Recently, a topic has been on several different blogs discussing whether, when your business is being sold, you should go…
Jun. 23, 2015
- June 23, 2015
- 8:13 AM
Knowledge Exchange
A Wealth of Learning Opportunities – and Resources – at Your Fingertips
The XPX Owners’ Academy is a library of free videos and articles relevant to the owners of private companies and their advisors including Articles, Videos, and Advisor Stories all posted by XPX Members & Sponsors. Please note that our rich library of full length programs produced by XPX Chapters. These are available to Members and their Clients. The videos give a deep dive into business value growth and transfer as well as owner life and legacy are mostly restricted to business owner, sponsor and advisor members. Members view the program directory here.
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.
Categories
Recent Archives
Past Archives
Knowledge Exchange Archives
View our past collection of posts, discussions, videos, and much more.
What's New
All The Latest News
You maximize the collaborative potential of a team by maintaining an environment that supports creative energy. And you do that…
Jun. 23, 2015
- June 23, 2015
- 8:02 AM
Cleaning Up Your Back-office for Sale Every business should be bigger than just one person. Unfortunately, too many business owners…
Jun. 23, 2015
- June 23, 2015
- 7:54 AM
If you came of age in the 1970’s, you likely learned the phrase caveat emptor – Latin for “buyer beware”…
Jun. 23, 2015
- June 23, 2015
- 6:51 AM
During my presentation at the XPX Boston Breakfast Series meeting this past Tuesday (9/24/13), we focused primarily on the many…
Jun. 23, 2015
- June 23, 2015
- 6:43 AM
Knowledge Exchange
The XPX Owners’ Academy is a library of free videos and articles relevant to the owners of private companies and their advisors including Articles, Videos, and Advisor Stories all posted by XPX Members & Sponsors. Please note that our rich library of full length programs produced by XPX Chapters. These are available to Members and their Clients. The videos give a deep dive into business value growth and transfer as well as owner life and legacy are mostly restricted to business owner, sponsor and advisor members. Members view the program directory here.
Browse All Topics
Business Value Growth
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt.
Business Value Transfer
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore
Owner Life & Legacy
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore
Advisor Product Guides
Learn from other advisors about the products and services they use in their practice.
Advisor Practice Tips
How to build a successful business advising privately-held companies in the lower middle market.
Your Membership
Learn from other advisors about the products and services they use in their practice.
Your Dashboard
How to build a successful business advising privately-held companies in the lower middle market.
Knowledge Exchange
Owner's Academy
Latest Owner's Academy
WANT TO GROW YOUR COMPANY? START WITH WHO Home Business
Xavier Lederer
February 1, 2021
“You are not competing directly against your competitors, you are competing to be unique in the marketplace.” What does your
Out with the Old, In with the New
Ricardo (Dick) Albu
February 1, 2021
Happy New Year! You might recognize the title of this month’s article which many of us use to ring in
Protecting Your Heirs from Taxes and Creditors After the SECURE Act
Diane DeCesare
January 29, 2021
The tax impact of the Setting Every Community Up for Retirement Enhancement (SECURE) Act’s 10-year limited stretch can be a
Employee Retention Credit 2.0: Consolidated Appropriations Act, 2021
Diane DeCesare
January 27, 2021
The recently passed legislation, the Consolidated Appropriations Act, 2021 (CAA), made changes to the Employee Retention Credit (ERC). This credit,
Latest Advisor Resources
Does Your Client Need a Quarterback Or An Architect?
XPX Content
February 13, 2020
Watch this discussion of the role of an exit planning advisor. While we started out talking about quarterbacks, we extended
Advisor’s Guide to Value Building Methodologies
XPX Content
February 3, 2020
Don’t miss this great discussion of the best value building methodologies among seasoned advisors who regularly work with clients in
Guide to Business Valuation Software
XPX Content
December 11, 2019
This discussion focuses on a relatively new category of tools designed for lower middle market companies: automated business valuation software.
How Advisors Manage Risk
XPX Content
November 18, 2019
Advisory Services Risk Management – Advisor Stories In this interactive session, advisors in the lower middle market talk candidly about
Knowledge Exchange
Advisor Resources
Knowledge Exchange
Member Tools
Latest Member Tools
Posting Guidelines For XPX Members
XPX Content
February 13, 2020
We have an incredibly rich community of experts with diverse experience related to the challenges of the private company life
Instant Connections For Expertise & Information From XPX Members
XPX Content
December 13, 2019
A really important benefit for XPX Members is your ability to quickly connect with any other XPX Member to access
Optimize Your Profile
XPX Content
September 17, 2019
XPX gives you visibility in a number of directories around our website. Because we have such a strong on-line presence,
Manage Your Membership Auto-Renewal
XPX Content
August 13, 2019
Over the past year, we’ve complete our rollout of an automated renewal option for our Members. Over 90% of you
Explore the Knowledge Exchange
Make XPX Part of Your Business Plans
Explore
Menu
Learn
Menu
Account
Menu
Connect
Menu
Help & Support
Menu
© 2021 XPX Global LLC. Privacy Policy Site Map Terms of Use
© 2021 XPX Global LLC. All Rights Reserved.