Benchmarking benefits plans during a M&A acquisition in the middle market can provide several advantages, including: Identify cost savings opportunities: By comparing benefits plans with industry benchmarks, it is possible to identify cost savings opportunities that can help optimize benefit plans and reduce overall costs. Ensure competitive benefits: Benchmarking can help ensure that the benefits…
Program produced by XPX Fairfield County and XPX Hartford. 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,…
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….
Watch and listen to BCAT Partners Managing Partner explain how you define and change organizational culture!
Program produced by XPX Charlotte. All businesses have strengths and weaknesses, however certain weaknesses ding a company’s value more than others. In this session: You’ll learn how buyers weight strengths and weaknesses to better assess how they will value a business. You’ll better understand how to prioritize strategic initiatives based on how each impact perception…
Program produced by XPX New England.Structuring & Strategies for increasing shareholder valueIn this XPX session, our panel of experts will walk through a set of case studies showcasing a series of tools to increase shareholder value.The case studies will provide insight from CEO, Investor and Advisor perspectives highlighting the growth of a formerly family owned…
Intangibles and Corporate Value This program continues our two-part discussion about shifts in business and economics and how they affect our clients. In this Part 2 of the discussion, we’ll have a panel discussion about the rise of intangibles: The two trends that have led to the dominance of intangibles in business How intangibles influence…
Program produced by XPX New York. The Power of Culture and its Impact on Business Valuations Businesses are challenged now more than any time in history. This session will focus on how a dynamic business culture supports and sustains growth, enhancing business valuations.Our Speaker:Rochelle LisnerFounderDynamic Business GrowthRochelle Lisner, through her firm Dynamic Business Growth, works with companies…
Produced by XPX New Jersey With public equity markets continuing to rise, many of us are curious if the private market valuations should rise as well. Too many owners are struggling and questioning their future and with that are considering an exit. But will their valuations justify an exit? What is the current read on…
Program produced by XPX Philadelphia. Small and Micro Business Valuation Under Covid-19 Cover ways to calculate micro and small business value during times of increased risk and uncertainty. Covid-19’s effects on the economy has magnified risk and uncertainty for small business – making the job of valuators more difficult. The program will dive into problematic…
Program produced by XPX San Antonio. XPX San Antonio Owner and Advisor Summit Valuations & Financing Problems During the Pandemic Moderator: Carolyn Smith, Chartered Advisor in Philanthropy, Senior Partner – C3Financial Panelist: Kim Ford, CPA – theKFORDgroup Jim Park, ASA – Munroe, Park, & Johnson, Inc. Robert Potter, Executive Vice President, Lone Star Capital Bank Tim Ramon,…
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…
Don’t be surprised if no one is answering the phones at Brody and Associates on June 19th. The number of private employers offering Juneteenth as a paid holiday continues to grow and has jumped significantly over the last three years. Last year, nearly one-third of all private employers gave their employees a paid day off. This…
Date: June 2, 2023 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Click here for free ticket: Robert Jordan How is it that some leaders win brilliantly and repeatedly, while others struggle to reach their full potential? Over a decade, Robert Jordan and Olivia Wagner set out to answer this question, interviewing thousands of…
Last week, the NLRB’s decision in Noah’s Ark Processors, LLC (“Noah”) held that repeat offenders of the NLRA could be subject to extraordinary remedies. The Board went on to detail when such remedies were appropriate, and outlined the types of actions violators could expect to be subject to if they have undertaken egregious misconduct or “have shown…
Methodology to Avoid Business Disruptions A business requirements study is conducted before the software implementation begins. The legacy software database is transferred to the test environment and verified daily for accuracy. Once test-environment data is verified for accuracy the step below will be taken. End users are trained in the test environment that has…
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