Family Business Archives - Page 3 of 20

Start Simple, with Anthony Chen, Host of Family Business Radio

January 23, 2023 by John Ray

Family Business Radio

Start Simple, with Anthony Chen, Host of Family Business Radio

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Start Simple, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen recommended that you start simple when it comes to financial planning.

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 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.

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 at familybusinessradioshow.com.

Rachel Donnelly, Black Dress Consultants and Derek Chard, Payroc/TWC Atlanta Inc.

January 12, 2023 by John Ray

Family Business Radio

Rachel Donnelly, Black Dress Consultants and Derek Chard, Payroc/TWC Atlanta Inc.

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Rachel Donnelly, Black Dress Consultants and Derek Chard, Payroc/TWC Atlanta Inc. (Family Business Radio, Episode 40)

On this episode of Family Business Radio, host Anthony Chen welcomed two esteemed business owners to the studio. Rachel Donnelly discussed her personal history with loss and what motivated her to create Black Dress Consultants, the services they provide, and much more. Derek Chard talked about the biggest concerns local business owners face in today’s economy, the biggest misconceptions of the merchant services industry, advances in technology and how that changes business, and much more. Anthony closed the show with a commentary on how financial planning can be overwhelming. He suggests starting somewhere small and keeping it simple.

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

Black Dress Consultants

Black Dress Consultants handle the business of death so you don’t have to. By coordinating with attorneys, financial advisors, accountants, etc., they offload the administrative tasks that come with legacy planning and after loss, so you can focus less on the logistics and more on creating space to live worry-free and grieve peacefully.

Website | LinkedIn | Facebook | Instagram | Twitter

Rachel Donnelly, Owner / CEO, Black Dress Consultants

Some days Rachel Donnelly feels like a real-life Little Orphan Annie whose life should be subtitled “Death Becomes Her.” (She’s joking! Sort of.)

Growing up, Rachel used to accompany her father on his house calls and hospital rounds, which gave me a deep understanding of compassion and leaning into hard spaces. When she was 16, my father passed away at the age of 48. A few years later, she moved my grandmother to an assisted living home where she passed shortly after. Several years later, her mother was diagnosed with cancer and passed away shortly thereafter. Her passing left Rachel with five houses to clean out and sell, as well as her role as caregiver for her uncle.

After Rachel’s uncle passed away, she assumed the role of Co-Executrix of his estate. Needless to say… she’s dealt with a lot of death. And in these instances — especially the two where she was Executor — there were so many decisions to make and tasks to complete. And she was doing it all while trying to work full time, raise two small kids, run a house and stay married (because let’s be honest… life never stops, not even for death).

Rachel vividly remembers standing in the parking lot of the bank after spending hours trying to (unsuccessfully) open an estate banking account and thinking to herself, “Why isn’t there someone who can help project manage this dumpster fire?!” Which is how Black Dress Consultants came to be.

She created this business because this is the service she wishes she had available to her then. Many times over, Rachel has been where you are right now. She understands how overwhelming and emotionally taxing it can be. But you don’t have to do this alone.

The Black Dress Consultants are here to help you manage the expected and unexpected of end-of-life. Whether you’re looking for someone to help legacy plan, or you’re dealing with the loss of a loved one and don’t know where to start, they have ample experience in taking tasks off your plate so you can free up space to breathe.

Payroc/TWC Atlanta Inc.

Payroc is a full-service payment processing company headquartered in Chicago, Illinois. They also have a headquarter office right here in Atlanta, GA. They pride themselves in taking a consultative approach with business owners to improve their payment acceptance processes while mitigating the cost of payment acceptance, specifically credit card acceptance. They have a plethora of networks, software, and hardware to best serve the clients’ needs.

Website | Facebook | Twitter | LinkedIn | Instagram

Derek Chard, Owner, Payroc/TWC Atlanta Inc.

Derek Chard has been a sales professional and business owner in various industries for the last 10 years. He grew up working for his family’s businesses, attended the University of Connecticut, and then moved down to Atlanta, GA in 2017 from CT.

He has worked in and held leadership positions in financial services, telecom sales, office supply sales, and now payment processing. Derek now runs an Independent Sales Office for Payroc Inc.

Anthony Chen, Host of Family Business Radio

**Anthony Chen, Lighthouse Financial, and Host of “Family Business Radio”**

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 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 at familybusinessradioshow.com.

