Family Business Radio Archives - Page 3 of 12

Lisa Sretenovic, Visionating LLC, Mike Kintz, Wingman Payments, and Shawn Choi, Chastain Injury Law

October 17, 2024 by John Ray

Family Business Radio

Lisa Sretenovic, Visionating LLC, Mike Kintz, Wingman Payments, and Shawn Choi, Chastain Injury Law

00:00 /

Lisa Sretenovic, Visionating LLC, Mike Kintz, Wingman Payments, and Shawn Choi, Chastain Injury Law (Family Business Radio, Episode 58)

This episode of Family Business Radio with host Anthony Chen features a series of insightful discussions with three distinguished guests, Lisa Sretenovic from Visionating, Mike Kintz of Wingman Payments, and Shawn Choi from Chastain Injury Law. Lisa talks about navigating a virtual business pre- and post-pandemic, setting work-life boundaries, and offering business coaching and consulting services. Mike explains how Wingman Payments provides streamlined payment solutions with specialized services tailored to various business needs. Additionally, Shawn shares his journey from a defense attorney to a personal injury advocate, emphasizing his unique approach to legal cases. The episode also includes reflections from Anthony Chen on building meaningful client relationships and integrating collaborative lessons into financial planning.

Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network. The show is produced by John Ray and the North Fulton affiliate of Business RadioX®.

Lisa Sretenovic, Visionating LLC

Lisa Sretenovic, CPA, has been empowering entrepreneurs to create a thriving business while focusing on their families for more than 30 years.

As The Velocity Detective, Lisa passionately brings financial literacy to both Wall Street and Main Street. She is a speaker, author, coach, & volunteer with organizations such as SCORE, Texas Accountants & Lawyers for the Arts, and TXCPA. Along with being a leader in the nationally recognized mastermind group Coach Connections, LLC.

When businesses become more in line with their values and vision, they accelerate their impact and discover their missing velocity, resulting in a positive influence in their greater community.

Lisa lives in Austin, TX, with her husband, Milan (The Vibration Chef & music producer).

Website | LinkedIn | Facebook | Instagram | X (Twitter)

Mike Kintz, Wingman Payments

Mike Kintz is the President of Wingman Payments.

Wingman Payments is a trusted provider of merchant services and payment solutions for businesses nationwide, delivering cutting-edge technology and exceptional support to help businesses streamline their payment processes. Wingman Payments offers a wide range of services, including credit card payment processing, fully integrated point-of-sale (POS) systems, and compliance management with PCI-DSS standards.

The company is committed to transparency, providing straightforward pricing without hidden fees, and a concierge-level of service that ensures businesses receive personalized support at every stage of their growth. Wingman Payments specializes in helping businesses reduce their payment processing expenses through innovative solutions like cash discount programs and dual pricing, which are designed to enhance operational efficiency and boost revenues.

As a merchant services broker for top brands like Dejavoo, Lavu, FRI, and National Retail Solutions, to name a few, Wingman Payments equips businesses with the technology they need to thrive in today’s competitive market. Whether working with retail, restaurants, or service-based businesses, Wingman Payments stands out for its dedication to building long-term partnerships, offering tailored solutions, and ensuring that its clients stay ahead of the evolving payment landscape.

Wingman Payments is the go-to partner for businesses looking to enhance their customer experience, optimize operations, and maintain compliance with the most recent industry standards because of its mission to simplify payment processing and offer exceptional service.

Website | Mike’s LinkedIn | Company LinkedIn | Facebook | X (Twitter)

Shawn Choi, Founder and Managing Attorney, Chastain Injury Law

Shawn Choi, Chastain Injury Law, on Family Business Radio with host Anthony Chen — **Shawn Choi, Chastain Injury Law**

Shawn Choi is the founder of the Atlanta, Georgia-based Chastain Injury Law, which specializes in personal injury law. The firm specializes in representing clients who have suffered injuries due to negligence, focusing on areas such as car accidents, truck accidents, motorcycle accidents, and premises liability. Committed to a client-centered approach, Chastain Injury Law offers free consultations and operates on a contingency fee basis, ensuring that clients receive quality legal representation without upfront costs.

With extensive experience in personal injury law, Shawn and his team are dedicated to securing fair compensation for their clients. They leverage their knowledge of Georgia’s legal landscape to effectively negotiate with insurance companies and litigate cases when necessary. The firm emphasizes personalized attention, tailoring strategies to meet the unique needs of each client, and strives to empower individuals navigating the complexities of the legal system following an injury.

