After fifteen (15) years of training advisors and working with business owners, the IEPA has been involved with more than 100 exit plans. One of our learnings is that the business owner was better prepared and got a better result from their exit when they engaged in an exit planning process prior to commencing their…
Growth always requires cash. Whether a business is expanding into new markets, growing their current offerings, or being bought out by current employees or a strategic buyer, funds are always required. Sometimes a company may have the cash on hand to cover these plans and goals, but more often, financing is needed. But approaching a bank for a…
Join us on April 13 from 10-10:45am for the next edition of our Scaling Skills Speaker Series, “The Top 5 Myths About Intellectual Property.” Andrew Strickland is a Partner at Lee & Hayes, and he will talk with us about recognizing and protecting our IP while avoiding IP infringement liability (and surely monetizing it can’t be far behind). …
How many decisions do you make every day? According to Cornell University researchers: more than 35,000. Every. Single. Day. Decision-making is one of a CEO’s most important jobs, and one of the easiest to do wrong. It doesn’t have to be like that though. Here are 5 tips to improve your decision-making effectiveness – and help you…
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,…
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