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No Wi-Fi, No Warning, No Excuses: How WBEs Survive Digital Disasters

July 7, 2025 by angishields

WIM-Digital-Disasters-Feature
Women in Motion
No Wi-Fi, No Warning, No Excuses: How WBEs Survive Digital Disasters
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In this episode, Lee Kantor and Renita Manley explore digital survival strategies for businesses facing cyber attacks and internet outages. Cybersecurity experts Paige Goss and Alaine Fulton discuss the unique vulnerabilities of small to mid-sized businesses, the evolving threat landscape, and the importance of proactive measures like employee training, regular security assessments, and robust backup solutions. Real-world examples highlight the costly consequences of neglecting cybersecurity. The episode emphasizes that no business is too small to be targeted and underscores the need for a strong culture of cybersecurity awareness and preparedness.

Paige-GossPaige Goss is a fixer of fixers, orchestrating a collection of highly adept tech and engineering all-stars.

She founded Point Solutions Group to address the dire need for diversity in information technology, engineering, and professional services in government and commercial organizations. And the looks she gets when she walks into some meetings exemplifies that.

She not only talks the talk, but her extensive background in the information security, healthcare IT, and Department of Defense industries gives her the cred to strut the strut. As well as to pirouette between highly classified government projects and the demands of an ever-changing commercial landscape.

Connect with Paige on LinkedIn.

Alaine-FultonAlaine Fulton founded Safe Haven Solutions in 2005 that continues to bring her clients the best of breed technology solutions to Provide Integrity in Cloud/Network/Security.

Safe Haven Solutions is an IT consulting company specializing in cloud computing, cybersecurity, and network solutions for mid-market and enterprise clients.

Our core focus is delivering effective business solutions to our clients that reduce costs, streamline operations, and increase profitability.

Connect with Alaine on LinkedIn.

Episode Highlights

  • Digital survival strategies for businesses facing cyber attacks and internet outages.
  • Vulnerabilities of small to mid-sized businesses in the digital landscape.
  • Misconceptions about the risk of cyber threats for smaller organizations.
  • The evolving nature of cyber threats and the organized nature of cybercrime.
  • Importance of identifying and protecting critical data and applications.
  • Proactive measures for enhancing cybersecurity, including employee training and regular assessments.
  • The significance of incident response planning and preparation for cyber incidents.
  • The role of human error in cyber incidents and the need for a culture of cybersecurity awareness.
  • Differences between cyber attacks and internet outages, including response strategies.
  • Real-world examples illustrating the consequences of inadequate cybersecurity measures.

Music Provided by M PATH MUSIC

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX Studios, it’s time for Women in Motion. Brought to you by WBEC-West. Join forces. Succeed together. Now, here’s your host.

Lee Kantor: Lee Kantor here with Renita Manley, another episode of Women in Motion and this is a very important one. But before we get started, it’s important to recognize our sponsor, WBEC-West. Without them, we couldn’t be sharing these important stories.

Lee Kantor: Today’s episode is titled No Wi-Fi, No warning, No Excuses: How WBEs Survive Digital Disasters. This is an important topic and we have two great guests coming on board to discuss it. We have Paige Goss with Point Solutions Security and Alaine Fulton with Safe Haven Solutions. Renita, great job putting this together. This is such an important topic of interest for our WBEs.

Renita Manley: Thanks, Lee. It really is. I’ve been actually thinking about it so much lately, but we’re going to dig into it. So in today’s episode, it’s all about digital survival, what to do before, during, and after a cyber attack or internet outage. So, I guess I’m going to break down how to prepare ahead of time, how to respond in the moment without panicking, and how to bounce back fast. Lee?

Lee Kantor: All right. So, before we get too far into things, Paige and Alaine, do you mind sharing a little bit about your background? Why don’t we start with Paige, talk about Point Solutions Security a little bit and your work.

Paige Goss: Yeah, absolutely. And, Lee, Renita, thank you so much for having us on today. Excited for the conversation. I think I agree it’s an important one. So, Point Solutions Security, we are a cybersecurity professional services firm headquartered out of Denver, Colorado. I started the firm really to support the SMB, mid-market on offensive cyber efforts, so those are things like ethical hacking, red team, pen testing. We’ve got a governance risk and compliance division that supports companies that are looking to get audit ready. A lot of times now, companies are forcing down security requirements to smaller businesses, something I’m sure we’ll talk about today.

Paige Goss: And then, recently, we launched Cyber as a Service, which is a VC, so an opportunity for companies that want to basically outsource all of your sort of security strategy. And it’s been a lot of fun, so thanks again for having me.

Lee Kantor: And, Alaine?

Alaine Fulton: Yes. I’m Alaine Fulton, Founder and CEO of Safe Haven Solutions. We just hit a 20 year mark, which is amazing. We are an IT consultancy and managed service provider. We focus predominantly on cloud services, network architecture, and cyber security, more virtual CISO. So, our focus is really kind of securing from a network side your architecture, making recommendations of how to secure your applications in the cloud, and then also working with companies to really help define policies and procedures around what happens during an attack, what you do, what you do post, and how to really get ahead of that. So, happy to be here and looking forward to the discussion.

Lee Kantor: All right. So, let’s, I guess, start at at the top. In the case of the WBEs out there, anybody that has a business, how vulnerable are most organizations when it comes to having their entire system going down? I would imagine most businesses can’t survive very long if that happened. But is that kind of where you begin when you’re kind of assessing the dangers if you’re a business owner in today’s world? Do you want to start that, Paige?

Paige Goss: Yeah, I’m happy to. From our perspective, actually, we sort of look at things a little bit different, not a total outage. That’s rather rare today, unless there’s something extreme that happens. You know, internet outages happen. Lots of companies now have backup systems or redundant circuits that they’ve deployed that help with that type of company wide outage.

Paige Goss: But I would say from our perspective, we really look first at critical data within your environment. And so, what makes you unique as a company? What is critical to your organization sustaining long term success? And really, you know, your clients, a lot of them are pushing these requirements down because the data that you hold in your environment is connected to them. And so, for us, it’s really a matter of what could, one, be a reputational damage; two, could prevent you from making money; and three, I think long term prevent you from doing what you want to do for your client base.

Paige Goss: So, not a total outage on our side, Lee, is not how we start. We most of the time want companies to understand that everybody’s vulnerable. We say often it’s not a matter of if, it’s a matter of when, and how can you recover and how can you protect your most sensitive data.

Alaine Fulton: And I would jump in. I mean, I think from the WBE community, a lot of people think I’m too small, it’s never going to happen to me. And I think that’s kind of the number one myth. Bad actors, they don’t discriminate. If anything, I think women owners are, you know, having multiple roles, managing tighter budgets and resources, and so, it’s really, really important to kind of make sure that you understand what your critical applications are. What does downtime mean to you? How much damage could that do? How long can you be down? Just really kind of understand from a business perspective, you know, what are those critical applications. So, I think any company of any size should absolutely have awareness around it.

Lee Kantor: Now, can you talk a little bit about maybe the myth of these bad actors? One time, maybe the bad actor was in your head, you would picture some teenager in their basement, you know, drinking Red Bull and eating Cheetos. But now it’s way more organized, right? Aren’t there state actors now? This is like a big business where professionals are going into conference rooms with whiteboards and really strategizing to finding vulnerabilities.

Alaine Fulton: Yeah. I mean, from our perspective, I think the scariest thing out there is the AI component. I mean, if you think about your social media algorithms, like TikTok, if you say one thing, all of a sudden it pops up on your feed. They’re using those types of tools to kind of understand and target specifically certain demographics, and who’s going to click on what. And so, these emails are starting to look more real. They’re starting to be more personalized. And all of that can be bots and AI generated. So, the quantity and the smartness around these attacks is way more and it’s just going to continue to grow versus the guy in the basement going after one or two companies. I mean, it is mass, mass targeting, so it’s scary out there.

Paige Goss: Yeah, Lee, I agree. But there are still companies that have, you know, floors and floors of humans external to the United States that are pounding away.

Paige Goss: And I was going to reiterate that AI is changing everything, both from a defensive standpoint and an offensive standpoint. And I think too often companies – I think we mentioned it earlier – think that they’re too small. When reality, your companies might be significantly – your customers – excuse me – might be significantly larger than you. And so, these actors, these bad actors lead to your question, they’re using small businesses to get to bigger companies. So, you’re a risk not only for yourself, but also for your larger customers.

Paige Goss: And we have a bit of work in the Department of Defense, and I think that’s what we’re seeing there, as well as in all other areas, is that these smaller companies that think that their software, their app, their network, their machine shop, whatever it might be, was protected because they were kind of walled off from what the actual customer did. That’s just not true anymore. They’re using small business to get to big business. And I agree, AI makes that a whole lot easier to do and a whole lot harder to protect.

Renita Manley: Paige, do you have maybe like a quick story that you can share about a small business being attacked and how you all were able to help them?

Paige Goss: Yeah, we’ve had several situations. One, I’ll give you just an interesting example. We were working actively or trying to work actively with this company to kind of get them ready for a potential M&A transaction, and so we were trying to convince them to let us do an assessment on where are they, where are they weak, what external network vulnerabilities do they have, et cetera. And they kept pushing it off, saying nobody wants to work with us, we’re a small manufacturing shop and we manufacture – in this case, I’m not going to tell you what they actually manufacture, but let’s say they manufacture pins.

Paige Goss: And it was really interesting, they pushed me off for a-year-and-a half. And then, what ultimately happened is they called me in a sheer panic that they had a $5 million ransom on their head, and it was about to impact everything from their business. They ultimately did business both commercially and with the Department of Defense. It was going to impact their transaction potential. They had all of their sort of critical data and all of their documentation was in a black box.

Paige Goss: And so, I think the interesting part to that is, again, you’re not ever too small, what you do is not insignificant. And that manufacturing pins, in this case, you wouldn’t think that that would be a huge target. But they were going up scale, they were going Defense and they were certainly going to the M&A target.

Paige Goss: So, what we ended up doing, one, we’re not a forensics company, so we sort of wrote on the side with the forensics company trying to help them really, one, recover the data, and then, two, put way better business practices. And I know Alaine mentioned earlier policies, procedures, really just kind of back to the basics on how do you baseline protect making updates to your firewall, running patches. I mean, these are basic things that a lot of companies, I think, they get busy being busy and they sort of go over the top of it. And it’s a critical piece because that’s most of the time how things ultimately get escalated.

Paige Goss: So, yeah, we rebuilt their entire environment for them, putting in controls, putting in a bunch of the cyber practices that we deploy for clients. And about six months ago, they finally completed the transaction. So, it ended up being a success, but it was a lot of work and a whole lot of money. I think they ended up spending 6X on the repair and rebuild versus what they would have spent with us from the very beginning. So, it was a very expensive lesson for you’re not too small and you’re not too insignificant from what you do to, I guess, be vulnerable and be taken advantage of.

Lee Kantor: Now, you mentioned a couple of them, but are there any kind of low hanging fruit, proactive steps that every business can take to kind of prevent some of these things from happening?

Alaine Fulton: Yeah. I mean, from our standpoint, as she said – Paige said, for us, we think of it in three layers. The first layer is people. So, you want to train your people to recognize any type of phishing emails, you know, what to click, what not to click. We have tools where we can push those out to an organization and almost kind of test them, and that way, they can see exactly what they’re looking for.

Paige Goss: The second layer is going to be processes. You know, if you put together just a very simple checklist, is it my CRM? Is it our POS? Is it our email? What are those systems in place that are really going to be affected that we need to prioritize?

Alaine Fulton: And then third is technology. So, you can install an antivirus, but the antivirus is only going to really protect off those big viruses that are well-known. They’re not kind of like that shield, if you will. So, putting strong password policies in for all of your employees, putting in MFA, multi-factor authentication. That’s a free thing. That’s very easy. It can catch a lot of viruses and threat actors. So, yeah, there’s a couple basic tools that we recommend that are just basic security hygiene, I think, is a good step.

Paige Goss: Yeah. Alaine, I agree. I would also say that from a training perspective, train specific to the job because now a lot of these threat actors are getting – Alaine mentioned earlier – AI. I mean, salespeople are a great target. We want revenue. We want to click on everything. I’m a salesperson by background, so the second I see somebody reaching out for a quote, I’m excited. I would say help desk is a super vulnerable area now because most of the time it’s people that are earlier on in their career, they’ve not seen as many things. Same thing I would say with sort of frontline staff if you’re in a manufacturing or food service type.

Paige Goss: So, I think now it’s more important not to just train, but to train job specific on what’s coming up. ACH, that’s been sort of a topic that’s been flowing around for a while now. And I think a lot of this needs to be job specific versus just sort of an overall check the box we do cyber training. It’s really not helpful just as an overall. It becomes a lot more important job specific.

Renita Manley: So, if I’m a WBE listening to this today, what would you tell me – okay. I’m done listening to the podcast. What’s the very first thing that I need to go do right now to make sure, at the very minimum, my website is okay?

Alaine Fulton: So, for your website, I mean, you need to make sure that it has an SSL. So, if you go to any website, you’ll see it kind of looks like a lock box in the corner. That means that it is secure – I think it’s like a padlock. It means that it’s a secure site, so you’re making sure that your patching, your passwords are secure, you know, all of your plugins, your CMS platforms are all kind of up to date. But I would think the number one thing is just to make sure that it’s SSL secure.

Paige Goss: Yeah. I would say, too, if we’re not talking specific website, take away administrative access from as many people as you possibly can. Access control is a really interesting topic in the cyber world right now. I agree on making sure your website is secure and also your run patches. So, if it’s Microsoft upgrades or if you’re on a Mac, if it’s any upgrades or patches that can be run on any of your systems or inside of email, or anything like that, like keep that up to date. That’s the baseline for protection. And without that, it becomes really easy for people to get in.

Lee Kantor: Now, what should I do? Like you mentioned earlier, that client of yours had that ransomware attack, what do I do? What’s my first move if that comes across my screen?

Paige Goss: Do you want me to answer that, Alaine? So, one, I would always argue don’t pay it first. There’s a lot of other options outside of paying. I think depending on the company, depending on the situation, you’re going to kind of have a three-pronged response. One, if you’re sort of a more formal, sort of better cyber hygiene company, you’re likely to have an incident response plan. If you have an incident response plan, you want to launch that immediately. And most people within the org should.

Paige Goss: That’s one of the funny lessons learned, is like make sure anybody listed in your IR plan, knows they’re listed in your IR plan. Too often we go run exercises, and people are like I had no idea I was responsible for this. So, have an IR plan, so first would be to execute that.

Paige Goss: Second, I would shut down any external access. So, make sure that anything from the external facing internet is shut off until you can kind of get a handle on where things have gone awry. And then, I would say the next would be to start a conversation with your insurance broker if you have a cyber insurance policy.

Paige Goss: Now, you could throw companies like Alaine’s and I in there. Yeah, you’re probably going to need us relatively quickly. But I think those three steps of sort of launching your IR plan effectively, shutting any external access off immediately, and then reaching out to your cyber broker.

Alaine Fulton: Yeah, I agree. Got to contain it right away. And also just make sure you’re preserving any type of evidence. You know, you don’t want to lose any type of data, especially if you have a cyber insurance policy, what have you. You want to make sure that you’re not deleting any backlogs or anything like that. But, yeah, contain it. Turn everything off. Get rid of the Wi-Fi. Close down access to any remote. Just shut the house down, basically.

Renita Manley: You mentioned IR plan, for anybody who heard that, what exactly is an IR plan?

Paige Goss: Incident response.

Alaine Fulton: Yeah. Incident response, right. So, it’s kind of what happens during a breach. Who do I call? Who do I communicate with? What are the steps that we need to to take? Who do we need to contact in what fashion? So, it can be a very simple checklist depending on the size of your organization, or it can get very, very in depth in regards to, okay, these are the systems, who’s responsible? Who’s responsible for communicating to our customers that something happened? So, it can get very detailed depending on the complexity of your environment or it could be just as simple as a checklist. So, yeah, incident response.

Paige Goss: The first one – sorry.

Renita Manley: You want to make sure you have a hard copy of that.

Alaine Fulton: Yeah.

Paige Goss: Yeah, absolutely. And I was going to say, too, the shut your house down is critical. So, shut your house down and kick your kids out, so that you can really look and see was it inside or was it outside. You got to sort of shut it all down and have as few people involved as possible from my experience.

Lee Kantor: Now, on these types of incidents or attacks, are they happening kind of in that AI automated way that people are just, you know, kind of poking around and they find a vulnerability and then they get access? Or is it kind of a human error thing that somebody on the team clicked on something inadvertently in order to let this thing in? Because to me, the training on that second one, you really have to be relentless with the humans in your organization, not just shore up the computers in your organization.

Alaine Fulton: Yeah. I mean, I think people is probably 99 percent of how these actually happen. If you’re clicking on a malicious email, that opens the door to get into your organization. But, for example, the MGM in Vegas, that was caused because somebody didn’t patch one of their infrastructures correctly, and so that was a hole that somebody was able to get into.

Alaine Fulton: So, to Paige’s point, you know, making sure that you’re constantly updating your software, your hardware, your patching, all of that, everything is encrypted. So, again, that was kind of human error based.

Alaine Fulton: And there’s a lot of tools out there, and sometimes companies don’t really know how to use the tools or they’re duplicate. So, I mean, there’s a lot of noise in this space. So, again, trying to really simplify and keep it as basic as possible, I think, is key in educating your people.

Lee Kantor: Now, how often should you kind of be testing your team to ensure that they’re not going to inadvertently click on something? Is that something that you recommend happening once a year, every three months? Like, is there a rhythm that you recommend? Because, to me, that’s the weakest link here. You guys want to fight for this?

Paige Goss: Yeah. No. So, every company is different. I think once a year is way too infrequent. Things are just changing in technology so quickly. So, we recommend, we do it monthly with our clients in some form or fashion, so if it’s the accounting department, or if it’s an all hands, or if it’s sales, et cetera. So, we try at least one touchpoint at least a month or recommend that, some being automated, some being more kind of in your face. So, once a month on our side.

Paige Goss: And then, sort of testing it is an interesting one, Lee. And I would say you want to test your humans, but you also want to test your systems. And so, Alaine and I both, I think, would agree that having at least an annual penetration assessment, at least an annual sort of web and mobile, or whatever your business is creating, I think having at least annually, if not twice a year. It’s critical because then you get to really see sort of your current state and you can make updates, you can see where you haven’t patched, you get access to sort of where your infrastructure might be weakest, and then you can call Alaine to have them help you get it all squared away.

Paige Goss: But I think doing the offensive work or having a third party do the offensive work to really give you a baseline is a critical piece to this testing, both humans and systems.

Renita Manley: So, I hear what you said about penetration session and I kind of gathered what that means, but can you explain what that might mean for a small business owner?

Paige Goss: Yeah. So, there’s several ways to do it. A lot of companies sell penetration testing, which really is more what we call vulnerability scanning. So, they’ll take your external facing assets or your external IPs, and they’ll run them through a system to see if there’s any known vulnerabilities out there, so missing patches, attacks on a specific piece of hardware, et cetera.

