A Wealth of Learning Opportunities – and Resources – at Your Fingertips
Knowledge is power. Imagine what you could do with 24-hour access to a powerful learning community to help you stay up to date with the latest trends, insights, news, and best practices to share with your valued clients. XPX’s exclusive Knowledge Exchange is the one place where you can exchange knowledge with some of the industry’s most successful professionals with expertise in a wide variety of areas. Here are recent posts from our chapter activities and members:
News & Posts
outsourced CMO services. In short, we become your company’s chief marketing officer and do so virtually and efficiently — saving you time and money. Since 1999, we’ve enjoyed building and boosting brands for a core set of industries. Our thoughtful process, experienced team, and vested interest in our client’s success have positioned us as one of the Mid-Atlantic’s most sought-after marketing partners for those looking to grow their brand awareness and bottom line. Stop paying for digital and traditional services you may not need. Our retainer, no markup model means our recommendations don’t come with any catch or commission. Our advice aligns with what you need and what fits within your budget. For more information, contact us at 410-366-9479 or info@incitecmo.com.
“Opinions are like boats on the sea of knowledge; while they can guide us, it is important to navigate with caution and consider multiple perspectives.” Are you in the process of evaluating or updating your current website? If so, you’ll soon be drowning in stakeholder feedback. When conducting a site evaluation and content review, it’s best to gather stakeholder feedback early in the process and build your solution around an informed, agreed-upon strategy. However, gathering those perspectives can be overwhelming and an administrative nightmare. Fear not. In this article, we will help you navigate the turbulent waters of conducting a What Are the Benefits of Conducting a Website Audit? First, let’s start with a quick overview of why you should conduct a website audit before putting pen to paper or mouse to monitor: 1. Identify and fix technical issues: A website audit helps uncover any technical issues affecting your site’s performance, such as broken links, slow loading times, or mobile responsiveness problems. Addressing these issues can improve the user experience and ensure your site functions at its best. 2. Enhance SEO performance: An evaluation also allows you to identify areas where your site can be optimized for better visibility in search engine results pages (SERPs), such as improving keyword targeting, optimizing meta tags, or enhancing site structure. By optimizing your site for SEO, you can attract more organic traffic and improve your search rankings. 3. Analyze content effectiveness: A website audit helps you evaluate the quality and effectiveness of your website content. You can assess whether your content aligns with your target audience’s needs and preferences, identify gaps or areas for improvement, and ensure consistency across your site. This analysis can help you create a content strategy that resonates with your audience and drives engagement. 4. Assess user experience: In an audit, you can evaluate the site’s navigation, layout, and overall usability to identify any pain points or barriers hindering visitors from engaging with your site. Improving the UX can enhance user satisfaction, increase conversions, and encourage repeat visits. 5. Benchmark against competitors: Another great benefit of a website audit is that it enables you to compare your site’s performance and features against your competitors. You can identify areas where you may be falling behind or where you excel. This benchmarking analysis can help you uncover opportunities for differentiation and improvement to stay ahead in the competitive landscape. By conducting a website audit, you can gain valuable insights into your site’s strengths and weaknesses and take actionable steps to improve its overall performance and user experience. How to Capture and Organize Stakeholder Feedback During a Website Audit? All captains need a logbook. When gathering, managing, and implementing stakeholder feedback, you can use several tools and methods to streamline the process and make your life much easier. Here are a few of our favorites: 1. Hotjar: Google Sheet can be an effective way to organize stakeholder feedback. You can create a column for all the URLs of the website pages being audited. Then, you can add columns for the feedback links with descriptions, the point person responsible for making the change, and due dates. You can also include a column with a drop-down multiple-choice for the status, such as “Active,” “Pending Approval,” or “Live.” This will help you track the progress of each feedback item. 3. Project or Content Management Tools: Various project management tools can help you capture and organize stakeholder feedback. Tools like Wrike, Asana, Google Docs or Microsoft Teams can also capture and organize stakeholder feedback. You can create a shared document or folder where stakeholders can directly provide feedback. This allows real-time collaboration and easy access to all feedback in one centralized location. Your choice of tools and methods will depend on how your team communicates best, your budget, and your current tech stack. Test out a few options first to ensure they will help versus hinder the process. Captaining a website audit has its challenges. But with the right process, people, and tools in place, you’ll be in ship-shape. If you need assistance conducting a website audit or developing your digital marketing strategy, please contact us at outsourced CMO services. In short, we become your company’s chief marketing officer and do so virtually and efficiently — saving you time and money. Since 1999, we’ve enjoyed building and boosting brands for a core set of industries. Our thoughtful process, experienced team, and vested interest in our client’s success have positioned us as one of the Mid-Atlantic’s most sought-after marketing partners for those looking to grow their brand awareness and bottom line. Stop paying for digital and traditional services you may not need. Our retainer, no markup model means our recommendations don’t come with any catch or commission. Our advice aligns with what you need and what fits within your budget. For more information, contact us at 410-366-9479 or info@incitecmo.com.
