Owners always want to know what their business is worth, and determining that value depends on a multitude of factors. Join us on Friday, January 21 for a joint meeting between XPX Fairfield and Hartford on what impacts valuation. We will be joined by Nathan Klatt (Managing Director, Rockport Investment Partners) and John DelGrego (Managing Director, Marcum…
Join new members for a panel discussion on Covid’s impact and networking time.
Every business owner wants to have the business of their dreams with lots of cash flow and profitability. However, not every business owner knows what levers to pull in their business to make that happen. Many will say, “I’m not good at managing finances” or “I might fail at managing the finances of my business, so I’m…
We continue to follow the story of the Resnicks and SMS Manufacturing. So now we have the opportunity to help the Resnicks realistically evaluate the value of their business. We will approach the case study from the point of view of a trusted advisor and how we communicate the positives and negatives to business owners….
Every business owner has a big dream for their business and wants to make it happen. The problem is, many business owners may not understand what levers to pull in their business to improve overall profitability. As a business owner or CEO, there are hundreds of decisions (big and small) to be made every day and…
Have you ever stopped and examined your mindset as a business owner and leader? Your mindset impacts all aspects of your company—how you view situations and people and how you approach challenges and opportunities. It is much more nuanced than simply having a positive or negative mindset. Check out these two business owners with dramatically…
We’ve all had the experience of driving down the road and trying to change lanes, only to realize just in time that there was a car in your blind spot. Or maybe you didn’t realize in time and the day ended much more disastrous than expected. Keeping an eye on our blind spots and checking for things we may…
Program produced by XPX Fairfield County and XPX Hartford. Being a CEO or owner can be a lonely role. This is especially true when facing big strategic decisions such as how to take their business to the next level, or when and how to prepare for a future exit. Having access to individuals outside the…
On this inspiring episode of ProfitSense with Bill McDermott, Miles Young of On Time Supplies shared his story of being compelled to create a solution to the problems he saw in the office supply space and the rewards that come from taking a risk. Bronson Lavender, Senior Vice President with Pinnacle Bank, talked about his passion and…
From appliances to sofas, Americans aren’t used to empty shelves or waiting weeks for their purchases. But the pandemic continues to disrupt the supply chain, shuttering factories, creating logjams at ports, and exacerbating a truck driver shortage. This event will bring together regional leaders – L.L. Bean CEO Stephen Smith, Massachusetts Port Authority CEO Lisa…
When I started my company in April 2009, I didn’t know much about business formation or the tax implications. Thank goodness I had a good friend and CPA who sat me down and told me everything I needed to know. If you’re starting a business, a CPA you know and trust is one person that should…
Discussing themes like a growth mindset, listening, quality, and urgency, these three ProfitSense guests highlighted key pieces of their firm’s success in conversations with host Bill McDermott. Amber Lawson, Principal at Aspire Construction & Design, shared her passion for providing one-stop services for her commercial real estate clients. Ken Madren, CEO of PermaTherm, shared his company’s focus…
Are you tired of getting business advice that just doesn’t work? Introducing: The Keys for Business, Money, Marketing, and Profitability Summit ● Find solutions, learn actionable tips and gain the keys to business success for FREE! We’ve hand-selected over 30 industry experts that will provide you with insights into how to take your business…
This has been a challenging year for business owners. I’ve seen it all, your own powerful pivots whilst guiding clients through revenue loss, and their market changes. Navigating your own business in the middle of a LOT of uncertainty, handling an entirely new lifestyle of work and home life. Just wow! Can we just give…
Program Speaker: Jeremy Calvert, CEO and Majority Owner of Vighter, LLC
Owners always want to know what their business is worth, and determining that value depends on a multitude of factors. Join us on Friday, January 21 for a joint meeting between XPX Fairfield and Hartford on what impacts valuation. We will be joined by Nathan Klatt (Managing Director, Rockport Investment Partners) and John DelGrego (Managing Director, Marcum…
Join us on Wednesday, February 9 from 10-10:45am for our next free, virtual edition of our Scaling Skills Speaker Series when Jennifer Montellanico, a seasoned Business Performance Advisor with Insperity, will be talking with us about current strategies to attract and retain top talent. Please feel free to invite others, and we look forward to…
Join new members for a panel discussion on Covid’s impact and networking time.
We, in the tax profession, tend to use acronyms and terms that aren’t always well-known by the masses, and “Carried Interest” is one of those terms. The concept is simple enough; however, its application and incorporation into a strategic tax plan can be quite complex, especially with recent changes in the law. Today, we’ll provide…
Last month, in part 1 of this blog series, we discussed why members of the B2B community need to focus on and embrace an online review strategy for their companies. We also identified some review sites that B2B consumers tend to trust and industry-specific review sites that B2B organizations need to begin using to establish their…
Every business owner wants to have the business of their dreams with lots of cash flow and profitability. However, not every business owner knows what levers to pull in their business to make that happen. Many will say, “I’m not good at managing finances” or “I might fail at managing the finances of my business, so I’m…
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