www.kmco.com Open in urlscan Pro
170.187.163.56  Public Scan

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Submission: On January 04 via manual from MX — Scanned from DE

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Text Content

 * Center for Private Company Excellence
 * Client Access
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 * Services
   * Advisory Services
     * Business Valuation
     * M&A/ Transaction Advisory Services
     * Transition/Exit Planning
     * ESOPs
     * Technology Solutions
     * Retained Executive Search
     * Talent Advisory
     * View All Advisory Services
   * Audit & Accounting Services
     * Owner Operated Private Companies
     * Family-Owned Businesses
     * Private Equity-Backed Companies
     * Employee Benefit Plans
     * ESOPs
     * Small Business Advisory
     * View All Audit & Accounting Services
   * Tax Services
     * Business Tax
     * State and Local Tax Services
     * ESOPs
     * Small Business Advisory
     * Individual Tax
     * Estates, Trusts, & Gifts
     * International Tax
     * View All Tax Services
   * Outsourced Accounting & Finance Services
   * View All Services
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   * Manufacturing & Distribution
   * Construction
   * Real Estate
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   * Architecture & Engineering
   * Professional Services
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   * Not-for-Profit
   * Media Services
   * View All Industries
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   * View All Careers
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CENTER FOR PRIVATE COMPANY EXCELLENCE

Welcome to Kreischer Miller’s Center for Private Company Excellence. For private
companies, it’s not just business… it’s personal.




A COMMUNITY FOR THE GROWTH AND PROSPERITY OF PRIVATE COMPANIES

The Center for Private Company Excellence is a community—live and
virtual—created by Kreischer Miller exclusively for privately-held companies.

We recognize that private companies are different. You face unique challenges in
building your business and you have a distinct point of view. For instance:

 * You think and plan for the long term, as opposed to the quarterly profit.
 * You make more prudent and conservative decisions because your own capital can
   be at risk.
 * Access to capital is limited and expensive, which can require significant
   reinvestment of your capital in order for the company to stay on solid
   financial footing.
 * You may be facing challenges from global competitors who are often much
   larger.
 * Shareholders often have their wealth concentrated in their stock.
 * Family-owned businesses have an additional layer of complexity in managing
   family dynamics, ownership, and compensation.
 * Taxation is burdensome on income as well as the value created in the company.
 * You may be facing significant succession and transfer issues as ownership and
   leadership are transferred to the next generation.

The Center for Private Company Excellence provides a forum for business owners
to interact and network with peers as well as gain access to knowledgeable
experts who provide valuable information, tools, and resources to help you
navigate these challenges and build your business.


GUIDANCE, TOOLS, AND SUPPORT EXCLUSIVELY FOR PRIVATE COMPANIES

As a private company owner, it can be difficult to find resources that address
your specific needs. So much of the business world and mainstream media are
focused on the issues affecting large public companies. But for private
companies, while the standard business goal to grow your business profitably
exists, individual goals of improving your life and having more control are
often just as critical.

The mission of Kreischer Miller’s Center for Private Company Excellence is to
provide advice and guidance to private companies, helping to improve both their
companies and lives. Throughout our more than 45 year history, we’ve worked with
hundreds of private companies, enabling us to create a community in which
private companies can network and learn from each other.

Our vision is to provide members of the Center the tools, guidance, and support
they need to grow their businesses and enrich their lives.


CPCE HUBS: RESOURCES FOR EACH STAGE OF YOUR PRIVATE COMPANY’S LIFECYCLE

All businesses go through a lifecycle. But private companies and family
businesses face unique challenges and decisions at each
stage. From organizing the business, to managing it to maximize profitability
and growth, to determining an exit strategy, while efficiently managing
taxes throughout, you are faced with a multitude of decisions. We provide you
with tools, resources, and support from peers to help you make more informed
decisions at each stage in your company’s lifecycle.

