Filing Your Pipeline of Qualified Prospects Does Not Have to Be Challenging!

Our podcast with Kelly Atwater, founder of Engagebizdev, discusses how her firm helps business owners in developing qualified prospects who are eager to consider their services and products. Many business owners make the mistakenassumption that their services or products will sell on their own, only to discover in most cases that they do not. They soon realize that they need a business development plan, but they lack the knowledge to create one. While there is a talent involved in generating interest in your profile client, it also requires a significant amount of time. Most business owners are unaware of how to accomplish this task, nor do they have the time to dedicate it to it. This is where Kelly’s firm comes into play. Listen as we delve into the method of creating qualified prospects who are interested in using your products and services.

Kelly Atwater
https://engagebizdev.com/
https://engagebizdev.com/contact/

Ed Pratesi, the Managing Director of Valuation & Transition Strategies, LLC. helps business owners and their advisors achieve a stress-free process to learn the value of their business, how to increase its value, and the development & execution of a transition strategy or strategies.

Enhanced expense deduction capability - be careful how you execute - too much of a good thing can leave you cash poor and a tax liability
QSBS - liberalizing the rules allows C
corporation business owners to potentially shield 100% of their capital gains on sale.
- This present gifting scenarios to sort of spread the wealth - couple the prospect of valuation discounts and you have a winner
With the gift tax exemption rises to $15M
under the Bill - family wealth planning with SLAT's and other vehicles are enhanced with valuation discounts. Eepratesi@gmail.com

JOHN SALEMI. John Salemi: OFFICE MANAGING PARTNER, UHY FARMINGTON CT; has thirty years of professional experience, with a specialization in tax issues and management consulting. John can draw upon his practical financial background in addressing the many managerial problems confronting business owners in today's complex economic and regulatory environment. Jsalemi@uhy-us.com

R&D Credits / Depreciation changes / Interest deductions - Section 163(j)

TOM PERRONE Founder and President of New England Consulting Group of Guilford, Inc. Estate and Business planning, and Executive Compensation. tperrone@necgginc.com
•Grantor Trust
•Non-Grantor Trust (SALT)
•Decanting OF Trusts for IDIT – SWIPE PROPERTY
•Cash Flow and Executive Benefits

Navigating the VUCA World — Building Strong Organizations Through People and Culture

In this episode, we explore how today’s employers can thrive in a VUCA environment — one defined by Volatility, Uncertainty, Complexity, and Ambiguity. Our conversation dives deep into how organizations can adapt their performance management, leadership development, and total rewards strategies to attract, grow, and retain top talent amid constant change.

Ken Somers and Marc Kroll cover VUCA

Key Topics Covered:
• Understanding VUCA: What does it mean for today’s business leaders and workforce.

• • Performance Management in Turbulent Times: How to use feedback, accountability, and coaching to drive engagement and retention.
• • Preparing for Leadership Transitions: Steps organizations can take now to ensure continuity and resilience.
• • Using Coaching Effectively: When and how to apply coaching interventions to support struggling leaders and accelerate growth.
• • Total Rewards Reimagined: How compensation, benefits, and culture work together to motivate employees in a shifting labor market.
• • Culture Alignment: Ensuring that Total Rewards and performance management align with an organization’s values and strategic goals.
• • Talent Trends in a Volatile Market: Emerging job disciplines, the growing talent scarcity, and innovative retention strategies.

Takeaway:
In a VUCA world, success comes from flexibility, transparency, and a people-first approach. By aligning leadership, culture, and rewards, organizations can turn uncertainty into a strategic advantage.
Ken Somers
https://somershrsolutions.com/

Ken’s Books
Transforming Performance Management
A Manager's Guild To Leading Effective One On One's
Marc Kroll
https://comp360totalrewards.com/