Karen, Author at Business RadioX ® Page

E7 Tech Startups – do you wait until it is perfect with Will Button

June 18, 2020 by Karen

Phoenix Business Radio

E7 Tech Startups - do you wait until it is perfect with Will Button

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E7 Tech Startups – do you wait until it is perfect with Will Button

Will Button did a great job of explaining some of the pitfalls that tech startups run into as they get started and then pitfalls to avoid a little later on, as well. Will Button is a true veteran and TYCOON as it pertains to helping tech startups launch and succeed. One nugget I took away was that too many tech founders wait until their tech is “perfect” before launching/selling the product and that is typically a mistake.

If you are contemplating a tech startup, or a startup in general, you won’t want to miss this interview with Will Button. Avoiding some mistakes in the early stages will put you in a much better position to succeed long-term and Will addresses some of those head-on in this segment.

Will Button Consulting is a management consulting company focused on converting your software and technology ideas into profitable, sustainable solutions. They specialize in transforming MVPs (Minimum Viable Products) into cost-effective platforms, cost forecasting and modeling, and team building and training.

Startup executives call on Will Button from around the globe for his no-nonsense, results-driven approach to technology.

Since 1995, Will has made IT and Software his home creating scalable infrastructure for clients, producing hundreds of how-to videos, and speaking at conferences around the world.

His delivery is humorous, straightforward, and actionable.

Connect with Will on LinkedIn ad Twitter.

About the Show

Tycoons of Small Biz spotlights the true backbone of the American economy, the true tycoons of business in America… the owners, founders and CEO’s of small businesses. Join hosts, Austin L Peterson, Landon Mance and the featured tycoons LIVE every Tuesday at 1 pm, right here on Business RadioX and your favorite podcast platform.

About Your Hosts

Austin Peterson is a Comprehensive Financial Planner and owner of Backbone Financial in Scottsdale, AZ. Austin is a registered rep and investment advisor representative with Lincoln Financial Advisors. Prior to joining Lincoln Financial Advisors, Austin worked in a variety of roles in the financial services industry.

He began his career in financial services in the year 2000 as a personal financial advisor with Independent Capital Management in Santa Ana, CA. Austin then joined Pacific Life Insurance Company as an internal wholesaler for their variable annuity and mutual fund products. After Pacific Life, Austin formed his own financial planning company in Southern California that he built and ran for 6 years and eventually sold when he moved his family to Salt Lake City to pursue his MBA. After he completed his MBA, Austin joined Crump Life Insurance where he filled a couple of different sales roles and eventually a management role throughout the five years he was with Crump. Most recently before joining Lincoln Financial Advisors in February 2015, Austin spent 2 years as a life insurance field wholesaler with Symetra Life Insurance Company. Austin is a Certified Financial Planner Professional and Chartered Life Underwriter.

Austin and his wife of 21 years, Robin, have two children, AJ (19) and Ella (16) and they reside in Gilbert, Arizona. He is a graduate of California State University, Fullerton with a Bachelor of Arts in French and of Brigham Young University’s Marriott School of Management with a Master of Business Administration with an emphasis in sales and entrepreneurship.

Connect with Austin on LinkedIn, Facebook, Twitter, and Instagram.

Landon Mance is a Financial Planner and founder of YourFuture Planning Partners out of Las Vegas, Nevada. His firm came to life in 2020 after operating as Mance Wealth Management since 2015 when Landon broke off from a major bank and started his own “shop.”

Landon comes from a family of successful entrepreneurs and has a passion and excitement for serving the business community. This passion is what brought about the growth of YourFuture Planning Partners to help business owners and their families. At YourFuture, we believe small business owners’ personal and business goals are intertwined, so we work with our clients to design a financial plan to support all aspects of their lives.

In 2019, Landon obtained the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute. With this certification, YourFuture Planning Partners assists business owners through an ownership transition while focusing on a positive outcome for their employees and meeting the business owner’s goals. Landon is also a member of the Business Intelligence Institute (BII) which is a collaborative group that shares tools, resources and personnel, and offers advanced level training and technical support to specifically serve business owners.

Landon enjoys spending time with his beautiful wife, stepson, and new baby twins. He grew up in sunny San Diego and loves visiting his family, playing a round of golf with friends, and many other outdoor activities. Landon tries make a difference in the lives of children in Las Vegas as a part of the leadership team for a local non-profit. He regularly visits the children that we work with to remind himself of why it’s so important to, “be the change that you wish to see in the world.”

