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Mary Adams, Exit Planning Exchange (The Exit Exchange, Episode 1)

January 21, 2021 by John Ray

Exit Planning Exchange
North Fulton Studio
Mary Adams, Exit Planning Exchange (The Exit Exchange, Episode 1)
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Mary Adams, Exit Planning Exchange (The Exit Exchange, Episode 1)

On the debut episode of “The Exit Exchange,” Mary Adams, Executive Director of the Exit Planning Exchange, joins the show to discuss the vision and mission of the organization and its local chapters, why collaboration among advisors is vital, and the unique issues which arise for advisors in working with privately-held businesses. Mary also lauds the XPX Atlanta Chapter and holds it up as an example for future XPX chapters in formation. This edition of “The Exit Exchange” is co-hosted by David Shavzin and Bob Tankesley and is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

XPX – The Exit Planning Exchange

The Exit Planning Exchange (XPX) is a multi-disciplinary community of professional advisors who work collaboratively to help owners build stronger businesses, prepare for, and execute successful business transitions. Their members, who represent 12 advisory professions, understand the value of private companies to our communities and that successful transitions require a broad view of the entire life cycle of a private company including:

– Business value growth
– Business value transfer
– Owner life and legacy

The first Chapter opened in 2007. They now have Chapters in thirteen markets in the U.S. with four more Chapters in development. The strength of their network shined in 2020 when they supported each other and their clients while growing their membership by 10% and sponsors by 5%.

Mary Adams, Executive Director, XPX – The Exit Planning Exchange

Mary Adams, Executive Director, Exit Planning Exchange

Mary Adams is a consultant, speaker, and practitioner of intangible capitalism which focuses on the long-term pursuit of both profits and prosperity.
Her current work is focused in three communities that she helped create:  The Exit Planning Exchange that brings long-term thinking to the private company market.  The Integrated Reporting U.S. Community that brings long-term thinking to public companies. And Smarter-Companies, a specialty consulting community that provides methodologies and tools to support intangible capitalism.

Mary is the co-author of Intangible Capital: Putting Knowledge to Work in the 21st Century Organization. Prior to starting her consulting firm in 1999, she spent 14 years as a high-risk lender in the U.S. and Latin America at Citicorp and Sanwa Business Credit. She received a BA in Political Science from Rice University and a Master of International Management from the Thunderbird School (now part of Arizona State).

Company website

Company LinkedIn

Mary Adams LinkedIn

Questions and Topics in this Interview:

  • What makes the lower/middle market unique?
  • How does exit planning fit into this?
  • What is XPX’s role in this ecosystem?
  • The XPX Chapter in Atlanta is relatively new but just became the largest single Chapter–tell us about that.
  • What kinds of things are necessary to return to productivity?
  • How can XPX help our listeners?

Exit Planning Exchange

The Exit Planning Exchange Atlanta (XPX) is a diverse group of professionals with a common goal: working collaboratively to assist business owners with a sale or business transition. XPX Atlanta is an association of advisors who provide professionalism, principles and education to the heart of the middle market. Our members work with business owners through all stages of the private company life cycle: business value growth, business value transfer, and owner life and legacy. Our Vision: To fundamentally changing the trajectory of exit planning services in the Southeast United States. XPX Atlanta delivers a collaborative-based networking exchange with broad representation of exit planning competencies. Learn more about XPX Atlanta and why you should consider joining our community: https://exitplanningexchange.com/atlanta.

“The Exit Exchange” is produced by John Ray in the North Fulton studio of Business RadioX® in Alpharetta. The show archive can be found at xpxatlantaradio.com. John Ray and Business RadioX are Platinum Sponsors of XPX Atlanta.

Tagged With: Bob Tankesley, business value growth, business value transfer, David Shavzin, exit planning, Exit Planning Exchange, Mary Adams, middle markets, owner life and legacy, private companies, privately-held businesses, Succession Planning, XPX Atlanta

The Personal Decisions Involved in Selling a Business, with Cliff Bishop, Brady Ware Capital

January 21, 2021 by John Ray

CliffBishopBradyWareCapital
North Fulton Studio
The Personal Decisions Involved in Selling a Business, with Cliff Bishop, Brady Ware Capital
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The Personal Decisions Involved in Selling a Business, with Cliff Bishop, Brady Ware Capital

Cliff Bishop: We are seeing a lot of sellers that kind of say, “I’m tired of this now.” Or maybe the opposite. Maybe they’ve been away from the office a little bit, working remotely, and say, “You know, I like this. It’s time for me to move on if I can get the value for my business.” And I think it’s so important as a seller. I think there’s a lot of business owners listening to this – it’s not all about dollars and cents. There’s a lot of emotion and personal preference in this.

Cliff Bishop:  So, you might ask Mike and I, “When should I sell my business?” We can’t answer that. We can educate you on some of the facts, but it’s a very personal decision. When is it time to walk away? We have some owners that are 80 years old that it’s their life. They’re never going to sell and I would tell them they shouldn’t, because they come in every day. It keeps them vibrant. It’s what they like to do. There’s others that are 45 that say, “I view this as just like buying a stock. If you can give me the right number, I’m going to sell it.”

Cliff Bishop:  I have a passion about that, though. As a seller, you need to think about your life after selling. But, honestly, most people when they sell are going to have enough money to live happily ever after if we do our jobs right, which we will. But from a lifestyle and day to day “what am I going to do?” That’s really important.

Cliff Bishop, President, Brady Ware Capital

Cliff Bishop joined Brady Ware’s Mergers & Acquisition’s team in 2004 and is President of Brady Ware Capital. Cliff has more than 20 years of experience working with middle-market companies. Formerly a Senior Vice President in commercial banking with a large regional bank, Cliff provides creative solutions relating to mergers, acquisitions, and capital raising projects. Cliff’s creativity combined with his extensive experience in structuring, negotiating, and executing transactions equates to exceptional results for Brady Ware clients.

Cliff earned his undergraduate degree in finance from Indiana University and his MBA from the University of Dayton. He also holds the Series 7 and 24 securities registrations. Cliff was chosen as one of Dayton’s “Forty Under 40” business leader award recipients and is a graduate of Leadership Dayton.

Cliff is an active volunteer/board member with the YMCA of Metropolitan Dayton and currently serves as the Chair of its Board of Directors. He has also been a volunteer for Big Brothers/Big Sisters of the Miami Valley and Junior Achievement in the Dayton Public Schools.

You can listen to the full Decision Vision interview here. 


The “One Minute Interview” series is produced by John Ray and in the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Decision Vision Episode 100: Should I Start a Podcast? – An Interview with David Sparks, Sparky Media

January 21, 2021 by John Ray

should I start a podcast?
Decision Vision
Decision Vision Episode 100: Should I Start a Podcast? - An Interview with David Sparks, Sparky Media
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Decision Vision Episode 100:  Should I Start a Podcast? – An Interview with David Sparks, Sparky Media

“Should I start a podcast?” is a great question to be asked of someone who publishes not just one, but three different shows. David Sparks of Sparky Media joins host Mike Blake to discuss the “whys” behind his podcasts, how he balances his law practice with his podcast activity, and much more. “Decision Vision” is presented by Brady Ware & Company.

David Sparks

David Sparks is a nerd who podcasts about getting more out of your Apple Technology, Automating your life, and getting more focused. David also publishes MacSparky.com where he writes about finding the best tools, hardware, and workflows for using Apple products to get work done. David’s favorite thing to do is build the MacSparky Field Guides. When not doing all that stuff, David practices a bit of law.

Mike Blake, Brady Ware & Company

Mike Blake, Host of the “Decision Vision” podcast series

Michael Blake is the host of the “Decision Vision” podcast series and a Director of Brady Ware & Company. Mike specializes in the valuation of intellectual property-driven firms, such as software firms, aerospace firms, and professional services firms, most frequently in the capacity as a transaction advisor, helping clients obtain great outcomes from complex transaction opportunities. He is also a specialist in the appraisal of intellectual properties as stand-alone assets, such as software, trade secrets, and patents.

Mike has been a full-time business appraiser for 13 years with public accounting firms, boutique business appraisal firms, and an owner of his own firm. Prior to that, he spent 8 years in venture capital and investment banking, including transactions in the U.S., Israel, Russia, Ukraine, and Belarus.

Brady Ware & Company

Brady Ware & Company is a regional full-service accounting and advisory firm which helps businesses and entrepreneurs make visions a reality. Brady Ware services clients nationally from its offices in Alpharetta, GA; Columbus and Dayton, OH; and Richmond, IN. The firm is growth-minded, committed to the regions in which they operate, and most importantly, they make significant investments in their people and service offerings to meet the changing financial needs of those they are privileged to serve. The firm is dedicated to providing results that make a difference for its clients.

Decision Vision Podcast Series

“Decision Vision” is a podcast covering topics and issues facing small business owners and connecting them with solutions from leading experts. This series is presented by Brady Ware & Company. If you are a decision-maker for a small business, we’d love to hear from you. Contact us at decisionvision@bradyware.com and make sure to listen to every Thursday to the “Decision Vision” podcast.

Past episodes of “Decision Vision” can be found at decisionvisionpodcast.com. “Decision Vision” is produced and broadcast by the North Fulton studio of Business RadioX®.

Visit Brady Ware & Company on social media:

LinkedIn:  https://www.linkedin.com/company/brady-ware/

Facebook: https://www.facebook.com/bradywareCPAs/

Twitter: https://twitter.com/BradyWare

Instagram: https://www.instagram.com/bradywarecompany/

TRANSCRIPT

Intro: [00:00:01] Welcome to Decision Vision, a podcast series focusing on critical business decisions. Brought to you by Brady Ware & Company. Brady Ware is a regional, full service accounting and advisory firm that helps businesses and entrepreneurs make visions a reality.

Mike Blake: [00:00:21] Welcome to Decision Vision, a podcast giving you, the listener, clear vision to make great decisions. In each episode, we discuss the process of decision making on a different topic from the business owners’ or executives’ perspective. We aren’t necessarily telling you what to do, but we can put you in a position to make an informed decision on your own and understand when you might need help along the way.

Mike Blake: [00:00:41] My name is Mike Blake, and I’m your host for today’s program. I’m a director at Brady Ware & Company, a full service accounting firm based in Dayton, Ohio, with offices in Dayton; Columbus, Ohio; Richmond, Indiana; and Alpharetta, Georgia. Brady Ware is sponsoring this podcast, which is being recorded in Atlanta per social distancing protocols. If you like this podcast, please subscribe on your favorite podcast aggregator and please consider leaving a review of the podcast as well.

Mike Blake: [00:01:07] So, today is a bellwether show. Today, we are recording show number 100, and I can’t believe that we’ve gotten this far. But we’ve had some fascinating conversations, some wonderful guests. And, frankly, I’ve learned so much, not just about the topics, but about the guests too. Some of these guests are people that I’ve known for a long time, but I’ve never quite had these same kinds of conversations as we’ve had with the podcast. And based on the listener support, it sounds like you guys seem to think that this is useful, too, and that’s very gratifying.

Mike Blake: [00:01:43] So, you know, given that most podcasts don’t make it past episode six or seven, and the last podcast I did, Startup Lounge, made it to, I think, 42 or 43, I don’t mind telling you that I’m really proud of reaching this milestone. And I’m so thankful, as I’ve said many times but it never gets old, to you, the listeners, for supporting this; and and for my firm, Brady Ware, for supporting this; and, you know, the team we have with John Ray at Business RadioX and our marketing team; and the guests who’ve been wanting to come on and be very open, be very vulnerable, be very frank. I’m sort of the lead guy on this, but it’s very much a team effort, and I can’t thank you enough.

