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Quick Tips for Time Well Spent: Finding Your Balance

March 27, 2023 by John Ray

Finding Your Balance
North Fulton Studio
Quick Tips for Time Well Spent: Finding Your Balance
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Finding Your Balance

Quick Tips for Time Well Spent: Finding Your Balance

On this edition of Quick Tips for Time Well Spent, host Julie Hullett offers her thoughts on finding your balance amid a busy life.

Julie’s commentary was taken from this episode of Time Well Spent with Julie Hullett. 

Time Well Spent with Julie Hullett is presented by Julie Hullett Concierge, LLC and produced by the North Fulton studio of Business RadioX®.

About Time Well Spent

Time Well Spent with Julie Hullett features stories from busy professionals who have created more time to do what they love. Every other week, your host and personal concierge Julie Hullett speaks with entrepreneurs, community leaders, and influencers to answer the question: What would you do if you had more time?

The show is produced by the North Fulton studio of Business RadioX® and can be found on all the major podcast apps. The complete show archive is here.

Julie Hullett, Host of Time Well Spent with Julie Hullett

Julie Hullet, Host of Time Well Spent with Julie Hullett

Julie Hullett is the host of Time Well Spent with Julie Hullett.

Julie Hullett is a personal concierge and entrepreneur in Nashville, TN. She founded Julie Hullett Concierge, LLC in 2011 to give people their time back so they can do more of what they love. No stranger to big ideas and pursuing passions, Julie left corporate America to create her business. She capitalized on her skills—multi-tasking, attention to detail, and time management, to name a few—to build a successful business that gives back. Her clients enjoy ample free time. They’ve traveled more, spent more time with those they love, and have even created their own businesses.

Connect with Julie:

Website| LinkedIn | Instagram. Sign up to receive her newsletter.

 

Tagged With: balance, finding your balance, Julie Hullett, Julie Hullett Concierge LLC, personal concierge, Quick Tips for Time Well Spent, simple routines, Time Well Spent with Julie Hullett, work-life balance

What You Must Know When Forming an LLC, Partnership, or Corporation

March 24, 2023 by John Ray

What You Must Know When Forming an LLC, Partnership, or Corporation
Advisory Insights Podcast
What You Must Know When Forming an LLC, Partnership, or Corporation
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What You Must Know When Forming an LLC, Partnership, or Corporation

What You Must Know When Forming an LLC, Partnership, or Corporation (Advisory Insights Podcast, Episode 36)

On this episode of Advisory Insights, Stuart Oberman of Oberman Law Firm discussed some of the key considerations for businesses when forming an LLC, partnership, or corporation. He stressed the importance of having a well-designed agreement in place that covers key topics such as arbitration provisions, buy/sells, and valuation methods.

Advisory Insights is presented by Oberman Law Firm and produced by the North Fulton studio of Business RadioX®. The series can be found on all the major podcast apps. You can find the complete show archive here.

TRANSCRIPT

Intro: [00:00:01] Broadcasting from the Studios of Business RadioX, it’s time for Advisory Insights. Brought to you by Oberman Law Firm, serving clients nationwide with tailored service and exceptional results. Now, here’s your host.

Stuart Oberman: [00:00:20] Hello, everyone. Stuart Oberman. Welcome, welcome to Advisory Insights. All right. We’re going to have some great stuff. As we start going quickly, quickly, quickly into 2023, I want to make sure that everyone is structurally prepared internally for their corporations, partnerships, LLCs.

Stuart Oberman: [00:00:39] We do a substantial amount of entity formations, buy-ins, buyouts, partnerships, formations for global companies, local companies, regional companies. Last year, we did about 145 transitions, mergers, acquisitions, probably total about $450 million worth of revenue on those, total practice values, and everything, business values.

Stuart Oberman: [00:01:05] So, I want to run quickly through some items that we noticed time and time and time again on some problems. So, first and foremost, whenever you’re forming a corporation, you got to look at a couple areas. So, you have to know, and your advisors have to know, your CPAs have to know, your attorneys have to know what are the best practices. Each state is completely different as to what the requirements are. You have to know what your documents are. You have to know what the record keeping is. You have to understand what your corporate responsibility is document-wise. You have to understand what the LLC documents are. You have to understand whether or not you have to have a publication involved.

Stuart Oberman: [00:01:49] And, also, what are the valuations. When you form an entity, when you form a corporation, you form an LLC, what is what we call a capital contributions? What are you bringing to the table? Is it $1? Is it your services rendered? It has to be an accounting process for this because it has to go into the operating agreement. It has to go into the corporate documents. And I’m going to get into a list of corporate documents a little bit later in this particular podcast.

