GROWTH. TRANSFER. LEGACY.
XPX Atlanta Case Series - There is a better way
The XPX way. In 2021, we'll be exploring "How to XPX." Get ready for an adventure of guiding a "client" through the rapids and eddies of getting him and his business on the market to sell, warts and all. Unlike other trusted advisors, we'll all work together through the coming year -- collaboratively -- the XPX way -- as we help our owner navigate the waters of practical business realities and the turbulence of the all-too-human factors that come into play. Experience real-life situations ripped from the headlines of true exit planning dramas. Put on your PFDs and join us!
January - Case Introduction
February - Getting the Launch Codes
Join us for the next chapter of our business owner's journey towards a successful exit. The advisory team is being assembled, but where’s the "road map" for the trek ahead? Hear from experts on how an appropriately crafted baseline business review can provide the “launch codes” for an effective action plan that boosts value in the eyes of a potential buyer -- and provides a cornerstone for the entire exit planning process.
Here are the supporting documents for the February discussion:
Next Chapter Events
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