My Posts
Browse My Posts
Date: March 8, 2023 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Click Here: Marty Groover: https://www.eventbrite.com/e/marty-groover-author-of-speed-of-advance-tickets-570730990757 Speed of Advance (SOA): the speed of a ship anticipated along an intended track; the average speed required to arrive at a destination at a specified time. In the navy, nothing is left to chance. Every strategy…
INSTEAD OF FLOWERS MEMBERS-ONLY OFFER Buy a meal for your client, get one free to enjoy yourself! (BOGO) Got a client – or employee, colleague – or others in your network you’d like to thank in a thoughtful, creative way? Enjoy this special offer from Instead of Flowers, our new XPX Atlanta Members-Only Benefit partner….
Join our CEO Growth Workshop on Tuesday March 7 at noon EST (on Zoom) to learn about “How to have difficult and uncomfortable conversations – and how you can give more impactful developmental feedback.” 😖72% of employees think that their performance would improve with more feedback. And yet Gallup has found that only 26% of…
Background Historically, Sales has been one of the most impactful yet overlooked aspects of Exit Planning. In this article, I address the critical nature of Sales & Marketing Alignment within the Exit Planning process. Sales & Marketing Alignment A while back, I worked with a VP of Marketing whose favorite saying was, “Nothing happens until…
Many relatively new macroeconomic and socioeconomic factors have changed how companies recruit, engage, and retain top talent. Factors include: Highly competitive labor market Wage inflation The Remote Workforce The Gig Economy The Great Resignation Has your recruiting process kept current with the changing business landscape? What does your strategic sales recruiting process look like, and…
How to Help Your Employees Maximize Their Skills! Meet Best Seller Julie Winkle Giulioni author of “Promotions Are So Yesterday” click here to speak with the author: https://www.eventbrite.com/e/julie-winkle-giulioni-author-of-promotions-are-so-yesterday-tickets-560779475507
Program produced by XPX Atlanta. “Making the Owner Irrelevant – Preserving Transferable Value Inside the Company We set the stage in January. Now, let’s get into it. Among the very first – if not THE first – questions from a buyer is, “So, tell me why the owner is selling and what am I going…
A stay bonus provides an incentive for an employee to remain with the company after a sale. They’re designed to protect the company in times of change. Recognize that a business transition can create a lot of uncertainty and anxiety for employees. Some managers may wonder if they’ll be let go after a sale. Or,…
Aging Property Owners with Passive Income Needs for Retirement At Safe Harbor Asset Management, we frequently receive inquiries from investors considered real estate-rich and cash-poor, who have locked up most of their wealth in assets like real estate that are difficult to convert into cash. Read More: https://blog.investsafeharbor.com/blog/case-study-real-estate-rich-cash-poor
Date: February 24, 2023 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Click Here to get a Free Ticket: Sterling Hawkins Entrepreneur, motivational leader, and internationally recognized public speaker Sterling Hawkins shows readers how to get comfortable with discomfort to create breakthrough results in life and business using his…
In the current crazy employee hiring and retaining climate, little things to boost morale and culture can go a long way. That’s why Employee Appreciation Day may be more important in 2023 than ever before.You know your team best. What is it that will feel like a “gift” vs. an obligation to participate because, let’s face…
Have you ever had a deal blow up at the eleventh hour because your client got cold feet or found fault with the deal terms for seemingly irrational reasons? If so, you have likely witnessed the disruptive effects of unaddressed unpleasant feelings and concerns. All change, even when it results in a huge payout, involves…
Trying to communicate to create connection, alignment, and action? Here’s a fantastic example from an attendee at one of our GENIUS Business Storytelling workshops who identified two important messages he wanted to communicate and used two versions of a story to do just that in a memorable way. Both versions began with the following: At…
Hello XPX! If you or your Middle Market clients are not happy with their current banking relationship, I’m happy to discuss anything from solving day-to-day problems to complete acquisition financing. Comerica is the largest bank headquarter in Texas. We take a holistic business approach, always putting our customers and our community first, and providing our…
Happy New Year – and may 2023 be a prosperous and fulfilling year for you and yours! With that aspiration in mind, I’d like to pose an important question about goals, a big question we make a habit of sharing with our clients at this time of year. Every December, it seems, we set goals…
Learn how you can use 1031 exchanges and DSTs to your advantage by Downloading my FREE Brochure. Read About: What a 1031 exchange is and an overview of the basic steps Essential rules and timeline to follow in a 1031 exchange The expected net proceeds of selling a property vs using a 1031 exchange The…
😀Join our CEO Book Club on Tuesday April 4 at noon EST to discuss “The Coaching Habit” by 📚 Michael Bungay Stanier. ❓Leaders can’t be great CEOs UNLESS they spend less time giving advice, and more time asking great questions. The issue is that many CEOs (especially technical experts) believe that they need to expand…
PRESS RELEASE – Walden Businesses, Inc. is pleased to announce its client Paradigm Security Services, Inc. completed a successful sale to Pinnacle Security & Investigation, Inc. Walden initiated this transaction and acted as advisor to the seller. “We were lucky to have Sara Burden’s skill and commitment to guide us in preparing the company for…
Benchmarking benefits plans during a M&A acquisition in the middle market can provide several advantages, including: Identify cost savings opportunities: By comparing benefits plans with industry benchmarks, it is possible to identify cost savings opportunities that can help optimize benefit plans and reduce overall costs. Ensure competitive benefits: Benchmarking can help ensure that the benefits…
Learn How to Redirect the Future of Your Company to Improve Innovation and Increase Revenue. Donna Kennedy-Glans author of “Teaching the Dinosaur Dance” click here for a free ticket to speak with the author: https://www.eventbrite.com/e/donna-kennedy-glans-author-of-teaching-the-dinosaur-to-dance-tickets-545074100307
As we’ve discussed in previous posts, quiet quitting is a phenomenon that’s here to stay. This workplace trend has inspired millions of employees to “act their wage,” which is to say, setting boundaries and choosing not to go above and beyond their basic job description. Evidence shows that quiet quitting is common, and that it’s…
Mergers and acquisitions (M&A) have become an influential business strategy as leaders look for opportunities to accelerate growth and gain market share. As these transactions happen in a more condensed time frame than ever, all parties are rushed to perform proper due diligence. Don’t let a merger or acquisition void your insurance coverage, The following…
How to Build a Winning Strategy! Meet Star Researcher Dr. Peter Compo author of “The Emergent Approach to Strategy” click here: “https://www.eventbrite.com/e/peter-compo-author-of-the-emergent-approach-to-strategy-tickets-534699409327
Defer Taxes, Maximize the Sale, Secure the Financial Future…. Chad Ettmueller – JCR Settlements, LLC. What if you could offer your clients a way to sell their business, property or other appreciated asset and avoid immediate tax obligations while growing the net proceeds in an attractive, tax-deferred manner with future payments they design unique to…
Over the last two weeks, I’ve had clients, colleagues, and even family members asking me my thoughts about ChatGPT. Some of them had a glimmer in their eye, while others had a furrowed brow, which seems to be the going trend — some are ecstatic about the power of AI, while others are confused or…