Landon received his B.S. from California State University Long Beach in business marketing and gets the rest of his education through the school of hard knocks via his business owner clients.

Connect with Landon on LinkedIn.

About The Tycoons of Small Biz Sponsors

Whether you’re an established local company, or a brand new start-up, you can count on GBS to be a part of your family. We’re not just any benefits consulting firm, we’re GBS. We have nearly 30 years of experience in group benefits, a strong sense of purpose and it shows.

Paylocity is a leading provider of cloud-based HR and payroll software solutions headquartered in Schaumburg, IL. Paylocity offers an intuitive, easy-to-use product suite that helps businesses tackle today’s challenges while moving them toward the promise of tomorrow.

Known for its unique culture and consistently recognized as one of the best places to work, Paylocity accompanies its clients on the journey to create great workplaces and help people achieve their best through automation, data-driven insights, and engagement.

Austin Peterson and Landon Mance are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Backbone Financial and Your Future Planning Partners are marketing names for business conducted through Lincoln Financial Advisors Corp. CRN-3110407-060220

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

The content presented is for informational and educational purposes. The information covered and posted are views and opinions of the guests and not necessarily those of Lincoln Financial Advisors Corp.

Business Radio X is a separate entity not affiliated with Lincoln Financial Advisors Corp.

Scott Romeo Vince Hilyard and Al Loveland with THE STRATEGY EXPERT®

June 14, 2020 by Karen

Phoenix Business Radio

Scott Romeo Vince Hilyard and Al Loveland with THE STRATEGY EXPERT®

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Scott Romeo Vince Hilyard and Al Loveland with THE STRATEGY EXPERT®

THE STRATEGY EXPERT® is a management consulting firm that helps clients get from where they are today to where they want to be tomorrow. They do that by providing customized solutions in the areas of strategic planning, cash flow optimization, performance management and implementation, operational excellence, sales leadership, marketing, legal and technology solutions for sustained success.

THE STRATEGY EXPERT® is not your typical business and management firm. Their team members are not traditional consultants; they are highly skilled Subject Matter Experts in their respective fields of expertise. In fact, collectively, their SME’s have over 225 years’ experience working with clients all over the world. They write, teach, consultant, coach, speak and train on their individual topics of expertise.

Scott Romeo is known throughout the world as THE STRATEGY EXPERT®. For the past 27 years, Scott has helped clients all over the world develop strategies to become more successful. He has worked in over 50 industries throughout the U.S. and Southeast Asia. Along the way he wrote one of the first plans approved for a charter school in Arizona.

He created the strategy and wrote a plan that was approved by the IRS as a $200M tax shelter. He was the Lead Consultant for the largest federally funded migrant worker study in Arizona; covering a population of 82,000 people dispersed over 7,000 square miles. He helped the world’s largest premium cable and satellite network expand in 14 countries in Asia.

He worked with the world’s sixth largest pharmaceutical company on strategic relationships out of their Singapore office. He worked with the only Fortune Global 500 Company in Thailand. He worked with the analytics team of a large healthcare system with over 50,000 employees. In 2019, Scott served on the Board of Examiners for the Baldrige National Quality Award (U.S. Department of Commerce). For the past 19 years he has served as Professor of Business and Management at the university level.

Scott is the author of three books on strategic planning: How to Become a Strategic Mastermind (2018); Creating Successful Strategic Decision Makers (2018) and Strategic Planning: Using Diamond Eyes to See the Future (2014).

Scott’s personal activities have included: hiking to the top of Machu Picchu and walking the Inca Trail in Peru; zip lining from the top of the 240 meter high Pattaya Tower in Pattaya, Thailand; serving as the Chair Umpire for the Men’s 30’s National Tennis Championship; touring the Taj Mahal in India; crawling through the Chu Chi tunnels in Vietnam; having dinner with a sitting Caribbean Prime Minister and completing a self-walking tour of Vientiane, Laos.

Vince Hilyard is an accomplished financial professional with experience driving growth, performance, and profitability across multiple industries in highly competitive markets. Although his expertise is in cash flow, he has extensive experience in business development and marketing.

He managed a complex project that resulted in increased revenue of $500,000. He managed a $1 billion budget for the State of Arizona. He has lead teams that improved processes that resulted in a 99% cost reduction and he has generated revenue increases up to 300%.

