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Practice Tips

Practice Tips

New ESOP communication resource from Blue Ridge ESOP

Tom Roback

Blue Ridge ESOP Associates

1 month ago

Blue Ridge has launched a new service, ESOP Blue Ribbon. It is designed specifically for the person or committee in your company who is

Mar 27, 2025 1 min read Maryland

Practice Tips

Five reactions to clients, and what they might reveal . . . about both of you

Larry Gard

Done With Work Retirement Coaching and Consulting

1 month ago

Sometimes a cigar is just a cigar . . . a quote mis-attributed to Freud and often used to challenge the suggestion that there’s

Mar 16, 2025 4 min read Chicago

Practice Tips

The Psychology of Exiting – a 15 minute introductory video about how to talk with clients about this transition

Larry Gard

Done With Work Retirement Coaching and Consulting

2 months ago

Exit planning professionals know that the process of leaving one’s work can stir up a host of emotions, and it’s important to know how

Feb 17, 2025 1 min read Chicago

Practice Tips

The Advisory Paradox: How You Can Help Consulting Clients Confront Problems When They Would Rather Look Away

Tom Bixby

EvaluSys LLC

5 months ago

Many consultants/advisors/coaches are serving business owners who resist the notion there might be significant, unrecognized issues in their company, or who believe they needn’t

Oct 31, 2024 1 min read Charlotte

Practice Tips

SECURE 2.0 Update

Tom Roback

Blue Ridge ESOP Associates

8 months ago

In previous communications, we’ve discussed the significant changes brought about by the SECURE 2.0 Act. Effective implementation of many provisions within the act relies

Aug 21, 2024 5 min read Maryland

Practice Tips

A Dozen Questions to Begin the Exit Planning Discussion

Larry Gard

Done With Work Retirement Coaching and Consulting

9 months ago

As an advisor, your role is to help clients prepare to exit their business, yet many people resist thinking about the future because it

Jul 26, 2024 3 min read Chicago

Practice Tips

ERTC Enforcement and Withdrawing a Claim

Greg Silberman

Ritterband Tax & Accounting Solutions LLC

1 year ago

ERTC Enforcement and Withdrawing a Claim The Employee Retention Tax Credit (ERTC) was introduced during the COVID-19 pandemic as a tax incentive for businesses

Mar 12, 2024 2 min read Atlanta

Practice Tips, Video

Cross-Chapter Power Networking Recap: “Ask the Experts” Collaboration

Cheryl Centeno

XPX Global

1 year ago

At our February Cross-Chapter Power Networking session, we introduced a new format aptly named “Ask the Cross-Chapter Experts”. Our facilitator, XPX Nashville member, Lisa Kaufman, a

Feb 27, 2024 1 min read

Practice Tips

Legal Alert Regarding The Corporate Transparency Act

Roxann Smithers

Smithers Law Group, LLC

1 year ago

BENEFICIAL OWNERSHIP INFORMATION REPORTING CORPORATE TRANSPARENCY ACT SUMMARY One of the unique and often attractive features of a Limited Liability Company can be anonymity.

Jan 22, 2024 3 min read Atlanta

Practice Tips

THE ULTIMATE GUIDE FOR HOW BRANDS SHOULD APPROACH INFLUENCER MARKETING IN 2024

Dina Wasmer

Incite Creative

1 year ago

How to leverage the potential of influencer marketing without falling prey to its pitfalls. After being bombarded this past week with a look back

Dec 30, 2023 8 min read Maryland

Practice Tips

ERA // Manufacturing Consumables & Packaging News

Ken Nixon

Expense Reduction Analysts

1 year ago

There is significant evidence that supply chains have “normalized.” Delivery times are fast and overall demand is low. Many companies are now looking at

Sep 20, 2023 1 min read Tri-State

Practice Tips

Do You Dread Networking Events?

