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
When considering religious accommodation, employers have enjoyed great latitude with accepting or rejecting requested religious accommodations. This was thanks in large part to the Supreme Court’s 1977 ruling in Trans World Airlines, Inc. v. Hardison, which held an employer need only show it would bear more than a “de minimis” cost/effort to demonstrate that a religious…
By Tim Jung As CFO, you have 60 months before the private equity firm sells your company again. And the newly installed CEO doesn’t like the company’s reports. Maybe the reporting isn’t timely or lacks the right numbers. Maybe it doesn’t tell a story from the progress that has been made, how you’re going to…
There is significant evidence that supply chains have “normalized.” Delivery times are fast and overall demand is low. Many companies are now looking at “longer-term” supply chain planning and changes. Some of these changes include multi-sourcing and digitizing supply chain operations. Geopolitical events and resulting tariffs/sanctions could quickly change the supply chain landscape, however, so…
By: Robert G. Brody When considering religious accommodation, employers have enjoyed great latitude with accepting or rejecting requested religious accommodations. This was thanks in large part to the Supreme Court’s 1977 ruling in Trans World Airlines, Inc. v. Hardison, which held an employer need only show it would bear more than a “de minimis” cost/effort…
By Eric Segal The banking landscape has consolidated in the last three years. Maybe it was runaway inflation that caused cost-cutting branch closings. Or it was bigger banks gobbling smaller banks for quick market share. And let’s not forget the industry’s ongoing march toward digital transformation, which grabs more traction each month. Whatever the cause,…
By Chris Delaney When it comes to managing their business, manufacturers need much more than historical financials to project their future revenue, profitability and liquidity. Historic numbers simply capture what has happened in the past—but traditionally do a poor job predicting where a company will be in the near (3-6 months) or distant future (1-2…
By Tim Jung A private equity firm just bought your promising firm with high hopes. You estimate that the company will be sold again for a much higher margin within 60 months. But your finance team has trouble closing the books in a timely manner. So, what does the company’s financial picture look like? You…
Later today, the United States Supreme Court is set to hear opening remarks in a former postal worker’s claim of religious discrimination against the U.S. Postal Service (the “USPS”) after he was repeatedly disciplined for refusing to work on Sundays. Once again, this Supreme Court is considering overturning decades of precedent. If successful, the ruling could…
Expense Reduction Analysts (ERA) are looking at numerous ways to help companies save money and improve processes in an inflationary environment. One of ERA’s most successful verticals in assisting companies with their freight costs. Need: Business leaders are looking at unique ways to combat inflation and reduce freight costs. Solution: ERA’s freight specialists put forward 10 unique…
By Paul Karr There is a common misconception that accounting policy is something that controllers can do in their spare time. Midsize firms especially can fall into the same trap: We’ve always had a small team, and everyone has to complete a lot of work, and we can’t afford another resource. Your controller already has…
By Robert G. Brody and Luis A. Torres We previously reported on the Federal Trade Commission’s (FTC) proposed rule that would effectively ban most noncompete agreements in the workplace. However, the FTC’s proposed rule has one major exception: Franchisees. The proposed rule states that the term “worker” does not include a franchisee in the…
By Robert G. Brody and Mark J. Taglia April 24, 2023 Last week, the NLRB’s decision in Noah’s Ark Processors, LLC (“Noah”) held that repeat offenders of the NLRA could be subject to extraordinary remedies. The Board went on to detail when such remedies were appropriate, and outlined the types of actions violators could expect to…
By Allan Tepper Often, parties interested in making a purchase are serial buyers, hence their advantage. But for midsize sellers, this will probably be the one and only time they sell. Sellers spend the better part of their lives building a company so they can now cash out and ride into the sunset. Unfortunately, mergers…
Don’t be surprised if no one is answering the phones at Brody and Associates on June 19th. The number of private employers offering Juneteenth as a paid holiday continues to grow and has jumped significantly over the last three years. Last year, nearly one-third of all private employers gave their employees a paid day off. This…
Last week, the NLRB’s decision in Noah’s Ark Processors, LLC (“Noah”) held that repeat offenders of the NLRA could be subject to extraordinary remedies. The Board went on to detail when such remedies were appropriate, and outlined the types of actions violators could expect to be subject to if they have undertaken egregious misconduct or “have shown…
By Robert G. Brody and Mark J. Taglia March 17, 2023 Last week, the U.S. Equal Employment Opportunity Commission (the “EEOC”), filed a disability bias lawsuit against Papa John’s International Inc. (“Papa John’s”) for firing a blind worker who needed the use of a guide dog to get to and from work (Equal…
The Department of Justice (DOJ) is attacking no-poach hiring agreements, a trend that could have a lasting impact on how companies solicit/secure employees. This trend started in 2016, when they issued guidelines on how to avoid antitrust violations based on the illegal use of no-poach agreements. The guidance noted that the DOJ could pursue criminal investigations,…
March 31, 2023 By Robert G. Brody and Mark J. Taglia Late last week, Michigan’s Governor, Gretchen Whitmer, made history when she signed legislation repealing Michigan’s right-to-work law for private-sector employees. The legislation moved swiftly through both Michigan’s Democrat-controlled House of Representatives and Senate and was approved down party lines before quickly being signed…
By Robert G. Brody and Mark J. Taglia March 10, 2023 On Thursday, March 9th, President Biden submitted his proposed fiscal year 2024 budget request to Congress. In it he seeks a $1.5 billion increase to the U.S. Department of Labor Budget. Most of this increase would support the President’s paid family and medical…
How to increase your EBITDA in Manufacturing; You have tried all cost cutting measures on your shop floor and still not where you want to be? After all initiatives taken, you feel that manufacturing floor looks and feels more chaotic than ever? Here is why it might be so: Every company at their very early…
By Robert G. Brody and Mark J. Taglia January 20, 2023 Last week the Federal Trade Commission (the “FTC”) proposed a rule banning companies from requiring workers to sign noncompete agreements. Currently, there are about 30 million workers (roughly 18% of the U.S. workforce) who are subject to such agreements. The FTC proposal would apply…
Aging Property Owners with Passive Income Needs for Retirement At Safe Harbor Asset Management, we frequently receive inquiries from investors considered real estate-rich and cash-poor, who have locked up most of their wealth in assets like real estate that are difficult to convert into cash. Read More: https://blog.investsafeharbor.com/blog/case-study-real-estate-rich-cash-poor
Learn how you can use 1031 exchanges and DSTs to your advantage by Downloading my FREE Brochure. Read About: What a 1031 exchange is and an overview of the basic steps Essential rules and timeline to follow in a 1031 exchange The expected net proceeds of selling a property vs using a 1031 exchange The…
Good morning Jack, Sometimes you have good conversations but not too many are great ones. I thoroughly enjoyed yesterday’s call and it is unusual to find someone who has a track record and the competence that you display as it relates to your practice. Please let me know how you would like to proceed as…
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…
Contact & Connect
Chapter Events
Tri-State Platinum Sponsors



Tri-State Silver Sponsors
Tri-State Bronze Sponsors



When considering business succession issues, retirement and when a business owner wants to take some chips off the table. When deciding when and how to incentive key employees



Buy or sell-side due diligence is needed. You need a part-time or interim CFO.The CFO needs to improve accounting operationsThe company needs a new accounting system.



Business owners need to prepare their financial, operational and technical systems for a sale and when buyers have identified an acquisition target for diligence.



You need a professional to discuss your business ownership exit planning options.