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Kenny Baer of Baer Wealth is a member of XPX Atlanta

Position Description Client Service Specialist   Overview   Baer Wealth Management (BWM) was originally founded in 2000 as a family-owned and operated, boutique Registered Investment Advisory firm (RIA). Now in its second generation, BWM focuses on providing wealth management services to successful professionals and their families.  As a fiduciary, BWM’s mission is to understand, advise…

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Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia

  Date: November 22, 2022 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Click Here Zoom Link: Neil Malhotra Social innovation and social entrepreneurship are rising forces. As the extent of the world’s systemic challenges becomes clear—from climate change to income inequality to food security to healthcare and beyond—more and more of the best…

By David DeMuth Manufacturers can’t afford to wait any longer. For two years, CFOs and controllers have managed supply-chain disruptions and labor shortages, as well as surging prices. Typically, these developments could require most manufacturers to raise prices to survive. In Q4 of 2022, there is a looming recession. The generally accepted definition of a…

Susan Rosner of Calder Associates is a member of XPX Philadelphia

As of this month, I have been selling businesses for 20 years. In that time, I have learned quite a bit about selling mid-market privately held companies up to $100M in revenue. Sharing everything I have learned would be a book, not an email😊 Here are some key lessons on my mind today. 1. Every business…

Ricardo (Dick) Albu of Albu Consulting LLC is a member of XPX Fairfield County

In their book The Execution Premium, Harvard’s Norton and Kaplan stated that 80% of companies never achieve the full value of their strategy.  That is a frightening statistic.  In our experience, the greatest reason is that short term needs take precedence over long term strategic choices. So, what can leaders do differently to be among…

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