Justin and Stephanie Clarey, owners of Two Men and a Truck, will discuss their approach to reinvention. They will share how expanding their services not only helped grow their business, but also helped grow their people by providing more opportunity to take on new roles and responsibilities. New services and new roles in their company resulted in more customers, and the ability to grow their business despite the very challenging labor market. ... read more

State and local tax issues affect nearly every transaction?day-to-day buying and selling, retiring assets, paying your employees, even adding on to your business or passing it on to the next generation. Start 2022 with an enhanced awareness of SALT issues that could affect your business. You are invited to join Clark Schaefer Hackett?s SALT experts to help you understand: * How SALT issues can thwart efforts to sell your business or leave future generations holding a bag of you-know-what * How work-at-home policies can create cat-herding-like compliance responsibilities * How multiple CATs can create an additional CAT (does not involve birds/bees) * What the heck a ?ghost asset? is and why it?s scary * Which state tax credits you should be aware of * How to get around the Federal SALT cap * How to identify which sales and purchases are taxable ... read more

Business Valuation - Important Considerations For Your Family Business Getting your arms around business valuation can be complicated. Misinformation, partially informed opinions, and internet calculators can easily lead one down an incorrect – and costly – path. Before you go down a potentially wrong path, let’s clear up a few of the most common myths and misconceptions about business valuations that could undermine your ability as a family business owner to achieve your goals. Join Kelly Noll, a valuation services director at GBQ Partners on February 22 at noon for a fun, fast-paced discussion about the most common valuation myths, including: * EBITDA times a multiple * Selling at the peak * Adding back owners’ compensation * Acquisitions always add value * Asset value + goodwill * And more! ... read more

There is a lot of hype around new technologies. Some of the hype is justified and some isn't. In this session, Ryan Frederick, a principal at the digital product firm AWH will review the benefits, considerations, and realities of leveraging technology to fuel growth. This can be done with limited tech teams, or none at all - with great impact. Many family businesses have differentiated themselves based on high-quality customer experiences. How can small to mid-size businesses still deliver this while continuing to bring on new technologies? Ryan will be joined by Conway Center member Jonathon McKay with PATH. Jonathon will be sharing best practices on how Customer and Employee Experience are important factors when considering how to use and implement technology. Jonathon has been working with businesses for 13 years on how to ensure investments in technology and operations drive value to your most important stakeholders and differentiate your business in the marketplace. Facilitated by Lisa Keller, Vice President - Columbus Treasury Management at Park National Bank Sponsored by GREENCREST ... read more