Stakeholder Capitalism: Implications for Exit Planning The Pennsylvania Bar News recently featured an article by XPX Philadelphia Member Sean-Tamba Matthew that explained an emerging shift in the understanding of a business’ role in our economy and how this influences exit planning: In 2019, the Business Roundtable’s Statement on the Purpose of a Corporation shifted away from…
How to Emotionally Prepare Key Stakeholders for a Successful Transition People always have mixed feelings about change. When negative feelings are not surfaced and addressed in a systematic way, they often assert themselves exactly when they stand to do the most damage, at the closing. Thoughtful exit planners do well to find ways to address the needs and…
Program produced by XPX San Antonio. XPX Owner and Advisor Summit Exit Planning and Implementation to Inside Parties During the Pandemic Moderator:John Dini, CMBA, CExP, CEPA – MPN, Inc. Panelist: Steven Bankler, CPA -Steven Bankler CPA, Ltd with client Jeremy Calvert, CEO – Vighter, LLC James Rosenblatt, Attorney – Rosenblatt Law Firm with client Andrew Jett, President…
Learn how to get Global Publicity! Meet 3-time Best Selling author Jill Lublin co-author of “Guerrilla Publicity” click here for a free ticket to speak to Jill: https://www.eventbrite.com/e/meet-3-time-best-seller-jill-lublin-author-of-guerrilla-publicity-tickets-594313115527
I’m having a lot of client dialogue on Cash Balance Plans (CBPs). A CBP is the third sleeve of a Retirement Plan – following the standard 401k and Profit Sharing sleeves of traditional plans. The contribution limits are substantial allowing participants the ability to contribute significant $s pretax and to grow those contributions tax deferred….
Managing Today’s Reality of Excess Inventory: The Domino Effect of Having Out-Dated Software Systems. Not having real time information on the fast-moving products. Not having accurate information of the inventory level in multiple locations. No method of tracking Vendor Reliability of ON-TIME deliveries. What are the Results of Excess Inventory? Late shipments…
Every business needs a strong marketing strategy and plan, but not every business needs a full-time Chief Marketing Officer (CMO). Hiring an outsourced CMO can be the perfect solution for companies needing marketing leadership and business savvy without incurring high-ticket costs. Here are three reasons to consider hiring a fractional CMO for your business. 1. Fractional…
CBIZ Health Care Survey Shows Employers Prioritize Recruiting and Retaining Talent in Hot Job Market Survey also finds employers are prioritizing stemming the rising costs of medical plans and the inclusion of mental healthcare services Business Wire CLEVELAND — March 15, 2023 CBIZ (NYSE: CBZ), a leading national provider of insurance, financial and advisory services,…
Small actions yield tremendous results. SUMMi7 is hosting an event next week for Medium-Sized Business Owners on March 30 in Plano, and you’re invited! If you’re not in the Dallas region and would like to attend, please DM us, and we can explore if a virtual experience is right for you. The topic for this…
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