MCCA (Minority Corporate Counsel Association)’s Post

Business for America is launching an interactive private forum for companies to discuss insights and strategies on how to operate in a politically fraught environment. The 12-month program will help business leaders improve your company’s internal readiness by providing a deeper understanding of the trends and root causes — globally and domestically — driving hyperpartisanship, political instability, and attacks on business. Participants will leave with actionable insights, resources, and best practices. “The Forum on Navigating the 2024 Political Climate” kicks off this Wednesday, Jan 10th at noon ET. The first session will be free for any qualified business leader who wishes to participate. The remaining sessions require a fee for non-members. All discussions will be conducted in accordance with the Chatham House Rule. Media is not invited. Reach out to me for a detailed description, subject matter, and non-member fees. After you review and you wish to join, you can register. Whether your company has experienced blowback or is assessing emerging risks, it’s smart to be prepared for 2024. The BFA Forum is an insurance policy for learning how to navigate political uncertainty, calibrate your message, decide how to engage your employees, and explore possible collaborations with other companies. We hope that you consider joining!

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❗One way to sell your product or service to a Private Equity firm!   How do you find a few minutes of time from a Partner or Principal in a PE firm, given the deals they are working on, trying to land, or save from extinction?   ❌Cold calls in the middle of their busy day are not the way!   ❌Email blasts to every PE firm in PitchBook is not the way—especially if you send the same generic email to multiple people in the same firm!   ❌Handing out business cards at an ACG conference won’t do it!   So, how do you get the attention of a generally unavailable PE senior professional?   The easiest way, of course, is to send them a good deal. You will be remembered and you can segue to a cross sell afterwards.   But what if you aren’t an I-Bank with a live deal? What if you sell other products or services?   🔥Simple. Use a rifle, not a shotgun.   For example, let’s say you sell a SaaS product specializing in healthcare compliance. You have had success selling to Direct-to-Company but you believe the real growth will come from PE firms with multiple Portcos.   Do this: ✅ If the firm has an Operating Partner, target them. It's their job to find ways to improve the firm’s Portcos and grow their equity value.   ✅ If no Operating Partner, select the Partner or Principal that has a Portco in a particular sector where you have previously sold and use that as your case study.   ✅ Use that case study in the headline of an outreach email to the one investment professional in the firm who worked on a similar deal. Something like: “We saved XYZ PE firm 19.3% on their healthcare compliance spend last year, let’s talk about what we can do for ABC (their Portco).”   ✅ Use the Portco you are pitching by name.   ✅ In the body of your email, use the first name of the person to whom you are sending the email and also include an option for your willingness to contact, with their permission, the CEO or COO of the Portco, and use their name(s) as well! This gives them the option of pushing it to the company.   ✅ Keep this PE contact in your database and send follow-up email messages with a similar subject line for any new case studies in the same sector. “We saved DEF Equity Partners 22.1% on their healthcare compliance spend last year, let’s talk about what we can do for ABC (their Portco).”   ✅ You can use a similar approach with others in the same firm, but only target one person per sector and ALWAYS use the Portco’s and CEO’s names. This way, they will know you have done some homework and it is not a generic email blast.   This is but one tactic for PE outreach.   Feel free to message me here on LinkedIn or send me an email at PhilC@AlineaGrowth.com to discuss PE outreach or any other Private Equity, B2B, or Financial Services marketing issues. #PrivateEquity #PrivateEquityMarketing #PrivateEquityBusinessDevelopment #MiddleMarket #B2BMarketing #FinancialServicesMarketing #SellingtoPE

The deadline for ALL entities to be in compliance with the Corporate Transparency Act is December 31. If you do not know what that means for you, join us on June 4 to learn more about the requirements of the CTA.

If you own an LLC in the US, some mistakes in your operating agreement can cause losses, especially in the event of a member dispute. Avoid them by- 1/ Be clear as to which actions need unanimous approval and which ones need majority approval. 2/ Does your operating agreement include the correct name and other related identities of members (SSN, passport, etc.)? Is it complete with respect to capital contribution, membership interest, titles, and responsibilities? 3/ You can keep a lot of things generic. Mentioning 'keeping company documents at the registered office' without mentioning any address is better. It excludes the need to amend the agreement whenever minor changes occur. 4/ If the agreement mentions 'as listed in Exhibit A' but nothing related to that is listed on Exhibit A, it shows how unreliable the document is. 5/ No operating agreement is good enough, if it has not been read and customised to specific details, such as: ~ are authorised personnel appointed? ~ if something needs to be done, do you need to specify the procedure too? ~ if your agreement mentions email as a valid form of notice, when members are across the globe? Lastly, anything can be done mutually, but only until the wavelengths of the members match. A little dispute, and this goes out of the window. Hence, no matter how good your human relations are, a specific operating agreement ensures that no party to the agreement ever loses. ____________________ #llc #delawarellc #ustax #uscompliance

Impact. For some, reaching Inc. 5000 is about growth and top line revenue. For me, it's about impact. ClaimsBridge joining the Inc. 5000 represents the incredible impact we've had and will continue to have in helping brokers connect their clients to high performing solutions. - From housing and automating the complexities of direct contracts - To coordinating multi-tiered benefit designs across different geographies - And connecting industry leading high performance networks We are the engine that has impacted almost 2 million covered lives and processed over 100 million claims. We are your bridge to the future of health plans. #employeebenefits #highperformancehealthplans #benefitconsultant #inc5000 #growth #impact

The Corporate Transparency Act became effective on January 1 and applies to all entities, small and large. At our webinar on March 5, learn how the CTA will impact your business, what you need to do in order to comply, and how you can avoid the many pitfalls.

Bonnie Brill and Jodi Kulek Mayer discuss the critical factors IT consultants need to consider when deciding between W2 and Corp. Watch the video for valuable insights and expert guidance. How Should I get Paid as a Consultant, W2 or Corp? - Clearmont Technologies https://lnkd.in/eky2zJfz

Check out the second volume of The Chronicle at the link below! #newsletter #editor #privateinvestigations