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…
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…
Every business owner envisions a growing business, running smoothly without drama and having massive amounts of cash flow and profits. The problem is that with growth comes increasing complexity. Oftentimes, you need to add people and improve processes. Deciding not to add people and processes can create choke points in our business that cause it to become increasingly inefficient or…
Program produced by XPX Long Island. XPX long island case study part 5: Defining success- what is it you really want from an exit? The owners of HiTech, our case study company, are looking for ways to create additional value in their business in pursuit of a profitable exit. Transforming their operations will be a…
Program produced by XPX Maryland. Strategic Workplace Transition: A Psychological and Tactical Perspective Join us for a deep dive into issues business owners will be navigating as employees return to the office. Laena Capps, Executive Director of HR at Capital Services, and Litsa Williams, Co-Founder at What’s Your Grief, will cover operational and psychological concepts…
Program produced by XPX New York. Managing Employee Risk as Your Company Pivots Back from COVID-19 Businesses now face uncertainty and new risks as they apply the “new rules” developed during COVID-19 of managing employees and operations. We will discuss current challenges and provide practical advice about managing these issues, led by Christopher Santomassimo, an…
Program produced by XPX San Antonio Growing Pains: Guiding Our Clients Through Common Challenges Arising in Established and Expanding Businesses. Our Speaker: Kelly E. Foster, Shareholder – Gardner Law Kelly E. Foster is a Shareholder at Gardner Law, and is Gardner Law’s Business Group Chair. She advises small businesses and start-ups in connection with M&A,…
Program produced by XPX Long Island. Long Island Case Study Part 4: Operations- Scalable Business Models that Maximize Profits The owners of HiTech, our case study company, are looking for ways to create additional value in their business in pursuit of a profitable exit. Transforming their operations will be a key driver of their ability…
Start up and growth cycle: Top 10 most expensive mistakes in forming and operating a business Our Speakers: Steven Bankler, CPA, PFS, Cr.FA, CFF, CGMA – President, Steven Bankler, CPA, Ltd. Steven Bankler started his practice over 43 years ago. His unique firm has only CPAs working on client’s book and records. The firm provides…
Program produced by XPX New York. Recognizing and Responding to Liquidity Challenges As professionals serving the XPX business community, it is critical that you are sensitive to the telltale signs of companies in distress. During this event we will present some of the key symptoms and indicators of a company facing operational, financial, and survival…
Program produced by XPX San Antonio. Year-end Planning from a Human Resources Perspective Our Speaker: John Seybold – SPHR, SHRM-SCP, CCP – Market Manager, San Antonio, Employer Flexible My team and I help executives solve employee related problems. With almost 30 years of HR leadership, I help my clients efficiently manage employee issues, Department of…
Program produced by XPX Chicago. Navigating Business Interruption: Why Change is Necessary This discussion entails how business interruption, whether caused due to a global pandemic or your own company crisis, can be viewed from three different yet connected angles: Leading with Resiliency, Innovation out of Change, and Culture of Employee Engagement. Reflecting on ideas and…
Program produced by XPX Philadelphia. Stepping into the Void: Option for Helping Clients Speaker: Laura Queen When was the last time you heard, “I just need a simple agreement; or a quick review of my balance sheet, or 10 minutes of advice on how to address an employee concern?; only to find that – “simple”…
Program produced by XPX Fairfield County and XPX Hartford. XPX CT Virtual Summit Day 2: Business Value Transfer Moderator: Steven Pappas, Touchstone Advisors Panelists: Capri Brighenti, Miller Farms Tom Heide, Heide & Company Michael Rocheleau, PTA Plastics
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…
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….
“I hate networking, I wish I never had to do it…”… Ever said that to yourself? Or think that thought? All seriousness, do you enjoy the networking you do, or just do it to do it? Time is our most valuable currency, if we don’t like doing something, do we do it anyway, if so,…
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