Mike Blake: [00:02:29] So, my present, if you will, to you, is, I think, a really fascinating topic and a very intriguing guest. So, today’s topic is, Should I have a podcast? And I think this is pretty apropos because I’m asked a lot like, “Why do you do the podcast? It seems like it’s a lot of work. And I’m glad you do it. We enjoy it. But why do you do it? What do you get out of it?” And, you know, being in the professional services world, I’m asked a lot – I’m asked frequently, you know, do you get business out of it? And that’s a very complicated question.

Mike Blake: [00:03:07] I can answer very directly. You know, do I put out a podcast and then I receive five emails from people that need a business appraisal? The answer is no. On the other hand, does putting out knowledge and contributing something, contributing a different voice to the internet and to the podcasting sphere, does that create brand? Does that create a way for people who’ve heard about me or about the firm from some other place to then sort of check us out and see, literally, if they like what they hear? I do think that that has an impact. But I don’t think you should believe me or take my word for it necessarily.

Mike Blake: [00:03:46] We have a very special guest that I’ve been looking forward to this podcast I don’t think like any other. And that podcast is David Sparks, who I “know him” from the Mac Power Users podcast. And I’m going to talk about my relationship with that in a minute because it sort of sets a table. About five or six years ago, I went into becoming a sole practitioner. I did the same thing I think David did, you know, decided, “Look, I’m not going to work in an institution anymore.” And I spent most of my professional life in the IBM PC world. But what had happened about two days after I hung up my sole proprietor shingle, every computer in our house just decided it was just going to stop working.

Mike Blake: [00:04:36] And here I am. I’m on my own. I’m stressed out. I have clients. I’m trying to build a company. I’m building a website. You know, every day a new page is being built. And all of a sudden, I’m having to do tech support on my wife’s computer and my two sons computers, and even mine was acting up. And so, what I did that day or the next day is, I backed everything up that I could. I took all those computers away and we went to the Apple store and we replaced every single device, except our phones, but every single computer with an Apple Mac. And I had not been a Mac user since college. Having moved into finance, Mac and finance don’t work all that well together. And so, we sort of nudged over into the PC area. But that had cost me so much time and so much in terms of nervous mental energy that I just didn’t know – you know, it just was unsustainable. But I remember no machine is perfect, but Macs just simply worked. And you just didn’t have to worry about that stuff. And so, we migrated over to Macs. But the last Mac operating system I had used, I think was System 7, it might have been System 8.

Mike Blake: [00:05:51] And so, you know, how am I gonna learn how to do all this? And I happened upon the Mac Power Users podcast. And back then, they’re in the 300s of episodes. And, you know, listening to that podcast was helpful, not just because they really were excellent in getting me up to speed in how to use a Mac and integrate it into business. But it’s also a sneaky, good business podcast for the sole practitioner. You know, David is a sole practitioner. I think at the time his co-host, Katie Floyd, was also a sole practitioner. And they talked about the things that were sort of day-to-day in my life that I was addressing. It happened to be with the technology platform that I had just converted to.

Mike Blake: [00:06:36] And so, you know, they became sort of my informal mentors. And I frankly do not think that my business would have been as successful as it had been and that transition would haven’t been as successful as it had been had I not had access to that podcast. So, you know, when I decided I want to do a podcast about podcasts, there’s really only one person I wanted to get on the show. And I’m so glad that David agreed to come on and talk to us. So, that’s my background of why I wanted David on.

Mike Blake: [00:07:12] Let me introduce him, because he’s really a fascinating guy. You know, he’s an Orange County, California business attorney and considers himself a geek. I think he wears that badge with honor. He’s a podcaster – as we will talk about – blogger and author who writes about finding the best tools, hardware, and workflows for using Apple products to get work done. He writes for Macworld magazine and speaks about technology. David has been a business litigation and non-litigation attorney for 27 years, his firm’s name is Sparks Law. And is as comfortable working with multi-million dollar firms as he is with a few guys and a laptop – that’s California for you.

Mike Blake: [00:07:49] One of the superpowers is using technology to secure the best outcomes for his clients. David helps clients negotiate and document agreements, catch and solve little problems before they become big problems, and generally helps his clients succeed. As I mentioned, David is also a co-host of the Mac Power Users podcast. He also is co-host of the podcast called Focused and also, I think, Automators. He publishes a business daily blog at macsparky.com. David has also published and continues to publish Apple device specific field guide and a gift wrapping field guide as well. That has also saved my bacon because I’m dreadful at that. And this year, I believe, David has launched a YouTube channel. David Sparks, thank you for coming on the program and welcome.

David Sparks: [00:08:33] Thanks. It’s my pleasure to be here. Congratulations on Episode 100. That is no easy feat.

Mike Blake: [00:08:40] Well, thank you. As I mentioned, it’s a team effort. But we’ve got a way to go to catch up to you guys. You’re on what, 569, something like that?

David Sparks: [00:08:48] Yeah. We’re recording that today. You know, I’ve obviously lost track. I think we’re recording 570 something today. So, yeah, we’re up there.

Mike Blake: [00:09:00] And hopefully, we’ll never catch up because that means you’ll never stop.

David Sparks: [00:09:02] Yeah. It’s fun. I mean, I think that’s one of the reasons why you get to Episode 100 is you enjoy the process and you feel like you’re making a difference. So, you know, it’s easy to keep going once you get that momentum rolling, just like anything in life, right?

Mike Blake: [00:09:18] I think that is right. After a while, rather than the podcast being seen as something that you have to do, it’s something that’s just sort of baked into your DNA. And if you’re not doing it, at least my body and my head sort of says, “Well, where is it?”

David Sparks: [00:09:34] Yeah. Like, if you take a week or two off through the holidays, maybe you get ahead or whatever, and you feel itchy for it, then you know that it’s got you.

Mike Blake: [00:09:44] Yeah. I think that’s right. I think that’s right. So, David, you know, I sort of see you as a Mac guru. You have so many identities when you go through these and I think that’s a fascinating story. But I want to ask – and I know this because I listen to the podcast, but the listeners maybe don’t – you know, what Apple devices are you using on a daily basis? And have you upgraded to Mac silicon yet?

David Sparks: [00:10:07] Yeah. Of course, I got one of the very first Silicon Macs. It’s an amazing laptop. I actually am trying to, like, scale back my talk about this computer because I just can’t get over how good it is. It’s really fun when you are a fan of technology when you see something revolutionary happen. Because so much of technology is evolutionary. But what Apple did was just with one move they doubled the battery life and tripled the power of a laptop. And it’s just amazing, right? And the bar has been reset. So, it’s very exciting. And they’re going to be, you know, expanding that Apple silicon to other devices over the next year. So, lots to look forward to if you’re a geek right now.

Mike Blake: [00:10:56] And, you know, it doesn’t hurt, there’s lots of content for the podcast.

David Sparks: [00:11:00] Yeah. That, too. I mean, it is crazy. And, you know, people have been talking about this and whispering about the idea that Apple would take the Intel chips out for years now. And one of the things I like about Apple – and there’s plenty of things I don’t like about Apple, too, but one that I do like about it is, they’re a very deliberate company and you can tell that they have literally years of work into this transition. But then, one day they say, “Hey, here it is.” And wow, I mean, it is something else.

David Sparks: [00:11:33] Like, I am recording right now on an Apple Silicon Mac with this podcast, and I don’t have the power plugged in. I’ve been making podcasts for over ten years, this is the first time I’ve ever done it without the power plugged in. And I have no fear of losing battery throughout this recording unless we talk for ten hours.

Mike Blake: [00:11:57] Well, we won’t. I would but you shouldn’t. And I know that you have another podcast. But I do have to ask this, this is one quick follow up before I get to the podcast part, you know, I know you’ve loved your your iMac Pro. Is that going to get relegated? Or in your world, is there a role for both – you know, did you get the MacBook Air or the MacBook Pro?

David Sparks: [00:12:22] I have a MacBook Pro and, as you mentioned earlier, I have an iMac Pro as well. So, my computer set up, I’m a two computer person. I have a big one on my desk with a big 27 inch screen and I have the laptop. I normally would be actually doing this recording on the iMac Pro, but the pandemic has brought my kids home from school and you know, I live in California, so our houses are small. And so, I have to do the laptop in a bedroom of the house now for podcast recording. But to answer your question, I use the iMac Pro way more than my laptop because, you know, the 27 inch screen is a complete game changer. You know, I can have a Microsoft Word document and a web browser and two or three things on the screen at once. And I like a big window into my computer.

Mike Blake: [00:13:17] So, now switching gears, you know, the thing about – you know, I’ve listened to your podcast, as you know, for a long time. I listen to Focused as well. But one of the things I enjoy about doing this podcast, even with people I know, I do some homework before the podcast and I learn about the guests. And even with people that I’ve known for years, I learn something new that I did not know about them. And in your case, I mean, you do a lot of things, do you have a day job? I mean, is there one thing that you describe as your day job? Or how would you describe kind of what you do?

David Sparks: [00:13:52] It’s kind of weird. And you were talking earlier about how, you know, the transition of making podcast turns into getting clients for your day job. And I could tell you stories about that. It does work, but it’s a very indirect route. But, you know, I started out a lawyer who just had an itch to scratch about being a nerd. I never really thought of this as an alternate career. And then, I just started writing and that turned into book deals. And that turned into podcasts and all sorts of things. But I have really kind of balanced them out. I mean, I spend, probably, about – you know, it’s in the 50-50 range. But some weeks, you know, the balance lies between one or the other being a lawyer and being MacSparky.

David Sparks: [00:14:40] But it really is probably a bad idea to do two things. I mean, when you think about it, you know, how do you manage two very different careers at the same time? But I also put very specific boundaries around them. You know, there are things from MacSparky that I turned down because I know I just don’t have the time for it. And there are things as a lawyer. Like, I was a litigation attorney for 20 or so years, you know, I went to court, shined my shoes, made my case. And I got to a point where I realized that is just not what I wanted to do anymore. I mean, there’s so much negativity in the litigation process. And there were so many cases that I would win. And then, the other side would declare bankruptcy or flee the country or something. And I felt like I wasn’t helping solve the problem.

David Sparks: [00:15:32] And at the same time, I was developing my law practice into what I call Preventative Law, where I’ve got all these, you know, small to medium sized companies I represent. And I spent a lot of my time helping them try to write their contracts in ways that they don’t get sued and avoid trouble. But the downside is, for a lawyer at least, litigation is like a bonfire of $100 bills. You make so much more money when you represent somebody in litigation. So, I just refused. I decided to give up the most lucrative part of my business.

Mike Blake: [00:16:12] Well, for what it’s worth, I’m right there with you. You know, my nominal day job is in business appraisal, and you’ve probably used expert witnesses like me. And I stopped doing that about three years ago for a lot of reasons. But one of them also was, you know, I’m not sure as an expert, I was ever solving a problem. You know, you’re trying to win a case. And it’s also one of the most lucrative gigs that you can get in my world. But, you know, it doesn’t really just sort of – and I don’t – how am I going to say this? I don’t look down on people that do this for a living. It’s a necessary part of the legal system. But, you know, it’s not just for me. And, you know, it’s also a grind out. Imagine if you’re still in litigation because the nature of the cadence of the way that works, that would be very difficult to maintain one podcast, let alone multiple podcasts and e-books and everything else that you do, too, right?

