How Shareholder Primacy has Broken Business! Meet Ed Chambliss author “A One-Legged Stool” Click here to participate in Friday’s The Best Business Minds and talk to Ed: https://www.eventbrite.com/e/are-shareholders-most-important-ed-chambliss-author-a-one-legged-stool-tickets-490972831957
Do we have a recession now – or will we have a recession soon? It is not certain, but very likely to happen in the coming months. The R word is scary and it starts changes in economic behavior. Recessions are a normal part of the business cycle, painful but necessary. Let’s think about the…
Donna Beatty, Tax Partner with Frazier & Deeter, and Robert Stephens, Managing Partner of CFO Navigator, were Bill McDermott’s guests on this episode of Profit Sense with Bill McDermott. Donna provided timely advice about taxes, new laws, and advice for business owners. Robert Stephens talked about how he helps businesses as a financial guide, how he speaks…
What current volatility means for selling a business and how we should be advising our clients. Program produced by XPX Atlanta. Taxes, War, Elections, Inflation, $5+ Gas, Supply Issues, The Great Resignation – what is investor appetite like in these volatile times and likely to be over the next few years? For our July XPX…
I have created a campaign to support feeding Ukraine’s Refugee’s through the World Central Kitchen (WCK). I wish to express my solidarity with the people of Ukraine and especially my friends and colleagues. To stand with them and offer support in whatever way I can in their time of need. Having access to food and…
Program produced by XPX Atlanta. Supply chain issues often impact small and businesses more deeply due to less purchasing power, less financing access and fewer options. Hear from a supply chain expert and a distribution-focused business owner on how these issues impact them, and solutions to better leverage resources that do exist. Keep up to…
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,…
How companies are combating Supply Chain disruptions, adapting to new role in overall operating expenses. Our Speaker: R.J. RomanoBDOManaging DirectorOperational Value Creation & Supply Chain Advisory Practice Leader RJ has 20 years of experience in supply chain/logistics working with manufacturers, distributors, trucking companies, and third-party logistics companies. Prior to consulting, RJ worked in Distribution in…
There are potential changes to the tax code on the horizon. This lunch and learn will address certain tax planning strategies that we should be considering for our respective clients. With year-end approaching, what actions should we be taking now? We are excited to have tax professionals from KRD CPAs and Sassetti leading the discussion…
It’s the top client question of the quarter but how do you answer it? What do your clients need to know about changes in tax law wrapping up 2021 and heading into the new year? Sign up today to hear from a wonderful line of experts at our next virtual event, “Tax Bill Changes- What…
Is inflation on the horizon? Are there any red flags in the economy? How does this impact our clients’ businesses? Join us on October 1st and hear first hand from a senior investment strategist who worked at the Federal Reserve Bank of New York. Roosevelt Bowman with Bernstein Private Wealth Management helps business owners across…
The business community was dealt unprecedented challenges brought on by the pandemic, creating massive disruptions in everything from supply chains, to employment, technology and valuations. Join us as we hear from local experts on the M&A outlook for the rest of the year and into 2022. Meet Our Speakers: Deborah Agrafojo M&A AdvisorTouchstone Advisors Deborah…
Program produced by XPX Maryland. 2021 Economic Outlook Please join us as Leo Kelly, CEO of Verdence Capital Advisors, discusses the Economic Outlook for 2021 and beyond. With the election behind us and the introduction of COVID-19 vaccines, Leo offers insight into this highly dynamic, nontraditional and politically uncertain environment. Our Speaker: Leo Kelly, Founder…
Program produced by XPX New York. What does Covid-19 Mean for Valuation in your Community Heading into 2021? Using data from multiple resources, our guest speaker, Sean Hutchinson, addresses the potential for one of the biggest economic disruptions in history and makes the case that cities are standing on what he refer to as a…
Program produced by XPX Atlanta. 2020 Wrap-up and Preparing for 2021 The Economy, Stress, and your Brand / Messaging. A non-political update on the economy, expert advice on business owner stress and best practices on messaging for 2021 realities. How to prepare your practice and guide your clients. Join Moderator Roxann S. Smithers; panelists Jeff…
It’s midnight. Your recycling bin is overflowing with rejected resumes. Your eyes can barely focus on the letters in front of you — and you have this uneasy feeling that you are about to invest in another candidate who just isn’t going to work out. This has been a vicious cycle over the past several…
“I should demote myself!” joked the head of sales. “It looks like I am better at selling than at managing a sales team.” We were looking at his team’s individual sales numbers. He was selling more when he was a regular salesperson than his whole team today. We too often promote the wrong person into…
Effective March 12, 2024, New York Labor Law prohibits employers from requiring employees and job applicants to provide information about their personal accounts. If you think this sounds familiar, you are right. This idea has been in place in various states for years; now New York is joining in! Under the new legislation, “personal accounts”…
Unlocking Retirement Savings to Fund a New Business Many people have dreams of starting a business but lack the capital or funding needed to launch their new business ideas. It’s true: It costs money to start a business. The US Small Business Administration (SBA) says that how to fund a business is one of the…
In order for your family business to outlive its founder, careful succession planning is a must. That means finding the most frictionless way to pass both leadership and ownership from one generation to the next. While some family business dynamics lend themselves to smooth and simple succession, others hit bumps in the road. One of…
Accurate Asset Assessment for Fair Distribution: When planning an estate, one of the primary concerns is ensuring a fair and equitable distribution of assets among beneficiaries. A professional valuation provides an accurate and unbiased assessment of the true value of all assets, including real estate, investments, businesses, and personal property. This is essential to avoid disputes…
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