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…
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, Rockport Investment Partners) and John DelGrego (Managing Director, Marcum…
Join us on Wednesday, February 9 from 10-10:45am for our next free, virtual edition of our Scaling Skills Speaker Series when Jennifer Montellanico, a seasoned Business Performance Advisor with Insperity, will be talking with us about current strategies to attract and retain top talent. Please feel free to invite others, and we look forward to…
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…
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