Mergers and Acquisitions Archives - Page 2 of 2

Grow Boldly with Ryan Weissmueller E14

August 5, 2020 by Karen

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.

After 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

Austin 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.

Landon 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.

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.

RHINO NATION Networking Phoenix Founder Gelie Akhenblit with My Home Group Associate Broker Patrick Davis and Sigrist Cheek Potter and Huyser Managing Partner Howell Cheek

November 17, 2018 by Karen

RHINO-NATION-Networking-Phoenix-Founder-Gelie-Akhenblit-My-Home-Group-Associate-Broker-PatrickDavis-and-Sigrist-Cheek-Potter-Huyser-Managing-Partner-Howell-Cheek

Phoenix Business Radio

RHINO NATION Networking Phoenix Founder Gelie Akhenblit with My Home Group Associate Broker Patrick Davis and Sigrist Cheek Potter and Huyser Managing Partner Howell Cheek

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RHINO NATION Networking Phoenix Founder Gelie Akhenblit with My Home Group Associate Broker Patrick Davis and Sigrist Cheek Potter and Huyser Managing Partner Howell Cheek

Arizona is a great place to live and do business.

Learn about the many different growing and vibrant neighborhoods are in the state. How to connect and make great business relationships. Small business advantages in this state from a CPA’s perspective. Whether you’re thinking of moving to AZ or you already living here, you’ll learn a lot on this segment on what Arizona has to offer.

NetworkingPhoenix.com is the Valley’s one-stop-shop for professionals, entrepreneurs, small business owners, people in transition and anyone else looking to find networking events, chamber of commerce mixers, useful business seminars and leads clubs to grow their network.

Gelie Akhenblit is the CEO/Founder of Networking Phoenix, the largest professional organization in the Valley with over 40K members. She is who you engage with when you understand the value of that “one connection” that can change the trajectory of everything. Gelie consults business owners on strategic business development and relationship marketing, as well as facilitates high-level warm introductions and runs influence marketing campaigns through her own media channels. A seasoned presenter, one of Gelie’s favorite accolades was being invited to share her message on a TEDx stage. As her tagline goes “Who do you want to meet? I’ll introduce you.”

Connect with Gelie on LinkedIn and Instagram.

My Home Group is a Real Estate Brokerage Company in Arizona. They are the fastest growing Brokerage in Arizona and the 2nd fastest growing Brokerage in the United States, with over 1700 licensed Real Estate agents.

An experienced Real Estate Broker since 2005, Patrick Davis is committed to his clients best interests and to providing a smooth transaction before, during and after the sale of the home. His mission is simple; to provide a world class buying and selling experience to each of his clients, while ensuring the highest level of communication and the most advanced technology in the marketplace.

Since moving to Arizona from Oregon, Patrick has dedicated himself to learning and loving all things Arizona. Arizona has a healthy influx of people moving into the state to enjoy the enhanced quality of life that it provides. Patrick knows the trials of moving into a new environment and he can ensure a smoother and less stressful journey to your new neighborhood. He offers a complete concierge service to assist you in all your needs to quickly feel comfortable, connected, and settled.

Follow My Home Group on Facebook, Twitter and Instagram.

Sigrist, Cheek, Potter & Huyser, CPA’s is a full-service CPA firm specializing in small and medium-sized businesses. They combine big accounting firm experience with personal small-firm service. All of the partners have lived many of the challenges and opportunities faced by business owners. Areas of concentration include financial statement preparation, tax strategies for both business and individuals, and merger/acquisition consulting.

Howell Cheek joined Sigrist, Cheek, Potter & Huyser, PLLC as managing partner in 1998 after five years as President and CEO of a Tempe-based electronics manufacturing firm. Prior to that, Mr. Cheek was Chief Financial Officer for a major real estate acquisition and development company, as well as Vice- President, Tax Manager for a large financial institution. Mr. Cheek passed the CPA exam in 1983, and holds a Bachelor of Science-Business Administration degree and a Masters of Science degree in Accounting.

ABOUT RHINO NATION

Rhino Nation is a growing community of influential entrepreneurs and small business owners that share a common trait, they don’t walk, they don’t run, they CHARGE to their destiny. We acknowledge and celebrate their business expertise, leadership and fearless attitude to be victorious in their goals. Rhino Nation is committed to making powerful connections and providing enhanced exposure to broaden the reach and promote the extraordinary talents of our community members.

