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Join us on Wednesday, May 11 from 10-10:45am for the next edition of our virtual and free Scaling Skills Speaker Series, “I’m Already Good at Conflict Resolution Damnit!! Our presenter is Terry “Doc” Dockery, Ph.D., and his experience has been that: a) constructive conflict resolution is essential to business success, and b) most folks think…
Learn what lenders use to decide whether or not you will qualify for a business loan Have you ever applied for a business loan and got rejected and wondered why? Well, your personal loans could be the problem. It’s a common misconception that personal credit and business credit are separate but that is not always…
With the supply chain and labor shortages caused by the pandemic, the blockage of the Suez Canal (remember that?), and the ongoing war between Russia and Ukraine, prices have gone through the roof. And while the Fed may claim some of it is transitory, many of us know exactly what it is: Inflation! But what…
Every business owner has a big vision for their company and wants to make it happen. However, most don’t follow a unified strategy to get there. Leaders often have trouble pulling the trigger on spending money on people or new strategies because they don’t understand what their numbers are telling them. Many business owners haven’t fully appreciated accounting…
April 11, 2022 FOR IMMEDIATE RELEASE Media Contact: Craig Decker, 410.525.6208 www.DeckerGlobalWealth.com XPX MARYLAND MEMBER CRAIG DECKER NAMED TO FORBES’ LIST OF BEST-IN-STATE WEALTH ADVISORS Annapolis, MD – Craig Decker, Managing Director, of Alex. Brown/Decker Global Wealth Group located at 2077 Somerville Road, Suite 320, Annapolis, Maryland 21401 was among the Raymond…
Date: April 15, 2022 Sign on Time: 11:50 a.m. Easten Daylight Savings Time Start Time: 12 p.m. EDST End Time: 1 p.m. EDST Platform: Zoom Questions: Chat Click Here Free Ticket: Dr. Hank Weisinger Nobody performs better under pressure. Regardless of the task, pressure ruthlessly diminishes our judgment, decision-making, attention, dexterity, and performance in every professional and personal arena. In…
Get your people to stay, a growth strategy. According to a recent report by McKinsey, employers are misunderstanding the reason for the Great Resignation. While we learn much from big company trends, small businesses are similarly affected by the same patterns, especially relative to people. McKinsey reports that “over 25 million people quit their jobs in…
Date: April 8, 2022 Start Time: 12 p.m. Eastern Daylight Savings Time End Time: 1 p.m. Eastern Daylight Savings Time Platform: Zoom Link for free ticket: Jay Samit Questions: Chat Are you tired of just paying bills until you die? Are you wasting your life at a job that doesn’t make you fulfilled or financially secure? Then Future Proofing You: Twelve…
Program produced by XPX South Florida. This is our second installment of our 2022 in-depth seven-part “Lunch and Learn” series, where our Chapter’s professional advisers will discuss the exit planning strategies to be employed by a middle market software development company with $50 million in annual revenues. In this second session, we will be focusing on calculation…
“Accounting is the language of business, and you must learn it like a language…To be successful at business, you have to understand the underlying financial values of the business.” –Warren Buffett Time after time in my banking career I met with thousands of business owners who were looking for loans. Frequently, it became apparent that they had…
In this video, I discuss the impact of developing a strategy for the sales team with the Fractional VP of Sales. “Independence” shouldn’t mean doing your own thing for your self-satisfaction. Get started on your sales action plan today by taking my quick 10 question assessment link here: https://salesxceleration.com/sales-agility-assessment/?locationid=23454508 #salesstrategy #focus #StopRandomActsofSales #rankprospects #rankcustomers www.cleardirectionsd.com
Loans from the U.S. Small Business Administration can help businesses “start, build, and grow” but can they also be used to cash out? If you are a small business owner, chances are you have heard of SBA loans. If you haven’t, SBA loans are a means of funding for small businesses through the U.S.’s Small Business Administration….
In this video, I summarize why a Fractional VP Of Sales is often the best choice for a business in transition. Businesses from $3M-$75m often encounter a “Gap” they have to address before they can leap to the “next level”. This will require professionalizing the sales team by removing or elevating the current leadership from…
Program produced by XPX Triangle. This presentation reviews strategies and options for raising capital for business expansion and exit planning. Our Speakers: Kenneth MarksManaging PartnerHigh Rock Partners, Inc. Kenneth Marks is an entrepreneur and expert in mergers, acquisitions and financing of emerging growth and middle market companies. He is the Founder and Managing Partner of…
Among the safest and most tax-efficient ways to transfer assets is by using a trust. A properly drafted trust document is specifically designed to be both for the benefit of a third-party person or entity and protects the property that was transferred to the trust. But, do you know what exactly a trust is and…
It’s been called the Silver Tsunami. That’s the number of Baby Boomers who are ready to sell their businesses and move to the next stage of their lives. According to the North Carolina Employee Ownership Center (NCEOC), baby boomers own half of the privately held businesses with employees in the state: 78,757 business with owners…
By Allan Tepper Companies need about three months to receive a clean opinion for their annual audit. So why does your company need more time? Expending too much time and money on your annual audit is a red flag for the executives involved with corporate governance and financial oversight. New accounting rules and regulatory changes…
After fifteen (15) years of training advisors and working with business owners, the IEPA has been involved with more than 100 exit plans. One of our learnings is that the business owner was better prepared and got a better result from their exit when they engaged in an exit planning process prior to commencing their…
Growth always requires cash. Whether a business is expanding into new markets, growing their current offerings, or being bought out by current employees or a strategic buyer, funds are always required. Sometimes a company may have the cash on hand to cover these plans and goals, but more often, financing is needed. But approaching a bank for a…
Join us on April 13 from 10-10:45am for the next edition of our Scaling Skills Speaker Series, “The Top 5 Myths About Intellectual Property.” Andrew Strickland is a Partner at Lee & Hayes, and he will talk with us about recognizing and protecting our IP while avoiding IP infringement liability (and surely monetizing it can’t be far behind). …
We have all been there. We start a new job, whether it is a career starter or after-school gig, and we are excited. Then, HR brings us all these documents to sign, and one is Form W-4. The assumption is that we know how to complete it. But do we really? In this blog post,…
Date: April 1, 2022 Start Time: 12 p.m. Eastern Daylight Savings Time End Time: 1 p.m. Eastern Daylight Savings Time Platform: Zoom Click here for free ticket: Amos Schwartzfarb Levers shows you step by step how to identify and move the levers that unlock growth and create predictability across every aspect of your business. Built on decades of experience across hundreds…
Why does a business need a multichannel marketing approach? Because today’s consumer seeks information through various communication channels regardless of industry or size. Therefore, all businesses need to consider a variety of touchpoints to build greater awareness of their product or service. This blog explores the components and benefits of implementing such a strategy.
Program produced by XPX Philadelphia. In this program we continue to explore the journey to exit of a $40M, privately held, family-owned Manufacturing Company. This next session is designed to share knowledge, build relationship within XPX Philadelphia and learn from our shared values and experience. In this next session we will explore the exit from…
If you don’t, how can you accurately evaluate the financial impact of a partnership? Most business owners have no idea what their number is, or how to find it. Do you?