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Nancy McGill, Cartridge World Lawrenceville, Neeli Shah, The Law Offices of Neeli Shah, and Karl Barham, Transworld Business Advisors of Atlanta Peachtree

February 9, 2023 by John Ray

North Fulton Studio

Nancy McGill, Cartridge World Lawrenceville, Neeli Shah, The Law Offices of Neeli Shah, and Karl Barham, Transworld Business Advisors of Atlanta Peachtree

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Nancy McGill, Cartridge World Lawrenceville, Neeli Shah, The Law Offices of Neeli Shah, and Karl Barham, Transworld Business Advisors of Atlanta Peachtree (ProfitSense with Bill McDermott, Episode 42)

On this episode of Profit Sense, host Bill McDermott welcomed three accomplished business leaders. Nancy McGill, Cartridge World Lawrenceville, discussed Nancy’s 2022 Gwinnett Chamber business award, the upcoming 20th anniversary of her business, what differentiates Cartridge World from its competitors, and more. Neeli Shah discussed what probate is and why it can be quite onerous, how business owners can avoid their business growing through probate upon their death, and more. Finally, Karl Barham, Transworld Business Advisors of Atlanta Peachtree, shared the biggest mistake small business owners make, myths and faces about small business valuation, the impact of baby boomer retirement, and more. Bill ended the show talking about cashflow.

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

Cartridge World Lawrenceville

Cartridge World Lawrenceville was the first Cartridge World to open in Gwinnett in 2004. As a locally owned and operated franchise, their mission is to help each customer with their printing needs with quality products, education, expert printing advice, and great customer service. They want every customer to have a great experience when they shop with them, saving both time and money.

They are your local source for all your printer needs. They sell high quality replacement ink and toner cartridges for printers, copiers and postage meters at an affordable price. They provide printer repair, secure shredding, recycling, mobile printing, computer upgrades and repairs, copy and scan services. They have all major brands HP, Canon, Brother, Samsung and more. They have a retail location for individuals and free delivery for businesses.

As home and office printing experts, they answer printing questions and simplify the entire printing experience with advice and cost-effective supplies. Cartridge World Lawrenceville is your one stop shop for printers and supplies.

Website | Facebook | LinkedIn | Twitter

Nancy McGill, Owner/President, Cartridge World Lawrenceville

Nancy McGill grew up in Stillwater Oklahoma and graduated from Oklahoma State University with B.S. in Business Administration. She moved to Lawrenceville, Georgia in 1990.

Nancy has been in sales and management most of her career. She worked in corporate America for a temp to perm company and selling yellow page advertising. She was a stay-at-home mom for a few years and then a substitute teacher for Gwinnett County Public Schools.

In 1999 Nancy became a business owner and bought 2 locations in an existing ladies fitness franchise, which ultimately wasn’t a good fit, so she sold it. She then looked for another opportunity with less employees and a smaller retail space.

She read an article in the Wall Street Journal about Cartridge World and decided to buy a franchise in 2004, and almost two decades later, she’s still going strong!

The Law Offices of Neeli Shah

At the Law Offices of Neeli Shah they believe that planning for your future should be purposeful and practical. Their team works with and/or helps you to develop a collaborative team of advisers committed to navigating the planned and unplanned transitions of life.

They strive to empower and enrich the financial lives of those they serve as a source of education, information, and solutions by integrating the personal family dynamics and relationships with the financial and tax planning processes.

Website | LinkedIn | Facebook | Instagram

Neeli Shah, Attorney, The Law Offices of Neeli Shah

Neeli G. Shah believes that for any well-drafted estate plan to work in practice, it must also work within the family dynamics of each unique family structure. That is why she works hard to create a confidential environment where her clients feel comfortable sharing their family’s unique goals and challenges.

Neeli was born in India and moved to Hartselle, Alabama when she was 13 years old. She has personally experienced many of life’s uncertainties and brings that experience into her practice. Her personal background gives her a unique and compassionate perspective on Estate Planning and Estate Administration.

As a mother of two little boys, she is mindful of the fact that your family is your most valuable asset. She has the big law pedigree with the heart and soul of the small practice. She leads with gratitude and looks to add value wherever possible.

With over 11 years of experience in the Tax and Trusts and Estates industry, she has represented many individuals, families, closely-held businesses and non-profits build a legacy.

Transworld Business Advisors of Atlanta Peachtree

Transworld Business Advisors is the world leader in the marketing and sales of businesses, franchises and commercial real estate. Whether you represent an acquisition-minded corporation, or are personally interested in owning your own company, Transworld offers professional services that successfully bring buyers and sellers together.

In today’s economy, there are more people looking to buy and sell businesses than ever before. When a company owner needs to sell their business, they can’t just stick a for sale sign in the window. They need the assistance of a business broker to locate and vet potential buyers. On the other side, buyers rely on the broker to help facilitate the process of evaluating potential businesses and franchises for sale. A Transworld Business Advisor is the solution for both scenarios.

Website | Facebook | LinkedIn | Twitter

Karl Barham, President, Transworld Business Advisors of Atlanta Peachtree

Karl Barham is a co-owner and President of Transworld Business Advisors of Atlanta Peachtree, a global leader in business brokerage and Mergers & Acquisitions. Karl is a recognized expert in business sales, valuations, and business coaching. Karl is a licensed Georgia Real Estate agent and 2022 Million Dollar Club member of the Georgia Association of Business Broker’s (GABB). Karl’s 25+ years of expert knowledge in business is now used to help business owners with valuations, business exit planning, M&A, and Business Sales transactions. He speaks the language of small business to help small business owners start/acquire, grow, and then successfully sell and exit businesses.