David Sparks: [00:17:14] Sure. Yeah. I mean, the thing that really ended litigation for me was a case I was working. I have a lot of knowledge with trade secret law. In California, that’s a big deal. And I had a trade secret case and I was deposing the other side and he started to perjure himself. And then, now that he perjure himself, the lawyer – this young dumb lawyer – went on the record and perjured himself as well. Lawyers shouldn’t give testimony, but this guy, he was young and he didn’t know any better. And I walked out of that room. And when I was a younger man, I would have been celebratory, like, “Great.” You know, as soon as someone perjures himself, you’re going to destroy him at trial. It’s a foregone conclusion. Because you can prove lies, believe it or not.

David Sparks: [00:18:02] But instead of feeling victorious, I just felt empty, you know? And then, I realized, “Oh, you know what? I don’t have what it takes anymore for this game.” Because this stuff just makes me sad. It doesn’t make me happy. And I started shutting down the litigation practice. And, of course, it took a year or so because I had to finish the cases I was in. But once I was done – and it’s been great because although I did take a pay cut, the work I’m doing, I feel very enriched for. Whereas, at one point I was wondering, “Am I going to have to get out of law?” To, now, I feel like I could be a lawyer for the duration doing the stuff I’m doing that I really enjoy.

Mike Blake: [00:18:41] So, think back to when you started the Mac Power Users podcast, it’s got to be over a decade now, what were yours and Katie’s goals when you launched it? What did you try to do?

David Sparks: [00:18:54] Well, you know, podcasting is an interesting thing. To get into podcasting, you have to really love the subject that you’re getting into. I get emails from people saying, “Well, I want to start a podcast and, you know, make a bunch of money on it.” And I just laugh. I mean, it’s not. Go get a job at McDonald’s if you want to make money, because you probably more likely to make money there than making a podcast. But it has to be something you’re passionate about.

David Sparks: [00:19:19] And Katie and I were friends, and we wanted to make a podcast related to Apple. And we spent six months figuring out the concept for the show because I did not want to make one more Apple podcast. I mean, there’s a bunch of them out there. Most of them are, like, what’s the next iPhone going to look like kind of podcast, where they look at the news and rumors and they pontificate about them for an hour and then they leave. And a few days later, the content is useless. And the idea of talking news and rumors to me is like, you know, “What’s the point?” So, I didn’t want to make a show unless I thought we could bring something to the table. And at the time, friends of ours who had successful Apple podcast are telling us, you know, “You’re too late. You shouldn’t do it anyway. There’s already so many. What’s the point? It’s crazy.”

David Sparks: [00:20:10] But I thought, well, if we had a different angle, if we could come to something. And then, I asked myself, “Well, what is the podcast that I would like to listen to that doesn’t exist now?” And that’s how I came up with the concept of Mac Power Users. And Mac Power Users is a show that takes on topics like, you know, we’ll spend two hours talking about how to get better at email or we’ll have a guest in that scores movies and find out what they use or technology, how they make a movie with their, you know, musical score. So, we try to find people who solve interesting problems or talk about solving problems with your technology. And Katie, my co-host at the time, said, “That’s a great idea. There’s only, like, ten shows and we’ll run out of content.” And, now, we’re on 570. So, it’s all good.

David Sparks: [00:20:55] But I do think the trick is finding something you’re passionate about, maybe bringing a different voice or different idea to the table if you really want to, you know, make a podcast that’s going to make a difference.

Mike Blake: [00:21:08] So, one of the challenges we have on our show – and I think this is a common challenge. But I may learn something here, which is great – is, you know, we struggle with tracking our audience engagement. How do we know how many people are actually listening? And, you know, are we making an impact other than the emails we get and so forth? First of all, do you track it? Do you bother? And if so, how do you go about tracking it?

David Sparks: [00:21:34] Kind of. I mean, it’s got a lot better. When we first started, the way Apple would distribute the podcasts would be, they’d break the audio file up into segments. Like, for one podcast, people would have four downloads. And then, if you saw the download numbers, they’d be off because there would be four downloads and there’s just one. Well, now we’ve figured out ways to actually track how many people are downloading in terms of, like, audience engagement. Like, do you know how many people skip ads? Or how many people stop halfway through? We don’t know. And, honestly, I think that’s a feature, not a bug. I don’t want to get real creepy with my audience about, you know, how much they’re listening to. I do know that people listen. That it helps people. I hear it from them all the time.

David Sparks: [00:22:21] Like, what you said today earlier just made my day. I just love hearing that something we did helped you through a tough spot. But, you know, the problem that happened on the Internet is the tracking bugs and pixels and all the things that people have done to get creepy about what people are doing on the Internet, that hasn’t made its way to podcasts. Podcast is built on RSS, which is a very open standard framework. And it doesn’t lend itself to those kinds of things. In the industry, I think, as podcasters need to kind of stick to that and not let advertisers and, you know, people that are doing analytics come in and try and do all sorts of weird things to our audience. So, we’ve actually kind of really stood strong against that. When advertisers ask us to do stuff like that, we tell them, “Thanks, but no thanks. We’ll get another advertiser.”

Mike Blake: [00:23:15] Yeah. And I think that sort of speaks to the goal, right? Your goal is not to turn this – and it doesn’t sound like your goal is to turn this into a marketing tool for David Sparks and Katie Floyd, now, your current co-host, Stephen. But it’s really about sort of helping people. Correct me if I’m wrong, but it’s about helping people and bringing a voice first. And then, if there’s collateral benefits along the way, great.

David Sparks: [00:23:40] Yeah. And I think if you do a good job of it, if you keep your focus there, there will be collateral benefits. I mean, you mentioned earlier, I make the MacSparky Field Guides, I feel like they’re good field guides and a lot of people buy them for the content. But I know some people just buy them because they like listening to the show every week and they want to help me out.

David Sparks: [00:24:02] When I went out on my own – I was with a firm for a long time. When I went out on my own, a bunch of people approached me about being their lawyer and I had to turn most of them down. I’m only licensed in California, you know. But a couple of them made sense as clients and turned into clients. I mean, I had a New York Times bestselling author hire me as her attorney. And she said, “You’re the lawyer that’s been in my ear for ten years once a week, and I trust you. And I don’t trust my existing lawyer.” And that kind of stuff, you know, pays dividends. So, those things come naturally. You don’t need to force them or do something harmful to your audience to get them.

Mike Blake: [00:24:43] So, when you and Katie set out to publish this podcast, can you talk about kind of what the key to-do list items were to get from idea and actual publication? And maybe this is an unfair question, but if you had to do it over today, what might that look like differently? Because at a minimum, the technology has changed. So, I have to imagine some of the steps might change today.

David Sparks: [00:25:10] I mean, the show Mac Power Users is a preparation intensive show. You know, I was talking earlier about new shows, those shows you just get on and you read the news and you talk about it. But with Mac Power Users, we’re going to give you a tutorial on email. We need to be up to speed on the latest apps and technology. So, we have a whole planning process. So, once we decide on a show, it could be months before we actually record it. And we have an outline we share and we, you know, trade ideas back and forth. And, you know, it just kind of evolves. Sometimes they come together quickly and sometimes it’s a little harder growing. But, you know, a lot of the work gets done before we even sit down at the microphones.

Mike Blake: [00:25:54] And I think that’s an important point that I want to sort of highlight to our audience is that, you know, I see a lot of podcasts or hear a lot of podcasts where it’s obvious there’s not a whole lot of preparation, and you can tell. You can tell when people are prepared and they’re not prepared. And look, there’s some people that can turn on a microphone, record a show entirely extemporaneously, and they can pull it off. Now, most of those people wind up working in professional radio or something. But for the rest of us mere mortals, at least, I can say for myself, for every hour show I record, there’s probably, about, five hours of prep – maybe three or four hours of prep. And with you as well, you know, every show you’ve got to become an expert because if you have a guest, you have to engage with your guests at an expert level. You don’t even ask the right questions.

David Sparks: [00:26:54] Yeah. Yeah. But that’s the fun part, I mean, for me. And if it is for you, then you’re doing the right thing.

Mike Blake: [00:27:02] Now, why did you decide that you’re going to do an interview show? You know, you could have done a show or just sort of you and Katie or Stephen talking. But you decided you’re going to have a guest in the show each week, which does make the show, frankly, a bit more complex. Why did you decide to go that route?

David Sparks: [00:27:20] The first year or so Katie and I did it, it was just the two of us. And I felt like the audience was getting to know our opinions really well. But we don’t have the only opinions on the planet. And I wanted to bring in outside people who were doing interesting things. I mean, when someone is a guest on a Mac Power Users workflow show, there’s really two fundamental questions, it’s what interesting thing do you do with your technology and how do you do it. And it’s not every week. Usually, we try to do it every other week. But sometimes, you know, we’ll do two or three in a row and sometimes we’ll go two or three weeks without doing one.

David Sparks: [00:28:03] But we find interesting people. Like, we just interviewed Austin Mann, who’s the guy Apple gives him their iPhones early. You know, he gets the pre-release iPhones. And he is an amazing travel photographer. And he took some of the iPhone cameras and he hiked up the narrows in Utah and took amazing pictures and showed what you can do with that camera. So, I wanted to get him on the show, but we talked about what he did with the Utah trip. But we also tried to turn that into, “Hey, if you’ve got an iPhone, how do you take a better picture?”

David Sparks: [00:28:40] So, you know, you just kind of figure out what the angle is. So, that show turned into a photo tutorial as much as it did an interview. And so, we do try to bring in people that have additional expertise or just a different look on things. Because I feel like every show, you can bring something that someone can get. I mean, my goal for the Mac Power Users – and, frankly, every podcast they make – is that, number one, high signal to noise. That if you listen, we goof off a little bit on microphone once in a while. That’s kind of fun. But we also really want you to get good content. And the second big request, for me, is that, every listener learn at least one thing useful in every show. And you never know what it’ll be. But if you do it right, hopefully they get something out of it.

Mike Blake: [00:29:32] Do you ever struggle to come up with topics? Do you ever find yourself, “Geez, what do we -” and I guess you guys are planning the shows out a long way in advance. But do you ever struggle for topics? Or do you find that just the subject matter so easily lends itself well to topics that it’s really more of a matter of just how to do the topic justice?

David Sparks: [00:29:53] It really it’s that latter, not the former. You know, one of the great things – you know, when we made the show, we called it Mac Power Users because Apple made Macs. But now they also make iPhones and iPads. And if you read the news, maybe cars. I mean, I don’t know. So, Apple comes up with all this new technologies, and that is just this constant source of material for the show. And then, the underlying technologies are changing. I talked about the email show earlier. We done three or four of them over the ten year run of the show because every few years technologies change a lot. And, you know, people are trying to make it better. And we want to bring the audience up to the latest and greatest. So, some topics we go back to once in a while. Some things kind of come out of nowhere. But we really never have a problem finding topics.

Mike Blake: [00:30:47] So, what do you find is the most challenging part about maintaining the podcast?