Website | LinkedIn

Topics Discussed in this Episode

00:00 Introduction to Family Business Radio
00:40 Meet Lisa Sretenovic: The Velocity Detective
02:12 Visionating During COVID: Challenges and Adaptations
04:23 The Untethered Entrepreneur: Balancing Work and Travel
10:59 Group Coaching and Consulting Services
16:43 Introducing Mike Kintz and Wingman Payments
20:10 Understanding Merchant Services and PCI Compliance
25:37 Understanding Client Concerns
25:45 Dedicated Relationship Managers
27:04 Innovative Payment Technologies
28:35 Point of Sale and Scheduling Solutions
30:08 Loyalty Programs for Small Businesses
31:24 Client Success Stories
33:28 Introducing Shawn Choi
33:41 The Journey into Injury Law
34:54 Challenges and Nuances in Injury Cases
48:00 Advice for Aspiring Entrepreneurs

Anthony Chen, Host of Family Business Radio

Family Business Radio is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are offered through OSAIC, member FINRA/SIPC. RAA is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of OSAIC. The main office address is 575 Broadhollow Rd., Melville, NY 11747. You can reach Anthony at 631-465-9090, ext. 5075, or by email at anthonychen@lfnllc.com.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY, in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA, home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long-term care insurance to many investment options through Royal Alliance, Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of Family Business Radio can be found by following this link.

Smart Risk Taking, with Anthony Chen, Host of Family Business Radio

August 5, 2024 by John Ray

Family Business Radio

Smart Risk Taking, with Anthony Chen, Host of Family Business Radio

00:00 /

Smart Risk Taking, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen discusses smart risk taking for major financial decisions.

Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Transcript

Anthony Chen: Now, for closing out the show, here’s a little bit of called Anthony’s Financial Take. From today’s show of themes all about building values, sticking true to your values, and standing behind your professionalism and workmanship.

So the financial take for today is as you’re going through your journey, whether it’s taking that potential risk of, should I start my own business? How’s that going to look like for me financially? Should I stay in my quote unquote, safe or conservative nine to five job? That’s really something that only you would be able to find the right answers to, but instead of sticking kind of what Chris mentioned, Going analysis by paralysis, or I think the other way around, I’m also very much guilty of that, where I just have spreadsheets on spreadsheets.

And so you know what? Why don’t you just take Michael’s advice here and just do enough due diligence where I know I’m not jumping off a cliff and that I’m going with a glider or a parachute. Make smart risk taking decisions and don’t think that you know it all. Reach out to people, reach out to other professionals.

And as Chris mentioned in terms of his example, as he’s interviewing other roofing companies, also look at their end product. So in your situation, when you’re looking to establishing your own financial future, establishing your own business, Look upon your peers. They’re not just competition because we’ve all been through this.

We’ve gone through the growing pains and more likely than not the business community is pretty friendly. Say, Hey, I went through this. You don’t need to reinvent the wheel here. Here’s the things that you should avoid because I went through that. So reach out to your peers, find some mentors, connect with them.

And really that’s all I’ve got. And thank you for listening to “Family Business Radio.”

Anthony Chen, Host of Family Business Radio

The complete show archive of Family Business Radio can be found by following this link.

Michael Miller, Embassy National Bank; Adam Sims, Freedom Fencing of Georgia; and Terry Lakritz and Christopher James, The Odd Couple Roofing Specialists

July 18, 2024 by John Ray

Embassy National Bank, Freedom Fencing of Georgia, The Odd Couple Roofing Specialists

Family Business Radio

Michael Miller, Embassy National Bank; Adam Sims, Freedom Fencing of Georgia; and Terry Lakritz and Christopher James, The Odd Couple Roofing Specialists

00:00 /

Michael Miller, Embassy National Bank; Adam Sims, Freedom Fencing of Georgia; and Terry Lakritz and Christopher James, The Odd Couple Roofing Specialists (Family Business Radio, Episode 57)

Four distinguished guests share their professional journeys and insights into their respective fields on this episode of Family Business Radio with host Anthony Chen. Michael Miller, known as “the Bowtie Banker,” discusses his commitment to supporting small businesses with personalized banking services. Adam Sims from Freedom Fencing of Georgia explains the advantages of no-dig fencing technology. Chris and Terry from Emergency Roofing Solutions narrate their paths into roofing and emphasize the importance of transparency and ethics. Each guest offers valuable advice for aspiring entrepreneurs, stressing the importance of taking informed risks, embracing change, maintaining strong values, and seeking mentorship.

