CPa Archives - Page 3 of 10 - Business RadioX ®

Ron Bracewell, BatesCarter, and Grant Brim, Brim Law, LLC

July 14, 2022 by John Ray

North Fulton Studio

Ron Bracewell, BatesCarter, and Grant Brim, Brim Law, LLC

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Ron Bracewell, BatesCarter, and Grant Brim, Brim Law, LLC (ProfitSense with Bill McDermott, Episode 34)

Host Bill McDermott was joined by two superb guests on this edition of ProfitSense. Ron Bracewell of BatesCarter discussed business valuation from his perspective as a CPA. Ron covered how a valuation can be used in planning an exit, issues a business owner needs to consider in getting a valuation, and more. Business attorney Grant Brim also joined the show to discuss various legal problems he’s seeing among small businesses today, including trademark infringement. Finally, Bill closed with a commentary on key performance indicators.

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

BatesCarter

BatesCarter is a full-service firm founded in 1962, offering traditional accounting, tax and audit services, enhanced with a range of advisory, valuation and consulting services. Their clients are closely held businesses, not-for-profit organizations, government entities and individuals.

They are uniquely experienced and trained to assist clients at every stage of growth, helping them reach their goals and build value, now and in the future. Just like their clients, they are business people, sharing the same challenges and facing the same decisions their clients do. They know that the financial decisions their clients make today will shape their future.

For that reason, they are dedicated to doing their very best every day. As trusted advisors they know that their clients rely on them for timely, relevant guidance. They look forward to exceeding expectations. Always.

Company website | Facebook | LinkedIn

Ron Bracewell, CPA, APV, Managing Partner, BatesCarter

Ron Bracewell is a CPA with nearly 40 years experience in a variety of areas of public accounting including audit, tax and consulting. He is also Accredited in Business Valuation (ABV) recognizing his substantial experience and knowledge in valuations of closely held businesses.

In addition to his technical responsibilities to his clients, he is the Managing Partner of BatesCarter attending to its administrative and strategic needs. Much of Ron’s time is devoted to his clients’ business transfer challenges including estate, gift and valuation consulting for succession planning as well as M&A consulting for sales of entire companies or controlling interests.

Ron and his wife, Susan, just celebrated their 35th anniversary and are the proud parents of 3 sons. They are also blessed with 2 grandsons. Over his career, he has held a variety of leadership positions in community, religious, and business organizations.

When not working or volunteering, he enjoys golf, guitar, and of course, grandchildren!

Brim Law, LLC

Brim Law represents businesses throughout the state of Georgia as their outsourced in-house counsel. The firm’s services cover a variety of issues, including consultation and document preparation, employment relationships, vendor agreements, general contract review, asset purchases, mergers, and brand protection, to name a few.

Brim Law strives to provide the highest quality legal representation to each and every client. The firm works closely with its clients to answer their questions, explain their rights and obligations, and ultimately to protect their interests.

Company website | Facebook | LinkedIn

Grant Brim, Founder, Brim Law, LLC

Grant Brim is a business attorney in Roswell, and the founder of Brim Law, LLC. Grant has been in practice for fifteen years and started his firm in 2011. After graduating from Georgia State University Law School in 2007, Grant practiced primarily as a litigator for several years. His litigation experience informs his work daily as he understands the mistakes and pitfalls that can expose companies to unforeseen and costly liabilities. Over the years, Grant’s practice evolved from litigating business disputes to helping prevent them in the first place.

His legal services are geared towards helping clients navigate the often treacherous legal landscape that comes with running a business. Grant is focused on providing quality representation to his clients. He appreciates the opportunity to develop relationships with his clients that will endure over the life of their businesses. Grant’s goal is to be a trusted advisor for his clients for the myriad of legal issues that small and medium size businesses face.

Grant has lived in Roswell since 2009 with his beautiful wife and best friend, Elina, and their son, Nathan.

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.

