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Edward Lindsey, Dentons

September 22, 2022 by John Ray

Dentons
Business Beat
Edward Lindsey, Dentons
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Dentons

Frazier & Deeter’s Business Beat: Edward Lindsey, Dentons

Edward Lindsey, head of the Georgia State Government Affairs team at Dentons, joined host Roger Lusby on “Business Beat,” and discussed the impact key issues like transportation, education, and healthcare have on Georgia’s status as the best state for doing business. Ed also talked about his role on the state election board, and the importance of making sure that people have confidence in the outcome of elections. Ed also offered advice to businesses on how to approach government officials about their issues, emphasizing the importance of understanding the other side’s perspective. If you want to get things done in politics, he said, today’s opponents may be tomorrow’s allies.

Business Beat is presented by Alpharetta CPA firm Frazier & Deeter and is produced by the North Fulton studio of Business RadioX®

Dentons

Dentons is the world’s largest law firm, delivering quality and value to clients around the globe. Dentons is a leader on the Acritas Global Elite Brand Index, a BTI Client Service 30 Award winner and recognized by prominent business and legal publications for its innovations in client service, including founding Dentons Global Advisors. Dentons’​ polycentric approach and world-class talent challenge the status quo to advance client interests in the communities in which we live and work.

Company website | LinkedIn

Edward Lindsey, Partner, Dentons

Edward Lindsey, Partner, Dentons

Edward Lindsey is a partner in Dentons’ Public Policy practice and serves as the head of the Firm’s Georgia State Government Affairs team. His focus is on advancing the public policy interests and objectives of clients in the transportation, infrastructure, health care and education sectors.

Edward has more than 38 years of legal, political, and leadership experience, including 10 years as a Georgia state representative and 3 terms as the House majority whip. He also served on the House Appropriations, Judiciary, Education, Ways and Means, and Rules Committees. In addition, he served as a member of the Uniform Law Commission and the Georgia Commission on Family Violence. James Magazine, a statewide political journal, recognized him as one of Georgia’s most influential legislators.

Immediately prior to joining Dentons in 2016, Edward was a partner and head of the litigation practice at Goodman McGuffey Lindsey & Johnson LLP, an Atlanta-based firm he co-founded in 1990.

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, Partner in Charge of Alpharetta office, Frazier & Deeter
Roger Lusby, Partner in Charge of the Alpharetta office of Frazier & Deeter

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.

 

Tagged With: Business Beat, Dentons, education, Edward Lindsey, Frazier and Deeter, Government affairs, Healthcare, infrastructure, Public Policy, Roger Lusby, Transportation

Pete and Kim Folger, Folger Gas Propane, LLC

August 22, 2022 by John Ray

Folger Gas
Business Beat
Pete and Kim Folger, Folger Gas Propane, LLC
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Folger Gas

Frazier & Deeter’s Business Beat: Pete and Kim Folger, Folger Gas Propane, LLC

Pete and Kim Folger joined host Roger Lusby on this edition of Business Beat to discuss their company, Folger Gas. Pete and Kim shared the history of the business, how the company has benefitted from growth in their north Georgia markets, their laser focus on customer service, expansion from their home market of Blue Ridge, and much more.

Business Beat is presented by Alpharetta CPA firm Frazier & Deeter and is produced by the North Fulton studio of Business RadioX®

Folger Gas Propane, LLC

Folger Gas is a third-generation family-owned propane company with a reputation for family values and community engagement. Phil Folger, the company’s founder, started Folger Gas in 1972 to provide agricultural customers with propane. Since then, Folger Gas has been working diligently to meet the residential and commercial propane needs of our community.

Today, they continue to operate with the same commitment to excellence that they’ve strived for over the past 50 years. Since opening the Blue Ridge location in 1990, they have opened two more branches in Jefferson and Hiawassee. Currently, they are the oldest family-owned propane company in the North Georgia region.

Pete and Kim Folger believe in doing things right the first time and always putting their customers’ needs first. Folger is a propane company that delivers on its promises and knows how important it is to keep your home or business running safely and efficiently.

