“How to Know and Make Your Number.” Thanks to Steve Preda at Summit OS® – stevepreda.com for having me on his podcast to discuss
Feb 23, 2025 1 min read
Atlanta
Videos
Featured speaker: John Leonetti, President & CEO, IEPA-International Exit Planning Association Our moderator: Tinsley Dempsey, VP of Development & Strategy at Sofer Advisors
Jul 31, 2024 1 min read
Featured speaker: Laura Ferguson, VP of Partnerships & Enterprise Sales at The Value Builder System Our moderator: Ray Croff, CEO of Mobius Financial Advisors
Jul 31, 2024 1 min read
Our featured speakers: Tom Bixby, CEO of EvaluSys, Jacob Leise, Senior Director of Marketing at BizEquity, Chris Goade, Founder of 360 Consulting; Stuart Welsh,
Jul 31, 2024 1 min read
Our video features our Keynote from XPX Next, Fundamentals of Non-control Private Equity Investments. Featured Keynote speakers: Jamie Elias, Managing Partner, TGIF and Amir
Jul 31, 2024 1 min read
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
Program produced by XPX South Florida. The current temporarily high $12.92 million estate and gift tax exemption will “Sunset” on December 31, 2025. Starting
Oct 30, 2023 1 min read
At XPX Next, our advisor panelists discuss the tools they use to focus the conversation on their client companies’ long-term prospects. Panel moderator: Corby
Jul 28, 2023 1 min read
Program produced by XPX Atlanta. “Making the Owner Irrelevant – Preserving Transferable Value Inside the Company We set the stage in January. Now, let’s
Feb 24, 2023 3 min read
Atlanta
The Hard Realities and How-to’s of Successful Value Growth and Selling in 2023 Program produced by XPX Atlanta. Our programming for this year will
Jan 18, 2023 2 min read
Program produced by XPX South Florida. This is XPX South Florida’s final installment of a six-part “Lunch and Learn” series where they explore the
Nov 29, 2022 1 min read
Program produced by XPX Atlanta. The Hard Realities of Exit and How We Can Fix It Advisors – we have work to do! To
Nov 21, 2022 3 min read
Atlanta
The state of a company’s financials could make or break its future sale. Balance sheets that don’t balance. “Add-backs” that can’t be justified. Messy
Sep 21, 2022 4 min read
Atlanta
It’s (almost) time to celebrate! Watch the video to learn more about the last stage of the Sale Process.
Aug 30, 2022 1 min read
Due Diligence is a critical component to every M&A process. This video offers a brief explanation. If you have questions, please contact me.
Aug 29, 2022 1 min read
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Will yours be a Truly Rich Life without Lasting Health? These questions and stories are for you to share with your owner clients. What
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Charlotte
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XPX advisors bring a focus on short- and long-term value creation for their clients. The go-to metric of value is often the financial valuation.
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Hope + Systems = Momentum A hopeful vision without systems of engagement fades fast. When you pair vision with clear roles, feedback loops, and
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Atlanta
In my September article, I introduced the “Early Exit Planning Project”, a nationwide collaboration among XPX chapter members focused on improving exit outcomes for
Oct 30, 2025 1 min read
Charlotte
Advisor Resource
This article summarizes the key takeaways from the October 2025 Cross-Chapter Networking event, where breakout groups discussed two main questions related to Early Exit
Oct 30, 2025 4 min read
Charlotte
Advisor Resource
Recent Gallup data reveals that global employee engagement fell from 23% to 21% in 2024, marking only the second dip in the past 15 years—and
Oct 29, 2025 2 min read
Atlanta
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