Bradley Carroll, Progressive Lighting, and Gary Clayton, Superior Business Management

June 9, 2022 by John Ray

North Fulton Studio

Bradley Carroll, Progressive Lighting, and Gary Clayton, Superior Business Management

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Bradley Carroll, Progressive Lighting, and Gary Clayton, Superior Business Management (ProfitSense with Bill McDermott, Episode 33)

A major theme of this edition of ProfitSense was accounting, as host Bill McDermott welcomed two CPAs, Bradley Carroll, CFO of Progressive Lighting, and Gary Clayton, CFO of Superior Business Management. Bradley discussed his move from a CPA firm to in-house practitioner, the significant problems associated with logistics and sourcing products internationally, and more. Topics Gary addressed included enhancing the value of the business, major challenges business owners face today, and why misclassifying employees is so high-risk for such small savings.

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

Progressive Lighting, Inc.

Progressive Lighting, Inc. is a family-owned business with a 50-year history. As the largest chain of residential lighting showrooms in the Southeastern United States, Progressive Lighting has a national reputation for stylish and unique lighting fixtures, superior value, and unparalleled customer service.

The company operates retail locations in Georgia, Texas, and North Carolina, under both the Progressive Lighting and Lee Lighting brand names. Furthering Progressive Lighting’s leadership in residential lighting is Savoy House, the company’s wholesale brand, which offers a full catalog of elegant, high-quality lighting and accessories for the home.

With central distribution from Duluth, Georgia, Savoy House is available nationwide through many of the finest lighting showrooms in the U.S. More recently, the company launched an e-commerce brand, LightsOnline.com, which features thousands of residential lighting products from many of the top lighting brands.

Company website | Facebook | Twitter

Bradley Carroll, CFO/VP Shared Services, Progressive Lighting

Bradley is a seasoned financial professional having had a diverse career spanning internal audit, banking, manufacturing, logistics, income tax, financial statement audits, and building and selling a CPA firm that still operates today.

He has presented on numerous compliance, risk management, and control topics at national and international conferences in his career. Bradley not only is a CPA, but he is a Certified Internal Auditor, Certified Financial Services Auditor, Certified in Risk Management Assurance, Certified in Financial Forensics, and holds a Qualification in Internal Audit Leadership.

In addition to his role at Progressive Lighting, Bradley is interested to join a local board of directors with interest in serving on the audit or risk committee.

He’s been married to the lovely Dawn Carroll for 26 years with a 15-year-old son, Harris, at Wesleyan and a 4-year-old yellow lab Geronimeaux.

Superior Business Management

SBM serves high-net-worth clients from business, sports, and entertainment, who rely on them as their “Personal CFO.” They provide customized business, lifestyle, and financial advisement services that address the most time-consuming and complex financial responsibilities that one encounters in daily life.

Superior Business Management bridges those gaps by doing what needs to be done while protecting the interests of each client. Their goal is to alleviate the concerns that financial burdens put upon clients so they can focus on what they do best. SBM’s level of service is customized and can range from bill pay, banking set-up and management, payroll, and business advisement.

Company website | Facebook

Gary Clayton, CFO, Superior Business Management

Gary is a CPA with experience in a variety of industries. As a partner in Superior Business, he provides valuable insight into running profitable companies and creating wealth for its shareholders and employees. Superior Business Management is a firm that provides accounting and tax services to entertainers, wealthy individuals, and small businesses. The firm was founded by Kris Benson, former major league baseball player, in 2014. Gary has been involved since 2015.

Gary Clayton graduated from Presbyterian College in 1975 with a Bachelor of Science in Business Administration. He passed the CPA exam in 1978 and was a partner in Clayton Paulk and Associates. Mr. Clayton originated and owned Micro/Net Solutions, Inc. from 1995 until 2009. After this venture, Gary returned to the accounting field, and over the years, has served as a “Part-time CFO” for numerous companies. In 2015, he joined Superior Business Management, Inc.