When a periodic Structured Risk Remediation: With our guidance, clients have successfully identified and prioritized vulnerabilities, moving from reactive stances to proactive strategies that mitigate potential threats and losses. Ensuring Compliance: Our experience has shown that businesses that adhere to comprehensive assessments not only align with industry regulations but also cultivate enhanced trust amongst their stakeholders, customers, and partners. Cost Optimization: We’ve assisted several enterprises in eliminating system redundancies and streamlining their budget allocation, directly leading to significant cost savings. Focused Automation: Leveraging automation insights from our roadmap, our clients have boosted productivity and ensured consistent, high-quality outputs across their operations. Growth Scalability: Through our roadmap, businesses have been able to preemptively address the technological needs of future growth, ensuring seamless scaling and adaptive infrastructures. Technology Modernization: We’ve witnessed clients transforming their operations to stay competitive, integrating modern systems effortlessly with other platforms, yielding a competitive edge in their respective markets. Informed Decision-making: By providing a clear and data-driven roadmap, we’ve empowered clients to make evidence-based decisions, fostering alignment amongst stakeholders. Future-Proofing the Business: Our roadmap has enabled businesses to stay ahead, anticipating emerging technological trends and ensuring their strategies remain relevant amidst rapid changes. In essence, a remediation and investment roadmap crafted from a periodic technology due diligence assessment offers businesses a clear, actionable, and strategic path forward. With our expertise and hands-on involvement, we’ve ensured that organizations are optimally positioned for success in both the immediate and distant future. Those organizations that committed to our technology assessment recommendations have not only become more appealing to investors but have also significantly improved their customer experiences, leading to higher retention rates.
Annapolis, MD – Craig Decker, Managing Director, of Alex.Brown/Decker Global Wealth Group located at 2077 Somerville Road, Suite 320 Annapolis Maryland 21401, was among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online April 4, 2023. Click below to read full press release:
If your business performance is lackluster, take a closer look at how it’s operating. And if you’re a business owner already running your company on EOS® – the Entrepreneurial Operating System — congratulations! You’ve already taken an essential first step toward gaining clarity around your goals and organizing the milestones for how you and your team will achieve them. But where and when does marketing fit into the equation? EOS® plugs marketing strategy into a two-day Vision Building™ Agenda and seven other important topics. That’s a great start, but it only scratches the surface. A comprehensive EOS Model® provides a visual illustration of a six-piece pie chart comprised of the components it deems essential to any business, including: Vision People Data Issues Process Traction Vision Powered by Marketing Strategy & Planning Arguably the foundation for success, and the focus of this article, a company’s vision typically encompasses its core values, purpose, passion, niche, and unique value. It is designed to inspire and motivate employees to work toward a common goal. So…what happens when there’s no clarity around the vision? No focused goal and zero hopes of achieving it. EOS® corrects this by getting everyone in the organization crystal clear about where they’re going and how they’ll get there. But here’s the thing — if you only consider yourselves in this vision, you’re leaving out an essential piece of the picture — your customers. Marketing plays a crucial role in clarifying a company’s vision. Effective marketing is about understanding your target audience and communicating your company’s purpose and values to them in a way that resonates. In other words, your vision needs to align with the needs and desires of your customers. By conducting Positioning Workshop, SWOT analysis, and competitive and industry research, you will unearth existing brand perceptions, gain vital insight to determine if those perceptions will help or hinder your value proposition, and allow you to adjust your vision accordingly. What if, for example, Patagonia’s vision to “Build the best product, cause no unnecessary harm, use business to inspire and implement solutions to the environmental crisis” lacked a sizeable enough target market that cared enough about