Julie Keyes, KeyeStrategies, LLC, Thomas Hamm, SMASH Wellness, Jennifer Montellanico, Insperity, and Dan Mahony, Transcendent Sales Solutions (Family Business Radio, Episode 38)
On this edition of Family Business Radio, host Anthony Chen welcomed four accomplished business leaders to the studio. Julie Keyes, KeyeStrategies, discussed how her own business transitions help her counsel business owners on their own exits. Thomas Hamm, SMASH Wellness, discussed his executive wellness coaching practice, while Jennifer Montellanico of Insperity shared the payroll and benefit services her firm offers. Finally, Dan Mahony discussed his work as a fractional sales executive and how he addresses the sales problems his clients face.
Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.
Julie Keyes, Founder/President, KeyeStrategies, LLC
Julie Keyes is a Certified Exit Planning Advisor (CEPA) the founder of KeyeStrategies, LLC in Minneapolis, MN specializing in exit and transition consulting for owners of lower and middle market companies. Julie has been an entrepreneur most of her life. As the founder and operator of several companies, she understands what keeps owners up at night.
She works with business owners who seek to understand and maximize their exit and critical transition options. She is actively involved with the Exit Planning Institute, as a faculty member and regular content contributor, and winner of EPI’s “Thought Leader of Year” in 2017 and 2022.
She is also on faculty for Hoopis Performance Network and a Speaker Network member. Her speaking engagements for the financial services and entrepreneurial organizations have included NAIFA, WIFS, FPA, NAWBO, Merrill, UBS, LIMRA, Lincoln Financial Services, Principal Financial Group and Frost Bank.
Julie recently released the 2nd Edition of “Poised for Exit” a book which helps owners of privately held companies navigate the process of business exit. Her weekly podcast, also called “Poised for Exit”, provides content relevant to business owners and advisors alike, and can be found on all major podcast platforms.
She also produced an online course specifically to help advisers educate their clients and prospects on the process of Exit Planning called “Business Transition Readiness: An Owner’s Guide to the Process”.
On a personal note, Julie and her husband Shaun have 8 children and 10 grandchildren, so when she’s not working, she’s spending time with them doing something fun, active, and outdoors.
SMASH Wellness
SMASH Wellness is a world-class wellness concierge service that will customize and entire team of professionals to optimize your human experience. They are your fitness gps to not only achieve your goals but, to surpass them by creating an environment to be your best version of yourself. They are a fine dining white linen event within wellness. Their services are In-Person and Virtual and can be taken anywhere, anytime and as much as you would like.
When you come to SMASH Wellness you are not a number, you will not get lost and you matter!
Website | LinkedIn | Facebook | Instagram
Thomas Hamm, Founder and CEO, SMASH Wellness
Thomas Hamm is CEO, the evangelist at the helm, and after 20 years in the business, he still loves to drive personal success. He is an enthusiastic motivator, trained chef, and carries numerous certifications relative to fitness and nutrition. He is energetic, easy to work with, and fun to be around.
Thomas comes to the table with world-class expertise. He has studied, traveled, and worked with clients in beautiful cities around the globe: Napa Valley, Sydney, Charleston, Miami, San Fransisco, Vail, New York, Luzern and Zurich, Atlanta, Strasbourg, Santorini, Athens, Rome, Milan, Florence, Venice, Oxford, Bath, Lake District-UK, London.
Insperity
We work with small to mid sized businesses in the greater Atlanta area to help them improve efficiencies, reduce risk, and contain cost on all areas surrounding their people. At Insperity, we will match you with a package of HR solutions that truly fits your business. You’ll get access to better benefits, time-saving technology and the first-class service you deserve – complete with dedicated support.
Website | LinkedIn | Facebook | Twitter
Jennifer Montellanico, Business Performance Advisor, Insperity
A seasoned sales & sales leader with 20 years of experience, she has worked with every business industry, preferring to work with Small / Medium businesses to see the true impact. Born and raised in Atlanta, she is a true community advocate working with multiple NFP organizations and currently serving on the board of Cool Girls, Inc – Dedicated to the self empowerment of at-risk girls in Atlanta.
Transcendent Sales Solutions, LLC
Transcendent Sales Solutions is focused on empowering companies with tactical sales strategies to accelerate revenue growth. Dan is an agile, results-oriented, and charismatic leader with a proven track record of turning underperforming sales organizations into revenue producing market leaders. He has a unique ability to create sales messaging and processes that increase revenue, decrease headaches, and provide order and definition in place of chaos and confusion.
Website | Facebook | Instagram
Dan Mahony, President & Founder, Transcendent Sales Solutions, LLC
Dan Mahony is the President of Transcendent Sales Solution, a company that helps and empowers small to mid-sized businesses in turning underperforming sales teams into revenue-producing market leaders. Transcendent Sales Solutions takes a proven results-oriented strategic and tactical approach by developing successful sales plans, building a strict sales approach, and aligning sales teams that will help a business marketing operation run effectively. Dan has a unique ability to create sales messaging and processes that increase revenue, decrease headaches, and provide order and definition in place of chaos and confusion.
Anthony Chen, Host of Family Business Radio
This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext 5075 or by email at anthonychen@lfnllc.com.
Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long-term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.
The complete show archive of “Family Business Radio” can be found at familybusinessradioshow.com.