Gary is at his best when helping Entrepreneurs, Business Owners, and Executives quickly understand their financial position and guide them through key areas for future growth. His ideal clients are those who do not have the means for a full-time CFO but know they need to address key areas that include: Minimizing tax obligations, hiring new employees, improving cash flow, and maintaining profitability while keeping a watchful eye on risk management. He serves business owners who need guidance in areas of finance and business operation, who may also lack a formalized infrastructure and future growth plan.

Gary Clayton currently resides with his wife in Hoschton, Georgia. They are members of Cannon United Methodist Church, where he teaches a weekly Bible study.

Gary can be reached by email.

About ProfitSense and Your Host, Bill McDermott

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

Jeff Hawkins, Carr, Riggs & Ingram

May 24, 2022 by John Ray

North Fulton Business Radio

Jeff Hawkins, Carr, Riggs & Ingram

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(North Fulton Business Radio, Episode 458)

Jeff Hawkins, Transaction Advisory Partner with Carr, Riggs & Ingram, joined host John Ray to discuss the environment for selling middle market businesses and the mergers & acquisitions environment generally. . Jeff covered the pandemic’s effect on M&A activity in the last two years, including the wave of sales at year end 2021. He discussed the due diligence process a seller will encounter, a Quality of Earnings Report, the role of audited financials, and much more.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Carr, Riggs & Ingram (CRI) is a Top 25 nationally ranked accounting and advisory firm driven by relationships to cultivate growth.

From traditional accounting services to leading-edge business support, technology resources, and assurance offerings, CRI’s breadth and depth of expertise take you from compliance to competitive advantage.

Today, after 25 years of consistent growth since our formation, Carr, Riggs & Ingram is among the Top 25 firms nationally with no plans of slowing anytime soon. Despite this growth and the technological and automation disruption of the accounting industry, they still pride themselves on delivering actionable insights and solutions based on their founding principles of tailored client service, respect for all, and unyielding integrity.

Company Website |LinkedIn | Facebook

**Jeff Hawkins, Transaction Advisory Partner, Carr, Riggs & Ingram**

Jeff provides attest services for middle to lower-middle market, privately held companies. He also leads the Transaction Advisory Services team (TAS) in CRI’s Atlanta office for quality of earnings, target working capital, and other due diligence projects. He works closely with dealerships and provides consumer and business services.

Jeff’s clients enjoy working with him because of his experience working with businesses in varying industries and his willingness to stay involved in every engagement.

Questions and Topics in this Interview:

The current state of the M&A world
Why was 2021 so busy
Impacts of labor constraints on professionals in M&A
Current trends in M&A

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank 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.

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked from scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

The Immensely Valuable CPA

May 11, 2022 by John Ray

North Fulton Studio

The Immensely Valuable CPA

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The Immensely Valuable CPA

What are the characteristics of an immensely valuable CPA, one who clients cannot do without? The answer goes beyond degrees, designations, and even technical expertise. A story here not just for CPAs but all professional services providers.

The Price and Value Journey is presented by John Ray and produced by the North Fulton studio of Business RadioX®.

TRANSCRIPT

John Ray: [00:00:00] Hello. I’m John Ray on the Price and Value Journey. Recently, I sat with an older business owner who is a 50/50 partner with a relative. They’re getting closer to that inevitable time when they are transitioning out of the business and there are problems. The relative’s behavior is erratic, and the business has some unique characteristics, which will make a sale challenging. This owner was wondering how he could navigate all this, a situation which could turn into a quagmire, if not handled just right.

I asked him who among their professional services providers could help mediate and walk through with the two of them this business transition. It had to be someone both he and his relative trusted implicitly. We agreed that having the right person there to smooth any friction would save a lot of hurt feelings, anxiety, and maybe a bunch of legal bills if everything descended into a legal fight. The business attorney had just passed away, but the long-time CPA for the business was still active. Do both of you trust – I’ll call him – Joseph? “Do you value Joseph’s opinions?” I asked him. Do both of you listen to him? How’s his bedside manner? I asked several questions like this about Joseph, and all the answers led to a conclusion this man agreed with, that. Joseph, the CPA was the ideal person, possibly the only person to companion the two of them through the looming transition.