Mother Earth to pay $299 for a jacket? It would be a company without any customers and any profit. Luckily for Patagonia, the company’s vision seems to resonate with the strategic marketing plan to your operating system, and you’ll get the insight you need to realize your vision. And stay tuned for our upcoming contact Incite Creative. We have over 23 years of marketing expertise and have worked with businesses running on EOS® and welcome the opportunity to partner with EOS Implementers®. outsourced CMO services. In short, we become your company’s chief marketing officer and do so virtually and efficiently — saving you time and money. Since 1999 we’ve had the pleasure of building and boosting brands for a core set of industries. Our thoughtful process, experienced team, and vested interest in our client’s success have positioned us as one of the Mid-Atlantic’s most sought-after marketing partners for those looking to grow their brand awareness and bottom line. Stop paying for digital and traditional services you may not need. Our retainer, no markup model means our recommendations don’t come with any catch or commission. Our advice aligns with what you need and what fits within your budget. For more information, contact us at 410-366-9479 or info@incitecmo.com.
Every business needs a strong Marketing Strategy & Planning Creative Direction Reporting & Analysis 2. Flexibility & Scalability, only an Outsourced CMO can Provide A fractional CMO is highly valuable because it offers flexibility and scalability that a full-time employee arrangement doesn’t provide. With an outsourced option, you can quickly scale up or down as needed depending on your current business circumstances. If you’re facing a hiring or skillset gap, a particularly busy season, or need additional assistance with a new product or service launch, an external CMO can quickly be brought in at short notice — without any long-term commitment from either side. Plus, an external expert won’t get bogged down by day-to-day tasks or administrative issues. Instead, a fractional CMO can address your specific objectives and focus on delivering results. What are typical outsourced CMOs’ hours? An outsourced Chief Marketing Officer will provide an hourly consultative rate or a retainer based on a predetermined number of hours per month that they will dedicate to your business. This number and rate will depend on your objectives, the timeframe to complete them, and the CMO’s level of expertise. That said, while an FTE’s salary is based on a 40-hour work week, outsourced CMOs only charge for the time they are actively engaged in your project. Therefore, a standard monthly contract may be based on 30, 40, or 50 hours per month or more. 3. Fractional CMO Services Provide a High ROI Hiring an outsourced Chief Marketing Officer to lead your business also has several added financial benefits compared to hiring a full-time CMO. Outsourcing eliminates costly recruitment fees, employment taxes, and benefits packages. Plus, since most outsourced professionals charge a monthly retainer that aligns with a pre-set scope of work, you’ll know exactly what you’re getting for your money without worrying about hidden costs or change order fees that weren’t accounted for initially. Chief Marketing Officer salary (50th percentile) in the United States ($342,859 as of February 27, 2023). This adds up to considerable savings — typically 33-50% or more — that could make all the difference between expanding your business operations and struggling to break even. Where can I find a fractional CMO company? Fractional C-Suite executives have become more mainstream over recent years, with outsourced COOs, CFOs, and CTOs leading the way. While some outsourced marketing professionals are a little newer to the scene, Schedule your free 30-minute consultation today. Incite Creative is a marketing advisory firm that provides outsourced CMO services. In short, we become your company’s chief marketing officer and do so virtually and efficiently — saving you time and money. Since 1999 we’ve had the pleasure of building and boosting brands for a core set of industries. Our thoughtful process, experienced team, and vested interest in our client’s success have positioned us as one of the Mid-Atlantic’s most sought-after marketing partners for those looking to grow their brand awareness and bottom line. Stop paying for digital and traditional services you may not need. Our retainer, no markup model means our recommendations don’t come with any catch or commission. The advice we provide aligns with what you need and what fits within your budget. For more information, contact us at 410-366-9479 or info@incitecmo.com.
