September 2023 – Croixstone

Croixstone has been recertified by the Women’s Business Enterprise National Council (WBENC)

We did it again: Croixstone is excited to share the news that our firm has been recertified as both a Women’s Business Enterprise (WBE) and Women-Owned Small Business (WOSB) by the Greater Women’s Business Council (GWBC), a regional certifying partner of the Women’s Business Enterprise National Council (WBENC). Croixstone has received these certifications annually since 2020.

Why it matters: Croixstone’s certification as a WBE and WOSB fuels our firm’s access to supplier diversity and procurement executives at hundreds of major U.S. corporations and federal, state, and local government entities that accept WBENC certification. Businesses with inclusive procurement strategies widen their pools of potential suppliers and promote competition in their supply base, which can improve quality and drive down costs. Inclusiveness can also make supply chains more resilient and agile. Additionally, supplier diversity programs offer selling points to businesses when hiring.

How we did it: WBENC certification is the gold standard for women-owned business certification in the USA. The WBENC standard of certification implemented by GWBC is a meticulous process, and included an in-depth review of Croixstone’s business planning, operations and a site visit.

Learn more: Read our Press Release here.

Learn About Exit Planning for Privately Held Companies

We are an Event Sponsor for PDA’s next in-person event: Along with GreerWalker LLP and Essex Richards, P.A., Croixstone is excited to serve as an Event Sponsor for the next in-person event hosted by the Charlotte Chapter of the Private Directors Association (PDA), a professional association with a purpose to enable and enhance the value, growth, and resilience of privately held companies through effective governance.

Event details: The event is taking place on Tuesday, September 26, 2023 from 5pm – 7:30pm at Croixstone’s offices located at 101 S. Tryon Street, Suite 2700 in Uptown Charlotte, NC.

Topic: The program will focus on “how to and why” privately held company owners should initiate an exit plan well before owners are ready to execute on such a strategy. From a private company governance perspective, the discussion provides for multiple alternatives in seeking the best outcome for shareholders while educating all involved on the process.

Subject matter experts from GreerWalker and Essex Richards will address the following topics:

• Exit strategies – when should a private company begin the planning process and what are the strategic options to consider?
• Who should be involved (owners, board members)?
• Independent board members role in the planning process
• Preparation and expectations – issues and potential pitfalls

Interested in attending? This is an in-person event with no virtual option to participate. Members of the PDA can register for $25 by logging into their member accounts here. Non-members interested in attending as a guest of Croixstone can do so by emailing Grace Lynch, Croixstone’s Director of Business Operations, at glynch@croixstone.consulting.