Now, what makes Joseph not just important, but immensely valuable to these two business partners? What is it that makes Joseph seem irreplaceable at this point? Is that his knowledge of the tax code? His ability to help them craft a business transition, which saves both a large tax bill? His accuracy in filing tax returns? The fact that he’s been through 40 or more tax seasons? No, it’s none of these things, actually. All his experience and his qualifications are important, to be sure, but that’s not what makes Joseph more than just important. What makes Joseph immensely valuable here? What makes Joseph seem priceless as an advisor?

Joseph’s value as a professional services provider lies in his experience with these two partners. The trust he has engendered with them over time, his demeanor and his ability to mediate tough situations. All of these factors are intangibles. Intangibles that are not available with anyone else, it seems. Intangibles that these two partners can’t find with a Google search. It’s yet another example of why, ultimately, your content, your experience, your certifications as a professional services provider is not, ultimately, what drives your practice. Whether it’s your knowledge of the tax code if you’re a CPA, or social media platforms if you’re a marketing or branding expert, or the law if you’re attorney, your value lies in intangibles that, sometimes, you’re not able to see if we don’t understand what the client sees. Your value lies in more, much more than just your experience, certifications and the content that you give the world. So, what are those intangibles your clients see in you, which make you priceless to them? Do you know? If not, maybe it’s time to start asking them those questions.

I’m John Ray on the Price and Value Journey. Past episodes of this series can be found on your favorite podcast app, or you can find the entire show archive at PriceValueJourney.com. You’re welcome to send me a note, John@JohnRay.co. Thank you for joining me.

About The Price and Value Journey

The title of this show describes the journey all professional services providers are on: building a services practice by seeking to convince the world of the value we offer, helping clients achieve the outcomes they desire and trying to do all that at pricing which reflects the value we deliver.

If you feel like you’re working too hard for too little money in your solo or small firm practice, this show is for you. Even if you’re reasonably happy with your practice, you’ll hear ways to improve both your bottom line as well as the mindset you bring to your business.

The show is produced by the North Fulton studio of Business RadioX® and can be found on all the major podcast apps. The complete show archive is here.

John Ray, Host of The Price and Value Journey

John Ray The Price and Value Journey — **John Ray, Host of “The Price and Value Journey”**

John Ray is the host of The Price and Value Journey.

John owns Ray Business Advisors, a business advisory practice. John’s services include advising solopreneur and small professional services firms on their pricing. John is passionate about the power of pricing for business owners, as changing pricing is the fastest way to change the profitability of a business. His clients are professionals who are selling their “grey matter,” such as attorneys, CPAs, accountants and bookkeepers, consultants, marketing professionals, and other professional services practitioners.

In his other business, John is a Studio Owner, Producer, and Show Host with Business RadioX®, and works with business owners who want to do their own podcast. As a veteran B2B services provider, John’s special sauce is coaching B2B professionals to use a podcast to build relationships in a non-salesy way which translate into revenue.

John is the host of North Fulton Business Radio, Minneapolis-St. Paul Business Radio, Alpharetta Tech Talk, and Business Leaders Radio. house shows which feature a wide range of business leaders and companies. John has hosted and/or produced over 1,300 podcast episodes.

Connect with John Ray:

Website | LinkedIn | Twitter

Business RadioX®: LinkedIn | Twitter | Facebook | Instagram

Nikki Rohloff, Rohloff Associates, LLC

April 4, 2022 by John Ray

Minneapolis St. Paul Business Radio

Nikki Rohloff, Rohloff Associates, LLC

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Nikki Rohloff, Rohloff Associates, LLC (Minneapolis-St. Paul Business Radio, Episode 36)

While most other CPAs are working eighty-hour weeks ahead of the April tax filing deadline, the team at Rohloff Associates is committed to fifty-hour weeks as well as eliminating hourly billing. It’s just two ways her firm defies the expectations of how a CPA firm can work, says managing partner Nikki Rohloff. Nikki joined host John Ray to discuss her CPA firm’s unique business model, how and why they integrate talent selection and team effectiveness into their service offering, and much more. Minneapolis-St. Paul Business Radio is produced virtually by the Minneapolis St. Paul studio of Business RadioX®.