In the current crazy employee hiring and retaining climate, little things to boost morale and culture can go a long way. That’s why Employee Appreciation Day may be more important in 2023 than ever before.You know your team best. What is it that will feel like a “gift” vs. an obligation to participate because, let’s face…
Yea, a headache that’s a good example. A headache is a symptom, but the problem could be from lack of sleep or food or a myriad of other things. So what do most people do? Grab a couple of Motrin to try to help alleviate the symptom instead of using their brain and asking, “When was the last time I ate. Oh, it was eight hours ago. I betcha, that’s why I have a headache. Maybe I should eat something.” So is ChatGPT a good thing or a bad thing? As you can see, we had some fun writing this article. As for ChatGPT, we think it’s a good thing, but the jury is still out on how much it will help or hinder certain human behaviors, how much reliance people put into it using it as a crutch instead of tapping into their own creativity, how it will be regulated for authenticity, and if it will just push us all further into our devices instead of bringing us closer together. If, however, it’s used to help us be more creative and more productive together without losing everything that makes us human (sense of humor, diverse perspectives, truly, etc.), and our brands stand for something truly unique, I’m all for it. So go. Explore
BLUE RIDGE ESOP ASSOCIATES ACQUIRES CROWE LLP ESOP BUSINESS Crowe Employee Stock Ownership Plan (ESOP) and certain tax-related 401(k) Plan services will transition to Blue Ridge CHICAGO (August 11, 2022) – Blue Ridge ESOP Associates, the nation’s largest independent ESOP administration and recordkeeping firm, announced today that it has acquired the ESOP services and certain tax-related 401(k) services of Crowe LLP, a leading public accounting, consulting and technology firm. Financial terms of the transaction were not disclosed. Following the transaction, significantly all assets and Crowe professionals associated with the Benefit Plan Services (BPS) business will transition to Blue Ridge. “We’re excited to integrate Crowe’s ESOP business and people with Blue Ridge,” said Bill Yoerger, Chief Executive Officer of Blue Ridge. “It’s a great fit for our organization, as the BPS team’s technical expertise and personalized client-centric culture mirrors ours.” “The Crowe ESOP and 401(k) plan administration practice offers true expertise in ESOP and retirement plan services.” said Tom Roback, President of Blue Ridge. “Together we form a powerful combination of thought leadership, high quality, technological innovation and customer service.” Pete Shuler, VP–Senior Consultant at Blue Ridge and a former Crowe partner who transitioned as part of the transaction, added, “We look forward to transitioning the BPS clients to Blue Ridge, where they can expect to receive the same exceptional service to which they’ve become accustomed. Given the nature of our complementary businesses, clients will benefit from the expertise provided by both Blue Ridge and BPS. This is a win for our clients, a win for our people, and a win for both organizations.” About Blue Ridge ESOP Associates Founded in 1988, Blue Ridge ESOP Associates is the largest independent ESOP and 401(k) Third Party Administration and Recordkeeping firm. Blue Ridge provides high quality, technically proficient independent plan administration and repurchase obligation forecasting. Blue Ridge administers over 1,400 ESOP company clients servicing over 500,000 participants along with thousands of 401(k) plans. The Blue Ridge family of companies employs over 165 talented professionals and is headquartered in Charlottesville, Virginia. Crowe LLP is a leading public accounting, consulting and technology firm with offices around the world. Crowe uses its deep industry expertise to provide audit services to public and private entities. The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax, advisory and consulting services. Crowe is recognized by many organizations as one of the best places to work in the U.S. As an independent member of Crowe Global, one of the largest global accounting networks in the world, Crowe serves clients worldwide. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world. # # # Contact: Bill Yoerger, Blue Ridge, +1 434 443 2137, byoerger@BlueRidgeESOP.com Tom Roback, Blue Ridge, +1 434 220 7947, troback@BlueRidgeESOP.com Mark Semer / Sara Widman, Gasthalter & CO, +1 212 257 4170, llcp@gasthalter.com
