A Collaborative Forum for Expert Consultants, Attorneys, Financial Professionals, and Other Professionals Who Guide Businesses Through Complex Issues. They Dissect and Discuss Resolutions for the Multifaceted Challenges Facing Today's Business Leaders.
How Our Meetings Work
Resolved Complex Issues
Attending professionals share an example of how they have helped a business with a complex issue, what tools they used, the advice they provided, and other professionals who participated.
Unresolved Complex Issues
Attendees discuss, in mastermind format, a situation with a current or prospective client or any business or business owner they know who is facing a complex challenge the professional does not fully know how to resolve on their own.
Referrals & Follow-Up
Time permitting, attendees share professionals, business owners, organizations, or events worth knowing about, and make plans for follow-up introductions, invitations, one-to-one calls, and meetings.
What We Discuss
We focus on the complex challenges confronting businesses. Complex resolved or unresolved issues might include business contraction, litigation, technology/AI, laws and regulations, employer/employee relations, finance, taxes, creditor or debtor-related challenges, inflation, labor market, cybersecurity, supply chain, tariffs, interest rates, and competition from market players.
Why We Meet
Our members attend to gain fresh perspectives on the issues their clients face from professionals across different disciplines. By thinking and learning outside our own areas of expertise, each of us is better equipped to serve our respective clients.
Who We Are
Trusted Professional Advisor (TPA) brings together a highly experienced group of professionals who serve businesses and business owners as their clients. Members come from a range of practice areas, including:
Commercial and Business Litigation Attorneys
Business Valuation Specialists
Business Tax Attorneys
Business Forensic Accountants
Traditional Business Accountants
Employment Attorneys working with employers
Business and Corporate Transactional Attorneys
Other professionals who service businesses and business owners
When and Where
SCHEDULE
12pm - 1:30pm ET
The last Wednesday of Every Month
LOCATION
Zoom Meeting - Held Virtually
Sub Topics List
Any complex issue a business owner faced or is facing can be discussed in any meeting. In addition, sub topics can add focus and help us to recruit new attendees with specialty areas of expertise.
January
Preparing to Sell a business, Exit Planning.
February
Turnaround Issues. Manage Debt, Refinance, Bankruptcy. Negotiating With Creditors, using Chief Restructuring Officer, using Outside CFO.
March
Investment Banking/Commercial Banking. Corporate Finance, Debt or Equity. Raising Capital.
April
Commercial Landlord Commercial Tenant relationships, drafting and litigation.
May
Employee Relationships including handbooks, policies, training, and litigation.
June
Contract litigation, vendor relationships.
July
Corporate Tax Issues, Sales Tax, Corporate Tax, Employee Tax Credits, Deductions for Business Owners, Dos and Don'ts.
August
Merging or Acquiring a business.
September
Intellectual Property, Copyrights, Trademarks, Patents, Trade Secrets, Transactional and Litigation
October
Alternative Finance. Factoring, AR Finance, Equipment Finance, etc.
November
Business Divorces. Preparation to avoid litigation, dealing with litigation.
Frequently Asked Questions
Who can join TPA?
TPA is for experienced professionals who serve businesses and business owners, including commercial and business litigation attorneys, business valuation specialists, tax attorneys, forensic and traditional accountants, employment attorneys, transactional attorneys, and others in related fields.
What happens at a meeting?
Each meeting follows three parts: resolved issues, unresolved issues, and planning for introductions, connections and invitations.
Do I have to present a scenario at every meeting?
No. You’re welcome to share a situation when you have one, but participation in the group discussion is valuable on its own. You’re also free to raise any complex issue you see affecting business owners, not just your own clients.
Is this a referral or networking group?
TPA is primarily a discussion group focused on solving complex business problems across disciplines. Referrals and introductions happen naturally as members get to know one another’s expertise, but the core purpose is shared learning and better client service.
What kinds of issues are discussed?
Topics range from business contraction, litigation, and tax policy to employer/employee relations, financing, and creditor or debt challenges, along with broader pressures like economic shifts, cybersecurity, and market competition.
When and where do meetings take place?
Meetings are held virtually on the last Wednesday of every month from 12pm to 1:30pm ET.
Is the discussion limited only to the monthly subtopic?
No. Any complex issue a business owner faced or is facing can be discussed in any monthly meeting. The sub topics are there to add some opportunity and variety.
Leadership
ORGANIZER
Alan Crane
Partner, Gray Robinson
Bankruptcy Law
Boca Raton, FL
Alan.Crane@Gray-Robinson.com
Gray-Robinson.com
Linkedin.com/in/Alan-Crane-25132aa
Work: 561-368-3808
Direct: 561-405-4260
Mobile: 561-324-6258
MODERATOR
Jeff Tockman, JD, MBA
Owner, The Referral Navigator
Business Development Consultant
Delray Beach, FL
TheReferralNavigator@gmail.com
TheReferralNavigator.com/about
LinkedIn.com/in/JeffTockman
Direct/Mobile: 561-922-9321