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Craig Harrison and Kevin Van Horn, HVH Mechanical Partners

October 20, 2021 by John Ray

HVH Mechanical
Business Beat
Craig Harrison and Kevin Van Horn, HVH Mechanical Partners
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HVH Mechanical

Frazier & Deeter’s Business Beat: Craig Harrison and Kevin Van Horn, HVH Mechanical Partners

Craig Harrison and Kevin Van Horn, Co-founders of HVH Mechanical, grew up in the business, starting out in trade school and apprenticeships, with an eye to starting their own business. Once they did that six years ago, they’ve not looked back, and they shared their inspiring story with host Roger Lusby on this edition of Business Beat. Craig and Kevin covered why they’ve grown so rapidly, how their field experience helps them manage the business today, why mechanical trades present such a wonderful opportunity for young people today, and much more. Business Beat is presented by Alpharetta CPA firm Frazier & Deeter.

HVH Mechanical Partners

HVH Mechanical Partners is leading the next generation of mechanical contractors in the Greater Atlanta Area.HVH Mechanical

The company and field team was formed by lead technicians and managers with years of experience from some of Atlanta’s top mechanical contractors. Their team has the ability to tackle small service jobs as well as large central plant turn-key retrofit projects made possible by having Atlanta’s top highly trained technicians, managers, and relationships with highly experienced subcontractors and vendors.

They primarily offer services to high-end commercial and industrial accounts, including pharmaceutical facilities, research labs, data centers, hospitals and healthcare, colleges, high-end luxury hotels, heavy industrial, and Class A office buildings. HVH Mechanical offers very responsive quote times, prompt service, and direct contact with the company’s executive team.

They service all manufacturer’s equipment with factory-certified technicians from chillers, cooling towers, VRF Systems, piping, Med Gas, stainless work, pumps, AHUs, WSHP’s, refrigeration, etc. They also offer full-service plumbing from hot and cold water jetting, cameras and locators, service on lift and booster pump stations.

Company website | LinkedIn | Facebook

Craig Harrison, Co-Founder and CEO, HVH Mechanical Partners

Craig Harrison, Co-Founder and CEO, HVH Mechanical Partners, LLC

Craig Harrison began his career in the mechanical industry just out of high school by attending HVAC-R training in technical school. He attended MTI while working for one of Atlanta’s leading mechanical contractors.

While in the field Craig focused on the following:

  • Chiller Install, maintenance, Repair, Overhaul
  • Managing Base building contracts for Atlanta’s Prestigious Clientele
  • Assisting with new construction startup issues
  • Providing solutions to customers’ concerns after new projects have been delivered to the end-user.

His focal point was chillers and assisting the company with start-up issues when a building was turned over to customers, resolving customer issues, and managing large base building contracts to high-end clients in the downtown Atlanta area. Refrigeration consultant for Innovative Air Technologies throughout the country on large desiccant dehumidifier projects, he assisted in designing systems to run with low ambient conditions while maintaining below-freezing dry air.

Craig has served as a refrigeration consultant designing systems that deliver subfreezing discharge air for the purpose of dehumidification in industrial arenas throughout the country.

LinkedIn

Kevin Van Horn, Co-Founder and President, HVH Mechanical Partners

Kevin Van Horn, Co-Founder and President, HVH Mechanical Partners, LLC

Kevin began his career in the plumbing industry at a very early age. He can vividly remember long, hot days working for his dad’s plumbing company on his high school summer breaks. He often credits this chapter of his life with developing a lifelong passion for working with his hands. When he graduated high school, Kevin knew that four years at a university did not suit his personality. Knowing that he needed a career and not just a job, he joined Local 72 as a plumbing apprentice.

After working on construction sites with pipefitters and welders, he developed an interest in pipe welding and rigging. After long consideration, he decided to concentrate on hydronic heating and cooling systems and move away from domestic water and sanitary systems.

Using his past work experience and achievements, he was able to move into the mechanical service industry. It was here that he gained extensive knowledge in the operation of mechanical equipment and how to troubleshoot and repair this equipment.

Once he reached his goal of learning everything in this industry, from install to service, it was time for him to start on his lifelong goal of business ownership. This led to the birth of HVH Mechanical Partners.