Stuart Oberman: [00:02:18] So, one area we have to look at is, of course, an entity selection. What is best for you? There are no right or wrong entities necessarily. It’s just what is your structure? So, of course, you’ve got your corporations, right? Now, people get confused. I want to be a Sub-S. I want to be a C-Corp. So, those are tax elections. They’re not “corporate structures.”

Stuart Oberman: [00:02:50] So, there’s only really one kind of corporation. Depending on your state, you could have a professional corporation, you can have a PLLC, professional liability corporation. So, you’ve got a lot of things but, basically, you’re looking at the corporation. Then, you have limited liability company. Again, depending on your state, you can have a PLLC, you can have variations of these.

Stuart Oberman: [00:03:16] So then, you look at what are your partnerships. That’s a whole different world. Partnerships. They’re like a marriage. They’re easy to get in. They are a disaster to get out. If you’re even contemplating a partnership, who’s going to own their respective shares? You got two owners, individually or is each owner going to have their own entity, LLC, if you will, and then you have a master – what we call – mothership LLC. Again, those are very, very specific things you’ve got to really take a look at.

Stuart Oberman: [00:03:53] Then, you’ve got joint ventures. So then, you’ve got partnerships on joint ventures. Then, you have joint ventures LLCs. You got operating agreements. You’ve got, again, buy-ins, buy outs. So, those are all extremely technical areas you really, really have to know.

Stuart Oberman: [00:04:12] So then, you’ve got to look at what entity is going to protect the owners or owner of the companies. What are the rights and obligations of the owners? Again, internal documents. Easy to get in, hard to get out. You’ve got to know how you go into a marriage and how you’re getting out, what are the breakups, what are the wind downs, how are you going to break up the the assets, if you will. So, again, determine the entity status.

Stuart Oberman: [00:04:39] So then, this is where your advisors come in. You’ve got to look at really the benefits and pitfalls of establishing each entity. You can’t just jump and say, I want to be this or I want to be that. You have to figure out the end game, taxes, liability, crossing jurisdictional matters. What may work in Texas is not going to work in Maine. What’s going to work in Maine is not going to work in Washington. So, again, look at those things.

Stuart Oberman: [00:05:08] Tax issues. So, you’ve got a couple areas to look at. One is the S-Corp. That is best place for small businesses. Your CPA will be very familiar with that. There are certain time limits that that has to be election-wise with the IRS once you are set up. Your C-Corps, you’ve got to be really careful on that, because if you go to sell your business and you’re a C-Corp you have some problems with some tax, some goodwill matters.

Stuart Oberman: [00:05:40] And the partnerships, is it going to be a mothership scenario where you’ve got owners filing their own LLCs? Is it going to be taxed, again as a partnership, how is each entity going to be taxed? Is this particular partner going to be a S-Corp? Again, very, very complex. So, you look at the formation. You look at your operation. And you look at the termination.

Stuart Oberman: [00:06:06] Pitfalls. Who’s going to get the tax ID number, state and federal? So, when your federal, someone in the organization has to file for a tax ID number. Whose Social Security number is that going to be filed with? Because if it’s under your tax, if it’s under your Social Security number, you are essentially going to be responsible for a lot of tax matters. What’s the tax efficiency? What’s the best tax structure? Is it a tax exempt? Certain areas are tax exempt, state, federal.

Stuart Oberman: [00:06:43] Again, you’ve got to look at your CPA for these things. You’ve got to look at your financial advisors. And they have to be familiar with business. Some CPAs are not familiar with business structures. It’s just the way it is. So, again, pick your advisors carefully.

Stuart Oberman: [00:06:56] A couple of documents – as we’re sort of near closing – we should really take a look at. So, corporation’s bylaws, minutes, LLCs and corporations, consents LLC and corporations, operating agreement primarily generally in your LLC formations, that will get you started on everything from how you run the business, tax consequences, how you wind it down, what the partnerships distributions are. That is your structure.

Stuart Oberman: [00:07:32] With any joint venture, you have to have or should have a joint venture agreement. Any business that has more than one owner or partnership should have, in my recommendation, a very strong buy-in. Is it going to have arbitration provisions? Is it going to be a buy/sells? Are you going to have sort of a baseball arbitration where if one person can’t agree on the valuation, then the other person hires another appraiser, then all of a sudden you’ve got the two appraisers that are going in and equally dividing the difference between the two appraisals and come up with a number? Again, you can’t assume all this. This has to be the structure that you have to look at.