Paige Goss: What we do is we take that information. We also go to the dark web. We also gather what we call OSINT, which is intelligence data around just the entirety of your system and your infrastructure, your web, et cetera. And then, we actually do hands on keys and we try to attack. So, we’re attacking from the outside, from the web, trying to see how far we can get.

Paige Goss: And the benefit, in our opinion, to doing it manually is it’s a unique environment or a unique set of credentials for all companies. And so, we’re piecing things together and we’re really taking it from a state actor perspective. So, you just get a lot more information and you get a little bit more on how to protect yourself if you do that type of penetration testing. Now, you should absolutely do the vulnerability scanning. That’s a quick and easy win. But doing a deeper dive, I think, once a year at least is really important.

Lee Kantor: Now, do you do drills or do you recommend doing drills as if you were attacked so that people can kind of take the steps that they would take if they were attacked? Like, you do a fire drill. You know, a lot of buildings do fire drills every year. Should you be doing one of these kind of incident response drills?

Alaine Fulton: Absolutely. Absolutely. I mean, that’s critical, having everybody understand, kind of go through the process. And that way it takes out kind of the panic when things happen. They know the plan. They know how to execute it. And we have customers call us and we kind of know the playbook, so we understand that.

Renita Manley: And we’ve also done physical downtime. So, what happens if this server is unplugged? Where are the backups? And actually get those backups up and running. So, really physically testing your environment as well is critical because things – like Paige said – are constantly changing. So, absolutely, you want to run through that plan at least once a year.

Alaine Fulton: And I would even say on the physical side, testing your connections, testing your network and all of that even probably twice a year. But, yeah, that way everybody knows what they should be doing, it’s well practiced, and I think that’s super important.

Lee Kantor: And you want to be doing it when there’s no stakes now. Like everybody’s calm, this isn’t a crisis, so that when the crisis comes in, you already have some repetitions. You have some, you know, experience of having done it. You don’t want the first time to do it when it matters.

Alaine Fulton: Yes, absolutely. And I think having cloud backup or having backups kind of gives people peace of mind as well. You can take the state that you’re in today and you can have backups on a per minute basis, on a 24-hour, on a weekly basis, just really kind of depends on what that downtime looks to you. But then, you can just go ahead and circle back to that old data, so you’ve preserved that. So, having those type of backups.

Alaine Fulton: We don’t recommend on site. There’s best practices around that. But that’s also kind of being proactive. If something happens, you don’t have to pay the ransom. You have all of your data. It’s all solid. And that’s another definitely highly recommended.

Paige Goss: I’m so glad you mentioned this, because this is something we see over and over and over where companies don’t have backups on email, on files, on basic things that help operate your business successfully. And so, as a WBE, as a small business, it’s the first thing I would say to do outside of checking your updates and kind of everything we talked about, is, figure out a backup solution, because then it’s business continuity, it’s disaster recovery, it’s incident response, lack of follow up that you have to do.

Paige Goss: I mean, there’s just so many advantages if you have a good backup solution. And I completely agree, it’s a relatively inexpensive technology to deploy most of the time, which can be just a massive risk aversion technology. But also just sort of this relief of like, okay, it’s not a matter of if, it’s a matter of when, and I’m good.

Renita Manley: You mentioned recovery, so I was wondering, what’s the first step to even figuring that out? Like, as a small business owner, I just heard you talk about disaster recovery, so now I’m like, “Oh, my gosh. I don’t even have a disaster recovery plan.” What should be my first step to make that happen? Let me see. Alaine, you go.

Alaine Fulton: I think, first of all, looking at your network infrastructure. What are your connections? Where are your remote workers? On the physical side, do they have firewalls on their remote laptops? Do they have antivirus? So, really kind of looking at the network as a whole, but then also looking at, again, those critical applications.

Alaine Fulton: Are a lot of your businesses based on a POS? Do you store credit card information? Do you store any type of personal identifiable information? There’s going to be compliance rules around that. If you don’t store that, do you store that with Microsoft or Google? Because even though they’re Microsoft or Google, they’re protected on theirs. That doesn’t mean that you are protected per se. So, what is that information that needs to be protected?

Alaine Fulton: I know companies use Dropbox and all that. Those are great, but you’re still kind of reliant on – I mean, they’re good for SMB. But I would, again, just kind of look at your critical applications, what data. What do you need to function? You know, if you cut your leg off, what would you need? You need a crutch, right? So, really kind of understanding what drives your business and starting to kind of hone down on that. And that will help with your disaster recovery plan is kind of going down the line as priorities in regards to how you can kind of continue your business.

Lee Kantor: So, how do you manage kind of from a human standpoint, the person who clicked on the thing, they’re the ones who set this whole thing in motion. Is there some best practices you’ve learned on how to manage kind of how they’re feeling and their responsible, and how everybody as an organization, the culture of it, how it handles that type of kind of inadvertent mistake that’s really messed things up?

Paige Goss: Yeah. I mean, I think we’ve all clicked on something, right? I own and run a cybersecurity firm and I’ve clicked on things. So, I think it’s just human nature. We’re all moving fast. We get hundreds of emails. So, I think having a culture of we all support each other and this is a enterprise or company wide initiative, not just an IT issue or initiative, not just a risk management issue.

Paige Goss: I would probably argue now it’s becoming a huge sales initiative of where, you know, sales and cybersecurity are becoming revenue adjacent. Where without some of these cyber policies and practices and some of the standards that companies need to now adhere to, you’re not even getting to go to that from a sales perspective.

Paige Goss: And so, I think, Lee, having a culture of this is just who we are, we’re a cyber aware firm and things are going to happen, but our job is to not let it impact us from your reputation standpoint, not let it impact us from a financial standpoint. And I think the more you get people bought into that, the better it is because somebody already clicked on something. It’s just is a matter of if it went anywhere or not, and some did and some didn’t. And so, I think just having an open conversation about the importance of this tied to the long term success of the company is important.

Alaine Fulton: Yeah. The mistakes are going to happen, right? I mean, we’re all human. So, I think when you have a mistake, it’s a learning exercise for everybody. I mean, the biggest thing is don’t hide it. Tell somebody. The quicker you know about it, the quicker we can respond. And that does come down to culture, so I agree, Paige.

Lee Kantor: Now, you mentioned that no company is too small to kind of be vulnerable. Is there a size of an organization or an amount of revenue that they have to be at in order to put in place some of these protections? Because you’re mentioning a lot of things. You mentioned secure backups. You mentioned cyber insurance. You mentioned partners like both of your firms. Like all this sounds very expensive, so what size do they implement some of these more expensive solutions? And then, is there solutions for people who aren’t at that size yet? Paige, do you want to take a swing at this?

Paige Goss: Sure. Yeah. So, I mean, again, every business is different because you can be a ten person company but have extremely critical data. You can have credit card data. You could have CUI, which is for the Department of Defense, et cetera. So, I think everybody’s business, Lee, is a little bit different.

Paige Goss: But I would say just as a baseline, it doesn’t have to be over architected. It doesn’t have to be overengineered. You can do a lot of what we’re talking about with better Microsoft licensing, which doesn’t break the bank. We’re not a Google shop, but there’s a lot of things that are built into Google now that you can deploy.

Paige Goss: And I would say, you know, just have a conversation with other companies in your industry and that are similar size and ask what they’re doing. There’s a lot of best practices out there for businesses of all levels. But start with, again, the basics. Alaine mentioned, there’s some MFA that’s free. There’s some Microsoft licensing that you can get upgrades to. And you can deploy some of these sort of baseline cyber tool sets for relatively inexpensive – excuse me – that are relatively inexpensive.

Paige Goss: And then, I think as you grow, it’s, again, what’s the value for you. So, if it’s important, then the dollars aren’t as hard. If this is something that will either put you out of business or will be a critical piece that you can’t continue to operate like you were. So, I think most of our clients, yes, are a little bit larger, but not large. Like we have lots of companies that are in the 10 percent plus range that we do basic cyber hygiene for. And so, it doesn’t have to be a big company, I think, to have an impact.

Renita Manley: Alaine, I want to ask you this question, what’s like the basic difference? I mean, as we’re all talking, I’m just thinking like what’s the basic difference between a cyber attack and internet outage? And as a small business, do I need to prepare for each of those threats differently or about the same? And I’m talking about a prolonged internet outage, maybe like two days or something.

Alaine Fulton: Right. So, for us, I think the key difference is intent versus impact. So, an internet outage is like a storm, right? You can kind of wait it out. It’s not that critical. You can use like a mobile hotspot or you can use a backup internet connection. There’s ways kind of around that.

Alaine Fulton: With cybersecurity attack, it’s kind of like a break in, somebody’s breaking into your house. So, you have to be a lot more diligent with that. You have to act fast. You have to contain the damage. You have to recover some of your work. So, an internet outage may put you out, but you can go to the Starbucks and connect to any type of Wi-Fi.

Alaine Fulton: So, obviously, large companies that are running infrastructure and data centers, let’s say, they need that 100 percent uptime. So, making sure that you guys have UPSs, that you have some sort of backup, even if it’s like a 4G mobile hotspot, like I said.

Alaine Fulton: So, you know, there’s a lot of easy ways to kind of have some internet backup, but I would say the attack is really going to kind of put businesses to their needs, and that’s where you want to prioritize that.

Lee Kantor: Now, before we wrap, is there a story you can share – we’ll start with each of you – maybe where you helped a client, where they were going through something, and then you were able to help them get back on track, and then maybe protected them for the future. I know that you mentioned that one thing that was the startup that was able to get acquired eventually. But is there another story,maybe, Alaine, you can share that you were able to help a firm get through a rough time?

Paige Goss: We are predominantly more on the forefront, so we do have kind of SMBs all the way up to enterprise. So, we try to get ahead of a lot of this, so our focus is really documenting all of the policies, the procedures, kind of anticipate what can happen. We do have resources, and Paige’s company as well, where we can help after the attack.

Alaine Fulton: But we are really integrated in to, you know, when something has happened, we help them, we walk them through it. We call the providers, we work with that. So, we help kind of quarterback that, I would say, a little bit more than actually doing the remediation. We also rely on penetration testing, and that way we can kind of foresee where those holes are, where those gaps are.

Alaine Fulton: So, I would say we’re more on the the defense – or the offense side, I should say, to protecting environments and it’s been really helpful for organizations. Again, that does come with a cost. But again, it really depends on, you know, the size of the organization and how you’re running your business and what kind of data that you guys keep.

Lee Kantor: So, what is the pain they’re having right before they call you? Did they just have something or they got a scare? Like what occurred that spurred them to contact you?

Alaine Fulton: It was a third party company. So, we also do that as well. So, any organizations that are working with a third party company, we actually do assessments on that. Because, you know, company A, our client, they’re responsible to the end customer. Well, if they’re using Google Cloud or they’re using Dropbox, or what have you, they’re liable for those third party companies. So, it was a third party company that was breached. We had the assessment completed where that third party company said we checked all the boxes, we were compliant. Turns out that they weren’t.

Alaine Fulton: So, I protected my client because we did our due diligence to make sure that they said that they were compliant, when actually they weren’t, and that protected them from a lawsuit or having to pay out any of their customers. That third party is responsible for that. So, we saved them a lot of money in that sense.

Paige Goss: Alaine, that’s such an interesting example. We tend to go the other direction where our clients are getting security questionnaires from their clients. So, we have a lot of examples where they reach out to us, what has just happened is that their sales team gets a five-tab Excel spreadsheet on all of their security for the organization. And they basically say, crap, I have no idea how to fill this out. I have no idea if we have all of this or not. Or their clients are saying, you have X amount of time to go get a third party certification, ISO 27001, SOC 2, CMMC, et cetera.

Alaine Fulton: So, a lot of our business is driven from our customers, their customers pushing down hard core cyber requirements, and we get brought in to help them sustain that revenue and to help them grow, again, like I mentioned earlier, sort of turning cybersecurity into a revenue adjacent initiative, and it’s been extremely powerful. So, we also are on the front side. We don’t do the incident response as much, but more from a client requirement versus a third party risk, which is great that between the two orgs, we sort of covered the entire supply chain from what it sounds like.

Alaine Fulton: Yes, absolutely.

Lee Kantor: So, you’re kind of insurance for them before they need it.

Paige Goss: Yeah, that’s the goal, and really insurance plus. We hope that what they get out of working with us is that they become a lot more competitive in the market, they have these cyber requirements. So, Alaine and her company, as a third party reviewer, our clients don’t have to worry about that. They’re like, yes, we’re good, and here’s our third party attestation, or here’s our third party certificate. So, it becomes a competitive advantage.

Paige Goss: And a lot of our clients, including ourselves, we went in, leaned in even as a small firm, and that’s been extremely helpful. We’ve landed a ton of business because we had these cyber controls already in play and we didn’t have to spend the next 18 months trying to get there.

Lee Kantor: Well, Paige, if somebody wants to learn more about Point Solutions Security, what’s the best way to connect?

Paige Goss: Yeah. So, you can find me on LinkedIn, so Paige, and then it’s P-A-I-G-E, and last name Goss, G-O-S-S. The company website is pointsolutions-security.com. We also have a LinkedIn page that you can visit. And I think my WBE profile is somewhere where you can find me from our recent certification ourselves.

Lee Kantor: And, Alaine?

Alaine Fulton: Yes. I’m also on LinkedIn. It’s Alaine with an A, Fulton, F-U-L-T-O-N. The company is safehavensolutions – with an S -.com. And we are also in the WBE directory, I’m sure, somewhere.

Lee Kantor: Well, thank you both for participating in this. You shared really important information. Renita, anything else?

Renita Manley: Nothing. Just want to remind everybody listening to make sure you come to our Unconventional Women’s Conference on July 23rd. And we also have our WBEC-West conference that’s coming up in October. It’s going to be in Phoenix, Arizona. So, if you’re interested in that, make sure you go to our website, wbec-west.com, go to our events tab and learn more about it.

Lee Kantor: Well, Alaine and Paige, thank you so much for sharing your stories today. You’re both doing such important work and we appreciate you.

Alaine Fulton: Thanks for having us.

Paige Goss: Thank you so much.

Lee Kantor: All right. This is Lee Kantor for Renita Manley, we will see you all next time on Women in Motion.

 

Tagged With: Digital Disasters, Point Solutions Group, Safe Haven Solutions

BRX Pro Tip: Asking the Money Question

July 7, 2025 by angishields

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BRX Pro Tip: Asking the Money Question

Stone Payton: Welcome back to Business RadioX Pro Tips. Lee Kantor and Stone Payton here with you. Lee, let’s chat a little bit about asking the money question.

Lee Kantor: Yeah. And I know this is something that is important to you and it is something that you are doing a great job with and that I’ve learned from over the years of working with you. But there is a secret, life hack tip, about how to ask that super difficult, uncomfortable question when it comes to sales. When you ask your prospect if they really do have the money to do the deal and it’s something that you do in a great way, in an elegant way, every single time, you just straight up ask them.

Lee Kantor: I mean, it doesn’t have to be a big deal. It doesn’t require a big lead-up and some, you know, dramatic music playing. Just do it matter of factly. Simply ask them the money question. It’s not that difficult. Your service costs, what it costs. You shouldn’t be hiding from that fact. It shouldn’t be something that you sneak in. It is what it is.

Lee Kantor: And if you feel weird about the price, that’s your own mental constraint. That’s you self-sabotaging yourself. I mean, if it requires you to sit in front of a mirror to practice quoting price until you can do it without stuttering or hedging, then do that. But your price is your price. This isn’t something that you should be quick to negotiate down on. This should be something that you should be proud of and feel confident that you’re providing such value that they’re getting a deal no matter what the price is.

Lee Kantor: So, don’t make the money question into a big hairy deal. It is what it is. Just like your price is what it is. You shouldn’t have to be ducking this or hedging on this. It should just be spoken as a matter of factly as any other piece of information you have about your service or their business.

Stone Payton: Well – and the other piece of this is communicating the answer to the money question either before or after and it can work both ways. But if you just communicate very clearly, very confidently, what the fee structure is, what the price is, and then you ask them if, you know, in their opinion, do they feel that that investment is something that they have, or how do you feel about that, or do you feel like you can afford it? Do you feel like you’ll get your return on that financial investment? If your every bit is candid with what the price is, then it makes perfect sense for you to be very candid and straightforward in asking the question.

Stone Payton: The two go together and you should have a good, clear answer. You shouldn’t be making up the answer every time you’re talking. You should know what the answer is and you ought to be able to communicate it. There’s some science that says talk about a range. There are others that say, you know, tell them $2,348.17. And most cases I do the latter. And then, I’m pretty quick to follow that up, “You know, how do you feel about that? In your opinion, do you feel like that’s a good investment for what we’re describing?” Get that answer. Don’t leave that out there hanging because that energy does not serve in the conversation or the process at all.

BRX Pro Tip: B2B Podcast Guest – How to Get Invited Back

July 4, 2025 by angishields

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BRX Pro Tip: B2B Podcast Guest – How to Get Invited Back

Stone Payton : Welcome back to Business RadioX Pro Tips, Lee Kantor and Stone Payton here with you. Lee, let’s talk about being on the other side of the mic, because being a guest on B2B podcast can be an incredibly fruitful strategy. There’s getting invited, but maybe more importantly, getting invited back.

Lee Kantor: Yeah, I’ll tell you a couple of reasons why I invite someone back. And then I think that that might help the listener who’s thinking about becoming a B2B podcast guest, if they intend or would like to be invited back in the future to any of the given show that they’re trying to get on. And if you’re putting a large effort into getting on shows, you should be putting on an even larger effort on delivering value back to the show and the host in order to get invited back. So here’s a couple of things they can try.

Lee Kantor: Number one, deliver some of the post-show assets and promotion that you create from being on the show, and share them on your social media channels. Tag the guest and the show. But you have to go beyond just sharing the episode. Take the content and create new content from it.

Lee Kantor: Create audiograms, create a quote graphic. Do a LinkedIn post about your experience and promote the episode multiple times. Don’t just promote you were on the show and then you’re like, “Hey, I was on the show and here’s the link.” That’s table stakes. That’s the beginning.

Lee Kantor: You should be using that content throughout the year. And every time you use the content or a chunk of the content, tag the host, tag the show. Make sure that the host and the show know that you’re sharing the content so they can reshare your content. It’s only in your best interest, and plus it reminds them of, wow, this guest is really getting a lot of leverage out of their show, and it’s helping my show reach a new audience, and then it’s helping them show how unique and special they are.

Lee Kantor: So if you look at your guest experience as, hey, I’m partnering now with this show, I’m going to do these things to help them, help more people become aware of their show, and also my interview. So, more is better in this regard.

Lee Kantor: Then another thing you could be doing to help the show is be a connector and an advocate for the show. After your appearance, introduce the host to other guests that might be good fits for the show, other sponsors who might be good for the show, other collaborators who might be good for the show.

