Annapolis, MD – Craig Decker, Managing Director, of Alex.Brown/Decker Global Wealth Group located at 2077 Somerville Road, Suite 320 Annapolis Maryland 21401, was among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online April 4, 2023. Click…
How to Invest in Chaotic Times! Meet star financial planner Shinobu Hindert author of “Investing In Your Super Power” click here to meet and speak with the author: https://www.eventbrite.com/e/where-to-invest-shinobu-hindert-author-of-investing-in-your-super-power-tickets-615607407327
RSG is excited to announce our new workshop titled “Professionalizing the Family Business,” which is initially available to MA-based family businesses. Generous state funding is available since our workshop is approved through the MA Workforce Training Fund – specifically the Express Program. If you have existing MA clients or others in your network that might…
When a new leader takes the helm, their decisions and maneuvers can cause a ripple effect that can be felt throughout your organization – especially regarding technological infrastructure. Even the most minute change can affect the delicate balance of technology within your organization and impact your control environment. During a leadership transition, CFOs have an…
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…
Program produced by XPX South Florida. Join XPX South Florida for the fourth installment of our 2022 exciting, in-depth seven-part “Lunch and Learn” series, where our Chapter’s professional advisers will discuss the exit planning strategies to be employed by a model middle market software development company with $50 million in annual revenues. In this fourth…
As a business owner, you’ve spent years building and ensuring your company’s success. For most, it came at the cost of sacrificing time away from family, experiencing financial burdens to cover operations, and enduring the emotional toll it takes is dedication. Given what it took, it must hurt when you find out you have a…
April 11, 2022 FOR IMMEDIATE RELEASE Media Contact: Craig Decker, 410.525.6208 www.DeckerGlobalWealth.com XPX MARYLAND MEMBER CRAIG DECKER NAMED TO FORBES’ LIST OF BEST-IN-STATE WEALTH ADVISORS Annapolis, MD – Craig Decker, Managing Director, of Alex. Brown/Decker Global Wealth Group located at 2077 Somerville Road, Suite 320, Annapolis, Maryland 21401 was among the Raymond…
Many small business owners haven’t taken the time to decide how to exit their business. Let alone, have they decided what to do in case of an emergent, unplanned exit. Exit planning for small business owners can be challenging and a bit scary, so let’s take some of the mystery out of it. Warning: this…
As advisors we bring many skills to the table, one of them being the calmest one in the room. But how do you cultivate and maintain calm when the stakes are extremely high and our clients are having a difficult time emotionally. Here are some quick reminders that can support you in the toughest of…
Program produced by XPX Philadelphia. The mission of XPX is to collaborate to help our private company clients build business value, transfer ownership, and create a legacy of success in their lives and their communities. This collaboration is more critical than ever as we navigate through a business environment impacted by a myriad of issues…
Written by Greg Romero – February 11, 2022 As I look back at 2020 and 2021, one thing that really stands out is the sheer scale of uncertainty that family business (and other) leaders faced through the pandemic. In this environment, leaders went to extraordinary lengths to adapt their businesses in reaction to a myriad…
Three Keys to Succession Planning for a Family-Owned Business Written by Live Oak Bank We strongly believe in the power of succession planning for any small business, but it’s especially important if the entity is family-owned. When multiple generations are involved in the business, there is an added layer of emotional stress that can sometimes…
Conducting an executive search for a CEO for a closely held or family-owned company where the owner(s) don’t have a successor-candidate already working for the company can contribute to challenges for any search consultant no matter how qualified.transition One of the principal challenges involves a discussion on owner(s) transitions. It’s understandable for an owner to…
2021 Five Star Wealth Manager Program I credit 10 years of Five Star Wealth Manager Awards to my loyal clients and my dedicated business colleagues. Your continued business and considerate referrals have allowed me to provide the highest quality financial planning experience and tend to the wealth and well-being of my clients. Would you like…
FIREPOWER, with Maria C. Forbes, is a hands-on strategic workforce partner, helping leaders of privately held companies to attract, engage, and keep their best talent. Small business leaders don’t know how to explain what their best talent looks like, and since they can’t define it, they can’t plan for more of it! This is crucial information…
Tax deferral options on the sale of business or property is always an important consideration. Structured Installment Sales allow the Seller the opportunity to defer immediate tax obligation by placing any portion of their sale into an IRC Section 453 Structured Installment Sale. The opportunity to spread tax liabilities and maximize financial returns is remarkable…
The decisions employers make regarding their benefits offerings during this period of economic uncertainty will likely have lasting impacts on their finances, their employees’ expectations, and their ability to attract and retain talent — all of which can affect the organization’s overall health. To ensure continued success, employers should critically evaluate each and every area…
Date: June 9, 2023 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Click here for free Zoom Link: Dr. John White In Why It Matters, John A. White draws on a wealth of expertise acquired across his six-decade career as a corporate leader, chancellor, dean, educator, engineer, and consultant to create a thorough and…
By Allan Tepper Often, parties interested in making a purchase are serial buyers, hence their advantage. But for midsize sellers, this will probably be the one and only time they sell. Sellers spend the better part of their lives building a company so they can now cash out and ride into the sunset. Unfortunately, mergers…
Entrepreneurial leaders do a lot of things well, but hiring the right people, aligning talent for top performance and optimizing collaboration is not where they want to spend their time. It’s not why they went into business and they are unfamiliar with the impact of talent on their growth and succession goals. They don’t understand…
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