Stuart Oberman: [00:08:18] Well, folks, I know that’s a quick podcast today, but these are so many things that you just have to look at. I could literally probably talk on each topic for probably 30, 40 minutes. But this is an overall, really, really basic scenario generality that we run into. Again, it’s not the complex issues. Sometimes it’s the simplest things that get our practice owners, our business owners, our small business guys in trouble.

Stuart Oberman: [00:08:49] So, anyway, folks, thanks for joining us on the podcast today, Forming Corporations, Partnerships, LLCs, What you must know. If you have any questions, please feel free to give us a call, 770-886-2400, Oberman Law firm. Or email me at stuart, S-T-U-A-R-T, @obermanlaw.com Thanks folks, and have a fantastic day.

Outro: [00:09:14] Thank you for joining us on Advisory Insights. This show is brought to you by Oberman Law Firm, a business-centric law firm representing local, regional, and national clients in a wide range of practice areas, including healthcare, mergers and acquisitions, corporate transactions, and regulatory compliance.

About Advisory Insights Podcast

Presented by Oberman Law Firm, Advisory Insights Podcast covers legal, business, HR, and other topics of vital concern to healthcare practices and other business owners. This show series can be found here as well as on all the major podcast apps.

Stuart Oberman, Oberman Law Firm

Oberman Law Firm

Stuart Oberman is the founder and President of Oberman Law Firm. Mr. Oberman graduated from Urbana University and received his law degree from John Marshall Law School. Mr. Oberman has been practicing law for over 25 years, and before going into private practice, Mr. Oberman was in-house counsel for a Fortune 500 Company. Mr. Oberman is widely regarded as the go-to attorney in the area of Dental Law, which includes DSO formation, corporate business structures, mergers and acquisitions, regulatory compliance, advertising regulations, HIPAA, Compliance, and employment law regulations that affect dental practices.

In addition, Mr. Oberman’s expertise in the healthcare industry includes advising clients in the complex regulatory landscape as it relates to telehealth and telemedicine, including compliance with corporate structures, third-party reimbursement, contract negotiations, technology, healthcare fraud, and abuse law (Anti-Kickback Statute and the State Law), professional liability risk management, federal and state regulations.

As the long-term care industry evolves, Mr. Oberman has the knowledge and experience to guide clients in the long-term care sector with respect to corporate and regulatory matters, assisted living facilities, and continuing care retirement communities (CCRCs). In addition, Mr. Oberman’s practice also focuses on healthcare facility acquisitions and other changes of ownership, as well as related licensure and Medicare/Medicaid certification matters, CCRC registrations, long-term care/skilled nursing facility management, operating agreements, assisted living licensure matters, and health care joint ventures.

In addition to his expertise in the healthcare industry, Mr. Oberman has a nationwide practice that focuses on all facets of contractual disputes, including corporate governance, fiduciary duty, trade secrets, unfair competition, covenants not to compete, trademark and copyright infringement, fraud, and deceptive trade practices, and other business-related matters. Mr. Oberman also represents clients throughout the United States in a wide range of practice areas, including mergers & acquisitions, partnership agreements, commercial real estate, entity formation, employment law, commercial leasing, intellectual property, and HIPAA/OSHA compliance.

Mr. Oberman is a national lecturer and has published articles in the U.S. and Canada.

LinkedIn

Oberman Law Firm

Oberman Law Firm has a long history of civic service, noted national, regional, and local clients, and stands among the Southeast’s eminent and fast-growing full-service law firms. Oberman Law Firm’s areas of practice include Business Planning, Commercial & Technology Transactions, Corporate, Employment & Labor, Estate Planning, Health Care, Intellectual Property, Litigation, Privacy & Data Security, and Real Estate.

By meeting their client’s goals and becoming a trusted partner and advocate for our clients, their attorneys are recognized as legal go-getters who provide value-added service. Their attorneys understand that in a rapidly changing legal market, clients have new expectations, constantly evolving choices, and operate in an environment of heightened reputational and commercial risk.

Oberman Law Firm’s strength is its ability to solve complex legal problems by collaborating across borders and practice areas.

