Mike, Author at Business RadioX ® Page

Exit and Succession Strategies for Closely Held Business Owners

February 24, 2016 by Mike

Robert Port, Cardell McKinstry, Bryan Koepp, Adam Gaslowitz

On this week’s episode of “Wealth Matters”, hosts Adam Gaslowitz and Robert Port discuss “Exit and Succession Strategies for Closely Held Business Owners”. Guests include Cardell Mckinstry, Director of M&A Tax Services for Habif, Arogeti & Wynne LLP, and Bryan P. Koepp, Regional Wealth Strategist and Senior Vice President of Regions Private Wealth Management.

Bryan Koepp/Regions Private Wealth Management

Bryan Koepp joined Regions Private Wealth Management in August 2015 as its Wealth Strategist for its East region. Bryan’s major areas of expertise include advanced estate and trust planning, business succession planning, non-qualified benefit planning for companies and their employees, asset protection, and complex insurance transactions.

Prior to joining Regions Private Wealth Management, Bryan chaired PNC’s Wealth Management National Practice Group for Planning for the Business Owner as a Senior Wealth Planner for its Georgia wealth team. The Planning for the Business Owner group focused on the unique and often difficult planning needs of business owners including the development of a tax- efficient plan for business transition whether the transition is targeted for family members, outright sale, public offering, or other strategy. Bryan has also served as a group financial planning strategist with BB&T Wealth Management. While at BB&T, Bryan was the firm’s lead business transition planning strategist and also anchored BB&T’s wealth planning team in Georgia. Bryan has also served as a director and senior consulting attorney for AXA Equitable’s advanced markets team.

Bryan received his undergraduate degree (B.A.) with honors from the College of Wooster in Wooster, Ohio. He earned his law degree (J.D.) from The Ohio State University College of Law. He is admitted to practice law in the states of Georgia and Ohio. Bryan is also a Certified Financial Planner and a registered Trust & Estate practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP) for international planning.

Linkedin: https://www.linkedin.com/in/bryan-koepp-0402317

Cardel McKinstryHabif, Arogeti & Wynne, LLP/

Cardell is the Director of M&A Tax Services for Habif, Arogeti & Wynne, LLP. Cardell has over 15 years of tax consulting experience serving clients across a wide range of industries, including construction, distribution, financial services, manufacturing and telecommunications. Prior to joining Habif, Arogeti & Wynne, Cardell was a Senior Director with the Alvarez & Marsal Transaction Tax Group and a former member of the Mergers and Acquisitions Transaction Services Group at Deloitte & Touche LLP.

Cardell focuses on advising financial and strategic clients on the tax aspects and structuring of taxable and tax-free transactions. These include mergers and acquisitions, dispositions, restructurings, leveraged buy-outs and recapitalizations. He has been involved in all aspects of due diligence, transaction structuring and reviews of transaction-related documents.

Cardell has assisted in providing tax solutions for companies going through different phases of their life cycle, such as mergers and acquisitions, dispositions, bankruptcies and ownership changes. The tax solutions provide a variety of structures to retain valuable tax attributes (e.g. NOLs, tax credits, etc.), maximizing value and flexibility for all parties involved.

Cardell earned a bachelor’s degree in accounting and a master’s degree in taxation from the University of Alabama.

About Gaslowitz Frankel:

Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

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

Twitter: https://twitter.com/EstateDispute

LinkedIn: https://www.linkedin.com/company/estatedispute

Brian McClellan with N2 Publishing, John Moss with Interactive Business Technologies and Stephanie Wolfe with The Whole Food Health Coach

February 18, 2016 by Mike

Mike Sammond, Brian McClellan, Stephanie Wolfe, John Moss, Steven Julian

Brain McClellan/N2 Publishing

N2 Publishing is the nation’s leading provider of newsletters for affluent communities. They create custom publications that transform places people live into places people love. Their publications give members of exclusive communities the opportunity to learn about their neighbors by reading their stories and seeing photos that are important to them. The result is quality publications that echo the voice of the neighborhood and reflect the community itself. Throughout the nation, communities who receive an N2 publication find that they know more about their neighbors and feel connected to them in ways that are meaningful and life changing.

John Moss/Interactive Business Technologies

Interactive Business Technologies can be your complete IT service management solution supporting all your servers, network appliances and desktops. Your systems are monitored and supported both remotely and locally by their managed IT services team.

Stephanie Wolfe/The Whole Food Health Coach

A holistic approach to wellness starts with understanding how your lifestyle, exercise, attitude, and nutrition choices integrate and set the stage for your overall health. The Whole Foods Health Coach will teach you simple sustainable principles that will help you take charge of your health and achieve optimal weight correction and wellness. Fueling your body and feeding your family well shouldn’t be such a challenge. Learn how easy it can be to avoid nutrition related diseases, improve learning and behavior, control weight, increase energy levels, prepare healthy snacks/food, and more!