Lee Kantor: Don’t use these interactions as one-way streets. You can be serving the host of that show they got you on. They let you talk about what you do, do things to reciprocate back to them. You know the hosts are going to remember and reward the guests who help them grow their show or their business, and not just perform well on the air. That’s table stakes.

Lee Kantor: You have to do more than just showing up and being smart on the air if you want to be invited back.

BRX Pro Tip: B2B Podcast – What Kind of Host Am I?

July 3, 2025 by angishields

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Stone Payton : Welcome back to Business RadioX Pro Tips, Lee Kantor and Stone Payton here with you. Lee, we work with a great many hosts throughout the Business RadioX network system. Maybe it would be helpful to share an idea or two that host or aspiring hosts ought to be thinking about.

Lee Kantor: Yeah, I think one of the things when you’re thinking about becoming a podcast host or a podcast host, you have to understand your voice and what is your kind of persona on the air. Every great podcast host brings their own kind of unique style and authenticity to the microphone. But you have to ask yourself, what kind of host am I? Am I the expert? Am I the one that’s guiding listeners with deep insights? Am I a connector? Am I sparking conversations between fascinating guests? Am I an entertainer who’s keeping things lively and engaged? Or maybe I’m just a learner. I’m asking questions of the audience is dying to know.

Lee Kantor: Knowing your hosting style is just more than some sort of personality quiz. It’s going to shape the show’s tone. It’s going to shape who your guests are, and it’s going to shape the audience’s experience. So lean into your strengths and don’t be afraid to change over time.

Lee Kantor: But the best hosts are self-aware, they’re adaptable, and they’re always focused on creating value for their listeners. So take a moment to reflect. What’s your natural approach behind the mic? How do you want your audience and guests to feel after every episode? And when you know your style, you can build a show that’s really authentically you.

From Cash Flow to Compliance: What Every Business Owner Needs to Know Before Selling

July 2, 2025 by angishields

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From Cash Flow to Compliance: What Every Business Owner Needs to Know Before Selling
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Brought to you by Diesel David and Main Street Warriors

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In this episode of Cherokee Business Radio, Joshua Kornitsky speaks with David Shavzin, Shelly Gibson, and Amy Robinson. Shelly, a business broker, shares insights on preparing businesses for sale, emphasizing the importance of accurate financials, cash flow, and early planning. David offers his expertise on business exit strategies and succession planning, highlighting key steps owners should take to maximize value and ensure a successful transition. Amy, an HR consultant, discusses the value of tailored HR support for businesses of all sizes, focusing on compliance, employee relations, and the need for proactive HR management. Together, they provide practical advice for business owners on maximizing value and ensuring smooth transitions, whether selling a business, planning for succession, or strengthening HR practices.

Shelly-Gibson-bwShelly Gibson has over twenty-seven years of successful executive management, business development, and operations experience.

She is a Principal/Agent with Transworld Business Advisors. As a Business Broker, Shelly values the relationships made in her community to support mutual success and reputation.

Connect with Shelly on LinkedIn.

Amy-Robinson-bwAmy Robinson is an HR professional with over 13 years of experience helping clients grow strong teams while staying compliant with the ever-changing HR landscape and creating environments where people actually like showing up to work.

Over the years, she’s done a bit of everything – employee relations, performance management, process and procedure creation and implementation, employee handbooks, personnel file and I-9 audits, employee investigations, EEOC responses, etc… you name it, Amy’s done it!

Amy is passionate about creating positive outcomes for her clients and aligning the support options that she can offer with what the business truly needs. She focuses on clear communication, problem-solving, and bringing a human touch to HR, whether it’s navigating tough situations or celebrating team wins.

Amy enjoys her affiliation with the Kennesaw Business Association as well as serving on their Super Women’s Committee. She loves spending time with her three adult children and their families, especially her sweet granddaughter and look forward to welcoming another grandbaby in October.

Connect with Amy on LinkedIn.

David-Shavzin-bwDavid Shavzin is President and Founder of The Value Track. He is an M&A Advisor and Business Broker – really an Exit Guide – helping business owners with a single focus: a smooth and timely transition of a lifetime.

Too often, they have not built the value they need and are unprepared when the time comes to put their transition into action. David guides clients through goal setting, exit planning, value growth, and then the sale of their company.

He founded The Value Track in 2000, combining his M&A, value creation, and exit strategy experience. He is Co-Founder/Past President of XPX Atlanta (Exit Planning Exchange), 20 years a Certified Management Consultant, and a frequent speaker on these topics to both business owners and other professional advisors.

After 5 years in banking and finance, he spent 12 years with life sciences company Sanofi/Aventis. He spent 4 years in Paris, where he worked in finance and M&A roles. Then, 8 years in Atlanta leading the Quality, Finance, Supply Chain, Customer Service, and IT functions within a $175M subsidiary before launching The Value Track.

Connect with David on LinkedIn.

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios in Woodstock, Georgia. It’s time for Cherokee Business Radio. Now, here’s your host. Broadcasting live from the Business RadioX Studios in Woodstock, Georgia. It’s time for Cherokee Business Radio. Now, here’s your host.

Joshua Kornitsky: Welcome back to another exciting episode of Cherokee Business Radio. I’m your host. Joshua Kornitsky professional iOS implementer, and it’s just so great to have you here with us today. I’ve got a studio full of incredible folks. I can’t wait to get to them. So let’s just jump right in. My first guest is Shelly Gibson. She’s a business broker with Transworld Business Advisors. Good morning Shelly. How are you?

Shelly Gibson: Good morning Joshua I’m great. Thanks.

Joshua Kornitsky: I’m so happy to hear that. So what do you do? How do you help people?

Shelly Gibson: So I help business owners. When they are ready to exit out of their business, I help find a buyer for them and get them one step closer to retirement.

Joshua Kornitsky: Okay. And how did you become a business broker?

Shelly Gibson: Yeah. So I’ve been doing this three years now. When I exited corporate America, uh, there was somebody that I had worked with in my first career. Um, we had worked together about ten years and then took a little break on my second career, and he had started business brokerage, and, um, was like, I need my my former work spouse with me. Come do this with me. And I’m like, great, what is it? And um, and went and got my real estate license, which the state of Georgia requires, even though in most cases I’m not selling real estate. And yeah, then I’ve been doing doing this since since then.

Joshua Kornitsky: That’s fantastic. And is it work that you find rewarding?

Shelly Gibson: Absolutely. Um, I mean, I’m a numbers geek, I like panels, I get to look at that. Um, and then I’m helping business owners, you know, it’s it’s it’s exciting when they can go to the closing table and say, now I can just take a sabbatical.

Joshua Kornitsky: So, okay, let’s let’s begin at the beginning of that journey. Right. So when, when a business owner is thinking about bringing their business to market or selling their business, you know, is it they pick up the phone, they make a phone call, and, uh, that’s it. They’re good to go. 20 minutes later, they sell their business. How does that process work? Well, when when should they reach to you? How about that?

Shelly Gibson: Yeah. I mean, they should reach out. Reach out to me as early as possible once they’re thinking it about it. Um, they really should be thinking about exit planning before they get to me. Um, but once they get to me, I’m going to give them what their, their business is worth right now at this point in time for them to make a decision on, to move forward or not. Okay.

Joshua Kornitsky: And what are the types of things that you help them understand broadly? Because obviously every case must be different.

Shelly Gibson: Right. And the number one thing is cash flow. It’s king. Um, cash flow is king. That is what a buyer is buying. Um, so understanding the cash flow and looking at trends, um, there’s other factors that may affect the multiplier to go up and up and down a little bit, but it’s really cash flows.

Joshua Kornitsky: Okay. And you know, what are some of the more common questions that they ask you?

Shelly Gibson: What’s my business worth? That’s always.

Joshua Kornitsky: Fun. Yeah. Sure.

Shelly Gibson: Okay. Um, yeah. That’s how long will it take to sell? Do you have somebody right now, um, that’s wanting that or that’s wanting this. They think, um, their industry sometimes, or they think maybe it’s the location. Um, I’m helping them understand one one of their business, but two, they also have to get in the mind of the buyer to who’s going to be buying their business and what does that look like?

Joshua Kornitsky: Sure, that makes sense. And with something like and I’m sure you can’t give a specific answer, but with something like selling a business, you know, what do you say is the average amount of time nationally?

Shelly Gibson: It’s nine months to sell a business once it hits the market. That’s not industry specific. Um, that’s not Georgia. That’s not my brokerage necessarily. There’s a lot of factors that go into.

Joshua Kornitsky: Well, and I’m sure that there are certain types of businesses that that might be hotter at certain times than others, and certainly people that believe their business to be in a desirable space. And you must be a part time therapist as well.

Shelly Gibson: You have to walk them off the ledge a little bit or or just explain? Yes. There’s there’s a lot. Yes. When there is due diligence that takes a lot of time and effort out of the seller. And yes, I’m I’m the therapist during that time.

Joshua Kornitsky: Fair enough. And again understanding. So I’ll stop saying it that every circumstance is going to be different related to the specific organization and their details. What are um what are some of the things they can do to help shore up their business before they decide to bring it to market, to sell?

Shelly Gibson: Yeah. Great question. Um, so what I look at their financials. Do the financials make sense? Um, have good financials, keep good book records. Um, having standard operating procedures in place, written, um, so that they can, when they remove themselves out of the out of the business, the new person, there’s already a plan in place removing them out of the business. Um, is the owner of the business. The business. So the more they can separate themselves from the business and have a step, it’s going to make it more valuable. Do they take vacations. Or if you say the word vacation, I can’t. I’m a business owner, you know. Then then they’re really involved in the business. A little less appealing to a buyer.

Joshua Kornitsky: Sure. And I imagine that it must take some time for them to adjust and and get things ready. So that’s why you had said they they should engage you a little earlier in that process than absolutely, perhaps expecting to pick up the phone and make a fast track.

Shelly Gibson: Well, I got to give them a reality check. Right. So people think their business is worth usually more than it really is. And I have to give them the true number of what I think it would sell for. And if that’s not going to work for them at this moment in time, then they got to figure out what they’re going to do to get to the number that they want to retire with.

Joshua Kornitsky: What are some of the surprises that you find in in a positive way? Let’s look at the positive side rather than than the negative side. What are some of the things that you’ve learned on this journey, as you’re working with businesses that can help other businesses be in a better place?

Shelly Gibson: Um, I don’t know if surprises. Um. Um, definitely the books. Um, I get really surprised.

Joshua Kornitsky: So it’s really the finding.

Shelly Gibson: I mean, it really is. And it’s amazing how many small business owners don’t necessarily keep up with their books, or if you ask them if they have a year to date PNL. And then you have to explain what A is, a profit and loss statement. That’s not usually a good sign.

Joshua Kornitsky: Okay. And and with that type of thing, do you have the the tools or the direction that you can offer them to to sort of get things on track? Obviously you can’t do it for them. Um, but do you have resources you can point them to to help them out?

Shelly Gibson: Yeah, absolutely. Or refer, you know, um, maybe it’s that they’re missing. They need a, um, a fractional CFO to come in and help them with that. Or maybe they do need to hire a bookkeeper. Um, kind of point them in what I think if if it’s not sellable right now, then why. Sure. And depending on what that is, give them the right direction on that.

Joshua Kornitsky: That makes sense. And it’s good. So you’re good to have as a resource. It sounds like for any business owner that that’s even considering.

Shelly Gibson: Absolutely. Yeah.

Joshua Kornitsky: Right. And one of the things that always seems to occur to me is, is in every industry, right. What are some of the myths people believe about selling their business, whether or not they are accurate? And if you could shed some light on that, I think that might help people understand.

Shelly Gibson: Yeah. So on the sales side, um, they think that their business is going to be valued off of revenue. Okay. Um, I, well, I did $1 million in revenue last year, but you did a $1,000 in profit or $10,000 in profit. So it’s, it’s that sometimes shocked them. It’s really about the profit. Some of those expenses in there we look at and we dissect a little bit, um, where the new owner may not take on those same expenses. So we do definitely consider that in the valuation. But that’s usually the most one of the most surprising things to them. Um, they think just the name alone that somebody’s going to buy based on their name. Yes. And they also don’t understand how is the buyer going to pay for it? Um, so they may not. Um, they think the buyer may have the cat. I want $1 million for my business. Most buyers don’t have $1 million in cash. There’s going to be a loan, um, an SBA loan involved at that level. And so then it’s also okay, what is the SBA going to lend on your business? And that can be a little bit of a gap from the seller’s expectations, um, to what the bank would be willing to loan on.

Joshua Kornitsky: And so if I made to me that that presents an interesting question is, do you help your clients understand what SBA uses to evaluate?

Shelly Gibson: Yes. And that’s how I, I do my valuations as well. If I know this is going to need a loan, um, then I’ve got I’m going to I’m actually going to partner with SBA lenders that I know and have relationships with before I take it to market. Oh, wow. And send them the financials or send them my recast, we call it. And hey, what would you loan on this business? They have to qualify the buyer to, but they have to qualify the business. And if the business they have, you know, to service the debt ratio, I’m not going to try to get to the bank.

Joshua Kornitsky: You’ll lose me.

Shelly Gibson: Too. But out here. But but they’ve got to understand what is the the history of that business that they’re going to be willing to loan loan against. And you’ve got to set your sales price based on that.

Joshua Kornitsky: Okay. Well, that makes really good sense to to help people understand some of the things that they need to know. Sort of on the front end. Um, in, in your you’d mentioned earlier that you had spent a few weeks in corporate America.

Shelly Gibson: Yeah.

Joshua Kornitsky: Facetious. During your time in, in corporate America, were there any are any of those skills, skills that help you now things that you learned in that environment?

Shelly Gibson: Oh, yeah, absolutely. I mean, I was a multi-unit leader with two different companies. And so each location was responsible for their own profit and loss statements. And I was overseeing each location. Then the area, the district, the region.

Joshua Kornitsky: It’s like you were running multiple businesses.

Shelly Gibson: So. Exactly.

Joshua Kornitsky: Does that give you good insight?

Shelly Gibson: Absolutely. I see you think the big company makes all this money, but the one location is responsible for that manager’s salary. How? Well that one location does really is determination of of the profit of that which has helped me today.

Joshua Kornitsky: It brings up an interesting side question. Uh, are you able to help businesses that have multiple locations? Is that or is that any different than selling a single point?

Shelly Gibson: Um, it’s typically not different in sometimes. Yeah. Um, there are businesses that have more than one location and you value them. You know, you may find a buyer that wants both. You may find a buyer that wants one. So you could put it on the market together or separate.

Joshua Kornitsky: Okay. Well that makes good sense. And I always like to ask sort of a thinking question as well. You know, what are some of the biggest lessons you’ve learned on this journey from corporate America to to business broker? What are some of the things that you’ve personally taken away?

Shelly Gibson: Mm. Great question Joshua. Um, you know, I have learned, um, just having your people, um, to collaborate with, um, is very important. You know, like I said, I mentioned the SBA lenders before, right? Um, so that’s a lesson. Having that relationship with people, I can help them if they get the if they go through them for the loan. But they’re helping me understand, um, how to appropriately value a business on if it’s going to need a loan. Um, mentioned fractional, you know, CFO that I can refer to to help grow that business. So I’ve learned a lot of that, like really using my network and relationships of these other great people I’ve met, um, that don’t necessarily are buying or selling a business. Um, but they can help. We can all help each other. So just the networking piece is really impacted. I guess my career on this. That’s collaboration.

Joshua Kornitsky: Great insight and a great message for anybody listening, no matter what space they’re in is, is it’s it’s uh, as Daniel or Dan Sullivan puts it, it’s who not how. Right. Getting getting the right people to help you make the progress you need to make. Well, I can’t thank you enough, sir. Is there any other points we missed? Anything else that that I should ask that I didn’t?

Shelly Gibson: Um, I think we hit them all. Yes, absolutely. Um.

Joshua Kornitsky: How do people get in touch with you? We didn’t talk about that.

Shelly Gibson: Oh. Well, um, you can reach me by phone. Email? I’m on LinkedIn as Shelly Gibson. Um, Transworld Business Advisors.

Joshua Kornitsky: And we’ll share all of your contact information on our site when we publish. Uh, but I always like to ask if there’s a number you want to give out. If people have questions, are they welcome to call you?

Shelly Gibson: Absolutely. Yeah. Six. Seven. (678) 978-9514. That is my cell phone number. I’m a Cherokee County resident right here, so yeah, give me a call if you want to talk.

Joshua Kornitsky: Just out of curiosity, do you only work in Cherokee?

Shelly Gibson: No. Absolutely not, absolutely not. Excuse me. I am all over, um, Georgia. Really? It doesn’t even have to be Atlanta.

Joshua Kornitsky: Fantastic. Well, Shelly Gibson, Business Burger with Transworld Business Advisors, I can’t thank you enough for sharing your knowledge and your insight. Uh, if you have the time, please stick around. We’ve got two more wonderful guests. I’d love to hear you. So thank you so very much.

Shelly Gibson: Thank you. Joshua.

Joshua Kornitsky: My pleasure. So my next guest, I’ve had the pleasure of knowing for a little while, and I have to say, uh, she may be the most patient person that I’ve ever met because we’ve had to reschedule a couple of times. Uh, please let me welcome you to the studio. Amy Robinson. Um, from Intrinsic HR Business Partners.

Amy Robinson: Thank you. Joshua, I’m thrilled to be here. And I really appreciate you having me along for the show.

Joshua Kornitsky: I’m just happy to have you here to talk and tell us about Intrinsic HR business partners. Tell us what you do.

Amy Robinson: Yeah, well, we are an HR consulting company. And, um, you know, we service all sizes, all sizes of business. Um, those who have internal HR as well as those companies that don’t feel that they’re large enough for, you know, a dedicated HR person. So we, you know, partner with those companies. We, um, we get to know them, we get to know their businesses, and we do whatever we can to help them with any HR need essentially, other than payroll and recruiting. But, um, other all of the other HR services that you would think of as far as compliance, everything from compliance to employee relations to personnel files to I-9, to I-9 audits, to handbooks, um, we can manage FMLA Leave.

Joshua Kornitsky: Okay.

Amy Robinson: Everything you know runs the gamut.

Joshua Kornitsky: Well, so is this just. Excuse me. Uh, a single package. You just drop on everybody.

Amy Robinson: Oh, no. Absolutely not. Everything we do is customized. Um, one of our our our biggest selling service is what we call our on call service. And it’s just like having an attorney on retainer. My clients, um, if they have the on call service, can call me at any time with any issue. And I will be their helpdesk.

Joshua Kornitsky: Okay. Well, with HR stuff though, that that must lead to some very, uh, let’s go with interesting calls.

Amy Robinson: Interesting is the word Joshua. Um, I’ve thought of writing a book or having a reality show, um, because it is so entertaining. Some of the calls that I get, you know, some of the most recent ones are, hey, Amy, I’ve got two guys fighting out in the warehouse. What do I do? Um, you know, just crazy things like that, that, that, that people need help with. A lot of it is in regard to employee relations. Those on call, All, um, phone calls and emails that I get from my clients. But as far as what we offer, we don’t have just standard packages. We get to know the clients we get, talk with them and see what their needs are, and then offer them a customized, uh, group of support services.