Connect with Oberman Law Firm:

Company website | LinkedIn | Twitter

Tagged With: Advisory Insights, Advisory Insights Podcast, Corporation, Forming a Corporation, Forming a Partnership, Forming an LLC, LLC, Oberman Law, Oberman Law Firm, Partnership, Stuart Oberman, What to Know

Digital Addiction: An Interview with Dr. Nidhi Gupta, Phreedom: Ungrip Devices. Grip Life

March 23, 2023 by John Ray

Nidhi Gupta
North Fulton Studio
Digital Addiction: An Interview with Dr. Nidhi Gupta, Phreedom: Ungrip Devices. Grip Life
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Nidhi Gupta

Digital Addiction: An Interview with Dr. Nidhi Gupta, Phreedom: Ungrip Devices. Grip Life (Episode 85, To Your Health with Dr. Jim Morrow)

Dr. Nidhi Gupta, pediatric endocrinologist and an award-winning researcher, joined host Dr. Jim Morrow to talk about Phreedom, her movement to mitigate digital addiction. Dr. Gupta explained how our behavior with any mobile wireless device contributes to addiction, explained how that addiction works via the trigger loop, the impacts on health, her advice for digital wellness, and more.

To Your Health is brought to you by Village Medical (formerly Morrow Family Medicine), which brings the care back to healthcare.

Phreedom: Ungrip Devices. Grip Life

Driven by her personal and professional experiences, Dr. Nidhi Gupta launched a movement (Phreedom: Ungrip Devices. Grip Life) to raise awareness about smartphone addiction and enlighten her audience to reclaim their time and attention in this technology driven economy.

Through her research and clinical work, Nidhi is devoted to exposing the dangers of screen addiction. Her work shows that screen time obsession causes or contributes to an array of health challenges such as diabetes, obesity, heart disease, depression, anxiety, addiction, and more.

Nidhi has created a robust digital-wellness workshop that empowers parents, professionals, and students with a deep understanding of smartphone addiction and practical tools to prevent and/or mitigate this behavior.

Company website | Facebook |  Twitter

Dr. Nidhi Gupta, Founder & CEO, Phreedom: Ungrip Devices. Grip Life, & KAP Pediatric Endocrinology

Dr. Nidhi Gupta, Founder & CEO, Phreedom: Ungrip Devices. Grip Life, & KAP Pediatric Endocrinology

Dr. Nidhi Gupta is a pediatric endocrinologist and an award-wining researcher. She has been a featured speaker on several podcasts, including The BMJ, Switch4good, The Daily Huddle and How It’s Done. Nidhi has authored over 100 peer-reviewed articles, book chapters and essays.

Nidhi is speaking at TEDx Tullahoma in April 2023.

Nidhi completed her medical school at Maulana Azad Medical College, New Delhi, India; pediatric residency at Children’s Hospital of Michigan, Detroit and pediatric endocrinology fellowship at Mayo Clinic, Rochester, MN. Upon graduating, she was an Assistant Professor of Pediatrics at Vanderbilt University Medical Center for 4 years, where she was the director of the Pediatric Cystic Fibrosis Related Diabetes Clinic.

She is now the Founder and CEO of KAP Pediatric Endocrinology, a direct specialty endocrine practice in Franklin, TN.

LinkedIn

About Village Medical (formerly Morrow Family Medicine)

Village Medical, formerly Morrow Family Medicine, is an award-winning, state-of-the-art family practice with offices in Cumming and Milton, Georgia. The practice combines healthcare information technology with old-fashioned care to provide the type of care that many are in search of today. Two physicians, three physician assistants and two nurse practitioners are supported by a knowledgeable and friendly staff to make your visit to Village Medical one that will remind you of the way healthcare should be.  At Village Medical, we like to say we are “bringing the care back to healthcare!”  The practice has been named the “Best of Forsyth” in Family Medicine in all five years of the award, is a three-time consecutive winner of the “Best of North Atlanta” by readers of Appen Media, and the 2019 winner of “Best of Life” in North Fulton County.

Village Medical offers a comprehensive suite of primary care services including preventative care, treatment for illness and injury, and management of chronic conditions such as diabetes, congestive heart failure, chronic obstructive pulmonary disease (COPD) and kidney disease. Atlanta-area patients can learn more about the practice here.

Dr. Jim Morrow, Village Medical, and Host of To Your Health with Dr. Jim Morrow

Covid-19 misconceptionsDr. Jim Morrow is the founder of Morrow Family Medicine. He has been a trailblazer and evangelist in healthcare information technology, was named Physician IT Leader of the Year by HIMSS, a HIMSS Davies Award Winner, the Cumming-Forsyth Chamber of Commerce Steve Bloom Award Winner as Entrepreneur of the Year and he received a Phoenix Award as Community Leader of the Year from the Metro Atlanta Chamber of Commerce.  He is married to Peggie Morrow and together they founded the Forsyth BYOT Benefit, a charity in Forsyth County to support students in need of technology and devices. They have two Goldendoodles, a gaggle of grandchildren and enjoy life on and around Lake Lanier.

