A Wealth of Learning Opportunities – and Resources – at Your Fingertips
Knowledge is power. Imagine what you could do with 24-hour access to a powerful learning community to help you stay up to date with the latest trends, insights, news, and best practices to share with your valued clients. XPX’s exclusive Knowledge Exchange is the one place where you can exchange knowledge with some of the industry’s most successful professionals with expertise in a wide variety of areas. Here are recent posts from our chapter activities and members:
News & Posts
InsuranceNewsNet.com January 21,2022 More Than Writing A Check Sometimes the road to philanthropy begins with a simple phone call. For Angie Rehkop, founder of Financial Care Providers in Atlanta, the giving journey began when a friend asked her to go horseback riding. The request was for adult volunteers to accompany children who were patients at…
Prove the Rolling Stones Wrong in 2022 By Essie Escobedo, Chief Executive Angel, Office Angels COVID-19 was the first pandemic that most of us had ever lived through. The experience taught us a lot – how to work from home, how to homeschool our children, and how to live in isolation – away…
Every business owner has a big dream for their business and wants to make it happen. The problem is, many business owners may not understand what levers to pull in their business to improve overall profitability. As a business owner or CEO, there are hundreds of decisions (big and small) to be made every day and…
As exit advisors, we all know that the value of a business is very dependent on the team the owner has developed. Can “Diversity, Equity and Inclusion” (DEI) initiatives and programs help improve a business owner’s team? Join us for our virtual January meeting where we will have an engaging, collaborative XPX-style discussion of this…
Brand counsel use many tools to help businesses protect their brands. The most common tool is registering a trademark with the US Patent and Trademark Office. This process seems simple but there is much that goes into the strategy behind filing the application and moving it towards registration. I thought it might be helpful to share information to…
Have you ever stopped and examined your mindset as a business owner and leader? Your mindset impacts all aspects of your company—how you view situations and people and how you approach challenges and opportunities. It is much more nuanced than simply having a positive or negative mindset. Check out these two business owners with dramatically…
We’re welcoming in a New Year and a New Look!
Join us Wednesday, January 12 from 10-10:45am for the January edition of our Scaling Skills Speaker Series as Barry Selvidge of Newport LLC tells us how to execute a successful business acquisition. Barry has owned, bought, and sold businesses, and today he advises other leaders on these matters Here is the Zoom link for the…
We’ve all had the experience of driving down the road and trying to change lanes, only to realize just in time that there was a car in your blind spot. Or maybe you didn’t realize in time and the day ended much more disastrous than expected. Keeping an eye on our blind spots and checking for things we may…
When formulating incentive plans for your teams, it’s important to look beyond the numbers. Are the job responsibilities and expectations clear and defined? Are your employees being analyzed as unique contributors or simply lumped in with company growth targets? Incentive plans need to be individually aligned with your team members’ overall engagement and goals. Read…
On this inspiring episode of ProfitSense with Bill McDermott, Miles Young of On Time Supplies shared his story of being compelled to create a solution to the problems he saw in the office supply space and the rewards that come from taking a risk. Bronson Lavender, Senior Vice President with Pinnacle Bank, talked about his passion and…
Worry about cash flow is one of the top issues that keeps business owners up at night. Cash flow is like oxygen to a business and without it, the business won’t survive. Several years back, I had a client ask me, “If I’ve made $500,000 in profit, why isn’t it in the bank account?” A very good…
Infrastructure investments in 2022 and beyond are going to drive the need for skilled labor in manufacturing, construction, energy, utilities and port authorities. My new listing is a successful training and certification company for crane, rigging and skilled labor professionals that would be a good acquisition for organizations looking to strategically capitalize on growth in…
Whether you’ve finished your 2022 projections or not, here are 3 tips you need to know to put the finishing touches on your forecast for next year: 1. Look for tendencies in your forecasting to gain insights on things you can do to improve next year. Did you overestimate revenue and profits? Maybe you were…
Giving negative feedback is never easy and is even more challenging in a virtual work world. It’s always best to have difficult conversations in person; however, if that’s not an option, treat your team member with compassion and make sure you end the discussion with clear direction and expectations. Find out FirePower Teams‘ other recommendations…
A great business looking to be acquired in 2022 that has increased revenue and profitable during the Pandemic. The sellers have conducted tremendous amount of R&D on over 100 recipes for retail and commercial size orders, have documented all areas of the business, and have built an efficient and strong operational organization for a new…
Please join us on Wednesday, December 8 from 10-10:45am for the December edition of our Scaling Skills Speaker Series. I will be interviewing Skip Lamb, Ph.D. and Susan Lamb, Ph.D about their successful entrepreneurial journey. Susan and Skip launched their business two blocks from their home in beautiful downtown Savannah GA and walked to work…
When I started my company in April 2009, I didn’t know much about business formation or the tax implications. Thank goodness I had a good friend and CPA who sat me down and told me everything I needed to know. If you’re starting a business, a CPA you know and trust is one person that should…
When Jayson Waller says he’s fully invested in his solar company, Powerhome, he means it. In 2017, when the business was running low on capital, he downsized to a smaller home and invested the profits into the company. A few months later, Waller partnered with Trivest Partners, which bought a 25% stake in Powerhome for $15 million. Trivest…
There are four basic components to brand protection: searching, registering, policing and enforcing. These four aspects each have their own challenges which create a series of risks and opportunities. If done well, the four components work together in a way that achieves the business objectives of the brand owner. The area of enforcement is critical if you…
When trying to identify the right people for your organization, you may need to go back to the basics. Are you simply writing a job description with responsibilities and minimum qualifications OR are you writing a role description that showcases a candidate’s innate abilities to succeed? There IS a difference, and it can mean finding…
I am delighted to share with you that on August 24, the Greater North Fulton Chamber awarded OFFICE ANGELS its 2021 Small Business of Excellence Award, recognizing companies that exemplify entrepreneurial spirit, dedication, hard work, and sound business practices. OFFICE ANGELS’ success over 21 years would not be possible without our talented, resourceful, and dedicated…
Over the past several months – years even – we’ve all witnessed, watched on television, or read in the news or online about child-like spats between those who we are hoping are our strong, confident, stable, trustworthy leaders. What we are seeing from our leaders reminds us of two children fighting over toys in the…
Discussing themes like a growth mindset, listening, quality, and urgency, these three ProfitSense guests highlighted key pieces of their firm’s success in conversations with host Bill McDermott. Amber Lawson, Principal at Aspire Construction & Design, shared her passion for providing one-stop services for her commercial real estate clients. Ken Madren, CEO of PermaTherm, shared his company’s focus…
“If only your doctors practiced XPX Collaboration.” What does a real, collaborative, multi-advisor value-building project look like? In this 2nd conversation, 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 advisory team of a dozen professionals – and growing. How the heck…
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