Lighthouse Financial Archives - Business RadioX ®

Human-Centered Family Business Succession Planning, with Andrea Carpenter, The Transition Strategists, and Jamie Reynolds, Reynolds CFO Services

June 17, 2025 by John Ray

Human-Centered Family Business Succession Planning, with Andrea Carpenter, Transition Strategists, and Jamie Reynolds, Reynolds CFO Services, on Family Business Radio with host Anthony Chen

Family Business Radio

Human-Centered Family Business Succession Planning, with Andrea Carpenter, The Transition Strategists, and Jamie Reynolds, Reynolds CFO Services

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Human-Centered Family Business Succession Planning, with Andrea Carpenter, The Transition Strategists, and Jamie Reynolds, Reynolds CFO Services (Family Business Radio, Episode 65)

In this episode of Family Business Radio, host Anthony Chen welcomes Andrea Carpenter of The Transition Strategists and Jamie Reynolds of Reynolds CFO Services. Andrea shares her journey from UX design to becoming a transition specialist focused on the human side of family business and internal succession planning. Jamie discusses his pivot from a corporate career to launching a fractional CFO firm that supports small and mid-sized businesses. Together, they explore the challenges and strategies of family business transitions, emphasizing the importance of communication, values, and aligning personal passions with business roles. You will gain valuable advice on preparing for succession, maintaining brand equity, and ensuring that next-generation leaders are equipped and passionate about taking over the family enterprise.

Anthony concludes the show with comments on the value of communication and individual identity in family business succession.

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

Key Takeaways from This Episode:

Andrea Carpenter, The Transition Strategists

Start with Values Before Structures – True succession success starts with understanding personal goals, non-negotiables, and passions—not just business mechanics.
Use Dialogue to Prevent Disconnection – Transparent conversations between generations prevent misaligned expectations and foster trust.
Empower, Don’t Pressure, the Next Generation – Support younger family members in discovering their authentic path—whether inside or outside the family business.

Jamie Reynolds, Reynolds CFO Services

Fractional CFOs Bring Strategic Clarity – Jamie helps small businesses make financial decisions with confidence, beyond bookkeeping or tax prep.
Training Beats Replacing – Family members often have the heart, but need the tools. Jamie helps build their capability to lead.
Work-Life Balance Is a Leadership Priority – After a heart attack, Jamie redefined success: being present with family while helping others grow.

Anthony Chen, Lighthouse Financial and Host, Family Business Radio

Legacy Is More Than a Business – The real asset being transferred isn’t just ownership. It’s identity, values, and intent.
Succession Is a Conversation, Not a Conclusion – Families must start talking, even before they feel “ready,” to explore what a good transition looks like.
You Don’t Have to Become Them to Honor Them – Children don’t have to copy their parents’ careers to carry forward their values and legacy.

Topics Discussed in this Episode

00:00 Introduction to Family Business Radio
00:30 Andrea Carpenter’s Journey into Family Business
02:05 The Human Side of Family Business
12:38 Navigating Family Business Conflicts
26:15 Jamie Reynolds: Transitioning to Business 2.0
31:10 Believing in the Mission
31:38 Relaunching Reynolds CFO Services
32:55 Balancing Family and Business
33:04 Health Scare and Its Impact
33:43 The Flexibility of Business Ownership
37:04 Family Support and Early Return to Work
39:13 Client Success Stories
43:11 The Role of a Fractional CFO
46:57 Contact Information and Services
48:15 Words of Wisdom for Family Business Succession Planning
49:16 Legal Disclaimer and Closing Remarks

Andrea Carpenter, The Transition Strategists

Andrea Carpenter, Transition Strategists — **Andrea Carpenter, The Transition Strategists**

As President of The Transition Strategists, Andrea Carpenter specializes in guiding multi-generational families through complex business succession planning. Her unique perspective as both a successor in her family business and an advisor to transitioning families offers priceless information about the challenges faced by both generations.

Andrea excels at creating psychologically safe environments where families can navigate the delicate balance between preserving legacy and embracing innovation. As a certified XChange facilitator, she combines human-centered design principles with proven facilitation techniques to help clients transform business transitions into opportunities for deeper family connection.

