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– Friends since high school or before – Teammates – Golf buddies – Successful businessmen – In mid 60’s thinking about retirement – Planning golf resort retirement together One got really proactive with his health as a client of Retirement Wellness Strategies during the course of preparing to sell his business Offered the same to…
Later today, the United States Supreme Court is set to hear opening remarks in a former postal worker’s claim of religious discrimination against the U.S. Postal Service (the “USPS”) after he was repeatedly disciplined for refusing to work on Sundays. Once again, this Supreme Court is considering overturning decades of precedent. If successful, the ruling could…
The single biggest problem in communication is the illusion that it has taken place. George Bernard Shaw, a famous Irish playwright is credited with this quote which so aptly captures the issue. Communication is the most common organizational challenge cited by clients, whether as part of a team or as individual leaders. Why is that?…
Expense Reduction Analysts (ERA) are looking at numerous ways to help companies save money and improve processes in an inflationary environment. One of ERA’s most successful verticals in assisting companies with their freight costs. Need: Business leaders are looking at unique ways to combat inflation and reduce freight costs. Solution: ERA’s freight specialists put forward 10 unique…
The Dual Imperative: The Significance of Having a Business Plan and a Sales Plan for Startup Success Introduction Launching a Startup is an exhilarating journey that requires careful planning and execution. Entrepreneurs must develop two crucial blueprints to establish a solid foundation for success: a comprehensive Business Plan and a focused Sales Plan. While the…
Pre-retirement coaching is designed to help late career professionals and business owners sort through the head and heart side of the retirement transition. For those who have never availed themselves of coaching, the process might seem like a black box. How does coaching help a person get from point A to point B? This chart…
Since the pandemic, many companies have negotiated new rhythms for workplace productivity. While a number of companies are fully “back at the office,” there are many others that remain committed to remote work, or to allowing their employees some flexibility via a hybrid work option. Remote work certainly offers many perks, and studies have shown…
By Paul Karr There is a common misconception that accounting policy is something that controllers can do in their spare time. Midsize firms especially can fall into the same trap: We’ve always had a small team, and everyone has to complete a lot of work, and we can’t afford another resource. Your controller already has…
Jason Moore and Haley Devlin were running Stratasan on EOS and were stuck. They had hit the ceiling and were no longer making progress. In early 2021 they decided to move beyond EOS, and began working with a System & Soul coach to focus more on their people, their culture, and their organizational habits. They…
By Robert G. Brody and Luis A. Torres We previously reported on the Federal Trade Commission’s (FTC) proposed rule that would effectively ban most noncompete agreements in the workplace. However, the FTC’s proposed rule has one major exception: Franchisees. The proposed rule states that the term “worker” does not include a franchisee in the…
Selling Your Business? Recognize the Three Types of Business Buyers Understanding the traits common to each buyer category can help sellers level the playing field in a business sale of any size. In middle-market business sales, the value of the deal and the path to a successful closing are shaped in large part by a…
Nobody likes a micromanager. In fact, studies confirm that just the opposite is true: Employees tend to be much happier and more engaged when they are afforded some autonomy to make their own decisions. And leaders benefit, too, when employees are given some leeway to act independently: It tends to result in a higher-quality of…
Date: June 16, 2023 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Click here for free Ticket: Deepak Ohri A Bridge Not Too Far: Where Creativity Meets Innovation by Deepak Ohri is a must-read and inspirational book for anyone seeking to harness the power of innovation and creativity to succeed in the business world….
By Robert G. Brody and Mark J. Taglia April 24, 2023 Last week, the NLRB’s decision in Noah’s Ark Processors, LLC (“Noah”) held that repeat offenders of the NLRA could be subject to extraordinary remedies. The Board went on to detail when such remedies were appropriate, and outlined the types of actions violators could expect to…
FIREPOWER, with Maria C. Forbes, is a hands-on strategic workforce partner, helping leaders of privately held companies to attract, engage, and keep their best talent. Small business leaders don’t know how to explain what their best talent looks like, and since they can’t define it, they can’t plan for more of it! This is crucial information…
Tax deferral options on the sale of business or property is always an important consideration. Structured Installment Sales allow the Seller the opportunity to defer immediate tax obligation by placing any portion of their sale into an IRC Section 453 Structured Installment Sale. The opportunity to spread tax liabilities and maximize financial returns is remarkable…
The decisions employers make regarding their benefits offerings during this period of economic uncertainty will likely have lasting impacts on their finances, their employees’ expectations, and their ability to attract and retain talent — all of which can affect the organization’s overall health. To ensure continued success, employers should critically evaluate each and every area…
Date: June 9, 2023 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Click here for free Zoom Link: Dr. John White In Why It Matters, John A. White draws on a wealth of expertise acquired across his six-decade career as a corporate leader, chancellor, dean, educator, engineer, and consultant to create a thorough and…
By Allan Tepper Often, parties interested in making a purchase are serial buyers, hence their advantage. But for midsize sellers, this will probably be the one and only time they sell. Sellers spend the better part of their lives building a company so they can now cash out and ride into the sunset. Unfortunately, mergers…
Entrepreneurial leaders do a lot of things well, but hiring the right people, aligning talent for top performance and optimizing collaboration is not where they want to spend their time. It’s not why they went into business and they are unfamiliar with the impact of talent on their growth and succession goals. They don’t understand…
Don’t be surprised if no one is answering the phones at Brody and Associates on June 19th. The number of private employers offering Juneteenth as a paid holiday continues to grow and has jumped significantly over the last three years. Last year, nearly one-third of all private employers gave their employees a paid day off. This…
Date: June 2, 2023 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Click here for free ticket: Robert Jordan How is it that some leaders win brilliantly and repeatedly, while others struggle to reach their full potential? Over a decade, Robert Jordan and Olivia Wagner set out to answer this question, interviewing thousands of…
Last week, the NLRB’s decision in Noah’s Ark Processors, LLC (“Noah”) held that repeat offenders of the NLRA could be subject to extraordinary remedies. The Board went on to detail when such remedies were appropriate, and outlined the types of actions violators could expect to be subject to if they have undertaken egregious misconduct or “have shown…
Methodology to Avoid Business Disruptions A business requirements study is conducted before the software implementation begins. The legacy software database is transferred to the test environment and verified daily for accuracy. Once test-environment data is verified for accuracy the step below will be taken. End users are trained in the test environment that has…
Structured Installment Sales offer a fantastic solution to the tax issues surrounding the sale of business or property. Approved by the IRS, a Section 453 Structured Installment Sale allows individuals to defer taxes, maximize the sale and secure their financial futures. Take a look at our brochure and visit our website for more information. We…