Larry Gard

Done With Work Retirement Coaching and Consulting

1 year ago

Do you dread networking for new business? Here are some techniques to help you refine your approach so that networking becomes more enjoyable and

Sep 11, 2023 4 min read Chicago

Practice Tips

Selecting the Right Sales Training Platform for Your Business

Mike Lindert

Sales Xceleration

1 year ago

INTRODUCTION Effective sales strategies are crucial for success in the dynamic landscape of modern business. Business owners recognize the pivotal role that sales teams

Aug 31, 2023 4 min read Chicago

Practice Tips

The 8 Types of Sales Training High-Performance Sales Teams Use

Mike Lindert

Sales Xceleration

1 year ago

INTRODUCTION To maximize performance, it is essential that sales leaders provide comprehensive ongoing training and coaching to their sales team to become a high-performance

Jul 31, 2023 5 min read Chicago

Practice Tips

10 Ways to Reduce Freight Costs

Ken Nixon

Expense Reduction Analysts

1 year ago

Expense Reduction Analysts (ERA) are looking at numerous ways to help companies save money and improve processes in an inflationary environment. One of ERA’s

Jun 29, 2023 1 min read Tri-State

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What's Trending

Business Value Growth

Federal Judge Rules President Can Fire NLRB Administrative Law Judges

Robert Brody

Brody and Associates, LLC

1 week ago

By Robert G. Brody and Fintan S. Lalor The National Labor Relations Board (“NLRB”, or the “Board”) has undergone immense changes since President Trump

Apr 18, 2025 4 min read Tri-State

Business Value Growth

From Gridlock to Growth: Conveying Clarity!

Maria Forbes

FIREPOWER Business Catalyst, LLC.

1 month ago

We’ve all been there. Stuck! Paralyzed! Whether it’s a key project grinding to a halt or a team dynamic that feels like walking on

Mar 28, 2025 4 min read Atlanta

Practice Tips

New ESOP communication resource from Blue Ridge ESOP

Tom Roback

Blue Ridge ESOP Associates

1 month ago

Blue Ridge has launched a new service, ESOP Blue Ribbon. It is designed specifically for the person or committee in your company who is

Mar 27, 2025 1 min read Maryland

Owner Life & Legacy

How to Address Conflict During Succession Planning Discussions

Chuck Cooper

WhiteWater Consulting LLC

1 month ago

Succession planning is one of the most critical elements for a company’s long-term stability. It ensures that leadership transitions smoothly, helping businesses continue to

Mar 26, 2025 2 min read Charlotte

Owner Life & Legacy

Preserving Heritage While Embracing Change: Family Business Strategies for Future Success

Chuck Cooper

WhiteWater Consulting LLC

1 month ago

Family businesses are unique entities—and tend to come with many challenges. For instance, how do you balance the desire to preserve long-standing traditions with

Mar 26, 2025 3 min read Charlotte

Business Value Growth

Federal Court Enjoins Some Aspects of Trump’s DEI Executive Orders

Robert Brody

Brody and Associates, LLC

1 month ago

In the first few days of his second term, President Trump issued two Executive Orders aiming to dismantle diversity, equity, and inclusion (“DEI”) initiatives

Practice Tips

New ESOP communication resource from Blue Ridge ESOP

Five reactions to clients, and what they might reveal . . . about both of you

The Psychology of Exiting – a 15 minute introductory video about how to talk with clients about this transition

The Advisory Paradox: How You Can Help Consulting Clients Confront Problems When They Would Rather Look Away

SECURE 2.0 Update

A Dozen Questions to Begin the Exit Planning Discussion

ERTC Enforcement and Withdrawing a Claim

Cross-Chapter Power Networking Recap: “Ask the Experts” Collaboration

Legal Alert Regarding The Corporate Transparency Act

THE ULTIMATE GUIDE FOR HOW BRANDS SHOULD APPROACH INFLUENCER MARKETING IN 2024

ERA // Manufacturing Consumables & Packaging News

Do You Dread Networking Events?

Selecting the Right Sales Training Platform for Your Business

The 8 Types of Sales Training High-Performance Sales Teams Use

10 Ways to Reduce Freight Costs

What's Trending

Federal Judge Rules President Can Fire NLRB Administrative Law Judges

From Gridlock to Growth: Conveying Clarity!

New ESOP communication resource from Blue Ridge ESOP

How to Address Conflict During Succession Planning Discussions

Preserving Heritage While Embracing Change: Family Business Strategies for Future Success

Federal Court Enjoins Some Aspects of Trump’s DEI Executive Orders

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