Vince’s unique blend of critical thinking, strategic mindset and problem-solving abilities has allowed him to work with industry-leading organizations such as FedEx, IBM, US Foods, Cox Communications and Paychex. As the past Chairman and Treasurer and Secretary for a non-profit organization, Vince is a dedicated volunteer, mentoring low-income youth with their academic and personal development in order to achieve educational success.

Al Loveland spent nearly 15 years at JP Morgan Chase as a manager where he led teams of up to 500 people on a daily basis where he helped implement the strategic plan for the bank. He is exceptionally good at bridging the gap between the strategic and the operational/functional areas of the organization.

Al’s specialty is the 3Ps – making sure the right People are generating the right Processes in order to achieve the required Performance. He helps design KPI’s and then works directly with personnel to align their behavior with the strategy, using the KPI’s as measures of success. Al has a master’s degree in Management.

Follow THE STRATEGY EXPERT® on LinkedIn and Twitter.

Sherry Anshara with Anshara Method of Accelerated Healing and Abundance

June 13, 2020 by Karen

Phoenix Business Radio

Sherry Anshara with Anshara Method of Accelerated Healing and Abundance

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Sherry Anshara with Anshara Method of Accelerated Healing and Abundance

Through the Anshara Method of Accelerated Healing and Abundance, you will be guided towards fulfilling your desired goals and achieving Self Mastery. You will clarify the areas of your resistance and begin to connect with your abilities to create success full and success filled results. Through your personalized coaching, you will discover your strengths, ignite your momentum, and connect with your innate intuitive creativity to take yourself and your life to the next levels.

Sherry Anshara is an international bestselling author, professional speaker, former radio host of “Conscious Healing”, and contributing writer to national and international publications on the subject of the Anshara Method of Accelerated Healing & Abundance and overall wellness. Sherry Anshara utilizes her experience and expertise as a Medical Intuitive as the foundation of her groundbreaking work with Cellular Memory, which she calls the Anshara Method.

Through the Anshara Method, you access your Cellular Memories which hold the root causes of your symptoms—whether mental, physical, emotional, spiritual, or financial. Sherry Anshara created these systematic processes so you can rid yourself of unwanted limitations, restrictions, negative thought patterns, and toxic behaviors. Sherry Anshara guides you to heal at the cellular level so you enjoy health, wellness, and abundance in every area of your life.

Connect with Sherry on LinkedIn, Facebook, Instagram and Twitter.

E6 Leading with Integrity in HVAC with Cory Yates

June 10, 2020 by Karen

Phoenix Business Radio

E6 Leading with Integrity in HVAC with Cory Yates

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E6 Leading with Integrity in HVAC with Cory Yates

Alpha and Omega Restaurant Equipment Repair is the trusted leader in the industry specializing in the installation, service and planned maintenance of Commercial Food Prep, Storage and Refrigeration Equipment, to include HVAC. They know business interruptions are costly, and their goal is to get their clients up and running as soon as possible by providing dependable service 24 hours a day!

Cory Yates has spent 29 years in the restaurant industry, in one form or another. Historically an entrepreneur, Cory has built and sold five businesses over that time, only to start anew with an increased excitement and vigor.

Most note-worthy, previous business endeavors include Accurate Chemical, sold in 2004, now a thriving juggernaut serving the restaurant industry throughout the southwest and Remington Restaurant Equipment Repair, sold in 2012. Lucrative in that industry approach, the current business venture is Alpha & Omega Restaurant Equipment Repair founded in 2015. Yates and co-owner and Edgar Martinez, lead technician for Alpha & Omega, seek to fill the gap between the larger, but less agile and responsive companies and the unlicensed, uninsured “fix-it-all” guy.

The theory for Cory is to be customer centric. “Bend when you need to and give back to those who trust you with their own livelihood. Build relationships based on that trust and typically, all the results take care of themselves”.

Cory’s hallmarks? Steady growth and a solid reputation for an unparalleled customer experience, industry revered skills, teamwork and accurate communication are, and always will be, Alpha & Omega’s goals. While other companies strive to be the largest in Arizona, Alpha & Omega Restaurant Equipment Repair strives to remain the very best.

Connect with Corey on LinkedIn and follow Alpha and Omega on Facebook, Twitter and Instagram.

