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
Program produced by XPX Atlanta. The Hard Realities of Exit and How We Can Fix It Advisors – we have work to do! To repeat: only 4% of businesses actually sell. In this important November XPX Program, we will review and discuss the reasons for that abysmally small number. More important, in true XPX fashion,…
Do we have a recession now – or will we have a recession soon? It is not certain, but very likely to happen in the coming months. The R word is scary and it starts changes in economic behavior. Recessions are a normal part of the business cycle, painful but necessary. Let’s think about the…
Position Description Client Service Specialist Overview Baer Wealth Management (BWM) was originally founded in 2000 as a family-owned and operated, boutique Registered Investment Advisory firm (RIA). Now in its second generation, BWM focuses on providing wealth management services to successful professionals and their families. As a fiduciary, BWM’s mission is to understand, advise…
As a CEO or business owner, it’s hard figuring out what things to focus on, where to allocate our resources, and how in the world we’ll find the time to do it all. It can be overwhelming. When you’re paralyzed by all of these thoughts and tasks, it’s hard to be an effective CEO. I…
PRESS RELEASE – SOLD – Sara Burden and Walden Businesses, Inc. is pleased to announce its North Atlanta client, Express Employment Professionals, completed a successful sale to Category 5, LLC. Walden initiated this transaction and acted as advisor to the seller. https://waldenbus.com/wp-content/uploads/2022/10/Press-Release-SB-Express-Employment-Professionals.pdf Express franchise owner, Rodney Moore, shared: “One of the best business decisions I…
All professionals deal with some form of personal adversity at work. Change is constant as you grow and scale your company and today, we are considering the impact of a slowing economy. Recent data in an HBR article, shows layoffs up 39% in the second quarter of 2022, (bringing the year’s total to more than…
CEOs are often bombarded with little voices in their ear asking, “Am I reaching the best markets?”, “Is my management team capable of taking us to the next level?”, “What about my business model?”, “What changes do I need to make?”, and finally, “Do I have enough money?”. There are only so many hours in…
PRESS RELEASE – SOLD – Sara Burden and Walden Businesses, Inc. is pleased to announce its client, AF&S Products & Services, Inc., completed a successful sale to McMaverick, Inc., dba Apex Solutions. Walden initiated this transaction and acted as advisor to the seller. AF&S Products & Services, Inc. is a Service-Disabled Veteran-Owned Small Business (SDVOSB)…
Donna Beatty, Tax Partner with Frazier & Deeter, and Robert Stephens, Managing Partner of CFO Navigator, were Bill McDermott’s guests on this episode of Profit Sense with Bill McDermott. Donna provided timely advice about taxes, new laws, and advice for business owners. Robert Stephens talked about how he helps businesses as a financial guide, how he speaks…
The state of a company’s financials could make or break its future sale. Balance sheets that don’t balance. “Add-backs” that can’t be justified. Messy financials make for lower business valuation or deals that never happen. That’s why financial sharpening is such a critical part of exit planning. Join us Thursday, Sept 15 from 11am-1pm at…
Do you provide an employee orientation? That is great news, now what about onboarding? If you are leaving this one out you are missing part of a winning team performance structure. What is the difference and why utilize both? One is informative and one is integrative, both are intended to get your new employees off…
What makes an excellent CEO? It’s a question that’s often asked, but seldom answered. As with anything, it starts with mindset first, then skill set. We’ve talked recently about the importance of CEOs having a direction-setting mindset and being bold, and an organizational mindset where they create strong culture and stable, but agile companies. Once CEOs have set a vision and tasked their…
Walden is seeking optimum performers to join its high-performance M&A team. Find your next career move with Walden Businesses as an M&A Advisor. MA-Employment-Opportunity-2022-sb@waldenbus.com
As a CEO, it can be lonely at the top and they often struggle to know whether their actions and decisions are helping their company or hurting it. How do they achieve excellence? What separates great CEOs from the good ones? These questions often leave new CEOs overwhelmed and frustrated. Every CEO deserves to have a strong…
Every CEO strives to be a strong leader and push their company forward, but when it comes to determining what the mindsets and characteristics of a successful CEO are, opinions vary. It’s hard to be all things all the time and many CEOs struggle to know where to spend their time, how to allocate resources, and…