At HVH Mechanical Partners, Kevin meets with customers to discuss solutions to the concerns they have with their building’s mechanical and plumbing systems. He interacts with suppliers and vendors to ensure HVH can service its customers efficiently and economically. He works with the office and field teams to ensure that customer service is the highest priority.

LinkedIn

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter
Roger Lusby, Partner in Charge of the Alpharetta office of Frazier & Deeter

Roger Lusby, host of Frazier & Deeter’s Business Beat, is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology, and service companies.

You can find Frazier & Deeter on social media:

LinkedIn | Facebook | Twitter

An episode archive of Frazier & Deeter’s Business Beat can be found here.

 

Tagged With: Alpharetta CPA firm, Craig Harrison, Frazier & Deeter's Business Beat, Frazier Deeter, HVH Mechanical, Kevin Van Horn, mechanical contractors, Roger Lusby

Dee Barnes, Evans Tool & Die, Inc. and Evans Metal Stamping, Inc.

August 18, 2021 by John Ray

Evans Tool & Dye
Business Beat
Dee Barnes, Evans Tool & Die, Inc. and Evans Metal Stamping, Inc.
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Evans Tool & Dye

Frazier & Deeter’s Business Beat: Dee Barnes, Evans Tool & Die, Inc. and Evans Metal Stamping, Inc.

Dee Barnes, CEO of Evans Tool & Die, Inc. and Evans Metal Stamping, Inc., joined this edition of “Business Beat” with host Roger Lusby and special guest David Deeter, Frazier & Deeter Co-Founder. Dee discussed the evolution of the family-run business, the effective planning Frazier & Deeter advised on, recent shifts in production due to the pandemic, planning for the next generation, and much more. Business Beat is presented by Alpharetta CPA firm Frazier & Deeter.

Evans Tool & Die, Inc. and Evans Metal Stamping, Inc.

Evans is a one-stop metal manufacturer that reduces supply chain risk for OEMs.

Seventy years ago, in 1948, Leonard L. Evans, Jr. established Evans Tool & Die, Inc. in Decatur, Georgia. Leonard and his wife Mary Alice Evans had four children: Len III, Dale, Craig, and Fran. Leonard and Mary Alice were both tool & die makers who began their first shop in their daughter’s playhouse. As the business grew, with much hard work and dedication, it expanded to later incorporate Evans Metal Stamping, Inc.

The second generation of the Evans family that would lead to their success through the next years included Len III, Craig and son-in-law Ray Duensing. The company has expanded several times at its Conyers location which now boasts 200,000 square feet of manufacturing space with a full-service tool & die shop and over 67 punch presses. The company is now in its third generation of leadership with Dee Barnes, granddaughter of Leonard Evans, as President and CEO. Leonard and Mary Alice Evans, as well as Craig Evans, passed away in 2013, 2011, and 2010, respectively. The legacy that they began lives on. While Evans Tool & Die and Metal Stamping has grown in size and influence, our values, inspired by Leonard and Mary Alice Evans, remain the same – Integrity, Accountability, Excellence, and Generosity.

Company website | LinkedIn | Facebook

Dee Barnes, President/CEO, Evans Tool & Die, Inc./Evans Metal Stamping, Inc.

Evans Tool & Dye
Dee Barnes, President & CEO, Evans Tool & Die, Inc./Evans Metal Stamping, Inc

Deanne “Dee” Barnes has served as Chief Executive Officer and President of Evans Tool & Die/Evans Metal Stamping, Inc. since 2011. Dee is the granddaughter of company founder, Leonard Evans, Jr., and represents the company’s third generation of family leadership. A seasoned industry leader, she is the driving force behind Evan’s ongoing commitment to “Made in the USA” manufacturing and delivering the highest caliber of customer service.

After attending Georgia College and State University, Dee has contributed in every aspect of the company for more than 30 years. Now as CEO, she continues the family legacy as an example of prosperous domestic manufacturing since 1948.