Facebook | LinkedIn | Twitter

The complete show archive of To Your Health with Dr. Jim Morrow addresses a wide range of health and wellness topics.

Tagged With: digital addiction, distracted driving, Dr. Jim Morrow, Dr. Nidhi Gupta, family doctor, family practice doctor, KAP Pediatric Endocrinology, obesity, pediatric endocrinology, Phreedom, sleep, smartphones, To Your Health, To Your Health With Dr. Jim Morrow, Village Medical, wireless devices

Chris Stewart, ATL Restoration

March 23, 2023 by John Ray

Chris Stewart, ATL Restoration
North Fulton Business Radio
Chris Stewart, ATL Restoration
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Chris Stewart, ATL Restoration

Chris Stewart, ATL Restoration (North Fulton Business Radio, Episode 624)

Chris Stewart, Vice President of ATL Restoration, joined host John Ray on this edition of North Fulton Business Radio. Chris shared his journey, his service with the Marines Corps in Afghanistan, the work of ATL Restoration, helping clients at an extremely vulnerable time, how the company maintains their reputation for quality service, and much more.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Chris Stewart, Vice President of Business Development, ATL Restoration

Chris Stewart, Vice President of Business Development, ATL Restoration

At Atlanta Restoration, they use the latest technologies and resources to restore your property in Alpharetta, Atlanta, Cumming, Johns Creek, Roswell, GA, and the surrounding areas. Whether you’re seeking restoration for your home or business, their skilled technicians are armed with the expertise and tools needed to get you back on track. Restoration is just a click away!

Chris Stewart is the Vice President of Business Development at ATL Restoration.

Website | Facebook | Twitter

 

 

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank 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.

RenasantBank

 

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.

Since 2000, Office Angels® has been restoring joy to the life of small business owners, enabling them to focus on what they do best. At the same time, we honor and support at-home experts who wish to continue working on an as-needed basis. Not a temp firm or a placement service, Office Angels matches a business owner’s support needs with Angels who have the talent and experience necessary to handle work that is essential to creating and maintaining a successful small business. Need help with administrative tasks, bookkeeping, marketing, presentations, workshops, speaking engagements, and more? Visit us at https://officeangels.us/.

Tagged With: ATL Restoration, Business Development, Chris Stewart, fire damage, John Ray, North Fulton Business Radio, North Fulton Radio, Office Angels, renasant bank, restoration, water damage

Time Management and Delegation, with Bill McDermott, Host of ProfitSense

March 22, 2023 by John Ray

Time Management and Delegation, with Bill McDermott, Host of ProfitSense
North Fulton Studio
Time Management and Delegation, with Bill McDermott, Host of ProfitSense
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Time Management and Delegation, with Bill McDermott, Host of <i>ProfitSense</i>

Time Management and Delegation, with Bill McDermott, Host of ProfitSense

In this commentary from a recent episode of ProfitSense, Bill urges CEOs to assign priorities to their to-do lists. He says that if you do this, you will find you are more efficient and effective over time and enjoy a higher quality of life. Bill also makes another vital point:  only do what you can do and delegate the rest.

ProfitSense with Bill McDermott is produced and broadcast by the North Fulton Studio of Business RadioX® in Alpharetta.

Bill’s commentary was taken from this episode of ProfitSense.

About ProfitSense and Your Host, Bill McDermott

Bill McDermott
Bill McDermott

ProfitSense with Bill McDermott dives into the stories behind some of Atlanta’s successful businesses and owners and the professionals that advise them. This show helps local business leaders get the word out about the important work they’re doing to serve their market, their community, and their profession. The show is presented by McDermott Financial Solutions. McDermott Financial helps business owners improve cash flow and profitability, find financing, break through barriers to expansion, and financially prepare to exit their business. The show archive can be found at profitsenseradio.com.

Bill McDermott is the Founder and CEO of McDermott Financial Solutions. When business owners want to increase their profitability, they don’t have the expertise to know where to start or what to do. Bill leverages his knowledge and relationships from 32 years as a banker to identify the hurdles getting in the way and create a plan to deliver profitability they never thought possible.

Bill currently serves as Treasurer for the Atlanta Executive Forum and has held previous positions as a board member for the Kennesaw State University Entrepreneurship Center and Gwinnett Habitat for Humanity and Treasurer for CEO NetWeavers. Bill is a graduate of Wake Forest University and he and his wife, Martha have called Atlanta home for over 40 years. Outside of work, Bill enjoys golf, traveling, and gardening.

Connect with Bill on LinkedIn and Twitter and follow McDermott Financial Solutions on LinkedIn.