David Sparks: [00:30:55] I think the advice I give to anybody who wants to get into a podcast is, you absolutely have to bring consistency to the audience. If you make a podcast and you record and release one every blue moon, you’re never going to hold on to an audience, because they want consistency. Like, Mac Power Users drops every Sunday at 3:00 p.m. Pacific. And if you’re a listener and you know you’re going to have it in your car on Monday morning – I guess not as many people driving right now with the pandemic, but either way, you know that Monday morning when you do whatever you do that there’ll be a new episode of Mac Power Users there for you.

David Sparks: [00:31:37] And I think if you want to get into this racket, you need to really make a promise with your audience that you can keep. Now, maybe that means you just release once a month or once every two weeks, but be clear and stick to your schedule. And that’s the hard part because, you know, things happen in life and you get busy, like me and like you, too. I mean, you have other career that sometimes takes priority. But, you know, you still got to make time and do it.

Mike Blake: [00:32:08] Yeah. I think that’s right. Getting into the rhythm of just committing to be there. And I underestimated how important this was. And our producer, John, has been really helpful in terms of educating me on how important that is. But, you know, as I had podcasts, I listen to more podcasts, and I probably should even admit, let alone do. But, you know, I do look, before I add that podcast. Before I’m going to invest in this, are they still active? Do they publish regularly? Or is it just every once in a while when they feel like it? Because then I feel like I’m kind of setting myself up for disappointment. And there are enough opportunities to be disappointed in life that I don’t need to make a podcast subscription a contributor to that.

David Sparks: [00:32:56] Amen.

Mike Blake: [00:32:59] So, you’ve since added a second podcast, Focused. I did not know this until I did research, the third, Automators. What motivated you to add yet more podcasts? I think that starts to get you in a rarefied air that you’re able to maintain and publish three high quality podcasts on a weekly basis.

David Sparks: [00:33:21] Yeah. Well, the other two are not on a weekly basis, because I was very deliberate with those that they would be once every two weeks. So, the way I manage the production is that, every week I’m working on two podcasts, Mac Power Users and one other. And then, that is a schedule I can live up to. And the other two are just opportunities where there were – one of the things I tell people, “Make a podcast if there’s something that you have to absolutely get off your chest.” And in both of those cases, there were topics. Like, Automators is just a level deeper than Mac Power Users in terms of automation scales and stuff that really doesn’t fit into Mac Power Users’ outline. And then, Focused is, you know, I also have the productivity bug, you know, how do you be more productive? And I feel like, you know, productivity really is the wrong word. I feel like right now, in this day and age, the real super power is the ability to focus on one thing. Because we’ve got all these digital things that want to reach out to us, you know, Facebook and Instagram and all of these things that can grab your attention. And I think there’s a real crisis for people trying to hold on to their focus. And so, that was something I had to get out of my system so we make a show talking about that.

Mike Blake: [00:34:50] And, you know, to me, and correct me if I’m wrong, but I mean, on the surface, they seem like three podcasts, but there is a common thread. I mean, with all due respect, I know you don’t like the term productivity, but I do see them as different dimensions of, frankly, business productivity. One happens to be through technology. Another happens to be through process. Another happens through mindset. But that really is sort of the core competency, isn’t it? And probably it’s fair to say, I mean, that’s how you’re able to do all this. I mean, you do a lot and your family hasn’t thrown you out. I mean, by the way you described it, you seem to have a great family life as well. You’ve achieved a certain level of that elusive “work-life balance” – if there is such a thing to which many of us strive. And I’ll be willing to bet you that productivity, that’s a secret weapon.

David Sparks: [00:35:49] Yeah. Yeah. And just like getting focused and thinking about, you know, what is really important to you. I think it’s really easy if anybody sits down – one of the best exercises you can do is sit down and log everything you do over the course of a week or a month. And just look at it at the end and look at how much of it is just utter B.S. You know, how many dumb meetings did you go to? People find that there is a lot of extra time being wasted. And, you know, none of us are getting out of this alive. You know, we have a short amount of time here to do something. So, you know, I decided a while ago that I’m just done with that. If something isn’t really moving the ball forward for me, I’m just not going to do it. And it’s not that I’m super productive, it’s just that I’m super discriminating about where I spend my time.

Mike Blake: [00:36:43] You know, as a slight tangent, but I feel like it bears relevance here, one thing that’s taught me about when you really sit down and think about how much time in our lives is just sort of empty calories, if you will, is in homeschooling. We started homeschooling my youngest son, who’s almost ten, because just in our county in Georgia, they just have not executed hybrid schooling very well. And we just don’t want to put our kid inside a classroom right now and we start homeschooling. You realize just how much time in a school day is wasted, you know, I guess, settling in between classes and having to go as quickly as the slowest learner in the class, et cetera, et cetera. And it’s not that my son’s a genius. We don’t think that. But it’s just through squeezing all that out, we get through easily a very rigorous school day in about three hours. And then, we’re kind of like, “Well, now what do we do with them?” So, it sounds like you found that as well kind of another aspect of your life. And that, you know, technology, focus, and automation has helped you kind of maximize that.

David Sparks: [00:37:59] Yeah. You know, to the best of my ability. And honestly, I fail at this stuff just as much as everybody else. I mean, if you listen to the Focused podcast, we apologize, like, every episode, because so many of these productivity, you know, I’ve got “gurus,” they’re just full of crap. I mean, so much of this stuff is hard and we all make all these mistakes. And, you know, I think we all just need to acknowledge we’re humans and we’re all doing our best under difficult circumstances. Sometimes extremely difficult circumstances right now. But if you just try and bring some intentionality to the board, maybe you can get a little better at this stuff and that might make a difference.

Mike Blake: [00:38:40] So, you know, around your podcasts, you’ve managed to build some community around that. And I’m curious, did the community arise because you had a conscious effort to build it? Or did it just sort of arise organically where you just have all these raving fans and they just love you and they love the show and there’s a community that just sort of built around that organically?

David Sparks: [00:39:05] Yeah. It’s a little bit of both. I mean, we started with Mac Power Users with a Facebook Group. But I am not comfortable with a lot of the things Facebook does. And it was a really big Facebook Group. But I felt like we were doing a disservice to our audience. It kind of gets back to the whole thing, you know, they’re being monetized by Facebook and they’re being tracked by Facebook. And it never sat right with me.

David Sparks: [00:39:33] So, several years ago, I started researching it and we decided that there was a technology called Discord, which is an open source, old school forum, you know, technology. And I decided we’re just going to move the whole thing there and we’re going to shut down the Facebook. And everybody told me it was a mistake and that we’re going to lose audience members and everybody is going to be angry with me. And, honestly, within, like, six months of doing it, the Discord forum has doubled the size of the Facebook group and everybody’s happy. And it’s being tracked.

David Sparks: [00:40:09] The most delightful thing for me is when I search a problem I’m having on my Mac and I find the answer in he Mac Power Users forum, sometimes written by me, which is kind of sad, you know. So, there’s this big community. I actually don’t engage with it enough. I get in the forum and participate a little bit, but I’m pretty busy with the stuff I’m doing. And I think one of my big regrets is not engaging with the audience at the forum level more often. But it’s hard, you know, I mean, I got to keep making shows.

Mike Blake: [00:40:41] Well, you know, I mean, you can’t do everything. And it sounds like one skill, if not mastered, at least you’ve certainly grasped, is the need to say no. Every time you say yes to one thing, you’re saying no to something else. And, clearly, the forum has not suffered. I will say this, before I look for tech support or even Apple’s website, I go to the forum. I’m much more likely to find existing answer or someone is going to answer my question within 30 minutes.

David Sparks: [00:41:13] Yeah. And we have an amazing audience. I mean, at Mac Power Users, I can’t believe some of those people listen to us because so many of them are smarter than me.

Mike Blake: [00:41:25] Well, you know, sometimes it’s not even about being smarter. You know, you used the term I really like, which is voice. And sometimes the voice makes all the difference. And I like your stories where you talk about people trying to discourage you from doing another podcast because people felt that there was no room. But, you know, I encourage people who want to do a podcast or a blog, I think everybody has a unique voice that they can share with the world. And until we start cloning, that’s just not going to change.

David Sparks: [00:42:02] And even then, the clones aren’t going to be cooperative. Just wait and see.

Mike Blake: [00:42:05] Well, if science fiction has taught us anything, right? That’s going to be dangerous. Now, coronavirus seems to be motivating a lot of podcast launches. I don’t know if that’s because of boredom or desperation because you can’t get out and do the conventional networking that a lot of people used to like to do. Do you have any general pieces of advice for people that are thinking about taking the plunge and starting a podcast? Other than you already talked about making a commitment to consistency. And we talked about, also, you know, thinking about what it is unique that you can bring to the table. Are there any other pieces of advice that you could give to people that may be thinking about this and help them understand if whether committing to a podcast is a good decision for them or not?

David Sparks: [00:42:58] Well, I think, like I said, come up with a concept and commit to it. But I think the other mistake a lot of people make is, they run out and they buy a lot of equipment they don’t need. If you’re starting a new podcast, there are articles out there that will tell you what gear to buy. And don’t start with the most expensive stuff. For many years at the beginning of Mac Power Users, I made it on a $200 USB microphone and a pair of headphones I bought at Target, and it was just fine. And I’ve upgraded the equipment, you know, gradually over the years because I got more invested in it and I wanted to kind of up the game. But getting into the equipment early is like the guy who buys the $400 running shoes before he’s actually gone out and started running. And you don’t want to do that.

David Sparks: [00:43:49] So, take your time. Get your idea together. Get a basic set of equipment, but get some equipment. I guess the flip side of this, don’t just talk into your internal microphone. Because there are plenty of people with good ideas that won’t get enough equipment to make a listenable podcast. But the great thing is, these days, there’s so many resources on the Internet that can help you. So, it’s just not that difficult. I mean, you can do it.

Mike Blake: [00:44:20] Yeah. I mean, you know, from my own home studio, this Blue Yeti microphone was $90 on sale. And, you know, it does the job. It is fun to go out and buy all that stuff, but then it can be kind of daunting. And by the way, too, if you buy all that complicated stuff, you got to figure how to set it up. And, you know, if you never worked with a mixing board before or something or an audio interface, all of a sudden, that stuff may never get used.

David Sparks: [00:44:52] And I just updated my microphone interface, literally, just like in the last two weeks and I still haven’t figured out how to get audio out of it. So, I’ve got my headphones plugged into my Mac right now because I got to set aside an hour to figure out those things. That’s not the stuff you want to be doing when you first start making a podcast.

Mike Blake: [00:45:13] Yeah. I mean, you want to create less friction for yourself, not more. But building upon that, actually, do you guys do your own publishing and editing or do you farm that out? And that’s preamble to a larger question, which was, what was the technical learning curve like to initiate a podcast?

David Sparks: [00:45:37] When we did Mac Power Users at the beginning, we edited ourselves in GarageBand. There was a great app – and it just came back – called Levelator. And so, we would do the edit in GarageBand and we would run this app called Levelator. And it’s now in the Mac App Store, so that’s awesome. And what Levelator does is, it balances the levels of the voices. Because if you listen to a podcast and one person’s really loud and the other person’s really soft, and you find yourself driving down the road with your hand on the volume knob of the radio so you can hear it. You know, that’s a bad podcast, right? So, we got, like, the basic tools to make a passable podcast and we did it ourselves for years.