Joshua Kornitsky: Okay, so it’s a tailored offering.

Amy Robinson: Absolutely. Very customized.

Joshua Kornitsky: And is there a minimum size organization?

Amy Robinson: Not at all. Not at all. I mean, I had a client with five, five employees. You know, my philosophy is if you have employees, you need HR. Sure. No matter what. No matter how small you are, no matter how large, no matter how long you’ve been in business, I find that a lot of my customers started very small family businesses. And fortunately, they’ve grown to be very large, um, very thriving businesses. And they’ve never had HR. And now they find that they need it. And so I call the transition. They’ve gone from a lemonade stand to a corporation. Okay. And now it’s time to have some official processes and procedures in place to to protect that business, but also to promote a very positive and healthy culture.

Joshua Kornitsky: So that’s interesting because a lot of times as people scale, and I see this in some of the work that I do, companies, particularly entrepreneurial companies, tend to grow organically and they solve their problems as they come up without really thinking about the long term.

Amy Robinson: Absolutely.

Joshua Kornitsky: So when when you do get engaged in that lemonade stand that that grew into a form, more formalized corporation, um, assuming they ask for your help on on things, do you help them sort of evaluate the current state?

Amy Robinson: Absolutely. The very first thing I’m always going to do is get them compliant. Um, many are out of compliance. You know, many people don’t know how to fill out an I-9 form or how to correctly store them. Um, you know, um, document retaining is huge and, and a lot of people don’t have, have no idea about that. So the, the very first thing I do is evaluate their situation, potentially audit some of their files, their I-9, their personnel files, and make sure that they’re compliant.

Joshua Kornitsky: Well, so you had said that that sometimes you’re also supplementing an existing HR department rather than someone that doesn’t have one. Uh, I imagine that’s very helpful for that environment where they kind of don’t know what they don’t know exactly.

Amy Robinson: I find that that most of my clients, their HR person, is not a truly trained HR professional. There’s someone that was hired for a different role who did very, very well. And when the company decided that they might need HR, they promoted that person into HR. And they’ve they’ve never truly had HR training and they’re relying on Google.

Joshua Kornitsky: That is not always a safe bet.

Amy Robinson: It is not.

Joshua Kornitsky: But I once googled a recipe that required four quarts of broth rather than four cups, and we had a very expensive soup. I don’t use Google for certain things.

Amy Robinson: You should not. You certainly should not for air.

Joshua Kornitsky: Well, and on that subject, because you talked, you used a word that that often makes people tense. You use the word compliance. And when you talk about compliance, are you talking about to the state of Georgia? Are you talking about to federal employment laws.

Amy Robinson: Both and and state and local laws, you know, county laws and city laws?

Joshua Kornitsky: So what about like we were talking with Shelly earlier. What if you’ve got a business in multiple locations? What if I’m in multiple states? Are you just dealing with Georgia?

Amy Robinson: Oh, no. No. Um, actually, our our parent company, because we are part of a group of companies. Okay. We do business in all 50 states. Oh, really? We absolutely do. Okay. So, no, we are always going to and I have many clients that are out of the state of Georgia. So we are always going to apply both federal and state law.

Joshua Kornitsky: So you keep track of all of those.

Amy Robinson: I do, I do.

Joshua Kornitsky: That must be a busy, busy.

Amy Robinson: It is. It’s kind of the first thing I do every morning is check to see what’s not just come down as rule or law, but what’s in the pipeline, so that I can make my clients aware so that they are prepared for those changes as they come through.

Joshua Kornitsky: When you had said earlier that one of the services you offer is if they need help with like an employee handbook. So when those laws change, what how do you what do you do?

Amy Robinson: Well, they would do a supplement to their handbook. I would I would make them aware of the information. And they could either do an addendum or a supplement.

Joshua Kornitsky: Okay. That makes perfect sense. But they don’t have to, you know, if it’s my company and I’ve got Uncle Joe doing HR who used to work in the warehouse, but it’s too hot out there.

Amy Robinson: Exactly.

Joshua Kornitsky: He’s not going to know that. He’s not. And he certainly isn’t going to know how to how to take action on whatever the change is?

Amy Robinson: No, and that’s exactly what I provide for my clients.

Joshua Kornitsky: Okay. Well. And is that does that also extend to your on call service that if it’s an out of state question if it’s somebody.

Amy Robinson: Yes. So part of that is just keeping them abreast of all of the changes that have come through and making them aware of them as they happen, so that they can make whatever changes need to be made, whether it be in their handbook or their processes and procedures, timekeeping, whatever the issue may be.

Joshua Kornitsky: Okay. And with that type of stuff, we talked about kind of keeping the the putting the updates out there for anything regarding like an employee handbook. But do you help the with the companies that have HR. Do you help educate them as well?

Amy Robinson: Absolutely. Absolutely.

Joshua Kornitsky: What do you do with those types of organizations?

Amy Robinson: Um, I just help again, compliance is the biggest issue. And then I say, what do you need? What is what is first and foremost on your plate. And they might say, you know, my files are a mess. I just need help knowing how to to store these records. You know, my onboarding process. I need help with my onboarding process, and I can help them refine those things and make sure that they are including all of the documentation that needs to be included. Um, I just recently helped two fairly large clients transition to different payroll providers. That is a very tedious job and a large transition to make. So I assisted them with those and getting all of the documents. We’re trying to get as many of our clients as we can to go paperless. And some do and some absolutely don’t want to. They they are older school their manufacturing companies that the grandfather started and he wants he wants to see paper. And so we accommodate those clients and you know, give them the best advice that we can give them And still do things the way they want them done.

Joshua Kornitsky: That makes sense. So. So you don’t tell them what to do, you just advise them.

Amy Robinson: I advise them the end of the day, they are the owners. They’re the decision makers. I’m going to give them the best advice that I can give them, not just for compliance purposes, but for culture purposes, you know, to promote the very best workplace that they can provide to their employees to ensure their success and to just take the weight of air off their shoulders.

Joshua Kornitsky: Sure. And that’s actually, I think, probably a bigger weight than a lot of people realize till it’s grown significantly with the organization.

Amy Robinson: The mistake that people make is you alluded to it a few moments ago. They they become reactive when something happens, rather than being proactive and having HR and HR processes and procedures in place that protect them from those, those big incidents that can happen then that they are frantically trying to respond to and correct.

Joshua Kornitsky: Sure. And let’s. That makes perfect sense to me. Let’s build on that. What are some of the other, uh, misconceptions people have things about? Just air in general.

Amy Robinson: That they’re too small for it. You know, that they don’t need it, that, um, that they have subscribed to this Air newsletter that gives them all the information that they need. Um, a lot of the larger payroll companies offer air service as part of their payroll package and not wanting to speak disparagingly about those, but most of them are AI generated. Um, you’re not going to speak to a person. If you do, you’re not going to speak to the same person twice. I think that’s one thing that sets intrinsic apart, is that we are going to offer very, very personal service. I know my clients, I’ve been to their locations, most of them. I know a lot of their staff. I’ve performed, Um, on site management training or harassment training. And I’ve gotten to know them. I know their stories. I know their situations. So when they contact me as a follow up three months later to a situation that that has already occurred, I know about it and I’m familiar with it, and I know how they run their business. And so my solution to them is going to be based on the fact that I’m their partner. And I am not just a random person at a large corporation who’s going to receive this particular call without knowing all of the history.

Joshua Kornitsky: So and do you share all that information within your team? So if it’s not you that answers the phone someone.

Amy Robinson: I do, but for the most part they’re going to get me.

Joshua Kornitsky: Okay, well they get the expert. Thank you. Thank you I really appreciate this is, um, as you yourself said, it’s sort of one of those common beliefs that we don’t need HR, and I, uh, without boring anybody with my stories, I’ll just simply say, uh, most of the air lessons that I’ve borne witness to as members of a leadership team and as a business owner, uh, were air lessons that typically cost someone a lot of money.

Amy Robinson: They do. They’re painful lessons, typically.

Joshua Kornitsky: Yeah. And if you’re if your mindset is, well, I won’t hire an HR person until I need one. Well, well, that that hire is going to cost you the settlement plus the cost of the.

Amy Robinson: Absolutely, absolutely.

Joshua Kornitsky: That that that’s an expensive way to to tackle your problem.

Amy Robinson: It certainly.

Joshua Kornitsky: Is. It’s like saying I’m not going to do my books until I get audited.

Amy Robinson: Exactly. And I don’t recommend it at all.

Joshua Kornitsky: Well, it is uh, as you said, it’s a tailored service. So if that’s their approach, uh, you got to let them do it. So, um, I, I can’t thank you enough. Is there any other thing you you had shared with me, uh, previously? I know that you’ve done the, uh, the CIP event for, uh, the Governor’s Gun Club. Do you have any do you have anything else coming up right now?

Amy Robinson: Um, well, I’m a part of, uh, Kennesaw Business Association. It’s a thriving organization. And, um, so I’m very active in that. We have our annual women’s conference coming up on August 22nd. It’s a great event for women in business. I would recommend everybody jump on that website and take a look at that event. And, um, you know, I attend lots of networking events. I’m always trying to meet new people, you know, just see who I can help.

Joshua Kornitsky: I think that’s great. And if somebody has an HR question, can they reach out to you?

Amy Robinson: They absolutely.

Joshua Kornitsky: Can. That’s fantastic. Now, before we get to how people reach you, I have it in my notes from when we chatted earlier regarding a little bit you have at the end of your email, and I don’t know if you remember it verbatim.

Amy Robinson: Or I don’t. I don’t remember it verbatim and I’ve already touched on it. I just, you know, H.R is not something that’s optional. It is necessary if you are a business owner and you have employees, no matter how large you are, no matter how small and no matter how long you’ve been in business, air is needed if you have employees.

Joshua Kornitsky: The tail end of of your own quote is that they are not nice to haves. They are must haves for growth and success.

Amy Robinson: Absolutely.

Joshua Kornitsky: And I think that that’s both accurate and should resonate with any business owner who wants to grow. If you don’t protect your business with proper HR guidance, you are likely to find that you don’t have much of a business to protect.

Amy Robinson: I would agree with that 100%.

Joshua Kornitsky: All right. What’s the best way for folks to reach you?

Amy Robinson: Well, I know that you’re going to share my email address. It is a bit long, so I’ll just let you share that. But my phone number is (470) 240-4835. And intrinsic air.com is our website and that’s available as well. And you know I just look forward to helping businesses in the southeast.

Joshua Kornitsky: Well it’s been a real pleasure. Thank you for sharing your knowledge around air and helping people know what they need to keep an eye out for. Amy Robinson from Intrinsic Air Business Partners. Thank you.

Amy Robinson: Thank you Joshua.

Joshua Kornitsky: My pleasure. And we have one incredible final guest that I am happy to get to. Uh, our last guest today is, uh, David Shavzin, uh, exec guide and M&A advisor, and really the founder of the value track. Hello, David.

David Shavzin: Good morning, Joshua. Good morning. Thanks for having me.

Joshua Kornitsky: Thanks for being here. Um, can you tell us a little bit about your background? What brought you into to M&A advisory work?

David Shavzin: Yeah, um, really kind of started back in my corporate career, worked for a very large global company, and we started doing, um, a lot of finance work and a lot of mergers and acquisitions, acquiring companies, selling companies. So, uh, got started kind of early with all of this.

Joshua Kornitsky: So that was a great foundation, it sounds like. So what do you do now to help the business owners that you work with?

David Shavzin: So two things. Um, on the one hand, we are helping owners get ready to sell, so we will get in and do what we call value growth consulting, uh, which is, as it says, try to build value but also take a lot of problems off the table. Both of your other guests this morning have been talking about a variety of kinds of problems. We try to solve those, uh, leading up to an eventual sale. And then the other thing that we do is the sale on that sell side representation.

Joshua Kornitsky: Sure. Okay. Well, and that makes perfect sense. So. So what are some of the mistakes that the business owners make when they’re getting ready to sell?

David Shavzin: How much time do we have?

Joshua Kornitsky: Uh, we have all the time in the world. And I know it may seem duplicitous, but it isn’t because you’re in two very different aspects of a similar business.

David Shavzin: Yeah. No, no, no, a lot of the things that Shelly talked about are dead on. Doesn’t matter the size of the business or the industry. Um, and then there’s a lot more. I think the big things are that, you know, they’re not getting ready. Um, now, they have often haven’t been through it before, so they don’t really know all these things. But not preparing ahead, not bringing the right team around of advisors to help them.

Joshua Kornitsky: So let me stop you. Let’s talk about that. What do you mean by a team of advisors?

David Shavzin: So I always, uh, compare it a little bit to the sale of a house. I’m sure Shelly uses that a lot. Right? You you don’t wake up one day and then decide tomorrow I’m going to sell the house and then put it on the market four days later. Right. And so, um, and you shouldn’t really do that on your own anyway, so, you know, it is. Again, I’ll go back to the house analogy. Right. Uh, you’ve got the realtor that’s helping you. You’ve got the inspector when you’re buying the house, probably the inspector on your own house to check things out. Mortgage broker, uh, all kinds of folks that are helping you. Same thing with the business. And so that team is critical to have around you as opposed to doing it yourself. Right. Um, the CPA. We talked about bookkeeping and prep, answering questions in attorney, just like you have when you’re selling your house to help make sure that they’re taking care of all the liabilities and making sure that you’re doing the deal the right way and things don’t go wrong. Um, in four in in my role representing the seller like Shelly, we have a lot of experience. We’ve seen a lot of different sales. We know what to avoid. We know how to make that company, uh, present that company in the best light. And when an owner tries to do all of that on their own, it usually doesn’t work well.

Joshua Kornitsky: Well, and correct me if I’m wrong, but the other side’s got a team in most cases, don’t they?

David Shavzin: Yeah, exactly. Right. The other side’s got the representation and you ought to. Right. You’re going to be on the wrong side of that if you’re not doing it. Uh, well enough. We have an example. We worked with a client, did some work up front, and they decided to go ahead and try to sell the company themselves. And a year later, and about $100,000 spent, they were We’re back at square one.

Joshua Kornitsky: Yeah, it it’s one of those things, uh, that that I’m sure you can do yourself. Just like you can rep yourself, represent yourself in court. But I think it was Mark Twain that said, if you represent yourself in court, you’ve got an idiot for a client.

David Shavzin: I would never use that word about my client.

Joshua Kornitsky: No, no, no. Mark Twain. No.

Speaker6: I know, I know. American author. Yeah. No no.

David Shavzin: No. Yeah, exactly. Yeah. Yeah. No, it it is, but it’s it’s a huge, complex, painstaking, time consuming process. And it’s and it’s usually their entire life is in their, usually their entire retirement financially is in that company.

Joshua Kornitsky: So that’s a that’s a really interesting thought to consider right. Is is how much they’re personally tied up with that. And when when you’re dealing with folks for whom this is their blood, sweat and tears, you know, how do you help them understand?

David Shavzin: Uh, it’s, takes some time, some coaching, some education, sharing some examples. Um, you know, there’s a there’s a study. I think it was UBS that did it. 81% of owners who have sold regret it.

Speaker6: Really?

David Shavzin: Yeah. And and there’s, you know, a few key reasons in there. One is basically the you know, they’ll talk about, oh, I didn’t plan enough. What that really means is that they didn’t plan enough to make it as sellable and as valuable as it could have been as part of it. The other real big thing issue out there is too often they’ve been at this, let’s say, 20 or 30 years their entire life. They sell it. They’ve planned zero for the next day and the next what might be 20 or 30 years.

Joshua Kornitsky: Right.

Speaker6: You know.

Joshua Kornitsky: And then then the the revenue stream is gone.

David Shavzin: Revenue stream is gone. Yeah. Well, yeah. And even if they get a lot of money. Right. What do you know. What do they do? They they think they’re going to play golf every day or travel. That gets old really quickly.

Joshua Kornitsky: I’d like the opportunity to find out.

Speaker6: That’s what I do believe. That’s exactly what I believe.

Joshua Kornitsky: Um, so. So when they’re thinking about making an exit. Um, what type of preparation should should they consider?

David Shavzin: How many hours do we.

Speaker6: Have.

Joshua Kornitsky: Joshua?

Speaker6: As many as you like.

David Shavzin: So there is really so much it’s I would say at the outset is all of basic business principles, right? If they had just so many of the basics in place, we talked about HR and people. We’ve talked about a lot about bookkeeping and finance. But there’s also, you know, what is the marketing machine doing? Is it bringing in revenue or is it the owner having to do all these things? Uh, we talked Shelly talked about the owner dependance. That’s the first question we get, you know, buyers look at the financials and then they say, why are they leaving? You know, what they’re really saying is.

Joshua Kornitsky: I hadn’t.

Speaker6: Thought of that. Yes.

David Shavzin: It’s what’s wrong with the business is part of that. You know, and if there’s nothing wrong with it, it’s how much are they walking out the door within their head. You know, as the owner, that’s going to make the company less valuable because that person’s gone. If somebody buys it, they’re going to pay a lot less because they’re going to have to replace all of what was in the owner’s head.

Joshua Kornitsky: Sort of that tribal knowledge.

David Shavzin: Yeah. Yeah. If the owner’s doing payroll and the only one who can fix the machine on the factory floor and all of that there, they don’t have a good, sellable business.

Joshua Kornitsky: That’s something very, uh, it’s important to consider, particularly if you’re even thinking about selling your business. And I think there’s a big takeaway today of simply understanding that. However. However soon you plan on doing it, you should consider preparing a lot sooner.

David Shavzin: Yeah. Honestly, I say they should have started when they opened the doors of the company. Think about what that end game is. But certainly now and not waiting. Um, exit planning is really just running your business. Well, at the end of the day.

Joshua Kornitsky: I, I support that decision or that that statement. But but let me ask you another question. Right. So the other or the the initial part that we talked about, uh, was M&A advisor. And let’s talk let’s mergers and acquisitions for anybody that doesn’t know. And we don’t shame folks that don’t know. We educate them. Um, tell us about that process and what people typically don’t understand about that, because I presume sometimes letting go of your business means either merging or being acquired. Um, so.

David Shavzin: Yeah, there’s, um, you know, there’s a few things that they don’t understand. Certainly it’s valuable, what we call transferable value, what somebody will pay for it. So there’s a lot of education there. Um, the length of time it takes. Shelly said, you know, average nine months, it can take a lot longer, potentially. Uh, you might get through 12 months and the deal may fall apart and you’re starting all over again. Um, they sometimes can get into a mindset because we’re in the middle of selling that. They can take their foot off the pedal and slow down, when in fact they need to keep cranking on growing that business. Um, and again, like I say, not a minor thing is what are they going to do afterwards? They don’t think about it. They may have 30 years to live after that. And that’s where you get some of that. 81% who are disappointed at the end is not necessarily they didn’t get enough money. They haven’t really prepared for another three decades.