Anthony closed the show with a commentary on reaching out to learn from the experiences of others as you open and manage your business.

Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network. The show is produced by John Ray and the North Fulton affiliate of Business RadioX®.

Michael Miller, Embassy National Bank

As a Commercial/SBA Loan Officer and Portfolio Manager of Embassy National Bank, Michael is responsible for working with business owners not only on their lending needs but on their entire banking relationship. Known as “the Bowtie Banker,” Michael prides himself on personal service and responsiveness.

Prior to joining Embassy National Bank, Michael had worked with other financial institutions in the South and Midwest. His background has included commercial lending, special assets, risk management, loan documentation, fraud detection, & collections. Michael has over 30 years of experience in the banking industry.

Michael is a graduate of Washburn University with a Bachelor of Business Administration degree.

Michael’s LinkedIn | Website | LinkedIn | Facebook | X (Twitter)

Adam Sims, Freedom Fencing of Georgia

Adam Sims is the Owner of Freedom Fencing of Georgia. Freedom Fencing of Georgia is a leading fence and deck installation and repair company serving the North Metro Atlanta area. They specialize in providing quality fences built by skilled craftsmen, with a focus on serving the local community and public safety needs. The company stands out for its innovative No-Dig Fence Solution, which results in stronger, longer-lasting fences with less mess and the ability to install in tighter spaces compared to traditional methods.

Demonstrating their commitment to quality and customer satisfaction, Freedom Fencing of Georgia offers a lifetime craftsmanship warranty on their work. They provide a diverse range of fencing options to suit various needs and preferences. These include aluminum No-Dig fences, which are low maintenance and popular for pool fences; wood No-Dig fences, a traditional option with steel posts for durability and various design choices; and vinyl No-Dig fences, a maintenance-free option with multiple color choices and privacy fence panels.

The company prides itself on advancing the fencing industry by providing innovative solutions and high-value services to their clients. Positive client testimonials from various Georgia locations serve as proof of their emphasis on craftsmanship and commitment to customer satisfaction. With their focus on innovation, quality, and customer service, Freedom Fencing of Georgia has established itself as a trusted name in the fencing and deck industry in the region.

Website | Facebook

Terry Lakritz and Christopher James, The Odd Couple Roofing Specialists

The Odd Couple Roofing Specialists originated from an unexpected alliance between Christopher and Terry. Christopher, the roofing expert, initially connected with Terry as a client seeking roof replacement services. What started as a professional transaction quickly evolved into a friendship built on mutual trust and satisfaction. Terry, having experienced firsthand the exceptional quality of Christopher’s work, not only got a new roof but also became a passionate advocate for his services.

Recognizing the potential of their combined strengths, Christopher and Terry decided to form a partnership. Terry’s business insights and Christopher’s roofing skills proved to be a winning combination, leading to the establishment of The Odd Couple Roofing Specialists.

This unique collaboration embodies the fusion of technical expertise and strategic business acumen, setting them apart in the roofing industry.

Website | Instagram | Facebook

Topics Discussed in this Episode

00:00 Introduction to Family Business Radio
00:38 Meet “the Bowtie Banker,” Michael Miller
01:30 The Personal Touch in Banking
03:21 Long-Term Relationships and Business Banking
11:42 Introducing Adam Sims and Freedom Fencing
12:46 The No-Dig Fencing Revolution
14:47 Quality and Longevity in Fencing Materials
19:45 Client Stories and Practical Applications
28:41 Chris’s Journey from Marketing to Roofing
31:27 Terry’s Unexpected Path to Roofing
34:52 Building Trust and Community in Roofing
38:41 Key Questions for Choosing a Roofer
41:24 Understanding Roofing Materials
44:08 Signs Your Roof Needs Attention
48:10 Advice for Aspiring Entrepreneurs
53:36 Final Thoughts and Contact Information

Anthony Chen, Host of Family Business Radio

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd., Melville, NY 11747. You can reach Anthony at 631-465-9090, ext. 5075, or by email at anthonychen@lfnllc.com.

The complete show archive of Family Business Radio can be found by following this link.