About the Show

About Your Hosts

Connect with Austin on LinkedIn, Facebook, Twitter, and Instagram.

Landon received his B.S. from California State University Long Beach in business marketing and gets the rest of his education through the school of hard knocks via his business owner clients.

Connect with Landon on LinkedIn.

About The Tycoons of Small Biz Sponsors

Business Radio X is a separate entity not affiliated with Lincoln Financial Advisors Corp.

Ryan Adams with University of Washington Continuum College E8

June 10, 2020 by Karen

Phoenix Business Radio

Ryan Adams with University of Washington Continuum College E8

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Ryan Adams with University of Washington Continuum College E8

University of Washington Continuum College provides credit and non credit lifelong learning opportunities for students worldwide.

Seattle based film-maker Ryan K Adams has worked as the Instructional Media Manager at the University of Washington’s Continuum College since 2015. His team has created thousands of compelling educational films for a wide array of credit and certificate courses.

Most notably, Ryan produced, “Introduction to Public Speaking” with Matt McGarrity as a UW credit course as well as EdX and Coursera platforms. The feature-length documentary about beloved Seattle writing center, Richard Hugo House called “Where the House Was” is currently be shown in film festivals countrywide and won “Best Northwest Feature” at the Tacoma International Film Festival in 2020.

Connect with Ryan on LinkedIn.

About The Lurnist Radio Show & Podcast

Join us as we discuss the latest trends, “how to’s” and the fascinating things people are doing in the course creation business!

About Your Host

Debra Hildebrand is the Founder and CEO of The Lurnist. She has over 20 years’ experience in consulting and over 10 years in corporate training and teaching in higher education.

She is one of the architects for the Project Management Certification program at the University of Washington, where she received the Team Teaching Excellence Award and currently instructs in the online portion of the program. Additionally, she developed and currently teaches two highly popular online courses at Stanford University. She has developed and produced over 200 educational videos.

Prior to building her own business, she worked as a management consultant for a boutique consulting company in the Pacific Northwest where her role included creating successful solutions for high profile, complex, cross-functional projects in the public sector.

She earned an MBA from Columbia Business School in New York, NY and she serves on the advisory board for the University of Washington Project Management Certificate Program and is a National Mentor for SeedSpot.

About Hildebrand Solutions, DBA “The Lurnist

The Lurnist provides strategic solutions for online business startup, marketing and course creation. We provide entrepreneurs, small businesses and service professionals with coaching and training to help them build a successful and revenue generating business. We do this by providing real action steps that can be implemented right away and strategies for automating work that is slowing down progress. Our motto is SIMPLE and ACTIONABLE.

Follow The Lurnist on Facebook, Twitter and Instagram.

E55 All You Ever Wanted to Know About the PMP Exam

June 8, 2020 by Karen

Phoenix Business Radio

E55 All You Ever Wanted to Know About the PMP Exam

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E55 All You Ever Wanted to Know About the PMP Exam

Ever wonder about the history of the PMP exam? Have you heard of the upcoming changes to the PMP in 2021? Why was there a change to the REP program and how PMP training is being conducted. In this episode we have a fun and informative discussion with Sierra Hampton-Simmons and Lee Lambert talking all things PMP.

Lee Lambert is a PMI Fellow and one of the founders of the PMP exam. He shared with us the history of the PMP. When it started, how it started, why it is called the PMP and more. Back in the early days, Lee was the one reviewing every application for the exam. A little trivia for you…How many people took the original exam? Tune in to hear Lee share his story.

Sierra Hampton-Simmons is the Director of Certification Products with PMI and is responsible for the PMP and all the certifications PMI offers. While Lee gave us the PMP history, Sierra shared where we are heading with the exam in the years to come. She discussed the changes coming in 2021 and how to best prepare. Sierra also shared info on the PMI program to assist Veterans with Project Management and the PMP. Listen to hear Sierra’s story and learn why she isn’t PMP certified.

Thanks to our sponsor THE PMO SQUAD. Visit www.thepmosquad.com to learn to Empower People to Deliver Results and assist your PMO as you evolve in the new post-COVID business world.

Check out all prior episodes and upcoming guests by visiting www.projectmanagementofficehours.com.

Lambert Consulting Group provides live and virtual project management training and consulting for clients from around the world. To date, they have reached 50,000 students in 23 countries.

