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Submitted URL: http://www.kmco.com/cpce
Effective URL: https://www.kmco.com/center-for-private-company-excellence/
Submission: On January 19 via manual from US — Scanned from DE
Effective URL: https://www.kmco.com/center-for-private-company-excellence/
Submission: On January 19 via manual from US — Scanned from DE
Form analysis
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Text Content
* Center for Private Company Excellence * Client Access * Contact Us * Events SEARCH Go * 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 * Industries * Manufacturing & Distribution * Construction * Real Estate * Government Contracting * Architecture & Engineering * Professional Services * Investment Industry * Not-for-Profit * Media Services * View All Industries * People * About * Insights * Careers * Current Openings * Our Culture * Our Benefits * View All Careers * 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 * Industries * Manufacturing & Distribution * Construction * Real Estate * Government Contracting * Architecture & Engineering * Professional Services * Investment Industry * Not-for-Profit * Media Services * View All Industries * People * About * Insights * Careers * Current Openings * Our Culture * Our Benefits * View All Careers * Center for Private Company Excellence * Client Access * Contact Us * Events SEARCH Go 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 View ProfileProfile Email BRIAN D. KITCHEN, CPA, MT View ProfileProfile Email CHRISTOPHER F. MESHGINPOOSH, CPA, CGMA View ProfileProfile Email MARK G. METZLER, CPA, CGMA, CEPA View ProfileProfile Email BRIAN J. SHARKEY, CPA, CVA, CEPA View ProfileProfile Email RICHARD SNYDER, CPA, CGMA View ProfileProfile Email STEVEN E. STAUGAITIS, CPA, CVA View ProfileProfile Email THOMAS C. YANKANICH, CPA View ProfileProfile Email * * * * View All Insights * * * * RELATED INSIGHTS * VALUATION CREATION: 8 WAYS TO INCREASE YOUR COMPANY’S VALUE Richard Snyder, CPA, CGMA | 01/17/2024 Article, Finance & Valuation, Growth & Performance Here are eight focus areas for increasing your business’s valuation. * 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 Kreischer Miller Team | 12/21/2023 Article, Business Strategy, Family Business Structure, Finance & Valuation, Governance & Leadership, Growth & Performance, Succession, Tax Strategy, Transfer & Exit Check out the 5 most popular Center for Private Company Excellence blog posts from 2023. * ACCELERATED DEPRECIATION OPTIONS FOR YOUR BUSINESS TAX SAVINGS Clifford I. Carlson, CPA | 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 Richard Snyder, CPA, CGMA | 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… 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 BECOME A MEMBER Join your peers and experienced advisors as we delve into the challenges and opportunities that are unique to private companies. When you become a member, you’ll be added to our mailing list to be notified of upcoming events, new tools and resources, and weekly blog posts. Become a Member NEWSLETTER SIGN UP Sign up for our monthly email newsletter to stay up to date on accounting, tax and business news. Email Address * Advisory Services * Business Valuation * M&A/ Transaction Advisory Services * Transition/Exit Planning * ESOPs * Technology Solutions * Retained Executive Search * Talent Advisory * Audit & Accounting Services * Owner Operated Private Companies * Family-Owned Businesses * Private Equity-Backed Companies * Employee Benefit Plans * ESOPs * Small Business Advisory * Tax Services * Business Tax * State and Local Tax Services * ESOPs * Small Business Advisory * Individual Tax * Estates, Trusts, & Gifts * International Tax * Outsourced Accounting & Finance Services * Kreischer Miller * 100 Witmer Road, Suite 350 * Horsham, PA 19044 * 215-441-4600 * Connect with Kreischer Miller * Industries * People * About * Insights * Careers * Center for Private Company Excellence * Contact Us * Client Access * Privacy Policy © 2024 Kreischer Miller™ All rights reserved. You are using an unsupported version of Internet Explorer. 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