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Are you Maximizing your Business Value before Selling? Part 2

Posted by Rudi Scheiber-Kurtz on September 2, 2014 at 8:30pm 0 Comments

Start building value today. Consider a benchmark assessment that will give you a baseline and leads you towards…

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Maximize Your Business before Selling - Part 1

Posted by Rudi Scheiber-Kurtz on July 30, 2014 at 6:30pm 0 Comments

If you ask any professional business or M&A advisor “What is the optimal time to maximize the value for my business before selling?” The most common answer is – 24…

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The Top 3 Reasons You Want a Broad Buyer List When Selling Your Company

Posted by Laura Kevghas on July 10, 2014 at 9:54am 0 Comments

Recently, a topic has been on several different blogs discussing whether, when your business is being sold, you should go to a small number of buyers, or a broad buyer list.  Based on the title of this blog, you can probably figure out my point of view.

Often when I’m talking to a business owner who is considering selling their business, they tell me, “I know my 5 closest competitors, and they’re the ones most likely to buy my business.”  Here are the top 3 reasons why I think it’s…

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It Takes a Team To Do It Right

Posted by Paul Phelan on March 26, 2014 at 12:12pm 0 Comments

 

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Knowledge Exchange

The Great American Energy Boom

Started by Jeffrey W. Potter Sep 12. 0 Replies

This paper discusses the re-emergence of domestic energy production, illustrates the evolving opportunities and risks brought about by this re-emergence for the United States and briefly touches on…Continue

Tags: Economy, Investing, Energy

Best Practices for Protecting the Privacy of Your Family Foundation

Started by Jeffrey W. Potter Jul 11. 0 Replies

Family foundations are required to publicly disclose sensitive information – but you can take steps to protect your privacy.Continue

Tags: Privacy, Foundations

Your Spouse: Family CEO-in-Waiting

Started by Jeffrey W. Potter May 29. 0 Replies

Do you have a sound plan for managing your family’s financial situation if the spouse who is not in charge of those issues must suddenly assume that role?Continue

Tags: Succession, Planning, Financial, Management, Wealth

Survey Says…

Started by Nettie Nitzberg Feb 5. 0 Replies

“One in Five Workers Plan to Change Jobs in 2014 …” …Continue

Tags: recognition, retention, talent, development, onboarding

 

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XPX Philadelphia Sets Attendee Record at September 17, 2014 Meeting

Meeting Location: The Pyramid Club, Philadelphia, PAProgram: Is The Time Right To Exit?Speaker: Dr. William (Bill) C. Dunkelberg, Ph.D., is the Chief Economist at the National Federation of Independent Business, and Economic Strategist at Boenning…
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XPX Boston - Owners’ Academy: A Market Basket Case Study at Babson College, Olin Hall, Needham-Wellesley Room

October 14, 2014 from 9:30am to 12pm
REGISTER NOWHow Leaders Lead when Succeeding or Failing with Their Succession Plan: A Market Basket Case Study “Acts of generosity can inspire genesis moments even from generational failures.”               Makoto Fujimura, On Becoming Generative The media’s tune was fairly consistent, with a steady drumbeat of negative press as the Market Basket “debacle” unfolded in a very public way. The demonstration…See More
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The Great American Energy Boom

This paper discusses the re-emergence of domestic energy production, illustrates the evolving opportunities and risks brought about by this re-emergence for the United States and briefly touches on the potential investment opportunities for our clients. This paper will have a particular focus on natural gas, the most significant source of domestic energy.See More
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XPX Boston ROUNDTABLE: Owners' Academy for Advisors at Babson College, Needham-Wellesley Room

September 18, 2014 from 7:30am to 10am
REGISTER NOWROUNDTABLE: Owners' Academy for AdvisorsThis is an opportunity to hear directly from Business Owners and members about their experience(s) at The Owners’ Academy … what they got out of the program and why their advisor thought it would be a good investment of their time. Participating in this Roundtable provides you an opportunity to learn:About the value of The Owners’ Academy from the…See More
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XPX Boston - Exit Strategies….what business owners are saying across the country! at Babson College, Olin Hall, Needham-Wellesley Room

October 7, 2014 from 7:15am to 9am
REGISTER NOWExit Strategies….what business owners are saying across the country!Kevin Mulvaney is a Senior Lecturer and member of the faculty of the Entrepreneurial Studies Division at Babson College, Olin Graduate School of business. He is nationally recognized as a leading expert in Mergers & Acquisitions and preparing a company for sale. His work includes conducting seminars and lectures for leading…See More
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