Private equity

By Jeffrey Appleman Manufacturers are focused on sales—not cost or profit. If they were keen on net income, manufacturers would know one key data point: contribution margin. Once you know it, the possibilities are endless for growth, sustainability and efficiency. In effect, a contribution margin is the percentage of revenue that remains after you pay…

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…

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…

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“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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