Company website | Facebook | Yelp

Pete and Kim Folger, Owners, Folger Gas Propane, LLC

Pete and Kim Folger, Owners, Folger Gas Propane, LLC

In 1996 Pete and Kim Folger moved to Blue Ridge, GA.  Pete left an eleven-year career in the United States Marine Corps to take a management position with his family business, Folger Gas, LLC.  As an infantry officer and a background in Finance, he had the skills to manage the branch.   Pete came into the business with two additional employees on his first day!  It has grown to three branches and over 40 employees.

Pete is a member of the Georgia High Country Builders Association and The Marine Corps League.

Kim joined the business in 1998.  What started as “filling in where needed” quickly turned into a full-time position.  Her college focuses were Accounting and Finance and her previous job experiences included Ford Motor Credit in Atlanta, GA, and Honolulu, HI.

Kim is a member of Impact Fannin and Chairman of the Board of the North Georgia Mountain Crisis Network.

As a married couple, working together does have its challenges!  They have learned to stay in their territories and work toward the common goal of success!!! Kim and Pete have two children, Greg and Lauren.  Greg has decided to join the family business and is running the new Hiawassee location.  Lauren lives in Atlanta and works at the Shepherd Center.

Kim Folger 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, Partner in Charge of Alpharetta office, Frazier & Deeter
Roger Lusby, Partner in Charge of the Alpharetta office of Frazier & Deeter

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.

 

Tagged With: Blue Ridge, Business Beat, Folger Gas Propane, Frazier and Deeter, Hiawasee, Jefferson, Kim Folger, North Georgia, Pete Folger, Roger Lusby

Scott Jordan, Rose Sharif, and Matthew Ricks, Pinnacle Financial Partners

July 27, 2022 by John Ray

Pinnacle Financial Partners
Business Beat
Scott Jordan, Rose Sharif, and Matthew Ricks, Pinnacle Financial Partners
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Pinnacle Financial Partners

Frazier & Deeter’s Business Beat: Scott Jordan, Rose Sharif, and Matthew Ricks, Pinnacle Financial Partners

On this edition of Business Beat, host Roger Lusby welcomed three seasoned banking professionals, Scott Jordan, Rose Sharif, and Matthew Ricks, who joined Pinnacle Financial Partners in order to start and build the bank’s North Fulton presence. Scott, Rose, and Matt shared why they joined Pinnacle, their perspective on the North Fulton economy, how they plan to grow, Pinnacle’s recognition as a “best place to work,” and much more.

Business Beat is presented by Alpharetta CPA firm Frazier & Deeter and is produced by the North Fulton studio of Business RadioX®

Pinnacle Financial Partners

The Pinnacle approach is a very people-centric one. It takes an unwavering focus and commitment of leadership to make it work.

The same five key business strategies Pinnacle has employed since its inception shape our focus today: Focus on businesses, real estate professionals, and consumers that desire a deep relationship with their financial partner. Provide distinctive service and effective advice. Hire and retain highly experienced and qualified financial services professionals. Offer a full line of financial services including banking, investments, mortgage, trust, insurance, and financial planning. Offer extraordinary convenience.

Pinnacle is much more than a bank. It’s a place for people to find true partners for their business. It’s a place where seasoned professionals give clients unmatched service and advice that betters their financial well-being. And it’s a place where people love coming to work every day.

Company website | LinkedIn | Facebook

Scott Jordan, Senior Vice President / Area Manager, Pinnacle Financial Partners

Scott Jordan, Senior Vice President / Area Manager, Pinnacle Financial Partners

In 1999, Scott was accepted into the SunTrust Bank (now Truist) Management Associate Program. Upon graduation, he served in various roles including Financial Services Representative and Account Executive. He transitioned to BB&T (now Truist) in 2001 and served as a Financial Center Manager and Business Banker.

Scott was recruited by Accenture in 2004 as part of a new team focused on Bank Mergers & Acquisitions. He returned to BB&T (now Truist) in 2005 and spent the next 16 years in various business development and leadership roles including Commercial Banking Relationship Manager, Market President – North Metro Atlanta, Market President – Central Atlanta, and Market President – Northeast Metro Atlanta.

Currently, he is leading the newly created North Metro Atlanta Banking/Financial Services Division for Pinnacle Financial Partners.