ABOUT YOUR SPONSOR

Rhino Online Strategies & eCreativity helps you free up your precious and limited time, as a business owner, to do what you do best….running and growing your business. Michelle Faust and her team partner with you to identify your content and marketing needs and provide you with fresh, innovative, dynamic copy that will effectively reach your target market, leading to increased customer engagement, a higher conversion rate, and increased sales.

Great content becomes the seeds of a bountiful business harvest, so you can cultivate and grow your business. We take the time to personally understand you and your company’s purpose, so your marketing message reflects who you are and speaks directly to your target market. Let us join you as part of your team. We’ll partner with you to develop powerful messaging strategies.

We strive to create an expansive mindset through education, marketing content and access to a talented team of business consultants. Our mission is to deliver cutting edge entrepreneurial support by providing engaging targeted messaging along with online business education, ancillary business services, and enhanced exposure.

Michelle has an extensive background in sales, marketing and public speaking, primarily in the pharmaceutical industry. When she left her corporate career, she shifted into the entrepreneurial world, combining her experience, talents and passions to reinvent herself. As a marketer and copywriter, Michelle thrives on discovering what motivates people into action and what their key emotional triggers are. Michelle and her team create powerful and targeted messaging that improve conversion rates and increase sales. Michelle loves to connect people through the power and beauty of the written word. her passion is helping people create a road-map to success, so they can fulfill their dreams and live their destiny.

For more about Rhino Online Strategies & eCreativity find them at www.rhinostrategy.com, on Facebook and LinkedIn.

Michael Horwitz with The CBA Group

March 14, 2018 by Mike

North Fulton Business Radio

Michael Horwitz with The CBA Group

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Michael Horwitz/The CBA Group

With Michael Horwitz and The CBA Group, you are represented by outstanding, experienced and knowledgeable professionals who will provide you with sound financial, strategic and tactical advice to best achieve a successful transaction. The CBA Group has been helping business owners for over 17 years. The CBA Group brokers have over 175 years of collective business experiences.

Michael’s business experiences include senior management roles in Fortune 500 corporations to leadership positions with venture capital-backed high tech start-ups. Michael also brings small business knowledge through his seven years of owning and operating an independent bicycle shop in Alpharetta where he has lived and worked for the past 22 years.

SIMON SAYS, LET’S TALK BUSINESS: Jennifer Bailey with Walden Businesses, Veronica Maldonado-Torres with Georgia Mentor Protégé Connection, David Buchsbaum with Atlanta Closet & Storage Solutions and Travis Giles with McMahan’s Clothing

August 18, 2017 by Mike

Gwinnett Studio

SIMON SAYS, LET'S TALK BUSINESS: Jennifer Bailey with Walden Businesses, Veronica Maldonado-Torres with Georgia Mentor Protégé Connection, David Buchsbaum with Atlanta Closet & Storage Solutions and Travis Giles with McMahan’s Clothing

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Travis Giles, David Buchsbaum, Jennifer Bailey, Veronica Maldonado-Torres, Al Simon

Jennifer Bailey/Walden Businesses

Based in Atlanta and serving the southeastern U.S., Walden Businesses specializes in mergers and acquisitions. Their target market is privately-held manufacturing, distribution, technology and select service companies. Walden Businesses is a results-oriented intermediary dedicated to serving owners and buyers of small to medium sized companies with values up to $100 million. Their mission is to provide clients with the best representation possible and assist in attaining their business objective; allowing their clients to exit on their own terms and ultimately recognize their personal goals and dreams.

Walden sells businesses. It’s that simple. Their firm’s reputation for completing transactions with high quality companies sets them apart. Many of Walden’s clients are pre-qualified and referred by accountants and attorneys who are aware of Walden’s impeccable credentials. For over 25 years, ethics, discretion and attention to detail remain the cornerstones of Walden’s success, earning them the reputation they enjoy today.

Veronica Maldonado- Torres/Georgia Mentor Protégé Connection

The Georgia Mentor Protégé Connection (MPC) is a business development program administered by the Georgia Education Foundation (GEF) in partnership with the Department of Economic Development and the Georgia Institute of Technology.