LinkedIn

David Deeter, CPA, Founder & Tax Partner,  Frazier & Deeter

David Deeter, CPA, Founder & Tax Partner,  Frazier & Deeter

As a co-founder of Frazier & Deeter, David Deeter has a major role in facilitating the growth of the firm. From 2001-2009, during his term as Managing Partner, the firm experienced an average growth of 20% annually and became a Top 100 Firm in the U.S. In a recent survey conducted by Inside Public Accounting, David was recognized by his peers as one of the 5 most admired leaders in U.S. accounting firms.

Most of David’s work centers around income tax and financial planning. He is advisor to many of Atlanta’s leading families. He has extensive experience with companies in the real estate, entertainment, finance, manufacturing, services and non-profit industries.

LinkedIn

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter
Roger Lusby, Partner in Charge of the Alpharetta office of Frazier & Deeter

Roger Lusby, host of Frazier & Deeter’s Business Beat, is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology, and service companies.

You can find Frazier & Deeter on social media:

LinkedIn | Facebook | Twitter

An episode archive of Frazier & Deeter’s Business Beat can be found here.

 

Tagged With: Business Beat, David Deeter, Dee Barnes, Evans Metal Stamping, Evans Tool & Die, Frazier Deeter, Manufacturing, metal fabrication, Roger Lusby, tool & die maker

Frazier & Deeter’s Business Beat: Jeffrey Smith and Dan Dunn, OneDirect Health Network, T-Rex Rehab and Restore Metabolix

May 20, 2021 by John Ray

OneDirect Health Network
Business Beat
Frazier & Deeter's Business Beat: Jeffrey Smith and Dan Dunn, OneDirect Health Network, T-Rex Rehab and Restore Metabolix
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Restore MetabolixFrazier & Deeter’s Business Beat: Jeffrey Smith and Dan Dunn, OneDirect Health Network, T-Rex Rehab and Restore Metabolix

Entrepreneur Jeff Smith has a goal to change sick care to health care through his three companies: OneDirect Health Network, T-REX Rehab, and Restore Metabolix. He and CFO Dan Dunn joined host Roger Lusby on Business Beat, presented by Alpharetta CPA firm Frazier & Deeter.

Jeffrey Smith, CEO, OneDirect Health Network

Jeff founded Amendia, Inc., in 2008, a leading provider of innovative, minimally invasive spinal surgical instruments and implants. From that experience, he learned that after surgery there is a definite gap in recovery and compliance if the patient does not have adequate support with physical therapy.

In 2014, Jeff founded OneDirect Network to provide post-operative care to veterans and workers comp patients. They take the T-REX rehab machines into the home to provide physical therapy to improve recovery and compliance.

With a desire to shift the focus to wellness care from sick care, he also founded Restore Metabolix to address preventative maintenance for individuals with insulin resistance.

Jeff is formerly a banker with Synovus Financial Corporation and is an entrepreneur at heart.

OneDirect Health Network

OneDirect Health Network is a company based on the pursuit of improving medical care and the patient experience by creating relationships between alternative healthcare companies. We are working in synergy with Strategic Partners to accomplish:

  • Reducing Healthcare Costs
  • Growing Physician Practices & Opportunities
  • Advancing Efficiency and Profitability

From inception to distribution, OneDirect Health Network works with companies to establish meaningful relationships between partners to effectively create change and increase efficiency within the medical industry.

Company website

T-REX REHAB

Total Range Exerciser system offers breakthrough technology for patients in need of physical therapy. T-Rex works by emulating the high intensity stretching applied by physical therapists. This stretching elongates and breaks down scar tissue, allowing for a greater range of motion to be achieved in a shorter amount of time.

T-Rex is delivered and set up in patients’ homes by a trained technician. The system monitors patient progress and compliance and it has stop guards and pain scales to keep patients safe.

With repeated high-intensity stretches, T-REX knee and shoulder units get results and achieve plastic deformation of scar tissue.

T-REX is now available with a Smart tablet allowing for all sorts of new capabilities. Their Smart Technology helps improve transparency and compliance through remote monitoring and gives physicians the option to video chat with their patients. It is also HIPAA compliant.

Company website

Restore Metabolix

RestorMetabolix is a Physician-Directed Physiologic Insulin Resensitization therapy that provides a unique patented approach. Insulin is administered in an infusion that bio identically mimics insulin’s release as a hormone rather than a drug and targets the primary cause of diabetes: metabolic failure.