Joshua Kornitsky: And do you try to educate them on that idea and maybe offer them a direction?

David Shavzin: Yeah, that’s one of the first things we ask. You know, we ask about, uh, what they think the value is, what their plans are. But then take a deep dive, you know, what have you planned out? And we’ll help them. Yeah, we’ll get them some guidance and or see what they might be doing, what the spouse might have planned. Get them if they aren’t involved in community work. Um, just anything that that can fill their days.

Joshua Kornitsky: Sounds very mission sounds very mission driven. That you really?

Speaker6: Yeah.

Joshua Kornitsky: It’s more than just a transactional event.

David Shavzin: It is. You know, like I say, I came out of a $20 billion company very different in terms of the transactions in these cases, with these companies that we play with in the lower mid-market. Their whole life and livelihood, uh, is tied to that company. And so we’re helping them get out of that and be set for the rest of their life. It’s pretty cool.

Joshua Kornitsky: It’s really cool. And as someone who works with entrepreneurial businesses, I. I know how rewarding it is when things start going in the right direction. And ideally, they they want to get to a point where they’re going to take an exit. And if that’s their goal, it’s nice to to know that they’re in good hands with folks that want to shepherd that process. But are there other ways to exit a business?

David Shavzin: Yeah, a great question. Again, if you know, if people have not been through it before, we tend to think of just that third party transaction. Here’s my company, here’s a check, you know, and we’re all good, Um, but when we start talking to owners about what they really what their goals really are. You know, for for post-sale, um, we dig in pretty deep, and there are other arrangements, so we help. We’ve helped companies merge, okay. To where the older of the two owners has a built in exit after a few years. It’s a great way to do it. Uh, takes it doesn’t necessarily bring the, um, comp to, uh, to me, but that’s fine. That’s the best role for them. Uh, we’ve had clients sell to a customer of theirs. Really? Yeah. Interesting.

Joshua Kornitsky: You know, that’s kind of cool.

David Shavzin: It was. That one was kind of cool. It was actually a small software company, but the customer was using that software, and half of their sites ended up selling to a fortune 100 company. Uh, it was it was pretty interesting. Um, sometimes we’ll work with internal folks. It might be family, which adds a lot of interesting overlay. Uh, could be just another independent, you know, internal person. We’re actually working on one of those right now. Uh, sometimes we, you know, when the owners aren’t sure about timing, we might look to essentially hire a buyer, meaning higher end may be a general manager.

Joshua Kornitsky: Oh, I see.

David Shavzin: Spend some time, maybe a year or two, make sure there’s a fit. But that person might eventually, uh, be the buyer for, um, that, uh, that seller. Owner.

Joshua Kornitsky: So, yeah, a trial run.

David Shavzin: Trial it is. Yeah, yeah. Let’s see if there’s a fit to see if they like each other, to see if the the person can learn and enjoys the business and so on. Yeah.

Joshua Kornitsky: So typically when people come to you, do they know what they want to do or do you help steer them, not steer them? Do you help guide them so that they.

David Shavzin: Yeah, it’s guiding through that questioning process of their goal. So like I say, most of them assume it’s going to just be a typical sale. And it might be but but there’s other options depending on what they want to do.

Joshua Kornitsky: Is there really such thing as a typical sale?

David Shavzin: Uh, no. Good question.

Joshua Kornitsky: But, um. Go ahead. I’m sorry.

Speaker7: No, no, no, but, you know, to a.

David Shavzin: Third party to, uh, sure. Is that what people think of typically.

Joshua Kornitsky: So let me ask you, David, what size companies do you usually work with?

David Shavzin: So we’re usually in that 5 to $25 million from a revenue perspective. Um, and value might be along those same lines. Each industry has a little bit different, uh, valuation profile.

Joshua Kornitsky: Fair enough. And I guess let me ask you this. Um, any advice for somebody who’s an owner, who’s who’s thinking about taking that eventual exit?

David Shavzin: Get some help and advice. Uh, start planning even if you don’t do anything yet. Learn about, like we talked about. Learn what business value really is. Understand what the sale process is going to look like. And and just don’t do it alone. Get get the team around you that who’ve been through it before, who can work together and collaborate and really communicate on your behalf. But, boy, um, it’s this is going to be the biggest transaction of their life. Most likely. Sure. It’s going to determine how their retirement is for them and their family. Their their employees are involved. Their employees families are involved. If there’s not a successful transaction. So there’s a thousand other reasons to get get the right team of advisors.

Joshua Kornitsky: Yeah, it sounds like it impacts a whole lot of people, not just the employees, but the employees and their families and the owners and their families and the vendors and everybody else, never mind the customers. So that’s that’s a big impact for making a decision like that. Do, do people sometimes, um, what’s the word like stutter in this process where where they sort of stall out? We’re not with you if they’re trying to do this on their own, is it? It seems like there’s a big opportunity for analysis paralysis where there’s Shelley talked about the financials. You’re talking about sort of knowing where they’re going.

David Shavzin: Yeah. And that that. So I would say that’s a whole when we talk about how long it takes. Right. And I think, um, that the nine months is really more of when you’re ready to go, that kind of thing.

Joshua Kornitsky: Nine months from not from start, but from being prepared.

David Shavzin: Yeah. And so if we walk into a company cold to start to sell, it can be depending on the state of the data in the company and so on. It could take three months, four months maybe to get ready. Now that can get a lot shorter if they’re keeping the right records and books and they know what’s in their business and we can access information very quickly. But there’s a whole preparation period again. Go back to the house. Right. Right. Mow the lawn, paint the house, redo the kitchen. And it’s the same kind of thing. It’s going to take some time just to get ready for that.

Joshua Kornitsky: And and that sounds like a fantastic sort of closing thought, right? That it takes time to get ready. And it’s just like anything else in life house analogy, car analogy, or any analogy you choose to make that if you want to get it right, you got to be prepared.

David Shavzin: Yeah. Yeah, exactly.

Joshua Kornitsky: That’s fantastic. Well, again, we will share all your information on our site. What’s the easiest way for for folks to get Ahold of you?

David Shavzin: The phone is (770) 329-5224. The email address is David at. Get on the value tracker.

Joshua Kornitsky: Com nice. That’s really easy to remember. Um David Samson um again the the exit guy and the M&A advisor and the founder of the value track. Thank you for really sharing the the insight that you have in regards to the process from both sides and the guidance that you’re offering to your potential clients. Uh, that’s that’s something I think probably gets overlooked in a lot of industries, is sort of the impact of the outcome. Uh, so thank you. Uh, I want to thank all my guests again with starting with David Chazan, but also Amy Robinson. I appreciate you being here. From Intrinsic Air Advisors.

Amy Robinson: Thank you so much for having me, Joshua.

Joshua Kornitsky: And Shelly Gibson, uh, business broker with Transworld. I didn’t have my notes in front of me, and I’m forgetting the name. And I do this every week. That’s the main.

Shelly Gibson: Word. Transworld is the main word.

Joshua Kornitsky: Business with Transworld Business Advisors. Forgive me, Shelly, I hope you can, because if I don’t make at least one mistake, I don’t learn anything for next week.

Shelly Gibson: I like that.

Joshua Kornitsky: Thank you all for for giving your time to today and for helping the folks that all of you help. Um, I’m your host, professional iOS implementer, Joshua Kornitsky. This has been Cherokee Business Radio. Can’t wait to see you again. Thank you for being here.

 

BRX Pro Tip: B2B Podcasting – Getting More Listeners

July 2, 2025 by angishields

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BRX Pro Tips
BRX Pro Tip: B2B Podcasting - Getting More Listeners
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BRX Pro Tip: B2B Podcasting – Getting More Listeners

Stone Payton : And we’re back with Business RadioX Pro Tips, Stone Payton and Lee Kantor here with you. Lee, what have you found to be some effective ways for the B2B podcaster to get more listeners?

Lee Kantor: Yeah, I think that this is one of the things where B2B podcasters, a lot of times, are using the same tactics that a B2C podcaster is using, and they’re not the same. They have different objectives, and they’re not appealing to the masses like a B2C podcaster is.

Lee Kantor: So, for a B2B podcaster to get more listeners, if that’s important to them, they have to dominate niche distribution channels. It’s not just being number one on Apple or Spotify or YouTube. That would be great. But it’s super unlikely for a B2B podcaster to be highly ranked in any of those major third-party platforms. But if you can submit your show and your audiograms and your content to industry specific newsletters, to professional association websites and blogs and targeted LinkedIn or slack groups, those smaller, highly engaged communities are a better fit for your content, and they’re going to deliver listeners who are much more likely to benefit from whatever it is that you’re talking about. So don’t forget those distribution channels.

Lee Kantor: Number two, you have to activate your clients and listeners as content creators. Let your clients or superfans take over your podcast for a special series. Let them share their stories, their wins, their expertise. This is not only going to provide kind of fresh perspectives for your show, but it’s also going to turn your audience into your most passionate promoters, and they’re going to be more likely to share their episodes within their own networks.

Lee Kantor: And then don’t forget to build a community around your podcast. Your podcast is not the end goal for most B2B podcasters. You’re trying to build community. You’re trying to become an indispensable resource to your ecosystem. So, don’t let your show be a one-way broadcast. Create exclusive online groups or roundtables, or events for listeners. Encourage questions, feedback, even on-air participation. You have to be able to transform your passive listener into an active community.

Steve Paras with Buck Jones Charity Foundation

July 1, 2025 by angishields

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Cherokee Business Radio
Steve Paras with Buck Jones Charity Foundation
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FF-Steve-ParasSteve Paras has been coordinating bike nights since 1995 in Las Vegas, Portland, Orlando and San Diego.

He has been riding motorcycles since he was 12; 55 years now. Steve joined the Buck Jones Charity Foundation seven years ago, took over as president six years ago and formed a 501(c)(3) charity foundation four years ago.

They’ve had over 400 motorcycles, 50+ jeeps and over 850 people attended in each of the last two years. The ride starts in the Cumming Fairgrounds and ends up at Veterans Memorial Park in Dawsonville, police escorted the whole way. Bike-Night-Christmas-In-July

The charity helps the underprivileged children in five communities this year alone, helping over 2600 kids. At the end of the Toy Run, five food vendors supply all the food at no charge to the participants.

Join the Buck Jones Memorial Toy Run group on Facebook.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios in Woodstock, Georgia. This is fearless formula with Sharon Cline.

Sharon Cline: Welcome to Fearless Formula on Business RadioX, where we talk about the ups and downs of the business world, and we offer words of wisdom for business success. I’m your host, Sharon Cline, and it is a very happy Friday that I get to be in the studio because I have one of my favorite people, Steve Paras, here. He is a jack of all the stories he tells, the jack of all trades helps everybody he meets. Truly, it is an honor to have you in the studio. Steve, you are here to talk about Buck Jones and all the good things that you’re doing with your charity ride that you have in November, and we’re getting started now in July.

Steve Paras: That’s right. We’re having Christmas in July at Hooters on July 1st. First bike night.

Sharon Cline: This Tuesday it’s in, it’s in Buford.

Steve Paras: At the Mall of Georgia.

Sharon Cline: Okay, so tell me the back story behind Buck Jones for the people who aren’t familiar.

Steve Paras: Okay. Buck Jones started the toy run with four bikes, and that was 1991. Buck Jones has 20 years military experience, and he was the chief of police in coming for 20 years. Passed away, I think, in 2000, 2010. So we’ve just carried it on. His wife is there. She’s really like the grand marshal at the Toy Run in November. And the toy run is the Sunday before Thanksgiving every year, and this is the 34th year.

Sharon Cline: We’ve talked about how much it’s grown over the years, but what was the last one?

Steve Paras: Like the last two years, we’ve had over 400 bikes, 52 jeeps and over 800 people.

Sharon Cline: That’s amazing. It is. And it started with four.

Steve Paras: Right. And so his wife, it brings her to tears when she’s talking about it. And how proud he would be right now if he could see how it’s what it’s turned into.

Sharon Cline: I love that she still comes to these events and kind of represents. Oh, and his three daughters. I bet Buck Jones had no idea back in what, 1990, 91, whatever it was that he had for bikes, that it would grow into this huge event that gives so many people an opportunity to give back to the community, to children who oftentimes they don’t have choices of their own. They don’t get to have access to a lot of things that other kids do. So there are counties that benefit from the the ride. Can you talk about them?

Steve Paras: Yeah. There’s five counties that we help. Uh, Forsyth, Dawson, white, Lumpkin and Hall, all of those, uh, all the toys go to the inner city kids from the other charities. So what we do is we we collected the over over 6500 toys each of the last two years, and we’ve got five charities that we are partners with.

Sharon Cline: So. Oh my God. I didn’t know it was that many toys. Plus plus cash, right?

Steve Paras: We have cash. We have gift cards. We set a record last year for gift cards. We we had $9,400 in gift cards last year. Oh my gosh. And the 5050 raffle broke records. Also, we had $2,900 in the 5050 raffle and the person that won gave the money back to the charity.

Sharon Cline: Oh my gosh.

Steve Paras: So it was great.

Sharon Cline: So tell me what you have done to help grow this event, because initially it was obviously very small. But as you’ve gotten involved, more and more has happened.

Steve Paras: Well, they’ve had some big rides in the past, but it dropped off quite a bit. It dropped down to under 200 bikes, and when I saw how it needed some help, it needed some organization. It needed different things that they haven’t been doing. And five years ago was when I took it over. We formed a 501 C3 nonprofit, and since then, the first year that I was with it, we only had 242 bikes. Oh, wow. And so now we’re up over 440 bikes.

Sharon Cline: So they needed some direction, their right to help, not only just with the 501 C3, but someone who knows how to really organize and fire people up. So let’s talk a little bit about your history and why you were just the perfect fit for this organization.

Steve Paras: Well, we’re where I actually met these people. We were doing bike nights at Wyoming Cafe in the collection, and we rarely ever had less than 100 bikes. And so they asked me, since you’re good at this, what do you think about coming on board with this? And I had no idea what it was or what it was all about. And when I found out it was taking care of the kids I grew up in foster homes, so it hit. It hit home. So the last two years, we’ve helped out over 2600 kids. And what the gift cards actually do when a kid comes into a foster system, they get three outfits and they get toiletries and those kinds of things. So where does the money come from? That’s what those gift cards go to. And then when the kid comes into the system when they go to school, they’re still not in the system in the school. So those gift cards pay for their lunches. So there’s a lot of different things those $10 gift cards go to.

Sharon Cline: So it doesn’t get lost in the mix like they say, you know, administrative costs and things like that.

Steve Paras: Yeah. The place is one of the charities that that we’re involved with. And if you were to go to the place, you’d just be amazed on how organized it is. They’ve got a it’s like the where all the food, food is. You think you’re in Costco and it’s so organized. They have bags and bags and bags lined up for different families in need.

Sharon Cline: The place is incoming. Correct?

Steve Paras: Correct. Yeah.

Sharon Cline: And so.

Steve Paras: What? Care for kids is another one. Same kids. Just a smaller right type of charity. Like the place.

Sharon Cline: What does it mean to you to be able to see so many different charities, people, bike riders, Jeep owners come together and really want to help the community?

Steve Paras: Yeah, the what people think of bikers and what bikers actually do for the community are two different things. 75% of the bikers every weekend are doing some kind of charity work, right? Either on a poker run for a charity or helping a family or someone in need, or someone went down on a bike and they’re helping out with bills, those kinds of things. People don’t realize when they see a motorcyclist drive by them what they’re doing on the weekends, or how they’re helping out, or how many organizations really, really do a ton of charity work.

Sharon Cline: I love that there’s this misconception about bikers being these hard, you know, not caring people when the the reality is, I’ve not met one person who wouldn’t help me if I called him right now to say I have trouble with my bike or find someone who will. I mean that to me. I feel like you are making such a good statement and an example of why bikers and people who have this misconception are are. Their hearts are ginormous, especially regarding children. I feel like let’s talk about that because that is a very like close thing to me as well. I grew up with, you know, some domestic violence as well. And when I think about what it’s like for a big biker to be out there kind of looking out for little children, it just kind of warms my heart.

Steve Paras: Well, it it warms everybody’s heart when you see little kids being taken care of, right? You know, you see a little kid with a smile on his face. You can’t smile. I mean, you can’t help but smile, right? You know, it just makes you happy when you see a kid giggling or having a good time or acting up. Having fun. Yeah. Right.

Sharon Cline: Yeah. So let’s talk a little bit about your history before you got to Buck Jones. How did you get so good at having that creative brain of yours in marketing and being able to put together so many people and get them on the same page?

Steve Paras: Well, I’ve been riding since I was 12 years old, so that was 55 years ago. And, uh, I moved to Vegas in 1980 and 1987, the, uh, Las Vegas Harley opened up and I became a hog member in Vegas. Watch what they were doing. And the Las Vegas Harley. The first location, the parking lot was huge. It was like a mall parking lot. And in Vegas, there’s only 4 to 6 weeks that you can’t ride that where it’s really cold.

Sharon Cline: Oh, I was thinking hot for some reason.

Steve Paras: Oh, you can you can ride almost all year long. And, uh, so watching how they put together events. 1995 I put together my first event. And so I’ve been doing this since 95. And so you learn what to do and what not to do and how to get people to an event. And for me, and this is just personal. Uh, if I have less than 100 bikes at an event, I think it’s not a very successful event. And other people are going, man, this is great. This is a lot of fun. This is. And so I’m always in competition to myself. We had at Miller’s Ale House in Dawsonville, one of the bike nights. We had 250 bikes.

Sharon Cline: Oh my.

Steve Paras: Gosh.

Sharon Cline: That’s amazing.

Steve Paras: So that’s the that’s the number where I’d like to get passed.

Sharon Cline: Well, and at these bike nights let’s talk about what happens. So if I were a regular biker who hasn’t been to this event before, what can I expect?

Steve Paras: Well, we have 5050 raffles. We have giveaways this year. We’ve got a DJ plan, so there’s always something to do. And we’re going to be at at Hooters this year. So obviously there’s going to be a reason to come out.

Sharon Cline: Not just an opportunity to ride your bike to a cool place.

Steve Paras: Right. It’s it’s, uh, the scenery will be nice this year.

Sharon Cline: So that to me, it’s funny. It’s like I want to say, well, you know what? I appreciate that there are. Like, last year, Miller’s ale House was really so supportive in this whole goal and also provided the food at some of these events.

Steve Paras: Well, we have food vendors at the end of the ride that donate food and wowing Cafe Miller’s Ale House, the Krave, uh, Texas Roadhouse. And now this year, Hooters is going to join in and, uh, supply food as well.

Sharon Cline: You know, it seems like here we are. It’s super hot outside. It’s July almost, and we’re talking about an event that happens at Thanksgiving and it seems like it’s far away, but it really isn’t everyone because it’s almost July.

Steve Paras: Well, last weekend we did another charity ride and we went up to Blairsville into North Carolina, then to Tennessee, back to North Carolina, back to Blairsville. We were gone for nine hours in road 244 miles, and there was 35 bikes, which is a smaller ride, but it still raised money.

