Knowledge Exchange

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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 private company clients.  XPX – Exit Planning Exchange’s exclusive Knowledge Exchange is the one place where you can access and share knowledge with some of the middle market’s most successful professionals with expertise in a wide variety of areas.

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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…

Don’t be surprised if no one is answering the phones at Brody and Associates on June 19th.  The number of private employers offering Juneteenth as a paid holiday continues to grow and has jumped significantly over the last three years.  Last year, nearly one-third of all private employers gave their employees a paid day off.  This…

Date: June 2, 2023 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Click here for free ticket: Robert Jordan How is it that some leaders win brilliantly and repeatedly, while others struggle to reach their full potential? Over a decade, Robert Jordan and Olivia Wagner set out to answer this question, interviewing thousands of…

Last week, the NLRB’s decision in Noah’s Ark Processors, LLC  (“Noah”) held that repeat offenders of the NLRA could be subject to extraordinary remedies.  The Board went on to detail when such remedies were appropriate, and outlined the types of actions violators could expect to be subject to if they have undertaken egregious misconduct or “have shown…

  Methodology to Avoid Business Disruptions        A business requirements study is conducted before the software implementation begins.  The legacy software database is transferred to the test environment and verified daily for accuracy. Once test-environment data is verified for accuracy the step below will be taken. End users are trained in the test environment that has…

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…

As a small business owner, you face many challenges when running your own company. Financial management is one of the most critical aspects of any business, but hiring a full-time CFO can be a costly and unrealistic expense for many small businesses. This is where Fractional CFOs, like those provided by FocusCFO, come in. What…

By Robert G. Brody and Mark J. Taglia   March 17, 2023     Last week, the U.S. Equal Employment Opportunity Commission (the “EEOC”), filed a  disability bias lawsuit against Papa John’s International Inc. (“Papa John’s”) for firing a blind worker who needed the use of a guide dog to get to and from work (Equal…

Do you want to learn how to maximize the talents you have to shape the professional future you want and deserve? High Performance Expert Jennifer Mrozek Sukalo author “Claim Your Swagger” click here to participate to speak with the author:https://www.eventbrite.com/e/high-performance-expert-jennifer-mrozek-sukalo-author-claim-your-swagger-tickets-631814172197

Throughout my career as a psychologist, I treated many people who found themselves dissatisfied with their life in retirement.  They had given little thought to the magnitude of this transition and their aimlessness was palpable.  It struck me that a handful of preparatory discussions before they retired might have saved them from significant discomfort not…

The Department of Justice (DOJ) is attacking no-poach hiring agreements, a trend that could have a lasting impact on how companies solicit/secure employees. This trend started in 2016, when they issued guidelines on how to avoid antitrust violations based on the illegal use of no-poach agreements.   The guidance noted that the DOJ could pursue criminal investigations,…

Annapolis, MD – Craig Decker, Managing Director, of Alex.Brown/Decker Global Wealth Group located at 2077 Somerville Road, Suite 320 Annapolis Maryland 21401, was among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online April 4, 2023. Click…

🤔What is your question-to-statement ratio? 🎓Register for our CEO Workshop about “How to be a better coach for your team” on Tuesday, May 2nd at 12 pm EST on Zoom. Register now! 😓Leaders can’t be great CEOs UNLESS they spend less time giving advice, and more time asking great questions. The issue is that many…

March 31, 2023 By Robert G. Brody and Mark J. Taglia   Late last week, Michigan’s Governor, Gretchen Whitmer, made history when she signed legislation repealing Michigan’s right-to-work law for private-sector employees. The legislation moved swiftly through both Michigan’s Democrat-controlled House of Representatives and Senate and was approved down party lines before quickly being signed…

How to Heal the Economic and Social Divisions in Society! Best Seller Jennifer Brown author of “How to Be an Inclusive Leader’ click here to meet and speak with the author: https://www.eventbrite.com/e/best-seller-jennifer-brown-author-of-how-to-be-an-inclusive-leader-tickets-623206446257

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…

The Steps Below Should be Taken to Prevent the Need for Running Parallel Software  Before the project starts, a business requirements study should be conducted. At each day end, the data should be transferred to the new software test environment. Transferred data should be verified on daily basis for accuracy. This data verification eliminates the…

The Domino Effect of Having Out-Dated Software Systems.   Not having real time information on the fast-moving products. Not having accurate information of the inventory level in multiple locations. No method of tracking Vendor Reliability of ON-TIME deliveries.   What are the Results of Excess Inventory? Late shipments will result in production disruption. Order cancellations…

Our borrowers often ask us, “Is it better to buy an established business or start up a business?” It’s a reasonable question for those looking to exit their current employment or invest in a business for another income stream. While it may make sense in specific industries to start a business, the benefits of purchasing…

B2B businesses, particularly professional services, are some of the most skeptical and risk-averse companies when it comes to embracing marketing. I should know because I service this client base. However, once I explain how marketing can elevate awareness and increase ROI, most B2B companies will adopt today’s proven digital marketing tactics. In today’s blog, we…

How to Invest in Chaotic Times! Meet star financial planner Shinobu Hindert author of “Investing In Your Super Power” click here to meet and speak with the author: https://www.eventbrite.com/e/where-to-invest-shinobu-hindert-author-of-investing-in-your-super-power-tickets-615607407327

Whatever happened to the original 11 companies Jim Collins featured in his 2001 book Good to Great? As part of a review I recently published of Collins’ original book, I uncovered a few unexpected surprises that have occurred since.  Spoiler Alert: One dropped 88%, another dropped 99%, and a third declared bankruptcy. Book Overview. Good…

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