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Using an Outside CFO in a Business Transition, with Art Bottoms, B2B CFO

August 8, 2023 by John Ray

B2B CFO
North Fulton Business Radio
Using an Outside CFO in a Business Transition, with Art Bottoms, B2B CFO
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B2B CFO

Using an Outside CFO in a Business Transition, with Art Bottoms, B2B CFO (North Fulton Business Radio, Episode 689)

Art Bottoms, a partner with B2B CFO, joined host John Ray on this edition of North Fulton Business Radio. Art discussed what B2B CFO does, their expertise and experience, the tools they provide to support a business owner during a sale or exit, success stories, and much more.

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

B2B CFO

B2B CFO is “the alternative” to the typical professional services on an exit or buy transition. They use unique tools, talents, and processes to help the business owner(s) through the transition.

Not only are their professionals qualified, but they have published books and software to help with these transitions.

Clients discover that B2B CFO not only has the tenure (in business since 1987) but the tools, talent, and processes to qualify them to be unique in the industry. This becomes a significant advantage to a client’s company and/or to someone they know.

Website

Art Bottoms, Partner, B2B CFO

Art Bottoms, Partner, B2B CFO

As a B2B CFO Partner, Art helps the owners of privately-held businesses reach their personal and business goals.

For over 34 years, he has been helping business owners:
– Navigate Successful Business Transitions
– Increase Company Value
– Increase Personal Wealth
– Reduce Stress
– Reduce Cashflow Worries
– Provide Security for Loved Ones
– Create More Free Time
– Build a Solid Retirement Plan

Art provides his consulting services on an as-needed basis. This helps privately-held businesses benefit from his experience, without the cost of a full-time employee. Art’s specialty is working with businesses whose sales are in the $2M-$75M range.

His areas of expertise include:
– Leading Financial Operations
– Accounting, Audit, and Tax Strategies
– Financial Planning and Budget Management
– Cash Planning and Managing Bank Relationships
– Financial Controls Implementation and Improvement
– Mergers and Acquisitions
– Financial Systems Design and Implementation

When Art is not working, he enjoys spending time with family, playing golf, and indulging his love for seeing new places.

LinkedIn 

Questions and Topics in this Interview:

  • What is B2B CFO?
  • How are you different than a fractional CFO?
  • What are the advantages to using B2B CFO?
  • The resources B2B CFO can provide
  • Planning for an exit and the mistakes business owners make
  • The Exit Strategy Handbook and Software
  • Success stories

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.

RenasantBank

 

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has 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.

Since 2000, Office Angels® has been restoring joy to the life of small business owners, enabling them to focus on what they do best. At the same time, we honor and support at-home experts who wish to continue working on an as-needed basis. Not a temp firm or a placement service, Office Angels matches a business owner’s support needs with Angels who have the talent and experience necessary to handle work that is essential to creating and maintaining a successful small business. Need help with administrative tasks, bookkeeping, marketing, presentations, workshops, speaking engagements, and more? Visit us at https://officeangels.us/.

Tagged With: Art Bottoms, B2B CFO, business exit, Business Owners, Chief Financial Officer, exit planning, Fractional CFO, John Ray, North Fulton Business Radio, Office Angels, outside cfo, renasant bank

Drive More Enterprise Value E114

July 21, 2022 by Karen

E114-Drive-More-Enterprise-Value-feature
Phoenix Business Radio
Drive More Enterprise Value E114
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Drive More Enterprise Value E114

The Tycoons welcomed Chase Birky, CEO of Dark Horse CPAs to the show. After a few existential crises early on in his career, Chase developed the idea of the Dark Horse platform. Chase is breaking the mold of a typical CPA firm and is offering an unparalleled service. The platform allows business owners to focus on building their revenue without being sidetracked by everything not related to client service.

It’s safe to say that Chase hit it out of the park with Dark Horse CPAs. Platform members are a part of a collaborative community that contributes to the growth of the enterprise, which drives more value. They genuinely want to provide resources to your success. This idea was born out of the personal struggles Chase faced as a business owner and he wants to share the Dark Horse solution with you. Dark-Horse-CPAs-logo

Dark Horse is a platform CPA firm that has created the infrastructure, resources, technology, staffing, coaching, marketing and administration that accountants need to be able to build and scale a profitable accounting practice that doesn’t run their lives and allows them to focus on their core strength of client service.

Regarding client service, Dark Horse CPAs provide integrated tax, accounting and CFO services to small businesses and individuals across the U.S. Their mission is to save small businesses (and their owners) from subpar accounting and tax services and subpar client experiences.

These small businesses are Dark Horses among their larger and more well-known competition. Being a Dark Horse CPA means advocating for small businesses by bringing to them the tax strategies and accounting insights previously reserved for big business.

Chase-Birky-Tycoons-of-Small-BizChase Birky grew up in the gloomy Pacific Northwest before being lured to sunny southern California for his undergrad studies at Point Loma Nazarene University.

Originally making this move to advance his baseball career, he soon realized the improbability of making it to the big leagues and so began to focus on gearing himself up for his business career. With a proclivity towards numbers, he was encouraged to declare a major in accounting.

Back in 2008, jobs for recent college graduates were difficult to come by so accounting felt like a safe haven. Thus, Chase began his career at Deloitte working as an auditor where he earned his CPA license.

Desiring to work for a smaller firm with clients in the areas of tax and client accounting services, he left Deloitte to join a boutique, local San Diego firm working with small businesses and individuals as opposed to large, public corporations.

Fast forward a few years later and he founded his own firm, Dark Horse CPAs, that would serve small businesses, individuals, and CPAs in unprecedented ways which created a sense of purpose for him that few accountants experience. It is giving other CPAs this same opportunity to self-actualize that has become his mission in life.

Connect with Chase on LinkedIn and Twitter.

About the Show

Tycoons of Small Biz spotlights the true backbone of the American economy, the true tycoons of business in America… the owners, founders and CEO’s of small businesses. Join hosts,  Austin L Peterson, Landon Mance and the featured tycoons LIVE every Tuesday at 1 pm, right here on Business RadioX and your favorite podcast platform.

About Your Hosts

Autsin-Peterson-on-Phoenix-Business-RadioX

Austin Peterson is a Comprehensive Financial Planner and co-founder of Backbone Planning Partners in Scottsdale, AZ. Austin is a registered rep and investment advisor representative with Lincoln Financial Advisors. Prior to joining Lincoln Financial Advisors, Austin worked in a variety of roles in the financial services industry.

He began his career in financial services in the year 2000 as a personal financial advisor with Independent Capital Management in Santa Ana, CA. Austin then joined Pacific Life Insurance Company as an internal wholesaler for their variable annuity and mutual fund products. After Pacific Life, Austin formed his own financial planning company in Southern California that he built and ran for 6 years and eventually sold when he moved his family to Salt Lake City to pursue his MBA.

After he completed his MBA, Austin joined Crump Life Insurance where he filled a couple of different sales roles and eventually a management role throughout the five years he was with Crump. Most recently before joining Lincoln Financial Advisors in February 2015, Austin spent 2 years as a life insurance field wholesaler with Symetra Life Insurance Company. Austin is a Certified Financial Planner Professional and Chartered Life Underwriter. In 2021, Austin became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses.

Austin and his wife of 23 years, Robin, have two children, AJ (21) and Ella (18) and they reside in Gilbert, Arizona. He is a graduate of California State University, Fullerton with a Bachelor of Arts in French and of Brigham Young University’s Marriott School of Management with a Master of Business Administration with an emphasis in sales and entrepreneurship.backbone-New-Logo

Connect with Austin on LinkedIn, Facebook, Twitter, and Instagram.

