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When it comes to developing a marketing strategy, everyone is looking for ways to stand out from the crowd and engage with their prospects and clients. While there are several strategies to do this, one of the most effective is the use of humor, and meme marketing is a fun, low-effort way to engage with…
I have served as a mentor for young professionals for several years. And while their experiences are varied, one common theme remains – when we have not aligned our purpose and strengths, we will wrestle with achieving our goals both personally and professionally. Discover more about their stories and lessons learned in this latest FIREPOWER…
Is inflation on the horizon? Are there any red flags in the economy? How does this impact our clients’ businesses? Join us on October 1st and hear first hand from a senior investment strategist who worked at the Federal Reserve Bank of New York. Roosevelt Bowman with Bernstein Private Wealth Management helps business owners across…
When you start imagining what your business could become, you dream up a wildly successful business with lots of cash flow and profitability, right? Nobody’s business fails in their wildest dreams. The problem is that most business owners don’t follow a unified strategy to reach these business goals. Left to our own devices, we generate more ideas than…
Exit planning done right is a well thought out process that takes time, preparation, and patience. We will hear from a business leader who drove this process on behalf of his enterprise and partners and the trials and tribulations of that journey. Please join us to hear about this from a seller’s perspective. Our Speaker:…
Learn the secrets of Your Exit Map: Navigating the Boomer Bust, John Dini’s best-selling book on profitable exit strategies. Monthly educational program. Mary Norton at Vestra Wealth Planners and Principal Financial are the venue hosts. Our Speaker: John F DiniCMBA, CExP, CEPAMPN Incorporated John F. Dini is a consultant and coach business owners, CEOs and…
There is a lot of uncertainty in the world today, which makes it even more important to maintain financial focus and set up your future self for success. Christen Plotkin, Financial Advisor at UBS Financial Services Inc, will share what it means to have financial focus as an emerging professional. She’ll highlight distractions you should…
Date: October 8, 2021 Time: 12 p.m. to 1 p.m. Eastern Daylight Savings Time Platform: Zoom Questions: Chat Free Ticket Click Here: Howard Tiersky (If you can’t make it sign up and you will get a link to the video after the event) Customers today expect the brands they deal with to deliver an increasingly outstanding and seamless digital…
This event will focus on Early Personal Wealth Planning for the principal owners. Specifically focusing on Goal Setting & identification of any Wealth/ Valuation Gap. Process steps covered: Discovery Wealth Planning Business Information Business Valuation CLICK HERE TO DOWNLOAD THE CASE STUDY FOR THE EVENT. Meet our Speakers: Jim Benedict, CPA, CFP®, CEPA®SVP – Senior…
Sharon Foley, Director of Interior Design for The Interiors Studio, and Andrew Henry, Partner at Childs Company, were host Bill McDermott’s guests on this edition of ProfitSense. They discussed finding the right professional for the support business owners need to handle their multiple needs, from integrated interior design to architecture to financial services and exit planning….
View a final wrap-up of our case study client, Sam’s exit journey.
Every business owner envisions a growing business, running smoothly without drama and having massive amounts of cash flow and profits. The problem is that with growth comes increasing complexity. Oftentimes, you need to add people and improve processes. Deciding not to add people and processes can create choke points in our business that cause it to become increasingly inefficient or…
The business community was dealt unprecedented challenges brought on by the pandemic, creating massive disruptions in everything from supply chains, to employment, technology and valuations. Join us as we hear from local experts on the M&A outlook for the rest of the year and into 2022. Meet Our Speakers: Deborah Agrafojo M&A AdvisorTouchstone Advisors Deborah…
Date: September 28, 2021 Time: 12 p.m. to 1 p.m. Eastern Daylight Savings Time Questions: Chat Free Ticket Click Here: Scott O’Neil (Sign up even if you can’t make and we will send you a link to listen later) Scott O’Neil, one of America’s most successful sports executives, shares seven principles to keep you present, grounded, and…
Please join us for this first XPX case study of nice monthly sessions in which we will discuss what the owners of a $40M, privately held, family owned Manufacturing company have to consider as they think about building value, transferring ownership and creating a legacy for their family, employees, customers and community. Click here to…
Date: September 24, 2021 Time: 12 p.m. to 1 p.m. Eastern Daylight Savings Time Platform: Zoomcast Questions: Chat Click here for Ticket: Nick Morgan (If you can’t make it we will send you a link to watch it later and feel free to share) Communicating virtually is cool, useful, and now even more ubiquitous and necessary than ever. But…
While many tax advisors were busy working to wrap up September 15th deadlines on Monday, House Ways & Means Committee Chairman Richard Neal released 881 pages of proposed legislative text intended to become part of the Build Back Better Act, a budget reconciliation bill forthcoming from Congress. That same day, Ways & Means Committee staff…
I am proud to announce that I recently earned the Certified Exit Planning Advisor (CEPA) designation after completing the Exit Planning Institute’s intensive 5-day program. I join an elite group of business advisors who have received this designation and am a part of the Exit Planning Institute’s international community of CEPAs. The CEPA program is the most widely accepted…
Why are business owners and their advisors talking about ESOPs? With capital gains taxes on the rise, ESOPs are playing an increasing pivotal role as an exit strategy. Come join us on October 19 for an important webinar on Tax Reform & ESOPs. We will provide an overview of Employee Stock Ownership Plans, including the…
AlbuonStrategy Newsletter – September 2021 Plan to Win in Uncertain Times https://albu-strategymanagement.com/2021/09/plan-to-win-in-uncertain-times/ What does it really take to be successful in today’s fast passed, uncertain and competitive business environment? Two important factors: 1) meticulously managing your day-to-day operations, and 2) strategically planning for the future, both short- and long-term. However, planning often gets shortchanged because…
The 24th Annual Live Angel Venture Fair, which takes place at the Union League on Tuesday, December 7 from 7:30 a.m. to 3 p.m., is now accepting applications. Below is a list of some of the industries our investors are interested in. Beverage, Biotechnology, Computers, Consumer, Cyber Security, Crypto-Currency, Ecommerce, Education, Electronics, Environmental, Fashion, Finance,…
Many business owners struggle with delegation. We almost cringe just hearing the word. But without delegating tasks, people start to burn out and are unintentionally limiting their full potential. They become the chokepoint of their own business. It’s interesting that only 1% of businesses start to climb over $10 million in revenue. The number one reason is…
Date: September 17, 2021 Time: 12 p.m. to 1 p.m. Eastern Daylight Savings Time Questions: Chat Platform: Zoomcast Link to Free Ticket: Meet Best Seller Richard Steel author of “Elevated Economics: How Conscious Consumers Will Fuel the Future of Business” Consumers and investors have innovated their game. Now you as a leader must innovate with them or face the consequences….
This recent article about how a requirement to include diverse contractors in the construction of a large new convention hotel in Boston has had ripple effects across the city’s economy. And it sounds like a really cool building too! https://www.bostonglobe.com/2021/09/08/business/massports-diversity-policy-had-its-skeptics-its-success-is-hard-ignore-with-opening-new-omni-boston-hotel/
Diversity drives better performance. Board diversity has been getting a lot of attention for public companies but it’s much les common with private companies. This article talks about why and how this is changing. Don’t wait until a company is about to sell to think about this. It makes sense to include it from the…