Scott currently serves on the Boards of Community Foundation for Northeast Georgia, North Fulton Community Charities, Forsyth Chamber of Commerce, and Leadership Forsyth. Furthermore, he is a graduate of Leadership North Fulton, Leadership Gwinnett, Leadership Forsyth, and Leadership Atlanta.

LinkedIn

Rose Sharif, Senior Vice President / Office Leader, Pinnacle Financial Partners

Rose Sharif, Senior Vice President / Office Leader, Pinnacle Financial Partners

Rose Sharif is the office leader for Pinnacle Financial Partners and will be opening the New Avalon office in Q4 of 2022. She works very closely with the Commercial lenders at her office to help expand current and new clients’ business and personal relationships.

Rose grew up in the Food and Beverage industry working for her family’s business. Once she married, she moved to Houston Texas where she worked as a food and beverage manager for Hilton Hotels and later for the 4 Seasons Hotels. But in 1990 she decided she was ready to raise a family and decided to enter the banking industry. She completed the Management Associate Program for C & S and has held multiple positions in retail bank and the private bank at various institutions.

Rose as a child lived in multiple states but at the age of 15, her parents moved to New Orleans LA where she attended and graduated from St. Mary’s Dominican College. She has a Major in Business Management and Administration with a minor in Finance. In 1985 she married her husband Kaz, and they have 2 wonderful sons, Armand and Cameron, and 2 grandchildren, Iris and Luka. She has lived in the Roswell area the entire time she has lived in Georgia but has worked in the Alpharetta market since 2004.

LinkedIn

Matthew Ricks, Senior Vice President / Financial Advisor, Pinnacle Financial Partners

Matthew Ricks, Senior Vice President / Financial Advisor, Pinnacle Financial Partners

Matthew Ricks comes to Pinnacle Financial Partners with 18 years of banking experience, all of it with the Bank of North Georgia and Synovus. He began as a personal banker but quickly moved into lending after graduating from the Management Trainee program and began working with commercial clients in 2006.

Ricks earned a bachelor’s degree in economics from the University of Georgia and graduated from the Graduate School of Banking at Louisiana State University. He was also a member of the 2013 class of Leadership Cobb.

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, Partner in Charge of Alpharetta office, Frazier & Deeter
Roger Lusby, Partner in Charge of the Alpharetta office of Frazier & Deeter

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.

 

Tagged With: Alpharetta, banking, Business Beat, Frazier and Deeter, Matthew Ricks, Pinnacle Financial Partners, Roger Lusby CPA, Rose Sharif, Scott Jordan

Ed Foye, Discount Waste, Inc., and All Children, Inc.

July 19, 2022 by John Ray

Discount Waste
Business Beat
Ed Foye, Discount Waste, Inc., and All Children, Inc.
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Discount Waste

Frazier & Deeter’s Business Beat: Ed Foye, Discount Waste, Inc., and All Children, Inc.

The founder of Discount Waste, Inc., Ed Foye, was Roger Lusby’s guest on Business Beat. He founded the company from nothing in 1999 and has grown it into a nationwide company. In addition, he is heavily involved in work with All Children, Inc., the non-profit he founded to help the poorest disabled children in orphanages in the poorest countries. Ed talked about the construction industry, the ways Discount Waste retains its talent, the life event that turned his heart towards giving back, his foundation, the ways other companies can get involved, and much more.

Business Beat is presented by Alpharetta CPA firm Frazier & Deeter and is produced by the North Fulton studio of Business RadioX®

Discount Waste, Inc.

Discount Waste, Inc. manages solid waste removal and recycling for customers nationwide.

Their customers rely on them to help define the best possible solutions. They take pride in being able to help customers identify their specific needs and work hard to implement services tailored to each and every situation.

Discount Waste has provided open top dumpsters for small one-night projects as well as services for customers with hundreds of locations. No job is too small or too large when it comes to satisfying the needs of our customers.

Their customer base continues to grow and their business has seen significant year-over-year growth.

Discount Waste’s growth is directly attributed to the hard work and dedication of each employee to provide the best possible services to each customer.

For information on how Discount Waste, Inc. can service your needs, please contact them or fill out a request a quote form. They keep adding services for you to make your project smoother and more cost-effective. They will be glad to assist you.

Discount Waste believes companies have a responsibility to address social issues such as poverty, poor health, lack of education and more. They practice Corporate Social Responsibility (CSR) and choose to make a difference in the lives of less fortunate children.

