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Second Round of PPP Loans Info E37

January 20, 2021 by Karen

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Phoenix Business Radio
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Second Round of PPP Loans Info E37

Ryan Weissmueller re-joined the show to discuss the second round of PPP loans. If you’re a small business owner, you cannot miss this episode. Ryan shares valuable information and insight into the loan process and lessons learned from the first round of PPP loans.

Ryan’s advice is simple: make sure to ask questions, surround yourself with good advisors that will give you honest feedback, and capture your lessons learned going forward. We want to thank Ryan for being such a great guest and we’re looking forward to having him join more shows in the future.

Successful businesses face new challenges as they evolve over time. Fintrepid Solutions exists to help its clients navigate those challenges, providing clarity and confidence so they can become more sustainable, more profitable and more valuable.

Having supported nearly 100 clients since its founding in 2016 the Fintrepid Solutions team delivers customized solutions for each client, combining both strategy and execution to achieve business goals.

For its efforts partnering with businesses seeking to buy and sell, Fintrepid Solutions received the 2020 M&A Firm of the Year for the Southwestern US by Acquisition International.

Ryan-Weissmueller-on-Tycoons-of-Small-BizAfter serving in C-level finance and operational roles for multiple entrepreneurial companies, Ryan Weissmueller realized his dream to serve the entrepreneurial community even further by founding Fintrepid Solutions.

Using nearly two decades of experience with the creation, growth and ongoing support of small and midsize businesses, Ryan has developed a rich skill set in delivering customized, nimble solutions to support leadership teams and their companies as they face new challenges at various stages over time.

Follow Fintrepid Solutions on LinkedIn and Instagram.

About Your Hosts

Autsin-Peterson-on-Phoenix-Business-RadioXAustin 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.

LandonHeadshot01Landon 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.Your-Future-Planning-Partners-logo

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 Sponsor

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.

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 registered representatives of Lincoln Financial Advisors Corp. CRN 3403265-011221

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 RadioX® is a separate entity not affiliated with Lincoln Financial Advisors Corp.

Tagged With: Fintrepid Solutions, Leadership, small business

The Future of Emotional Wellness with Andy Maurer E20

January 19, 2021 by Karen

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Phoenix Business Radio
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The Future of Emotional Wellness with Andy Maurer E20

On this episode Andy Maurer, CEO and Emotional Wellness Coach joins us for an in-depth conversation on building teams, the importance of emotional wellness, things to look out for to avoid burnout and what he sees as the skills leaders must possess to thrive in the the future of work.

Can you really have it all? We explore this question with Andy Maurer, CEO and Emotional Life Coach. He works with numerous successful CEO’s who look back and realize that what they want more than anything is what they are severely lacking. Deep human connection. Andy provides critical advice for leaders looking to escape the proverbial treadmill and get real with themselves and those around them. He discusses the critical components of what makes up a high performing team and how leaders need to understand and accept themselves if they truly want to have it all – success and connection.

AMFullLogo

Andy-Maurer-HeadshotAndy Maurer is a keynote speaker and an emotional wellness coach for high level leaders in business and entertainment. In addition, he has a background as a licensed therapist specializing in leadership and trauma. He works with high performance leaders, including CEO’s, founders, entrepreneurs, and influencers, educating and equipping them on the issue of toxic stress, and trauma and its impact on their work and relationships. After years of working with leaders, he has come to believe that any leader can change the world, but only whole and emotionally healthy leaders can change the world for the better.

He has worked with numerous leadership groups including YPO, EO, Vistage, Marketplace One, and Renaissance Executive Forums–building out curriculum, facilitating trainings and live experiences, and consulting around the issue of emotional health and leadership.

He earned both a Masters of Divinity in Professional Counseling from Phoenix Seminary and a Masters in Marital Family Therapy from Fuller Theological Seminary.

Connect with Andy on LinkedIn and Instagram.

ABOUT THE FUTURE OF WORK: WATER COOLER CONVERSATIONS

Welcome to Future of Work: Water Cooler Conversations Radio Show and Podcast – where business leaders share how they integrate humanity and technology through innovative approaches, healthy culture, flexible workspaces and seamless virtual technology.