Sharon Cline: It’s amazing.

Steve Paras: Charity.

Sharon Cline: So I know it takes months and months and months to really build up not just the money, but like the momentum and the attention. So how do you market this kind of event? What is your strategy?

Steve Paras: I can’t tell you that secret.

Sharon Cline: Oh come on, I’ll cut it out. You can tell me after the show.

Steve Paras: So what I do is I go on to Facebook and, uh, hit all the motorcycle groups, and it’s really, it takes a lot of time and a lot of repetition. The same groups over and over. They say if someone sees something eight times, then they remember it. So you can imagine if I’m doing over a hundred pages eight times, you know, so it’s a it takes a lot of time to get them out there. But when you see them show up, it’s all worth it 100%.

Sharon Cline: So are you there when the children come in and look at some of the toys that they can choose?

Steve Paras: Oh, yeah. The place has, uh, where they give out the toys. It’s a school in a church, and every room is decorated differently. And they go by a point system, like one room will be, uh, for three years old to five year olds and then kindergarten and then, you know, different age groups. And so one room will be all Barbie dolls, and that’ll be like three points, and then one room will be bicycles, and that might be five points. And to see the parents come in and know that they can give the kids a great, you know, Christmas. It’s awesome.

Sharon Cline: Does it sort of put you in the space of what it would have been like if that were you? Because I always do that. I put myself in spaces like that and that’s why I cry over things. You know, I get so I get emotional about moments like that.

Steve Paras: Well, when I was growing up in the system, it was totally different.

Sharon Cline: Why?

Steve Paras: How? They didn’t really have regulations and and have people watching out for you. Now you really have people watching out for a kid that’s being abused or neglected or not fed. And what happens is the school is the one that recommends the families because they know what the kids are going through. Right. There’s a counselor at their school, and that kid might be talking to the counselor about what’s really happening at home. And that’s when you can really find out what’s what’s really going on at home.

Sharon Cline: Well, the fact that they know if someone needs lunches and things, that probably gives them a good indication. But how wonderful to know that you’re giving someone something that you would have wanted when you were young. You know, it’s full circle moment, right? These things do get emotional, though, right? So what would you love to see happen with Buck Jones? If you could craft the perfect event and the perfect amount of people, what would you want? The perfect amount of money. What would it be?

Steve Paras: The money. Um, I would love to see a thousand motorcycles where we could just make a ton of kids happy, but all year long we have to take care of them too. So the cash, the gift cards still have to come in. The toys are great, but we still need the cash and the gift cards to take care of the kids all year long. Right. And and to be there when the when the parents are picking up the toys. The smile on the parent’s faces is just incredible.

Sharon Cline: What? What is it like for you? Like what would you like your your legacy to be? Regarding Buck Jones, what would you like to be remembered for? Because that’s what you’re doing right now is you are building for the past five years at least. You know, a very significant legacy that affects a lot of people.

Steve Paras: We helped out a lot of kids. That’s it. You know, just just made a lot of kids happy and took care of, you know, some of these kids don’t have new shoes or new clothes. So when they get their three new outfits, it’s something new for them. You know, it’s something that they aren’t used to. Right. A brand new pair of tennis shoes or a brand new shirt that actually fits or no holes in it and that kind of thing. So.

Sharon Cline: So you’re always going to have these bike nights that are at at Hooters this year.

Steve Paras: All the way through November, the first Tuesday of every month through the new November.

Sharon Cline: So if I’ve never come to this ride that is in November, what could I expect Get to experience.

Steve Paras: You’ll have a lot of fun. Everybody there is there for a good time. You know nobody’s there to cause any trouble. We’re there to help out kids, and you’ll just see smiles on everyone’s faces, dropping off toys, even the wee, you know, 52 jeeps. The amount of toys that they put in those cars is incredible. Because, uh, Foco Jeepers is the group that comes out. There’s 3500 members in that club, so they collect tons of toys, right? And then we’ve got three, uh, trucks that load up the toys. Um, trailers.

Sharon Cline: Really? Yeah.

Steve Paras: Yeah. They’re 16 foot trailers that just get filled up and it’s great. And to see the different clubs that come out, you know, uh, the two that are sponsoring the bike nights are the Punishers and the Patriots and the Punishers. There’s 4000 members worldwide, you know, and so they’re always doing charity events and especially for kids and always being a part of. And the Patriots are always helping out in every way they can. They just had uh, for Narcan the, the.

Sharon Cline: The anti um overdose drug.

Steve Paras: Yeah. They did that uh, ride just a couple of months ago and it was great. It had 135 bikes and raised all kinds of money. And and that’s just another charity, you know, that in a different direction, right?

Sharon Cline: I love the riding with the purpose, because I have days where I just go ride just for fun, which is wonderful. But there’s a whole different energy when I’m doing my ride to go interview someone for History Highway. I have a different thought behind it, you know, and I think that’s it’s almost like I’ve got I’ve got a real reason to experience this road, but I’m also doing something that has is bigger than me.

Steve Paras: When you were talking about history, we talked about this, uh, last week and earlier this week, and we were talking about Griffin. Griffin, Georgia. Yeah. And even if you go out to Griffin, which is a small town, I lived out there for three years there. Still rides out there that go out to Newnan. Harley-davidson out 16. So if you want a ride or you want to be part of a charity, they’re everywhere. They’re everywhere you live. You can get involved.

Sharon Cline: And you don’t have to ride a Harley. You can ride any bike, first of all. But also, if you wanted to just follow in a car, you can do that. It doesn’t. You don’t have to be a writer.

Steve Paras: There’s a lot of ladies that are scared of bikes and they follow the rides. Just in case anything were to happen or carrying something that they can’t on a bike.

Sharon Cline: I love it when someone’s got a car and I can, like, can you hold this bag for me? Yeah. It’s nice. And I know that that happens on the, um, at Buck Jones ride as well.

Steve Paras: So I don’t know if everybody on here knows how much you ride and or how long you’ve ridden. Oh, let’s talk about you. You’re an expert here. You’re an experienced rider. You had a fat boy for eight years. Yes. You don’t. Or your fat boy went to a charity that we did what, last year or the year before?

Sharon Cline: It was last year. It was in October. November?

Steve Paras: How long have you been writing?

Sharon Cline: Oh, I have been writing for nine years. I learned how to ride at a Harley-Davidson that actually held Bender Harley, which they just closed. And now they’re kind of absorbed into Atlanta Harley Davidson. Uh, but I took that class twice, and the first time I took it, I had the Analysis Paralysis award because I was so worried about writing. And then a month later, I took it again and I got the most improved award, which I’m very proud of. And, uh, yeah, the.

Steve Paras: Trophy on your.

Sharon Cline: Shelf. Well, I have I have pictures of those certificates on my phone from like nine years ago, but I also took like the Advanced Rider course, which I really liked because I had my own bike and was able to kind of do those same kind of maneuvers that they give you a tinier bike to ride as you’re learning, and you can drop it a hundred times. They’ve kind of tricked it out so that you’re not going to hurt the bike or yourself, but being able to take my bike and actually know that I could handle it’s curves and little tiny U-turns and stop when I want. I felt like, okay, I’ve done my due diligence of making sure I I’m safe and everyone else out there is safe too. So, um, since then, it’s just been such a major part of my life. I’ve just loved it. And I’ve gotten to meet you, you know, through this, which I was wondering as we were getting ready to do this show. I don’t remember the first time I met you, but I’ve come to so many different events that you’ve been to.

Steve Paras: The Chuck and Z.

Sharon Cline: Oh, was it the Chuck and Z show? Is that how we met? I used to produce the Chuck and Z show, and they, um, have moved to Texas. But hopefully we’ll be coming back and we’ll start up again. Maybe. But I’ve. I loved everything they stood for because they weren’t just about bike riding. They were giving an opportunity for people like you to have a platform to do, to raise awareness for good things.

Steve Paras: If you remember, we had a live, uh, podcast.

Sharon Cline: Uh, at their show. Yeah, at their place.

Steve Paras: That’s right. No, we did it that way.

Sharon Cline: That’s right.

Steve Paras: Like Toy Run.

Sharon Cline: 3 or 3 years ago, I think. Oh my gosh, I.

Steve Paras: Forgot they were live.

Sharon Cline: That’s right. That was so fun because we got to have anybody that came by. We were like, what does it mean to you to be here? And got to shout out, hey, if you’ve never been, come on down, come to Cumming, Georgia. You know, and and experience something that’s very unique about writing, which is it’s not always about, you know, as fast as you can go, the big groups all on the highway. It’s actually it leads with Santa, at least.

Steve Paras: 2 or.

Sharon Cline: 3 or 2 or 3 leads with Santa out on to this nice little sort of police led ride, which you go maybe third gear or fourth at the most. But no, when as we’re writing, there are families that are on the side of the road and wave. And to us as you ride by.

Steve Paras: And Lisa scored a 29 mile ride, we start in the coming fairground. We end up in Veterans Memorial Park in Dawsonville. And that’s where all the food is. And everybody gets to eat for free.

Sharon Cline: Yeah. I mean, where’s the downside? I know, no, I mean, every year I just love knowing that it gets, you know, bigger and more children get to benefit. So there’s I can’t even think of what the downside is other than how much work you have to, you know, put into it. I think last year I was asking you, how are you feeling about tomorrow was the day I like, you know, I knew you were going to relax and you said, oh, I’m going to be down for about a week. It’s like, yeah, I bet, because at the end there’s just so much that happens, just the coordination.

Steve Paras: We’ve been really, really lucky the five years that I’ve been involved. We we haven’t had a big hiccup. You know, everything has been pretty smooth. There hasn’t been any problems that kind of everybody comes there to have a good time. So you never have to worry about that. Um, and we’ve just been lucky, you know, the police have been great about the escorting, you know. It’s from start to finish. You know, we run all the lights and you ride about 30 miles an hour. So it’s an easy, even for beginners, you know, just an easy ride. And then everybody gets to eat at the end.

Sharon Cline: And all the children get to benefit for Christmas.

Steve Paras: And all year long.

Sharon Cline: How do you get your sponsors to be involved?

Steve Paras: We’ve had a few and I the first couple of years I went out and started knocking on doors. And every year we we get a couple more. You know, one might fall off and then but they see what’s going on and they there’s a young man that I was in the automotive business for 24 years, and I there was a gentleman that I met that owns nine locations, and he wants a toy box in all nine locations, because I told him that we’re involved with a Dunkin Donut chain that has seven. Now they got 87 locations, and they said that we could put toy collection boxes and all the ones that make sense, right? We’re not going to put one in North Carolina. It doesn’t make sense. Right? So this year we’re probably going to have 40 something boxes collecting toys and Dunkin Donuts. Now it’s called Dunkin. Oh yeah. They corrected me. Did they Dunkin Donuts.

Sharon Cline: Did you call it Dunkin Donuts? And they said no, it’s called.

Steve Paras: Put it on the t shirts. Oh, so all the sponsors are on the back of the t shirts. Sheeran’s wearing this year’s.

Sharon Cline: T shirt, and so are you. We match. But what is it about you? You specifically that you think you are just such a good fit for things like this? Because my brain does not work like yours, I get overwhelmed very easily. Your brain. You’re creative.

Steve Paras: Well, I’m just a people person, you know? And, uh, when I talk to you, you’ll say something that’ll click, and I’ll just go to the right of that, or to the left of that and and spin it a little bit. And it gives me an idea and you know that because I talk to you all the time. But yeah, you’ll say something to me and I’ll go, what do you what do you think about that? And you. Oh, I didn’t think about that.

Sharon Cline: No, exactly. So one of the things that we talked about recently, and I haven’t stopped thinking about it, so it’s going to come up in the future for me. But Kennesaw State University is where I went to college. And they I worked at the radio station there. And. Right, this was 13 years ago. Right now they don’t have the radio station open because they’re low on funding. And when I was on campus and I saw that it was closed, it actually just hurt my heart because where the fact that I’m sitting in this radio station right now and interviewing you is 100% due to the the education and the experience I had at Kennesaw.

Steve Paras: So I have a challenge for you.

Sharon Cline: Oh, no.

Steve Paras: Find out what it would take to get that buck back up and going. And we can always do a charity ride. Oh for.

Speaker3: That.

Sharon Cline: See, I never thought about a charity ride for Kennesaw State University. Al radio.

Steve Paras: You don’t think those students would want to be a part of it?

Sharon Cline: Oh, yes.

Steve Paras: Oh, yeah. All those boosters, all the people that support, you know, all the sports teams, right?

Sharon Cline: They would love.

Speaker4: It. Yeah.

Sharon Cline: Listen, that radio station was so important to me. It created enough media for me to be able to prove that I could work at a news media station here in Atlanta. And I have not let go of voiceover work and anything audio because of that experience and the interviewing, the interviewing that I did of faculty and staff and people that were on campus bands. I mean, we just I felt like we were our own little mini celebrity area because people were always coming through and there was always something to talk about, and I just loved it.

Steve Paras: Really easy for you because you’re talented at this, to do a live show once a week and then once you get it up and running, if you wanted to do it more than that, it would be easy to do and do a fundraiser would be easy.

Sharon Cline: See, you say it’d be easy in my brain. Just like scrambles. I just don’t have that.

Steve Paras: You have to do is find out a dollar amount.

Sharon Cline: That they.

Steve Paras: Just didn’t read. You know, opening it up, and then we’ll take it from there.

Sharon Cline: Amazing. Okay, well, we’re putting it out there in the universe.

Steve Paras: No reason to have a ride.

Sharon Cline: That’s so true. Not just a Sunday to, like, let’s go over and find a barbecue place, you know? Not for that, but, like. Yeah, everybody for me. Everybody loves the experience of riding in that. When you have a collective group. You’re all feeling the same way about riding. Talking about your different bikes, talking about how long you’ve been riding, what your favorite this and that is it’s like all all the favorite things all in one spot and knowing you’re doing something good as a result at the end of it.

Steve Paras: It’s the best. So if there’s someone out there that would like to be a part of either of these, either the Doug Jones Charity Foundation or the Bike Knights, or the Toy Run, or the Startup of Kennesaw radio station. Contact Sharon.

Sharon Cline: Oh, and Steve and Steve Harris. Because really think about it like you are the face and people come to you for any problem. You are the voice. You are the marketing guy. I love that you have all of these gifts that you get to put towards something. Like I was saying, bigger than yourself.

Steve Paras: It’s a lot of fun. And and you get a lot of, um, joy seeing the kids. Right. And the parents, you know, because a lot of them just wouldn’t be able to to have a nice Christmas for the kids, you know? And it’s not just Christmas. It’s just toys for the kids and everybody. Every kid deserves a smile on their face during the season, right? No matter what, you celebrate. Right. So the toys go out to put those smiles on and the money and the gift cards, you know, kids getting new clothes or being able to eat at lunch, you know, all year long with over 2600 kids, we help out.

Sharon Cline: It feels like I take for granted that I can just hop on my bike and go do things, or even just go eat. You know, and I think it’s important to remember that there is such a difference between what your normal is and what somebody else’s is.

Steve Paras: That’s right. You take her take for granted what you do every day, right? And then when you see someone that’s not as fortunate as you. All of a sudden reality, there’s a reality check. You know, that people people have a tough out there.

Sharon Cline: And you’re affecting. Who knows how many children over the years? I mean, I’m sure you could add it up if you had to, but how? You have no idea where the help that you are providing, where that will lead someone and what it will do for their life.

Steve Paras: And also the camaraderie between the bikers. Right. When you’re out and you’re talking to people and people that don’t know each other, start talking. Then all of a sudden you don’t know, maybe a job might come up, or you’re helping out somebody or selling something for somebody, or someone has a bike and they’re looking for a bike.

Sharon Cline: So that and the lifelong friendships. Yes. I think that’s underestimated. I mean, I’ve had I have friends that I met nine years ago and are still friends. And like everyone’s personality is a little different or whatever. We’re not talking about like, no drama. I just mean these are people that want to do life with you.

Steve Paras: Well, here’s a perfect example. When I started the first bike night out here, I didn’t have someone to announce it. I was I was going to have to announce it and do everything else. And John and I, John D’Angelo, who was a professional, uh, MMA, UFC and boxing announcer, I just lucked into meeting him and he wanted to get on board, and he’s been with me ever since. We’d do everything we do, we do together. And he’s a you know him? He’s a great announcer. He’s been on your show. Yeah. Um, he was inducted to the MMA, the Georgia MMA Hall of Fame, because he and a team of people were the ones that came up with the times per round and rounds per event. So he and the team were inducted the Georgia MMA Hall of Fame. He won’t tell anybody. I’m the one that always tells everybody that because, you know, he’s he’s an insurance guy and he’d rather talk about insurance than, you know, patting himself on.

Speaker3: The back.

Steve Paras: With that ring every now.

Sharon Cline: And then. I’d wear it. I’d wear to the grocery store. That’s something to be very proud of because, um, you know, he being a humble person, he’s just talking about how he can help save you some money if you bundle things. But knowing that he really had a huge impact on what MMA and fighting is like here in Georgia, and making rules like that is amazing.

Steve Paras: Yeah, he being an insurance guy who owns, uh, insurance PGM and he’s got, I believe, 8 or 9 locations now. So he’s a busy guy, but he’s always at the event. He’s always announcing, he’s always.

Sharon Cline: He comes to all the bike nights.

Steve Paras: He’s all. And at Buck Jones.

Sharon Cline: And at Buck.

Steve Paras: Jones. Uh, everybody loves him ever. He’s just a big teddy bear.

Sharon Cline: He’s such a sweet person. And he was also an actor and, you know, model. And you never know. He’s just riding his bike saying, who won this raffle? Who has this number? Just a nice person.

Steve Paras: And he’s hilarious at it. You know, when someone when he’s drawing numbers and people aren’t coming up, he’ll just say something about what the person in front of him is wearing. The first person with a white t shirt comes up here, wins.

Sharon Cline: We got to give away these gift cards.

Steve Paras: Who’s got the funniest hat on? So.

Sharon Cline: So you’re talking about people that you met five years ago that are still involved too, and that affects their life. I mean, it’s exponential.

Steve Paras: Well, the Punishers and the Patriots that are sponsoring the Black Knights met at the very first, uh, bike night that I did over at, uh, uh, the collection at Wing Cafe.

Sharon Cline: Are they because I’m not as knowledgeable about biker, um, motorcycle club culture? Um, are they like, the the Bloods and the Crips? Are they fighting?

Speaker3: No.

Steve Paras: Oh, they’re the good guys.

Sharon Cline: The good guys.

Speaker3: Okay.

Steve Paras: The punishers are, uh, a law enforcement motorcycle club.

Sharon Cline: Okay.

Steve Paras: Good guys. And the. And the Patriots are business owners and upper management guys. So they’re they’re the good guys. They’ll never be any problems.

Sharon Cline: No, no. People would be stupid, right? To cause.

Speaker3: A problem.

Steve Paras: Not a yeah. It’s not.

Speaker3: Smart.