Their model for corporate social investment is AC3. All Children deserve a voice. All Communities deserve a future. All Companies need a mission to serve. This straightforward model points the way for like-minded companies to give back to those in need.

Their actions incorporate the company’s values of Compassion, Integrity, Service, and Responsibility. These values are reflected in their daily actions, interactions with customers, and those that they seek to help.

Discount Waste supports issues impacting children’s lives in less developed countries with limited welfare services. This year Discount Waste along with All Children, Inc. have supported more than 2,100 children with:

  • Medical Care – Children die needlessly when aid and vaccinations are so easily available but not provided
  • Nutrition – Without proper nourishment, the body and mind cannot grow and prosper
  • Education – The cycle of despair will continue without this opportunity to achieve new heights
  • Shelter – Children abandoned on the streets have no voice and no future

Discount Waste proudly supports allchildren.org. Change will happen when companies, individuals, and nonprofits collaborate to create long-lasting results.

Company website | LinkedIn | Facebook

All Children, Inc.

All Children, Inc. is the vision of founder Ed Foye, CEO of Discount Waste, Inc. As a teenager he survived a life threatening car accident. He had to learn how to walk, talk and complete everyday tasks all over again. With the support of his family and friends, he made a full recovery and went on to graduate from college. He knows that he was given the gift of life a second time.

As a successful entrepreneur and businessman, he has always embraced opportunities to give back to the community. In 2012 he and his wife Amy created a family foundation named International Children’s Foundation of Atlanta to fund special projects serving disabled children in third world countries.

In 2016 he founded All Children, Inc. to provide an opportunity for other like-minded companies and individuals to support children living in some of the poorest countries. So many children with disabilities have tremendous potential, but with no resources they are never given a chance.

All Children began with two projects aiding orphans in Kenya and the Philippines. By the end of the first year they were able to help fund five additional projects that included feeding hundreds of starving children, tuition for children too poor to go school, education for deaf children and medical assistance. All Children currently supports nine projects in four countries.

Currently more than 2,100 children from some of the poorest countries are receiving a second chance in life through All Children’s support. All children have value and through medical assistance, nutrition, education and shelter they will experience a better quality of life. Many of these children have the potential to be future leaders and will someday have their own stories to share.

YouTube | Instagram | LinkedIn | Facebook

Ed Foye, Founder and CEO, Discount Waste, Inc., and Founder of All Children, Inc.

Ed Foye, Founder and CEO, Discount Waste, Inc.

Former waste executive, Ed Foye, founded Discount Waste, Inc. in 1999. With over 20 years of experience in the waste industry, Mr. Foye has built a solid reputation as a national provider of solid waste removal and recycling services.

As a teenager, Ed Foye, CEO of Discount Waste, survived a life-threatening car accident. He had to learn how to walk, talk and complete basic everyday tasks again. With the support of his family and friends, he made a full recovery. Armed with a new perspective in life, Ed wants to help abandoned children in third-world countries have a better quality of life.

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, Partner in Charge of Alpharetta office, Frazier & Deeter
Roger Lusby, Partner in Charge of the Alpharetta office of Frazier & Deeter

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.

 

Tagged With: All Children, allchildren.org, Business Beat, construction waste disposal, Discount Waste, Ed Foye, Frazier and Deeter, orphanages, Roger Lusby

Tim Evans, Evans General Contractors

May 18, 2022 by John Ray

Tim Evans
Business Beat
Tim Evans, Evans General Contractors
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Tim Evans

Frazier & Deeter’s Business Beat: Tim Evans, Evans General Contractors

Tim Evans, Founder and Chairman of Evans General Contractors, joined the show for a wide-ranging conversation, starting with the beginnings of Evans General Contractors to the work he does today to improve the lives of so many Georgians. He and Frazier & Deeter Alpharetta Office Managing Partner Roger Lusby discussed the founding and growth of Evans General Contractors, the need for a succession plan, Tim’s work in the community, how he sees the economy changing because of the pandemic and its implications on education in Georgia, his appointment to the Georgia Board of Regents, and much more.