Video marketing may be the best way to convey member benefits and engage prospective and new members. Running an association or other membership-based organization right now certainly has its challenges. In-person events have taken a significant hit and members are distracted by labor and supply chain shortages, lingering impacts from Covid, inflation, and more. Breaking through long enough to get their attention and convey member benefits and the corresponding value of membership fees can be a tough nut to crack. But the following video marketing tips can help you increase engagement with prospective, new and existing members. Why is video marketing one of the best marketing channels to engage members? In a world with lots of distractions, videos have become a sure-fire way to engage, educate and communicate with members at various stages of their association journey. And as video content creation has become more accessible and cost-effective, video consumption has grown exponentially — 215% since the pandemic. That translates to approximately 19 hours per week that the average consumer watches videos online. Michele Morgan, Executive Director, Vidyard Let’s take dues for example. That’s where prospective members tend to focus when it comes to deciding whether or not to join. If your pricing structure is complicated, an explainer video done by your membership committee will help address any frequently asked questions or hesitations. The same holds true for any significant perks or “best-kept secrets” your organization can better convey in a video. Sharing stories about ways other members have used benefits to their advantage and gotten the most out of their affiliation with your organization will make it easier for members to renew. When they get more value, they have less hesitation in paying that renewal fee. User-Generated Content Videos Create Trust It’s one thing for the leaders of an organization to sing their praises. It’s another when members or fellow peers without direct ties to the organization tout member benefits. Using case studies or member testimonial videos to showcase how other members have leveraged the benefits to their advantage will be reassuring and more believable. Source: Vidyard Warm Welcome Testimonial.to Use Your Videos Everywhere! Once you have a nice repository of videos, or even if you’re creating them one at a time, you’ll enjoy the fact that your efforts are magnified because you can use your videos just about everywhere! Once created, be sure to post them to a dedicated YouTube channel and optimize them. Then you can generate an embed code or a link and share that across your social media platforms, email newsletters, and one-off emails. These Video Marketing Statistics Will Motivate You to Take Action Now If you’re looking for more proof that video marketing is the boost your association needs to increase member engagement, look at the following article from HubSpot entitled, Incite Creative is a marketing advisory firm that works in an outsourced capacity. In short, we become your company’s chief marketing officer (CMO) and do so virtually and efficiently — saving you time and money. Since 1999 we’ve had the pleasure of building and boosting brands for a core set of industries. Our thoughtful process, experienced team, and vested interest in our client’s success have positioned us as one of the Mid-Atlantic’s most sought-after marketing partners for those looking to grow their brand awareness and bottom line. Stop paying for digital and traditional services you may not need. Our retainer, no mark-up model means our recommendations don’t come with any catch or commission. The advice we provide aligns with what you need and what fits within your budget. For more information, contact us at 410-366-9479 or info@incitecmo.com.