Make Sure You Have a Team, with Anthony Chen, Host of Family Business Radio

January 3, 2023 by John Ray

Family Business Radio

Make Sure You Have a Team, with Anthony Chen, Host of Family Business Radio

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Make Sure You Have a Team, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen recommended that you make sure you have a solid team of advisors to help you with your family business.

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 at familybusinessradioshow.com.

Jane Gentry, Jane Gentry & Company, and Robert Stephens, CFO Navigator

December 16, 2022 by John Ray

Robert Stephens, CFO Navigator and Jane Gentry, Jane Gentry Company & Associates

Family Business Radio

Jane Gentry, Jane Gentry & Company, and Robert Stephens, CFO Navigator

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Jane Gentry, Jane Gentry & Company, and Robert Stephens, CFO Navigator (Family Business Radio, Episode 39)

On this edition of Family Business Radio, host Anthony Chen welcomed two highly regarded business advisors to the studio. Jane Gentry discussed the three biggest mistakes she sees in the companies she consults with, issues in moving a family business into the next generation of leadership, and more. Robert Stephens shared how he works with companies as a fractional CFO, dealing with recent changes in interest rates and higher inflation, and more. Anthony closed the show with a commentary on how effective financial planning comes from a team of professionals, each of which share their own expertise.

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

Jane Gentry & Company

Many companies have seen success from their tried-and-true approach to understanding your business and identifying obstacles, ultimately providing an action plan for your business growth. Whether your organizational gaps are in leadership development, sales or profitability, our goal is to provide leaders with a manageable and tailored action plan.

Website | LinkedIn | Facebook

Jane Gentry, CEO, Jane Gentry & Company

Jane Gentry has had a successful 30-year career as a CEO, Business Consultant, Executive Coach, Sales Manager, and Keynoter. In 1999, Jane formed her practice where she has partnered with her clients to improve growth, profitability, client retention, employee retention and leadership capabilities.

Jane helps entrepreneurs and senior leaders diagnose and solve gaps and weaknesses enabling profitable growth and improving sales velocity. Even HR leaders bring her in to coach managers on inspirational leadership and using Relational Intelligence to build high-functioning cross generational teams and improve employee engagement.

The world’s most successful organizations have brought Jane on board, including Assurant, The Home Depot, Milliken, Philips, Coca-Cola, Leidos Healthcare, Stryker, GSK, Transamerica, BlueCross Blue Shield and Mercedes-Benz.

Jane is considered one of the top voices in leadership and sales. She has been a guest on numerous podcasts and is a prolific speaker at high-profile meetings from Canada to the Czech Republic. She has been tapped to address topics including “Selling Value” to “Social Intelligence and Your Millennial Sellers” and “Inspirational Leadership”. Audiences and clients have described her as a woman with a vision, energetic and inspiring.

Jane holds a BFA/MFA from Kent State University/ The University of Pittsburgh. She also holds a CPI (Certified Professional Innovator) distinction from GA State University. Earlier in her career she was a professional stage actress. Jane lives in Atlanta, GA.

CFO Navigator

Taking your business to the next level requires moving beyond bookkeeping and simply counting to using your numbers to actively navigate your business.

CFO Navigator guides organizations that are not ready for a full-time financial professional, but need more strategic insight. CFO Navigator offers a powerful combination of financial insight and business foresight that simplify the numbers, clarify what is important and communicate – in plain English – which ones to watch to navigate the business and make better decisions.

CFO Navigator focuses on helping companies that have outgrown their current financial capabilities and are ready to use their numbers to navigate the business and not just keep score.

CFO Navigator designs and builds scalable financial capabilities, knows the numbers inside and out, provides confidence that they are right, interprets what they mean, and communicates what’s important; and when the time comes, will turn over the helm to a full-time CFO.

CFO Navigator offers business owners an expert sounding board with an experienced outside perspective for assessing business opportunities and obstacles.

Company website | Facebook | Twitter

Robert Stephens, Managing Partner, CFO Navigator

Robert Stephens is managing partner of CFO Navigator. As a fractional Chief Financial Officer, Robert fills a critical gap for growing privately held businesses and non-profit organizations that do not have the budget or need for a full-time CFO. Having advised over 75+ organizations during his 30+ year career, Robert strives to bring “Wall Street” worthy financial expertise to local “Main Street” companies by turning his financial insight into their business foresight.