Governance & Leadership
Family Business Structure
Business Strategy
Growth & Performance
Finance & Valuation
Tax Strategy
Succession
Transfer & Exit




GOVERNANCE & LEADERSHIP

 * Setting up an advisory board
 * Setting up a fiduciary board
 * Private board structure and governance
 * Private board member compensation
 * Getting the most from your board
 * The role of compensation committees in private boards

Governance & Leadership Insights




FAMILY BUSINESS STRUCTURE

 * Family business governance structures
 * Preparing the next generation for leadership
 * Family compensation and ownership
 * Valuation of family businesses
 * Buy-sell agreements
 * Compensating and retaining non-family executives
 * Preparing the current generation for retirement or exit
 * Structuring and financing family transfers
 * Estate planning structures

Family Business Structure Insights




BUSINESS STRATEGY

 * Strategy
 * Market position
 * Long-range planning
 * Business segment review
 * Pricing
 * Growth strategies and planning
 * Financing and planning for growth
 * Acquisition strategies

Business Strategy Insights




GROWTH & PERFORMANCE

 * Benchmarks, key performance indicators, and dashboards
 * Business process excellence
 * Maximizing returns on people and technology
 * Waste reduction and time management
 * Change management strategies
 * Effective risk management

Growth & Performance Insights




FINANCE & VALUATION

 * Business value creation
 * Leverage analysis
 * Financial ratios and benchmarking
 * Business valuation
 * Financing options and structures
 * Financing growth
 * Debt financing
 * Equity financing

Finance & Valuation Insights




TAX STRATEGY

 * Income tax management
 * Retirement strategy
 * Estate tax strategy
 * Gifting strategies
 * Financial planning

Tax Strategy Insights




SUCCESSION

 * Family succession
 * Management succession
 * Buy-sell agreements
 * Executive talent
 * Compensation plans
 * Crisis planning
 * Phantom stock
 * Stock appreciation rights

Succession Insights




TRANSFER & EXIT

 * Business transfer spectrum
 * Private capital markets
 * Liquidity planning
 * Valuation
 * Exit strategy
 * Transfer structures
 * Outside sales to third parties
 * Inside sales to family or employees
 * Leveraged recaps
 * ESOPs

Transfer & Exit Insights




GOVERNANCE & LEADERSHIP

 * Setting up an advisory board
 * Setting up a fiduciary board
 * Private board structure and governance
 * Private board member compensation
 * Getting the most from your board
 * The role of compensation committees in private boards

Governance & Leadership Insights


FAMILY BUSINESS STRUCTURE

 * Family business governance structures
 * Preparing the next generation for leadership
 * Family compensation and ownership
 * Valuation of family businesses
 * Buy-sell agreements
 * Compensating and retaining non-family executives
 * Preparing the current generation for retirement or exit
 * Structuring and financing family transfers
 * Estate planning structures

Family Business Structure Insights


BUSINESS STRATEGY

 * Strategy
 * Market position
 * Long-range planning
 * Business segment review
 * Pricing
 * Growth strategies and planning
 * Financing and planning for growth
 * Acquisition strategies

Business Strategy Insights


GROWTH & PERFORMANCE

 * Benchmarks, key performance indicators, and dashboards
 * Business process excellence
 * Maximizing returns on people and technology
 * Waste reduction and time management
 * Change management strategies
 * Effective risk management

Growth & Performance Insights


FINANCE & VALUATION

 * Business value creation
 * Leverage analysis
 * Financial ratios and benchmarking
 * Business valuation
 * Financing options and structures
 * Financing growth
 * Debt financing
 * Equity financing

Finance & Valuation Insights


TAX STRATEGY

 * Income tax management
 * Retirement strategy
 * Estate tax strategy
 * Gifting strategies
 * Financial planning

Tax Strategy Insights


SUCCESSION

 * Family succession
 * Management succession
 * Buy-sell agreements
 * Executive talent
 * Compensation plans
 * Crisis planning
 * Phantom stock
 * Stock appreciation rights

Succession Insights


TRANSFER & EXIT

 * Business transfer spectrum
 * Private capital markets
 * Liquidity planning
 * Valuation
 * Exit strategy
 * Transfer structures
 * Outside sales to third parties
 * Inside sales to family or employees
 * Leveraged recaps
 * ESOPs