LandonHeadshot01

Landon Mance is a Financial Planner and co-founder of Backbone Planning Partners out of Las Vegas, Nevada. He rebranded his practice in 2020 to focus on serving small business owners after operating as Mance Wealth Management since 2015 when Landon broke off from a major bank and started his own “shop.”

Landon comes from a family of successful entrepreneurs and has a passion and excitement for serving the business community. This passion is what brought about the growth of Backbone Planning Partners to help business owners and their families. At Backbone Planning, we believe small business owners’ personal and business goals are intertwined, so we work with our clients to design a financial plan to support all aspects of their lives.

In 2019, Landon obtained the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute. With this certification, Backbone Planning Partners assists business owners through an ownership transition while focusing on a positive outcome for their employees and meeting the business owner’s goals. Landon is also a member of the Business Intelligence Institute (BII) which is a collaborative group that shares tools, resources and personnel, and offers advanced level training and technical support to specifically serve business owners. In 2021, Landon became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses by counseling owners about exit options, estimating the value of the business, preparing the business for exit and tax considerations.

Landon enjoys spending time with his beautiful wife, stepson, and new baby twins. He grew up in sunny San Diego and loves visiting his family, playing a round of golf with friends, and many other outdoor activities. Landon tries to make a difference in the lives of children in Las Vegas as a part of the leadership team for a local non-profit. He regularly visits the children that we work with to remind himself of why it’s so important to, “be the change that you wish to see in the world.”

Landon received his B.S. from California State University Long Beach in business marketing and gets the rest of his education through the school of hard knocks via his business owner clients.

Connect with Landon on LinkedIn.

Gary-Braun-Breakthrough-the-Growth-Plateau-E52Gary Braun is a Founder and co-owner of Pivotal Advisors. In his role at Pivotal, Gary is primarily responsible for business development but, he’ll gladly take on few clients in a consulting role. Gary speaks with and partners with other firms that help drive top-line growth.

Gary, helps organizations define where growth is coming from, helps them hire and/or develop the sales team, identify ideal clients and markets, and leverage true differentiators (even in commodity markets). He also implements sales processes, targets specific KPIs, increases activity, creates and applies sales compensation plans, and develops sales leadership skills.Pivotal-Advisors-Logo1

Pivotal Advisors LLC is dedicated to creating a community of people who strive for excellence in sales and leadership. A Sales Operating System is the model for how to achieve excellence. Leadership is the First Factor of success in any sales organization. Therefore, building and developing leaders responsible for generating revenue is critical for growth.

Follow Pivotal Advisors on LinkedIn, Facebook and Twitter.

Austin Peterson and Landon Mance are registered representatives of Lincoln Financial Advisors Corp. Gary Braun and Pivotal Advisors are separate from and not affiliated with Backbone Planning Partners/Lincoln Financial Advisors. 

Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Backbone Planning Partners is a marketing name for registered representatives of Lincoln Financial Advisors. 

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

The content presented is for informational and educational purposes. The information covered and posted are views and opinions of the guests and not necessarily those of Lincoln Financial Advisors Corp.

Business RadioX® is a separate entity not affiliated with Lincoln Financial Advisors Corp.

Tagged With: Fractional CFO, small business accounting, small business tax prep, tax planning

Workplace MVP LIVE from SHRM 2021: Kris Garcia, Sandvik, and BriAnn Rachele, NOW CFO

September 30, 2021 by John Ray

NOW CFO
Minneapolis St. Paul Studio
Workplace MVP LIVE from SHRM 2021: Kris Garcia, Sandvik, and BriAnn Rachele, NOW CFO
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Kris Garcia

Workplace MVP LIVE from SHRM 2021: Kris Garcia, Sandvik, and BriAnn Rachele, NOW CFO

Taking a break for your mental health and finding the work that is right for you are two themes in this episode. On this live edition of Workplace MVP, Kris Garcia with Sandvik and BriAnn Rachele with NOW CFO joined host Jamie Gassmann to have an inspiring conversation about doing what you love, learning your way into a new job, imposter syndrome, and much more. Workplace MVP is underwritten and presented by R3 Continuum and produced by the Minneapolis-St.Paul Studio of Business RadioX®.

This show was originally broadcast live from the 2021 SHRM Annual Conference held at the Las Vegas Convention Center in Las Vegas, Nevada.

Kris Garcia, HR Generalist, Sandvik and host of BFF Energy

Kris Garcia, HR Generalist, Sandvik and host of BFF Energy

Kris says he feels like the Bruce Wayne of the HR world.  He is an HR professional with experience in recruitment, talent management, analytics, relationship management, and operations. Much like Bruce, his past has definitely defined his present and will continue to define his future.

With over seven years of human resource experience, Kris has had the opportunity to mentor and provide guidance to individuals through all stages of the employment lifecycle. He has provided cost-effective solutions and championed cross-collaboration amongst departments. He likes to say he’s working toward creating the Justice League of HR.

From day to night he transforms into an even more self-driven, creative powerhouse set on building my own space in fashion & entertainment. He makes bow ties for all occasions.He officiates weddings and coordinates events, MCs and moderates panels.

Now he’s the cohost of BFF Energy,  a podcast where he talks about it all.

LinkedIn | Instagram | Twitter

Sandvik

Sandvik is a high-tech and global engineering Group with about 37,000 employees with a strong commitment to enhancing customer productivity, profitability and sustainability.

Their operations are based on unique expertise in materials technology, extensive knowledge about industrial processes and close customer cooperation. This combination, coupled with continuous investments in research and development (R&D), has enabled them to achieve world-leading positions in the following areas:

  • Tools and tooling systems for industrial metal cutting
  • Equipment and tools, service and technical solutions for the mining and construction industries
  • Advanced stainless steels and special alloys as well as products for industrial heating

The Sandvik Group conducts operations in four business areas with responsibility for research and development (R&D), production and sales of their respective products and services

Company website

BriAnn Rachele, Utah Market President at NOW CFO

BriAnn Rachele, Utah Market President at NOW CFO

BriAnn Rachele is the Utah Market President at NOW CFO. She has been with NOW CFO since 2018 and now runs the flagship office at NOW CFO.

BriAnn has a circuitous route to NOW CFO. She began her journey in modeling and hospitality. She was in a sales position in hospitality and transferred that skillset, learning the financial aspects on the job at NOW CFO.

BriAnn considers herself a constant learner.

LinkedIn

NOW CFO

Financial services are key to better cash flow control, increased operational efficiency, and accelerated business growth. With the help of a financial consultant, your business can achieve financial visibility. NOW CFO’s outsourced CFO services are available on a fractional, part-time or as-needed basis.

NOW CFO adopts a “roll-up-your-sleeves” approach to financial consulting. They specialize in providing full-service CFOs, controllers, and operational accountants to consult with their clients. The success of their clients is their singular focus. With that focus in mind, they hire advisors with extensive experience in financial reporting and management. They are skilled professionals who can take on any finance or accounting problems a company might face.

NOW CFO’s reputation stands on their talented management consultants and financial analysts. Their entrepreneurial spirit leads NOW CFO to share that talent with many industries and businesses.  NOW CFO aims to become their clients’ partner in success. This desire builds strong bonds between them and their clients, many of whom are respected industry leaders.