Rohloff Associates, LLC

Rohloff understands that many CPA firms tout similar ideologies.

That would make complete sense considering numbers are numbers. However, they aspire to do things differently at Rohloff Associates. To them you aren’t just a number.

Their desire was and still remains to defy the expectations of how a CPA firm can work. Their story over nearly the past two decades is for their clients to know Rohloff Associates as their Relational CPA firm. In the effort to do so, they have removed the billable hour model which has opened the door to conversation with clients and their families on a level like no other.

Company website | LinkedIn | Facebook

Nikki Rohloff, Managing Partner, Rohloff Associates, LLC

Nikki Rohloff recognized at an early age that fostering relationships was a foundational building block. She continued to hone that skill as she acquired a Bachelor of Arts in Accounting & Sociology.

Nikki is the expert and friend you want by your side when the landscape of life is uncertain. Her responsibilities over the years have run the full spectrum. With a background in Sociology, Nikki’s warm personality and collaborative style foster an implicit foundation of trust with her clients. In her role as a Rohloff Associates Partner, she understands that there are often difficult conversations that need to be broached when planning for the future, but her can-do spirit readily navigates many of those moments.

Questions and Topics Discussed in this Episode

What makes your firm different than other CPA firms?
How do team engagement and behavioral assessments make a difference to your clients?
What have clients been struggling with during the pandemic?
Why is hiring to your culture so imperative?

Minneapolis-St. Paul Business Radio is hosted by John Ray and produced virtually from the Minneapolis St. Paul studio of Business RadioX®. 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.

E. Martin Davidoff, Prager Metis

March 9, 2022 by John Ray

Business Leaders Radio

E. Martin Davidoff, Prager Metis

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E. Martin Davidoff, Prager Metis

Marty Davidoff, Partner-in-Charge of the National Tax Controversy Practice with Prager Metis, joined host John Ray to cover several important tax issues for this tax season. They discussed this year’s different tax filing deadline, current challenges at the IRS, how to navigate payment of back taxes and estimates, little-known deductions, tax reporting challenges with cryptocurrency, and much more. Business Leaders Radio is produced virtually from the Business RadioX® studios in Atlanta.

Prager Metis

Prager Metis is a top international advisory and accounting firm with over 100 partners and principals, more than 600 team members, and twenty-four offices worldwide including New York, New Jersey, California, D.C. Metro, Connecticut, Florida, Massachusetts, Nevada, North Carolina, London, UK, Chennai, India and the Metaverse.

Clients come to Prager Metis for the expert advice that protects and grows the value of their world—whether that world is local or extends across international markets.

As one of the nation’s fastest-growing firms offering a full range of accounting, audit, tax, consulting, and international services, Prager Metis helps make Your World. Worth More.

Company website | LinkedIn | Twitter | Facebook | Instagram

E. Martin Davidoff, Partner-in-Charge, National Tax Controversy Practice, Prager Metis CPA

E. Martin Davidoff is the Partner-in-Charge – National Tax Controversy Practice of Prager Metis CPAs, a member of Prager Metis International Group. He has been practicing in the accounting industry for over 40 years.

Marty is a renowned expert in IRS and State tax controversy resolution as well as State and Federal income tax matters and Federal tax lien withdrawals. He has written over 30 articles on IRS representation in CPA Magazine and spoken on various tax issues on platforms including Fox News, WPIX, and a number of radio shows. In addition, Marty is experienced in business start-ups, tax planning for both individuals and businesses, and the taxation of S-corporations and limited liability companies.

Marty’s extensive knowledge, contacts, and experience allow him to develop a thorough and comprehensive strategy to resolve tax controversies and deliver results effectively. Marty provided his clients with compassionate, reliable service and is willing to go to great lengths to get the possible outcomes. Clients who meet Marty on tax controversy matters receive Marty’s detailed notes and a specific plan of action prior to leaving the meeting, relieving stress and providing peace of mind.