By utilizing insulin in a manner that bio-mimics normal physiology, the RestorMetabolix treatment is able to reduce insulin resistance which helps blood sugar more readily enter each cell and be converted into energy. Increasing cellular energy allows damaged tissues and organs to grow, repair, and regenerate. Thus, the RestorMetabolix approach not only stabilizes but in many instances has reversed complications of diabetes and other metabolic disorders.

The goal of this treatment program is to restore the natural communication between the pancreas and the liver, which ultimately helps patients find long-term relief from years of living with diabetes.

Company website

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter
Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter

Roger Lusby, host of Frazier & Deeter’s “Business Beat,” is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology and service companies.

You can find Frazier & Deeter on social media:

LinkedIn  | Facebook | Twitter

An episode archive of Frazier & Deeter’s “Business Beat” can be found here.

 

Tagged With: Dan Dunn, Frazier Deeter, Jeff Smith, onedirect health network, restore metabolix, Roger Lusby, Roger Lusby CPA, Total Range Exerciser

Frazier & Deeter’s Business Beat: John Marsh, The Bristol Group

April 21, 2021 by John Ray

John Marsh, The Bristol Group
Business Beat
Frazier & Deeter's Business Beat: John Marsh, The Bristol Group
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John Marsh, The Bristol Group
John Marsh, The Bristol Group, and Roger Lusby, Frazier & Deeter

Frazier & Deeter’s Business Beat: John Marsh, The Bristol Group

John Marsh of The Bristol Group joined host Roger Lusby to discuss his business brokerage practice, the current environment for selling a business, how a business owner should prepare for a sale, and much more. “Business Beat” is presented by Alpharetta CPA firm Frazier & Deeter.

The Bristol Group

The Bristol Group is a trusted national Business Brokerage and Merger & Acquisition Firm focused on providing professional sell-side representation and mergers and acquisition services to lower middle market clients across the United States. This segment of the market is underserved by experienced and professional business brokers. The Bristol Group is here to transform the transactional nature of business brokerage by using a holistic and consultative approach and strongly believe in developing relationships built on trust.

John Marsh, Managing Broker, The Bristol Group of Greater Atlanta

John Marsh, The Bristol Group
John Marsh, The Bristol Group

Prior to founding the Bristol Group of Greater Atlanta, John served as a corporate executive with experience leading and strengthening finance, accounting, and operations organizations. He has held a variety of executive-level roles including CFO, VP of Supply Chain and Planning, and EVP of Finance and Operations during his 17-year career.

In those roles, John served as an integral part of the leadership team that scaled a medical device company that was sold to a private equity firm for $162M. John led integration efforts and was a part of due diligence on all the company’s acquisitions. In total, John participated in over $360M in transactions in his executive roles.

John started his career with the accounting firm, Ernst and Young in Atlanta, GA, and has worked with both start-ups and large private equity-owned companies. He leverages his significant mergers and acquisition experience to help entrepreneurs successfully transition business ownership.

John graduated from the University of Georgia with a BBA in Accounting and holds an MBA from Kennesaw State University. He currently lives in Marietta, with his wife and two daughters.

Company website | LinkedIn

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter
Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter

Roger Lusby, host of Frazier & Deeter’s “Business Beat,” is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology and service companies.

You can find Frazier & Deeter on social media:

LinkedIn  | Facebook | Twitter

An episode archive of Frazier & Deeter’s “Business Beat” can be found here.

John Marsh, The Bristol Group

Tagged With: Bristol Group, business broker, Frazier & Deeter's Business Beat, Frazier Deeter, John Marsh, Mergers and Acquisitions, Roger Lusby

Frazier & Deeter’s Business Beat: Kyle Wingfield, Georgia Public Policy Foundation

March 17, 2021 by John Ray

Georgia Public Policy Foundation
Business Beat
Frazier & Deeter's Business Beat: Kyle Wingfield, Georgia Public Policy Foundation
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Georgia. Public Policy Foundation

Frazier & Deeter’s Business Beat: Kyle Wingfield, Georgia Public Policy Foundation

Kyle Wingfield, Georgia Public Policy Foundation, joined host Roger Lusby to discuss the state’s budget, education funding, the impact of federal Covid relief, and much more. “Business Beat” is presented by Alpharetta CPA firm Frazier & Deeter.