Lee Lambert is a Founder of the PMI’s PMP Credential and he has been named one of only 70 PMI Fellows in the world. He has been an active contributor in the PM profession for over 50 years and was recognized as the PMI Professional Development Provider of the year.

Educated in engineering in Utah, he is the holder of a Masters Certificate in Project Management from George Washington University in Washington, DC. He regularly provides Keynote presentations to major corporations and PMI Chapters.

Connect with Lee on LinkedIn, Twitter and Facebook.

Project Management Institute is the world’s leading not-for-profit professional membership association for the project, program and portfolio management profession. Founded in 1969, PMI delivers value for more than 2.9 million professionals working in nearly every country in the world through global advocacy, collaboration, education and research.

PMI advances careers, improves organizational success and further matures the profession of project management through its globally recognized standards, certifications, resources, tools, academic research, publications, professional development courses, and networking opportunities. As part of the PMI family, ProjectManagement.com and ProjectsAtWork.com create online global communities that deliver more resources, better tools, larger networks and broader perspectives.

Sierra Hampton-Simmons has nearly two decades of experience as an expert in Certification Management with a track record for transforming and developing lucrative brands to include relevant performance-based testing and training. She joined PMI in the fall of 2013 and currently serves as the Director & Portfolio Leader of Certification Products.

At PMI Sierra is responsible for the entire portfolio of Certification Products including the PMP credential-the gold standard in project management credentials. Immediately prior to joining PMI, she was the Manager, Certification Operations at Cisco Systems, Inc. where she directed daily operations for a global development team in creating leading IT certification programs including the world-class CCNA and CCNP.

Prior to Cisco, Sierra had a 12-year career with Citrix Education where she managed a team in design and development of the most advanced curricula and certifications for their global programs. Sierra also served as the President of the Performance Testing Council for three years after being an active member of their Board of Directors.

Sierra is a graduate of Georgetown University with a Bachelor of Science in Japanese and International Business.

Connect with Sierra on LinkedIn.

ABOUT PROJECT MANAGEMENT OFFICE HOURS SERIES

Project Management Office Hours is intended to provide Project Management professionals a place to drop in and discuss Success Stories, Best Practices, and Lessons Learned. Project Management Consultant Joy Gumz has shared with us, “Operations keep the lights on, strategy provides the light at the end of the tunnel, but project management is the train engine that moves the organization forward.”

Each of us has a unique story to tell, but collectively we share a message that organizations who embrace Project Management Best Practices perform better than those which don’t. Organizations which align Projects to Strategy perform better. Organizations with Engage Executive Sponsors deliver better results. Organizations which measure Project Management performance outperform those which don’t.

During our Project Management Office Hours, we hear directly from industry leaders how to make an impact in our profession. How we, collectively, will Advance Project Management Best Practices, One Listener at a time!

ABOUT YOUR HOST

Joe Pusz started THE PMO SQUAD to bring real-world PMO Leadership experience to the consulting space and to advocate for Project Management through his blog PMOJOE.com. The old saying is “Do what you love and you’ll never work a day in your life.” Following this mindset, Joe left Corporate America in 2013 to start THE PMO SQUAD and work with fellow Natural Born Project Managers to advance Project Management Best Practices.

ABOUT OUR SPONSOR

THE PMO SQUAD focuses exclusively on PMO and Project Management consulting. Corporate America is full of Accidental Project Managers running projects who haven’t been trained to be PMs. To help solve this problem THE PMO SQUAD is on the Leading Edge with PMO As a Service. PMO As a Service allows our clients to focus on their respective core competencies while THE PMO SQUAD delivers Project Management expertise. Contact Joe at 678-591-7868. Follow The PMO Squad on LinkedIn, Twitter and Facebook.

Kenyatta Turner with Freedom Empire Annie Cavanagh with Annie Cav Salon Studio and Irene Ploski with Independence Insurance Group E16

June 5, 2020 by Karen

Phoenix Business Radio

Kenyatta Turner with Freedom Empire Annie Cavanagh with Annie Cav Salon Studio and Irene Ploski with Independence Insurance Group E16

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Kenyatta Turner with Freedom Empire Annie Cavanagh with Annie Cav Salon Studio and Irene Ploski with Independence Insurance Group E16

Lawgitimate with Mike & Rochelle Poulton Sip Happens – Mixing Business with Pleasure Special Guests: Annie Cavanagh, Irene Ploski, & Kenyatta Turner. We discussed our businesses and the importance of being friends with other business owners. Listen to our fun conversation about life, business, dealing with coronavirus, and of course getting through it with great conversation and alcohol.