Every business owner dreams one day of successfully selling their business and riding off in to the sunset with a professional life well-lived and money in the bank. That will be one of my clients in the next few weeks. Two partners started a business 30 years ago and are about to close on the…
The long-predicted seller tsunami is coming. Business owners ahead of the trend will be positioned to take advantage of the positive market conditions. Let Walden provide the leadership and exit strategy that will help you net the most. READ Why Boomer Business Owners Should Watch M&A Cycles – https://waldenbus.com/wp-content/uploads/2022/08/Business-Owners-Should-Watch-MA-Cycles-1.pdf Business-Owners-Should-Watch-MA-Cycles
Every business owner has a big dream for their company and wants to make it happen. The problem is many deals can fall apart over terms, leaving both parties confused and frustrated. There are many pieces to consider when structuring a deal. How much? What price? Cash vs. stock? Lump sum or payments over time? Often…
Host Bill McDermott was joined by three accomplished business leaders on this edition of ProfitSense. Banker Samantha McElhaney discussed what business owners need to be focused on now, what to look for in choosing an advisor, as well as how she uses her extensive network to assist her clients. Keith Costley shared how his engineering consulting…
Program produced by XPX Atlanta. Trusted advisors and the deal team need to look beyond numbers and operational process, to the people who will lead the company and deliver the value after the sale. Our 4 panelists come from M&A, Operations, HR, and HR Systems, to bring a comprehensive view of the impact of team…
Has the pandemic prompted your leadership team to reconsider employee purpose? We have prioritized compensation, well-being, resilience and more, but you mustn’t forget purpose or your employees may be reconsidering YOU. In a recent McKinsey & Company survey, two-thirds of US-based employees said they expect their jobs to bring a significant sense of purpose to…
Every business owner has a big dream for their company and wants to make it happen. But, when it comes to retiring one day and driving off into the sunset, most business owners don’t know where to start or what to do. They’ve been so busy working in the business, they haven’t stopped to take the time to…
Every business owner dreams of selling their business one day for a lot of money then retiring with a home on the beach or traveling the world. However, when it comes to actually selling the business, many business owners don’t follow a unified strategy, leaving them confused and frustrated because they realize running a business is…
And the Beginning! Change is the external event, situation, or relationship that morphs into something new/different/better/worse. After a 30-year successful run, the founder/business owner sells his or her business. That’s the change. Here’s how my client, Jim, described it to me this week: One day I’m in my office and the next day I am…
We have all heard the idioms, “Taking responsibility is an essential element of strong leadership”, “The buck stops here”, and “Leadership is taking responsibility while others are making excuses.” Creating your work ethic as a leader around these phrases may have unconsciously made you over-responsible. Over-responsibility can be a hard habit to break. Do you…
Chapter Events
Gold Sponsors
You need a new story that gets your customer and the world to know just how awesome, different and valuable your business or organization really is.
You need to maximize a sale through deferral of immediate tax obligations and the creative growth of sales proceeds through variable investment, installment sale strategies. Our services are free of charge and can help all parties in a transaction.
Someone has had or is preparing for a liquidity event and needs help evaluating their complete financial situation.
You would like an objective view on an exit you might be considering from a seasoned accounting and consulting professional.
Silver Sponsors
Office Angels serves as a professional matchmaker, linking small businesses in need of support with smart, reliable, credentialed and experienced professionals who work as needed.
Wise and experienced counsel is needed, particularly in respect to ongoing business operations, or future acquisitions or sales.
Neri Capital Partners are experts in assisting lower-middle market Business Owners to Determine, Build and Realize the value of their companies.
You need to assist owners and key decision makers in defining roles and engaging talent as part of business growth and transition planning. Convert people strengths into business performance.
You want a seasoned attorney to assist with any franchise related business, be it a franchisor or franchisee. I love helping start-ups!
You want to sell your company, understand the sale process and understand value.
You need a corporate attorney
You need more than a traditional wealth manager. BIP Wealth is constantly working and consistently innovating to make your money go further.