XPX Chapters
Trust & Estate Planning: How Business Owners Can Keep What They Have Earned
Attendees mingle and network prior to meeting presented by Gordon Stone and Melissa Milich with Kozusko Harris Duncan.
Gordon Stone and Melissa Milich with Kozusko Harris Duncan lead a discussion covering both fundamental and advanced US income and estate planning strategies for our business owner clients.
Attendees listen attentively to discussion on What Owners’ Need to Know About Business Improvement, Growth, and Value Creation.
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Planning an optimal business sale requires careful consideration and understanding of various sale options and structures, as well as a thorough understanding of the sales’s effect on the business owner’s personal financial planning. Many owners leave money on the table during a sale while they stay focused on growing their business or finding the right…
During COVID-19 we experienced inventory shortages and the ships lined up waiting to get into the ports. • Today’s new reality is having excess inventory and shortages. • E-commerce created a new reality. Instead of shipping containers to customers individual products are being picked at the warehouse and shipped to the consumers. • High returns of merchandise…
Methodology to Avoid Business Disruptions A business requirements study is conducted before the software implementation begins. The legacy software database is transferred to the test environment and verified daily for accuracy. Once test-environment data is verified for accuracy the step below will be taken. End users are trained in the test environment that has…
The Steps Below Should be Taken to Prevent the Need for Running Parallel Software Before the project starts, a business requirements study should be conducted. At each day end, the data should be transferred to the new software test environment. Transferred data should be verified on daily basis for accuracy. This data verification eliminates the…
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 will result in production disruption. Order cancellations…
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…
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Chapter Events
Tri-State Gold Sponsors
Tri-State Silver Sponsors
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.
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
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.
Gold Sponsors
You need your Business Insurance quoted whether it's for a new venture or to reducing overhead expenses.
Certified Strategy Planner - call me when you need a strategic plan to win in your market and get the results you desire.
You have questions about ESOPs or clients who may be interested in learning whether an ESOP may be an appropriate strategy to address their planning needs.
A Company Healthy or Stressed wishes to Sell or Mergeneeds new financing Senior and below.
Silver Sponsors
You need your Business Insurance quoted whether it's for a new venture or to reducing overhead expenses.
Certified Strategy Planner - call me when you need a strategic plan to win in your market and get the results you desire.
You have questions about ESOPs or clients who may be interested in learning whether an ESOP may be an appropriate strategy to address their planning needs.
A Company Healthy or Stressed wishes to Sell or Mergeneeds new financing Senior and below.
Bronze Bronze Sponsors
You need your Business Insurance quoted whether it's for a new venture or to reducing overhead expenses.
Certified Strategy Planner - call me when you need a strategic plan to win in your market and get the results you desire.
You have questions about ESOPs or clients who may be interested in learning whether an ESOP may be an appropriate strategy to address their planning needs.
A Company Healthy or Stressed wishes to Sell or Mergeneeds new financing Senior and below.