MPC provides opportunities for Georgia small businesses to benefit from a partnership with a corporate mentor for a period of one year. Emerging firms can build relationships, explore new technologies, learn about best practices, and benefit from the wisdom of corporate executives who are committed to the long-term health and overall growth of small businesses in Georgia.

The mentor corporations are companies that are headquartered in Georgia or have a significant presence in the state. These mentor firms are leaders in their respective industries and are committed to small business development and supplier diversity. They represent a broad spectrum of industry categories, including transportation, education, logistics, manufacturing, telecommunications, consulting services and information technology.

David Buchsbaum/Atlanta Closet & Storage Solutions

Atlanta Closet & Storage Solutions is your local source for high quality custom closet and storage systems. With over 30 years of cabinet and furniture making experience, they have the expertise you can trust. They provide custom designed and manufactured storage systems for closets, pantries, laundry rooms, garages, home offices – anywhere you have a need to get and stay organized.

Atlanta Closet & Storage Solutions offer free in-home consultations and interactive 3-D computer modeling so you can truly visualize your new custom closet or built-in cabinetry with no surprises! They manufacture their own parts, allowing them to truly customize each project. You will find they are highly focused on quality and customer service. Their closet systems provide style, function and value, increasing the value of your home while helping eliminate clutter and mess.

Call today for your free consultation! Or tour their showroom at 2364 John Glenn Drive in Chamblee, GA.

Travis Giles/McMahan’s Clothing

McMahan’s helps step up the image of Gwinnett County men one suit at a time. Maker of bespoke suits, jackets and shirts, McMahan’s Clothing is the culmination of both formal education and 20 years of serving within the retail, buying, and manufacturing sectors of the industry. That experience has allowed McMahan’s to simply be “The Best Value in the Custom Industry”,while providing world-class service and style expertise.

“In order to best understand our client’s needs, we prefer to have one-on-one appointments with them, free of distraction.”

Businesses With Integrity

March 30, 2016 by angishields

Midtown Business Radio

Businesses With Integrity

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Businesses With Integrity

I continued our series with Life University’s Dr. Gilles LaMarche, focusing on business leaders with integrity. The series is a lead-in to Life University’s Life Talks World Congress event coming up May 12-13. The 2 day event will be featuring numerous subject matter experts on relationships, personal and professional, and various aspects of our lives where we can improve how we experience others and how they experience us. Last year’s event was very popular with its attendees, with many proclaiming it to have made significant impact on their lives for having gone.

Gilles introduced us to Chuck Papandrea, of Life Leadership (unrelated to Life University). His firm works with businesses seeking to increase morale, productivity, and customer satisfaction through improved communication and leadership. He has seen his small- to mid-sized business clients experience major turn-arounds in morale and employee retention, coupled with growing revenues as employees begin to truly personalize their work and the company.

Bo Wilkins of SoundRiver advisors works with business owners and entrepreneurs to help them plan and execute transition of their business through successful sales or migration to heirs/family. He talked about how challenging it can be for a busy owner to effectively manage the business and coordinate what is a multi-person team who needs to be evaluating and in some cases modifying elements of the business’s financial plan and execution.

Bo explained how important it is to begin planning for a transition 3-5+ years ahead of an anticipated move to sell or transfer the company, as it can take that long to have all elements lined out that affect sale value and pay-outs, viability of the business after the owner moves aside, etc.

He introduced us to Steve Hunter, of Greene, Holcomb, and Fisher. With offices in Minneapolis, Phoenix, Seattle and Atlanta, is an investment banking firm that specializes in mergers and acquisitions, private placements and financial advisory services for the middle market.

At Greene Holcomb Fisher, experience from nationally prominent investment banks and leading law firms is blended with senior-level attention and entrepreneurial ingenuity to deliver creative services to high quality companies. The firm’s investment bankers specialize in the Consumer, Food & Agribusiness, Healthcare, Industrial Products & Services, Business & Education Services, Technology and Energy & Infrastructure sectors. Greene Holcomb Fisher provides global reach through Clairfield International. For more information, please visit www.ghf.net and www.clairfield.com.

J Cornelius of Nine Labs stopped by to talk about how his company helps companies insure they are effectively projecting their brand across digital platforms such as website and social media, and mobile devices. The company also provides consulting services that seek to clearly identify the client’s true customer base such that messaging will be appropriate to meet the needs of that customer, who is often not who the business initially thought they were.