Elevating Exit Planning and XPX Atlanta, with XPX Atlanta President Maria Forbes and President-Elect Anthony Chen

May 2, 2024 by John Ray

Maria Forbes and Anthony Chen, XPX Atlanta, elevating exit planning

North Fulton Studio

Elevating Exit Planning and XPX Atlanta, with XPX Atlanta President Maria Forbes and President-Elect Anthony Chen

00:00 /

Elevating Exit Planning and XPX Atlanta, with XPX Atlanta President Maria Forbes and President-Elect Anthony Chen (The Exit Exchange, Episode 17)

On this episode of The Exit Exchange, host John Ray welcomes Maria Forbes, President of XPX Atlanta, and Anthony Chen, President-elect. They discuss the formation of XPX Atlanta chapter in 2018 as part of the global Exit Planning Exchange based in Boston, highlighting its mission of innovating and elevating exit planning services in Atlanta. The organization attracts a diverse range of professionals who seek to work collaboratively to improve business owners’ exit strategies. They emphasize the essential need for interdisciplinary cooperation among professionals to successfully plan and execute business exits, focusing on low- to mid-market, privately held businesses. The episode also covers the evolution of XPX Atlanta over the years, its shift towards member-led initiatives, and upcoming events such as mastermind groups and a major conference in November. The discussion underscores the importance of early and strategic planning for business exits and the role of XPX Atlanta in facilitating this through collaboration, education, and promoting long-term thinking among professionals.

The host of The Exit Exchange is John Ray, and the show is produced by John Ray and the North Fulton studio of Business RadioX®. John Ray and Business RadioX are Gold Sponsors of XPX Atlanta.

Maria Forbes, President, XPX Atlanta

Maria is the President of XPX Atlanta and was a founding board member of the chapter.

In her professional practice, Maria Forbes is the Founder and President of FIREPOWER Business Catalyst, LLC. Maria’s thirty-year consulting career serves privately held business owners in financial services and related fields across the U.S. Our mission is to integrate financial capital with human capital in planning for organizational growth and continuity. Maria’s work frames the long-term trajectory of business growth and succession through people-powered structures that enable an ongoing positive impact of talent through all business life cycles.

Maria and her teams provide expertise in expanding internal capacity through creative alignment of human values, making it possible for owners and key decision-makers to lead both their people and their businesses confidently toward the future. As a committed strategic partner to her clients, Maria makes visible the arrangement of human strengths as part of an innovative business strategy. This work optimizes organizational performance and builds transferable value as owners look toward a role transition and business succession.

Maria conducts a summer mentor program for college graduates and seasoned professionals who are navigating career transitions. The mentor process develops personal advantage in the career marketplace and fosters confidence in communicating the best roles for a successful new career.

Maria is a Kolbe Certified Consultant, Faculty member of The Life Transitions University™, mentor, and member of the Catholic Charities Atlanta Georgia Leadership Program.

Anthony Chen, President-Elect, XPX Atlanta

Anthony Chen, Lighthouse Financial, and host of Family Business Radio — **Anthony Chen**

Anthony Chen is the President-Elect of XPX Atlanta. He will begin his term as President of the chapter in January 2025.

In his professional practice, Anthony is a financial advisor with Lighthouse Financial. He is also the host of Family Business Radio.

In his spare time, Anthony is an avid long-distance runner.

Topics Discussed in this Episode

00:00 Welcome to the Exit Exchange: Introducing XPX Atlanta
01:11 The Mission and Vision of XPX Atlanta
02:39 Addressing the Core Needs of Business Owners
04:44 The Importance of a Multidisciplinary Approach
12:07 The Evolution and Growth of XPX Atlanta
14:48 Member-Led Initiatives and Future Directions
22:52 Maximizing Member Engagement and Utilizing Resources
25:44 Reviving the Exit Exchange Show: A New Focus
28:31 Joining and Benefiting from XPX Atlanta

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 Gold Sponsors of XPX Atlanta.

Alissa Bickar, The Consultress, and Karen Bershad, The Small Business Advisor

April 15, 2024 by John Ray

Family Business Radio

Alissa Bickar, The Consultress, and Karen Bershad, The Small Business Advisor

00:00 /

Alissa Bickar, The Consultress, and Karen Bershad, The Small Business Advisor (Family Business Radio, Episode 56)

Anthony Chen, the host of Family Business Radio, offers two guests in this episode who focus on the journeys and tactics of family businesses and real estate investors. Guest Alissa Bickar, known as “The Consultress,” shares her family-rooted background in business and real estate, emphasizing the importance of personal passion in entrepreneurship and the diverse options in real estate investment beyond common perceptions. The discussion delves into the significance of understanding one’s goals, risk tolerance, and leveraging professional relationships for success in real estate. Karen Bershad, The Small Business Advisor, provides insights into managing finances for success in real estate, highlighting the value of strategic planning, cash flow management, and the concept of becoming one’s own bank to achieve financial goals. Both guests share personal definitions of success and valuable business advice, offering listeners practical strategies for achieving their entrepreneurial and investment ambitions.