Are you a stressed-out business owner and in need of a laugh? Listen to this fun episode with 5 business owners discussing employees, marketing, networking, and the fun of masterminds in a bar.

Freedom Empire Consulting, LLC empowers clients to build and shield their freedom empires! Specializing in Behavioral SuperPowers Coaching, legal services, and identity theft protection for individuals, families, and organizations.

Kenyatta Turner, MM is a Behavioral SuperPowers Coach, Business Consultant, Motivational Educator, and Speaker, and is an Accredited Business DNA Consultant through DNA Behavior.

She is the owner of Freedom Empire Consulting, LLC, where they Coach, Influence, and Protect clients around the world. Kenyatta also serves as the Director of Strategic Partnerships and Community Engagement for DreamSmart Academy, LLC, and serves on the National Advisory Council for DreamSmart, Inc (501c3).

Behavioral SuperPowers = Influencer.

Communications SuperPower = Lifestyle.

She is an enthusiastic professional with extensive qualifications in educational leadership acquired through 25+ years of experience and success as a Director of Admissions, Assistant Director of Career and Student Services, Professor, and various other roles at colleges in Phoenix, AZ. Having obtained a Master’s degree in Management and a Bachelor of Science degree in Computer Information Systems, Kenyatta is a creative, yet analytical thinker with an unshakeable commitment to helping those around her to flourish throughout their personal, professional, or educational journeys.

As a Small Business & Group Benefits Specialist for LegalShield, she has the freedom to protect families and small business owners with access to quality, affordable legal service plans, along with identity theft protection and restoration services. Through her nationwide brokerage, she coaches others to build their own LegalShield businesses. Kenyatta transfers her passion for education into a passion for educating others about resources and opportunities that help them to “Worry Less. Live More”.

Being an avid volunteer, Kenyatta served for many years as the Vice President and Membership Director of the Seventh Avenue Merchants Association. She also gives back to the community by volunteering as the Emcee for Girls Rock! Phoenix, a Workshop Facilitator at Fresh Start Women’s Foundation and Dress for Success, served as a mentor to the Young Entrepreneurs Academy, and her involvement at the Central Arizona Shelter Services. Kenyatta is also a Community Ambassador for the Junior League of Phoenix. She’s a multi-faceted musician who enjoys, hiking, travel, reading, live music, art, karaoke, and spending time with family, friends, and her beloved Rottweiler!

Connect with Kenyatta on LinkedIn.

Annie Cav Salon is a private studio offering top shelf salon services with a smile. With attention to detail and a focus on personal connection, clients can rest assured that their investment will surely be their crowning glory.

Owner Annie Cavenagh specializes in color correction and balayage, but don’t miss out on trendy cuts and selfie-perfect blowouts. Also gracing the service menu are vintage styles, fashion colors, gender-neutral services, and dreadlocks.

Annie has been licensed and working as a stylist in Phoenix for 18 years. Wanting to add some spice to the mix, she created the Melrose Vintage Market, and also runs a costume studio Black Rock Earthling.

When she’s not busy, she keeps busy reading and cooking and searching for the end of her Jack Russell’s energy stores. Traveling the world has always been a great passion, and she’s got two continents yet on which to set foot.

Connect with Annie on Facebook and Instagram.

Founded in 2009, the team at Independence Insurance Group, PLLC has a total combined industry experience of over 40 years. They are an independent insurance agency and have several options to offer to their clients. Their team is not bound to a single insurance company that offers a single type of product, instead, they look for the best fit for each of their clients.

Their goal is to find the right combination of coverage and price. The team at Independence Insurance Group PLLC looks forward to providing knowledgeable, prompt, clear and honest customer service to their clients and prospects.

They offer competitive rates and top products in the industry from financially-strong and reputable insurance companies. It is their priority to respond to all requests within 24 hours.

Independence Insurance Group PLLC thrives to be a relationship-based agency with their clients, business partners and professional network. They actively serve our community through fundraising & volunteering.

