Beacon would like to extend the opportunity for XPX Philadelphia members or clients to join us for author Denise Logan, The Seller’s Journey: How to Navigate the Emotional Obstacles Involved in Exiting Your Business on Thursday, October 20th from 5-7 PM. The King of Prussia location, link to register, and other information are listed below. All attendees will get…
Program produced by XPX South Florida. Top 10 pitfalls to avoid when selling your business This XPX South Florida program will highlight the top ten most common pitfalls business owners may encounter leading up to and through the sale of their business, from the perspectives of a business owner, broker and sales consultant. We will…
Program produced by XPX San Antonio. Exit Planning Roadmap & Roles of Exit Planning Team Members Exit planning requires a professional advisory team, but “teams” win with a coordinated and focused effort around a common goal. Join us for a discussion of the roles of the planning team members, and how they can best serve…
When Advisors Collide Going through a deal is stressful, and business owners rely on their professional teams to navigate the process. But what happens when those advisors don’t see eye-to-eye? Join our next panel event, “When Advisors Collide” for an interactive discussion on what to do when your clients are receiving conflicting guidance, complete with…
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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