Anthony closed the show with a commentary on how to define a life fully lived.

Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Alissa Bickar, The Consultress

Alissa Bickar is a diagnostic consultant and coach who uses business acumen and laser-sharp intuition to assess, diagnose, and develop solutions so that businesses can truly work smarter, not harder.

She uses her natural creative talents to create innovative solutions for growing businesses to become more effective, efficient and sustainable. With 20+ years of experience in business ranging from family-owned to corporate, Alissa has gleaned wisdom from every level of organization. In her own consultancy, she has successfully trained entrepreneurs and founders to see business in a more collaborative fashion and deliver extraordinary experiences at every level of the organization.

She has a passion for innovation and out-of-the-box methodologies so that her clients can become unforgettably distinct in the marketplace, and so that business development becomes effortless: returning more results in less time.

Website | LinkedIn | Facebook | Instagram

Karen Bershad, The Small Business Advisor

The Small Business Advisor is your business cash flow and advisory bookkeeping expert. The SBA empowers small business owners with cash flow analysis and expert bookkeeping for profitable financial management. They use specialized tools, analysis, insight and systematic systems to guide their clients to reach their goals. The SBA has worked with varied industries but has had a market niche in the real estate investor industry for many years.

The Small Business Advisor is a 28-year-old Certified Profit First advisory and bookkeeping firm. The landscape of the accounting industry is quickly changing, and their firm has been changing with the times very purposefully over the last 6 years.

Entrepreneurs are becoming savvier and want to be better at running their businesses while also understanding the numbers. They want to understand why the income statement tells them they had a $30,000 profit this month, but the bank only has $1000. “Where’s the Money?”

While taking another advisory course, Karen was introduced to Profit First. She was immediately drawn into the program and knew this was the next step to creating the value her clients needed and the tools to show them where the money is (or went) using the “cash management system” that she was looking for.

Today, The Small Business Advisor has the tools and knowledge to share with their clients and provides a service most CPAs, bookkeepers, and coaches don’t provide. They are different because we are not just number crunchers; we are in the trenches with the client to show/teach them that they don’t come last in their businesses, but they come “first” because they took the risk, the frustrations, and the sleepless nights.

Website | Facebook | Twitter | LinkedIn | Karen’s LinkedIn

Topics Discussed in this Episode

00:00 Welcome to Family Business Radio: Showcasing Family Businesses
00:39 The Consultress: Alissa Bickar’s Journey into Business and Real Estate
02:44 Diving Deep into Real Estate Investment Strategies with Alissa Bickar
23:54 Karen Bershad: The Small Business Advisor on Financial Management
43:35 Defining Success and Valuable Business Advice
47:55 Anthony’s Financial Take: Defining Success and a Life Fully Lived

Anthony Chen, Host of Family Business Radio

The complete show archive of Family Business Radio can be found by following this link.

Don’t Be Afraid to Ask for Help, with Anthony Chen, Host of Family Business Radio

April 8, 2024 by John Ray

Anthony Chen, Lighthouse Financial, Don't Be Afraid to Ask for Help

Family Business Radio

Don't Be Afraid to Ask for Help, with Anthony Chen, Host of Family Business Radio

00:00 /

Don’t Be Afraid to Ask for Help, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen discusses why it’s vital to not be afraid to ask for help as you plan your financial journey.

Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Anthony Chen, Host of Family Business Radio

The complete show archive of Family Business Radio can be found by following this link.

Nathan Miller, Atlantic Consulting Solutions, and Carl Nicpon, Marsh Creek Advisors

March 19, 2024 by John Ray

Anthony Chen, Lighthouse Financial, Nathan Miller, Atlantic Consulting Services, and Carl Nicpon, Marsh Creek Advisors

Family Business Radio

Nathan Miller, Atlantic Consulting Solutions, and Carl Nicpon, Marsh Creek Advisors

00:00 /

Nathan Miller, Atlantic Consulting Solutions, and Carl Nicpon, Marsh Creek Advisors (Family Business Radio, Episode 55)

Family Business Radio host Anthony Chen was joined on this episode by business consultant Nathan Miller and M&A advisor Carl Nicpon. Nathan Miller, Atlantic Consulting Solutions, talked about the routes to business growth that strategic consulting and culture development create. He shared his journey into business consulting and emphasized the importance of investing in people, structuring for growth, and developing a clear company culture. Carl Nicpon of Marsh Creek Advisors focused on the process of preparing for and executing a successful business exit or sale. He shared his personal experience with selling a family business, explained common misconceptions about business valuation, and introduced the concept of a “second bite of the apple.” The episode underscores the value of seeking expert guidance early on for both achieving sustainable business growth and navigating the intricacies of selling or transitioning a business.