With a complement of experts in branding, digital media, and web design, J’s team at Nine Labs help companies to know the time and revenue invested in their website and branding is actually achieving the desired goal and allowing it to create the ROI that should come with such efforts.

Sabetay Palatchi, of Just Military Loans shared information about their service, providing active duty and military veterans with access to needed capital through small loans and other options. He talked about some of the challenges military personnel face getting access to loans such as frequently moving and/or being deployed, which occasionally results in negative credit events. Just Military Loans is able to work with military personnel with a personalized approach that helps them re-establish their good credit and take care of personal business in need of funds.

Special Guests:

Dr. Gilles LaMarche, DC, VP of Professional Relations at Life University

Chuck Papandrea, Member, Life Leadership

Bo Wilkins, Partner, SoundRiver Advisors

Steve Hunter, Managing Director, Greene, Holcomb, Fisher

J Cornelius / Nine Labs

Sabetay Palatchi, Partner, Just Military Loans

Nexus Research Group, Social Impact Advisor, Marketing Eye, Mazzone and Associates

February 26, 2016 by angishields

Midtown Business Radio

Nexus Research Group, Social Impact Advisor, Marketing Eye, Mazzone and Associates

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Nexus Research Group, Social Impact Advisor, Marketing Eye, Mazzone and Associates

We talked non-profit consulting/optimization with Kelly Burton of Nexus Research Group and Que Frazier of Social Impact Advisor, learned about small business marketing through an innovative outsourced model with Mellissah Smith, of Marketing Eye, and talked mid-market M&A and capital resources with Stuart Sanford.

More info coming soon!

Special Guests:

Kelly Burton, Founder of Nexus Research Group

Quinetha “Que” Frazier, President of Social Impact Advisor

Mellissah Smith, Founder of Marketing Eye

Stuart Sanford, VP at Mazzone & Associates

Dr. Gilles LaMarche, DC, VP of Professional Relations at Life University

Doctor of Chiropractic, Canadian Memorial Chiropractic College
Author, The ART of Responsibility, Insight Publishing 2012
Certified Six Advisors Coach, Six Advisors Coaching Academy
Previous Vice President, Parker College of Chiropractic

Investment Capital, Hospice, and Legal Trends in Healthcare

November 10, 2015 by angishields

Health Connect South

Investment Capital, Hospice, and Legal Trends in Healthcare

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Investment Capital, Hospice, and Legal Trends in Healthcare

Over the course of the show we have often heard our guests expressing the fact that access to investment capital is one of their biggest needs. On our previous episode we talked with Tif Walker from Georgia Center for Medical Innovation about the fact that in spite of having a rapidly-growing technology ecosystem full of promising technology solutions led by excellent leadership, Atlanta lags behind the traditionally-recognized centers for investment resources.

On this week’s show we hosted Jack Draughon and Matt Brohm to talk about investment capital, hospice, and legal trends in healthcare. Jack’s early years in his career were spent in investment banking, private equity, and mergers/acquisitions in the healthcare arena. After spending several years in the investment world and overseeing a larger merger with a hospice company, he began to become interested in forming a hospice care company that would both provide a high level of care and compassion, as well as have sound leadership and marketing strategy and resources.

He co-founded the hospice company Halcyon, which he and his colleagues were able to see fulfill its potential, ultimately selling the company recently in a successful merger. Jack shared his personal story of how he had experienced hospice care as the parent of his daughter who was found to have a congenital disorder incompatible with life upon birth. This experience, coupled with working on the hospice merger in his work combined to inspire him to focus his career on this important healthcare specialty.

Matt Brohm, an attorney with Arnall, Golden, & Gregory, talked about trends in healthcare and explained how recent changes in the law have created a trend toward consolidation between hospitals and systems. Many physician practices are also being purchased and becoming part of hospital groups. Matt and his colleagues in the healthcare practice for AGG provide expertise and guidance to navigate these often complicated transactions.

Additionally, Matt shared how compliance with new laws and regulations mean that having access to legal experts who are fully versed in these matters can save their clients a great deal of risk and cost associated with making missteps in the process.