CLICK HERE to watch the video of this show.

STRATEGIC INSIGHTS RADIO: Understanding Financial Statements (Part 2 of 2)

February 18, 2016 by Mike

On this episode of “Strategic Insights Radio”, the CEO of Sterling Rose Consulting Corp Vlad Rusz explains how to make sense out of income statements and balance sheets.

Vlad Rusz/Sterling Rose Consulting Corp

Sterling Rose Consulting Corp is a Gwinnett County, GA based company that provides business plan creation and review, online and offline marketing, marketing plan creation and review, ongoing marketing services, accounting, bookkeeping, financial analysis, operations and business consulting. The staff of Sterling Rose Consulting Corp has over 100 years of successful entrepreneurial experience. In addition, the CEO of the Company, Vlad Rusz, has launched and managed four successful businesses that range in age from 17 months to 7 years old with gross revenues ranging from $175,000 to over $5.0 million.

Sterling Rose Consulting Corp. prides itself on providing quality, investor ready documentation. The company takes it even one step farther to make sure that the client understands how to effectively present these documents, whether they are being prepared for internal use or outside investors. Sterling Rose Consulting also provides full loan SBA packages, Immigration Visa Business Plans, Commercial Lending Business Plans, Commercial Space, Growth, Not-For-Profit and Venture Capital/Investment Ready Plans.In addition, Sterling Rose Consulting Corp also provides Zoho Customization, Design and Implementation, Custom CRM solutions, Payroll, Bookkeeping and Accounting Services.

About “Strategic Insights Radio”:

“Strategic Insights Radio” is intended to be an interactive radio show hosted by Sterling Rose Consulting Corp. Listeners can Tweet their questions for a live response on the radio to @sterling_rose1 or via @strategicradio. Also, suggestions on business topics that listeners would like to learn more about are welcome. Please send suggestions to info@sterlingroseconsultingcorp.com.

Peter James with Lincoln Heritage Life Insurance and Shamel Leonard with Family Car Foundation

February 17, 2016 by Mike

Dominick Rainey, Shamel Leonard, Peter James, Nikole Toptas

Peter James/Lincoln Heritage Life Insurance

Lincoln Heritage is the #1 Final Expense in the US and has been in business since 1963. LHIC has over 6000+ agents nationwide, Puerto Rico and Canada. The company is A rated and recognized by the BBB.

Shamel Leonard/Family Car Foundation

Family Car Foundation primarily strives to award donated cars from the public to families in need. They repair cars that meet their standards and award them to eligible families. They provide families’ low-interest car loans which allows recipients to build credit. They also provide car ownership training.

Each car has a 6-month/6,000 mile warranty. They revitalize each car to be reliable and dependable. Their “Driver Programs” assist with car and driving issues and help with costly, unexpected repairs. They offer programs to educate car buyers and to empower individuals to make better financial decisions for their future.

To watch the video of this program, CLICK HERE.

RESIDENTIAL MORTGAGE UPDATE: Tom Hogan with Embassy National Bank

February 17, 2016 by Mike

On this episode of “On the Money“, host Joe Moss discusses residential mortgages with Tom Hogan, Senior Vice President of Residential Mortgage Banking at Embassy National Bank.

Tom Hogan/Embassy National Bank

A new building with an old soul, Embassy National Bank was founded in 2007 to meet a need of its community: a truly business-friendly local partner who could make lending and banking accessible, straightforward and grounded. A local group of businessmen with backgrounds in finance, banking and hospitality created that partner for the greater Atlanta area, especially the communities of Lawrenceville, Duluth, Suwanee and Norcross. To support that vision, Embassy National Bank has assembled a team of managers and bankers with both local and nationwide experience to support the bank’s mission: to be the community partner small businesses want, and one their neighbors need.

To watch the video of this show, CLICK HERE.

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“On the Money” focuses on topics and issues allowing small businesses to better navigate the financial services minefield, with analysis and opinions from today’s industry experts on banking and loans. “On the Money” also introduces you to some of the top small business leaders in the Atlanta market.

Hosted by Joe Moss, the president of Embassy National Bank, “On the Money” airs live every Wednesday at 3:00 PM EST from the Business RadioX studio in Gwinnett.

John Ray of Bookkeeping Express/Ray Business Advisors, Tara Lamboley of REV Demand, and Ann Hall of Own Your Idea

February 11, 2016 by Mike

Mike Sammond, Tara Lamboley, John Ray, Ann Hall, Steven Julian

John Ray/Bookkeeping Express & Ray Business Advisors

Clients come to Bookkeeping Express/Ray Business Advisors to reduce the stress and anxiety which often comes with day-to-day management of a business. They help clients by taking away the burden of bookkeeping and accounting and improving their business processes. They provide reports on their business which are both robust and easier to understand than traditional financial statements. They can also craft budgets and projections and help find opportunities for expense improvements.