David Sparks: [00:46:19] At this point, we actually do have an editor. There’s kind of a friend of ours who does this professionally. It’s very good. He does it faster. And if you look at, you know, the value of our time, it’s much cheaper to pay him to do it. So, we don’t do the edit anymore. But because we spent all those years doing the edits, we give him very good notes and he knows exactly what to do. And we kind of got a good relationship. But when you’re starting out, you don’t need to go hire an editor. You can do it yourself. But if you want to, there are a lot of people out there on the Internet that for money will do the edit for you, if that’s the thing holding you back.

Mike Blake: [00:46:57] And if it’s basic editing, you know, it doesn’t have to be somebody who’s 100 bucks an hour. You can get somebody on Fiverr, for example, that can do a creditable job if you’re not getting too fancy.

David Sparks: [00:47:09] Yeah. And podcasts don’t need to be that fancy.

Mike Blake: [00:47:12] No, not generally. So, you talked a little bit in passing about sponsors, I would like to ask that because, you know, I do believe you do actually do have sponsors. But you don’t take everyone that necessarily wants to come on because, you know, the creepometer sort of goes where you don’t want it to go. But at what point does a podcast become sponsorable? Or maybe you can talk about at what point did your podcasts start to attract the interest of paying sponsors?

David Sparks: [00:47:40] You know, it was funny for us because we really were trying to scratch an itch. We didn’t think too much about sponsorship. And back then, podcasts weren’t the institution that they are now. So, it really didn’t occur to us early to, like, look into sponsorship. And then, we had a sponsor approach us. The sponsor has been with Mac Power Users for years, TextExpander and Smile. They wrote us and said, “Hey, we’d like to sponsor your show.” And we said, “Well, we’ve never had a sponsor. How much should we charge you?” That’s what’s our response to them, because we didn’t know.

David Sparks: [00:48:14] And over the years, we’ve got better at it. You know, the thing with sponsorship is, you know, there isn’t that many analytics about podcasts, but you do have a pretty good idea how many people are downloading your show, do you have any sort of distribution system. So, you know, you’ve got those numbers. And the point I always make to sponsors is, with a podcast, you’re buying into a trust level between the host and the audience. Because the audience has a trust level for the host, because they’ve been listening to this person for some time. So, that’s what you’re paying for. And as a result, you know, if it’s a new sponsor, we always insist on testing the product and looking into it. We don’t just take anybody that comes on because the trust level with the audience is way more important than any check from one sponsor.

David Sparks: [00:49:10] We had a long time sponsor that made some bad decisions. I don’t really want to get into it on this interview. But we sent them their money back and said, “This isn’t working anymore.” And so, you know, you just got to kind of be careful with the sponsorship, you know, because you have that trust level with your audience. But at the same time, there’s nothing wrong with getting paid for doing this. It’s a lot of work.

Mike Blake: [00:49:35] Yeah. Well, I think there’s a neat lesson in there, too. When I work with my clients and people I mentor, you know, you don’t define yourself by what you do. Define yourself by what you don’t do. And, you know, when you decide to turn down a sponsor and even take that more extraordinary step of returning cash, you’re drawing a line in the sand. You’re saying, “One side of the line is what we will do and on the other side is what we won’t.” And that’s what the definition comes.

Mike Blake: [00:50:11] So, we talked about your approaching 600 episodes and you’ve got two more podcasts, I mean, what is it that keeps you motivated to do this? I mean, is it just the love of the topic? I just don’t know. I don’t want to lead the witness, so to speak. How do you keep going?

David Sparks: [00:50:30] Well, I have never felt like I wanted to stop doing this. In fact, I think if I stopped doing it, I’d be really sad. I think what I enjoy most is the stories that I heard at the top of the show where something I did helped you through a tough time. I mean, all of us going through life just want to help other people, I think, fundamentally. No matter what we choose as a profession, we’re really, as humans, very motivated to help others. And so, you know, I talk about it in my law practice. I have big touches on people’s lives. I help them with big problems. With my MacSparky stuff, I have little touches on people’s lives, you know. But when I get an email from someone saying, “Hey, thanks for that tip. Now, I’m getting my work done faster and I get more time with my kids,” or something like that, it just makes me so happy to know that I can make a little difference with somebody’s life. So, I think that’s the drug that keeps me.

David Sparks: [00:51:28] But also there’s more to that. Like, I’ve become friends with members of the audience over the years and the forum. And, you know, I have a very big friendship with Katie and then Stephen, who’s my co-hosts on Mac Power Users, and just the kinship of making this thing with another person. And I guess that would be another piece of advice I’d give you, don’t make a podcast without a partner unless it’s a guest show. Because having one person talking to the mic alone all the time, it’s hard for an audience. Have another person there. So, there’s a whole lot of different reasons why. And, you know, I guess, what would happen if suddenly nobody liked the show anymore and we had no sponsors, would I stop doing it? I think I still would do it … I just like making it, you know. And I suspect that there will always be an audience for the stuff we’re talking about. But I guess we’ll see.

Mike Blake: [00:52:26] David, this has been a great interview. We’re running out of time here. You’re already fielding so many requests, I’m almost reticent to ask you this, but I’m going to anyway. I’m going to push through. If somebody does have a question they want to follow up, about starting a podcast or keeping it going or improving the podcast they’re already doing, you know, is there a way that they can contact you? Are you receptive to that? And if so, what’s the best way for them to do so?

David Sparks: [00:52:52] Yeah. Go ahead and send me an email at the website. It’s david@macsparky.com. I can’t promise I’ll be fast in response. Email is a challenge, obviously, because I have a lot of it. But it really is. I mean, the advice I give on the show really is what I would tell you in an email as well. Just find something you’re passionate about and just go start making it. You know, it’s easy to think about a show, but until you start making it, you don’t really know. And be willing to make ten bad shows as you figure it out. It’s okay. Don’t let the fear of perfection keep you from starting.

Mike Blake: [00:53:34] And look, first couple of shows, nobody’s listening anyway. That’s going to wrap it up for today’s program. I’d like to thank David Sparks so much for joining us and sharing his expertise with us.

Mike Blake: [00:53:46] We’ll be exploring a new topic each week, so please tune in so that when you’re faced with your next executive decision, you have clear vision when making it. If you enjoy these podcasts, please consider leaving a review on your favorite podcast aggregator. It helps people find us that we can help them. Once again, this is Mike Blake. Our sponsor is Brady Ware & Company. And this has been the Decision Vision podcast.

Tagged With: Apple, Brady Ware, Brady Ware & Company, Business RadioX, David Sparks, John Ray, Mac Power Users, MacBook, McSparky Field Guides, Michael Blake, Mike Blake, podcast, podcasting, sparks law, start a podcast

Frazier & Deeter’s Business Beat: Jerry Dvonch, Sonoma Pharmaceuticals

January 20, 2021 by John Ray

Sonoma Pharmaceuticals
Business Beat
Frazier & Deeter's Business Beat: Jerry Dvonch, Sonoma Pharmaceuticals
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Frazier & Deeter’s Business Beat: Jerry Dvonch, Sonoma Pharmaceuticals

Sonoma Pharmaceuticals’ CFO Jerry Dvonch joins host Roger Lusby to discuss the company’s line of hypochlorous acid (HOCI) products and their applications, their financial turnaround, the headquarters move from northern California to Georgia, and much more. “Business Beat” is presented by Alpharetta CPA firm Frazier & Deeter.

Sonoma Pharmaceuticals

Sonoma Pharmaceuticals is a global healthcare leader for developing and producing stabilized hypochlorous acid (HOCI) products for a wide range of applications, including wound care, animal health care, eye care, nasal care, oral care and dermatological conditions. The company’s products reduce infections, itch, pain, scarring and harmful inflammatory responses in a safe and effective manner. In-vitro and clinical studies of HOCI show it to have impressive antipruritic, antimicrobial, antiviral and anti-inflammatory properties. Sonoma’s stabilized HOCI immediately relieves itch and pain, kills pathogens and breaks down biofilm, does not sting or irritate skin and oxygenates the cells in the area treated assisting the body in its natural healing process.

Sonoma also manufactures disinfectants that are distributed outside of the U.S. and in certain countries where it has received regulatory clearance to state the disinfectant kills the coronavirus causing COVID-19. The company’s products are sold either directly or via partners in 54 countries worldwide and the company actively seeks new distribution partners.

Jerry Dvonch joined Sonoma Pharmaceuticals in 2020.  He is a CPA and has an MBA in Finance.

Company Website

Sonoma Pharmaceuticals
Roger Lusby, Frazier & Deeter, and Jerry Dvonch, Sonoma Pharaceuticals

Company LinkedIn

Jerry Dvonch LinkedIn

Questions and Topics in this Interview:

  • Investor Highlights
  • Business Development 2020
  • Key Opportunities
  • Accomplishments in 2020
  • Financial Highlights
  • Sonoma’s headquarters move from Northern California to Georgia

 

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter

Roger Lusby, host of Frazier & Deeter’s “Business Beat,” is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology and service companies.

You can find Frazier & Deeter on social media:

LinkedIn
Facebook
Twitter

An episode archive of Frazier & Deeter’s “Business Beat” can be found here.

Tagged With: Frazier Deeter, HOCI, hypochlorous acid, Jerry Dvonch, Roger Lusby, Roger Lusby CPA, Sonoma Pharmaceuticals

How Doxing Can Have a Ripple Effect on Organizations, with Hart Brown, R3 Continuum

January 19, 2021 by John Ray

doxing
North Fulton Business Radio
How Doxing Can Have a Ripple Effect on Organizations, with Hart Brown, R3 Continuum
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doxing

How Doxing Can Have a Ripple Effect on Organizations, with Hart Brown, R3 Continuum (North Fulton Business Radio, Episode 323)

Doxing is the malicious activity of researching and releasing personal information in an attempt to harass or intimidate individuals and organizations with whom a hacker disagrees with or dislikes. Hart Brown of R3 Continuum joins host John Ray to discuss how organizations can monitor this activity and address negative PR, the wider effect on employees, why even the smallest businesses are not immune from doxing, and much more.  “North Fulton Business Radio” is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

R3 Continuum

R3 Continuum (R3c) is a global leader in behavioral health and security solutions for workplace well-being. Annually, R3c responds to more than 18,000 catastrophic events in the workplace, with an average of 1,500 per month. Some notable events that R3 Continuum has provided immediate and ongoing support in the wake of are: 9-11, the Las Vegas shooting; Hurricanes Katrina, Andrew, Harvey, Maria, Irma, Sandy and Florence; the Japan Tohoku earthquake and tsunami; the Boston Marathon bombing; the California wildfires and many other disruptions in the workplace (e.g., mass layoffs, rioting, death of an employee, catastrophic injury, etc.).

R3c has the ability to provide support at all levels of an organization, simultaneously and at scale to promote workplace well-being and performance in the face of an ever-changing and often unpredictable world.

Learn more at www.R3c.com.

Hart Brown, Senior Vice President

Hart Brown serves as Senior Vice President for R3 Continuum, a psychologically based crisis management firm that responds to 18,000 event each year. He brings over 20 years of experience in both the public and the private sectors. Hart has provided crisis and risk management services across 50 countries, to hundreds of events including the World Cup, one of the largest bankruptcies in US history and one of the largest mass shootings in US history.

Mr. Brown regularly responds to organizations involved in crisis events, security events, threats of violence and cyber incidents. Because of that, Hart works closely with insurance programs in commercial, personal, benefits and specialties markets supporting risk modeling and financial assessments as well as emerging risks, reputation protection, crisis management, active shooter and assault protection, and business interruption. He has an M.S. from Texas A&M University and holds certifications in organizational resilience, business continuity, loss prevention, as a commercial lines coverage specialist and as an ethical hacker.