Anthony closed the show with a commentary on why it’s vital that you not be afraid to ask for help.

Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Nathan Miller, Atlantic Consulting Solutions

Nathan Miller is a global leader with over 25 years of international experience across 11 countries and fluency in four languages. He holds licentiate degrees from universities in Europe.

Leveraging his background in strategic management, organizational development, leadership coaching, and training, Nathan has served in diverse leadership roles, including business management in full-service marketing agencies, management roles in construction companies, and also as a National Director for a global non-profit organization and editor-in-chief of a website in Rome, Italy. He also brings experience in education, counseling, and real estate.

Nathan is passionate about applying his global perspective and diverse expertise to help business owners grow and thrive.

Outside of work, Nathan enjoys basketball, woodworking, and hiking with his wife.

Atlantic Consulting Solutions

Atlantic Consulting Solutions (ACS) provides strategic business consulting tailored to the needs of small businesses that are growing or seek to grow. With over 20 years of experience, their team of MBAs and former executives has assisted over 250 businesses across nearly 40 industries. They understand the real complexities a small business owner goes through and are experts and masters of overcoming those challenges.

Their holistic approach and methodology set us apart. They offer complete guidance, from developing your vision to implementing it successfully. This includes strategy, management, financial, and organizational consulting. They have expertise across all aspects of business, including strategy, finance, operations, HR, and more.

ACS has helped clients raise over $145 million in capital, negotiate major deals, restructure organizations, improve culture, and provide effective transition leadership.

As your trusted advisor, ACS provides in-depth strategic advice to support important decisions. Your success as a business owner and leader is theirs as a company. They understand the complexities organizations at this stage face and draw from real executive experience to provide tailored solutions.

ACS has worked on business model improvements, financial structuring, organizational restructuring, raising capital and obtaining large credit lines and loans. They have also significantly improved company cultures in toxic environments, trained executives/managers to become great leaders, helped companies merge, helped companies acquire others and sell themselves for double the original offer, transitioned COOs, created successful revenue models, and helped negotiate large deals. Finally, they are bilingual consultants who understand the complexities of cultures and approaches.

Website | LinkedIn | Instagram | Facebook | YouTube

Carl Nicpon, Managing Director, Marsh Creek Advisors

Carl Nicpon is an entrepreneur at heart. He was the third-generation owner of a wedding services provider with 14 locations and 200 employees. Carl led the effort to sell the 50-year-old business in a private equity roll-up of the industry, and his first-hand experience gives him an unparalleled understanding of what it’s like for a business owner to bring their company to market and negotiate a successful exit.

Carl is also an Adjunct Professor in the Executive MBA program at the University of Georgia and serves on the Board of the Shore Entrepreneurship Center at Kennesaw State University. He is the Founder of Brio Business Academy, dedicated to guiding business owners as they launch and grow their businesses. He is passionate about education because he believes that business owners make better decisions when they know how and why things work (or don’t!).

Carl graduated from the University of Notre Dame, holds an MA from the University of Chicago, an MBA from the University of Georgia, and an M.Ed. from the University of Loyola. He and his wife live in Dunwoody and have two sons who attend the Georgia Institute of Technology.

Marsh Creek Advisors

Marsh Creek is an M&A and business brokerage firm helping lower middle market business owners sell with confidence. Our typical clients are business owners with annual revenue between $5 and $75 million. While we are based in the Southeast, we proudly serve clients nationwide.

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

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

Website | LinkedIn

Topics Discussed in this Episode

00:00 Welcome to Family Business Radio
00:39 Nathan Miller’s Journey: From Nonprofit to Business Consulting
03:21 The Role and Impact of Business Consulting
05:22 Cultivating a Successful Business Culture
12:19 Strategic Planning and Organizational Structure for Growth
16:16 Recruiting the Right Team: Mission, Vision, and Values
17:12 Navigating Financial Challenges and Planning for the Future
22:37 Transitioning to Exit Planning: Carl Nicpon’s Story and Insights
28:40 The Pitfalls of a Single Buyer in Business Sales
29:29 Exploring the ‘Second Bite of the Apple’ Strategy
31:30 When to Consider the ‘Third Route’ for Your Business
33:44 Maximizing Business Value for Sale: Strategies and Mistakes
40:31 Enhancing Business Value: Positive Strategies and Practices
46:25 Expert Insights: Common Mistakes and Missed Opportunities in Business
52:00 Closing Thoughts: The Importance of Seeking Help and Building a Team

Anthony Chen, Host of Family Business Radio

The complete show archive of Family Business Radio can be found by following this link.