In addition to his professional roles, Robert is active in the philanthropic and business community, currently serving on the Chattahoochee Tech Foundation Board of Advisors. He has previously served as Board Chairman of the Boys & Girls Club of Paulding and the North Paulding Band Foundation. Other board service includes the Kennesaw State University Entrepreneurship Center, and Starfish Greathearts Foundation (USA).

Robert earned his BSBA in Accounting from the University of Southern Mississippi, is a member of Vistage International, Leadership Cobb, and the Georgia Society of CPAs. He has two adult sons and resides with his wife in north metro Atlanta.

Anthony Chen, Host of Family Business Radio

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 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 at familybusinessradioshow.com.

Using Influencer Marketing to Build a Business, with Richard Grove, Wall Control, on the Unpolished MBA Podcast with Monique Mills

December 16, 2022 by John Ray

North Fulton Studio

Using Influencer Marketing to Build a Business, with Richard Grove, Wall Control, on the Unpolished MBA Podcast with Monique Mills

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Using Influencer Marketing to Build a Business, with Richard Grove, Wall Control, on the Unpolished MBA Podcast (Organization Conversation, Episode 52)

Recently Richard Grove was a guest on the Unpolished MBA podcast, discussing how Wall Control built its business using influencer marketing. In his conversation with host Monique Mills, Richard discussed the evolution of their family business, how Wall Control’s use of and success with influencer marketing began, the dos and don’ts of influencer marketing, and much more.

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

Unpolished MBA Podcast, with host Monique Mills

**Monique Mills, Host of the “Unpolished MBA” podcast**

Entrepreneurs are sometimes called “unpolished” because they are scrappy and unconventional when starting a business. On this podcast, host Monique Mills speaks with entrepreneurs and innovators. Some went to Business School and have a formal MBA degree while others don’t.

Did it make a difference? They share the answer to that as well as other pieces of wisdom.

To listen to all episodes or apply to become a guest, visit their website.

Host Monique Mills is a degreed electrical engineer turned serial entrepreneur. Having experience in everything from building software companies to building power plants, she’s worked in multiple industries including water, semiconductor, aviation, construction, and real estate.

She’s founded 5 companies and focuses on business innovation through her consulting and acquisition companies.

Monique currently serves as the CEO of TPM Focus, an innovation strategy consulting firm, and as President of Focused Innovation Group (FIG), a family-owned acquisition company. Monique serves as a Mentor, Advisor, Consultant, and Strategic Partner to several entrepreneurial and innovation organizations such as Advanced Technology Development Center at Georgia Tech (ATDC), STEM to Market, Founder Institute, Minority Business Development Agency (MBDA), National Minority Diversity Supplier Development Council (NMSDC), Winston Starts, and Operation Hope.

She is also an Adjunct Professor of Entrepreneurship at Georgia State University. With an electrical engineering degree from Rochester Institute of Technology and an MBA from Georgia Institute of Technology, she is an advocate for the diversification of STEM careers, expanded leadership, and equitable entrepreneurial opportunities for women and underrepresented minorities.

TPM Focus Company Website |LinkedIn | Facebook | Monique’s LinkedIn Page

About Organization Conversation

Organization Conversation is hosted by Richard Grove 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.

Richard Grove, Wall Control

Richard Grove, Host, *Organization Conversation*

Richard Grove‘s background is in engineering but what he enjoys most is brand building through relationships and creative marketing. Richard began his career with the Department of Defense as an engineer on the C-5 Galaxy Engineering Team based out of Warner Robins. While Richard found this experience both rewarding and fulfilling, he always knew deep down that he wanted to return to the small family business that originally triggered his interest in engineering.

Richard came to work for the family business, Dekalb Tool & Die, in 2008 as a Mechanical Engineer. At the time Wall Control was little more than a small ‘side hustle’ for Dekalb Tool & Die to try to produce some incremental income. There were no “Wall Control” employees, just a small warehouse with a single tool and die maker that would double as an “order fulfillment associate” on the occasion that the original WallControl.com website, which Richard’s grandmother built, pulled in an order.