Tagged With: Bill McDermott, Delegate, delegating tasks, Delegation, profitability, profitability coach, Profitability Coach Bill McDermott, ProfitSense, ProfitSense with Bill McDermott, task management, time management, time management solutions

Ryan Northington, Simplus

March 22, 2023 by John Ray

Simplus
Executive Perspective
Ryan Northington, Simplus
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Simplus

Ryan Northington, Simplus

Ryan Northington, CEO of Simplus, sat down with Executive Perspective host Danny Vander Maten to talk about the origins and the work of Simplus, his role as a new CEO, the experience of establishing an office in the Philippines, his thoughts on resilience, and more.

Executive Perspective is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Simplus

Simplus uses leading cloud solutions to help companies achieve a strategic vision, improve performance, and increase value to your enterprise. Their Innovate and Modernize offerings will help you understand your opportunities, solve your pain points, and successfully achieve digital transformation.

Simplus drives results that matter for modern organizations by accelerating strategic, industry-focused digital transformation in the Salesforce ecosystem, helping them become resilient, live enterprises. Their services include customer experience and program strategy, platform implementation, organizational change management, data and systems integration, business platforms and accelerators, and managed services.

As a global team, they help customers reimagine and simplify their Salesforce journeys with innovative, end-to-end industry solutions to drive a seamless customer experience, operational efficiency, and profitable growth.

Company website | LinkedIn | Facebook | Twitter 

Ryan Northington, CEO, Simplus

Ryan Northington, CEO, Simplus

Ryan Northington is a Senior Executive in the Salesforce space. He started his career in Software and Hardware engineering before pivoting to the Salesforce ecosystem as a Sr. Consultant and Project Manager at Cloud Sherpas. He has run and grown many businesses including new partner referral and resell program as well as several Application Managed Services businesses in the Salesforce ecosystem.

Before Simplus he was a Sr. Manager at Accenture responsible for their global Application Managed Services team responsible for Salesforce, Workday, and ServiceNow. At Simplus he has held positions as the VP of North America Delivery and President of North America responsible for client engagements as well as the North American go-to-market.
Ryan is currently the CEO of Simplus, responsible for North America and Australia/New Zealand.
LinkedIn

 

About Executive Perspective

Executive Perspective features executives and business leaders from a wide variety of sectors. Host Danny Vander Maten and his guests cover industry trends, insights, challenges, success strategies and lessons learned.  Executive Perspective is underwritten and presented by Cresa. The show series is produced by the North Fulton studio of Business RadioX® and can be found on all the major podcast apps. A complete show archive can be found here.

Danny Vander Maten, Host of Executive Perspective

Danny Vander Maten, Vice President – Tenant Representation, Cresa, and Host of Executive Perspective

Danny joined Cresa in the Spring of 2016 and brought a diverse background with nearly 10 years of experience in finance, business operations, and strategy to his client’s real estate transactions.

At Cresa, Danny’s primary responsibilities include strategic planning, lease analysis, negotiations, and cost mitigation. As a registered Certified Public Accountant with an active license in the state of Georgia, Danny provides unique financial insight into every critical aspect of the transaction.

Cresa is the world’s most trusted occupier-centric commercial real estate firm. They strategize for the best possible results for occupiers everywhere. Cresa thinks beyond space. Partner without conflict. And apply their integrated expertise to make your business better.

Connect with Danny: LinkedIn | Twitter

Connect with Cresa: Website | LinkedIn | Facebook | Instagram | Twitter

Tagged With: CRESA, Danny Vander Maten, Executive Perspective, Ryan Northington, salesforce, Salesforce Integration, Simplus

Karen Cashion, Tech Alpharetta

March 21, 2023 by John Ray

Karen Cashion
Business Beat
Karen Cashion, Tech Alpharetta
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Karen Cashion

Frazier & Deeter’s Business Beat:  Karen Cashion, Tech Alpharetta

Karen Cashion, CEO of Tech Alpharetta, joined host Roger Lusby and his colleague at Frazier & Deeter, Reid Blalock, on this edition of Business Beat. Karen discussed how and why Tech Alpharetta was founded, their work as an incubator for tech startups, their strong graduation rate, available programs and educational opportunities, their dedicated, experienced board, tech trends locally, and much more.

Business Beat is presented by Alpharetta CPA firm Frazier & Deeter and is produced by the North Fulton studio of Business RadioX®

Tech Alpharetta

Tech Alpharetta is an independent, 501c(6) nonprofit organization whose mission is to help grow technology and innovation in Alpharetta. There are nearly 700 tech companies located in the City of Alpharetta today. Tech Alpharetta helps to recruit and retain tech companies, grow new tech startups and innovation, create jobs, and grow the next generation of skilled tech workforce for the many employers in the Alpharetta and north metro region.