Sharon Cline: So if any other kind of motorcycle club would like to come, what would that be like for them?

Steve Paras: Absolutely. Come and see me. I’d be more than happy. Especially lady Riders. We would love to get lady clubs involved. Be part of.

Sharon Cline: I tried to do it a little bit and I got some resistance to even just me being a woman trying to get in. It was a little challenging for me.

Steve Paras: We open arms. We will take every lady rider that’s out there that wants to be a part of it. Come out July 1st. Hooters and Mall of Georgia. Come see me. I’ll be more than happy to introduce you to everybody. Sharon will be there, so there’ll be other lady riders there as well. We had one that was going to one of the Hooters bartenders just started. Uh, she just bought her little sports bike and just started riding, and she’s just still in the parking lot, learning that she was going to be here today, but got sick so she couldn’t make it.

Sharon Cline: But you know what? I love that she is as enthusiastic about it and is willing because, you know, there’s overriding some natural survival instincts and fear, you know, but if you practice enough, like going to a parking lot and just starting and stopping when you want. That’s the best way.

Steve Paras: First thing is if you can get it to not stall like she just told me, I finally got it. Where the bike’s not stalling. Yeah, that’s the first step, you know. And then the next step is is doing.

Sharon Cline: A little bit of speed. Yeah. And shifting gears a little bit. But listen, everybody starts somewhere. And I was the same exact.

Steve Paras: Way nine years.

Sharon Cline: Ago. Nine years ago I was like, why do I even think this is a good idea?

Steve Paras: Well, your first.

Sharon Cline: Bike, it was.

Steve Paras: You had a big bike for your first.

Sharon Cline: Bike. I did, and now I have a sporty Sportster 1200 custom, which is a great bike for me size wise. The the fat boy is a big bike for me. Um, if it started to at all tip, I had no chance of stopping it from tipping over.

Steve Paras: Did you have it lowered so. I did okay.

Sharon Cline: I did have it lowered, but that also impeded the leaning a little bit because it would scrape on the little floorboards and stuff. Um, but the, the Sportster that I have, the 96 Sportster, once I got on that and I was like, oh Lord, I know how to handle this thing. Yeah, it’s almost like a dirt bike. It’s smaller and, um, light enough for me to stop it from falling. So the 2015 one I have is got a bigger tank than the 2000. I’m sorry, than the 96. So I can go a little bit further.

Steve Paras: So you went from the fat boy to a 96?

Sharon Cline: Yeah. I went from the fat boy to the 96 Sportster. And then I just picked up a 2015 Sportster 1200 custom.

Steve Paras: So the latest bike was.

Sharon Cline: That’s the 96. Yeah.

Steve Paras: Do you still have that one?

Sharon Cline: I still have that one. It’s a great bike. It just always has something that’s got to be fixed on it. And I just thought, let me get something that’s a little more reliable because with History Highway, the video series I’m doing, I ride far and it’s by myself. I’m doing it all. So I don’t want to take a chance of breaking down on the highway or, you know, I don’t want to be vulnerable as a woman out there. So it’s great to have a really reliable bike. And I’m thankful to Ted at Killer Creek, Harley, who said it all up for me, and I was able to find the one Sportster they had and bring it home like the next day. It was great. So very easy process. And so yeah, she’s I call her Ayaka, which is Cherokee Indian word for she brings happiness. That’s her name. And so yeah, we’ve had great adventures, but knowing the right fit for your the way that you need a bike to be is very important. As a matter of fact, it’s being serviced a little bit right now because the, the brake pedal is a little bit too far forward for me. And they’re going to fix some of the handlebar length. But listen, bikes can be customized to you.

Steve Paras: So that’s what’s nice about owning a motorcycle unless they’re exactly how they came off the showroom floor. Everyone’s different.

Sharon Cline: Yeah. Why don’t you talk about your motorcycle history?

Steve Paras: Oh, I’ve had a million. I’ve got a.

Sharon Cline: You had a fat boy too, I remember.

Steve Paras: So I had a fat boy for 16 years. I. The only thing that wasn’t the only thing that was original was inside the engine. Every single part on that bike. It’s you. Can you. You never stop spinning because you want something new. Uh, the two bikes that I have now is a soft tail deluxe, and, uh, I have a trike, and both of them are close. Um, they’ve got a little more pep than normal bikes, so get up and go is good.

Sharon Cline: Cvts are so nice.

Steve Paras: The trike. I take on anything longer than two. Two hours each way. I’ll take the trike because it’s a little more comfortable. And then anything shorter than that, I’ll take the the soft tail.

Sharon Cline: So what’s the bike that you take when you’re on your, um, Buck Jones ride?

Steve Paras: The last three years has been the trike because my niece has always been a part of Buck Jones. She was the 50, 50 girls.

Sharon Cline: 5050 raffle girl.

Steve Paras: Yeah, she does all the, um, bike nights and that kind of thing. She just moved to Florida.

Sharon Cline: Oh.

Steve Paras: Did she? Yes, just last week. So she’s no longer helping out? Oh, yeah. So she’s down there. So we’ll see what happens this year. Which bike? I mean, I’m, like, getting a new bike.

Sharon Cline: Well, you may need a new raffle. 50, 50 raffle person.

Steve Paras: You got the girls.

Sharon Cline: You got the girls at Hooters. So smart. Look, that’s because it’s Steve and he’s smart. This is me. I’m like, I never thought of that, Steve. This is. I say that a thousand times a day when I talk to Steve about different things he’s doing.

Steve Paras: Well, you know, it sells, so.

Sharon Cline: Yeah.

Steve Paras: Thank you. You girls are going to get more sales than.

Sharon Cline: It’s just the way the world.

Steve Paras: The guys walking around going. You want a 5050 full ticket?

Sharon Cline: Thankfully, there are enough people on this planet to make it all work. Okay, so if someone wanted to get in touch with you and wanted to know more about the Buck Jones charity ride and any, any information about riding like that.

Steve Paras: We could go to our Facebook page. The Buck Jones Charity Foundation. They can leave messages, phone numbers, join. We probably have 800 people that are on that page.

Sharon Cline: That’s awesome.

Steve Paras: Yeah.

Sharon Cline: Well, maybe there’ll be a couple more from this show. I always think this lands where it’s supposed to.

Steve Paras: So we need as many people that ride to come out to the nights. Yeah. The first Tuesday of every month, all the way through. The first ones. July 1st from 6 to 10. And we really believe that the location of this one, not only does it have Hooters name, but the location is in the middle of everything. So I really believe it might rain on this Tuesday, but I really believe we’ll have over 150 bikes.

Sharon Cline: Oh, that’d be amazing. Yeah, and an opportunity to win some gift cards and just camaraderie. And it kind of builds all.

Steve Paras: Up gas gift cards. There’ll be food, gift cards. There’ll be. There’ll be all kinds of prizes and a lot of fun. And John will be up there making fun of people. And it’ll be a blast.

Sharon Cline: All for a good cause.

Steve Paras: And we’re even talking to Sharon about doing a live remote from there.

Sharon Cline: It would be so amazing. I’m looking around at equipment. I’m like, what would I bring? But who knows? You never know. People do it all the time. Technology and everything. I would love that, because getting people to talk about why they’re there is very important. It’s motivating for other people to hear. Like you’re being here today. So thank you.

Steve Paras: Thank you for having me.

Sharon Cline: Of course. Well, also, thank you all for listening to Fearless Formula on Business RadioX. And again, this is Sharon Cline and Steve Pearce with the Buck Jones charity run. I’m reminding you all that with knowledge and understanding we can have our own fearless formula. Have a great day.

 

Tagged With: Buck Jones Charity Foundation, Buck Jones Memorial Toy Run, Steve Paras

How Veterans Can Master Networking with a Servant’s Heart

July 1, 2025 by angishields

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Veteran Business Radio
How Veterans Can Master Networking with a Servant's Heart
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In this episode of Veteran Business Radio, Lee Kantor is joined by Michael A. Forman, founder of The Forman Group. Michael shares his philosophy of networking with a “servant’s heart,” highlighting the importance of giving and building genuine relationships. He offers practical advice for veterans transitioning to civilian careers, discusses generational differences in networking, and stresses the value of effective follow-up. Michael also introduces his book, “Networking Unleashed,” and digital course, providing resources to help professionals and veterans enhance their networking skills and succeed in business.

Michael-Forman-logo

Michael-FormanMichael Forman is renowned for his exceptional communication skills and distinguished expertise in the realm of networking, and he is author of the book “Networking Unleashed” and has been written up in several articles, which he adeptly transforms into an engaging and financially rewarding experience.

He stands as a leading authority in the field and is highly sought after for his captivating presentations on the subject as well as his coaching clients. Through his extensive repertoire of engagements, he has consistently contributed to the substantial enhancement of corporate profitability.

Beyond his professional accomplishments, Michael is a distinguished Veteran of Desert Storm, a testament to his commitment to service. While he finds great fulfillment in public speaking, his foremost devotion is to his wife with whom he resides in Cumming, Georgia.

For further insights and information, please visit www.MichaelAForman.com.

Connect with Michael on LinkedIn, X and Facebook.

Episode Highlights

  • Importance of networking in business, especially for veterans transitioning to civilian careers
  • Philosophy of networking with a “servant’s heart” focused on giving rather than receiving
  • Effective communication and the significance of follow-up in networking
  • Generational differences in networking styles and approaches
  • Common pitfalls of LinkedIn networking and strategies for meaningful engagement
  • Personal journey of transitioning from military service to the business world
  • Creation and insights from the book “Networking Unleashed”
  • Practical tips for improving networking skills and building genuine relationships
  • Advice for veterans on leveraging local resources for networking
  • Resources available for further learning and engagement in networking strategies

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios in Atlanta, Georgia. It’s time for Veteran Business Radio, brought to you by ATL vets, providing the tools and support that help veteran owned businesses thrive. For more information, go to ATL. Now here’s your host.

Lee Kantor: Lee Kantor here another episode of Veteran Business Radio and this is going to be a good one. But before we get started, it’s important to recognize ATL vets, inspiring veterans to build their foundation success and empowering them to become the backbone of society after the uniform. For more information, go to ATL vets.org. Today on the show we have Michael A. Forman who is a corporate speaker with the Forman Group. Welcome.

Michael Forman: Thank you. Lee. I’m glad to be here.

Lee Kantor: Well, I’m excited to learn what you’re up to. Tell us about the Forman Group. How are you serving folks?

Michael Forman: Well, we are basically involved with networking and communication. And the biggest thing that I can think of. Networking itself is the basis of all business. But if you go into networking with what’s called a servant’s heart, you’re looking to give instead of just receiving. If you go in thinking of giving, then that releases all the pressures off of you and everything else and you can have a good time.

Lee Kantor: So in your work, are you primarily just speaking on this topic? Are you coaching folks like what? What is the scope of the work you’re doing?

Michael Forman: All the above. I am a keynote speaker. Breakout sessions I do workshops, I go in companies and do A23 hour workshop. And I hold basically hold their hand and teach them the art of networking. And really the important part of networking is the follow up, because most people don’t know how to do it, or they’re not doing it correctly or not doing it at all. So I teach them how to follow up correctly, and I’ve had a number of great successes.

Lee Kantor: Now, who is the ideal client for you? What type of organization typically hires you?

Michael Forman: Well, actually all businesses, all major companies. I just did a print shop. I did a roofing company. But I’m going after really mortgage companies, real estate companies, financial services and insurance because they all understand the art of networking and they really needed to survive.

Lee Kantor: So from an organizational standpoint, their leadership says, you know what? Our team has to get better at this. And so we got to hire an expert to come in to explain how to do this in a more elegant, more effective manner. Because like you mentioned, this is kind of a core skill that every business person should have. But a lot of folks are out there doing this as a blunt instrument. That is really, I don’t think, serving anybody.

Michael Forman: You’re absolutely right. You know, when I go, when I start speaking, either my keynotes or breakout sessions, even though the workshops, my first thing is I asked them, how many 20 somethings are there here? How many 30 somethings? And they raised their hands. I said, look, what I’m about to tell you is totally Greek to you because nobody showed you the proper way. Ever since the pandemic, you know, people just just were let out and they lost the feeling of how to approach somebody, how to make that conversation, how to make a relationship not just a customer, but a relationship. And I think if you use my I have a secret sauce if you want to call it a follow up. And if you follow it up properly, I think you can increase your sales by the next month within 30 days. You’ll see that type of improvement.

Lee Kantor: Now, do you see this? Um, do you have to communicate differently for different generations, like you mentioned, younger people, uh, versus maybe more senior leadership where maybe they grew up more comfortable in, in real life conversations, you know, kind of schmoozing and going to chamber events or those kind of events versus the younger crowd that does a lot of their communication online.

Michael Forman: Well, yeah. You know, I said 20 somethings and 30 somethings, but if you’re older than that, because really what I do is common sense, and it’s common sense. In the 40s, 50s, 60s. But it’s not common sense to the 20s or 30 somethings. So yes, you have to approach them differently, but you ultimately doing the same thing. You’re you’re asking them about themselves. Now, if you’re asking a 40 or 50 something, a husband, wife, a son, daughter, maybe youth baseball or the NFL or anything like that. Um, but to the younger generation, they’re not really going to have that. So you’re trying to find out a little bit more about them what their interests are, and you talk about that.

Lee Kantor: So do you help with LinkedIn? Because a lot of folks use LinkedIn a lot. But I just get I don’t even I couldn’t even tell you how many people want to connect with me. And then literally 30s later I get a note telling me to buy their stuff. Like they don’t even pretend to want to get to know me. They just want to transactionally interact with me like that.

Michael Forman: That is, uh, either a newbie with with LinkedIn or somebody who really doesn’t know what they’re doing. So if you want to reach out to somebody and connect with them on LinkedIn, hey, it’s great connecting with you. I just saw you at the chamber event or whatever event. Hope to see you soon. And that’s it. Right. And the next time that you post something or something else, you like it and you say a little blurb about whatever you posted. You don’t want to ask for them to actually buy anything for like the fifth or sixth or seventh time that you actually connect with them because you’re making a relationship. You don’t just want customers, you don’t just sell widgets. And I’ll give you three for a dollar. You know, whatever you’re selling, it has to come. It has to come from the heart. And everybody’s out there to sell you something. People love to buy things, but they hate to be sold to. Right. So you keep that in mind. So, yeah, they want to buy, but I have to create some sort of a relationship with this person, and then we’ll get into it. But you’re finding out about what that person does. And you know, I always suggest when you connect with somebody on LinkedIn, you know, you have an article or something. Let’s say they’re a roofing company and they do metal roofs. And you find an article about metal roofs. You just attach that article to your little comment and you say, hey, look, I found this. I thought you might be interested and leave it at that and see if they respond. But don’t go off trying to sell something, just, you know, try to add value. Give them something.

Lee Kantor: So you use kind of adding value as your, um, way to communicate rather than pitching. And then you find that if you’re adding enough value over enough time, then you’re going to get a better chance of getting kind of a sales conversation that way, rather than just buy my stuff by my stuff. By my stuff.

Michael Forman: Absolutely. You always add value. No matter what you do. You know, you have the saying of over delivering under promise. And it’s, you know, there’s a lot to go along with that. But if you add the value, if you add it enough times and then you can put in, uh, you know, we have a little put your website or something else, a soft landing. So if that person was interested, then they’ll go to your website and they’ll look at it and say, hey, you know what? I would be interested in something like this. It’s always best if they make the first move. Not you.

Lee Kantor: Now, can you talk about the transition that you made as a veteran of Desert Storm and how you kind of got into the business world and came up with this, uh, kind of area of expertise?

Michael Forman: Well, I went to the school of hard knocks, right? I did everything wrong before I did it. Right. I spent nine years with the Air Force. Uh, did very well with them. But when I got out, I went into my own business, owned businesses. I had a graphic design studio. I got involved with a pizzeria, a restaurant and everything for about 15 years. And then I went into corporate. I went to mortgages, I went. Uh, I was involved with a law firm as a sales director. Marketing director. And every time I made a move like this, I realized that I was the face of the company. I did the presentations. I did all, you know, the workshops and everything else. So I said, you know what? I want to do this for myself. And I went through the school of hard knocks. I did everything wrong before I learned how to do it correctly, so I did it correctly. I developed this follow up system. And when you put the two of them together, you have some very real results.

Lee Kantor: So what was kind of the aha moment for you, where you realized that you were on the right track now?

Michael Forman: The aha moment was when I found the servant’s heart. I found that when I gave in, not expecting anything in return, that I found I was getting more business by giving instead of receiving. And that was my aha moment.

Lee Kantor: Was that kind of counter-intuitive to you at the time?

Michael Forman: Uh, no. No, because my way of thinking was it developed slowly. It didn’t just happen overnight. I didn’t just, like, go from. Oh, let me just sell, sell, sell, sell. And the next morning I said, oh, no, no, I have to give, give, give, give. It happened over, um, let’s say a year or so. And I slowly but surely realized that the more I did for others, the more that the others appreciated it, and they would in turn refer me out.

Lee Kantor: Now, where did the ebook networking Unleash come from?

Michael Forman: Well, through all the years of me doing things wrong and then all of a sudden I’m doing things right, and I had all of this knowledge. All of us had a network, how to communicate, how to follow up, uh, stories here and there. So I said, you know what? I’m just going to brain dump. I’m going to put it all into a book and sell it. Um, but I don’t really look for the sales of the book because on my website, I have a little abridged version of the book, which is free. Right. Because I just want people to understand and to know how to properly network. I have a digital course, um, so, so that if they want to take it a little bit further. So I have all these different things that you can do to get on the right track and network. And of course, I coach, uh, one on one, uh, going to offices, uh, a group of five. But more importantly, I’m teaching how to network through the various things that I have out of the book, the digital course or whatnot.

Lee Kantor: So any advice for someone? What’s the kind of the low hanging fruit that anybody listening right now could do in the next five, ten minutes? That, um. To network more elegantly and more efficiently.

Michael Forman: Well, first of all, go to networking events. Go to networking events. Don’t be afraid. Oh, I’m going to mess up. I’m not going to say something right or whatever. And I’m telling you right now, you’re going to screw up. You’re going to mess up. Okay? The first time you go out, you’re going to say, oh, I really shouldn’t have said that. Maybe I’ll say it this way next time, go out, start doing it. And my biggest piece of advice is that when you go out and you go with a servant’s heart, when you go out, you don’t automatically start talking, right? You have to what’s called active listening. You listen for the conversation when it comes around to you. You say, this is a conversation I want to be a part of. Yes it is. Okay. I’ll stay here and talk with them. Uh, no it’s not. I’m going to move to the next table, so start that way.

Lee Kantor: So start by listening and start by. Instead of trying to look for an opening to sell somebody something. Just look for a way to connect and be kind of a human to another human.

Michael Forman: Absolutely. That’s the correct way.

Lee Kantor: So now what about advice for that veteran? Maybe they just come out of the service and they’re looking for that next chapter. Is there anything you can suggest to them to kind of ease into the business world from the world of service?

