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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
In every internal transfer, whether to family or employees, the owner/seller has to make the harvest or grow decision. We’ll presume that your
Dec 9, 2024 4 min read
San Antonio
“What is an Exit Plan” is an article I wrote ten years ago. It was just brought to my attention and I realized I
Dec 5, 2024 3 min read
San Antonio
“The purpose of middlemen in the marketplace is to provide time and place utility.” I remember the light bulb going on in Economics 101
Nov 13, 2024 4 min read
San Antonio
Sometimes the most sensitive question in family succession planning is “Who gets the office?” Dad’s (or Mom’s) office is usually perceived as the center
Oct 29, 2024 3 min read
San Antonio
Cash flow normalization is done with the intention of identifying Earnings Before Interest Taxes Depreciation and Amortization (EBITDA) or Seller’s Discretionary Earnings (SDE). These
Oct 15, 2024 4 min read
San Antonio
We began this series by saying that Private Equity reputation is as the Great Satan to some, and a savior to others, depending on
Oct 1, 2024 4 min read
San Antonio
GAAP traps often occur when a business owner sells a company to a third party. The transaction is commonly memorialized by a Purchase Agreement.
Sep 17, 2024 4 min read
San Antonio
Private equity leverage can dramatically increase ROI, but it can also be a trap. In our previous article, we discussed the general structure of
Aug 27, 2024 3 min read
San Antonio
As an Exit Planner, most of my engagements involve assessing a management team. They may be the intended buyers of the company, or else
Aug 5, 2024 3 min read
San Antonio
Almost since time began, the nimble small business has been axiomatic. Large corporations are like big ships, the common knowledge goes. They take a long time
Jul 23, 2024 3 min read
San Antonio
I once had the thrill of interviewing Jerry West on management. He was “The Logo” for the NBA, although back then they didn’t advertise
Jul 9, 2024 4 min read
San Antonio
When it comes to careers, business owners are a minority of the population. In conversations this week, I mentioned the statistics several times, and
Jul 1, 2024 3 min read
San Antonio
Truth in pricing is a common issue when discussing the sale of a business. The selling price of their company is a
Jun 13, 2024 4 min read
San Antonio
The Value Gap is one of the most used phrases in exit planning. Simply stated, it’s the difference between what a business owner would
May 28, 2024 3 min read
San Antonio
Business owners, advisors, and buyers frequently have widely different impressions of value when it comes to a business. The Pepperdine Private Capital Markets Survey
Apr 2, 2024 2 min read
Dealing with COVID fatigue unites business owners. If that sounds strange to you, let me make my case. I’m not doing this to whine,
Mar 20, 2024 5 min read
San Antonio