In addition, owner John Ray enjoys making connections for his clients which help build their network and their business. He does all this for a flat monthly fee. His clients don’t worry about a meter running when they call. His company works with small to medium-sized businesses, non-profits, and solopreneurs.

Tara Lamboley/REV Demand

REV Demand was created with the goal of helping owners of business-to-business service organizations achieve the success they envisioned when starting out in business. REV Demand works with small to midsize companies to maximize their top-line revenue by implementing consistent lead generation strategies such as email marketing and webinars to fill the sales pipeline. They establish well-defined and repeatable processes for lead generation and qualification. They also help executive managers to verify that the right people in the organization are reaching the right target audience with the right message.

Ann Hall/Own Your Idea

Own Your Idea is a sole practitioner consulting company providing writing, editing, and proofreading services and business administrative solutions for small business and entrepreneurs. Work can be performed on site or virtually. Their mission is to add value and create solutions.

CLICK HERE to watch the video of this show.

NEW TRANSPORTATION TECHNOLOGY: Bryan Mulligan of Applied Information

February 10, 2016 by Mike

On this episode of “On the Money“, host Joe Moss of Embassy National Bank interviews Bryan Mulligan of Applied Information about the newest technology in transportation.

Bryan Mulligan/Applied Information

Applied Information provides technology into the transportation area, in the areas of pedestrian safety, school road safety, intersection management, emergency vehicle management and weather.

Using the power of the internet, these next generation technologies make the roads safer and make traffic more efficient.

To watch the video of this show, CLICK HERE.

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Hosted by Joe Moss, the president of Embassy National Bank, “On the Money” airs live every Wednesday at 3:00 PM EST from the Business RadioX studio in Gwinnett.

PUTTING TOGETHER YOUR TEAM: Dorris Hollingsworth of Evergreen HR

February 8, 2016 by Mike

On this episode of “On the Money“, human resource leader and consultant Dorris Hollingsworth discuss the best ways to get the most out of your business “team”.

Dorris Hollingsworth/Evergreen HR

Evergreen HR is a human resources and business consulting firm that focuses on helping small businesses become better at acquiring and developing talent. They use assessments to help drive the interview process and onboard the individual for a faster and more effective ramp up period.

They also work with companies to help their teams become more effective, by identifying skill and role gaps that create unnecessary obstacles. They are committed to helping small businesses thrive by bringing senior level human resource skills to your company.

Dorris Hollingsworth, President, is an experienced human resource leader and talent executive. She has worked across a range of industries, including commercial real estate, telecommunications, financial services, and consulting engineering. She is experienced in working through complex organizational development plans, mergers, and culture shifts.

Dorris believes that companies can become better through effective teams, and says “If Your Team Isn’t Dysfunctional, You’re Doing it Wrong.”

To watch the video of this show, CLICK HERE.

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Hosted by Joe Moss, the president of Embassy National Bank, “On the Money” airs live every Wednesday at 3:00 PM EST from the Business RadioX studio in Gwinnett.

Sonja Hackett of Certified Home Care of Georgia, Dorothy Kohn of Touchmark National Bank and Maria Mendillo of FarraTech

February 4, 2016 by Mike

Mike Sammond, Sonja Hackett, Dorothy Kohn, Maria Mendillo, Steven Julian

Sonja Hackett/Certified Home Care of Georgia

Certified Home Care of Georgia has compassionate and highly trained caregivers who are ready to help with your day-to-day living. Their focus is on developing customer relations, nourishing souls, preserving dignity, respecting their clients’ property and customizing their care.

Dorothy Kohn/Touchmark National Bank

Touchmark National Bank is a community bank established in 2007 and focused on commercial customers such as business owners and real estate investors. The bank provides a full array of deposit products, working capital lines of credit, commercial mortgages, equipment loans, and business expansion/acquisition financing. As a community bank, their distinguishing factor is that they are not restricted to where they can lend geographically. Their footprint can be found all over the state of Georgia and the southeast. They have the expertise to offer every type of loan program available which includes conventional loans, SBA 7A, SBA 504 and USDA programs. Don’t forget to check out their CD rates as they are currently the highest in the state!

Maria Mendillo/FarraTech

FarraTech, formerly known as Laser Supply & Service, was founded in 1990 and is based in Norcross, GA. FarraTech has one simple philosophy: to be the best customer service company in Atlanta. Whatever your laser printer, copier, service, or repair needs may be, they invite you to experience for yourself what makes them an extraordinary company. Their people, their focus on quality, and their dedication to doing business with integrity is what they care about and strive for daily.