Owners’ Academy

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). …

Date: April 1, 2022 Start Time: 12 p.m. Eastern Daylight Savings Time End Time: 1 p.m. Eastern Daylight Savings Time Platform: Zoom Click here for free ticket:  Amos Schwartzfarb Levers shows you step by step how to identify and move the levers that unlock growth and create predictability across every aspect of your business. Built on decades of experience across hundreds…

Why does a business need a multichannel marketing approach? Because today’s consumer seeks information through various communication channels regardless of industry or size. Therefore, all businesses need to consider a variety of touchpoints to build greater awareness of their product or service. This blog explores the components and benefits of implementing such a strategy.

Program produced by XPX Philadelphia. In this program we continue to explore the journey to exit of a $40M, privately held, family-owned Manufacturing Company. This next session is designed to share knowledge, build relationship within XPX Philadelphia and learn from our shared values and experience. In this next session we will explore the exit from…

The Consolidated Appropriations Act of 2021 created new, but temporary, deduction limits for meal expenses for the 2021 and 2022 tax years. Meals are treated as costs of furthering business development, which, of course, changes the economics of the expense. Let’s take a closer look…   The new rules permit a 100% deduction for meals…

Program produced by XPX Tri-State. The Exit Planning Exchange (“XPX”) Tri-State – covering New York (New York City & Long Island), Connecticut (Fairfield & Hartford), and New Jersey – is holding a regional virtual event from 4-6PM on Wednesday, March 16, 2022 to examine the three main aspects that influence a deal – business environment,…

Date: March 25, 2022 Time: 12 p.m. to 1 p.m. Eastern Daylight Savings Time Platform: Zoom Click Here for Free Ticket:  Mary Kay Ash In 1963, Mary Kay Ash opened a door of opportunity for millions of women when she founded her own company, Mary Kay Inc. Through her business model and actions as founder, Ash empowered women who…

Program produced by XPX Charlotte. This is the 2nd of 5 programs focusing on strategies to improve the value of business enterprises prior to a planned exit, and the 7th in our case study series. Business value is predicated largely on expectations for future cash flow, and effective expense management is a major contributor to…

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Whistleblowers can blow their whistles a little louder tonight. The Supreme Court’s recent ruling, Murray v. UBS Securities, LLC, decided that an employee may prove a whistleblower retaliation claim without showing that their employer acted with retaliatory intent. As a result, it is now easier for employees to succeed on whistleblower retaliation claims under the…

In the competitive world of business, marketing plays a pivotal role to drive revenue generation, brand equity, and overall business valuation. Companies that view branding and advertising as a growth strategy are twice as likely to see revenue growth of 5% or more than those that don’t (source: “Put Marketing at the Core of Your…

Unleashing the Power of Collaboration Today, we’re diving deep into a powerful quote by Jim Stovall that packs a serious punch: “You need to be aware of what others are doing, applaud their efforts, acknowledge their successes, and encourage them in their pursuits. When we all help one another, everybody wins.” Are you ready for…

Do You Need a Virtual CFO? Every company must find an efficient way of handling accounting and bookkeeping functions. For many businesses, an outsourced accounting solution makes good business sense and provides much needed support with financial management. Some businesses and high net worth individuals will want to take their financial operations to another level…

On January 9, 2024, the Department of Labor (“DOL”) announced a six-factor test for determining whether a worker is an independent contractor or an employee under the Fair Labor Standards Act (“FLSA”). This new rule takes effect on March 11, 2024. Classifying workers as independent contractors or employees is extremely important—independent contractors do not receive…

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