When Karl is not helping clients, he can be found volunteering and supporting a number of great organizations in the Metro Atlanta area including Atlanta Black Chambers of Commerce, StartMe:Atlanta, and Junior Achievement. He serves on several nonprofit boards including Southwest Gwinnett Chamber of Commerce, Cornerstone Christian Academy, and Global Growers Network.

Karl resides in Peachtree Corners, GA 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.

Business Growth Strategist Michael Pedersen

June 29, 2022 by Karen

Phoenix Business Radio

Business Growth Strategist Michael Pedersen

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Business Growth Strategist Michael Pedersen

Michael Pedersen is hired by growth-minded CEOs and business owners to double their revenues without spending anymore money on marketing or advertising.

Helping clients create a market dominating position will cement their company as the go-to in their local market.

It’s not marketing tactics, it’s sound and effective strategies that will help a company not only survive the competitive environment, but thrive.

Michael has been an entrepreneur since the age of 10, was a division 1 scholarship athlete, then went on to compete for Canada in the Decathlon. He then was a fitness model and private fitness trainer for male CEOs in their homes.

He then launched first online golf fitness membership site in the world and turned it into a 7 figure business. Michael then took that knowledge and now helps business owners grow their revenues and become the best versions of themselves both personally and professionally.

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

Strategize E102

April 28, 2022 by Karen

Phoenix Business Radio

Strategize E102

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Strategize E102

In this episode of Tycoons, Michael Pedersen joins the show to talk about what it means to be a revenue growth specialist. Mike’s background in “content marketing” to include informative and instructional videos has led to his current success as an entrepreneur.

Tune in to hear Mike explain the importance of strategizing your company before you can take your marketing and advertising to the next level. Companies spend hundreds and thousands of dollars on marketing, but they do not have a strategy and therefore their marketing has been ineffective. Mike Pedersen Consulting will work with you to develop your business strategy and start growing your revenue.

Mike has a free book that you can download here: https://yourbusinessgrowthpartner.com/

He’s also looking to interview experienced business owners for his second book. The focus of the book will be to share the strategies from the first book (which was written pre-pandemic) and get insights on to how they think businesses in their industry can benefit from these strategies post-pandemic. If you’re interested in being interviewed, reach out to Mike!

Mike Pedersen is an Business Growth Strategist for businesses ranging between $1m-$5M in revenues. Mike has owned and operated his own successful online business for 19 years, and throughout that time period has gained the knowledge to helping a wide range of businesses in many verticals grow their revenues.

Businesses need to implement a multi-channel strategy to not only grow their revenues but stay competitive. That means knowing your ideal customer/client; the buyer journey; as well as all the possible opportunities to partner with complimentary businesses to explode your growth and revenues.

Connect with Mike on LinkedIn and 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 co-founder of Backbone Planning Partners 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. In 2021, Austin became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses.

Austin and his wife of 23 years, Robin, have two children, AJ (21) and Ella (18) 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 co-founder of Backbone Planning Partners out of Las Vegas, Nevada. He rebranded his practice in 2020 to focus on serving small business owners 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 Backbone Planning Partners to help business owners and their families. At Backbone Planning, 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, Backbone 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. In 2021, Landon became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses by counseling owners about exit options, estimating the value of the business, preparing the business for exit and tax considerations.

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 to 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.

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 Planning Partners is a marketing name for registered representatives of Lincoln Financial Advisors. CRN-4694418-041922

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.

Where Are You Flying To? E70

September 2, 2021 by Karen

Phoenix Business Radio

Where Are You Flying To? E70

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Where Are You Flying To? E70

You do not want to miss this show with Darlene Ziebell; it was so full of great advice for business owners, that even the Tycoons were taking notes! Darlene’s advice is simple: ask questions and listen. Do your market research and don’t believe everything you read online. Go out and ask strangers to understand the market. A few other tips that she believes in are investing in a good mentor and surrounding yourself with a group of professional advisors.

The biggest takeaway from this episode is the importance of a business plan. It should have three components, similar to a pilot’s flight plan: where are you now, where do you want to go, and what are the steps to get you there. Check out more of Darlene’s advice on her YouTube channel where she has a series of free 7-minute videos.

Prominent entrepreneur, author, and business consultant Darlene Ziebell helps others navigate the world of business by advising entrepreneurs on preparing for and overcoming challenges in managing a business. Darlene bases her methods on lessons learned from her own companies and hundreds of consulting clients. She is a former CEO, Director, and public speaker.

In addition to her MBA from Kellogg School of Management at Northwestern University, her extensive career consists of practical experience bootstrapping four startups and advising the Fortune 1000 as a management consultant. Her strategy methodologies are built on real-life experiences.

Connect with Darlene on LinkedIn, 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.

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

Tim Gowens with Metro Wheels & Accessories and Rick Crain with Breakthrough Business Solutions

August 20, 2020 by Mike

Gwinnett Business Radio

Tim Gowens with Metro Wheels & Accessories and Rick Crain with Breakthrough Business Solutions

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Tim Gowens/Metro Wheels & Accessories

Metro Wheels and Accessories is Atlanta’s premier wheel repair and replacement company. They also specialize in vehicle personalization such as custom wheels and accessory add-ons.

Rick Crain/Breakthrough Business Solutions

Breakthrough Business Solutions is Atlanta’s award-winning Business Coaching & Consulting Team for fast-growth businesses. For the past 14 consecutive years, they have been successful in serving the Atlanta business community. They work with business owners to overcome or eliminate the challenges that stand between where they are and where they want to be upon exiting their business, increasing the valuation beyond what they could have achieved on their own.