Michael Horwitz, Transworld Business Advisors of Atlanta, Nancy Pridgen, Pridgen Bassett Law, and Dr. Jaeson Courseault, Trif3cta Sports Medicine (Family Business Radio, Episode 29)
Financial and physical health is the focus of this episode of Family Business Radio. Michael Horwitz with Transworld Business Advisors of Atlanta discussed the need for clean books and sound preparation in advance to prepare for a sale. Nancy Pridgen of Pridgen Bassett Law discussed ERISA law and employment issues, including mask mandates. Dr. Jaeson Courseault with Lifehope Medical described his holistic approach to healthcare with his practice of non-surgical orthopedic medicine, prevention and wellness, and helping his patients get better by looking at all the factors that may be impacting their health. He describes his ideal patient as people who are active or want to be active who need help doing so.
All three guests reflected on the ways a client can identify the red or green flags that signal they may need a business broker, an ERISA attorney, or a holistic doctor.
In Anthony’s closing comments, he echos the guidance that the best time to reach out to a financial advisor is when major changes are occurring. Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.
Michael Horwitz, Business Broker and M&A Advisor, Transworld Business Advisors of Atlanta
Transworld Business Advisors is the world leader in the marketing and sales of small and lower-middle market businesses. Whether you represent an acquisition-minded corporation or are personally interested in owning your own company, Transworld offers the professional services that successfully bring buyers and sellers together.
Michael is a Business Broker and M&A Advisor with Transworld Business Advisors of Atlanta. He has been helping people buy and sell small and lower-middle businesses for over 5 years. His years of experience run the gamut from senior management roles in Fortune 500 corporations to leadership positions with venture capital-backed high-tech enterprises. Michael also brings small business knowledge through his seven years of owning an independent bicycle shop.
Michael has been in the north Atlanta area for over 25 years now. He grew up in Cleveland, OH, and received his undergrad degree from Case Western Reserve University. After ten years in the workforce, he went back to receive his MBA from Capital University in Columbus, OH. Michael is an avid cyclist, kayaker and backpacker.
Nancy Pridgen, Attorney and Managing Member, Pridgen Bassett Law
Pridgen Bassett Law is a boutique law firm situated in beautiful historic downtown Roswell, Georgia, but its attorneys handle ERISA and employment disputes literally across the nation.
Pridgen Bassett Law’s attorneys combine some 40+ years of litigation experience to offer legal strategies and solutions tailored to each client’s unique situation. Clients include employees and employers, private and public businesses, and ERISA plan sponsors and fiduciaries. Pridgen Bassett Law equips clients with cutting-edge ERISA and employment law strategies and a wide range of legal options and offers modern answers for modern benefits and employment issues.
Pridgen Bassett Law attorneys have spent many years at Alston & Bird and King & Spalding representing sophisticated top-tier clients in complex ERISA litigation and employment matters. Pridgen Bassett Law was created to make that experience accessible to a wider range of clients. ERISA and employment matters require knowledge and experience.
Employees, executives, businesses, plan sponsors, and fiduciaries should have access to that resource — no matter the size of the matter or the size of the business. Pridgen Bassett Law is that resource.
Dr. Jaeson Courseault, Trif3cta Sports Medicine, A Lifehope Company
Lifehope Trif3cta Sports Medicine provides non-operative sports orthopedic services for patients with muscle, bone, or joint pain. The practice also has a mobile component that will go to the patient’s home or other location.
Lifehope specializes in regenerative injections like PRP (platelet-rich plasma) injections, umbilical product injections, Amniotic fluid injections, cortisone injections, and hyaluronic acid injections. They also provide COVID testing, either in-house or at your location for personal use or group testing, with results in 10 minutes.
Their goal is to make you feel better as safely and as quickly as possible in the comfort of their brand new office or their State-of-the-Art Mercedes Benz Sprinter converted to a mini medical office, which is sterilized after each visit. They also offer IV hydration therapy and other recovery treatments.
They are proud to provide a safe, modern-day, high-quality level of care, medical experience, and commitment to all of their patients, as trusted by professional athletes.
As an Atlanta native, Dr. Jaeson Courseault received his Bachelor of Science degree in Psychology Pre-Med from Morehouse College on a full academic scholarship. While at Morehouse he played cornerback for their football team and graduated with Summa Cum Laude honors. With roots in New Orleans, LA, he went to medical school at Tulane University and completed a Family Medicine Residency at LSU.
He completed his fellowship specialty training in Sports Medicine in Waco, TX. For the past 5 years, he served as Team Physician for several high schools, 2 junior colleges, and Baylor University Men’s Basketball Team and Track/Cross Country Teams. Dr. Jaeson Courseault left his practice in Texas and returned to Georgia in October 2020 to serve his home community.
After such an awesome experience in Waco, TX he decided that it was time to be closer to family. He enjoys golfing and spending time with his wife Brittany and his baby daughter Xoé. His Christian faith drives his love for people through medicine. Part of his daily prayer is that his patients see the high level of care that he has for his patients. He prides himself in having an excellent bedside manner.
Anthony Chen, Host of Family Business Radio
This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext 5075 or by email at anthonychen@lfnllc.com.
Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.
The complete show archive of “Family Business Radio” can be found at familybusinessradioshow.com.