Company website

About Workplace MVP

Every day, around the world, organizations of all sizes face disruptive events and situations. Within those workplaces are everyday heroes in human resources, risk management, security, business continuity, and the C-suite. They don’t call themselves heroes though. On the contrary, they simply show up every day, laboring for the well-being of employees in their care, readying the workplace for and planning responses to disruption. This show, Workplace MVP, confers on these heroes the designation they deserve, Workplace MVP (Most Valuable Professionals), and gives them the forum to tell their story. As you hear their experiences, you will learn first-hand, real-life approaches to readying the workplace, responses to crisis situations, and overcoming challenges of disruption. Visit our show archive here.

Workplace MVP Host Jamie Gassmann

Jamie Gassmann, Host, “Workplace MVP”

In addition to serving as the host to the Workplace MVP podcast, Jamie Gassmann is the Director of Marketing at R3 Continuum (R3c). Collectively, she has more than fourteen years of marketing experience. Across her tenure, she has experience working in and with various industries including banking, real estate, retail, crisis management, insurance, business continuity, and more. She holds a Bachelor of Science Degree in Mass Communications with special interest in Advertising and Public Relations and a Master of Business Administration from Paseka School of Business, Minnesota State University.

R3 Continuum

R3 Continuum is a global leader in workplace behavioral health and security solutions. R3c helps ensure the psychological and physical safety of organizations and their people in today’s ever-changing and often unpredictable world. Through their continuum of tailored solutions, including evaluations, crisis response, executive optimization, protective services, and more, they help organizations maintain and cultivate a workplace of wellbeing so that their people can thrive. Learn more about R3c at www.r3c.com.

Company website | LinkedIn | Facebook | Twitter</a

TRANSCRIPT

Intro: [00:00:03] Broadcasting live from the SHRM 2021 Conference at the Las Vegas Convention Center, it’s time for Workplace MVP. Brought to you by R3 Continuum, a global leader in workplace behavioral health, crisis, and security solutions. Now, here’s your host.

Jamie Gassmann: [00:00:22] Hello, everyone. Jamie Gassmann, your host of Workplace MVP, here again, broadcasting episodes from our SHRM 2021 Conference here in Las Vegas. And with me, I have two guests with me for this episode. I’ve got Kris Garcia, Human Resource Generalist for Sandvik. And, I’ve got BriAnn Rachele, who is the Market President for Now CFO. Welcome to the show, you two.

Kris Garcia: [00:00:45] Thank you.

BriAnn Rachele: [00:00:46] Thanks, Jamie. Happy to be here.

Jamie Gassmann: [00:00:47] So, I’m going to go ahead and start out with Kris here today. Kris, tell us a little bit about yourself and what drove you into H.R. or kind of enticed you into H.R. however you want to approach that? Give us a little background on you.

Kris Garcia: [00:01:00] Yeah, sure. So, Kris Garcia, working at Sandvik. I’ve been there for about five years and, you know, I think that what started it for me was the people aspect of H.R. I really gravitate towards that. I came to a point in my life where I said, what is it that I really have a passion for? What is it that I really want to do? And, I took a three-month hiatus. I left the job that I was at before, and I said I can’t really do this anymore. I don’t like the people. I’m not feeling valued. I feel like I’m being criticized. Like, I can’t be my most authentic self.

Kris Garcia: [00:01:38] And so, what did I do? I said, well, let’s pick up a hobby. Let’s make bow ties. So, I made bow ties. So, I learned how to make bow ties, right. So, just like continue peeling layers and onion layers here, because that’s kind of what I am. So, I said, let’s do it, let’s try it for a couple of months. And then, I went to Europe for a little bit to just kind of find myself and took a little vacation. And then, I came back and I said let’s reevaluate who you are and what is it that you want to do? And, it came down to people. I like people operations. I like having empathy. It’s a big component of who I am as a person, and that kind of drove me into the world of H.R. And I said, yeah, this is where I belong. In whatever capacity that would have been, that’s what I want to do for the rest of my life.

Jamie Gassmann: [00:02:30] I love that. That’s so powerful. You know, I have a mentor of my own that always says it’s okay to pause to speed up, slow down to speed up. You almost did that yourself with your career going this isn’t the direction I want. It’s so fascinating. And, bow ties.

Kris Garcia: [00:02:46] Yeah.

Jamie Gassmann: [00:02:46] Of all things.

Kris Garcia: [00:02:47] Of all things.

Jamie Gassmann: [00:02:48] Interesting.

Kris Garcia: [00:02:48] You know what? It’s funny because I said, “Hey, what is something quirky that not everybody wears?” And I said, “Yeah, it’s a bow tie.”

Jamie Gassmann: [00:02:56] Yeah.

Kris Garcia: [00:02:57] And, I want it to be like men, women, anybody in between can wear it. And it’s just, it gives you a little bit of personality. It gives you a little bit of something. So, tomorrow for the concert, you’ll most likely see me in one of my own creations.

Jamie Gassmann: [00:03:12] Awesome.

Kris Garcia: [00:03:13] So, stay tuned to me. Look out for me.

Jamie Gassmann: [00:03:15] Stay tuned. That’s fantastic. So, you were also sharing with me. Now, over the last year, H.R. professionals across the globe have been challenged in balancing, you know, different work environments, you know, different regulations and rules. Talk to me a little bit about that, and I know you have a personal story that we’re going to get to a little bit. But how has that been for you as a professional over this last year?

Kris Garcia: [00:03:41] Well, you know, it’s funny because even with my job, I was 100% remote. I am 100% remote. I work from home doing H.R. I support the folks on the West Coast and I’m an East Coaster. I’m from New Jersey. So, I am three hours. And so, you know, I have to kind of be always in that kind of emotion where like, if someone needs me like 8 o’clock my time, it’s only 5 o’clock their time.

Kris Garcia: [00:04:05] So, a lot of it for me has been, how do I continue, especially after this pandemic and all this stuff that’s been going on that we’re currently living in how do I continue to best support my people who are a lot of them are our technicians that have to go into the office. They don’t have this flexibility of going and working from home. You can’t rebuild a machine from your garage. It’s too big. Our machines are too big, so it’s for mining and construction, so you can imagine the behemoths that we have. So, for me, it’s more like I want to be able to still show my presence there, even if it’s virtual.

Jamie Gassmann: [00:04:51] Yeah, amazing. And, you know, and I’m going to go into this like self-care channel because you shared something that was just really inspiring before we got onto the show itself. But, you know, from a self-care perspective, you know, they promote a lot of that and how you need to take care of yourself, not just in the work environment, but, like, whether it’s meditation or finding some type of an outlet to relieve stress and burnout. Share with us a little bit about what you did over the last year as you kind of balance that isolation that was felt when you were in quarantine.

Kris Garcia: [00:05:21] Yeah. It really was quite a feat for myself. I said I needed a place to have an outlet, especially that was virtual. I went and, you know, I usually go and see my friends all the time, brunches and gatherings, book club, you know wine club, whatever club, all the clubs, just so it gives us an opportunity to hang out, be together and do things together and share our stories. But with the pandemic, I didn’t get to see any of them.

Jamie Gassmann: [00:05:57] Yeah.

Kris Garcia: [00:05:58] We all were very aware of our surroundings and said, you know, we want to be part of our own clusters and we have to be. Like, we created our own clusters so that we knew who we were being a part of. But at the same time, it just didn’t give me that enough of a sensation to say, I don’t feel that connected to you anymore. So, I said, guys, I’m coming up with a podcast.