Business Beat is presented by Alpharetta CPA firm Frazier & Deeter and is produced by the North Fulton studio of Business RadioX®

Evans General Contractors

Evans General Contractors is a National/International Design/Build firm focused on projects in the fields of Pharmaceutical Industry, Advance Technology, Manufacturing, Logistics, and Distribution and Healthcare. Evans has six offices in the United States and one in Germany. The company’s annual revenues are approximately $1.5 Billion.

As a national/international design-build, general contracting, and construction management firm, Evans provides cost-effective solutions and comprehensive project development to clients across a broad spectrum of markets. Whether the requirement is for cold storage, a state-of-the-art distribution center, a high-performance additive manufacturing plant, a mission-critical data center, or an ISO level cleanroom, they create solutions and provide turn-key facilities to some of the best minds and companies in their industries.

They focus our efforts on specific markets including – Manufacturing – Life Sciences – Office & Corporate Environments – Food & Beverage – Healthcare – Distribution & Logistics/Cold Storage Within each market segment, Evans provides the following core services to its clients: – Project Development – Preconstruction & Technical Services – General Contracting & Construction Safety and integrity are guiding principle at Evans.

Evans protect employees, sub-contractors, and facilities by implementing one of the most aggressive safety programs in the industry. Their personal and professional integrity serves as the basis for all business transactions – it is the foundation upon which we build successful long-term client relationships.

Company website | LinkedIn | Facebook

Tim Evans, Chairman and Founder, Evans General Contractors

Tim Evans, Chairman and Founder, Evans General Contractors

Tim is the chairman and founder of Evans General Contractors.

Tim is a Georgia native and graduated from Dunwoody High School in 1976.  He attended UGA and Georgia State and graduated in 1981 with a BBA in Economics. He started construction, working as a laborer and carpenter in 1978 full time while attending college. He graduated and continued working over the next 20 years for four regional General Contractors.

Tim started Evans Contractors in February 2001 and maintained his position as President until February 2020. He stepped down as President and took the role as Chairman.

RT Evans, his son, took over as President. Tim is married to Ellen Evans and his two children, Sarah Evans Rothwein and RT Evans are directly involved with the company.

Tim enjoys hunting, pickleball, golf, and fishing.

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, Partner in Charge of Alpharetta office, Frazier & Deeter
Roger Lusby, Partner in Charge of the Alpharetta office of Frazier & Deeter

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.

 

Tagged With: Alpharetta, Board of Regents, Business Beat, commercial construction, Evans General Contractors, Frazier and Deeter, Roger Lusby, Tim Evans

Robert Swarthout, Teton Crypto Capital

April 20, 2022 by John Ray

Teton Crypto Capital
Business Beat
Robert Swarthout, Teton Crypto Capital
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Teton Crypto Capital

Frazier & Deeter’s Business Beat: Robert Swarthout, Teton Crypto Capital

Robert Swarthout, Principal at Teton Crypto Capital, was Roger Lusby’s guest on this episode of Business Beat. Robert discussed the basics of cryptocurrency, its characteristics, the prospects of regulation in the future, the return cycle of crypto, stablecoins, the basic details of his new fund, and much more.

Business Beat is presented by Alpharetta CPA firm Frazier & Deeter and is produced by the North Fulton studio of Business RadioX®

Teton Crypto Capital

Teton Crypto Capital is a cryptocurrency investment management business focused on making investments in cryptocurrencies that have a commercial use case.

Robert Swarthout, Principal, Teton Crypto Capital

Robert Swarthout, Principal, Teton Crypto Capital

Robert is the principal of TCC. Everyone that meets Robert quickly sees his passion for all things crypto. Whether that is investing in cryptocurrencies or other problems that blockchain tech can solve, he is never shy to have a conversation with others.

Robert has over 15 years of experience being a bootstrapped founder. He has successfully launched and grown two SaaS businesses, the most recent being an exit to private equity.

He knows what it takes to find product-market fit, ideate around business models, and build a world-class team.

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, Partner in Charge of Alpharetta office, Frazier & Deeter
Roger Lusby, Partner in Charge of the Alpharetta office of Frazier & Deeter

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.

 

Tagged With: Bitcoin, Business Beat, CBCC, cryptocurrency, Frazier and Deeter, Robert Swarthout, Roger Lusby, stable coin, stablecoins, Teton Crypto Capital

John E. Hall, Jr. and Alex B. Kaufman, Hall Booth Smith, P.C.