The Transition Strategists is an international boutique consultancy headquartered in Denver, Colorado, with over 30 years of experience in business succession planning and transition strategies. The firm works with family and private business owners, their companies, and their families. They design dynamic, people-first succession plans, balance business objectives with family relationships, and create transition paths that sustain business success and launch leaders into new ventures.

Andrea LinkedIn | Company Website

Jamie Reynolds, Reynolds CFO Services, LLC

Jamie Reynolds is the founder and owner of Reynolds CFO Services, LLC. As the principal of the firm, Jamie specializes in providing financial services to small and medium-sized businesses (SMBs), with a focus on financial planning and analysis (FP&A), bookkeeping, and grant writing

Reynolds CFO Services positions itself as a partner for business owners who need professional financial guidance but may not require a full-time, in-house CFO. The firm’s mission is to provide reliable, actionable financial insights and support, enabling clients to focus on running and growing their businesses. Reynolds CFO Services is renowned for its pragmatic approach and unwavering dedication to assisting clients in reaching their financial objectives.

Jamie LinkedIn | Company Website

Anthony Chen, Host of Family Business Radio

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

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

Follow this link to access the complete show archive of Family Business Radio.

Navigating Family Business Succession and Sale: Insights from Rick Calabrese and Joe Bergin, Commonwealth M&A, and Lyle Newkirk, SeatonHill Partners

May 21, 2025 by John Ray

Navigating Family Business Succession and Sale: Insights from Rick Calabrese and Joe Bergen, Commonwealth M&A, and Lyle Newkirk, SeatonHill Partners, on Family Business Radio podcast with host Anthony Chen, Lighthouse Financial

Family Business Radio

Navigating Family Business Succession and Sale: Insights from Rick Calabrese and Joe Bergin, Commonwealth M&A, and Lyle Newkirk, SeatonHill Partners

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Navigating Family Business Succession and Sale: Insights from Rick Calabrese and Joe Bergin, Commonwealth M&A, and Lyle Newkirk, SeatonHill Partners (Family Business Radio, Episode 64)

In this episode of Family Business Radio, host Anthony Chen welcomes three experienced advisors to discuss the intricacies of planning for family business succession and sale. Rick Calabrese and Joe Bergin from Commonwealth M&A share their personal journeys and expertise in assisting small businesses with transitions, covering topics such as business valuation, the emotional aspects of selling, and the importance of having a professional advisor. Lyle Newkirk from Seton Hill Partners brings a different perspective, discussing his experience in corporate M&A and the importance of preparation and strategic advisory for small and mid-sized businesses. The discussion includes practical advice on preparing for an exit, the role of private equity, and addressing common misconceptions and pitfalls. The episode aims to provide family business owners with valuable insights to ensure a seamless transition and maximize their business’s value.

Anthony concludes the show by underlining the need for thoughtful retirement planning.

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

Key Takeaways from This Episode:

Rick Calabrese, Commonwealth M&A

“There’s no perfect time to sell—only the right time, when your goals and your business are aligned.”
Rolling equity (a partial sale with continued involvement) allows owners to take chips off the table now and participate in a second payday later.
Emotional readiness is just as important as financial readiness in family business succession.

Joe Bergin, Commonwealth M&A

“Your business is worth what someone is willing to pay. That’s why process and positioning matter.”
Valuation isn’t just math. It’s about risk, recurring revenue, and how the buyer sees your future cash flow.
M&A advisors aren’t just negotiators. They’re emotional buffers and translators between the parties.

Lyle Newkirk, SeatonHill Partners

“Don’t wait to clean up your books. Due diligence is like a 90-day colonoscopy.”
Many deals fall apart not on price, but on poor preparation, such as missing contracts, inadequate reporting, or emotional resistance.
Fractional executives can professionalize operations, prepare for exit, and give owners a trusted outside perspective.

Anthony Chen, Lighthouse Financial

Retirement planning isn’t just about the numbers; it’s about the lifestyle. Financial success is meaningless without a clear vision of what fulfillment looks like post-exit.
Think beyond the golf course. True retirement satisfaction requires more than vague hobbies. Entrepreneurs must get specific about how they want to spend their time and structure their lives once the business chapter closes.
Plan for retirement well in advance of the proposed deal. Planning for retirement should begin long before a business is sold. Knowing what comes next adds clarity and confidence to the decision to exit.