ABOUT YOUR CO-HOSTS

KyleMcIntoshWith a background in marketing, in various for profit and not for profit companies, Kyle McIntosh wondered, “How can I pair the passion and commitment to community progress of a non-profit with the sustainability and reach of a for profit company?” From this question and perspective a mission evolved to tear down the false distinction between the two sectors and to promote companies with Conscious Capitalism® business models through MAC6.

Kyle is the President and Creative Excitant of MAC6.  Day to day, his main operational role is on the “spaces” side of the business, focusing on creating thriving communities in the commercial office buildings, the co-working space, and the co-manufacturing space.  The other role that he plays is that of EOS implementer, working with clients to bring the Entrepreneurial Operating System, from the book Traction® to their businesses.  Additionally, he sits on the boards of Conscious Capitalism Arizona, telling the stories of good businesses in Arizona, and The Tempe Chamber of Commerce, sustaining Tempe’s quality of life and keeping our community and economy vibrant. TheFutureofWorkApplePodcastandSpreakerheader-1

Kyle loves Arizona and wants to see us all collectively find great success based on the awesome things that are happening here every day.

Follow MAC6 on Facebook and Twitter.

Jennifer-BurwellJennifer Burwell, joined MAC6 in 2013. Jennifer is their VP and Director of Programs.

She uses her experience in real estate, team development and management to seamlessly integrate each of the MAC6 business units to assure they are all focused on the long-term company vision. She is also a student of human behavior.

As a Certified Professional Behavioral Analyst, she uses her knowledge to facilitate culture-focused leadership programs with organizations of all sizes to integrate the company’s values and create higher-performing teams.

To learn more about MAC6 Communities, call 480-293-4075 or find them on Facebook

ABOUT OUR SPONSOR

MAC6 offers flexible spaces and programs to help your team grow, and a community of thriving businesses, just like yours.  Advocating Capitalism as a Force for Good, MAC6 is Accelerating the shift to Conscious Capitalism (where Purpose and Profit Unite) through Creativity, Collaboration, Community and Change.

 

Tagged With: CEO, Emotional Health, entrepreneur, Executive Leader, Leadership, wellness, Wholeness

Louis Silverman with Silverman Law Offices

January 19, 2021 by Karen

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Phoenix Business Radio
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Louis Silverman with Silverman Law Offices

Silverman Law Offices offers legal counsel and services for estate and wealth planning, trust maintenance, probate services, business succession planning, corporations, partnerships, and limited liability entities. The Silverman Law firm serves clients from all walks of life—all are welcome at Silverman Law!

In 2018 Silverman Law was honored by the Tempe Chamber of Commerce as a finalist in the small business of the year category. Lou Silverman and Silverman Law have been featured as a top estate planning attorney by AZ Biz Media Magazine.

Louis-Silverman-Silverman-Law-OfficesLouis Silverman has been practicing law in Arizona since 1981. In 2005, he changed  focus of his civil litigation practice to estate planning, estate administration, and probate law. In 2015, Mr. Silverman became board-certified in estate and trust law by the State Bar of Arizona.

His practice emphasizes estate planning, which includes wills and trusts, powers of attorney, and other estate planning devices; and trust administration and probate, which includes death probate, guardianship, and conservatorship. Mr. Silverman has served as judge pro tem on the Maricopa County Superior Court. He is a member of WealthCounsel, a collegial national association of approximately 2,500 lawyers whose practices are exclusively dedicated to or include estate planning law. He is a past member of the Elder Law, Mental Health and Special Needs Planning Section of the State Bar of Arizona.

He is on the board of trustees of Southwest College of Naturopathic Medicine and president of the Board of Directors of Tempe Leadership. Mr. Silverman earned his B.S. degree in business from Arizona State University and his J.D. degree from South Texas College of Law in Houston. He is admitted to practice in the state courts of Arizona and Texas, the U.S. District Court for Arizona, and the Western District of Texas. Lou is also a Certified Specialist in Estate and Trust Law.

Connect with Louis on Facebook and Instagram and follow Silverman Law Offices on LinkedIn.

Tagged With: avoiding probate, creditor protection, estate planning, probate, trust administration, trust planning

Dr Kishlay Anand with Apricus Health

January 14, 2021 by Karen

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Phoenix Business Radio
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Dr Kishlay Anand with Apricus Health

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Apricus Health was created by Arizona physicians to facilitate a direct, one-on-one relationship with patients, physicians and care navigators to diagnose and treat a wide range of conditions. Through its robust technology, 24/7 care management and real-time analytics, Apricus is changing the care delivery model by helping physicians who work in value-based care environments improve care outcomes while reducing health costs.