In 2008, it became apparent that for the family business to survive they were going to have to produce their own branded product at scale to ensure jobs remained in-house and for the business to continue to move forward. Richard then turned his attention from tool and die to Wall Control to attempt this necessary pivot and his story with Wall Control began. Since that time, Richard has led Wall Control to significant growth while navigating two recessions.

Outside of Richard’s work at Wall Control he enjoys helping other business owners, operators, and entrepreneurs along their own paths to success by offering personal business coaching and advising through his website ConsultantSmallBusiness.com. Richard has developed an expansive and unique skillset growing and scaling Wall Control through a multitude of challenges to the successful brand and company it is today. Richard is happy to share his knowledge and experience with others who are looking to do the same within their own businesses.

Connect with Richard:

Instagram | Twitter | LinkedIn | Richard’s Website

About Wall Control

The Wall Control story began in 1968 in a small tool & die shop just outside Atlanta, Georgia. The first of three generations began their work in building a family-based US manufacturer with little more than hard work and the American Dream.

Over the past 50+ years, this family business has continued to grow and expand from what was once a small tool & die shop into an award-winning US manufacturer of products ranging from automobile components to satellite panels and now, the best wall-mounted tool storage system available today, Wall Control.

The Wall Control brand launched in 2003 and is a family-owned and operated business that not only produces a high-quality American Made product but sees the entire design, production, and distribution process happen under their own roof in Tucker, Georgia. Under that same roof, three generations of American Manufacturing are still hard at work creating the best tool storage products available today.

Connect with Wall Control:

Company website | Facebook | Instagram

Adam Bardi, Bardi Heating, Cooling, Plumbing, and Heather Fleming, MST

November 30, 2022 by John Ray

North Fulton Studio

Adam Bardi, Bardi Heating, Cooling, Plumbing, and Heather Fleming, MST

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Adam Bardi, Bardi Heating, Cooling, Plumbing, and Heather Fleming, MST (ProfitSense with Bill McDermott, Episode 38)

On this episode of ProfitSense, host Bill McDermott welcomed two outstanding business leaders. Adam Bardi, Owner and CEO of Bardi Heating, Cooling, Plumbing, talked about growth and scaling a business, attracting talent, and more. Heather Fleming, Business Development Manager at MST, discussed the hot topics in accounting right now, what brought her back to the workforce, and more. Bill closed the show with a commentary on four crucial issues all business owners need to consider as they look ahead to 2023.

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

Bardi Heating, Cooling, Plumbing

Bardi Heating, Cooling & Plumbing has served the greater Atlanta area since 1989, specializing in expert solutions for residential communities. We are family-owned, and we invoke our core values- honesty, family, respect, and a positive attitude in every professional project we obtain.

Website | Facebook | Twitter | Instagram

Adam Bardi, Owner & CEO, Bardi Heating, Cooling, Plumbing

Adam Bardi is many things: loving husband to his wife Heather, Girl Dad of two beautiful daughters, and the proud Owner/CEO of Bardi Heating, Cooling, and Plumbing. Adam has several primary influences that he credits to making him a successful entrepreneur. The first being family. Growing up as a First Generation American, Adam learned the importance of work ethic and the privilege of pursuing the American Dream. Adam’s father instilled important values in him.

Adam believes that being reared by an entrepreneur was the key to his success because he saw first-hand what it takes to be successful. Sports also heavily influenced Adam. As an avid sports fan and former athlete, sports taught Adam how to be a team player and the power of collective action.

He believes that Bardi is the best home service company to work for in Atlanta because of its employees. Adam loves being an entrepreneur because it gives him the ability to provide opportunity. For Adam, it’s not just about the success of his company, it’s about changing lives.

MSTiller LLC (“MST”)

MSTiller LLC (“MST”) celebrates its 66th anniversary this year. The Firm has 4 offices, 3 located in Georgia and 1 in New York. They have over 130 staff members serving clients in a variety of industries. MST is noted by Accounting Today as a “Firm to Watch”, ranked as one of the “Top 25 Accounting Firms” by Atlanta Business Chronicle and ranked by The Atlanta Journal-Constitution as “Top Work Places”.