Transfer & Exit Insights


CENTER FOR PRIVATE COMPANY EXCELLENCE SPECIALISTS


MARIO O. VICARI, CPA

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BRIAN D. KITCHEN, CPA, MT

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CHRISTOPHER F. MESHGINPOOSH, CPA, CGMA

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MARK G. METZLER, CPA, CGMA, CEPA

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BRIAN J. SHARKEY, CPA, CVA, CEPA

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RICHARD SNYDER, CPA, CGMA

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STEVEN E. STAUGAITIS, CPA, CVA

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THOMAS C. YANKANICH, CPA

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View All Insights
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 * 


RELATED INSIGHTS


 * 9 COMMON MISTAKES TO AVOID WHEN SELLING YOUR BUSINESS
   
   Mark G. Metzler, CPA, CGMA, CEPA
   |
   12/21/2023
   Article, Succession, Transfer & Exit
   
   Here are nine mistakes that business owners should avoid to maximize their
   chances of a successful sale.


 * THE TOP 5 BLOG POSTS OF 2023
   
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   |
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   Check out the 5 most popular Center for Private Company Excellence blog posts
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 * ACCELERATED DEPRECIATION OPTIONS FOR YOUR BUSINESS TAX SAVINGS
   
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   |
   12/19/2023
   Article, Tax Strategy
   
   Here are two primary ways to accelerate depreciation under current tax law.


 * SAVE MONEY ON TAXES WITH THESE 5 PLANNING STRATEGIES
   
   Katrina R. Samarin, CPA, MT
   |
   12/19/2023
   Tax Strategy
   
   As the new year approaches, you may be wondering what you can do to decrease
   how much you pay in…


 * BUSINESS SLOW? HERE ARE 5 GROWTH STRATEGIES FOR SCALING
   
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   |
   12/12/2023
   Growth & Performance
   
   If your business growth has stagnated or even declined, it is important to
   consider which areas may be contributing to…


 * OPPORTUNITY COST AND COMPOUNDING YOUR MANAGEMENT AND EXECUTIVE TIME - PART 2
   
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   |
   12/11/2023
   Article, Transfer & Exit
   
   There are critical steps you can take in order to get the highest and best
   use of your time, so…

View All Events
 * 
 * 
 * 


RELATED EVENTS


 * 2023 YEAR-END TAX SEMINAR
   
   November 16, 2023
   |
   02:00 PM
   In Person | Hosting
   
   Join us for our 2023 Year-End Tax Seminar on Thursday, November 16.


 * CENTER FOR PRIVATE COMPANY EXCELLENCE WEBINAR: 2023 TAX OUTLOOK – CHALLENGES,
   OPPORTUNITIES, AND UPDATES
   
   August 29, 2023
   |
   09:00 AM
   Virtual | Hosting
   
   Tuesday, August 29, 2023 9:00am – 10:00am


 * 2023 ECONOMIC & MARKET OUTLOOK SEMINAR
   
   January 31, 2023
   |
   03:30 PM
   Virtual | Attending
   
   Tuesday, January 31, 2023 4:00pm – 5:30pm


 * CONSTRUCTION INDUSTRY WEBINAR: TAX UPDATE FOR CONSTRUCTION CONTRACTORS
   
   December 8, 2022
   |
   08:00 AM
   Virtual | Hosting
   
   Thursday, December 8, 2022 8:00am - 9:00am


 * 2022 YEAR-END TAX SEMINAR
   
   November 17, 2022
   |
   02:30 PM
   In Person | Hosting
   
   Thursday, November 17, 2022 2:30 PM to 6:30 PM The Alloy Hotel | King of
   Prussia, PA


 * CENTER FOR PRIVATE COMPANY EXCELLENCE WEBINAR: CAPITAL ALLOCATION STRATEGIES
   FOR PRIVATE COMPANIES | DRIVING SHAREHOLDER VALUE
   
   October 26, 2022
   |
   08:30 AM
   Virtual | Hosting
   
   Wednesday, October 26, 2022 8:30am – 10:00am


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opportunities that are unique to private companies. When you become a member,
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and resources, and weekly blog posts.
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   * Owner Operated Private Companies
   * Family-Owned Businesses
   * Private Equity-Backed Companies
   * Employee Benefit Plans
   * ESOPs
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