Jamie Gassmann: [00:06:21] Yeah.

Kris Garcia: [00:06:22] And, you know, my podcast evolved. It was originally just going to be more pop culture-related and ’90s driven. I’m a ’90s baby, so, for me, ’90s, anything excites me.

Kris Garcia: [00:06:35] But then as I kept doing it, I shifted into this what I called now, the podcast is now called BFF Energy! And, it’s just us. And, it’s my friends. I mean, I do it with my best friend and she’s my co-host. Shout out to you Neen. But we go in there and we just talk. And, it could be from anything from self-help to how we’re feeling, how we’re feeling at work, what frustrations we have. She’s about to get married in November, so we’ve been talking about that a lot. But it has brought me this overwhelming sense of joy that gave me a chance to do a check-in with myself.

Jamie Gassmann: [00:07:19] Yeah.

Kris Garcia: [00:07:20] You know, and it has been so great.

Jamie Gassmann: [00:07:23] So, looking at that from a personal kind of realization of the impact of that, from your H.R. perspective, how could something similar to that be implemented into a work environment that might aid in helping some of the employees have some of that connection?

Kris Garcia: [00:07:39] Yeah. Honestly, I think it starts with self-empathy, which it’s not, I don’t – it’s not really even a term, but to me, it is. It’s about really understanding who you are, what you want, and how – if your job isn’t helping you, figure out how to get that. Because sometimes it’s outsourcing the information. Sometimes it’s just not available whether because, you know, your H.R. person or your local manager or whoever maybe doesn’t have that knowledge base, and that’s okay. There’s nothing wrong with that. But it’s about you understand you better than anybody understands you. So, you have to be the one to empower yourself to say, what’s going to help me stay focused, not go crazy, especially when things around me are out of control?

Jamie Gassmann: [00:08:31] Sure. Yeah.

Kris Garcia: [00:08:33] For me, that would be, the best advice is self-empathy.

Jamie Gassmann: [00:08:36] Yeah. And, you had that ability to take a three-month hiatus and kind of take some time off. If there’s somebody listening who’s just finding that really intriguing, going how can I do that? I can’t stop working to do that. How can they navigate that? Or what kind of resources do you know of that are accessible, like, maybe in an H.R. capacity that they can tap into? That might help them to be able to do that.

Kris Garcia: [00:08:59] Absolutely. So, I would say first thing, if you can take, you know, some FMLA, some short-term leave, that’s definitely one part to kind of, one secure that you still have a job when you come back if this is the job for you, right? If you are, I’m at a company that I love but right now I need a mental checkout. That’s okay. H.R. understands that. Your manager will at some point understand that. It may not feel right for their agenda, but we can’t be working off everybody’s agenda.

Kris Garcia: [00:09:29] I always say the most H.R. – the most non-H.R. thing sometimes is everybody at the end of the day is an employee ID number, and people hate when I say that. And, the reason I say that is because that kind of puts you in check to say, I am just a number, so I need to learn how to value myself and that the company that I’m at really values who I am. And if they don’t, then don’t.

Kris Garcia: [00:09:55] But also from a monetary perspective, because we have to worry about the bills and we have to worry about that stuff and you have to prepare yourself. I prepared myself six or eight months in advance.

Jamie Gassmann: [00:10:07] Yeah.

Kris Garcia: [00:10:08] I knew at some point that this was coming. So, I said, I need to do this and how am I going to do that? Fortunately, for me, I was living with some roommates, so it was easier for me to pay some stuff and kind of put stuff aside. But not everybody has that luxury. I would just assess what you have. If you have to take a small loan, you know that’s something that you have to do, that’s fine. It’s, again, at the end of the day, you have to have that mental check-in for yourself so that you can say, “Hey, self, if we’re going to do this, let’s plan today and let’s not wait till tomorrow.”

Jamie Gassmann: [00:10:41] Yeah. Let’s be prepared for it. But then, obviously, what you’re meant – what you’re sharing is that there’s options out there and people just may need to look at what’s the best option for them. And, just one final question and just kind of a thought to leave the audience with. If, you know, for you, what has this done in your life and career direction, taking that time out and kind of self-evaluating what’s important? What’s changed for you?

Kris Garcia: [00:11:08] My creativity has been heightened. I’m a very creative person. I like to do many things and giving myself that mental check to one say, what am I really passionate about career-wise? And, where do I see it going? It’s in H.R. Eventually, I joke with my boss, but I always say, at the end of the day, I’m going to take your job because I do, and he knows that and it’s great. But at the same time, it’s also about the job. The company that I work for and the people that I’m surrounded by also give me the space to be creative. And I can think outside the box, what I call my H.R. 2.0 version, and it’s what I go by. That’s what keeps me running so that I can maintain that creativity, that flexibility and then apply it to other things that I’m passionate about, like my podcast.

Jamie Gassmann: [00:12:07] Yeah.

Kris Garcia: [00:12:07] And, you know, maybe making more bow ties. I mean, who knows, right?

Jamie Gassmann: [00:12:11] Yeah.

Kris Garcia: [00:12:11] Like, the possibilities are endless, but I haven’t had done that. It really changed my entire outlook on my whole life. And, I would never take that back again.

Jamie Gassmann: [00:12:24] Yeah, wonderful. And, such a brave move. And, it’s paid off for you.

Kris Garcia: [00:12:28] It has.

Jamie Gassmann: [00:12:29] Very great. Awesome.

Jamie Gassmann: [00:12:30] So, now, we’re going to shift over to our next guest. We’ve got BriAnn Rachele, Market President at Now CFO. Hi, BriAnn.

BriAnn Rachele: [00:12:37] Hi, Jamie.

Jamie Gassmann: [00:12:38] So, BriAnn, share with us your career journey, how you got into being Market President for Now CFO.

BriAnn Rachele: [00:12:43] Okay, yeah. First, can I just say, Kris that was a really inspiring conversation.

Kris Garcia: [00:12:49] Thank you.

BriAnn Rachele: [00:12:49] Jamie, you asked great questions. It was really cool to listen to you and I learned a lot just from the short time that I’ve been sitting next to you.

Kris Garcia: [00:12:55] Thank you so much.

BriAnn Rachele: [00:12:55] Yeah, thank you. Yeah. So, I kind of have a really weird background. I dropped out of high school when I was 15 and I started modeling. I moved overseas and traveled around for 10 years, working full time as a model, and got my GED, didn’t go into any schooling after that. And so, I was kind of always in sales mode, right? As a model, you’re going on castings, you’re selling yourself, you’re trying to get jobs through your personality and trying to build that rapport with a potential client. And, you know, 30 seconds to five minutes of meeting someone, showing them your photos, which is the product, right? And then, trying to convince them that you’re the one that they want to work with.

BriAnn Rachele: [00:13:40] So, I feel like I’ve always had that sales face on, and then I always held a second job in hospitality, working as maybe a cocktail waitress or a barista or a server. And then, when I stopped modeling, I moved into events for hospitality groups, so restaurant and bar groups. This sounds so off-topic with where I’m sitting, but I promise I’m getting somewhere. And then, I moved into management for hospitality, moved into sales, and then I was just kind of complaining to my girlfriends over brunch about my job. And, I had moved back to Utah, which is where I live now.