Finding Advocates in Your Financial Journey, with Anthony Chen, Host of Family Business Radio

March 18, 2024 by John Ray

Finding Advocates in Your Financial Journey, Anthony Chen, Lighthouse Financial

Family Business Radio

Finding Advocates in Your Financial Journey, with Anthony Chen, Host of Family Business Radio

00:00 /

Finding Advocates in Your Financial Journey, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen discusses the importance of not being afraid to take risks and finding advocates in the financial journey.

Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Anthony Chen, Host of Family Business Radio

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are offered through OSAIC, member FINRA/SIPC. RAA is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of OSAIC. The main office address is 575 Broadhollow Rd., Melville, NY 11747. You can reach Anthony at 631-465-9090, ext. 5075, or by email at anthonychen@lfnllc.com.

The complete show archive of Family Business Radio can be found by following this link.

Celebrating 50 Episodes of Family Business Radio, with host Anthony Chen and guests Dr. James Connelly, Results Rehab, and Meredith Fingarson, Meredith Fingarson Consulting

March 6, 2024 by John Ray

Family Business Radio

Celebrating 50 Episodes of Family Business Radio, with host Anthony Chen and guests Dr. James Connelly, Results Rehab, and Meredith Fingarson, Meredith Fingarson Consulting

00:00 /

Celebrating 50 Episodes of Family Business Radio, with host Anthony Chen and guests Dr. James Connelly, Results Rehab, and Meredith Fingarson, Meredith Fingarson Consulting

On this special episode of Family Business Radio, host Anthony Chen celebrated 50 episodes of the show with two return guests, Dr. James Connelly, Results Rehab, and Meredith Fingarson, Meredith Fingarson Consulting. Both James and Meredith shared their unique entrepreneurial journeys and what they learned along the way. James emphasized the importance of risk-taking, seeking professional help, and learning from failures in the entrepreneurial journey. He shared how his dissatisfaction with the big-company work environment drove him to start his own venture in physical therapy. Mentioning his determination to be the “Chick-fil-A” of his industry, he offered his personalized and attentive approach to healthcare as his unique selling point. Meredith highlighted her transition from executing marketing plans to strategizing them, becoming a fractional Chief Marketing Officer for her clients, and advocating for marketing success while keeping their bottom line in mind. Both guests agreed that embracing risk, maintaining confidence, and giving clients individualized attention are essential for entrepreneurial success.

Anthony closed the show with a brief commentary on taking risks and seeking help.

Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Dr. James Connelly, PT, DPT, OCS, Owner, Results Rehab

Dr. James Connelly, Results Rehab — **Dr. James Connelly, Owner, Results Rehab**

Dr. James Connelly, Owner of Results Rehab, is a distinguished figure in the field of physical therapy and rehabilitation. With a foundational education from the University of Georgia in Health Promotion and Behavior, and a doctoral degree from Georgia State University, Dr. Connelly brings a wealth of knowledge and expertise to his practice.

Dr. Connelly’s passion for physical therapy is deeply personal. He has firsthand knowledge of the transformative power of physical therapy because he has undergone corrective surgeries and rehabilitation since he was 8 months old after suffering a stroke. This personal journey has not only shaped his career but also fueled his commitment to his profession, firmly believing in physical therapy’s ability to improve lives.

At Results Rehab, Dr. Connelly and his team are dedicated to providing top-notch physical therapy services. They utilize evidence-informed practices and deeply value client input to tailor their approach, ensuring that each treatment plan is as unique as the individuals they serve. Their goal transcends providing relief from pain; they aim to empower clients to prevent future injuries and enhance their quality of life through personalized, one-on-one sessions.

Under Dr. Connelly’s leadership, Results Rehab has become synonymous with excellence in concierge physical therapy care in Atlanta. The clinic is committed to being a pillar of hope and healing in the community, offering services designed to give clients the best life possible. Dr. Connelly’s personal and professional experiences have uniquely positioned him to lead with empathy, expertise, and a genuine desire to see his clients thrive.