Irene Ploski has been in the insurance industry since 2003. She is married and is the mom of 2 very busy teenagers, a high-energy Golden Retriever and a Doberman puppie. Irene is fluent in Spanish, and she is originally from Guadalajara, Mexico. She moved to Arizona in 2000 and became a U.S. Citizen in 2010.

She founded Independence Insurance Group in 2009. She has been a member of Networking For Charity, a Central Phoenix-based business networking group that focuses on generating qualified business referrals through philanthropy and volunteering. She has been Vice President of NFC since 2014. NFC has raised over $60,000 for small local nonprofit organizations in our community.

Irene is a member of the Phoenix Elks Lodge #335 and served as Chairwoman of the Advisory Committee for their teen program called the Phoenix Antlers Lodge #335, an organization that promotes leadership, good citizenship and strong friendships, respect for parents and love for community in teens through volunteering and fundraising.

She is also soon-to-be Secretary of the Phoenix Lions Club, which is a global organization of volunteers that join together to give their time and effort to improving their communities and meet humanitarian needs.

Connect with Irene on LinkedIn and Facebook.

About Your Hosts

Rochelle Poulton is an attorney and owner of X Firm LLC. Rochelle has been helping people with Credit and Debt issues since 2012, owns several small businesses, and has nearly 20 years of real estate experience.

Rochelle created Lawgitimate to bring in a network of awesome people to raise awareness and educate people about the litany of legal issues she faces everyday at X Firm LLC.

Connect with Rochelle on Linkedin, Facebook and Instagram.

Mike Poulton, with Poulton & Noroian, draws on his knowledge and experience in other fields to serve his clients. As an experienced science researcher, Mike understands technical issues that many other attorneys cannot, and applies that knowledge for his clients’ benefit. His construction management experience also provides him with a broad knowledge base not only in construction law, but also in regulatory compliance, worker safety, and negotiation.

Michael is licensed to practice law in Arizona and is admitted to practice before the U.S. Federal District Courts in Arizona.

Connect with Mike on LinkedIn.

About X Firm PLLC

We help clients improve their financial lives through strategic financial transaction planning. Whether you want to buy a car, a home, or a building, X Firm can help you reach your goals in 3 easy steps.

We are small but mighty and love helping people get back on track financially. Learn more about us at XFirmLaw.com.

E5 Preparing to Sell Your Business with Lisa Riley

June 3, 2020 by Karen

Phoenix Business Radio

E5 Preparing to Sell Your Business with Lisa Riley

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E5 Preparing to Sell Your Business with Lisa Riley

There are so many aspects of prepping for and selling a business that most business owners do not think about or do anything about. Lisa very clearly outlined in this episode some key things that business owners need to think about so that they are ready to exit their business on their terms.

If you have any desire to sell your business at some point in the future, you won’t want to miss the advice that Lisa gives in this episode. A few easy things to implement that will help you to be prepared to exit on your terms and for top dollar.

Delta Business Advisors is a boutique firm focused on assisting business owners of privately held businesses with the sale or acquisition of a business. Their advisors specialize in business sales transactions, predominantly in Arizona, however, they have experience and contacts throughout the US and the world.

Selling or buying a business is time-consuming and very difficult at times. They provide insight on valuations, market conditions, and manage the due diligence process. This helps to remove the stress and anxiety for the business owner and allows them to keep successfully operating their businesses.

Lisa Riley is the Principal of Delta Business Advisors. She & her team assist sellers and buyers on the sale and purchase of their business.

She earned the prestigious designations of Certified Business Intermediary from the IBBA, Certified Mergers & Acquisitions Professional from Coles College of Business and PhD from Notre Dame. She was awarded the prestigious Tom West Award.

Lisa and her team stay up to date on industry trends. Her industry knowledge and large network of business owners and brokers ensures business owners get maximum exposure when it comes time to purchase or sell a business. With thousands of main street businesses in the Phoenix metro, Lisa has access to a broad spectrum of business types and sizes.

As a current and former business owner, Lisa understands the demands and freedoms of both one’s business and moving into the next phase in life.

Connect with Lisa on LinkedIn and Facebook and follow Delta Business Advisors on Twitter and Instagram.

About the Show

About Your Hosts

Connect with Austin on LinkedIn, Facebook, Twitter, and Instagram.

Landon received his B.S. from California State University Long Beach in business marketing and gets the rest of his education through the school of hard knocks via his business owner clients.

Connect with Landon on LinkedIn.