s professional advisers discuss

May 11, 2022 1 min read South Florida

Business Value Growth, Video

Lunch & Learn Case Study Series Part 2: Valuation and Operational Efficiencies

Cheryl Centeno

XPX Global

3 years ago

Program produced by XPX South Florida. This is our second installment of our 2022 in-depth seven-part “Lunch and Learn” series, where our Chapter’s professional advisers will

Apr 5, 2022 1 min read South Florida

Business Value Growth

Are you ready to sell to the next generation?

Clare Price

Octain

3 years ago

It’s been called the Silver Tsunami. That’s the number of Baby Boomers who are ready to sell their businesses and move to the next

Mar 31, 2022 1 min read Triangle

Business Value Growth

A Reminder of What to Look for When Reading a Valuation Report

Martin Abo

Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC

3 years ago

You approach your attorney, CPA, insurance professional and other financial advisors as you’re in the beginning stages of wanting to sell your company, Tax

Feb 1, 2022 4 min read Philadelphia

Business Value Growth, Video

Factors Impacting a Business Valuation

Cheryl Centeno

XPX Global

3 years ago

Program produced by XPX Fairfield County and XPX Hartford. Owners always want to know what their business is worth, and determining that value depends

Jan 27, 2022 1 min read Fairfield County Hartford Tri-State

Business Value Growth, Video

Helping Owners Realistically Evaluate the Value of Their Business

Cheryl Centeno

XPX Global

3 years ago

We continue to follow the story of the Resnicks and SMS Manufacturing. So now we have the opportunity to help the Resnicks realistically evaluate

Jan 25, 2022 1 min read Philadelphia

Valuation

Proactive Estate Planning in Maryland: Preparing for Potential Tax Changes

In a business valuation, what is the “median” for a small business?

Why M&A Professionals Should Recommend Low-Code and No-Code Development Platforms

The Crucial Role of Professional Valuation in Estate Planning

The Power of Marketing: Driving Growth and Maximizing Business Valuation

Selling My Business. What Should I Expect?

The 5X fallacy, relying on multiples to value a business

10 ways to hurt the value of your company

Preparing for a Future Exit: Supply Chain and Manufacturing Savings

Valuation and Operational Efficiencies: Buyer and Seller Considerations

Lunch & Learn Case Study Series Part 2: Valuation and Operational Efficiencies

Are you ready to sell to the next generation?

A Reminder of What to Look for When Reading a Valuation Report

Factors Impacting a Business Valuation

Helping Owners Realistically Evaluate the Value of Their Business

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