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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
Watch this discussion of the role of an exit planning advisor. While we started out talking about quarterbacks, we extended the analogy to architects and
Advisory Services Risk Management – Advisor Stories In this interactive session, advisors in the lower middle market talk candidly about how they manage risk in
Say Hello to Gutenberg, the WordPress Editor Experience the flexibility that blocks allow, whether you’re building your first site or write code for a living.
We live in a world that constantly bombards us with information. But amidst all the noise, are we truly listening—or simply hearing? Today, July 18th,
We live in a world that constantly bombards us with information. But amidst all the noise, are we truly listening—or simply hearing? Today, July 18th,
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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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