BriAnn Rachele: [00:14:19] And, I wasn’t happy with where I was and my girlfriend just said, “You’re doing sales anyway, why don’t you come work for this company called Now CFO?” A few of my girlfriends worked there, and I said, “Well, what do they do?” They tried to explain it to me, and I didn’t really understand it, to be honest, at first. So, I had to do a lot of digging and a lot of learning. I interviewed with my former boss and I got the sales job.

BriAnn Rachele: [00:14:41] So, I’ve been with Now CFO for three years now. I worked as a sales, you know, business development representative for two and a half of those years under the founder of the company, worked for the flagship practice there in Utah. We do outsource accounting and finance for those of you who don’t know, so mostly high-level stuff, CFO controller level type stuff. We have a staff of CFOs and controllers even down to bookkeepers that we rent out on an hourly basis to clients who might not need them full time.

BriAnn Rachele: [00:15:13] So, I had to learn a lot in that position about finance and accounting. I got the opportunity to meet with different business owners and business leaders every single day, learning the ins and outs of different industries and how they came to be where they were. And then, I got to advise them on the financial and accounting side, on what they needed to do to get to where they wanted to go.

BriAnn Rachele: [00:15:35] So, I did that for two and a half years, and then my boss sidestepped into the CFO role at Now CFO, and me and the director at the time got bumped up to fill his role. He was a really great guy, is a really great guy. So, it took two of us to fill his position. And so, here I am, you know, no finance or accounting background, running my own practice, the flagship practice there in Utah for almost 400 person company. Super, super fun.

BriAnn Rachele: [00:16:05] I’m learning a lot every single day, and kind of the biggest takeaway for me right now is kind of running my own, it’s like I’m running my own business. I get to be the client, right. I have my CFO who I’m talking to on at least a monthly basis, going through our reports and everything, and I really get to see the client-side of why a CFO is so important. Because if I didn’t have him explaining the numbers to me, I would not know what I’m doing.

BriAnn Rachele: [00:16:31] So, anyway, very long-winded answer of how I came to be where I am. I definitely have, like, the imposter syndrome thing going on. I feel the people around me, especially at this conference. It’s great to see so many women, first of all, at a conference in general, but so many executive women who have worked really hard to get to where they are. And, yeah, it’s really great to be here.

Jamie Gassmann: [00:16:54] Yeah. That’s fascinating. So, it sounds like you kind of had your own kind of career track at some point in time going, “Gosh, this isn’t really what I want to be doing,” and got into something that’s now kind of brightened like a passion in you and kind of learning a different trade. Very cool.

BriAnn Rachele: [00:17:08] Thank you.

Jamie Gassmann: [00:17:09] So, you know, and you mentioned imposter syndrome, and that’s so common and a lot of, you know, as people climb ranks within, you know. What does that feel like for you? You know, in your role? Like, what are some of the things that you, you know – how do you combat that?

BriAnn Rachele: [00:17:26] Yeah. So, it is difficult and it is interesting as I talk with peers. You know, I’m a part of a lot of different networking groups. Now, I get to be amongst executives, and I’m learning that more often than not, other people, like you said, are experiencing the same thing, which sucks. But it’s also really great for me to be able to, you know, relate to these people.

BriAnn Rachele: [00:17:52] As far as combating it, I guess kind of what I’m doing here today. So, I came to this conference to meet people to be able to learn what resources are out there so I can take that back to our prospects and our clients and give them resources. A lot of the time the companies that we’re working for also don’t have, you know, an H.R. person or a department. And so, that’s what I’m really doing here is just learning so I can take that back to them.

BriAnn Rachele: [00:18:19] But from being here, I’m learning a lot for myself on how to become a better leader, which is really important to me. It’s a new thing for me, running a team. And so, I think I’ve kind of just fallen into this part of it. But that’s something that I’m doing, and I’m just trying to wrap my arms around it and really soak everything in and really listen to the people that I’m meeting, and everyone’s really interesting here. They all have their own stories like Kris. Had I not sat down to do this podcast, I probably wouldn’t have run into Kris and learn all this. And, there’s so much knowledge in this room alone. So, I think today I’m definitely going to just talk to as many people as I can and learn from them and try to fix that imposter syndrome and become the leader that I want to be so I don’t feel that anymore.

Jamie Gassmann: [00:19:02] Yeah, that’s fantastic. And, honestly, it’s always good to know when you talk to other people and open that dialogue that you’re not alone. And, that’s a very common feeling when people move into those certain roles. And, obviously, you know, the mentorship, you kind of mentioned that you moved into your previous boss’ role, you know. How has that been for you and kind of, because, obviously, you know, coming into that industry, maybe not with as much of the knowledge as maybe some of your peers might have had, you really have been able to embrace and kind of learn from others and I think it’s really fascinating. So, how has that mentorship helped you as you’ve grown in your career?

BriAnn Rachele: [00:19:40] With my previous boss specifically?

Jamie Gassmann: [00:19:43] Or just in general?

BriAnn Rachele: [00:19:44] Okay.

Jamie Gassmann: [00:19:44] It sounds like you’ve had a lot of mentors that have helped to guide you along your path.

BriAnn Rachele: [00:19:48] Yeah, super, super important. So, if I didn’t have those people, I would not be where I am today. I think I definitely would have given up and changed, you know, made a change, had some excuse as to why I would have needed to change industries or professions in some way, shape, or form. So, it’s been imperative. Can I throw a couple of names out there?

Jamie Gassmann: [00:20:11] Oh, absolutely. Yeah.

BriAnn Rachele: [00:20:12] So, my former boss, Brian Hayes, our founder, Jim Bennett, have been just the best resources, learning from them, watching them work, being able to be, work side by side with them for the last three years, and learn everything, be able to feel like I can openly ask questions. And, you know, they make me feel like those questions are valid and they walk me through it, and they’ve just given me so much knowledge. Also, my co-market president, Nate Sorenson, I would not be here without him. He is just so smart and we do things very differently from each other. So, really trying to have open conversations about how both of us can be better in whatever way has really helped. And then, Jeff Erickson, he’s with a company called Carta, my main mentor. I kind of go to him for everything in life, personally and professionally, and he’s been great.

BriAnn Rachele: [00:21:04] So, I think it’s imperative to make those connections with people and even if it’s a mentor for five minutes. And, I learned so much from Kris or you, Jamie. Or, if you have a mentor that you can have there for you over the years, just take it all in as you can, and it’s imperative that you have those people in your life.

Jamie Gassmann: [00:21:20] Yeah, absolutely. Well, and they see things in you that you don’t see in yourself. And so, I’m sure you probably have, you know, identified that in your career where it’s like, gosh, really me? Like, okay, I can do this, you know, they believe in me. I’m going to take that step forward, which is fantastic.

BriAnn Rachele: [00:21:37] Yeah, and I think the keyword is they, you know, I think, if people can really try to branch out and have many mentors. If you’re hearing it from one person, it can kind of get, you think that it might be biased, you know. But when you’re hearing it from different people around you, then that’s when it really kind of sinks in more and when it’s consistent. So, I think other people are the key. People are the key.

Jamie Gassmann: [00:22:00] Yeah. Well and as leaders too, right? When you think of like a leader, like you’re in a leadership role, you know, I lead a team of marketers as well, you know, being able to be that mentor for somebody else, you know, how much is – you know, do you feel like you’re doing that for your team or are you anxiously waiting to go back and be able to do some of that?

BriAnn Rachele: [00:22:24] I feel like I’m not there yet. I’m really trying, yeah.