A traveler came upon an old woman selling vegetables by the roadside. “Grandmother, what sort of people live in the next town?” asked the stranger. The old woman looked at the traveler. “What were the people like in the town you just came from?” she asked him. “Oh, They were a bad lot. Troublemakers, and lazy too. The most selfish people in the world, not to be trusted. I was happy to have left.” “Well, I’m afraid that you’ll find the same sort in the next town,” said the old woman. Disappointed, the traveler continued on. Sometime later another traveler came from the same direction and stopped to talk to the old woman selling vegetables by the side of the road. “Grandmother, what sort of people live in the next town?” asked the stranger. “What were the people like in the town you just came from?” she asked. “Oh! They were the most wonderful people. Hardworking, honest, and friendly. I’m sorry to have left that town.” “Fear not,” said the wise old woman. “You’ll find the same sort in the next town.” — Dan Kaplan helps leaders overcome communications challenges Subscribe to the Daily 2 Minute Communication Tip: Join our weekly Leadership Communications Program:
April 11, 2022 FOR IMMEDIATE RELEASE Media Contact: Craig Decker, 410.525.6208 www.DeckerGlobalWealth.com XPX MARYLAND MEMBER CRAIG DECKER NAMED TO FORBES’ LIST OF BEST-IN-STATE WEALTH ADVISORS Annapolis, MD – Craig Decker, Managing Director, of Alex. Brown/Decker Global Wealth Group located at 2077 Somerville Road, Suite 320, Annapolis, Maryland 21401 was among the Raymond James-affiliated advisors named to the Forbes list of
Conflict avoidance and mitigation create artificial harmony, and by contrast, teams that are comfortable with “creative conflict” will find that the best ideas emerge from debate. In ourThe 5 Dysfunctions of a Team, defines good conflict as “productive, ideological conflict: passionate, unfiltered debate around the issues of importance to the team.” Teams without trust certainly do have conflict, but the kind of conflict that’s laced with politics, pride, and competition, rather than the pursuit of the best decisions. When people who don’t trust each other engage in passionate debate, they’re trying to win an argument. They’re not listening to each other’s ideas or reconsidering their own point of view. They’re figuring out how to manipulate the conversation to get what they want. Nearly as destructive, some teams avoid conflict and never engage in tough conversations because they don’t want to get uncomfortable. They don’t want to offend, have others feel personal rejection, or feel it themselves. As a leader, you can’t expect to arrive at the best decisions without healthy, creative debate that sometimes gets heated or passionate. According to Lencioni, “If team members are never pushing one another outside their emotional comfort zones during discussions, then it is extremely likely that they’re not making the best decisions for the organization.” Teams that communicate well are capable of engaging in healthy disagreement and constructive conflict. So what can you as a leader do to minimize unhealthy conflict and foster healthy, productive conflict on your team? Establish conflict norms You’re the leader. You drive the culture. Conflict norms are essentially rules of engagement, and they can vary drastically from group to group. When teammates know the rules of engagement, they are more likely to be comfortable speaking their minds and disagreeing about what matters. Some teams don’t have a problem with emotionally charged, loud debate, even if it’s laced with emotion, swearing, or interruption. Some teams prefer to keep things relatively emotion-free, logical, and objective. According to Lencioni, “One thing is certain: having clear norms gives teams a huge advantage when it comes to ensuring the exchange of good ideas.” A measure of judgment is required from you as the leader when setting the tone and ground rules for what healthy debate looks like on your team. Take into account the capabilities and attitudes of your teammates. If you’re unsure how to define these norms, here’s a 30-minute team exercise: Have all team members write down their preferences for acceptable and unacceptable debate, in terms of language, tone, volume, emotional content, expectations of involvement and participation, avoidance of distractions, and timeliness of responses. Have each team member review and explain their preferences with the rest of the team. Discuss collective preferences, paying attention to areas of difference and unacceptable behavior that everyone can commit to. Formally record and distribute your Conflict Norms. This approach is effective because it gives everyone a chance to be heard. Once the team knows the norms, it makes
Contact & Connect
Chapter Events
Gold Sponsors
![Capital Services, Inc.](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/CapitalServices_Logo.png)
![Capital Services, Inc.](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/CapitalServices_Logo.png)
![Capital Services, Inc.](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/CapitalServices_Logo.png)
We have helped thousands of organizations transition successfully through our Mergers & Acquisitions du-diligence process. Our Human Capital division is well known and respected.