March 16, 2022 by John Ray

Hall Booth Smith
Business Beat
John E. Hall, Jr. and Alex B. Kaufman, Hall Booth Smith, P.C.
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Hall Booth Smith

Frazier & Deeter’s Business Beat: John E. Hall, Jr. and Alex B. Kaufman, Hall Booth Smith, P.C.

John E. Hall, Jr. and Alex B. Kaufman, partners at Hall Booth Smith, PC, joined Roger Lusby and Donna Beatty from Frazier & Deeter to celebrate the opening of Hall Booth Smith’s new Alpharetta office, located in Avalon and sharing a floor with Frazier & Deeter. John and Alex discussed the unique way they serve their clients with a team model, what this move means for their firm, their excitement about being in Alpharetta, how this office helps attract talent to the firm, client success stories, and much more. Business Beat is presented by Alpharetta CPA firm Frazier & Deeter.

Hall Booth Smith, P.C.

Established in 1989, Hall Booth Smith, P.C. (HBS) is a full-service law firm with six regional offices strategically located throughout Georgia, as well as offices in Birmingham, AL; Little Rock and Rogers, AR; Denver, CO; Jacksonville, Miami, St. Petersburg, Tallahassee, Tampa, and West Palm Beach, FL; Missoula, MT; Asheville and Charlotte, NC; Saddle Brook, NJ; New York, NY; Oklahoma City, OK; Charleston, SC; and Memphis and Nashville, TN.

Experienced across a wide range of legal disciplines, HBS prides itself on providing knowledgeable, proactive, client-specific counsel to individuals, domestic and international corporations, state and federal agencies, and nonprofit organizations.

At HBS they possess the legal knowledge, skill, and experience to meet our clients’ needs wherever they do business. HBS maintains the highest commitment to serve clients ethically and professionally by providing the highest quality legal representation.

Company Website | LinkedIn | Facebook

John E. Hall, Jr, Partner, Hall Booth Smith, P.C.

John Hall, Jr, Partner, Hall Booth Smith, P.C.

John E. Hall, Jr. is one of the founding partners of Hall Booth Smith, and he is dedicated to making it the finest litigation firm in the Southeast.

John specializes in the defense of high exposure cases, including medical malpractice, batch claims, construction, commercial litigation, mass torts, transportation and products liability. During his legal career, he has tried more than 125 cases to resolution.

His expertise in high exposure birth trauma and catastrophic cases resulted in his being named National Counsel for several major insurance carriers. This National Counsel Program establishes a litigation approach, which enables a team of specialized attorneys to become involved and assist local counsel on high-exposure cases at all phases of the legal process.

John also maintains a robust corporate practice in International, International Trade and Finance, Arbitration/Mediation, Business Structures, Health Care and Commercial Litigation.

John is a former member of the Board of Directors of the USLAW Network, a premier organization of independent law firms with offices throughout the United States that provides high-quality legal services without unnecessary expense to clients.

He is actively involved in a number of professional organizations and is often invited to speak at industry gatherings and continuing legal education programs. In addition, he is closely involved in developing and providing educational materials to clients.

John serves as an Honorary Consul to the Country of Georgia and is Chairman of the Atlanta-Tbilisi Sister City Committee where he actively engages in developing international relationships between the state of Georgia and the country of Georgia.

LinkedIn

Alex B. Kaufman, Partner, Hall Booth Smith, P.C.

Alex B. Kaufman, Partner, Hall Booth Smith, P.C.

Alex B. Kaufman is a Partner in our Atlanta office, and he is an experienced trial attorney who represents clients on business transactions, commercial matters, employment, and securities issues. He also counsels clients on government relations, employment issues, as well as corporate and franchise matters.

Before joining Hall Booth Smith, Alex was a partner at a national law firm and other Atlanta firms where he concentrated his practice on business law and business litigation as well as corporate matters and a wide range of employment and commercial disputes.

During law school, Alex served in Georgia Governor Sonny Perdue’s Office of Executive Counsel, and he held positions in the Appellate and Trial divisions of the Cobb County District Attorney’s Office.

