Bristol Group Archives - Business RadioX ®

Carl Nicpon with Marsh Creek Advisors

March 18, 2024 by Tom Sheldon

Northeast Georgia Business Radio

Carl Nicpon with Marsh Creek Advisors

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Carl Nicpon

Carl Nicpon/Marsh Creek Advisors

Marsh Creek is an M&A and business brokerage firm helping lower middle market businesses sell with confidence. Their typical clients are business owners with an annual revenue between $5-150 million. Though based in the Southeast, they proudly serve clients nationwide.

Marsh Creek is proud partners with the Bristol Group, a network of over 20 advisors from across the country. While leveraging this broad pool of experienced advisors, they remain committed to providing you with a high-touch, high-service approach that is customized to your unique needs. They firmly believe that teamwork is essential to ensuring a successful and fulfilling sales experience for their clients.

The Marsh Creek team is comprised of former business owners who are honored to partner with you on your path to sale. It’s their goal to ensure the largest financial transaction of your life is done right.

Northeast Georgia Business Radio is presented in part by Regions Bank.

Embrace the IF in life. Member FDIC and an Equal Housing Lender.

Ben Gibson, JP Morgan Chase, Jonathan Holmes, Mighty 8th Media, and John Marsh, Bristol Group

November 15, 2022 by John Ray

Ben Gibson, JP Morgan Chase, Jonathan Holmes, Mighty 8th Media LLC, and John Marsh, Bristol Group

North Fulton Studio

Ben Gibson, JP Morgan Chase, Jonathan Holmes, Mighty 8th Media, and John Marsh, Bristol Group

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Ben Gibson, JP Morgan Chase, Jonathan Holmes, Mighty 8th Media, and John Marsh, Bristol Group (ProfitSense with Bill McDermott, Episode 37)

On this episode of ProfitSense, host Bill McDermott welcomed three distinguished business advisors. Ben Gibson, JP Morgan Chase, described the satisfaction he gets in helping business owners achieve their goals. Jonathan Holmes, Mighty 8th Media, discussed branding and marketing, while John Marsh shared how he helps business owners successfully sell their companies through his work at Bristol Group.

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

JP Morgan Chase

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world.

Today, they’re a leading global financial services firm with operations servicing clients in more than 100 countries.

Whether they are serving customers, helping small businesses, or putting their skills to work with partners, they strive to identify issues and propose solutions that will propel the future and strengthen both their clients and their communities.

Website | LinkedIn | Facebook

Ben Gibson, Executive Director, JP Morgan Chase

Ben Gibson is a Relationship Executive in the Middle Market Banking Group covering the Georgia Middle Market. Ben utilizes the expansive JPMorgan Chase product platform to companies with annual revenues from $20 million to $100 million, offering cash management, credit, investment banking, international banking and wealth management and an array of other solutions.

Ben has 20+ years of banking experience and is responsible for relationship management, new business development and delivering the firm’s solutions locally with his Georgia-based clients.

Ben is a Magna Cum Laude graduate and 40 under 40 awarded alum of Georgia State University. He is married with children and his hobbies include reading, listening to music and watching movies and sports.

Ben is actively involved in the Metro Atlanta community as a member of the Executive Committee of the German American Cultural Foundation and Treasurer of OaksAtl, an affordable housing nonprofit focused in the Vine City and English communities, and serves on the finance committee of Atlanta Westside Charter School.

Mighty 8th Media LLC

Headquartered in the heart of historic Buford, GA, Mighty 8th is an award-winning, nationally recognized marketing and creative agency. Founded in 2005 by industry veterans Jonathan Holmes and Bradley Sherwood, Mighty 8th has become synonymous with producing powerful campaigns that drive business and make a lasting impact. The agency provides everything from strategy and creative development to website design and broadcast production for local, national and international clients across a variety of industries, including Alta Refrigeration, ClearStar, Consolidated Banking Services, Emory University, Gwinnett County Public Schools, Hyster Company, MegaSlab, Pinnacle Bank, Porter Steel, Primus Builders and Reeves Young and State Road Tollway Authority (Peach Pass).

