Program produced by XPX Triangle. This presentation reviews strategies and options for raising capital for business expansion and exit planning. Our Speakers: Kenneth MarksManaging PartnerHigh Rock Partners, Inc. Kenneth Marks is an entrepreneur and expert in mergers, acquisitions and financing of emerging growth and middle market companies. He is the Founder and Managing Partner of…
USI Employee Benefits Outlook 2022 After navigating many new challenges brought on by the pandemic, employers are focusing on benefits programs that are modern, tech-enabled and inclusive, and that holistically support their employees’ health. Watch this video to learn about three significant benefits trends impacting employers in 2022.
Bobby Kingsbury will share thoughts surrounding include private equity group (PEG) structure for leveraged buyouts, how PEGs select investments, how they value businesses, the LBO model, and what MCM calls, “Three Legs to a Stool”: understanding the company -business model, how they make money, growth opportunities, risks & weaknesses understanding management — culture, “the bench”,…
USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. Headquartered in Valhalla, New York, USI connects together over 8,000 industry leading professionals across approximately 200 offices…
When Jayson Waller says he’s fully invested in his solar company, Powerhome, he means it. In 2017, when the business was running low on capital, he downsized to a smaller home and invested the profits into the company. A few months later, Waller partnered with Trivest Partners, which bought a 25% stake in Powerhome for $15 million. Trivest…
I have a highly intelligent and successful ‘left brained’ colleague and friend who ‘gets it’ when it comes to understanding that data and fact sheets do not communicate meaning. This software developer, entrepreneur, certified project management professional, author, award-winning speaker and CIO of a medical practice knows that all the data in the world will…
Hello, I am pleased to share some exciting news — earlier this month, my colleague, Danielle Friedman, and I (Herb Fineburg) published an article titled “The Benefits of Revocable Trusts in Estate Planning” in the Spring 2023 issue of the Pennsylvania CPA Journal for The Pennsylvania Institute of Certified Public Accountants (PICPA). As revocable trusts become increasingly common in…
Date: March 31, 2023 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Click here for Free Ticket: Jackie Insinger This is a book about brilliance. Brilliance in all aspects of our experience as leaders: our relationships, our talent, our performance, our outlook. Brilliance in our work, which is amplified…
Program produced by XPX Atlanta. We set the stage in January, emphasizing an understanding of what a buyer looks for. Last month, we talked about helping owners shift their role, preparing for life after and a business without them. In March, let’s talk about creating a well-oiled machine that immediately leads to growth for the…
How to increase your EBITDA in Manufacturing; You have tried all cost cutting measures on your shop floor and still not where you want to be? After all initiatives taken, you feel that manufacturing floor looks and feels more chaotic than ever? Here is why it might be so: Every company at their very early…
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…
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