Trent R. Lee - CEO & Founder, Compass Leadership Advisors

01/26/2023

Nathan Kaiser, Red River Financial. This weeks featured presenter. He’s your personal CFO working to make a plan and sense for your personal and business finances.

11/04/2022

https://www.navixconsultants.com/exit-planning-during-a-recession?utm_campaign=Exit%20Planning%20During%20a%20Recession%20Webinar%202022-11-08&utm_medium=email&_hsenc=p2ANqtz-8O3W-kEtUA0v3u3cXvih_DHOTOOKcs6E6I1R2WBDCEQkd4OFA4MTN1tr8r4d9QuMLIeTm9Tci2mr_xi-wNKleH9ii8WN1X8DHdoXp2RHl6DOTuOrs&_hsmi=230944662&utm_content=230944662&utm_source=hs_email&hsCtaTracking=649c9a60-eab2-4dc2-8c7d-7f734514e31f%7C3a150c0c-eaff-400d-b14b-be7e25f23025

Looking to exit in the next 3-5 years? Join our panel lead by NAVIX CEO Patrick Ungashick as we discuss the current market obstacles to a successful exit and what steps to take now to address them.

During a recession, business owners considering their exit need to understand what is happening and how it may affect their exit plans.

08/30/2020

04/16/2020

Responding to Coronavirus: PPP Confusion and Clarifications – Top 40 FAQs

Most asked questions about the PPP and the answers that everyone needs

04/10/2020

11 Steps to follow after getting your PPP loan money (comply, maximize & benefit).

Steps to take to get ready and get the steps needed to comply with the PPP program to maximize the loan forgiveness to your company

04/02/2020

Updated info for PPP as of 4/2/20.

Updated summary and more details of the CARES ACT forgivable loan due to COVID 19 economic crisis

04/02/2020

April 3rd is the first day for submitting applications. Find an information summary, applications links and Q&A here.

Useful links to the governments SBA loan application -

03/26/2020

Business owner best practice: set up a seperate GL # for corvid19 expenses to make it easier to track later.

Employers now have access to a little-known tool called “qualified disaster payments” to aid their employees.

03/25/2020

How's your cash position today? Will you run out of cash 30 days from now? 60 days? Are you prepared?

In times of crisis, cash is a company’s lifeblood. Identify these steps to assess your company's financial position and consider these proposed actions

02/06/2019

Business owners, what’s your contingency plan Incase of your death or disability? What happens when you aren’t able to share the knowledge locked in your head? Do you have an emergency response plan for running your business? Don’t let poor planning destroy your business, employees and family.

Digital-asset exchange Quadriga CX has a $200 million problem with no obvious solution -- just the latest cautionary tale in the unregulated world of cryptocurrencies.

01/07/2019

Great wisdom from Omaha!

Excellent Tips by Warren Buffett

01/07/2019

A naive leader might think that they know best. They might think that they have all the right answers, and that everyone should just follow what they say.