Questions and Topics in this Interview:

  • What is doxing?
  • What should organizational leaders watch for to identify if doxing is taking place?
  • What do you do with negative PR that may occur as a result?
  • What risks does that present to the organization?
  • What kinds of things are necessary to return to productivity?
  • Why is this a concern now and hasn’t been before with political unrest incidents?
TRANSCRIPT

Intro: [00:00:05] Live from the Business RadioX studio inside Renasant Bank, the bank that specializes in understanding you, it’s time for North Fulton Business Radio.

John Ray: [00:00:19] And hello again, everyone. Welcome to another edition of North Fulton Business Radio. I’m John Ray. And we are not back in our normal haunt inside Renasant Bank in Alpharetta in North Fulton, but we look forward to that day soon. But the folks at Renasant are busy right now, and they’re working on a second-round PPP. And if they do what they did on the first round, they’re going to end up helping a lot of business owners, and a lot of them that weren’t even their clients.

John Ray: [00:00:50] So, that’s the philosophy they have at Renasant Bank. If you’ve got problems with your big bank that you’re tired of voices that are generated by computers, and phone trees, and all that kind of stuff, and it’s hard to get a live person to speak to, go to RenasantBank.com and find their local office, and give them a call, and you’ll talk to a real person, and they’ll set an appointment, and deal with you like face to face and the way these things work. So, I’ve worked with them for some time and delighted with the experience, and I think you will be too. Renasant Bank, understanding you. Member FDIC.

John Ray: [00:01:38] And now, I want to welcome Hart Brown. And Hart is a Senior Vice President with R3 Continuum. Hart, welcome.

Hart Brown: [00:01:46] Thank you very much. Thank you for having me.

John Ray: [00:01:48] Great to have you, Hart. Tell us a little bit about you and R3 Continuum. How you serving folks out there.

Hart Brown: [00:01:55] Sure, sure. So, as you mentioned, I’m Senior Vice President with R3 Continuum. I’m responsible for their crisis management services, but R3 more broadly service as a critical service for organizations as it relates to behavioral health, psychological services, as well as crisis response services. So, one of the key things I think is helpful for people to know and get a sense of, we’re responding to roughly 18,000 crisis events each year. So, roughly in that range of 75, up to 120 potentially every day. And those run the spectrum of anything from natural disasters to the types of things that we’re seeing right now related to unrest, and through cases of mergers and acquisitions that may be problematic for integration purposes and, ultimately, workplace violence as well.

John Ray: [00:02:55] Now, the topic at hand is fairly specific around doxing and the effect doxing can have on organizations. So, first of all, let’s set this up and explain what doxing is.

Hart Brown: [00:03:11] Sure. So, it’s a unique term that I think represents what many of us are seeing right now play out in real time. So, it’s just how we categorize what we’re seeing. So, one of the things that’s continuing to play out, and doxing has been around for some time, traditionally, it’s been housed within the hacking type of community. Now, it’s being used more broadly. And the way it’s being used now is if someone is identified in a protest or somebody is identified making a statement, somebody has done something to gain the attention of the individuals that may not agree with them, what they’ll do is they’ll go on a digital campaign for civil disturbance.

Hart Brown: [00:03:56] And that digital campaign is intended to get all of their personal information, their families’ information, anything that they can gather from those individuals. And it may start from just a picture, and then researching that picture on social media. And then, from picture, getting a name; and name, getting residence; and a residence, getting a vehicle. And then, they start to publish that information both within communities of interest that they have, as well as more broadly across the internet, trying to put a negative spotlight on that individual and, potentially, even the organizations they work with.

John Ray: [00:04:35] And presumably, that individual’s family, and loved ones, and all those close to them, and that kind of puts pressure on the individual themselves.

Hart Brown: [00:04:44] Absolutely. So, even though there is not necessarily a direct threat against that individual, or family members or others, there’s an implication. There’s something that’s implied that says, “If I’m releasing this information out on you, I have an expectation that other people may take that information and do something against you.” Maybe in the cyber domain, they may start a hacking campaign or something against you and your family, the organization you work for, or others or it may actually be physical, where someone makes an effort to approach you at your home or your family.

John Ray: [00:05:22] What you’re describing is something that strikes me. The word that comes to mind is a loose confederation of bad actors, one of which gets the ball rolling. And without any necessarily coordinated communication, they kind of feed on each other with this effort. Did I describe that correctly?

Hart Brown: [00:05:53] Yes. And what the term we assign to that is something called “cause stalking.” And many of us may remember, certainly, watching political figures or other high-profile individuals, they may gain negative attention by people that want to follow them, be close to them, be around them, stalk them, whatever it may be. And that includes issues related to relationships that may not have ever developed or where they may have developed and then ended. You have these stalking types of situations. Then, there’s a subset of stalking that’s related more to group stalking. And so, they’ll start to recruit their friends to start stalking a single individual.

Hart Brown: [00:06:39] And then, we have this issue of cause stalking. So, somebody does something that’s against, potentially, a cause that I believe in, and I’m going to recruit more and more people – it could be all around the country, it could be all around the world – to start doing things and following whatever they can to harass or cause problems for that person. So, the cause stalking is really where we see this increase right now.

John Ray: [00:07:07] Now, there are some obvious answers, I guess, to this question, but maybe some less obvious ones as well, which is why I ask it. How do leaders of organizations know that this is taking place? What do they need to watch for?

Hart Brown: [00:07:26] Yeah. So, this is where you start to play off both the physical space and the cyberspace at the same time. Somewhat difficult for many organizations. But one is just understanding and getting a sense for the sentiment of the individuals that you work around every day. Is there unrest? Are there things going on? Is the culture not at a point where you would want it to be, where people may be acting out in certain ways? You just want to be aware of that potential. Then, starting to look at what’s going on in the overall environment. Is there targeting coming out? And most of this does have a tendency to come out in the news. Is there targeting of companies like yours? All right. So, that would give you an indication that, potentially, that spotlight may start to turn around and hit you. So, that would be another one.

Hart Brown: [00:08:20] Then, you start to look for things related to social media. So, is your name, is somebody else’s name, is the organization’s name being put out in social media in a negative way? And there are many different tools – some quite easy, some very elaborate – to be able to do that social media monitoring and give you alerts that say, “Hey, something is going on in this space. You may want to look or read the actual post.” Things like consumer sentiment as well. What’s going on in the consumer space? Is there, potentially, any sort of backlash or something that may be going on there?

Hart Brown: [00:08:53] And then, issues related to hacking. So, are there increased number of hacking attempts on your site that you may get an alert on? Is there increased efforts to get your personal information, which, now, we all know the term phishing, but there’s also spearfishing, which is highly specific dedicated to certain individual to try and get them to click and hack; or wailing, which really is targeting more the leaders of an organization, the top of the organization, and focusing specifically on them. So, you’ll see all of these start to happen at the same time, potentially, if somebody in your organization is being singled out or doxed.

John Ray: [00:09:37] We are chatting with Hart Brown. And Hart is the Senior Vice President with R3 Continuum. Hart, I’m curious why now, why this has not been a feature. We’ve had political unrests before, maybe not quite like what we’re having now, but we’ve had it before. We’ve had protests before. Why now? Why is this so prevalent now versus before?

Hart Brown: [00:10:12] So, it’s a great question. And there’s a number of trends that are coming together all at the same time to generate the situation we’re in. One is from a traditional protest type of environment, a typical rally type of environment that you might see that goes on virtually every day at different parts of the country, different parts of the world. You’ll see throughout the day, it has been very common that in the afternoon time frame, people will start to gather and build up. They’ll do their marches, rallies, whatever it is, and the vast majority of them being peaceful in nature. As you go later on into the night, things have a tendency to potentially change. And so, the risks related to hostility and others begin to increase.

Hart Brown: [00:10:59] What we found over the last six months, and this is a relatively recent trend, and the trend comes more from Europe than it does from the US, is that these protests have a tendency to go on for months and months and months in that same fashion and have not really resulted in any major change. And then, we had a protest in Kyrgyzstan, and that protest built up very, very quickly during the day, and they immediately made an effort and were successful in making entry into government buildings. That day or the day after, the president, at that point in time, resigned. And so, in the protest community, what they saw was this idea of speed has a tendency to make a change, where the traditional approach didn’t. So, that was one indicator.

Hart Brown: [00:11:50] The next indicator is you see security apparatus start to build up, which is natural in this process. And so, now, you start to see more and more of a balance between those that may want to do something and the security apparatus, at least, as we see it today, is starting to balance out. That means that group of individuals that might want to do something are going to have a harder time. And the natural progression there is you’ll see more bomb threats, you’ll see more incendiary threats, you’ll see those kinds of things. Because I can’t get in, because I can’t get close, I’m going to try other ways to harass or be a problem.

Hart Brown: [00:12:32] The next one is we’ve seen an increase in personalization throughout this time frame. So, it’s not just an ideology that we’re talking about. We’re really starting to see more and more that there’s a focus on certain politicians, on certain CEOs, on the actions they take, on the votes that they put forward. All of that now is highly individualized, which is different from what we’ve seen before. And so, you put all of that together, those individuals that want to harass or do something, the inability to do so from a physical sense, from a security perspective, the highly engaged, personalized approach, and now, this idea of doxing, “Let’s just go after those individuals, their homes, their families,” is becoming more of an increased trend than we’ve seen before.

John Ray: [00:13:24] What you’re describing in some of the various examples you mentioned is something that goes beyond particular movements, or points of view, or strands of protest, however you want to term that. I mean, you’re describing something that comes from the left, comes from the right. It comes from a lot of different places, right. So, to identify this activity with one particular individual, party, movement sounds like a mistake.

Hart Brown: [00:14:02] Correct. And the reality is information is everywhere. And it’s very difficult once your information is out there to do much to try and bring it back. So, as these types … And all of the movements learn from each other. And so, those that are more inclined to become hostile or use harassment as a means to an end are more likely to use this kind of tactics. So, I think this is sort of going into not only the first half of this year but, really, at least, through 2021, we’ll see this continuing to occur.

John Ray: [00:14:41] So, negative PR is obviously the goal. So, what should company executives, board of directors, business owners, what should they do when that negative PR occurs?

Hart Brown: [00:14:59] So, great question. And a lot of organizations, unfortunately, going through this in real time right now and having to make decisions – what they do with certain employees that have been doxed, and do they make a statement, or do they not make a statement? The first thing to understand in this process is … and I sort of go back historically to the world of crisis PR. Historically, there was this move to say we have to get ahead of the message. We have to say something. We have to engage. And what you find in today’s social media and media environment, it’s incredibly difficult. You’re just not going to be able to get ahead. You’re certainly not going to be able to create the message going forward in the first few minutes or few hours. It is going to go the way it wants to go.

Hart Brown: [00:15:46] So, the first thing to realize is you don’t have to jump out and say something right up front. It is important to do a risk assessment. So, what is being said? How many people are saying it? Why they’re saying it? All of that becomes very important. That helps to gauge when and how to potentially make a statement. Organization may never make a statement if the risk assessment says, you know what, the risk is very low from this event overall, any push, anything we do to put a spotlight on this case is likely to bring more negative attention on us, not necessarily positive. So, that’s the first big step.

