Advisor Academy
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Long-time Member and current President of XPX Maryland, Stuart Welsh, shares his story of a collaboration between three XPX members who met through the XPX Power
XPX Chicago President Ray Palys shares some examples of collaboration in the XPX Chicago Chapter including a company introduced by a transaction attorney. The company
XPX San Antonio Member and Sponsor Thomas Jordan shares that if you work with private businesses, the conversation always comes around to the conversation about
Long-time XPX Fairfield County Member Dick Albu shares the value he finds in getting to know other advisors and understanding the value they could bring
XPX Philadelphia President Steve Economou shares that raising your profile by contributing to XPX gets you more attention and emphasizes that getting to know and
XPX San Antonio Founder and President John Dini shares a story of how he was introduced to a leading expert in his town that somehow
XPX Fairfield County President Michael Clear talks about his work with companies and families preparing for transitions. While his legal practice focuses on trusts, the
XPX Fairfield County Member Andrew Karlen shares his experience with certifications. He holds a CExP certifications from the Business Enterprise Institute (BEI? as well as
Exit planning is an important part of every private company advisor’s practice. You can benefit from joining a good network. But what should you look
This discussion focuses on a relatively new category of tools designed for lower middle market companies: automated business valuation software. Products we’ll discuss include BizEquity,
Don’t miss this great discussion of the best value building methodologies among seasoned advisors who regularly work with clients in the lower/middle market to build
Advisor Stories It’s an indication of the maturity of our movement that there are now a number of certifications available in exit planning and related
The Lower Middle Market Opportunity: 7 Things Every Advisor Should Know The lower middle market (LMM) is a distinct market segment with unique characteristics. But it’s
How To Build Your Ideal Network: 10 Lessons From 10 Years in 10 Markets 1. RIGHT INTENTION The first lesson is completely counter-intuitive: You can’t
Collaboration In The Lower Middle Market: 6 Thinks You Should Know At XPX we believe that there is a critical need to support healthy, vibrant
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I was recently away at a conference to meet prospects and build our business in a specific industry niche. This was obviously an important endeavor
What is it about succession? Why is it so challenging? Follow the path of succession with business owners and advisors who chose fundamentally different options.
Laura Kevghas and Larry Girouard put on another great Roundtable. The panel was a terrific blend of owners and facilitators of CEO Peer Groups. Following
As an advisor to private business owners, it seems that entrepreneurs are conditioned to believing that the ultimate goal is to sell their business at
During my presentation at the XPX Boston Breakfast Series meeting this past Tuesday (9/24/13), we focused primarily on the many financial and non-financial benefits that
If you came of age in the 1970’s, you likely learned the phrase caveat emptor – Latin for “buyer beware” – from one curly-topped architect
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