Silver Sponsors
![Moore Wealth Inc.](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Moore-Wealth-Inc..png)
![Moore Wealth Inc.](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Moore-Wealth-Inc..png)
![Moore Wealth Inc.](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Moore-Wealth-Inc..png)
A client needs help structuring their business and personal finances to keep the most money in their pocket.
![Kalinoski & Riordan, P.A.](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Kalinoski_Riordan_logo-.png)
![Kalinoski & Riordan, P.A.](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Kalinoski_Riordan_logo-.png)
![Kalinoski & Riordan, P.A.](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Kalinoski_Riordan_logo-.png)
you have an issue involving business or corporate law, tax,estate planning or estate administration, business growth or business succession planning.
![Merrill Lynch](https://www.exitplanningexchange.com/wp-content/uploads/2022/09/image008.png)
![Merrill Lynch](https://www.exitplanningexchange.com/wp-content/uploads/2022/09/image008.png)
![Merrill Lynch](https://www.exitplanningexchange.com/wp-content/uploads/2022/09/image008.png)
Merrill Lynch or Bank of America may be of value or service.
![Davis, Agnor Rapaport & Skalny, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Davis-Agnor-Logo-without-background-and-R-1024x157.png)
![Davis, Agnor Rapaport & Skalny, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Davis-Agnor-Logo-without-background-and-R-1024x157.png)
![Davis, Agnor Rapaport & Skalny, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Davis-Agnor-Logo-without-background-and-R-1024x157.png)
clients need experienced counsel with business succession planning and mergers and acquisitions.
![EGT Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/EGT-logo_FINAL.jpg)
![EGT Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/EGT-logo_FINAL.jpg)
![EGT Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/EGT-logo_FINAL.jpg)
You have a client that has been approached by a buyer or who wants a deeper dive into the exit options. My CFO background also serves clients interested in growing and building business value.
![Your Daily Finances, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/YDF-Logo-101111-FINAL-in-jpeg-format-1024x626.jpg)
![Your Daily Finances, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/YDF-Logo-101111-FINAL-in-jpeg-format-1024x626.jpg)
![Your Daily Finances, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/YDF-Logo-101111-FINAL-in-jpeg-format-1024x626.jpg)
You or a client want to place the accounting and bookkeeping in the hands of a professional you can trust
![Truist Wealth](https://www.exitplanningexchange.com/wp-content/uploads/2022/09/Truist-Logo-2021-1-1024x407.jpg)
![Truist Wealth](https://www.exitplanningexchange.com/wp-content/uploads/2022/09/Truist-Logo-2021-1-1024x407.jpg)
![Truist Wealth](https://www.exitplanningexchange.com/wp-content/uploads/2022/09/Truist-Logo-2021-1-1024x407.jpg)
![Truist Wealth](https://www.exitplanningexchange.com/wp-content/uploads/2022/09/Truist-Logo-2021-1-1024x407.jpg)
![Truist Wealth](https://www.exitplanningexchange.com/wp-content/uploads/2022/09/Truist-Logo-2021-1-1024x407.jpg)
![Truist Wealth](https://www.exitplanningexchange.com/wp-content/uploads/2022/09/Truist-Logo-2021-1-1024x407.jpg)
You or your client needs a wealth management advisor who is a CERTIFIED FINANCIAL PLANNER™ professional who listens and takes time to understand the client’s story as well as their goals and aspirations.
![Evergreen Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/EA_Portrait-1024x494.jpg)
![Evergreen Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/EA_Portrait-1024x494.jpg)
![Evergreen Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/EA_Portrait-1024x494.jpg)
Client has a challenge on the Corporate Finance portion of their business.
![KatzAbosch](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/KatzAbosch_logo-100.jpg)
![KatzAbosch](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/KatzAbosch_logo-100.jpg)
![KatzAbosch](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/KatzAbosch_logo-100.jpg)
You need accounting/tax/valuation exit planning assistance or if your client is looking for a CPA/Consulting firm to assist them.