Kishlay-Anand-Apricus-HealthDr. Kishlay Anand is a board-certified cardiologist and electrophysiologist and co-founder of both Apricus Health and Akos. He’s a leader in telemedicine, Medicare Advantage and COVID-19 testing. Dr. Anand was recognized by Gov. Doug Ducey in his June 25th COVID-19 briefing for his excellence in deploying testing solutions throughout Maricopa County.

While serving as chairman of InstantMed Health Center, an innovative healthcare delivery model with Urgent Care and primary care centers in the Phoenix metropolitan area that provides lab services, radiology and diagnostics, Dr. Anand garnered extensive administrative experience.

He also serves as president of the Arizona Cardiovascular Institute, a cardiac-specific surgery center with Joint Commission and Medicare certifications to perform outpatient cardiovascular procedures. Additionally, he’s a board member at Cardiovascular Consultants, the largest integrated cardiovascular group in the Phoenix metropolitan area.

Follow Apricus Health on LinkedIn, Facebook and Twitter.

Tagged With: Arizona health network, Arizona healthcare, Arizona Medicare Advantage plan, Arizona personal care navigator, Arizona telehealth

The Future of Team Health with Jen Coyne and Brian Stinson E19

January 14, 2021 by Karen

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Phoenix Business Radio
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The Future of Work: Water Cooler Conversations

The Future of Team Health with Jen Coyne and Brian Stinson E19

On this episode of The Future of Work: Water Cooler Conversations we are joined with Jen Coyne CEO and Co-Founder of the PEAK Fleet and Brian Stinson Culture Engineer and Co-Founder of the PEAK Fleet. Brian and Jen share advice for new managers who are looking to lead not just manage and how values impact teams and culture. We also explore their future vision to unite the country around a nationwide discussion around values. There is more that unites us than divides us and if we can focus on shared values we can float above the divisive rhetoric and help our nation come together.

Brian and Jen share tips for new managers who are looking to lead not just manage and build teams that are high performing. We also discuss the role of values in our personal lives, work lives and the future of our country. If you have ever wondered what flying first class and high performing teams have in common, tune in!

The PEAK Fleet is an organizational development company with a purpose to create an engaged workforce that thrives together. The PEAK Fleet is a certified Benefit Corporation for Good and believes that improving the planet and supporting people is just as important as making a profit. They provide workshops, in-depth consulting, speaking engagements, and other events that guide organizations to improved employee satisfaction and business results. PEAK-Fleet-logo

Jen-Coyne-The-PEAK-FleetJen (Jennifer) Coyne serves as CEO and majority owner of The PEAK Fleet, an organizational development company. Jen is a woman-owned business leader, a CPA and credentialed Project Management Professional. She combines these skills and experiences to bring a balanced perspective on creating employee engagement and high performing teams.

Over the past 20 years, Jen developed a highly successful track record of team leadership in the high tech and financial services industries. Her experience creating and delivering Organizational and Leadership training and development spans two decades, which she now leverages to create the unique, provocative, and thought-leading products and services for The PEAK Fleet.

Brian-StinsonBrian Stinson, co-founder of The PEAK Fleet is a father, engineer and athlete with more than 20 years building high performing teams and driving culture change. Raised by an entrepreneur, Brian assumed he was heading to business school until he became enamored with the ability to solve real world problems using math. At the University of Washington, he discovered Industrial Engineering and realized that “People Engineering” was in his DNA. During his 21 years at Intel Corporation,

During his 21 years at Intel, he learned to combine the science of data and analytics with the power of empathy and authentic relationships to actually solve real world business problems. At the end of his tenure, Brian was responsible for the Workforce Strategy for Intel’s 6000 person worldwide IT organization. While in this role, he decided that the balance of his career would be dedicated to Organizational Development. For Brian, launching The PEAK Fleet, represented an opportunity to help the greatest number of organizations unlock their full potential.

Follow The PEAK Fleet on LinkedIn, Facebook, and Instagram.

ABOUT THE FUTURE OF WORK: WATER COOLER CONVERSATIONS

Welcome to Future of Work: Water Cooler Conversations Radio Show and Podcast – where business leaders share how they integrate humanity and technology through innovative approaches, healthy culture, flexible workspaces and seamless virtual technology.