Georgia Public Policy Foundation

A trusted, independent resource for voters and elected officials since its founding in 1991, the Georgia Public Policy Foundation provides actionable solutions to real-life problems by bringing people together. The Georgia Public Policy Foundation was created on the belief that good public policy is based upon fact, an understanding of sound economic principles and the core principles of our free enterprise system – economic freedom, limited government, personal responsibility, individual initiative, respect for private property and the rule of law.

State-focused, independent, non-partisan and market-oriented in its approach, the Foundation conducts scholarly research and analysis of state public policy issues, and works to educate citizens, policy-makers and the media.

Company website | LinkedIn | Facebook | Twitter

Kyle Wingfield, President and CEO

Georgia Public Policy Foundation
Kyle Wingfield, President and CEO, Georgia Public Policy Foundation

Kyle Wingfield is a native of Dalton and a graduate of the University of Georgia. He joined the Foundation as president and CEO in April 2018 after spending nine years as an opinion columnist for The Atlanta Journal-Constitution. He has also worked for the Wall Street Journal, based in Brussels, Belgium, from 2004 to 2009, and for the Associated Press, based in Atlanta and Montgomery, Ala., from 2001 to 2004.

At the AJC, Kyle wrote often about state politics and policy, focusing especially on education and school choice, transportation, health care, and state and local taxation. He is a frequent guest on GPB’s “Political Rewind” show and was a finalist for the Reason Foundation’s Bastiat Prize for Journalism in 2013. Kyle’s weekly column continues to appear in 10 newspapers around the state.

Kyle received the UGA Grady College’s John E. Drewry Young Alumnus Award in 2006, was named to the UGA Alumni Association’s 40 Under 40 Class of 2012 and is a member of UGA’s Board of Visitors. He is a member of Leadership Georgia’s Class of 2018 and, as an Eagle Scout, remains an active volunteer in Scouting.

LinkedIn

Questions and Topics in this Interview:

  • An overview of the 2021 Georgia legislative session.
  • An overview of reforms under consideration that would affect education in Georgia.
  • A look at the budget picture for the state.
  • How the new federal COVID relief bill will affect Georgia (as well as how past relief bills have affected the state).
  • How the pandemic might affect healthcare in Georgia moving forward.

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter

Roger Lusby, host of Frazier & Deeter’s “Business Beat,” is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology and service companies.

You can find Frazier & Deeter on social media:

LinkedIn | Facebook  | Twitter

An episode archive of Frazier & Deeter’s “Business Beat” can be found here.

Tagged With: Alpharetta CPA firm, COVID relief bill, Frazier & Deeter's Business Beat, Frazier Deeter, Georgia Public Policy Foundation, Kyle Wingfield, Partner at Frazier & Deeter, Roger Lusby, Roger Lusby CPA

Frazier & Deeter’s Business Beat: Jerry Dvonch, Sonoma Pharmaceuticals

January 20, 2021 by John Ray

Sonoma Pharmaceuticals
Business Beat
Frazier & Deeter's Business Beat: Jerry Dvonch, Sonoma Pharmaceuticals
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Frazier & Deeter’s Business Beat: Jerry Dvonch, Sonoma Pharmaceuticals

Sonoma Pharmaceuticals’ CFO Jerry Dvonch joins host Roger Lusby to discuss the company’s line of hypochlorous acid (HOCI) products and their applications, their financial turnaround, the headquarters move from northern California to Georgia, and much more. “Business Beat” is presented by Alpharetta CPA firm Frazier & Deeter.

Sonoma Pharmaceuticals

Sonoma Pharmaceuticals is a global healthcare leader for developing and producing stabilized hypochlorous acid (HOCI) products for a wide range of applications, including wound care, animal health care, eye care, nasal care, oral care and dermatological conditions. The company’s products reduce infections, itch, pain, scarring and harmful inflammatory responses in a safe and effective manner. In-vitro and clinical studies of HOCI show it to have impressive antipruritic, antimicrobial, antiviral and anti-inflammatory properties. Sonoma’s stabilized HOCI immediately relieves itch and pain, kills pathogens and breaks down biofilm, does not sting or irritate skin and oxygenates the cells in the area treated assisting the body in its natural healing process.