His comprehensive client service approach has led Marty to win several awards, including Account Today’s 100 Most Influential People in Accounting for seven straight years. He has also previously been named by the US Small Business Administration as the Regional Advocate of the Year for small businesses and has participated in two White House conferences on Small Business.

In his spare time, Marty is dedicated to philanthropic endeavors, enjoying his grandchildren, and playing basketball, pickleball, and poker. Most notably, he is the Founder and Executive Director for Make A Smile Foundation Inc., a charity holiday shopping spree that benefits children in economic need.

Marty is also the owner of E. Martin Davidoff, Attorney at Law, which specializes in the resolution of Federal and State tax controversies, including representation before the IRS and in the United States Tax Court. Marty is admitted to practice law in the State of New York and New Jersey and has firm members or of counsel relationships allowing the firm to practice in 36 additional states.

Questions and Topics

Tax Filing Due Date this year
Payment of estimated taxes and balances due
What to do if you are audited?
What if you owe money to the IRS?
What about IRS matching notices (CP-2000s) how to deal with them.
Cryptocurrency: Should you be using it in your business? What are the tax impacts?
How to sell real estate with IRS Liens
Some overlooked deductions
State tax issues
Unemployment Fraud…got a 1099-G for unemployment but did not receive it. What to do.

Business Leaders Radio is hosted by John Ray and produced virtually from the North Fulton studio of Business RadioX® in Alpharetta. The show can be found on all the major podcast apps and a full archive can be found here.

Bruce McFadden, Carr, Riggs & Ingram

February 18, 2022 by John Ray

North Fulton Studio

Bruce McFadden, Carr, Riggs & Ingram

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Bruce McFadden, Carr, Riggs & Ingram (The Exit Exchange, Episode 11)

As a CPA and Partner at Carr, Riggs & Ingram, Bruce McFadden has seen many missteps in how businesses handle an exit. He shares common mistakes, including not bringing the CPA into the process early enough. Bruce discussed ways to get the CPA on board early, questions to ask, quality of earnings statements, and much more. This episode of The Exit Exchange is co-hosted by Maria Forbes and Bob Tankesley and is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

Carr, Riggs & Ingram

CRI is one of the fastest-growing CPA firms in the U.S., now a top 25 firm in the U.S. and a superregional firm in the S.E. they’ve been present and involved in the Atlanta market for over 40 years.

Providing traditional audit, accounting & tax services, and additionally consulting transaction advisory services in the M&A and exit planning space along with our portfolio companies. A very advisory approach.

Along with a number of professionals from their advisory teams at CRI, they are joined at the XPX Atlanta table by their portfolio companies: CRI Capital Advisory and Level Four.

Carr, Riggs & Ingram is pleased to be a gold sponsor of XPX Atlanta.

Company website | LinkedIn

Bruce McFadden, Partner, Carr, Riggs & Ingram

Bruce has 40+ years of experience in public accounting, including audit and attest services for clients in the manufacturing, distribution, technology, retail, construction, and hospitality industries, as well as audits of employee benefit plans. Bruce is one of the CRI-Atlanta partners responsible for overseeing the office’s quality control, a member of the firm’s SEC Practice Committee, and serves or has served as engagement partner on some firm’s public registrant clients.

He has in-depth knowledge and experience with mergers and acquisitions, systems consulting, cash flow modeling, benchmark analyses, business consulting, and exit planning.

The Exit Planning Exchange Atlanta

The Exit Planning Exchange Atlanta (XPX) is a diverse group of professionals with a common goal: working collaboratively to assist business owners with a sale or business transition. XPX Atlanta is an association of advisors who provide professionalism, principles and education to the heart of the middle market. Our members work with business owners through all stages of the private company life cycle: business value growth, business value transfer, and owner life and legacy. Our Vision: To fundamentally changing the trajectory of exit planning services in the Southeast United States. XPX Atlanta delivers a collaborative-based networking exchange with broad representation of exit planning competencies. Learn more about XPX Atlanta and why you should consider joining our community: https://exitplanningexchange.com/atlanta.