ABOUT YOUR CO-HOSTS

KyleMcIntoshWith a background in marketing, in various for profit and not for profit companies, Kyle McIntosh wondered, “How can I pair the passion and commitment to community progress of a non-profit with the sustainability and reach of a for profit company?” From this question and perspective a mission evolved to tear down the false distinction between the two sectors and to promote companies with Conscious Capitalism® business models through MAC6.

Kyle is the President and Creative Excitant of MAC6.  Day to day, his main operational role is on the “spaces” side of the business, focusing on creating thriving communities in the commercial office buildings, the co-working space, and the co-manufacturing space.  The other role that he plays is that of EOS implementer, working with clients to bring the Entrepreneurial Operating System, from the book Traction® to their businesses.  Additionally, he sits on the boards of Conscious Capitalism Arizona, telling the stories of good businesses in Arizona, and The Tempe Chamber of Commerce, sustaining Tempe’s quality of life and keeping our community and economy vibrant. TheFutureofWorkApplePodcastandSpreakerheader-1

Kyle loves Arizona and wants to see us all collectively find great success based on the awesome things that are happening here every day.

Follow MAC6 on Facebook and Twitter.

Jennifer-BurwellJennifer Burwell, joined MAC6 in 2013. Jennifer is their VP and Director of Programs.

She uses her experience in real estate, team development and management to seamlessly integrate each of the MAC6 business units to assure they are all focused on the long-term company vision. She is also a student of human behavior.

As a Certified Professional Behavioral Analyst, she uses her knowledge to facilitate culture-focused leadership programs with organizations of all sizes to integrate the company’s values and create higher-performing teams.

To learn more about MAC6 Communities, call 480-293-4075 or find them on Facebook

ABOUT OUR SPONSOR

MAC6 offers flexible spaces and programs to help your team grow, and a community of thriving businesses, just like yours.  Advocating Capitalism as a Force for Good, MAC6 is Accelerating the shift to Conscious Capitalism (where Purpose and Profit Unite) through Creativity, Collaboration, Community and Change.

 

Tagged With: core values, Employee Engagement, healthy teams, Inclusion and diversity, values

The Future of Fitness with Scott Marsh E18

January 14, 2021 by Karen

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Phoenix Business Radio
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The Future of Work: Water Cooler Conversations

The Future of Fitness with Scott Marsh E18

In this episode, co-hosts Jennifer Burwell and Kyle McIntosh interview Scott Marsh, resident fitness trainer at MAC6 and owner of Mind & Body Strengthening about how to kick start your fitness program for the new year. We learn about Scott’s unique background growing up on a farm and how that has translated to a strong work ethic and helping nature he applies to his practice. He encourages listeners to pick just one small thing to take the first step. He also talks bout the changes in federal wellness guidelines and the impact of technology on the fitness industry.

During this episode, our listeners will learn more about Scott Marsh and how Mind & Body Strengthening can help you meet your fitness goals. We will also unpack a few ways to get moving as we work from home and what to think about if creating a home gym.

Scott-Marsh-on-Phoenix-Business-RadoXScott Marsh is the Founder and Owner of Mind and Body Strengthening which is the culmination of working in the Physical Therapy and Fitness Industry for 26 years. Scott is a Certified Strength and Conditioning Specialist (C.S.C.S.) through the NSCA (National Strength and Conditioning mindbodystrengtheningAssociation), a Precision Nutrition Level 1 Coach and a Professional Member of the Medical Fitness Network. Scott also donates his time to the New Warrior Program, which he started to help recruits with their nutrition and physical training before they leave for Boot-camp.

Two of Scott’s favorite sayings are “Change doesn’t come from just knowing what to do, it comes from consistent daily practice” and “You need to align the way you think with the results you want”. These sayings are the basis for Scott’s THINK FIT-GET FIT-STAY FIT radio show; and, the solid foundation and wisdom that Scott uses to help people achieve their goals and maintain a healthy lifestyle over the course of their life.

Follow Mind and Body Strengthening on Facebook.

ABOUT THE FUTURE OF WORK: WATER COOLER CONVERSATIONS

Welcome to Future of Work: Water Cooler Conversations Radio Show and Podcast – where business leaders share how they integrate humanity and technology through innovative approaches, healthy culture, flexible workspaces and seamless virtual technology.

