• Exclusively Middle-Market

     

    Master the Company Lifecycle, Leading/Managing Change and Problem Solving
     

    'Baby-Boomer' Exit-Transition

    Benefits

    • Meet and connect with professional advisors who work collaboratively to help private business owners build business value.
    • Learn about the 'three pillars' of business value for selling your business.
    • Build relationships and expand your network with other business owners.
    • Become a member of XPX London Chapter and receive multiple benefits:
  • The Power of Six

    Six Expert Perspectives on Your Business
     



    Exit-Transition Live Case Study format

    1.  Topic: choose the topic of interest related to your exit-transition.

    2.  Pre-meeting: chosen professional advisors receive your business information.

    3.  Live Case Study Time: Introductions + 'Three Pillars' analysis + Q&A (1HR max).

    4.  Post-meeting: follow up, informal advice and connections.

  • The 'Three Pillars' of Exit-Transition
     

    The process of business exit-transition is difficult and complex. Just to begin the process you have to make your way through a labyrinth of contacts, advisors and meetings. At the same time you’re trying to focus on running day-to-day business. It’s very costly - a minimum of one year in time and revenue.

     

    The Power of Six neatly packages all that into one hour format - for *free. You and your business become a 'Live Case Study' - the focus of analysis and attention from six collaborative, non-competing professional advisers. The professional advisors are experts in specialist areas across the *Three Pillars of exit-transition - Business Growth, Value and Legacy.

     

    During the one hour intensive meeting they judge your business and informally advise how to approach exit-transition. It’s powerful way to obtain insight, feedback and Q&A from very high level experts.

     

    *Live Case Study participant selection is by network invitation only.


    I. Business Value Growth

    • Innovation/Developing new products 
    • Management and leadership 
    • Efficiency and Production 
    • Financial Accounting 
    • Business Growth 
    • Marketing 
    • Exporting 
     


    II. Business Value Transfer

    • Tax/NI law and Payment 
    • Asset Management 
    • Workplace Pension 
    • Capital Investment 
    • Employment Law 
    • Health and Safety 
    • Legal Issues 
    • Regulations 
    • M&A


    III. Owner Life and Legacy

    • Individual Goals 
    • Family Goals 
    • Guiding Values 
    • Corporate Social Responsibility (CSR)
    • Contunuing Legacyu 
    • Wealth Management 
    • Retirement Planning

     

    *Exit-Planning Exchange Global (XPX)