Alex’s wide-ranging work and internship experience include the U.S. Department of State’s Diplomatic Affairs Division, Fulton County Superior Court Judge Craig L. Schwall, Sr.’s chambers, and The United States House of Representative’s Judiciary Committee’s Subcommittee of Crime, Terrorism, and Homeland Security.

Alex is active in Republican politics and civic leadership and was honored to be the GOP’s nominee for State House District 51. Alex has served in several Republican Party leadership positions, including serving on the State Executive Committee as well as the Fulton Country and 6th Congressional District’s General Counsel. Alex has also worked on many political campaigns, including at the Presidential level.

Community involvement is important to Alex, and he has spent considerable time on the boards of many philanthropic and educational organizations including the Georgia Rotary Student Program, The Roswell Rotary Club, The Star House Foundation, The Emory University Annual Fund, The Roswell Arts Fund, and The Westminster Schools Young Alumni Council.

Alex is passionate about trial advocacy and for years has coached the Westminster Schools’ mock trial team as well as served as an adjunct faculty member at Emory School of Law’s Trial Advocacy Program – Trial Techniques.

Alex earned a Juris Doctorate degree from Emory University School of Law and has worked as an adjunct faculty member to teach courses on trial techniques. He completed a Bachelor of Arts degree at Hamilton College and graduated with honors.

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, Partner in Charge of Alpharetta office, Frazier & Deeter
Roger Lusby, Partner in Charge of the Alpharetta office of Frazier & Deeter

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.

 

Tagged With: Alex B. Kaufman, Alpharetta CPA firm, Business Beat, Donna Beatty, Frazier & Deeter's Business Beat, Frazier and Deeter, Hall Booth Smith, John Hall Jr, law firm, Roger Lusby

John Coleman, Author of HBR Guide to Crafting Your Purpose

February 16, 2022 by John Ray

John Coleman
Business Beat
John Coleman, Author of HBR Guide to Crafting Your Purpose
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John Coleman

Frazier & Deeter’s Business Beat: John Coleman, Author of HBR Guide to Crafting Your Purpose

John Coleman, author of HBR Guide to Crafting Your Purpose and Managing Partner at Sovereign’s Capital, discussed with host Roger Lusby his firm’s work investing in redemptive companies. John also covered themes from his new book, including why finding purpose runs deeper than just the “hero’s journey,” the elements of a life that build meaning, why relationships are a cornerstone of purpose, the role of purpose in the workplace, and much more. Business Beat is presented by Alpharetta CPA firm Frazier & Deeter.

John Coleman, Author of HBR Guide to Crafting Your Purpose

John Coleman, Author of HBR Guide to Crafting Your Purpose

John Coleman is an investor, writer, and public speaker. A frequent contributor to Harvard Business Review, John and his work have been featured in Forbes, the Washington Post, the New York Times, the Financial Times, and the Los Angeles Times among other publications. He previously published Passion & Purpose (HBP, 2011) and How to Argue Like Jesus (Crossway, 2009). A frequent public speaker, John has addressed hundreds of audiences on college campuses, at conferences, and for corporations and non-profits.

In January 2022, John published HBR Guide to Crafting Your Purpose. John debunks three misconceptions about purpose at work: that purpose is found, that you have only one, and that it remains the same over time. Packed with tips and advice for how you can cultivate more meaning in your life and at work, this book teaches you how to endow everything you do with purpose each day.

John is a Managing Partner at Sovereign’s Capital, which invests in public equities, private equity, and venture capital. He has prior experience at McKinsey & Company, Invesco, and Bridgewater Associates, among others. He’s active in the community, with current or prior experience on the boards of Berry College, the DeKalb County School System, the Georgia Student Finance Commission, the Georgia Charter Schools Association, and the Georgia Independent College Association. He’s been recognized as a Term Member at the Council on Foreign Relations, a Presidential Leadership Scholar, and as one of both Georgia Trend’s and the Atlanta Business Chronicle’s “40 Under 40.”

John is a summa cum laude graduate of Berry College, where he was the student commencement speaker. He’s an MBA graduate with High Distinction from the Harvard Business School, where he was Class Day Speaker and a Dean’s Award Winner. And he’s an MPA graduate of the Harvard Kennedy School, where he was a George Fellow and a Zuckerman Fellow.