ABOUT YOUR CO-HOSTS

KyleMcIntoshWith a background in marketing, in various for profit and not for profit companies, Kyle McIntosh wondered, “How can I pair the passion and commitment to community progress of a non-profit with the sustainability and reach of a for profit company?” From this question and perspective a mission evolved to tear down the false distinction between the two sectors and to promote companies with Conscious Capitalism® business models through MAC6.

Kyle is the President and Creative Excitant of MAC6.  Day to day, his main operational role is on the “spaces” side of the business, focusing on creating thriving communities in the commercial office buildings, the co-working space, and the co-manufacturing space.  The other role that he plays is that of EOS implementer, working with clients to bring the Entrepreneurial Operating System, from the book Traction® to their businesses.  Additionally, he sits on the boards of Conscious Capitalism Arizona, telling the stories of good businesses in Arizona, and The Tempe Chamber of Commerce, sustaining Tempe’s quality of life and keeping our community and economy vibrant. TheFutureofWorkApplePodcastandSpreakerheader-1

Kyle loves Arizona and wants to see us all collectively find great success based on the awesome things that are happening here every day.

Follow MAC6 on Facebook and Twitter.

Jennifer-BurwellJennifer Burwell, joined MAC6 in 2013. Jennifer is their VP and Director of Programs.

She uses her experience in real estate, team development and management to seamlessly integrate each of the MAC6 business units to assure they are all focused on the long-term company vision. She is also a student of human behavior.

As a Certified Professional Behavioral Analyst, she uses her knowledge to facilitate culture-focused leadership programs with organizations of all sizes to integrate the company’s values and create higher-performing teams.

To learn more about MAC6 Communities, call 480-293-4075 or find them on Facebook

ABOUT OUR SPONSOR

MAC6 offers flexible spaces and programs to help your team grow, and a community of thriving businesses, just like yours.  Advocating Capitalism as a Force for Good, MAC6 is Accelerating the shift to Conscious Capitalism (where Purpose and Profit Unite) through Creativity, Collaboration, Community and Change.

 

Tagged With: Mind and Body Strengthening

Pitfalls to Avoid When Buying a Business E36

January 13, 2021 by Karen

Pitfalls-to-Avoid-When-Buying-a-Business-E36
Phoenix Business Radio
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Pitfalls to Avoid When Buying a Business E36

In this episode, Domenic Rinaldi of Sun Acquisitions and K2 Adviser shares real world knowledge on how to prep to buy a business and things to be aware of when selling a business.

If you are in the market for, or think you want to be in the market for buying a business, tune in to hear Domenic’s advice and gain access to the tools that their company provides to help you avoid common pitfalls.

Sun Acquisitions is a mergers and acquisitions advisory firm and has developed a fully integrated process that helps our clients evaluate all of their options. Our approach starts with an in-depth analysis and planning session so that you can make the right decision regarding the contemplated sale or acquisition. We work with businesses across all industry sectors with annual sales between $2 to $50 million dollars. Sun-Acquisitions-logo

Most of all, we understand the importance of having your transaction handled by experts. Our certified M&A advisors are all experts at transactions and know how to help our clients achieve their desired outcome.

Domenic-Rinaldi-Sun-AcquisitionsAs owner and managing partner of Sun Acquisitions, Domenic Rinaldi helps clients buy and sell businesses across a variety of industries. Since 2005 he’s been personally involved in over 300 transactions for businesses with enterprise values of $2 million to $50 million.

Recognizing many business owners didn’t understand the full requirements of successful exit, acquisition and scaling processes, he founded K2Adviser. The mission – educate business owners and buyers so they can maximize transaction benefits and minimize transaction risks.

Domenic’s an industry-recognized expert who frequently shares his hard-earned knowledge from the stage, in print and over the airwaves – including as host of the popular M&A Unplugged podcast.

Connect with Domenic on LinkedIn and Twitter and follow Sun Acquisitions on Facebook.

About Your Hosts

Autsin-Peterson-on-Phoenix-Business-RadioXAustin 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.

LandonHeadshot01Landon 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.Your-Future-Planning-Partners-logo

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 Sponsor

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.