Sonoma also manufactures disinfectants that are distributed outside of the U.S. and in certain countries where it has received regulatory clearance to state the disinfectant kills the coronavirus causing COVID-19. The company’s products are sold either directly or via partners in 54 countries worldwide and the company actively seeks new distribution partners.

Jerry Dvonch joined Sonoma Pharmaceuticals in 2020.  He is a CPA and has an MBA in Finance.

Company Website

Sonoma Pharmaceuticals
Roger Lusby, Frazier & Deeter, and Jerry Dvonch, Sonoma Pharaceuticals

Company LinkedIn

Jerry Dvonch LinkedIn

Questions and Topics in this Interview:

  • Investor Highlights
  • Business Development 2020
  • Key Opportunities
  • Accomplishments in 2020
  • Financial Highlights
  • Sonoma’s headquarters move from Northern California to Georgia

 

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter

Roger Lusby, host of Frazier & Deeter’s “Business Beat,” is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology and service companies.

You can find Frazier & Deeter on social media:

LinkedIn
Facebook
Twitter

An episode archive of Frazier & Deeter’s “Business Beat” can be found here.

Tagged With: Frazier Deeter, HOCI, hypochlorous acid, Jerry Dvonch, Roger Lusby, Roger Lusby CPA, Sonoma Pharmaceuticals

Frazier & Deeter’s Business Beat: Grant Edwards and Kevin Carlson, TechCXO

December 16, 2020 by John Ray

TechCXO
Business Beat
Frazier & Deeter's Business Beat: Grant Edwards and Kevin Carlson, TechCXO
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Frazier & Deeter’s Business Beat: Grant Edwards and Kevin Carlson, TechCXO

Grant Edwards and Kevin Carlson of TechCXO are more than just “interims-for-hire” filling a role. As a fractional CFO and fractional CTO, respectively, Kevin and Grant become a part of their respective clients’ teams to bring seasoned executive knowhow and collaboratively drive impactful solutions. They joined host Roger Lusby on this edition of “Business Beat,” presented by Alpharetta CPA firm Frazier & Deeter.

TechCXO

TechCXO provides companies with on demand executives. TechCXO was founded on the premise that high potential companies can greatly benefit from proven, interim executives who they otherwise may not be able to access due to cost, availability or because they do not necessarily need them full time. Our purpose is to provide the best executive talent available… on demand.

Grant Edwards, Partner, TechCXO

TechCXO
Grant Edwards, Partner, TechCXO

Grant Edwards is a hands-on, results-driven executive with expertise in finance operations, SEC reporting, corporate governance, and strategic planning. Grant has been the CFO for multiple early stage companies, many of which of had successful exits. These include an energy company that grew from inception to over $70 million in annual revenues, an entertainment and theatre company, a durable medical equipment company, a receivable factoring business and an executive travel company.

His Big 4 CPA experience includes positions with Deloitte & Touche and Arthur Andersen. He also served as Senior Director of SEC Reporting and Corporate Controller for Shinogi & Co. (formerly Sciele Pharma) where he launched all initial accounting policies and procedures, designed to shepherd the company through a period of massive growth, from $100MM to over $500MM in annual revenue. He effectively managed a team of 32 employees and a full spectrum of corporate finance functions, including general ledger, accounts payable, accounts receivable, payroll, financial reporting (internal and external) and revenue recognition.

As Vice President, Corporate Controller & Treasurer for Harbinger Group, Inc., Grant managed all finance, accounting, and treasury functions for this NYSE-listed BDC/Holding Company/Private Equity company, while contributing additional service as an active member of the Disclosure, Pension and 401K Committee.

Grant is also an adjunct professor for accounting at Georgia State University.

