A Wealth of Learning Opportunities – and Resources – at Your Fingertips
Knowledge is power. Imagine what you could do with 24-hour access to a powerful learning community to help you stay up to date with the latest trends, insights, news, and best practices to share with your valued clients. XPX’s exclusive Knowledge Exchange is the one place where you can exchange knowledge with some of the industry’s most successful professionals with expertise in a wide variety of areas. Here are recent posts from our chapter activities and members:
News & Posts
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
When business owners consider selling their company, they often fall into one of two distinct categories. There are those who seek to maximize the
Jul 31, 2025 4 min read
Nashville
When it comes time to sell a business, many owners are shocked to realize how much of their hard-earned value will go to taxes.
Jun 5, 2025 1 min read
Nashville
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
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
When it comes time to sell a business, the most obvious goal is to secure the highest possible price. But for many owners, the
Jun 5, 2025 1 min read
Nashville
The E is for Employees When most people hear about an ESOP—Employee Stock Ownership Plan—they often focus on the advantages it offers business owners.
Jun 5, 2025 1 min read
Nashville
From Spreadsheet Chaos to Sale-Ready: Building Executive Dashboards That Increase Business Valuation
Last month, I walked into a manufacturing facility where the owner proudly showed me their “inventory system” – handwritten tags zip-tied to pallets and
May 25, 2025 5 min read
Nashville
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
Unlock the Potential of Buy-Sell Agreements and Estate Taxes with Premium Financing As a professional in the premium financing life insurance industry, staying informed
May 8, 2024 1 min read
Nashville
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
A Guide to the New 2023 SBA SOP Written by Live Oak Bank The U.S. Small Business Administration (SBA) has implemented two Procedural Notices
Jan 15, 2024 4 min read
If you have ever traveled on the subway in London or the train system in England, I am sure you have heard the phrase
Oct 11, 2023 3 min read
Nashville
I am proud to announce that I recently earned the Certified Exit Planning Advisor (CEPA) designation after completing the Exit Planning Institute’s intensive 5-day program. I join
Sep 18, 2021 1 min read