Jamie Gassmann: [00:22:28] Yeah. You’ll get there. Yeah. I know, I mean, and it’s just being aware of, like, the impact that’s made on your own career. And so, here at the SHRM Conference, you know, obviously you mentioned that some of the sessions you’ve just gathered so much information. What have been some of the great takeaways that you can’t wait to kind of bring back to your team from what you’ve heard throughout the sessions?

BriAnn Rachele: [00:22:50] Yeah. I think, first of all, the resources that are here, I mean, I’m looking around the Expo Center right now and there are just so many booths and I’ve only made it through not even a quarter of them yet. And, I am writing notes on all the business cards. You know, there are just so many resources out there.

BriAnn Rachele: [00:23:08] So, that’s one thing that I that I’ve taken away is, and it’s kind of what you said, Kris, where if you don’t know, go searching for it, you’re going to find it. There are so many different services out there and technologies and they’re all there to help there, especially in the H.R. space, right. They’re there to help you. So, I think that’s one for sure.

BriAnn Rachele: [00:23:29] And then, the other big takeaway for me, I was sitting on in the general session yesterday with, oh gosh, I forgot his name but the founder of Chipotle and their H.R. director. And, culture, culture, culture, right? That’s what everyone says. But it’s so hard to figure out where to start with that. It’s like, what do you do? What do you – do I just have a meeting and say, hey, guys, we’re going to work on our culture.

BriAnn Rachele: [00:23:56] There’s so many steps that you can take, and I think it’s really important like Kris said, again, start with anything, start today, don’t start tomorrow because it keeps getting pushed off. Start with one little thing and then let it grow from there. You’ll see a difference and then you can start adding things. So, that’s a huge takeaway that I got from yesterday’s general session.

BriAnn Rachele: [00:24:14] I think what I’m going to do, and maybe you should check up on this with me. Make sure I do it, Jamie.

Jamie Gassmann: [00:24:20] [Inaudible] hold you accountable.

BriAnn Rachele: [00:24:22] One thing that she said is listen to your employees so they’ll go in and they’ll just – or they’ll have their leaders go in and just say they’ll take one minute to talk. Hey, this is what I’m doing here. Nice to see you guys. And then, instead of them presenting as a leader, they open it up and the next 59 minutes or 55 minutes are for the employees to talk and present to the leaders. And, I think that that’s awesome. So, I’m going to give that a go and we’ll see how it works.

Jamie Gassmann: [00:24:54] Yeah, yeah. Having that transparency and giving your employees that comfortability to know that it’s okay if they talk.

BriAnn Rachele: [00:25:02] Yes.

Jamie Gassmann: [00:25:02] That you want to hear from them is so important, especially after this last year, right? I mean, you need to hear from them because everything has changed so much, not only in our business world but also in our employees’ lives and worlds that, you know, hearing that conversation with them makes such a difference.

BriAnn Rachele: [00:25:19] Yeah. And, I think the other thing that they said was, you know, you can listen all you want but if you don’t do anything after, it doesn’t mean anything.

Jamie Gassmann: [00:25:26] That’s such a key takeaway right there. You got to put into action at least something.

BriAnn Rachele: [00:25:30] Yeah. And then, what they said beyond that because then it’s like, well, that’s really huge. That’s a lot of pressure. You know, like, what am I going to do? I’m going to go fix everything now. So, what they preface that with is, hey, we’re going to do – we’re going to make changes. We’re going to do the best that we can. If we don’t get it right, we’re going to try again until we get it right.

BriAnn Rachele: [00:25:48] So, I think that’s a really solid promise that you, as long as you’re trying, you’re going to be able to keep that. So, that takes a lot of pressure off of like getting things right the first time and probably the biggest takeaway thus far.

Jamie Gassmann: [00:26:00] Yeah. Well, I’m glad you shared that here on our show because that’s such a great takeaway and it’s also a really good reminder for leaders to know you don’t have to have it perfect right out the gate. But as long as you can show that you tried and that you heard and you listened and you took action from what they heard, it makes such a big difference. So, thank you for sharing that.

BriAnn Rachele: [00:26:18] Thank you.

Jamie Gassmann: [00:26:19] Now, if our guests wanted to get a hold of either of you, to touch base, learn a little bit more, find out where your podcast is or where to get a bow tie, or just wanting to hear more or like reach out in terms of mentoring and, you know, helping with imposter syndrome, which is so common, a lot of people go through that, how can they reach out to you? How would you like them to get in touch? Try that again.

Kris Garcia: [00:26:44] Let’s try that again. There you go. [Inaudible] once I can hear myself.

Jamie Gassmann: [00:26:47] Yeah.

Kris Garcia: [00:26:48] It’s like.

Jamie Gassmann: [00:26:48] Yeah.

Kris Garcia: [00:26:49] You can reach me on Instagram, Twitter, @krisjgarcia, K-R-I-S, J Garcia. And, I feel free. I love talking to people. I love being able to share my own journey but also listening to your journey and how best you can kind of get that. And, also, if you want to have a fun distraction, you can listen to the podcast. It’s called BFF Energy! With Neen and Kris, and that’s available on all platforms. Actually, it’s BFF Energy! With Kris and Neen. I made it up so it’s me first. What? How dare I? See. That’s how good of a friend I am. Put my friends first. But you can also follow that, BFF Energy! pod, on all the platforms and it’s available on all streaming services.

Jamie Gassmann: [00:27:36] Wonderful. How about for you, BriAnn?

BriAnn Rachele: [00:27:39] Yeah. So, I mean, everyone, please go add me on LinkedIn, Instagram. I couldn’t say it better than Kris had just said, just love meeting new people, hearing their stories, sharing mine. So BriAnn Rachele, B-R-I-A-N-N R-A-C-H-E-L-E.

Jamie Gassmann: [00:27:57] Wonderful.

BriAnn Rachele: [00:27:57] Yeah.

Jamie Gassmann: [00:27:57] Thank you both for being on our show. Very inspiring stories, both of you, honestly. I’ve learned so much and it’s just so great. You know, it’s okay to take a time out and reassess your career. And, that’s such a great takeaway from this conversation. Thank you for sharing all that.

Kris Garcia: [00:28:10] Thank you.

BriAnn Rachele: [00:28:10] Thanks, Jamie.

Jamie Gassmann: [00:28:11] And, if you are in our SHRM Expo, stop by Booth 4076 to hear our podcast or to kind of meet our show sponsor, R3 Continuum. And, with that, you guys have a great rest of your day.

Kris Garcia: [00:28:23] You too. Thank you so much.

BriAnn Rachele: [00:28:24] Thank you.

 

 

Tagged With: BFF Energy, BriAnn Rachele, Fractional CFO, Jamie Gassmann, Kris Garcia, NOW CFO, podcasts, R3 Continuum, Sandvik, Workplace MVP

Be Proactive Not Reactive E63

July 22, 2021 by Karen

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Phoenix Business Radio
Be Proactive Not Reactive E63
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Be Proactive Not Reactive E63

Ryan Weissmueller joins the Tycoons for another great show, full of information for the business owner in today’s market. With all the new tax laws, it’s important to consult with your local CPA for tax planning, not just tax preparation. A good tax planner should also be a part of your advice team. Every business owner should know their gaps, diversify, leverage their network, and know their banking situation. Always be ready for an unsolicited offer and be able to prove you are not a risk.

The overriding theme of this episode is to be proactive in every aspect of your business, rather than reactive. What can you do now to prepare your business to withstand future challenges? As Ryan said, keep taking the next 3 steps until you’ve reached the summit. There’s a lot of relevant topics in this show, and Ryan was once again full of knowledge and experience aimed at helping entrepreneurs and business owners.