Company website | LinkedIn | Facebook | Instagram

Meredith Fingarson, Meredith Fingarson Consulting

Meredith Fingarson is an Atlanta-based marketing consultant with a passion for helping companies grow. With a diverse background in marketing and executive leadership, Meredith is well-equipped to tackle challenges head-on and with a creative perspective. She offers an impressive portfolio of marketing consulting services that are customized for each business. Whatever the needs may be, Meredith can make them happen.

Meredith treats every business as an individual and develops a personalized plan based on its goals, acknowledging that there is no one-stop-shop marketing plan. She strives to understand the nuances of a business, its customers, and its industry.

With her background in corporate marketing, Meredith is able to see how a great marketing strategy will impact the business from a global perspective. She understands how branding and messaging can be used throughout an organization to help drive awareness and even increase employee satisfaction.

Website | LinkedIn | Instagram | Facebook

Topics Discussed in this Episode

00:00 Introduction to Family Business Radio

00:25 Celebrating 50 Episodes of Family Business Radio

00:55 Interview with Dr. James Connelly: The Journey of Results Rehab

01:26 The Challenges and Triumphs of Starting a Business

06:00 The Vision for Results Rehab: Future Growth and Hiring

07:58 Interview with Meredith Fingarson: The Birth of Meredith Fingarson Consulting

09:35 The Evolution of a Business: From Execution to Strategy

10:55 The Role of a Fractional CMO: Demystifying Marketing for Businesses

17:29 Reflections on the Entrepreneurial Journey: Advice and Key Moments

31:42 Closing Thoughts: The Importance of Taking Risks and Seeking Help

Anthony Chen, Host of Family Business Radio

The complete show archive of Family Business Radio can be found by following this link.

Lisa Sretenovic, Visionating LLC, Mike Kintz, Wingman Payments, and Shawn Choi, Chastain Injury Law (Family Business Radio, Episode 58)

Lisa Sretenovic, Visionating LLC

Mike Kintz, Wingman Payments

Shawn Choi, Founder and Managing Attorney, Chastain Injury Law

Topics Discussed in this Episode

Anthony Chen, Host of Family Business Radio

Smart Risk Taking, with Anthony Chen, Host of Family Business Radio

Transcript

Anthony Chen, Host of Family Business Radio

Michael Miller, Embassy National Bank; Adam Sims, Freedom Fencing of Georgia; and Terry Lakritz and Christopher James, The Odd Couple Roofing Specialists (Family Business Radio, Episode 57)

Michael Miller, Embassy National Bank

Adam Sims, Freedom Fencing of Georgia

Terry Lakritz and Christopher James, The Odd Couple Roofing Specialists

Topics Discussed in this Episode

Anthony Chen, Host of Family Business Radio

Elevating Exit Planning and XPX Atlanta, with XPX Atlanta President Maria Forbes and President-Elect Anthony Chen (The Exit Exchange, Episode 17)

Maria Forbes, President, XPX Atlanta

Anthony Chen, President-Elect, XPX Atlanta

Topics Discussed in this Episode

The Exit Planning Exchange Atlanta

Alissa Bickar, The Consultress, and Karen Bershad, The Small Business Advisor (Family Business Radio, Episode 56)

Alissa Bickar, The Consultress

Karen Bershad, The Small Business Advisor

Topics Discussed in this Episode

Anthony Chen, Host of Family Business Radio

Don’t Be Afraid to Ask for Help, with Anthony Chen, Host of Family Business Radio

Anthony Chen, Host of Family Business Radio

Nathan Miller, Atlantic Consulting Solutions, and Carl Nicpon, Marsh Creek Advisors (Family Business Radio, Episode 55)

Nathan Miller, Atlantic Consulting Solutions

Atlantic Consulting Solutions

Carl Nicpon, Managing Director, Marsh Creek Advisors

Marsh Creek Advisors

Topics Discussed in this Episode

Anthony Chen, Host of Family Business Radio

Finding Advocates in Your Financial Journey, with Anthony Chen, Host of Family Business Radio

Anthony Chen, Host of Family Business Radio

Celebrating 50 Episodes of Family Business Radio, with host Anthony Chen and guests Dr. James Connelly, Results Rehab, and Meredith Fingarson, Meredith Fingarson Consulting

Dr. James Connelly, PT, DPT, OCS, Owner, Results Rehab

Meredith Fingarson, Meredith Fingarson Consulting

Topics Discussed in this Episode

Anthony Chen, Host of Family Business Radio

Our Mission

Sponsor a Show

Partner With Us

Connect with us