Kevin Carlson, Partner, TechCXO

TechCXO
Kevin Carlson, Partner, TechCXO

Kevin is a veteran technology executive with a unique combination of technology expertise and business acumen. A four-time CTO of both services and product companies, he has worked with numerous organizations across various industries in technology leadership and executive-level roles in North America and Europe. He is also a technology thought-leader, with in-depth working knowledge of current technologies such as mobile application development, AI, predictive analytics, privacy, security, and technical architecture.

Serving as fractional CTO for a number of companies, he is an expert at helping clients leverage technology effectively and manage the change inherent in the technology world. Seeing companies transform through the thoughtful application of technology solutions has been a career-long goal. Throughout his career, Kevin never lost the desire to code and prototype solutions . He believes that in order to gain a full understanding of how things work, it’s necessary to get into the details and determine how they apply to solving a business problem. Equally as rewarding as helping business strategize and plan on technology solutions, he still likes get in the trenches with software engineers and work through making a system more performant or find an elusive bug.

A founder of multiple startups, he stays active in the startup community by mentoring founders and providing technology leadership. He is currently a mentor for The Farm, Comcast’s Accelerator located in Atlanta, GA.

Among Kevin’s career highlights he is serving or has served as:

Board of Advisors, ChartSpan Medical Technologies – As an advisor to Chartspan whose flagship product is a first of it’s kind, fully automated personal healthcare record management system that operates on a mobile platform. Chartspan allows an individual to take ownership of their personal health information, manage the information for an individual or entire family and control which healthcare providers receive the information.

Vice President of Development, DataFinch Technologies – Led and managed development teams for three products, mentoring and fostering collaboration between team members in development, user experience, quality assurance, project management, and technical writing. Responsible for helping set technology strategy, working with product management to prioritize effort, and ensuring the timely delivery of quality software.

CTO/CSO, Optaros – Set technology direction and strategy for world-class digital agency focused on eCommerce for B2C and B2B. Responsible for global technical resource pool and for working with partners and clients to set eCommerce technology strategy.

CTO, Verteris – Chief Technology Officer for firm that provides software and information services to legal and financial services organizations.

CTO, Delivery Services, Viant – Responsible for technical strategy and direction for Viant in all areas of the company. Key responsibilities include business development, enterprise marketing, recruiting, service model development, and other broad ranging managerial duties within the technology community. Responsible for the management of over 500 technology staff members in 8 offices worldwide.

Founder & Managing Partner, Advanced Systems Group – Founded and managed a technology focused consulting firm that provided focused services to companies developing software either for internal use or the retail market. Flagship clients include: IBM, Peachtree Software, Equifax.

In addition, Kevin is a published writer, songwriter, blogger and speaker. When he isn’t busy helping his clients, he is active in the music industry and voting member of NARAS. Several of his original songs have been licensed for TV shows and he actively writes and records new music.

Kevin received his Bachelor of Science degree from Georgia State University; and completed executive education studies in Leadership in Professional Services Firms from the Harvard Business School.

Read more of Kevin’s insight at his blog: FractionalCTO and on Twitter @thatcarlson.

Company Website

Company LinkedIn

Grant Edwards LinkedIn

Kevin Carlson LinkedIn

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter

Roger Lusby, host of Frazier & Deeter’s “Business Beat,” is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology and service companies.

You can find Frazier & Deeter on social media:

LinkedIn
Facebook
Twitter

An episode archive of Frazier & Deeter’s “Business Beat” can be found here.

Tagged With: Alpharetta CPA firm, CFO, Chief Financial Officer, Chief Technology Officer, CTO, finance, Frazier Deeter, Grant Edwards, Kevin Carlson, Roger Lusby, Technology

Frazier & Deeter’s Business Beat: B.J. Pilling and Tim Barchie, GoFan and Huddle Tickets

November 17, 2020 by John Ray

GoFan
Business Beat
Frazier & Deeter's Business Beat: B.J. Pilling and Tim Barchie, GoFan and Huddle Tickets
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Roger Lusby, B.J. Pilling, and Tim Barchie

Frazier & Deeter’s Business Beat: B.J. Pilling and Tim Barchie, GoFan and Huddle Tickets

GoFan is the leading digital ticketing solution for high school events, helping school administrators drive revenue and better control operating costs. CEO B.J. Pilling and CFO Tim Barchie join host Roger Lusby to discuss the company’s development as a fintech enterprise. “Business Beat” is presented by Alpharetta CPA firm Frazier & Deeter.