Website | LinkedIn | Facebook | Twitter | Instagram

Jonathan Holmes, Managing Partner, Mighty 8th Media LLC

Jonathan Holmes is co-founder and Managing Partner / CFO of Mighty 8th, a full-service marketing and creative agency. The agency was founded in 2005 and has grown to be an Inc 5000 – top 50 Marketing Agencies in Atlanta, Atlanta Business Chronicle 2017 & 2018. His agency has been awarded Best Places to Work in Atlanta, 2013, 2014, 2015 and 2019 and a Best Places to Work in Georgia, Top 10, 2010 and Top 3, 2016.

Jonathan is a highly trained professional in accounting, non-profit operations, marketing, web and strategic planning with over 35 years of hands-on experience in revenue growth, organizational development, brand repositioning and entrepreneurial start-ups.

He is a native South Carolinian and graduate from the University of South Carolina. A 2018 Graduate of Leadership Gwinnett and 2022 LG Alumni Chair, having lived in Gwinnett for 21 years, Gwinnett is his “hometown”. He is an avid supporter helping to make Gwinnett Great as a growing county to lead the Atlanta Metro Region supporting a diverse population. He currently serves as Board Chair of Artworks Gwinnett, Most recently through his leadership efforts, Artworks has undertaken a Master Plan for Gwinnett’s Creative Economy – growing the Arts, Entertainment and Technology sector as an economic engine for Gwinnett.

He is a Board Member of the Gwinnett Chamber, Board Member Gwinnett Parks Foundation, an Advisor / Investor in Partnership Gwinnett, and a Chairman’s Club member of the Gwinnett Chamber. He also serves on the Board of Visitors of Georgia Gwinnett College and the Georgia Gwinnett College Foundation Development Committee. Most recently, he was appointed as a Board member of Pinnacle Bank based in Elberton, GA.

Bristol Group

John’s firm is a Mergers and Acquisitions Advisory and business brokerage practice. They assist business owners in the process of successfully transitioning business ownership. As M&A advisors, they represent the interest of their clients and guide them through the complex process of selling or buying a business.

The team overthan 75 years of experience structuring transactions for business owners, individual buyers, private equity groups, and corporate acquirers. The nationwide network produces some of the best business opportunities and investments for people looking to buy a business.

The firm is affiliated with the Bristol Group. The Bristol Group has seventeen Business Brokers and Mergers and Acquisition Advisors across the United States.

Website | Facebook | LinkedIn

John Marsh, Founder, Bristol Group

John is a successful cross-functional executive with experience leading and strengthening finance, accounting, and operations organizations. He has held a variety of executive roles including CFO, VP of Supply Chain and Planning, and EVP of Finance and Operations during his 17-year career. In those roles, John served as an integral part of the leadership team that scaled a medical device company and sold it to a private equity firm for 161M. John led integration efforts and was a part of due diligence on all of the companies acquisitions.

John started his career with the accounting firm, Ernst and Young in Atlanta, GA, and has worked with both start-ups and a large private equity-owned medical device manufacturer. He leverages his significant mergers and acquisition experience to help entrepreneurs successfully transition business ownership.

John graduated from the University of Georgia with a BBA in Accounting and holds an MBA from Kennesaw State University. He currently lives in Sandy Springs, with his wife and two daughters.

About ProfitSense and Your Host, Bill McDermott

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

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

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

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

Frazier & Deeter’s Business Beat: John Marsh, The Bristol Group

April 21, 2021 by John Ray

Business Beat

Frazier & Deeter's Business Beat: John Marsh, The Bristol Group

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Frazier & Deeter’s Business Beat: John Marsh, The Bristol Group

John Marsh of The Bristol Group joined host Roger Lusby to discuss his business brokerage practice, the current environment for selling a business, how a business owner should prepare for a sale, and much more. “Business Beat” is presented by Alpharetta CPA firm Frazier & Deeter.

The Bristol Group

The Bristol Group is a trusted national Business Brokerage and Merger & Acquisition Firm focused on providing professional sell-side representation and mergers and acquisition services to lower middle market clients across the United States. This segment of the market is underserved by experienced and professional business brokers. The Bristol Group is here to transform the transactional nature of business brokerage by using a holistic and consultative approach and strongly believe in developing relationships built on trust.

John Marsh, Managing Broker, The Bristol Group of Greater Atlanta

Prior to founding the Bristol Group of Greater Atlanta, John served as a corporate executive with experience leading and strengthening finance, accounting, and operations organizations. He has held a variety of executive-level roles including CFO, VP of Supply Chain and Planning, and EVP of Finance and Operations during his 17-year career.

