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
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…
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…
Sara Burden, President of Walden Businesses, is a founding member of the Cornerstone International Alliance. The Alliance’s diverse membership creates a global footprint that is unmatched in the lower middle market. That, combined with members’ experience, resources and collaborative efforts are the driving force behind this continued level of success. To date, members have completed…
Program produced by XPX Atlanta. In 2023, we are talking about what a buyer looks for when deciding IF they will make an offer and for HOW MUCH. This is what owners must understand – what makes their business more valuable to a buyer. Key Topics We Discuss Key Takeaways from the Program Moderator:Tim TempletonDirector,…
Program produced by XPX Atlanta. We set the stage in January, emphasizing an understanding of what a buyer looks for. Last month, we talked about helping owners shift their role, preparing for life after and a business without them. In March, let’s talk about creating a well-oiled machine that immediately leads to growth for the…
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….
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,…
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…
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…
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 by 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…
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