Hart Brown: [00:16:29] Then, understand how the case occurred. So, a quick after action, a quick investigation as much as you can. Is this a single individual and has his or her information was easy to get by somebody outside the company, and they’ve put it forward, or is this something that is incredibly difficult to get this person’s information and publish it? Important to know potentially who. And in our world, we refer to it as an adversary. Who is this adversary? Is this somebody that just did it on a Saturday to do it, or is this something that’s really likely to potentially become an extended or elongated process? Are they going to do more? It would be an important part of that that risk assessment.

Hart Brown: [00:17:13] And then, creating a bit of a response plan with triggers or we call them triggers, if-then statements. If we see this, then we’re going to put out this kind of a statement. If we see this, we’re going to put out this kind of a statement. And create three or four potential scenarios, so you know what to do in these cases. And then, ultimately, you have to monitor how those statements are going. If you’re going to make a statement, important to get that feedback to make sure it achieves what you wanted to achieve.

John Ray: [00:17:43] Hart Brown is with us, folks. And he is a Senior Vice President with R3 Continuum. Hart, clearly, the concern for companies and other organizations is that the effect within the organization, these attacks may be aimed toward one individual, maybe a CEO, but there’s got to be ripple effects within the organization to employees and other constituencies of that organization.

Hart Brown: [00:18:18] Absolutely. So, we generally break these up external and internal type of situations. External, if you’re a publicly traded company, we’re looking for if there’s negative publicity, is there a stock drop? Is there an activist investor potential issue that’s going to be raised by this? Other types of things, what’s happening to reputation? Is there a potential hit there? Is there a potential issue related to maybe a product boycott, depending on what type of organization you’re looking at? Defacement, whether it’s defacement of a website or something along those lines, or advertising that may be out in communities. We’re seeing that more and more. And ultimately, threats. So, as you said, what we see is while one individual may be singled out, the rest of the employee population, potentially, has a tendency to feel that and recognize the potential that they’re all now, on a broad basis, under some kind of threat.

Hart Brown: [00:19:18] So, internally, some of the things we see, obviously, fear, anxiety, those are natural reactions when these kinds of things occur and your employer’s name is now involved. And that’s the leaders, that’s employees, and that’s their families, right. You can envision the conversations at home. I don’t necessarily want you to go to work today because your employer’s name is all over the news. We see issues, potentially, with hostility within the organization itself. So, some employees may believe differently from other employees, and that may generate some hostility or customers against the employees if you’re in retail, or restaurant business, or something along those lines.

Hart Brown: [00:19:57] So, polarization is an issue. Now, individuals are recognized as to where they are on the potential list of issues. And you see that play out back and forth. Walkouts. If you have leadership that are involved for one reason or another, and the employees don’t necessarily believe in leadership any more, walkout, sickouts and others. So, a number of things playing out internally and a number of things, potentially, playing out external.

John Ray: [00:20:25] I’m interested in … because I know R3 does a lot of work not just in crisis, I guess, after the event, if you will, has occurred, but in trying to help your clients with the prevention side of things. And so, one of the issues around prevention here with this issue is you’ve got so many companies that want to be further engaged in various causes, right? I mean, that’s become a trend here in recent years. And what kind of counsel do you give your clients when it comes to how they weigh the risk of doxing, the effects that might come from the cause-related marketing and other activities that they want to engage in?

Hart Brown: [00:21:26] Yeah. So, it’s a great question. Obviously, looking through and thinking through both from a risk perspective, as well as a financial perspective, right. So, the risks may be incredibly high to focus only on one part or one part of your customer base, but the financial return on that might be high depending on the situation. So, there’s always that balancing act of, is there a financial return for doing that or not?

Hart Brown: [00:21:56] And then, the second is from a leadership perspective, how closely do they want to be aligned or are they already aligned with a specific cause? And, again, we see that on all sides of the spectrum and what that means for four organizations. So, it is a challenge. It’s something that has to be really well thought out, both from a financial and risk perspective. And there are a number of campaigns that have been highly successful that have made a statement that have been able to establish themselves with a cause and have been able to walk that line very successfully without alienating other parts of their business.

John Ray: [00:22:42] Folks, we’re here with Hart Brown, Senior Vice President with R3 Continuum. Hart, I’m curious, as we kind of wind down here, where is all this going? And what do you see ahead in terms of the kind of activity that companies need to be and organizations need to be watching out for going forward related to this?

Hart Brown: [00:23:11] So, yeah, again, a great question. So, here’s one of the things, we started off early last year when COVID-19 really started to have an impact, certainly, in the US. We took a look at all of the information we had available at the time, and what we realized was that most of the research that has been done on major crisis events, major disruptive events, major traumatic events are point in time. So, they’re geographically separated and time separated from other potential events. So, you can think of a hurricane or a situation like that, it occurs, it’s over, and we recover.

Hart Brown: [00:23:49] What we realized pretty early on was we’re in a very long duration crisis event. The question then becomes, what does that mean for individuals and how do organizations leverage the situation we’re in to make sure that individuals are getting the help they potentially need in reestablishing productivity? And so, we went on this study and we referred to it as the emotional comfortability index. What we realized during that time is there’s the stacking, there’s this compounding stressors on top of COVID-19, on top of isolation or lockdown, stay-at-home measures, on top of financial concerns, economic concerns, layoffs, terminations, furloughs. There’s lots of these types of things. Then, you can add the food insecurity and others. That compounding stress type of environment lends itself to a higher risk for civil unrest. It’s just one more thing that people have a tendency to take on and say, “You know what, enough is enough,” and they begin to voice their concerns.

Hart Brown: [00:24:52] The underlying conditions that we saw throughout last year for heightened unrest, and to give you a sense, unrest is really somewhere around three to five times baseline in 2020 over what we saw in 2019. The underlying conditions are still there, and they’re really not going to let up until, potentially, in the summer when the vaccine becomes a bit more available to us. So, as we start to peel away the compounding stressors, unrest or issues related to unrest will likely decrease as well, but not necessarily go to zero. So, for the first six months of this year, unrest, doxing, targeted harassment, those kinds of things are highly likely to be occurring on a daily basis. The second half of the year, we might see a slight reduction in those, but we do see that, at least, through 2021, these kinds of issues are going to be front and center, and will be a challenge for organizations.

John Ray: [00:25:51] We were chatting before we came on about the size of companies that are subject to this, and you made an interesting point that there’s really no company too small to be immune from this activity.

Hart Brown: [00:26:09] That’s right. While we may see large companies making very big decisions on who they’re going to do business with or not do business with, the reality of the situations that the targeting of individuals reaches all different types of organizations. So, we’ve seen everything from very, very large social media companies be in the spotlight, all the way down to real estate agents, small or regional insurance companies and others that just an individual made a decision, they were then put into the spotlight because people went and researched them. And now, they see these cascading events where they have issues potentially with customers and clients, they have issues potentially with banks wanting to do business with them, they have issues with payment processors that may not want to do business with them. And it becomes quite difficult for them. And that’s really all the way down to one and two and three people and family businesses. So, it’s tough for everyone.

John Ray: [00:27:14] Hart, this has been great and very timely and important information for businesses or their organizations. I would love it if we could get to the most important question, which is if someone has heard something that makes them want to be in touch with you and the other professionals at R3 Continuum, how can they do that?

Hart Brown: [00:27:38] I would love for anyone who has an interest to obviously go to the website. The website is www.r3c.com. That’s just the letter R, the number 3, the letter C, dot com. Or they can always reach out to me directly. And that’s Hart.Brown@R3C.com.

John Ray: [00:27:59] Hart Brown with R3 Continuum. Hart, thanks so much.

Hart Brown: [00:28:02] Thank you. Appreciate it.

John Ray: [00:28:05] Yeah. Folks, just a quick reminder that you can find this show on all the major podcast apps. North Fulton Business Radio is the search term. We’re coming up on show number 320 or 330. I’ve lost count. But the point is we’re out there, and I would love it if you would go find the show, and give us a five-star review. It’s not about me, it’s not about Business RadioX, it’s not about the show per se. It’s about the guest on our show. It enables folks to find the show, so that they can potentially plug in to folks like Hart, who offer the services they need. So, if you could do that for us, we’d greatly appreciate it. And connect with us on social media. We’re on LinkedIn, Facebook, and Twitter, North Fulton BRX. So, for my guest, Hart Brown, I’m John Ray. Join us next time here on North Fulton Business Radio.

 

North Fulton Business Radio” is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Tagged With: Crisis Management, cyber incidents, doxing, ethical hacker, hackers, Hart Brown, negative PR, organizational resilience, R3 Continuum

Mark Lakis, Southern Dental Alliance

January 18, 2021 by John Ray

Mark-Lakis-DBR
Dental Business Radio
Mark Lakis, Southern Dental Alliance
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Mark Lakis, Southern Dental Alliance (“Dental Business Radio,” Episode 11)

Southern Dental Alliance CEO Mark Lakis joins host Patrick O’Rourke to discuss how his DSO allows doctors to be doctors and provide better access to care for patients. Mark also discusses the partnership operating model of Southern Dental Alliance and its advantages for both doctors and patients. “Dental Business Radio” is underwritten and presented by Practice Quotient: PPO Negotiations & Analysis and produced by the North Fulton studio of Business RadioX®.

Southern Dental Alliance

The mission of Southern Dental Alliance is to assist Founder Doctors with the day to day business functions of owning a company, without changing the integrity of the practices they have nurtured and developed. Our focus is to help great doctors, with great practices continue to grow and succeed. We want doctors to be doctors. We provide non-clinical support services to our Affiliated Dentists to enable them to focus on providing the highest quality of care to their patients.

The company has completed 14 acquisitions, expanded services in our affiliated practices, centralized administrative functions and built an exceptional management team to support further growth. We can help doctors run their offices more efficiently, make it possible for them to provide expanded care, increase access to care and make their teams life easier.

Website

Affiliate Practices:

  • Georgia:  Vital Smiles Georgia, Children’s Dental Center, PC, Aberdeen Dental Group, Coweta Dentistry Associates, Choice One Dental Care
  • South Carolina:  Carolina Dental Alliance, Carolina Dental Docs, Novus Orthodontics, Foster Orthodontics, Joseph Orthodontics, Choice One Dental Care of Greenville
  • Tennessee:  Zoo Crew Pediatric Dentistry

Mark Lakis, CEO, Southern Dental Alliance

In Mark’s current position as CEO of Southern Dental Alliance, he helped build the company from two dental practices with $7 million in revenue in one state to a fully functional regional DSO, with 43 practices in three states and over $70 million in revenue.

Prior to Southern Dental Alliance, Mark was President of Children’s Dentistry/Dentistry for Children, where we drove rapid revenue and EBITDA growth then led the company though a successful sale to private equity investors.

Prior to his experience in healthcare services, Mark had a highly successful career in the financial and operational management of global companies.

Connect with Mark on LinkedIn.

About Dental Business Radio

“Dental Business Radio” covers the business side of dentistry. Host Patrick O’Rourke and his guests cover industry trends, insights, success stories, and more in this wide-ranging show. The show’s guests will include successful doctors across the spectrum of dental practice providers, as well as trusted advisors and noted industry participants. “Dental Business Radio” is underwritten and presented by Practice Quotient and produced by John Ray and the North Fulton studio of Business RadioX®.

