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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…
We Have a Leadership Brand by Accident or Design. How is your #leadership known and how do you want it to be known? What is your Leadership Brand? Simply put, your Leadership Brand is how you lead as the unique human being you are. It comprises your authenticity, clarity of expectations, vision, consistency, and value as a…
Good morning Jack, Sometimes you have good conversations but not too many are great ones. I thoroughly enjoyed yesterday’s call and it is unusual to find someone who has a track record and the competence that you display as it relates to your practice. Please let me know how you would like to proceed as…
What makes an established business “bankable” as opposed to perpetually seeking investor capital? The standard suite of financials a bank looks for are pure data, such as the income statement, balance sheet, and AR-aging. These are backward-looking, based on past performance. However there are also a number of reports a client can create themselves that…
Learn to be a Rebel to Affect Change! Meet Harvard Business Contributor Dr. Todd Kashdan author of “The Art of Insubordination” click here to participate: https://www.eventbrite.com/e/meet-dr-todd-kashdan-author-of-the-art-of-insubordination-tickets-526218482647
When the COVID-19 pandemic forced companies to close their doors, sending employees home to work remotely, many leaders worried about the long-tail effects on culture, employee engagement, and morale. As it turns out, some of those concerns were unfounded. Recent research has found that, if anything, the companies that offer remote work options have stronger cultures and higher levels…
Since selling your business is likely the most significant and financially impactful transaction of your life, I share the Top 3 Sales Priorities every business owner must take to maximize their company’s sales price at Exit. Background – Unfortunately, Sales has been one of the most impactful, yet overlooked, aspects of Exit Planning. Exit Planning…
When a new leader takes the helm, their decisions and maneuvers can cause a ripple effect that can be felt throughout your organization – especially regarding technological infrastructure. Even the most minute change can affect the delicate balance of technology within your organization and impact your control environment. During a leadership transition, CFOs have an…
Learn to be a Legend! Meet Thinkers50 winner Dr. Ruth Gotian author of “The Success Factor” click here to get a free ticket: https://www.eventbrite.com/e/learn-to-be-a-legend-meet-dr-ruth-gotian-author-of-the-success-factor-tickets-522027356877
Gershon Morgulis – Partner Shelby Jackson – Marketing Associate Revenue is up! But you have less cash than ever. Why is that? We’ll be covering the top 7 reasons why, like many other businesses, you might have no cash despite revenue being up. Then we’ll discuss important things to consider as you build your…