What makes them different? They advocate for their clients continuously. Their clients view them as problem solvers and trusted advisors that anticipate issues and planning opportunities. They believe that their client service approach is what truly defines their firm. Resources and experience are meaningless without a desire to use those tools to help organizations achieve their goals. MST’s client service approach can best be described as hands-on, proactive and ongoing. They aim to be involved beyond the year-end services. Their client relationships typically are for the long-term, often extending over decades and the continuity of these client relationships is the ultimate testament to their service approach.

MST specializes in serving closely held and privately-owned businesses ranging in size from $10 million to over $300 million in revenue. Their services are composed of a broad range of audit, tax and strategic consulting matters. They have substantial experience in serving as the outside accountant for a wide range of growth and mature professional service providers.

Additionally, MST is a member of the Moore Global network of firms, which provides them immediate access to industry expertise from similar firms throughout the United States and internationally.

Website | LinkedIn | Facebook | Twitter

Heather Fleming, Business Development Manager, MST

Heather Fleming is a Business Development Manager with MST and has helped get this new practice at the firm up and running over the last year and a half. Heather started her professional career at SunTrust Bank in 1998 as a part of their Commercial Banking Training Program. After finishing the training program and working with a commercial banking team in Lawrenceville, she was named a Relationship Manager in 2000. She worked with privately held companies in Gwinnett County as their main point of contact and advocate at SunTrust Bank.

She joins the MST team with a great understanding of the financial world and how to connect with local business owners in the Atlanta market. Her goal is to help businesses determine what accounting services match their strategic or compliance needs and connect them with the partner and team that is going to be best for them and their team.

In her free time, she is raising 3 teenagers, is on the board for a couple non profit organizations, gives back to her community through her membership in YMSL and NCL with her kids, teaches Sunday School to high school girls and enjoys working out at a local CrossFit gym.

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.

Find the Right Conductor for Your Financial Train, with Anthony Chen, Host of Family Business Radio

November 29, 2022 by John Ray

Find the Right Financial Train Conductor

Family Business Radio

Find the Right Conductor for Your Financial Train, with Anthony Chen, Host of Family Business Radio

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Find the Right Conductor for Your Financial Train, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen recommended finding the right “train conductor” to get you on the right financial path.

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 at familybusinessradioshow.com.

Julie Keyes, KeyeStrategies, LLC, Thomas Hamm, SMASH Wellness, Jennifer Montellanico, Insperity, and Dan Mahony, Transcendent Sales Solutions

November 15, 2022 by John Ray

Family Business Radio

Julie Keyes, KeyeStrategies, LLC, Thomas Hamm, SMASH Wellness, Jennifer Montellanico, Insperity, and Dan Mahony, Transcendent Sales Solutions

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Julie Keyes, KeyeStrategies, LLC, Thomas Hamm, SMASH Wellness, Jennifer Montellanico, Insperity, and Dan Mahony, Transcendent Sales Solutions (Family Business Radio, Episode 38)

On this edition of Family Business Radio, host Anthony Chen welcomed four accomplished business leaders to the studio. Julie Keyes, KeyeStrategies, discussed how her own business transitions help her counsel business owners on their own exits. Thomas Hamm, SMASH Wellness, discussed his executive wellness coaching practice, while Jennifer Montellanico of Insperity shared the payroll and benefit services her firm offers. Finally, Dan Mahony discussed his work as a fractional sales executive and how he addresses the sales problems his clients face.

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

KeyeStrategies, LLC

KeyeStrategies is an advisory firm for entrepreneurs looking to grow and improve their business, while also providing Exit Planning and Transition services for companies between $5-30M in annual revenue. The firm’s mission is to help business owners increase enterprise value and prepare the owner and the business for a future exit. Our tagline says it all… “Build enterprise value today, so you can exit on your own terms tomorrow”.

Website | LinkedIn | Facebook | Twitter

Julie Keyes, Founder/President, KeyeStrategies, LLC

Julie Keyes is a Certified Exit Planning Advisor (CEPA) the founder of KeyeStrategies, LLC in Minneapolis, MN specializing in exit and transition consulting for owners of lower and middle market companies. Julie has been an entrepreneur most of her life. As the founder and operator of several companies, she understands what keeps owners up at night.

She works with business owners who seek to understand and maximize their exit and critical transition options. She is actively involved with the Exit Planning Institute, as a faculty member and regular content contributor, and winner of EPI’s “Thought Leader of Year” in 2017 and 2022.