Michael Forman: Yeah. You know, it’s really it’s really simple. If you go to your local chamber of commerce, because that’s usually small business people who go at least to the meetings, the people who belong to the chamber, obviously are bigger, bigger companies. But the people who go to the meetings are smaller businesses. You can go there and you can see what you really want to do hone your craft, hone your what they call is the 32nd elevator speech, which I don’t agree with, but you can hone in what you want to talk about and talk with other people and see what you want to do. So if you have the idea of what you want to do, go to the chamber event. Go to the chamber meet every week. The more times you go, the more times you practice what you’re talking about, the better you’re going to be.

Lee Kantor: So if somebody wants to learn more about your book, about hiring you for speaking, uh, to get on your calendar in any way, what is the website? What is the best way to connect?

Michael Forman: The best way to connect with me is go to my website. Michael a Forman.com on there. You’re going to see the plethora of podcasts that I’ve been on. Um, but you’ll see a place for my digital book. My my my my my book, my digital course. All the different magazines were. I was written up in about five different magazines. That will give you a little background of what I do. But on the bottom there is a contact form. You just fill in the contact form. I’ll get in touch with you with within 24 hours. Um, but you’ll see what I’ve done and what I can do and really how I can help and more importantly, how I can help your bottom line.

Lee Kantor: And that’s Michael, a Forman for man. Com.

Michael Forman: That’s correct. Michael. A Forman. No. E Michael a Forman. Com.

Lee Kantor: Well, Michael, thank you so much for sharing your story today. You’re doing such important work, and we appreciate you.

Michael Forman: My pleasure. Leigh. My pleasure.

Lee Kantor: All right. This is Lee Kantor. We’ll see you all next time on Veterans Business Radio.

 

Tagged With: Forman Group, Michael Forman, Veteran

From Marine Aspirations to Tech Innovations: Jason Perez’s Journey

July 1, 2025 by angishields

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Veteran Business Radio
From Marine Aspirations to Tech Innovations: Jason Perez's Journey
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In this episode of Veterans Business Radio, Lee Kantor interviews Jason Perez, CEO of YARDZ Technologies. Jason shares his journey from aspiring Marine to construction industry entrepreneur, detailing how his SaaS platform streamlines equipment management for contractors. He discusses the challenges faced by the industry, the evolution of his company, and the significant cost savings delivered to clients. Jason also highlights his dedication to the veteran community through his involvement with the Marine Raider Foundation, emphasizing the importance of supporting veterans and their families during their transition to civilian life.

YARDZ-logo

Jason-PerezJason Perez is the Co-founder and Chief Executive Officer of YARDZ. As CEO, Perez manages the overall strategic direction of the company as it expands in scope and size.

Before establishing YARDZ, Perez founded the Veritas Group, a consulting and management firm that had great success in the mission critical world.

Before that he was Manager of Southeast Region Construction for Syska Hennessy Group.

He has sat on the boards of several non-profit entities and is presently an Ambassador for the Marine Raider Foundation.

Follow YARDZ on LinkedIn.

Episode Highlights

  • Jason’s background and journey into the construction industry.
  • Overview of YARDZ Technologies and its Software as a Service (SaaS) platform for asset management in construction.
  • Challenges faced by contractors in equipment management and the financial implications.
  • Development of innovative solutions to streamline equipment tracking and management.
  • The evolution of YARDZ Technologies and its expanding features for contractors.
  • Impact of YARDZ Technologies on productivity and cost savings for construction businesses.
  • Jason’s commitment to supporting the veteran community through the Marine Raider Foundation.
  • Plans for fundraising events to assist veterans and their families.
  • The importance of community engagement and support for veterans transitioning to civilian life.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios in Atlanta, Georgia. It’s time for Veterans Business Radio, brought to you by ATL vets, providing the tools and support that help veteran owned businesses thrive. For more information, go to at vets. Now here’s your host.

Lee Kantor: Lee Kantor here another episode of Veterans Business Radio. And this is going to be a good one. And this work could not be done without the partnership we have with ATL vets, inspiring veterans to build their foundation success and empowering them to become the backbone of society after the uniform. For more information, go to ATL vets.org. Today on the show we have Jason Perez and he is the CEO with YARDZ Technologies. Welcome, Jason.

Jason Perez: Hey. Thank you. Lee. Thank you for having me.

Lee Kantor: Well, I am so excited to get caught up with you. We meant we were talking before the show, that I guess we were one of the first people to interview you out of ATDC.

Jason Perez: You did? I believe we just had prototyped our first iteration of it, and we we went out. We were able to get a couple customers on. And honestly, we probably did not deserve to be in that room with you guys at that point. We knew nothing about tech. We just knew that there was a big problem to solve.

Lee Kantor: So can you talk about, well, first of all, what is YARDZ technology? Who are you serving and what are you guys up to?

Jason Perez: Yeah, so we’re a SaaS platform for those people that don’t know software as a subscription, right? Um, and what we’re solving is essentially the asset management side of construction. So contractors go out, they rent a lot of equipment, they own a lot of equipment. They have tools in their warehouse. And at the end of the day, all of it ends up somewhere and they don’t know where it’s at. And so there’s a tremendous amount of losses that occur, either through paying for rentals that sit on the side of a road. I’m sure a lot of us out there have driven along the freeway and seen those big pieces of machinery, excavators, dumpsters and so dump trucks out there just sitting and people are paying big money on those, right, or owned assets that sit in their own yard that they should have deployed, but instead they rented. And then tools that just go lost. Right. So what we did is that we built an aggregator that goes out and consumes data from all the major rental companies, and then marries that with their owned assets and with their tools, so that they have one single pane of glass. And when those rentals come in, we send them alerts to make sure that things don’t sit on their projects longer than they should. We evaluate to make sure they’re getting the rate that originally was contracted. There’s a slew of tools that are involved there. But, you know, what’s most important is we save people money and we save them time to get them home earlier.

Lee Kantor: Now, what’s your backstory? How did you kind of realize that this was a problem to be solved?

Jason Perez: Huh? Yeah, well it’s interesting, I’ll go way back because I think one of the reasons I’m on today is just my backstory in general, right? I’m not a veteran, but since eight years old, from the first time watching Full Metal Jacket, the only thing I wanted for my life was to be a marine. That was it. And in 2021, a junior in college, I was supposed to go to P.l.c., which is platoon leadership class or course, and I got medically declined a week before leaving. I mean, I had a party and everything going, and I just was kind of devastated. I didn’t know where to go with my life, but my whole family was in construction. So when I graduated college, I just kind of fell into, you know, getting into construction. And and I resisted it for multiple years. And at the end of the day was fairly successful with it. So I built a consulting company around mission critical Construction. I was involved with a lot of DoD work. I was involved with a lot of data centers and large healthcare mission critical type projects. And then after building that, my neighbor who just so happened to be in the rental industry, came up and said, hey, there’s this issue with rentals. Like I get phone calls all the time of people saying that, you know, I need to call something off because, you know, they rented it and I’m like, no, this is not mine. You rented with somebody else. And then he realized he started managing 2 or 3 different rental companies. Um, him just being a rental sales rep. And so he thought, well, maybe I can start a brokerage. And then in our discussions, they said, well, maybe we can start building technology around it and solve it. And that was it. You know, it was just about six months of a year digging our our feet in and asking the questions and visiting job sites and going, all right, how are people trying to solve it today? And what we found is there was a massive vacuum in regards to that problem.

Lee Kantor: Was it because maybe there, you know, there are analog in the digital world? Is was that the problem that they’re keeping track kind of on paper and pencil in their own memory, rather than kind of having central locations for the data to just be there and be remembered that way.

Jason Perez: That’s right, that’s right. I mean, here’s the thing about construction. A lot of people will look and they go, man, construction is so advanced. What you can do with VR goggles and walking through a building before it’s even built, you know, there’s a lot of white collar technology, at least I call it white collar technology. It’s built for engineers, architects, the big geeks. They get to do all this cool stuff. But then you get down to the blue collar guys, right? The the dirt and oil under the fingernails. And there aren’t things built to make their lives easier. And my dad was a blue collar guy. I grew up in the construction industry, actually. You know, digging. Digging holes and framing walls. I was a laborer for three years before I started actually getting into the office and doing project management work. And at the end of the day, there just weren’t tools built for those guys. And so when you look at equipment, it was Excel spreadsheets. It was whiteboards with, you know, different color markers for different companies. There were people that we saw with magnet boards and they they would print out labels and put them on magnets and move them around like it was, you know, a battlefield. You know, I mean, it was really interesting how people tried to solve it, but we knew there was a better way. You know, the second you save an Excel spreadsheet, it’s out of date. The second you move something on a magnet board, it’s out of date because something moves out in the field, you’re not going to know about it. And so we needed to tie something that would take the field in the office, marry those together and then take own rented tools, marry those together and just make people’s lives easier while saving them, you know, 10 to 30% in overall rentals.

Lee Kantor: Now, what was the aha moment? When did you realize you were onto something?

Jason Perez: I think the aha moment really came when a top 25 contractor, um, called us up and said, one of your customers told us what you’re doing and this would change our lives. This would eliminate multiple people in the process. They can actually focus on other stuff within the company. This will change everything for us. And we thought, okay. I mean, if someone that’s a top 25 contractor believes that we need to start listening and we use that as a learning lesson, we listen to them, we listen to our customers. We continue to be, you know, close to the problem. And that was kind of the aha when when somebody was willing to pay for the product. That wasn’t just, you know, us selling, you know, cold water in the desert.

Lee Kantor: Right? So this is you realize this is something that they were hungry for. You didn’t have to work that hard to sell it. Once they understood what it could do.

Jason Perez: It proved out the value. Yeah. It proved out the value of of what it was. Um, and and it really provided some credibility about, uh, around what we’re doing. It validated us as a, as a company, and it validated our purpose, you know, because again, it’s great building tech. Right. But if your goal is strictly to get rich, you’re probably not going to get there. You’ve got to be focused on solving a problem. You got to be looking at something and saying, how do I make this better? How do I impact the process, impact the people, impact the company? And it could be financially. It could be, you know, psychologically, it could be, you know, just again, getting them home early, right, for dinner with the kids. These are things that get passed on. And these are the emotions that one day, you know, lead to them referring you to the next opportunity.

Lee Kantor: So how has the kind of the software evolved over the years? Like you, you start out like when we met, it was in a conference room at at DC. Uh, where are you at today? That was probably, what, 6 or 7 years ago?

Jason Perez: That’s right. So we were lost then? We were we were doing this rental quoting platform. Um, we really haven’t hadn’t gone into the intelligence of aggregating in the way that we had, uh, have today. We didn’t have a lot of tools there, and it was really rental focus. Since then, we added the owned, uh, asset side. And on the owned assets, we have things like, uh, IoT, telematics, tracking. So we’re consuming data from, uh, miles and hours and diagnostic codes off of equipment directly from their computers or devices that we provide. We have logistics and dispatch and work orders and schedules and electronic inspections. I mean, there’s a slew of things that are involved there and a lot of reporting and analytics behind it. And then on tools, we built this whole entire warehouse component where people can manage their tools, their consumables, job costs, those things. And then also, you know, on the on the maintenance side parts and, and kitting, so that when somebody goes out in the field and manages those things, everything’s supplied on their truck and they can track what’s, what’s leaving the the warehouse. Right. What’s leaving the shop.

Lee Kantor: So now there’s actual tools for those folks that are boots on the ground where you can actually help them and save them time and money and resources, and they can know exactly where everything’s at and and how they are doing in terms of, you know, maybe it’s time for maintenance or they have more intelligence around all of the tools that they’re using.

Jason Perez: That’s right. And because we have some really proprietary, um, intuitive tools, we have things like if you’re going to go maintain a piece of equipment that’s 50 miles away, I’m going to be able to search on my phone. The other equipment that’s also due for maintenance within, you know, a mile or two miles or within that project. Um, you know, we have a lot of different ways of creating efficiency. So these individuals go out. They’ll get blindsided that something else needs to get worked on, or they don’t make an hour and a half drive to get back to the shop and go, oh crap, there was three other pieces of equipment I need to work on when I was out there. Right. Um, so we’re alleviating that. We’re alleviating the idea that they have to get a sheet of paper, you know, print it, scan it, upload it to a file, do all these things that are just absolutely time consuming and they don’t add value to the company. It doesn’t feel like they’re adding value to the person. Right. If you have to do that, you’re going, man, don’t have something better to do. I mean, if I’m a a high level diesel mechanic, let me focus on being a high level diesel mechanic. I don’t want to focus on paperwork. And so YARDZ allows them to focus on the jobs that they love doing while the application makes it, you know, a 15 second ordeal for them to snap a couple photos, say it’s a complete done deal, move on to the next.

Lee Kantor: Right. So you’re eliminating kind of the admin component of their job, and they can just focus in on kind of the art of the work that they’re doing.

Jason Perez: I love that word, the art of the work because that’s what it is. I mean, uh, these guys love working and solving problems and doing the things that they do. They hate paperwork. They hate bad technology, right? They hate waiting for things to load. Um, those just aren’t things that they want to focus on, right? They want to be out there and and when they drive up and they know they need to fix something. They want to get to it, get it done, move on to the next.

Lee Kantor: So who is the ideal customer for YARDZ nowadays?

Jason Perez: The ideal customer profile stays somewhat the same. It’s a large contractors that either I shouldn’t say large contractors, but contractors that you know own probably more than 100 pieces of equipment or rent more than a half million dollars a year, right? That that’s kind of where our customers start. And we have low plans for those smaller customers where it’s it’s cost effective. What we typically see with any one of our customers is at least a ten x on the ROI, right? So they’re going to save ten x on what they’re paying us in order to use the platform. We have one customer, Ali Schwartz, that actually saved 100 x. Um, so they were pretty happy. We have a case study with them. They drove the whole entire process of measuring how much savings they had. And it was it was just really eye opening for us. After doing business with them and partnering with them for 3 or 4 years, they took it upon themselves to figure out how much are we saving? And they determined that they had over a quarter million dollars to the bottom line, like in their pocket. Uh, and and that’s that feels good, you know?

Lee Kantor: Yeah. I mean, the impact is real.

Jason Perez: The impact is real.

Lee Kantor: So now let’s get back to the kind of the your, I guess, passion for serving veteran, the veteran community. Uh, you didn’t get a chance to actually, uh, become part of the Marines, but being part of the Marines is still part of your life. Can you talk about your work with the Marine Raider Foundation?

Jason Perez: I would love to. Uh, another thing that kind of just fell into right YARDZ I fell into in the Marine Raider Foundation. I’ll say it fell into. Um, again, I’ve had an affinity for the Marine Corps since eight years old, and I always thought at some point I would figure out how to get back involved. I have several cousins Marty Tailor, Gerry Llorente, who did their time in the Marine Corps, and I, you know, I’ve always looked up to them. And it was around 2015 that I was invited to a golf event that was a a fundraiser. At that point, they were called the the Marsac Foundation. And then they rebranded to the Marine Raider Foundation now. And it was my opportunity to go see, you know, the work that they were doing. And that’s when you start realizing, you know, um, there’s such a need for helping those that have sacrificed the most. And it’s not just about, you know, everybody thinks, oh, well, you know, the the people that died sacrificed the most and no doubt, you know, it’s a terrible thing, but people forget about the people that are still living that went out there, sacrificed over so many tours, have their family at home, put their family through stress. Now we’re getting out. Or, you know, could be that they got injured in there and and they’re still in. But at the end of the day, you know who’s helping them, right? Who’s looking out for them and who’s thanking them, not just with their words but with their resources. Whether it’s your time, whether it’s your money. And the Marine Raider Foundation is one of the most effective foundations that are out there. I mean, when you start looking at the dollars that go to mission, it’s in the high 90%. I mean, over and over again, it’s, you know, 97%, 98%. Right? I mean, it’s it’s tremendous the amount of impact that they’re making across all the Marine Raiders and how focused they are on mission.

Lee Kantor: And then so what’s been your work with them? Like, how were you involved with them?

Jason Perez: Yeah. So, um, I’ve been a contributor, uh, as a donor for over a decade and also an ambassador for them. Just getting other donors involved and obviously participating in every fundraiser and charity event that’s possible. And this year, my hope is to kick off my own event, um, which would be, uh, I’m involved in Jiu-Jitsu. And so my thought was to start a, a role a thon, right? Where essentially, instead of running a marathon, instead of doing A5K, uh, everybody comes over to the, to the, you know, Jiu-Jitsu studio, and we all roll for 12 hours straight, right? Raising money for the Marine Raiders. So I’m pretty excited about that. I, um, I think again, the work that they do, the need that’s there, um, It’s such an important cause for the families, both on the legacy side and, you know, the opportunity to bring them together, to get supported and to transition, um, out of the Marine Raiders into the civilian and professional world.

Lee Kantor: Now is the Marine Raider Foundation. Is that a Georgia based or is that national?

Jason Perez: Uh, I believe it’s out of San Diego. I say that because, um, it was out of San Diego, and then, um, there was Camp Pendleton and Camp Lejeune, right. And they moved all the Marine Raiders out to North Carolina. So I don’t know if the foundation moved with them. Um, I still have all the same contacts, uh, that are out of San Diego, so I assume they’re still out of San Diego, although the Marine Raiders are out of North Carolina.

Lee Kantor: And then so are the contingent here in Georgia, though, are you kind of championing Georgia, or is there a group here that you’re part of in Georgia.

Jason Perez: Well, that’s that’s what we’re trying to start. Right. That’s that’s what we’re trying to build. So for the people that are here in Georgia, um, that would like to get involved into and would like to support the Marine Raider Foundation. Um, I would like to, you know, my emails, if it’s okay. I would love.

Lee Kantor: To.

Jason Perez: Yeah, sure. Share it. Yeah. My emails. Jason at YARDZ. That’s why a d z.com. Um, I would like to start to get that together. Again, I’m trying to put together our first event this November around the marine, uh, birthday. So, um, it’ll be in early November. And hopefully, you know, we get a lot of people involved and this becomes a regular occurrence.

Lee Kantor: And, um, for folks who want to learn more about Marine Raider Foundation, just Google Marine Raider Foundation.

Jason Perez: That’s you can Google it, or you can just type in Marine Raider foundation.org.

Lee Kantor: Good stuff. Well, Jason, thank you so much for sharing your story. Um, as we’re trying to tell the stories of, um, how to serve the veteran community more. Thank you for making us aware of this great organization and for folks in Georgia who want to get involved with them. Please contact Jason, uh, to learn more. It’s an important cause, and it’s important to the work that we’re doing here.

Jason Perez: Well, thank you so much. Lee, for having me on. And also having this, um, as a vessel to to help veterans. Right. And to inform people about, you know, the need.

Lee Kantor: Yeah. Well, Jason, thank you again for sharing your story, doing important work. And we appreciate you.

Jason Perez: Yeah. Thank you. Have a great.

Lee Kantor: Day. All right. This is Lee Kantor. We’ll see you all next time on Veterans Business Radio.

 

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