GoFan and Huddle Tickets

GoFan is the leading digital ticketing solution for high school events. Led by innovative technology and unmatched support, GoFan provides schools a turnkey platform to manage season, online, and at-event ticket sales. GoFan is a product of Huddle Tickets, which has provided over 2 billion complimentary event tickets to 10,000+ schools since 2001. Serving over 2,000 high schools and 37 state associations, GoFan provides fans frictionless access to high school events across the country.

It started with one client and a simple concept: how to deliver value through schools, engage with communities, and support local franchisees. Huddle Tickets was born out of this concept in 2001 with Wendy’s Old-Fashioned Hamburgers as client number one. And so was Huddle. For 20 years, Huddle has stayed true to its original mission of serving schools by offsetting operational costs, driving revenue and adding value to teachers, students, athletes, and families.

Connect with GoFan

Company Website

Company Profile on LinkedIn

B.J. Pilling, CEO on LinkedIn

Tim Barchie, CFO on LinkedIn

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter

Roger Lusby, host of Frazier & Deeter’s “Business Beat,” is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology and service companies.

You can find Frazier & Deeter on social media:

LinkedIn
Facebook
Twitter

An episode archive of Frazier & Deeter’s “Business Beat” can be found here.

Tagged With: B.J. Pilling, digital ticketing, Frazier Deeter, GoFan, Huddle Tickets, Roger Lusby, Tim Barchie

Frazier & Deeter’s Business Beat: Andrew Smoltz and Taylor McDermott, United in Gaming

October 21, 2020 by John Ray

United in Gaming
Business Beat
Frazier & Deeter's Business Beat: Andrew Smoltz and Taylor McDermott, United in Gaming
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United in Gaming
Roger Lusby, Andrew Smoltz, and Taylor McDermott

Frazier & Deeter’s Business Beat:  Andrew Smoltz and Taylor McDermott, United in Gaming

United in Gaming Co-Founders Andrew Smoltz and Taylor McDermott join this edition of Frazier & Deeter’s Business Beat to discuss their community-centered gaming platform, how the pandemic has accelerated the growth of the gaming industry, and their goal of becoming the social network of choice for gamers. Roger Lusby, CPA is the host of “Business Beat” and the series is presented by Alpharetta CPA firm Frazier & Deeter.

United in Gaming

At United in Gaming, they believe in the power of one gaming community that welcomes casual and elite gamers to the same turf. No matter the skill level, they provide an inclusive platform for gamers to play and compete on their terms, creating an experience unique to each gamer.

Andrew Smoltz

Andrew launched UIG to tie together his experience and passion in esports and entertainment. Andrew has 10+ years of experience in the space with a focus in eSports and celebrity entertainment. The visionary behind COV-AID, Andrew has also helped jumpstart the debut league for ELEAGUE on TBS while working at IMG Live/WME. Andrew was also in charge of eSports research and recruitment for CSE Talent. In addition to agency background, Andrew brings relevant event planning and event management experience from his time with ETA.

Taylor McDermott

Taylor’s 10+ years of experience brings unique attributes that drive the eSports industry. Combining a high level of traditional sports marketing and sponsorship knowledge,  experience in client facing representation with professional athletes, to strategic revenue growth and analysis for Major League Baseball Advanced Media. Following his entrepreneurial  aspirations, Taylor founded UIG with longtime partner Andrew Smoltz, creating a strategic force with the goal of empowering a global gaming community through the power of opportunity.

Connect with United in Gaming

Company Website

LinkedIn

Facebook

Instagram

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter

Roger Lusby, host of Frazier & Deeter’s “Business Beat,” is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology and service companies.

You can find Frazier & Deeter on social media:

LinkedIn
Facebook
Twitter

An episode archive of Frazier & Deeter’s “Business Beat” can be found here.

Tagged With: Alpharetta, Andrew Smoltz, eSports, Frazier Deeter, gaming, Roger Lusby, Taylor McDermott, United in Gaming, virtual gaming

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