Successful businesses face new challenges as they evolve over time. Fintrepid Solutions exists to help its clients navigate those challenges, providing clarity and confidence so they can become more sustainable, more profitable and more valuable.

Having supported nearly 100 clients since its founding in 2016 the Fintrepid Solutions team delivers customized solutions for each client, combining both strategy and execution to achieve business goals.

For its efforts partnering with businesses seeking to buy and sell, Fintrepid Solutions received the 2020 M&A Firm of the Year for the Southwestern US by Acquisition International.

Ryan-Weissmueller-Fintrepid-SolutionsAfter serving in C-level finance and operational roles for multiple entrepreneurial companies, Ryan Weissmueller realized his dream to serve the entrepreneurial community even further by founding Fintrepid Solutions.

Using nearly two decades of experience with the creation, growth and ongoing support of small and midsize businesses, Ryan has developed a rich skill set in delivering customized, nimble solutions to support leadership teams and their companies as they face new challenges at various stages over time.

Follow Fintrepid Solutions on LinkedIn and Instagram.

About the Show

Tycoons of Small Biz spotlights the true backbone of the American economy, the true tycoons of business in America… the owners, founders and CEO’s of small businesses. Join hosts,  Austin L Peterson, Landon Mance and the featured tycoons LIVE every Tuesday at 1 pm, right here on Business RadioX and your favorite podcast platform.

About Your Hosts

Autsin-Peterson-on-Phoenix-Business-RadioX

Austin Peterson is a Comprehensive Financial Planner and co-founder of Backbone Planning Partners in Scottsdale, AZ. Austin is a registered rep and investment advisor representative with Lincoln Financial Advisors. Prior to joining Lincoln Financial Advisors, Austin worked in a variety of roles in the financial services industry.

He began his career in financial services in the year 2000 as a personal financial advisor with Independent Capital Management in Santa Ana, CA. Austin then joined Pacific Life Insurance Company as an internal wholesaler for their variable annuity and mutual fund products. After Pacific Life, Austin formed his own financial planning company in Southern California that he built and ran for 6 years and eventually sold when he moved his family to Salt Lake City to pursue his MBA.

After he completed his MBA, Austin joined Crump Life Insurance where he filled a couple of different sales roles and eventually a management role throughout the five years he was with Crump. Most recently before joining Lincoln Financial Advisors in February 2015, Austin spent 2 years as a life insurance field wholesaler with Symetra Life Insurance Company. Austin is a Certified Financial Planner Professional and Chartered Life Underwriter. In 2021, Austin became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses.

Austin and his wife of 23 years, Robin, have two children, AJ (21) and Ella (18) and they reside in Gilbert, Arizona. He is a graduate of California State University, Fullerton with a Bachelor of Arts in French and of Brigham Young University’s Marriott School of Management with a Master of Business Administration with an emphasis in sales and entrepreneurship.backbone-New-Logo

Connect with Austin on LinkedIn, Facebook, Twitter, and Instagram.

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Landon Mance is a Financial Planner and co-founder of Backbone Planning Partners out of Las Vegas, Nevada. He rebranded his practice in 2020 to focus on serving small business owners after operating as Mance Wealth Management since 2015 when Landon broke off from a major bank and started his own “shop.”

Landon comes from a family of successful entrepreneurs and has a passion and excitement for serving the business community. This passion is what brought about the growth of Backbone Planning Partners to help business owners and their families. At Backbone Planning, we believe small business owners’ personal and business goals are intertwined, so we work with our clients to design a financial plan to support all aspects of their lives.

In 2019, Landon obtained the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute. With this certification, Backbone Planning Partners assists business owners through an ownership transition while focusing on a positive outcome for their employees and meeting the business owner’s goals. Landon is also a member of the Business Intelligence Institute (BII) which is a collaborative group that shares tools, resources and personnel, and offers advanced level training and technical support to specifically serve business owners. In 2021, Landon became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses by counseling owners about exit options, estimating the value of the business, preparing the business for exit and tax considerations.

Landon enjoys spending time with his beautiful wife, stepson, and new baby twins. He grew up in sunny San Diego and loves visiting his family, playing a round of golf with friends, and many other outdoor activities. Landon tries to make a difference in the lives of children in Las Vegas as a part of the leadership team for a local non-profit. He regularly visits the children that we work with to remind himself of why it’s so important to, “be the change that you wish to see in the world.”

Landon received his B.S. from California State University Long Beach in business marketing and gets the rest of his education through the school of hard knocks via his business owner clients.

Connect with Landon on LinkedIn.

Austin Peterson and Landon Mance are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Backbone Planning Partners is a marketing name for registered representatives of Lincoln Financial Advisors. CRN-3668332-071221

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

The content presented is for informational and educational purposes. The information covered and posted are views and opinions of the guests and not necessarily those of Lincoln Financial Advisors Corp.

Business RadioX® is a separate entity not affiliated with Lincoln Financial Advisors Corp.

Tagged With: Business Growth Specialists, Buying and Selling Businesses, Fractional CFO, Mergers and Acquisitions, outsourced cfo

Paul Sansone, TechCXO

January 15, 2021 by John Ray

Paul Sansone
North Fulton Business Radio
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Paul Sansone, TechCXO (North Fulton Business Radio, Episode 322)

Paul Sansone of TechCXO joins host John Ray to discuss his work with medium-sized businesses and non-profits as a fractional CFO, the wider suite of fractional services provided by TechCXO, and much more. “North Fulton Business Radio” is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

Paul Sansone, CEO, TechCXO

TechCXO is a professional services firm that provides experienced, C-Suite professionals to deliver strategic and functional consulting services to small and mid-size companies. TechCXO partners combine practical experience, comprehensive resources, and best practices to deliver objective, high-value results.

Paul Sansone is one of TechCXO’s subject-matter experts in the establishment of financial controls, processes and organization for start-ups, and turnaround and restructuring for more established entities. He has more than 20 years of executive financial leadership experience in the e-commerce, enterprise broadband, hi-tech R&D and manufacturing, and non-profit industries.

Paul is also a CPA licensed in Georgia and a Certified Management Accountant. He holds an MBA in Finance from Duke University’s Fuqua School of Business.

Company website

LinkedIn

Questions/Topics Discussed in this Show

  • What is TechCXO?
  • What types of services do you provide?
  • What types of companies do you work with?
  • Issues for non-profits to contend with in 2021
  • Liquidity and capital for businesses in 2021

North Fulton Business Radio” is hosted by John Ray and produced virtually from the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link. The show can be found on all the major podcast apps by searching “North Fulton Business Radio.”

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.

Tagged With: consulting services, financial leadership, Fractional CFO, Non-Profits, Paul Sansone, TechCXO

Grow Boldly with Ryan Weissmueller E14

August 5, 2020 by Karen

E14-Grow-Boldly-with-Ryan-Weissmueller
Phoenix Business Radio
Grow Boldly with Ryan Weissmueller E14
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Grow Boldly with Ryan Weissmueller E14

As the CEO & Founder of Fintrepid, Ryan Weissmueller leads his company with several key principles with the main goal to help small business owners navigate challenges. He’s committed to adding value to whatever project Fintrepid is engaged in and finding opportunities to grow boldly. Companies have to be willing to evolve. “Survive and thrive” is a common theme throughout the discussion. Ryan helps companies find the silver lining to take risks, navigate challenges, and come out stronger in this new economy.

