business broker Archives - Page 2 of 2

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.

Michael Horwitz, Transworld Business Advisors Atlanta North

March 30, 2021 by John Ray

North Fulton Business Radio

Michael Horwitz, Transworld Business Advisors Atlanta North

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Michael Horwitz, Transworld Business Advisors Atlanta North (North Fulton Business Radio, Episode 345)

Business broker Michael Horwitz joins host John Ray to review how the pandemic has affected the market for businesses and their valuations. He also discusses how his experience as a small business owner informs his business brokerage practice and much more. “North Fulton Business Radio” is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

Transworld Business Advisors

For over 40 years, Transworld Business Advisors has been helping entrepreneurs buy and sell businesses. They are a global team of business brokers with over 200 offices worldwide. The Atlanta Business Brokerage is a team of dedicated, highly trained professionals who can assist in every aspect of buying or selling a business.

When a company owner needs to sell their business, they can’t just stick a business for sale sign in the window or yard. They need the assistance of a local business broker to locate, vet potential buyers and guide them during due diligence until the closing. 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. Transworld Business Advisors of Atlanta North focuses on three core concepts: business brokerage, franchise consulting, and franchise development.

Company Website | LinkedIn

Michael Horwitz, Business Broker, Transworld Business Advisors Atlanta North

Michael is a Business Broker and M&A Advisor with Transworld Business Advisors of Atlanta. His years of experience run the gamut from senior management roles in Fortune 500 corporations to leadership positions with venture capital-backed high-tech enterprises.

Michael also brings small business knowledge through his seven years of owning an independent bicycle shop. Michael has been in the north Atlanta area for over 25 years now. He grew up in Cleveland, OH and received his undergrad degree from Case Western Reserve University. After ten years in the workforce, he went back to receive his MBA from Capital University in Columbus, OH.

Michael is an avid cyclist, kayaker, and backpacker.

Questions and Topics in this Interview:

How is the market for business sales and acquisitions?
How are COVID-19 affected businesses faring from a valuation standpoint?
Why should an owner use a business broker?
Michael’s experience as a small business owner

North Fulton Business Radio” is hosted by John Ray and produced virtually from the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

E5 Preparing to Sell Your Business with Lisa Riley

June 3, 2020 by Karen

Phoenix Business Radio

E5 Preparing to Sell Your Business with Lisa Riley

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E5 Preparing to Sell Your Business with Lisa Riley

There are so many aspects of prepping for and selling a business that most business owners do not think about or do anything about. Lisa very clearly outlined in this episode some key things that business owners need to think about so that they are ready to exit their business on their terms.

If you have any desire to sell your business at some point in the future, you won’t want to miss the advice that Lisa gives in this episode. A few easy things to implement that will help you to be prepared to exit on your terms and for top dollar.

Delta Business Advisors is a boutique firm focused on assisting business owners of privately held businesses with the sale or acquisition of a business. Their advisors specialize in business sales transactions, predominantly in Arizona, however, they have experience and contacts throughout the US and the world.

Selling or buying a business is time-consuming and very difficult at times. They provide insight on valuations, market conditions, and manage the due diligence process. This helps to remove the stress and anxiety for the business owner and allows them to keep successfully operating their businesses.

Lisa Riley is the Principal of Delta Business Advisors. She & her team assist sellers and buyers on the sale and purchase of their business.

She earned the prestigious designations of Certified Business Intermediary from the IBBA, Certified Mergers & Acquisitions Professional from Coles College of Business and PhD from Notre Dame. She was awarded the prestigious Tom West Award.

Lisa and her team stay up to date on industry trends. Her industry knowledge and large network of business owners and brokers ensures business owners get maximum exposure when it comes time to purchase or sell a business. With thousands of main street businesses in the Phoenix metro, Lisa has access to a broad spectrum of business types and sizes.

As a current and former business owner, Lisa understands the demands and freedoms of both one’s business and moving into the next phase in life.

Connect with Lisa on LinkedIn and Facebook and follow Delta Business Advisors on Twitter and Instagram.

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 owner of Backbone Financial 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.

Austin and his wife of 21 years, Robin, have two children, AJ (19) and Ella (16) 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 founder of YourFuture Planning Partners out of Las Vegas, Nevada. His firm came to life in 2020 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 YourFuture Planning Partners to help business owners and their families. At YourFuture, 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, YourFuture 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.

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 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.

About The Tycoons of Small Biz Sponsors

Whether you’re an established local company, or a brand new start-up, you can count on GBS to be a part of your family. We’re not just any benefits consulting firm, we’re GBS. We have nearly 30 years of experience in group benefits, a strong sense of purpose and it shows.

Paylocity is a leading provider of cloud-based HR and payroll software solutions headquartered in Schaumburg, IL. Paylocity offers an intuitive, easy-to-use product suite that helps businesses tackle today’s challenges while moving them toward the promise of tomorrow.

Known for its unique culture and consistently recognized as one of the best places to work, Paylocity accompanies its clients on the journey to create great workplaces and help people achieve their best through automation, data-driven insights, and engagement.

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 Financial and Your Future Planning Partners are marketing names for business conducted through Lincoln Financial Advisors Corp. CRN-3110407-060220

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 Radio X is a separate entity not affiliated with Lincoln Financial Advisors Corp.