Tech Alpharetta also focuses heavily on giving back to the community, through its Women’s Forum, which supports area women in STEAM-related careers and provides STEAM mentoring to high school girls. Tech Alpharetta is partnered with the new, Innovation Academy Fulton County public STEM high school in Alpharetta. Tech Alpharetta, through its Board companies and its Women’s Forum, will be providing mentorship, classroom challenges, and internship opportunities to the school’s students.

Tech Alpharetta helps to effectuate its strategy through its Strategic Board of Directors, by operating a thriving tech startup incubator and its Women’s Forum, and by hosting year-round, locally-based, educational and tech thought leadership events for technology executives.

Company website | LinkedIn | Facebook | Twitter

Karen Cashion, President and CEO, Tech Alpharetta

Karen Cashion, President and CEO, Tech Alpharetta

Karen Cashion is President & CEO of Tech Alpharetta, which was created by the City of Alpharetta in 2012 and is now a 501(c)6 nonprofit organization.

Karen is an attorney with twenty years of experience as a commercial litigator and corporate technology lawyer. Karen began her career at Simpson Thacher & Bartlett in New York City, and in addition to law firm practice, has served as Assistant General Counsel for EarthLink and Legal Counsel, Global Technology for Travelport, LP in Atlanta.

Karen received her J.D. with high honors from Duke University School of Law, where she served as Senior Editor of the Law & Contemporary Problems Journal. Karen received her Bachelor of Arts degree, summa cum laude, from Emory University, where she graduated Phi Beta Kappa.

Karen has served as a Commissioner on the City of Alpharetta’s Planning Commission, is a 2014 graduate of Leadership North Fulton, and is a graduate of the 2015 Georgia Academy for Economic Development. She has also served on the Board of Directors for the North Fulton Bar Association and the Advisory Board for the University of North Georgia’s Center for Entrepreneurship and Innovation. In addition, Karen is a member of the Advisory Board for Vinings Bank.

Karen and her family are longtime residents of the city of Alpharetta.

LinkedIn

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, Partner in Charge of the Alpharetta office of 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: Alpharetta, Business Beat, CPa, CPA tax practice, FinTech, Frazier & Deeter's Business Beat, Frazier and Deeter, incubator, Roger Lusby, STEAM, STEAM-focused, tax planning, tech incubators, tech startups

Julian R. Vaca, Author of The Memory Index

March 20, 2023 by John Ray

Julian R. Vaca
North Fulton Studio
Julian R. Vaca, Author of The Memory Index
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Julian R. Vaca

Julian R. Vaca, Author of The Memory Index (Time Well Spent with Julie Hullett, Episode 14)

Julian R. Vaca, author of The Memory Index, was Julie’s guest on this episode of Time Well Spent. Julian shared his unconventional journey to publishing his debut novel, how he spends his days and gets writing done, his favorite spot to write, how he and his family relax, and more.

After the interview, Julie shared a Quick Tip about how to find your own version of balance.

Time Well Spent with Julie Hullett is presented by Julie Hullett Concierge, LLC and produced by the North Fulton studio of Business RadioX®.

Julian R. Vaca, Author of The Memory Index

Julian R. Vaca, author of “The Memory Index”

Julian R. Vaca is a first generation Mexican American and a first-generation college graduate.

He was a staff writer on season three of PBS’s Reconnecting Roots, a nationally broadcast show that drew in millions of viewers over its first two seasons. He is the co-writer of Pencil Test, a feature-length documentary that’s being executive produced by Disney animation legend Tom Bancroft (Earnest Films, 2023).

His writing has appeared in The Nerd Daily, Writer’s Digest, and more. He is a PEN/Faulkner Writers in School author, a member of the SCBWI, and a Hey! Young Writer mentor.

Julian also has an extensive background in acting, earning a principal role in CMT’s  Still the King for two seasons. He also stars as the host of Lifeway’s “Gospel Project for Kids,” and dozens of other projects.

Julian is the Creator Community Manager for Soundstripe, a Nashville-based music tech company that serves tens of thousands of filmmakers worldwide.

The Memory Index  (HarperCollins) is his debut. The sequel, The Recall Paradox, publishes in 2023. Julian is repped by Natalie Kimber of The Rights Factory.