Topics Discussed in this Episode

00:00 Introduction to Family Business Radio
00:48 Meet the Guests: Rick Calabrese and Joe Bergin
01:01 Background Stories: Rick and Joe’s Family Business Roots
05:31 Understanding Business Valuation
07:41 Timing the Sale of Your Family Business and Family Business Succession
10:17 Options for Partial Liquidity Events
13:45 Misconceptions About Private Equity
17:16 The Importance of M&A Advisors
19:02 Emotional Aspects of Selling a Family Business
23:25 Recognizing When to Step Aside
24:19 Resources for Business Owners
24:37 The Importance of Early Planning
25:46 Introducing Lyle Newkirk
28:01 Common Mistakes in Business Transactions
30:22 Preparing for a Successful Exit
35:05 The Role of Fractional Executives
38:29 Final Thoughts and Key Takeaways

Rick Calabrese, Esq., CPA, LL.M., Co-Founder, Commonwealth M&A

Rick Calabrese is a licensed attorney and certified public accountant in the Commonwealth of Pennsylvania and also has a Masters of Law in Taxation from Villanova University School of Law. Prior to attending law school, Rick obtained a Bachelor of Science in Business Administration (accounting) from the University of Pittsburgh. After law school, Rick worked at “Big 4” accounting firm PricewaterhouseCoopers LLP in Center City, Philadelphia, prior to engaging in the active practice of law primarily in the fields of tax, corporate business, M&A and commercial real estate at suburban Philadelphia-based law firms.

During his time practicing law (which he still does part-time), Rick handled multi-million-dollar transactions for small to medium-sized businesses. While many other clients may have to use multiple advisors on a given transaction, Rick used his unique and specialized tax, business, M&A, and CPA background to assist clients through the entire process of family business succession, from initial planning and structuring to drafting purchase agreements and closing.

Rick now lives with his wife, Lindsey; their son, Luca; and their dog, Maverick, in Chester County, PA. In his free time, you can find Rick out on the links or passionately cheering on the Big 4 Philadelphia sports teams, Villanova basketball, and Pitt Panthers football.

LinkedIn | Firm Website

Joe Bergin, Co-Founder, Commonwealth M&A

Joe Bergin graduated from Penn State University (University Park) with Bachelor’s Degrees in Finance and Economics. Joe is also a Certified Management Accountant and worked at Johnson & Johnson for over a decade spanning multiple roles & responsibilities culminating in a series of roles spent analyzing, structuring, and executing M&A and venture capital transactions.

During his time in Corporate Finance, Joe developed experience and skills ranging from strategic planning to complex financial modeling and business valuation. Joe passionately believes that Commonwealth M&A clients deserve to be represented with the same level of sophistication that Fortune 100 companies receive, regardless of deal size.

Born and raised in West Chester, PA, Joe is a passionate fan of all Philadelphia and Penn State sports. In his free time you can find him spending time with his wife and daughter or attending Penn State football games in the Fall.

LinkedIn | Firm Website

Lyle Newkirk, CFO Partner, SeatonHill Partners

Lyle Newkirk is a CFO partner with SeatonHill Partners. He has over 35 years of experience in CFO and executive finance roles. He has worked with public and private companies based both in the US and internationally, where he developed the strategies to achieve significant top-line revenue growth and helped to facilitate various successful acquisitions and strategic exits, including three exits to Fortune 500 companies. Lyle has extensive experience in technology companies in general and SaaS companies specifically. Lyle’s expertise also includes FP&A, growth planning and tactics, cash management, HR, sales operations, and regulatory compliance

SeatonHill provides organizations financial leadership with a strategic and operational focus by placing elite CFO talent to challenge the business and contribute to operational decisions to achieve results. With their curated talent, their financial leaders guide small and medium-sized businesses through complex financial problems to mitigate risk and achieve organizational goals.

SeatonHill is the fastest-growing CFO services firm in the nation, offering the power of combined thought leadership and the support of the country’s top financial talent to the benefit of all our clients. SeatonHill has offices in Boston, Dallas, Fort Worth, Los Angeles, Austin, Houston, New York, Atlanta, Chicago, Philadelphia, Phoenix, San Diego, and Washington, D.C.

