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CEOs are often bombarded with little voices in their ear asking, “Am I reaching the best markets?”, “Is my management team capable of taking us to the next level?”, “What about my business model?”, “What changes do I need to make?”, and finally, “Do I have enough money?”. There are only so many hours in…
Are you bored with your career and have an entrepreneurial dream you want to chase? Meet Dr. Gary Crotaz author of “The Idea Mindset” on Friday’s live Zoomcast The Best Business Minds. Click here:https://www.eventbrite.com/e/meet-dr-gary-crotaz-author-of-the-idea-mindset-tickets-429481690297
PRESS RELEASE – SOLD – Sara Burden and Walden Businesses, Inc. is pleased to announce its client, AF&S Products & Services, Inc., completed a successful sale to McMaverick, Inc., dba Apex Solutions. Walden initiated this transaction and acted as advisor to the seller. AF&S Products & Services, Inc. is a Service-Disabled Veteran-Owned Small Business (SDVOSB)…
Donna Beatty, Tax Partner with Frazier & Deeter, and Robert Stephens, Managing Partner of CFO Navigator, were Bill McDermott’s guests on this episode of Profit Sense with Bill McDermott. Donna provided timely advice about taxes, new laws, and advice for business owners. Robert Stephens talked about how he helps businesses as a financial guide, how he speaks…
Why do great companies with the right people, products, and customers miss quarterly revenue targets? Today, only 50% of salespeople on teams that perform achieve their quarterly goals. Worse, only 50% of those performers repeat their success the next quarter. A long-term study of two-million salespeople revealed that only 8% consistently follow a reliable sales…
Join our FREE CEO Workshop on “How to define Core Values that improve your company culture” on Tuesday, October 4 at noon EST / 6 pm CET on Zoom. By the end of this interactive workshop you will: Know how Core Values can positively impact your company culture. Understand how to practically use Core Values on a day-to-day…
Our motto is “Speed is our weapon”. Every day I see this come to life with my clients from day 1 to closing. Here’s how we can help: Pre-qual listings within 24-48 hours upon receipt of your CIM, 3 years taxes and YTD financials Pre-qual buyers with our approving credit manager within 48 hours from…
The state of a company’s financials could make or break its future sale. Balance sheets that don’t balance. “Add-backs” that can’t be justified. Messy financials make for lower business valuation or deals that never happen. That’s why financial sharpening is such a critical part of exit planning. Join us Thursday, Sept 15 from 11am-1pm at…
Do you provide an employee orientation? That is great news, now what about onboarding? If you are leaving this one out you are missing part of a winning team performance structure. What is the difference and why utilize both? One is informative and one is integrative, both are intended to get your new employees off…
What makes an excellent CEO? It’s a question that’s often asked, but seldom answered. As with anything, it starts with mindset first, then skill set. We’ve talked recently about the importance of CEOs having a direction-setting mindset and being bold, and an organizational mindset where they create strong culture and stable, but agile companies. Once CEOs have set a vision and tasked their…
Does your culture support executing your strategy? Get your team on the same page with this killer template: http://leanleadersinc-21416887.hs-sites.com/the-simplest-template-for-a-killer-strategy
Date: Sept 23, 2022 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Click here for a free ticket: Lorraine Marchand Innovation requires more than a eureka moment. The vast majority of new product ideas never make it to market. Typically, this is because of the failure to address a real problem that a customer…
Walden is seeking optimum performers to join its high-performance M&A team. Find your next career move with Walden Businesses as an M&A Advisor. MA-Employment-Opportunity-2022-sb@waldenbus.com
There is something I’ve noticed when people tell me about their first year of retirement. Occasionally they will mention adjusting to living on a fixed income, but more often it’s the non-financial side of things that occupies their mind. In some instances they sound pleased. For example, they’re eager to talk about new hobbies, interests,…
Uncertainty…Has inflation peaked? Are we in a recession? Will the federal reserve increase rates? Will supply chain challenges be resolved? We have written often about the challenges business leaders face and the impact of uncertainty on strategy management. Two of our most recent articles on the subject were Strategic Thinking in Turbulent Times, May 2022…
Join our free CEO Book Club on November 1st at noon EST on Zoom to discuss the book “Your Oxygen Mask First” with author Kevin Lawrence. The author will be live with us – making it an even more insightful experience. Obsessed with understanding why successful people crash and burn, Lawrence has studied and tested…
As a CEO, it can be lonely at the top and they often struggle to know whether their actions and decisions are helping their company or hurting it. How do they achieve excellence? What separates great CEOs from the good ones? These questions often leave new CEOs overwhelmed and frustrated. Every CEO deserves to have a strong…
When your business owner client decides to sell, there’s a unique, uncommon opportunity for you as a wealth manager to provide an incredibly valuable service to your clients while also growing your assets under management. As a wealth manager, you play a critical role in the lives of your clients. It’s not a stretch to…
Every CEO strives to be a strong leader and push their company forward, but when it comes to determining what the mindsets and characteristics of a successful CEO are, opinions vary. It’s hard to be all things all the time and many CEOs struggle to know where to spend their time, how to allocate resources, and…
Date: Sept 9, 2022 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Click Here for Free Ticket: President Joe Biden Questions: Chat In The Joe Biden Way: How to Become a Bold and Empathic Leader, bestselling author and leadership expert Jeffrey Krames provides readers with leadership secrets gleaned from one of the most transformative and successful presidents…
It’s (almost) time to celebrate! Watch the video to learn more about the last stage of the Sale Process.
Every business owner dreams one day of successfully selling their business and riding off in to the sunset with a professional life well-lived and money in the bank. That will be one of my clients in the next few weeks. Two partners started a business 30 years ago and are about to close on the…
Due Diligence is a critical component to every M&A process. This video offers a brief explanation. If you have questions, please contact me.
Phase 4 of the Sale Process is Selection & Structuring. Hope this video is helpful.
Qualification is Phase 3 of the M&A Sale Process. I describe it here.