August 27, 2012

In this video clip, Gerald Chertavian expresses his passion for fundraising and gratitude to those who have contributed significant capital to Year Up. Gerald also provides words of wisdom about how to find your passion. He calls it “looking back in order to look clearly forward.” You also get a glimpse of how his entrepreneurial…

After the software business sold, Chertavian listened to valuable advise from his father and father-in-law; he took several months to plan his next step, considering his recently acquired wealth and relative youth. At age 35, he was encouraged by his father and father-in-law to be smart about his next choices and wealth planning. Once his…

Chertavian started his career on Wall Street, working for a commercial bank. He also volunteered as a Big Brother during this time. Looking back, he considers working with Big Brother a life changing experience, seeding his vision for Year Up. Soon after attending Harvard Business School, he co-founded a software company. The company thrived, opening…

In this video, Schawbel asserts that planning for the future is a primary component of successful entrepreneurship, a process he employs in both his nonprofit and for-profit efforts. Schawbel plans to continue making a difference in this world indefinitely, in philanthropy and business. Dedication and perseverance, with good planning, has served Schawbel well, from college…

Bill Schawbel has a deep bench of trusted advisors, both internally and externally. As a life-long learner, Schawbel emphasizes the importance of being open-minded to the feedback and perspective advisors provide. The key here, he remarks, is relationship. Schawbel has developed many long-term relationships, which bring him confidence. Bill “indulges” himself in meetings with distributors,…

Bill Schawbel, CEO of Schawbel Corporation for the last 30 years, always had a knack for philanthropy. His story demonstrates how entrepreneurs can make a difference in their business while making a difference in the world at the same time. From his childhood, Bill has understood how to give back. Bill’s story is remarkable; it…

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Unlock the Potential of Buy-Sell Agreements and Estate Taxes with Premium Financing As a professional in the premium financing life insurance industry, staying informed about the strategies that can benefit your clients the most is crucial. One such strategy is premium financing, a powerful tool for paying estate taxes and fund buy-sell agreements. Join us…

Last month, the Boston Regional Office of the National Labor Relations Board (the “NLRB”) ruled that members of the Dartmouth men’s basketball team are employees and as such have the right to unionize. Wasting no time, yesterday, the Dartmouth men’s basketball team voted 13-2 to unionize.  Many educational industry onlookers saw this as the necessary…

On February 21, 2024, the National Labor Relations Board (“NLRB”) ruled that Home Depot violated the National Labor Relations Act (“NLRA”) by terminating an employee who refused to remove the hand-drawn letters “BLM” (Black Lives Matter) from their work apron. This employee was one of several employees who concurrently drew BLM on their work aprons….

Program produced by XPX South Florida. Our Speaker: James F. Higgins, Jr.Managing DirectorPilot Hill Advisors LLC Jim Higgins is a co-founder of Pilot Hill Advisors LLC where he specializes in designing, financing, and executing internal buyout transactions for privately held companies utilizing an Employee Stock Ownership Plan (“ESOP”) structure. Jim has advised over 175 companies…

In our prior article, the details of the new test for determining who is an employee and who is an independent contractor was laid out click here. As of last week, that rule is effective. Now clients are asking how we got here and what comes next. Here are our thoughts.   Effective March 11,…

Starting with the End in Mind – webinar for business owners and buyers May 16 at 1PM (EDT) If you have the following questions, this webinar is for you! How do I strategically think about my end game? In other words, how do I figure out what game I am playing? What makes a business…

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