My Posts
Browse My Posts
It’s no secret that every business owner wants to make more money and maximize profits. The problem is they don’t know how to manage the finances of their business which leaves them confused and frustrated, not knowing which levers to pull to drive success. They may make decisions to make more money, but they’re not sure…
Date: October 29, 2021 Time: 12 p.m. to 1 p.m. Eastern Daylight Savings Time Platform: Zoom Questions : Chat Free Ticket Click Here: Alisa Cohn Every start-up founder feels overwhelmed and uncertain at various times. The key to managing the relentless turmoil of a start-up is learning to manage yourself. From Start-Up to Grown-Up gives you, the founder and…
AlbuonStrategy Newsletter – October 2021 What is Your Organization’s Execution Intelligence? https://albu-strategymanagement.com/2021/10/what-is-your-organizations-execution-intelligence/ There are many different ways to measure one’s intelligence. Emotional intelligence is centered on being smart about feelings. Interpersonal intelligence deals with being smart socially. IQ tests measure smarts as defined by words or math. So, what is “execution intelligence” or XQ? XQ…
Perhaps no “market” has been more active in the last couple of years than Special Purpose Acquisition Corporations better known as SPAC’s. In the first quarter of 2021 alone, close to $30 Billion made its way into the public market through SPAC’s. Since then, the market has cooled a bit, but it is still considered…
A good offense always necessitates a good defense. Core mantra across all sports. So no surprise that in business the same holds true. It has been called many names, The Talent Tsunami, The Great Resignation, the Big Quit, or maybe best, The Great Discontent. Regardless, the war for Talent is very real. And while virtually…
This is the 4th in the case study series, built around the individuals found in the Charlotte case study. This event will focus on Retirement & Estate Planning / Personal Wealth Risk Mitigation for the principal owners. CLICK HERE TO DOWNLOAD THE CASE STUDY FOR THE EVENT. Meet our Speakers: Jim Benedict, CPA, CFP®, CEPA®SVP…
The mission of XPX is to collaborate to help our private company clients build business value, transfer ownership, and create a legacy of success in their lives and their communities. This collaboration is more critical than ever as we navigate through a business environment impacted by a myriad of issues created by the pandemic. In…
There are potential changes to the tax code on the horizon. This lunch and learn will address certain tax planning strategies that we should be considering for our respective clients. With year-end approaching, what actions should we be taking now? We are excited to have tax professionals from KRD CPAs and Sassetti leading the discussion…
It’s the top client question of the quarter but how do you answer it? What do your clients need to know about changes in tax law wrapping up 2021 and heading into the new year? Sign up today to hear from a wonderful line of experts at our next virtual event, “Tax Bill Changes- What…
When companies start the exit process, people inside and outside the company can get worried about their jobs and their futures. Join us as XPX members Erin Spencer and Alicia Parr show us how building trust among team members helps make the exit process more productive and profitable for all. Our Speakers: Erin SpencerFounderEdgeBrook Lane…
2021 Five Star Wealth Manager Program I credit 10 years of Five Star Wealth Manager Awards to my loyal clients and my dedicated business colleagues. Your continued business and considerate referrals have allowed me to provide the highest quality financial planning experience and tend to the wealth and well-being of my clients. Would you like…
Program Speakers: Carolyn Smith (C3 Financial Partners), James Rosenblatt (Rosenblatt Law Firm) and John F. Dini (MPN, Inc.)
Program Speakers: Krysti Seibert, Director of HR Alterman, Inc. and Chris Thiel, Executive VP and CFO of Alterman, Inc. Moderator: Lisa Mochel (Lone Star Capital Bank)
Program Speaker: Travis McLeod, President of Silber & Associates Moderator: James Rosenblatt (Rosenblatt Law Firm)
Program Speakers: Bobby Hines, former President of Eldridge Electric Moderators: Tim Geppert, (Vaco) and Steven Bankler, (Bankler CPA, Ltd.)
On this episode of ProfitSense, host Bill McDermott was joined by Troy Cobb with Cinch I.T., who discussed the decision to purchase a franchise vs. start his own business, cybersecurity issues he sees currently, and more. Mark Ligler, Owner and Vice President of Factory Automation Systems, also joined the show. Mark’s business has weathered many seasons in…
Program Speakers: Bjorn Dybdahl, President of Bjorn Family Audio Video Home Theater Kris Dybdahl, Vice President of Bjorn Family Audio Video Home Theater Moderator: Carolyn Smith, CPA, AEP (C3 Financial Partners)
Program Speakers: Quentin A. Baker, President of Baker Engineering and Risk Consultants Moderators: Tim Geppart, CPA (Vaco) and John F. Dini, CMBA, CExP, CEPA
Program Speaker: Jeremy Calvert, CEO and Majority Owner of Vighter, LLC
Date: October 22, 2021 Time: 10 a.m. to 11 a.m. Eastern Daylight Savings Time Platform: Zoom Free Ticket Click Here: Mark Harari What makes you stand out? In a world filled-with good choices, why should your prospective clients choose you over the competition? In short, it comes down to answering one question: “why should I choose you?”…
Expense Reduction Analysts is pleased to announce that the whitepaper, entitled “Driving Enterprise Value Through Cost Management” has officially launched today. Please click on the link below to receive a copy of the report. https://bit.ly/Driving_Enterprise_Value CFO-ERA-Whitepaper_Driving-Enterprise-Value_Pages_vF
Recently, XPX San Antonio hosted their 4th annual Business Owner and Advisor Summit on October 12th. The program featured a number of panelists covering several exit planning topics. San Antonio Business Journal included a fantastic insert in their recent issue. View the insert here. Thank you to all of our XPX leaders involved in planning…
What does a real, collaborative, multi-advisor value-building project look like? Get the in-depth story and play-by-play of a dynamic, complex value-building project from both the owner perspective and their multi-advisor team. An in-depth panel discussion and Q&A with Owners and their XPX Advisory Team A 2-part series: October 12th and November 9th What’s the owner…
Date: October 15, 2021 Time: 12 p.m to 1 p.m. Eastern Daylight Savings Time Questions: Chat Click Here for Free Ticket: Steve Mastroianni HOBBY BOSS is a simple step-by-step system for creating a profitable online business out of your favorite hobby, by teaching that hobby to other enthusiasts. Based on his own success and building a six-figure annual revenue with…
Every business owner wants a business of their dreams with lots of profits and cash flow. The problem is most business owners don’t follow a unified strategy to reach their business goals. It breaks my heart to see many business owners confused, frustrated and overwhelmed trying to figure out a strategy on how to drive revenue and…