John lives in Atlanta with his wife Jackie, their four young children, and a menagerie of small animals, including a bearded dragon affectionately named “Bruce Willis.”

John’s Website | LinkedIn

Sovereign’s Capital

Sovereign’s Capital provides capital and strategic partnership to values-driven, market-leading companies and funds with potential for outsized returns for all stakeholders.

Sovereign’s has four main practices: early-stage venture capital, lower middle-market private equity, fund of funds, and public markets.

Sovereign’s is distinct in its capacity to match values-motivated entrepreneurs with aligned investors, its ability to hold investments long term, its willingness to customize solutions to owner needs, and the excellence with which it executes through disciplined strategic, operational, and financial partnership.

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, Partner in Charge of Alpharetta office, Frazier & Deeter
Roger Lusby, Partner in Charge of the Alpharetta office of Frazier & Deeter

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.

 

Tagged With: Business Beat, finding purpose, Frazier and Deeter, HBR Guide to Crafting Your Purpose, John Coleman, purpose, redemptive companies, redemptive investing, Roger Lusby, Sovereign's Capital

David Marsden, Advanced Merch

January 19, 2022 by John Ray

Business Beat
Business Beat
David Marsden, Advanced Merch
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Advanced Merch

Frazier & Deeter’s Business Beat: David Marsden, Advanced Merch

Since buying the business fifteen years ago, Advanced Merch co-owner David Marsden, along with his brother Chris, succeeded both by growing with their customers and going out of their way to take care of employees. David joined Frazier & Deeter’s Donna Beatty and Business RadioX host John Ray to discuss the lessons he’s learned along the way, his company’s philosophy of staying close to their clients to help them grow, navigating supply chain challenges, and much more. Business Beat is presented by Alpharetta CPA firm Frazier & Deeter.

Advanced Merch

Advanced Merch is a shop of wonders. From the drawing board to the screen press, they’ve got you covered for all your merchandise needs. Their team of craftsmen and experts has been working in the apparel and e-commerce business for over two decades. They offer custom embroidered and screen printed apparel, promotional products for every occasion, and product fulfillment for companies and brands. Hundreds of clients return to their shop for our extensive catalog of options and styles as well as their direct communication with each person. Advanced Merch believes a company should be socially conscious and have worked directly with many charities and social ventures to help them find the most affordable options without sacrificing quality.

Company website | Facebook | Twitter | LinkedIn | Instagram

David Marsden, Co-owner, Advanced Merch

Advanced Merch
David Marsden, Co-owner, Advanced Merch

David Marsden is the co-owner of Advanced Merch along with his brother, Chris Marsden. Their family-owned and operated business has been providing the best in custom screen printed and embroidered apparel and promotional products since 2004. Their professional full-service merchandising and fulfillment options will take your brand or company to the top level.

 

 

Donna Beatty, Frazier & Deeter

Donna Beatty, Frazier & Deeter

As a Partner in Frazier & Deeter’s Tax Department, Donna Beatty brings a wealth of professional tax and accounting knowledge to the firm. Her experience includes providing comprehensive tax planning, review, advisory and compliance services to closely held businesses, high net-worth individuals and professional services groups. She also has extensive experience consulting with small businesses on financial software.

Donna has worked with clients in a variety of industries that include real estate, construction, manufacturing & distribution, retail, professional services, technology, entertainment and family owned businesses. She specializes in helping law firms and real estate investment groups with complex tax matters. Her expansive industry knowledge allows Donna to provide background insight in an evolving market. She has successfully represented clients with the Internal Revenue Service, including a specific tax case in which she persuaded the IRS to agree to her argument in Washington, D.C.

Donna prides herself on her solid professional relationships with clients and thrives on learning and fulfilling her clients’ needs and expectations. Until 1994, she was a principal at Frazier & Deeter, before moving on to become a partner at small local accounting firm. Donna rejoined FD in January 2010 to better serve the needs of her clients.

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, Partner in Charge of Alpharetta office, Frazier & Deeter
Roger Lusby, Partner in Charge of the Alpharetta office of Frazier & Deeter

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.

 

Tagged With: Advanced Merch, Business Beat, custom apparrel, David Marsden, embroidered apparel, Frazier and Deeter, promotional products, screen printed apparel, Screen Printing

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