In those roles, John served as an integral part of the leadership team that scaled a medical device company that was sold to a private equity firm for $162M. John led integration efforts and was a part of due diligence on all the company’s acquisitions. In total, John participated in over $360M in transactions in his executive roles.

John started his career with the accounting firm, Ernst and Young in Atlanta, GA, and has worked with both start-ups and large private equity-owned companies. He leverages his significant mergers and acquisition experience to help entrepreneurs successfully transition business ownership.

John graduated from the University of Georgia with a BBA in Accounting and holds an MBA from Kennesaw State University. He currently lives in Marietta, with his wife and two daughters.

Company website | LinkedIn

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, host of Frazier & Deeter’s “Business Beat,” is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology and service companies.

You can find Frazier & Deeter on social media:

LinkedIn | Facebook | Twitter

An episode archive of Frazier & Deeter’s “Business Beat” can be found here.

Family Business Radio, Episode 11: John Marsh, Bristol Group, Cheryl Blazej, Blazej & Associates, and Valencia Holland, The Style Educator

August 21, 2020 by John Ray

Family Business Radio

Family Business Radio, Episode 11: John Marsh, Bristol Group, Cheryl Blazej, Blazej & Associates, and Valencia Holland, The Style Educator

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Family Business Radio, Episode 11: John Marsh, Bristol Group, Cheryl Blazej, Blazej and Associates, and Valencia Holland, The Style Educator

Host Anthony Chen welcomes John Marsh, discussing his firm’s work with business transitions, Cheryl Blazej, whose firm provides accounting services to small businesses, and Valencia Holland, who provides personal style services for women. “Family Business Radio” is broadcast from the North Fulton Studio of Business RadioX®.

John Marsh, Bristol Group

The Bristol Group is a boutique Business Brokerage and Mergers and Acquisition firm that helps business owners successfully transition ownership. They build trusting relationships before transactions and assist their clients throughout the selling process. While the firm represents the interest of sellers, they are constantly qualifying buyers and have relationships with financial, strategic, and individual acquires around the country. Bristol Group’s typical client has a business valued between $1M and $50M.

John is a successful cross functional executive with experience leading and strengthening finance, accounting, and operations organizations. He has held a variety of executive roles including CFO, VP of Supply Chain and Planning, and EVP of Finance and Operations during his 17 year career. In those roles, John served as an integral part of the leadership team that scaled a medical device company and sold it to a private equity firm for $161M. John led integration efforts and was a part of due diligence on all of the companies acquisitions.

John started his career with the accounting firm, Ernst and Young in Atlanta, GA and has worked with both start-ups and a large private equity owned medical device manufacturer. He leverages his significant mergers and acquisition experience to help entrepreneurs successfully transition business ownership.

Company website

Cheryl Blazej, Managing Partner, Blazej & Associates

Smart decision making starts with understanding the financial status of the business. Blazej Business is the ideal accounting partner for business owners who:

Rely on family or admin staff to handle day-to-date accounting and it’s not working
Are preparing to seek funding for expansion
Have disregarded standard accounting practices and procedures due to lack of expertise among staff

Blazej Business clients receive accounting oversight plans tailor-made to their businesses: Revenue and expenses will be booked to the proper accounts Accounting procedures will be provided for internal staff Financial reports will be created, verified and explained. Complexities like multiple locations or multiple entities within a single organization will be handled easily. Payroll and benefit payments will be reconciled and compliance will be confirmed. Their project scope is based on client need: if clients have internal staff, Blazej works with them. If they don’t, Blazej has the team to handle day-to-day transactions.

Company website

Valencia Holland, Owner, The Style Educator

The style educator is a full service image consulting firm specializing in personal styling services for women. The services they provide range from 1-on-1 styling, closet/wardrobe organizing, personal shopping, and more.

Owner Valencia Holland’s expertise has been proven and awarded by various clientele, including the modeling agency Leon Dash Media and Aquila Style magazine along with artist Amanda Holley, Delux Magazine, GMI Clothing Commercials, and Project Hope CT which donates prom attire to underprivileged girls. Valencia also had the opportunity to be an Assistant Stylist for Levi’s, Fuzion Magazine, and Team Swerve with the use of her education in fashion styling from New York City’s School of Style and an Associate’s Degree in Business Administration & Management from Colorado Technical University.

Company website

Anthony Chen, Host of “Family Business Radio”

family owned craft breweries — **Anthony Chen**

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.