She is also on faculty for Hoopis Performance Network and a Speaker Network member. Her speaking engagements for the financial services and entrepreneurial organizations have included NAIFA, WIFS, FPA, NAWBO, Merrill, UBS, LIMRA, Lincoln Financial Services, Principal Financial Group and Frost Bank.

Julie recently released the 2nd Edition of “Poised for Exit” a book which helps owners of privately held companies navigate the process of business exit. Her weekly podcast, also called “Poised for Exit”, provides content relevant to business owners and advisors alike, and can be found on all major podcast platforms.

She also produced an online course specifically to help advisers educate their clients and prospects on the process of Exit Planning called “Business Transition Readiness: An Owner’s Guide to the Process”.

On a personal note, Julie and her husband Shaun have 8 children and 10 grandchildren, so when she’s not working, she’s spending time with them doing something fun, active, and outdoors.

SMASH Wellness

SMASH Wellness is a world-class wellness concierge service that will customize and entire team of professionals to optimize your human experience. They are your fitness gps to not only achieve your goals but, to surpass them by creating an environment to be your best version of yourself. They are a fine dining white linen event within wellness. Their services are In-Person and Virtual and can be taken anywhere, anytime and as much as you would like.

When you come to SMASH Wellness you are not a number, you will not get lost and you matter!

Website | LinkedIn | Facebook | Instagram

Thomas Hamm, Founder and CEO, SMASH Wellness

Thomas Hamm is CEO, the evangelist at the helm, and after 20 years in the business, he still loves to drive personal success. He is an enthusiastic motivator, trained chef, and carries numerous certifications relative to fitness and nutrition. He is energetic, easy to work with, and fun to be around.

Thomas comes to the table with world-class expertise. He has studied, traveled, and worked with clients in beautiful cities around the globe: Napa Valley, Sydney, Charleston, Miami, San Fransisco, Vail, New York, Luzern and Zurich, Atlanta, Strasbourg, Santorini, Athens, Rome, Milan, Florence, Venice, Oxford, Bath, Lake District-UK, London.

Insperity

We work with small to mid sized businesses in the greater Atlanta area to help them improve efficiencies, reduce risk, and contain cost on all areas surrounding their people. At Insperity, we will match you with a package of HR solutions that truly fits your business. You’ll get access to better benefits, time-saving technology and the first-class service you deserve – complete with dedicated support.

Website | LinkedIn | Facebook | Twitter

Jennifer Montellanico, Business Performance Advisor, Insperity

A seasoned sales & sales leader with 20 years of experience, she has worked with every business industry, preferring to work with Small / Medium businesses to see the true impact. Born and raised in Atlanta, she is a true community advocate working with multiple NFP organizations and currently serving on the board of Cool Girls, Inc – Dedicated to the self empowerment of at-risk girls in Atlanta.

Transcendent Sales Solutions, LLC

Transcendent Sales Solutions is focused on empowering companies with tactical sales strategies to accelerate revenue growth. Dan is an agile, results-oriented, and charismatic leader with a proven track record of turning underperforming sales organizations into revenue producing market leaders. He has a unique ability to create sales messaging and processes that increase revenue, decrease headaches, and provide order and definition in place of chaos and confusion.

Website | Facebook | Instagram

Dan Mahony, President & Founder, Transcendent Sales Solutions, LLC

Dan Mahony is the President of Transcendent Sales Solution, a company that helps and empowers small to mid-sized businesses in turning underperforming sales teams into revenue-producing market leaders. Transcendent Sales Solutions takes a proven results-oriented strategic and tactical approach by developing successful sales plans, building a strict sales approach, and aligning sales teams that will help a business marketing operation run effectively. Dan has a unique ability to create sales messaging and processes that increase revenue, decrease headaches, and provide order and definition in place of chaos and confusion.

Anthony Chen, Host of Family Business Radio

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 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 at familybusinessradioshow.com.

Start with Purpose and Passion, with Anthony Chen, Host of Family Business Radio

July 6, 2022 by John Ray

Family Business Radio

Start with Purpose and Passion, with Anthony Chen, Host of Family Business Radio

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Start with Purpose and Passion, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen reflected on the values, desires, and passion that drives a family business. He noted that once you find the purpose and passion, you can look for a financial team that understands your story and buys into your 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.