Ryan offers some great advice and insight for business owners. He discusses how you should surround yourself with other a network of advisors to share successes and failures in order to learn and grow. Ryan says now is the time to take risks and not hide out. There are still opportunities out there even in the midst of these challenging economic times.

Successful businesses face new challenges as they evolve over time. Fintrepid Solutions exists to help its clients navigate those challenges, providing clarity and confidence so they can become more sustainable, more profitable and more valuable.

Having supported nearly 100 clients since its founding in 2016 the Fintrepid Solutions team delivers customized solutions for each client, combining both strategy and execution to achieve business goals.

For its efforts partnering with businesses seeking to buy and sell, Fintrepid Solutions received the 2020 M&A Firm of the Year for the Southwestern US by Acquisition International.

Ryan-Weissmueller-on-Tycoons-of-Small-BizAfter serving in C-level finance and operational roles for multiple entrepreneurial companies, Ryan Weissmueller realized his dream to serve the entrepreneurial community even further by founding Fintrepid Solutions.

Using nearly two decades of experience with the creation, growth and ongoing support of small and midsize businesses, Ryan has developed a rich skill set in delivering customized, nimble solutions to support leadership teams and their companies as they face new challenges at various stages over time.

Follow Fintrepid Solutions on LinkedIn and Instagram.

About the Show

Tycoons of Small Biz spotlights the true backbone of the American economy, the true tycoons of business in America… the owners, founders and CEO’s of small businesses. Join hosts,  Austin L Peterson, Landon Mance and the featured tycoons LIVE every Tuesday at 1 pm, right here on Business RadioX and your favorite podcast platform.

About Your Hosts

Autsin-Peterson-on-Phoenix-Business-RadioXAustin Peterson is a Comprehensive Financial Planner and owner of Backbone Financial in Scottsdale, AZ. Austin is a registered rep and investment advisor representative with Lincoln Financial Advisors. Prior to joining Lincoln Financial Advisors, Austin worked in a variety of roles in the financial services industry.

He began his career in financial services in the year 2000 as a personal financial advisor with Independent Capital Management in Santa Ana, CA. Austin then joined Pacific Life Insurance Company as an internal wholesaler for their variable annuity and mutual fund products. After Pacific Life, Austin formed his own financial planning company in Southern California that he built and ran for 6 years and eventually sold when he moved his family to Salt Lake City to pursue his MBA. After he completed his MBA, Austin joined Crump Life Insurance where he filled a couple of different sales roles and eventually a management role throughout the five years he was with Crump. Most recently before joining Lincoln Financial Advisors in February 2015, Austin spent 2 years as a life insurance field wholesaler with Symetra Life Insurance Company. Austin is a Certified Financial Planner Professional and Chartered Life Underwriter.

Austin and his wife of 21 years, Robin, have two children, AJ (19) and Ella (16) and they reside in Gilbert, Arizona. He is a graduate of California State University, Fullerton with a Bachelor of Arts in French and of Brigham Young University’s Marriott School of Management with a Master of Business Administration with an emphasis in sales and entrepreneurship.

Connect with Austin on LinkedIn, Facebook, Twitter, and Instagram.

LandonHeadshot01Landon Mance is a Financial Planner and founder of YourFuture Planning Partners out of Las Vegas, Nevada. His firm came to life in 2020 after operating as Mance Wealth Management since 2015 when Landon broke off from a major bank and started his own “shop.”

Landon comes from a family of successful entrepreneurs and has a passion and excitement for serving the business community. This passion is what brought about the growth of YourFuture Planning Partners to help business owners and their families. At YourFuture, we believe small business owners’ personal and business goals are intertwined, so we work with our clients to design a financial plan to support all aspects of their lives.

In 2019, Landon obtained the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute. With this certification, YourFuture Planning Partners assists business owners through an ownership transition while focusing on a positive outcome for their employees and meeting the business owner’s goals. Landon is also a member of the Business Intelligence Institute (BII) which is a collaborative group that shares tools, resources and personnel, and offers advanced level training and technical support to specifically serve business owners.Your-Future-Planning-Partners-logo

Landon enjoys spending time with his beautiful wife, stepson, and new baby twins. He grew up in sunny San Diego and loves visiting his family, playing a round of golf with friends, and many other outdoor activities. Landon tries make a difference in the lives of children in Las Vegas as a part of the leadership team for a local non-profit. He regularly visits the children that we work with to remind himself of why it’s so important to, “be the change that you wish to see in the world.”

Landon received his B.S. from California State University Long Beach in business marketing and gets the rest of his education through the school of hard knocks via his business owner clients.

Connect with Landon on LinkedIn.

About The Tycoons of Small Biz Sponsors

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

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

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

Austin Peterson and Landon Mance are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Backbone Financial and Your Future Planning Partners are marketing names for business conducted through Lincoln Financial Advisors Corp. CRN-3189808-080420

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

The content presented is for informational and educational purposes. The information covered and posted are views and opinions of the guests and not necessarily those of Lincoln Financial Advisors Corp.

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

 

Tagged With: Business Growth Specialists, Buying and Selling Businesses, Fractional CFO, Mergers and Acquisitions, outsourced cfo

Jim Weber, ITB Partners

September 26, 2019 by John Ray

North Fulton Business Radio
North Fulton Business Radio
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“North Fulton Business Radio,” Episode 167:  Jim Weber, ITB Partners

On this edition of “North Fulton Business Radio,” Jim Weber, managing partner of ITB Partners joins host John Ray to talk about his consortium of independent management consultants which serves start-ups to midcap companies and beyond. “North Fulton Business Radio” is broadcast from inside Renasant Bank in Alpharetta.

Jim Weber, ITB Partners

Jim Weber

Jim Weber is Managing Director of ITB Partners, a consortium of independent management consultants providing high value-added solutions to your problems. ITB Partners helps business managers solve their problems by connecting them with high-quality independent management consultants. ITB’s consultants are experienced leaders, discipline experts, and project managers. Clients are publicly and privately owned mid-caps; private equity groups and their portfolio companies, start-ups, acquisitions, and turnarounds. The firm’s industry expertise ranges from consumer packaged goods and manufacturing to supply/chain, logistics, and the service sector. Additionally, they have depth in consumer services franchising, specifically restaurant, hospitality and retail. The core of the firm’s business is the belief that client success is paramount. This belief ensures that the focus is fixed on delivering a high-quality product. This client-focused approach is simple: Listen to understand the client’s needs analysis to provide insight; foster trust to forge a true business partnership; plan, implement and follow-through; and be accountable for results. ITB has a solid track record of success and long-term relationships with high repeat business. The firm’s referenced client list shows high client satisfaction. In addition, the consortium’s depth and breadth of skills, abilities, and experience includes more than 25 years in multi-industry environments, leadership positions in large multi-national organizations, as well as experience in building and leading successful businesses.

For more information visit itbpartners.com, or email Jim directly.

 “North Fulton Business Radio” is broadcast from the North Fulton studio of Business RadioX®, located inside Renasant Bank in Alpharetta. 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 approximately $12.9 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.

 

Tagged With: corporate refugee, digital marketing help, Executive Recruiter, Fractional CFO, franchising expert, freelance consulting, hiring needs, human resources support, independent consulting, independent consulting career, independent fortune 500 company support, independent management consulting, independent management specialists, ITB Partners, North Fulton Business Radio, private equity expert, private equity groups, project managers, start-ups, strategic planning expert, trusted business advisor

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