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 registered representatives of Lincoln Financial Advisors Corp. CRN 3381360-122220

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 RadioX® is a separate entity not affiliated with Lincoln Financial Advisors Corp.

Tagged With: acquisitions, buy a business, mergers, start a business, value a business

Business and Life in 2020 EP 29

January 12, 2021 by Karen

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Business and Life in 2020 EP 29
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Business and Life in 2020 EP 29

In this episode of Lawgitimate, Mike and Rochelle take a look at law, business and life in 2020 and how different things took shape from where we thought they would at the end of 2019.

About Your Hosts

LAWGITIMATE-Rochelle-Poulton-on-Phoenix-Business-RadioXRochelle 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.

LAWGITIMATE-Mike-Poulton-on-Phoenix-Business-RadioXMike 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.

E70 Global Leadership and Agile Parenting with Billy S. Mwape

January 11, 2021 by Karen

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E70 Global Leadership and Agile Parenting with Billy S. Mwape
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E70 Global Leadership and Agile Parenting with Billy S. Mwape

Listen to Billy S Mwape share his fascinating story and the exciting news of the birth of his new son! Billy joined us from Zambia as our first guest in 2021 and our first guest joining from Africa. He shares the Zambia culture, challenges he pushed through in 2020 and the exciting future he is building.

Billy was a featured speaker in the TED@PMI event in 2020 and he shared the experience with us. As parents we know that it is a hard job but it is especially challenging with a child with special needs. Billy shares how he and his family used the concepts and tools he has learned from Agile to help with his special needs child. You can watch his talk here – https://www.ted.com/talks/billy_samuel_mwape_an_innovative_way_to_support_children_with_special_needs

2020 was a challenging year but Billy helped to stand up a new PMI chapter, PMI Zambia during the global pandemic. The chapter founders had to establish the chapter remotely working to build membership and value to the Project Management community in Zambia. Billy also shared he is building a music based Project Management Master Class. The class will preach unity and leadership bringing PMs together through the rhythms of music.

PMO Joe also shared the launch of www.thepmoleader.com a new global PMO Leadership community. The site provides PMO Leaders and team members access to Blogs, Books, Coaching, Consultants, Podcasts, Peer to Peer interaction, Speakers, Technology and Training. Use code PMOH to receive 20% off a Community Membership.

​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.

Abil Consulting Limited is a Zambian registered company established by a highly powered and experienced couple on 30th May, 2018 to help management teams and Individuals make the big decisions: on Strategy, ICT Governance, technology adoption and Project Management Training.

Abil Consulting Firm provides affordable premium services especially to the under-serviced segments like the SMEs in Southern Africa. The Firm recognizes a big gap in quality training for project management and ICT governance and has pledged to bridge the gap by partnering with Individuals and organizations for true progress.

Billy-S-MwapeBilly S. Mwape is a Strategist, Project Manager, Risk and ICT Expert, TED speaker and Author with over 15 years of experience in the Banking and Mining sectors. He has among many others managed the following projects; ERP systems, Data center implementation, VoIP Systems, PABX systems, Corporate Governance systems, Credit Scoring system, Automation, Systems integration, Strategy formulation and Fund acquisition.

He holds a Master of Business Administration – Strategic Planning from Heriot Watt University, BSc. Computer Science from Copperbelt University and a Diploma in Telecommunication Systems from City & Guilds of London Institute. He is currently pursuing his Certified Expert in Risk management with Frankfurt school, Doctorate in Business Administration with Heriot Watt University and PMI-ACP.

He is a proven business and community leader with a passion for Project management and leadership training. He holds the following leadership roles: Vice President – Project Management Institute (PMI) Zambia chapter, Chairperson for Watt Club Zambia (Heriot Watt University Alumni), Area Director for toastmasters, Lusaka, Zambia. He believes that Project Management and leadership training is key to the attainment of organizational/national strategic goals, hence his passion to inspire African leaders through training and presentations.

Billy has the following professional certifications: PMP, COBIT 5, CCNA, MCT – Exchange server 2013, MCTS – SQL server 2008. He also has 10 years’ experience in computer programming using Java, C#/ASP.NET, Python, C++ and Ladder.

Connect with Billy on LinkedIn and Facebook.

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.

Tagged With: Abil Consulting Firm, Abil Consulting Limited, PMP coaching, project management, Project management leadership, project management training

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