LinkedIn | Firm Website

Anthony Chen, Host of Family Business Radio

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

Family or Finance?, with Anthony Chen, Host of Family Business Radio

May 20, 2025 by John Ray

Family Business Radio

Family or Finance?, with Anthony Chen, Host of Family Business Radio

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Family or Finance?, with Anthony Chen, Host of Family Business Radio

When you have a choice between family or finance, there’s not really a choice, says host Anthony Chen. Family always comes first.

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

Transcript

As we’re closing out with Anthony’s Financial Take with our guest, Jacqueline Jensen here, I’m not sure I can even come up anywhere close in terms of dropping off better jewels of wisdom on the financial side other than to reiterate having that focus on what your life’s vision and goals are, particularly on the family side.

I may have already reiterated in the show and in the past that money can always be remade and earned back. You can’t buy back time; I’m just going to throw my bias hat out there. I’m going to agree with Jacqueline on here, and maybe it’s a little bit more personal for me, but if you come to the crossroads between finance, financial decisions, or family decisions, my bias would err a little bit more on the—I know it’s coming odd from a financial guy—more on the family than the financial side of things, but that’s my Financial Take.

Or maybe I should rebrand it to Family Take. But that’s the end for the show. So thank you for listening in to Family Business Radio.

Anthony Chen, Host of Family Business Radio

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

The Best Advice I Ever Received, with Anthony Chen, Host of Family Business Radio

January 13, 2025 by John Ray

Family Business Radio

The Best Advice I Ever Received, with Anthony Chen, Host of Family Business Radio

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The Best Advice I Ever Received, with Anthony Chen, Host of Family Business Radio

In this commentary from a recent Family Business Radio episode, host Anthony Chen shares the best advice he ever received.

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

Transcript

The most thankful advice I ever received from my mentor was “Anthony, people don’t make rational decisions. They make emotional decisions and then rationalize it.” And for those who know me, I know I’ve run my life in a very “Spock-like” manner where, Oh, what do you mean?

Everybody makes rational decisions. Yeah. Okay. That that, that took two to three years of him beating that into my head for it to finally sink through in terms of really advice to pass forward to piggyback off of our two guests and especially what just happened in the pre-recording is there is a calendar and spreadsheet of a life.

And then there’s life and for those who know me being the anal retentive control freak now that I have an almost seven-month-old that the idea of control is just fantasy. So for those of you listening in this I’ll end the show with this, if you think you can control life of on just a calendar and spreadsheet this is again, hearkening back to my mentor, Daryl, spoken like a true bachelor who doesn’t have a family yet.

And I did not realize that until I have my own family. Thank you for listening in to Family Business Radio.

Anthony Chen, Host of Family Business Radio

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

What is a Life Fully Lived?, with Anthony Chen, Host of Family Business Radio

May 6, 2024 by John Ray

Family Business Radio

What is a Life Fully Lived?, with Anthony Chen, Host of Family Business Radio

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What is a Life Fully Lived?, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen discusses a question you should ask yourself as you ponder your financial future: What is a life fully lived?

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

Anthony Chen, Host of Family Business Radio

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

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

May 2, 2024 by John Ray

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

North Fulton Studio

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

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

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

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

Maria Forbes, President, XPX Atlanta

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

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

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

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

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

Anthony Chen, President-Elect, XPX Atlanta

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

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

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

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

Topics Discussed in this Episode

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

The Exit Planning Exchange Atlanta

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

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

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

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

April 15, 2024 by John Ray

Family Business Radio

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

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

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

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

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

Alissa Bickar, The Consultress

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

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

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

Website | LinkedIn | Facebook | Instagram

Karen Bershad, The Small Business Advisor

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

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

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

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

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

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

Topics Discussed in this Episode

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

Anthony Chen, Host of Family Business Radio

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

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

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

March 18, 2024 by John Ray

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

Family Business Radio

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

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

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

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

Anthony Chen, Host of Family Business Radio

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

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

Effective Questions Build Trust, with Anthony Chen, Host of Family Business Radio

March 4, 2024 by John Ray

Family Business Radio

Effective Questions Build Trust, with Anthony Chen, Host of Family Business Radio

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Effective Questions Build Trust, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen discussed how effective questions build trust, both those you ask and those asked of you by your advisors.

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