Website | Facebook | Instagram

About Time Well Spent

Time Well Spent with Julie Hullett features stories from busy professionals who have created more time to do what they love. Every other week, your host and personal concierge Julie Hullett speaks with entrepreneurs, community leaders, and influencers to answer the question: What would you do if you had more time?

The show is produced by the North Fulton studio of Business RadioX® and can be found on all the major podcast apps. The complete show archive is here.

Julie Hullett, Host of Time Well Spent with Julie Hullett

Julie Hullet, Host of Time Well Spent with Julie Hullett

Julie Hullett is the host of Time Well Spent with Julie Hullett.

Julie Hullett is a personal concierge and entrepreneur in Nashville, TN. She founded Julie Hullett Concierge, LLC in 2011 to give people their time back so they can do more of what they love. No stranger to big ideas and pursuing passions, Julie left corporate America to create her business. She capitalized on her skills—multi-tasking, attention to detail, and time management, to name a few—to build a successful business that gives back. Her clients enjoy ample free time. They’ve traveled more, spent more time with those they love, and have even created their own businesses.

Connect with Julie:

Website| LinkedIn | Instagram. Sign up to receive her newsletter.

Tagged With: Author, Julian Vaca, Julie Hullett, Julie Hullett Concierge LLC, personal concierge, The Memory Index, Time Well Spent with Julie Hullett, writer

Larry Ryback, Chief Executive Officer, Jim ‘N Nick’s

March 20, 2023 by John Ray

Larry Ryback, Jim 'N Nick's
North Fulton Business Radio
Larry Ryback, Chief Executive Officer, Jim 'N Nick's
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Larry Ryback, Jim 'N Nick's

Larry Ryback, Chief Executive Officer, Jim ‘N Nick’s (North Fulton Business Radio, Episode 623)

On this edition of North Fulton Business Radio, Larry Ryback, CEO of Jim ‘N Nick’s, joined host John Ray to discuss Jim ‘N Nick’s and the growth of the brand, his journey with the company, why community involvement is so important to the growth of the company, the new Alpharetta/Milton location, and much more.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Jim ‘N Nick’s

It all began in 1985 in a reclaimed old pizza restaurant on Clairmont Avenue in Birmingham, AL. The formula was simple. Celebrate the heritage of revered bar-b-q masters, cut no corners on the menu, and serve the whole community like family.

That philosophy allowed Jim ‘N Nick’s to create something special. An authentic bar-b-q restaurant with chefs and pitmasters. A nod to their past recipes, with eyes toward the future. Sit-down dining on one hand, and a drive-through on the other. No freezers, no microwaves, and no shortcuts. 12-hour slow-smoked pork and beef, but served real fast. A celebration of Alabama, but a reverence for the bar-b-q tradition across the South.

It’s the kind of place that only happens when you don’t follow the crowd, but instead, follow your heart, trust your gut, and simply do things the hard way.

Today, Jim ‘N Nick’s has become an icon of the bar-b-q community. One bite and you’ll understand why there’s only one Jim ‘N Nick’s.

Website | LinkedIn | Facebook | Instagram | Twitter

Questions and Topics

  • Larry Ryback, CEO, Jim ‘N Nick’s

    Talk about Jim ‘N Nick’s and your journey with the company.

  • Where do you see the restaurant/BBQ industry growing in 2023?
  • What are some trends we should keep an eye out for?
  • Your tagline is “community barbecue”, how important has community involvement been to the company and its growth?
  • Many restaurants speak about “never frozen” food, but Jim ‘N Nick’s restaurants actually have no freezers on site. What are some of the benefits and setbacks you find with this model? Especially when food cost continues to rise.
  • Talk about the Jim ‘N Nick’s that open right here in North Fulton, in Alpharetta, and about your local teams and how you all have worked to make the restaurant a family and a home for your employees.
  • While your brand has that local feel to it, Jim ‘N Nick’s continues to grow. Tell us what we can expect in 2023 from both a business and community perspective.

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank 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.

RenasantBank

 

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.

Since 2000, Office Angels® has been restoring joy to the life of small business owners, enabling them to focus on what they do best. At the same time, we honor and support at-home experts who wish to continue working on an as-needed basis. Not a temp firm or a placement service, Office Angels matches a business owner’s support needs with Angels who have the talent and experience necessary to handle work that is essential to creating and maintaining a successful small business. Need help with administrative tasks, bookkeeping, marketing, presentations, workshops, speaking engagements, and more? Visit us at https://officeangels.us/.

Tagged With: BBQ, community, Jim 'N Nick's, John Ray, Larry Ryback, North Fulton Business Radio X, North Fulton Radio, Office Angels, renasant bank

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