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CFO Consulting Partners LLC 1 week ago

By David DeMuth Manufacturers can’t afford to wait any longer. For two years, CFOs and controllers have managed supply-chain disruptions and labor shortages, as well as surging prices. Typically, these developments could require most manufacturers to raise prices to survive. In Q4 of 2022, there is a looming recession. The generally accepted definition of a…

Ricardo (Dick) Albu of Albu Consulting LLC is a member of XPX Fairfield County
Albu Consulting LLC 2 weeks ago

In their book The Execution Premium, Harvard’s Norton and Kaplan stated that 80% of companies never achieve the full value of their strategy.  That is a frightening statistic.  In our experience, the greatest reason is that short term needs take precedence over long term strategic choices. So, what can leaders do differently to be among…

Cheryl Centeno of XPX Global is a member of XPX
XPX Global 1 month ago

This is the fifth installment of our 2022 exciting, in-depth six-part “Lunch and Learn” series, where our Chapter’s professional advisers will discuss the exit planning strategies to be employed by a model middle market software development company with $50 million in annual revenues. In this fifth session we will explore Restructuring/Reorganizing our fictitious company Medi-Quick,…

Cheryl Centeno of XPX Global is a member of XPX
XPX Global 2 months ago

The state of a company’s financials could make or break its future sale. Balance sheets that don’t balance. “Add-backs” that can’t be justified. Messy financials make for lower business valuation or deals that never happen. That’s why financial sharpening is such a critical part of exit planning. Join us Thursday, Sept 15 from 11am-1pm at…

Ricardo (Dick) Albu of Albu Consulting LLC is a member of XPX Fairfield County
Albu Consulting LLC 2 months ago

Uncertainty…Has inflation peaked? Are we in a recession? Will the federal reserve increase rates?  Will supply chain challenges be resolved?  We have written often about the challenges business leaders face and the impact of uncertainty on strategy management.  Two of our most recent articles on the subject were Strategic Thinking in Turbulent Times, May 2022…

Bill McDermott of The Profitability Coach is a member of XPX Atlanta
The Profitability Coach 3 months ago

Every business owner has a big dream for their company and wants to make it happen. But, when it comes to retiring one day and driving off into the sunset, most business owners don’t know where to start or what to do. They’ve been so busy working in the business, they haven’t stopped to take the time to…

Ricardo (Dick) Albu of Albu Consulting LLC is a member of XPX Fairfield County
Albu Consulting LLC 4 months ago

Make Strategy Happen – Albu Strategy Management (albu-strategymanagement.com) Watching the 150th Open Championship at St. Andrews’ Old Course this year was exciting, particularly watching how players were tested on a very challenging golf course. Each player had his strategy going into the tournament, but to win they needed to execute.  To win, they needed remained…

Bill McDermott of The Profitability Coach is a member of XPX Atlanta
The Profitability Coach 5 months ago

Wrapping up our series on your most googled financial questions, we saved a big one for last: taxes. A word that strikes fear in the hearts and minds of many business owners. But, it doesn’t have to. Every business owner has a big dream for their business and wants to make it happen. However, many business…

CFO Consulting Partners LLC 5 months ago

By Rob Milrod Traditional banks must actively plan for change as the digital divide grows.The marketplace has evolved, and traditional, legacy-driven banks need to follow suit by upgrading technology through partnerships. One in 10 banks are in the process of developing a banking-as-a-service (BaaS) strategy and another 20% are considering one. Why? Embedded finance, which…

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Cheryl Centeno of XPX Global is a member of XPX
XPX Global 1 day ago

Program produced by XPX South Florida. This is XPX South Florida’s final installment of a six-part “Lunch and Learn” series where they explore the exit planning strategies to be employed by a middle market company from the attorney’s perspective. Featured are three seasoned attorneys from South Florida who describe the various obstacles they have overcome…

Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia
Stress Free Family Business 2 days ago

Date: December 2, 2022 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Click Here to Get a Free Ticket: Peter Desberg and Jeffey Davis A clinical psychologist and writer/producer share secrets to overcoming presentation anxiety and crafting the perfect “award-winning” pitch – no matter what industry you work in! From impromptu elevator pitches to…

Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia
Stress Free Family Business 1 week ago

  Date: November 22, 2022 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Click Here Zoom Link: Neil Malhotra Social innovation and social entrepreneurship are rising forces. As the extent of the world’s systemic challenges becomes clear—from climate change to income inequality to food security to healthcare and beyond—more and more of the best…

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