The Exit Exchange is produced by John Ray in the North Fulton studio of Business RadioX® in Alpharetta. The show archive can be found at xpxatlantaradio.com.

John Ray and Business RadioX are Platinum Sponsors of XPX Atlanta.

Chris Smith, CB Smith & Associates

October 22, 2021 by John Ray

North Fulton Business Radio

Chris Smith, CB Smith & Associates

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Chris Smith, CB Smith & Associates (North Fulton Business Radio, Episode 401)

Chris Smith joined host John Ray to discuss his career journey, why he started CB Smith & Associates, and how his people-first, team-oriented approach has led to both superior results for clients and an ability to attract and retain top-notch professionals to the firm. Chris also addressed why it’s vital that business owners have a CPA who can help them with year-round issues beyond the tax return, including business process automation and succession planning. North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Chris Smith, CPA, CGMA, Founder and Partner, CB Smith & Associates

With 30 years of financial experience, Chris Smith is passionate about his work. Since founding CB Smith & Associates in 2003, he has led the accounting firm’s growth from one to three office locations in Georgia. It now has nearly 35 employees, including a solid team of certified public accountants and other tax professionals.

CB Smith & Associates is a business advisory and full-service accounting firm that works in tandem with its sister company, Reliance Payroll LLC, a full-service payroll, and human resources outsourcing firm.

Prior to starting his own firm, Chris was a corporate controller. He earned a degree in accounting from Georgia State University’s J. Mack Robinson College of Business, and is active in local community groups such as the Rotary Club and numerous CPA groups.

Questions and Topics Discussed in this Episode

Tell us about what you do for businesses at CB Smith & Associates
Accounting is more than just doing taxes, what types of special business packages do you offer businesses?
Succession Planning is an important part of business. How do you advise on this?
Your team loves to help with Business Process Automation. Explain what this is and why important.
Pending tax law changes

North Fulton Business Radio is hosted by John Ray, and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank 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.

A Conversation on Banking and Accounting

August 13, 2021 by Mike

Gwinnett Studio

A Conversation on Banking and Accounting

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“Regions Business Radio” covers financial topics such as banking and lending, mortgages, wealth management and more. The program also allows listeners to get to know some of the top executives from Regions Bank.

Hosted by J.D. Mealor, Senior Vice President and North Georgia Market Executive, all episodes of “Regions Business Radio” are available for download on Apple iTunes, iHeartRadio, Spotify, Google Podcasts, or wherever you enjoy your favorite podcasts.

Daniel Sosebee & Greg Hayes/MST

MST is a leading provider of accounting, business advisory and financial services in Georgia and the Southeast. MST brings 58 years of experience and world-wide resources to partner with you to accomplish what’s most important to you. They work with you throughout the year to insure you stay informed of all the latest strategies, laws, and practices to maximize your value. Their commitment to unparalleled hands-on service, cutting edge technology, and continuous improvement insures they stay ready to assist you in all markets and business needs.

About Regions:

Regions Financial Corporation (NYSE:RF), with $145 billion in assets, is a member of the S&P 500 Index and is one of the nation’s largest full-service providers of consumer and commercial banking, wealth management, and mortgage products and services. Regions serves customers across the South, Midwest, and Texas, and through its subsidiary, Regions Bank, operates approximately 1,400 banking offices and 2,000 ATMs. Regions Bank is an Equal Housing Lender and Member FDIC. Additional information about Regions and its full line of products and services can be found at www.regions.com.

This information is general in nature and is provided for educational purposes only. Regions makes no representation as to the accuracy, completeness, timeliness, suitability or validity of any information presented and Regions does not accept liability for any direct or indirect loss stemming from the application of any material. Information provided and statements made by employees of Regions should not be relied on or interpreted as accounting, financial planning, investment, legal or tax advice. Regions encourages you to consult an appropriate professional concerning your specific situation and irs.gov for current tax rules.