Practice Quotient

“Dental Business Radio” is sponsored by Practice Quotient. Practice Quotient, Inc. serves as a bridge between the payor and provider communities. Their clients include general dentist and dental specialty practices across the nation of all sizes, from completely fee-for-service-only to active network participation with every dental plan possible. They work with independent practices, emerging multi-practice entities, and various large ownership entities in the dental space. Their PPO negotiations and analysis projects evaluate the merits of the various in-network participation contract options specific to your Practice’s patient acquisition strategy. There is no one-size-fits-all solution.

Connect with Practice Quotient:

Website

LinkedIn

Facebook

Twitter

Tagged With: Aberdeen Dental Group, Carolina Dental Alliance, Carolina Dental Docs, Children's Dental Center, Choice One Dental Care, Choice One Dental Care of Greenville, Coweta Dentistry Associates, dental service organization, DSO, Foster Orthodontics, Joseph Orthodontics, Mark Lakis, Novus Orthodontics, pat o'rour, Pat O'Rourke, Patrick O'Rourke, PPO Negotiations & Analysis, PPO network contract, PPO network contract analytics, Practice Quotient, Southern Dental Alliance, Vital Smiles Georgia

Success Tips for Job Seekers in 2021, with Gregg Burkhalter, Personal Branding Coach and “The LinkedIn Guy”

January 18, 2021 by John Ray

Gregg-Burkhalter
North Fulton Studio
Success Tips for Job Seekers in 2021, with Gregg Burkhalter, Personal Branding Coach and "The LinkedIn Guy"
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Success Tips for Job Seekers in 2021 with Gregg Burkhalter, Personal Branding Coach and “The LinkedIn Guy”

John Ray: [00:00:01] And hello again, everyone. I’m John Ray with Business RadioX, and I’m here with Gregg Burkhalter. And Greg is a personal branding coach and the LinkedIn guy. Gregg, what advice would you give job seekers in 2021?

Gregg Burkhalter: [00:00:18] The number one tip would be to embrace LinkedIn. Don’t be afraid of it. LinkedIn is your friend. LinkedIn is not only your friend in looking for a job, LinkedIn is going to be one of your valuable tools in succeeding in your professional career. Just like in real life, relationships matter on LinkedIn. When you’re looking for a job, they really, really matter. So, you should be networking on LinkedIn.

Gregg Burkhalter: [00:00:43] Step one, a good thing to do would be, to go to your privacy and settings on LinkedIn, print out your connection list and reconnect with people that care about you, people who could help you in your job search. The next thing I want you to do is look at your LinkedIn profile. Does it represent you in the manner you want? Because believe this or not – don’t take it personally – but your LinkedIn profile is actually working harder than you are to help you find a job, because it’s working 24/7, 365. When you’re [inaudible], you’re online, you’re discoverable by potentially your next employer. So, make sure your profile is buttoned up.

Gregg Burkhalter: [00:01:25] Also, LinkedIn is offering free courses right now until the end of March for job seekers, check out opportunities.linkedin.com. Also, LinkedIn has stepped into the program to help you in the interview process. Make sure you check the jobs tab and check out the artificial intelligence interview tools that are embedded there. Also, if you have the free version of LinkedIn, I’m going to recommend you get the career version of LinkedIn. It costs $29 a month and it will help you raise your profile in the eyes of recruiters. But just like everyone on LinkedIn, you’ve got to be present. You’ve got to be active.

Gregg Burkhalter: [00:02:04] One way on LinkedIn you can be active is engaging with hashtags. Hashtags are big on LinkedIn. Search a hashtag, say, an industry you work in. And when you search the hashtag, you get a news feed of all the conversations on this topic in your industry. A great way to find new names to build relationships with and a great way to share your knowledge with the LinkedIn community. But most of all, be positive. Keep moving forward. You will succeed at finding your next job. And focus on helping others, too, along the way.

Gregg Burkhalter, “The LinkedIn Guy” and Personal Branding Authority

Gregg Burkhalter is a recognized authority on Personal Branding and LinkedIn. He has helped countless professionals in the U.S. and abroad define and grow their Personal Brand using LinkedIn.

Gregg spent the first part of his professional career behind the microphone at radio stations in Savannah, Jacksonville, Charleston, and Atlanta. Following his radio years, Gregg worked in national music marketing and distribution.

Today, Gregg is known by many as “The LinkedIn Guy”. He provides Personal Branding Coaching and LinkedIn Training via one-on-one and group training sessions, corporate presentations and webinars.

To learn more, visit Gregg’s website. You can also connect with Gregg on LinkedIn, or call him at 770-313-2385.


The “One Minute Interview” series is produced by John Ray and in the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Paul Sansone, TechCXO

January 15, 2021 by John Ray

Paul Sansone
North Fulton Business Radio
Paul Sansone, TechCXO
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Paul Sansone, TechCXO (North Fulton Business Radio, Episode 322)

Paul Sansone of TechCXO joins host John Ray to discuss his work with medium-sized businesses and non-profits as a fractional CFO, the wider suite of fractional services provided by TechCXO, and much more. “North Fulton Business Radio” is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

Paul Sansone, CEO, TechCXO

TechCXO is a professional services firm that provides experienced, C-Suite professionals to deliver strategic and functional consulting services to small and mid-size companies. TechCXO partners combine practical experience, comprehensive resources, and best practices to deliver objective, high-value results.

Paul Sansone is one of TechCXO’s subject-matter experts in the establishment of financial controls, processes and organization for start-ups, and turnaround and restructuring for more established entities. He has more than 20 years of executive financial leadership experience in the e-commerce, enterprise broadband, hi-tech R&D and manufacturing, and non-profit industries.

Paul is also a CPA licensed in Georgia and a Certified Management Accountant. He holds an MBA in Finance from Duke University’s Fuqua School of Business.

Company website

LinkedIn

Questions/Topics Discussed in this Show

  • What is TechCXO?
  • What types of services do you provide?
  • What types of companies do you work with?
  • Issues for non-profits to contend with in 2021
  • Liquidity and capital for businesses in 2021

North Fulton Business Radio” is hosted by John Ray and produced virtually from the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link. The show can be found on all the major podcast apps by searching “North Fulton Business Radio.”

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Tagged With: consulting services, financial leadership, Fractional CFO, Non-Profits, Paul Sansone, TechCXO

Meg Levene and Scott Siegel, MomentumCPG

January 14, 2021 by John Ray

MomentumCPG
North Fulton Business Radio
Meg Levene and Scott Siegel, MomentumCPG
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Meg Levene and Scott Siegel, MomentumCPG (North Fulton Business Radio, Episode 321)

Sometimes emerging and even high-growth consumer packaged goods companies have product lines with lackluster sales. That’s where MomentumCPG comes in. MomentumCPG Founding Partners Meg Levene and Scott Siegel join host John Ray to discuss reasons why this occurs for even the best companies, and the experience and strategies they bring to the table to jumpstart sales. “North Fulton Business Radio” is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

Meg Levene and Scott Siegel, Founding Partners, MomentumCPG

Meg Levene and Scott Siegel are two of the four founding partners of MomentumCPG.  The other two are Tim Byrd and Chris Cocca.  MomentumCPG creates momentum for CPG (Consumer Packaged Goods) companies to reach next level sales.

They are Outsourced/Fractional Vice Presidents of Sales working with emerging and high-growth CPG companies.  They help companies that are struggling to scale or grow in a competitive environment.

With over 120 years of sales and leadership experience, managing every channel, retailer, market, and category—they have worked with both the industry’s largest companies and small emerging brands. 

Working with the leadership and sales teams, they create expansion strategies, new growth opportunities, and capabilities that focus on strategy, process, people, and partnerships. 

Providing trusted leadership and industry experience, they help companies work smarter by developing a customized strategy and plan that will position companies to own their future.

To learn more please contact:

  • Meg Levine – 215-450-8612 or meg@momentumcpg.com
  • Scott Siegel – 978-881-4069 or scott@momentumcpg.com

Company website

Meg Levene

Meg Levene, MomentumCPG

Meg spent her 25+ year career as a passionate sales leader and business builder in the consumer products industry. As an executive at P&G, Nielsen, Gillette, and J&J, she leveraged consumer and business insights to launch and build brands like Mach3, Tylenol, and Listerine worldwide. She led sales teams from 5 people to 500 people in the US, Canada, and the Caribbean. Meg also managed significant channels, including Food, Drug, Mass, and Club, and strategic customers, including Costco, Target, Meijer, CVS, and Ahold. In 2012, she joined Advantage Sales and Marketing, the largest outsourced sales agency in the U.S. where she helped over 100+ clients achieve double-digit growth. In 2019, Meg became a Certified Sales Consultant with Sales Xceleration, the pioneer in outsourced sales leadership.

Meg brings the experience of a Fortune 50 leader with the passion and resourcefulness of an entrepreneur. Today, she is focused on working alongside entrepreneurs to help scale the next generation of differentiated and high growth CPG businesses. When I am not helping my clients achieve breakthrough sales growth; she enjoys spending time with her husband and three teenagers, exploring the world from Salmon fishing in Alaska to Surf Camp in Costa Rica. These days, she spends my free time on my Peloton, cycling the hills and valleys of Vermont, and, when winter comes skiing the steeps.

Scott Siegel

Scott Siegel, MomentumCPG

Scott is a successful consumer products leader with broad experience that spans Fortune 500 to developing smaller brands and working with private equity backed small and mid-size organizations. As an executive at PepsiCo, Welch’s, and Keurig Green Mountain he leveraged his cross-functional experience to bring innovative solutions to brands, customers and building sales teams. Today, he is working with emerging brands creating winning sales strategies, sustainable sales processes, building teams and selling capabilities that allows entrepreneurs, owners, and leaders to focus on what they love most about their business.

Scott began his career as a Route Salesman for Frito-Lay. With 30+ years of progressive experience, he has held roles in national sales, field sales, operations, marketing, broker leadership, distributor management, DSD, omni-channel, and corporate strategy. He has proven success across a diverse set of organizations, channels, customers, categories and selling models with revenue responsibility from $5M to $3B.

Scott is a results-oriented, high integrity, creative and authentic leader who is passionate about driving growth, building teams, developing talent, engaging customers, and focusing on the fundamentals. His collaborative leadership style builds and strengthens internal and external partnerships to achieve long term growth and profitability.

Scott is involved in the community serving on the Education Committee for the American Foundation of Suicide Prevention, the Event Committee for XPX (Exit Planners) and as a Pitch Coach for TiE Atlanta.

He received a B.S. in Marketing from West Virginia Wesleyan and an M.B.A. from the University of New Haven. He is a former college soccer athlete, as the goalie for a nationally ranked team. He is an avid reader, and Yankee and Patriots fan. He enjoys spending time with his wife and four grown children.

Questions and Topics in this Interview:

  • Why did you start MomentumCPG?
  • When would a company need someone like you?
  • Who are your clients?
  • Can you tell me what services you provide to your clients?
  • What are some common mistakes you see clients making?
  • How do you engage a Buyer virtually?
  • What should you do if a Buyer won’t talk to you?

North Fulton Business Radio” is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, iHeart Radio, Stitcher, TuneIn, and others.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

 

Tagged With: consumer packaged goods, CPG, Fractional Sales Leadership, Meg Levene, MomentumCPG, outsourced fractional sales, Outsourced Sales, sales consultant, sales consulting, sales strategy, Scott Siegel

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