Special Guests:

Jack Draughon, Co-Founder of Halcyon Hospice

BBA, Economics, University of Georgia Terry College of Business
Previous Director, Arcapita Inc

Matt Brohm, Attorney, Arnall, Golden, Gregory

Doctor of Law, Syracuse University College of Law
BBA Business, University of Georgia

Georgia Business Radio May 22nd: Matt Slappey with Murphy Business Mergers and Acquisitions, Kate Gorinshteyn and Michael Gaudette with Medside Healthcare – Buckhead Business Radio

May 22, 2015 by angishields

Buckhead Business Radio

Georgia Business Radio May 22nd: Matt Slappey with Murphy Business Mergers and Acquisitions, Kate Gorinshteyn and Michael Gaudette with Medside Healthcare - Buckhead Business Radio

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Ryan “Redhawk” McPherson (Host), Matt Slappey, Kate Gorinshteyn, Michael Gaudette

Click Here to View Photos from this Show!

Matt Slappey/Murphy Business Mergers and Acquisitions Advisor

M&A Advisor

Matt Slappey is an Atlanta native. He provides solutions to business owners and those seeking to buy a business. Matt specializes in working with businesses with revenues between $1MM and $50MM in revenue. This size business is below the threshold of most “investment bankers” and more complex than the average “business broker” can handle.

Matt has been ranked Top Ten Percent Nationally in 2010, 2011, 2012, 2013, and 2014

President Georgia Association of Business Brokers 2013

and, In March of 2015 Matt was recognized as the #1 producing Murphy office in the United States out of over 200 offices.

www.MattSlappey-Murphy.com www.MurphyBusiness.com Facebook Twitter Twitter (Matt) LinkedIn

Kate Gorinshteyn/Medside Healthcare

Marketing Liaison

Kate Gorinshteyn has been working in metro Atlanta area for over 16 years, primarily in the Buckhead area. For 10 years Kate ran her own small business of medical deliveries. From there she moved on to a role in international finance and now she is happily back in health care industry as Marketing Liaison for Medside Healthcare. Medside Healthcare provides a range of services such as home health (skilled medical services at home), home care (personal care assistance at home), transportation, adult day care, and now opened Medside University that allows nurses with a Bachelors degree to get Masters of Healthcare Administration, utilizing grant money.

Working on a daily bases with families and providers: medical offices, hospitals, rehabilitation centers and similar health care organizations this allows her to be knowledgeable with current healthcare challenges.

Kate was born in Russia and at the age of 15 moved to Israel where she finished high school. She relocated to Georgia in 1998 and has been in Atlanta ever since.

www.Medside.com Facebook

Michael Gaudette/Medside Healthcare

Marketing Liaison

Mike has spent over 20 years in Healthcare services in clinical, operations, and marketing. The majority of his experience is in outpatient rehab and home health. Mike’s current role is focused on marketing MedSide’s Home Health, Home Care, and Adult Day Health services to providers and case managers in Northeast metro Atlanta.

www.Medside.com Facebook Twitter (Michael)

Nine Labs, Polygon, Casey Gilson, Nelson Mullins, and SoundRiver Advisors

November 18, 2014 by angishields

Midtown Business Radio

Nine Labs, Polygon, Casey Gilson, Nelson Mullins, and SoundRiver Advisors

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Nine Labs, Polygon, Casey Gilson, Nelson Mullins, and SoundRiver Advisors

This week we heard from experts in corporate law (workers compensation and mergers & acquisitions), web design and customer experience, and corporate executive compensation and financial planning. I hosted folks from Nine Labs, Polygon, Casey Gilson, Nelson Mullins, and SoundRiver Advisors.

J. Cornelius is the President of Nine Labs, a web design and customer experience company based in Atlanta. He also started Polygon, an event space designed and dedicated to support Atlanta’s growing technology industry. Nine Labs is a user experience consultancy that helps businesses improve the look and feel of their digital technologies, making sure that a customer’s experience is useful, intuitive, and branding is maintained across the variety of digital media, mobile devices, and other user interfaces. The company will provide message content or work with their client’s internal team to optimize the way the client presents their brand to the public. Nine Labs is able to help businesses that are putting effort into making sure their customers can have a consistent experience across all digital/mobile platforms. They often encounter situations where a user’s experience on a mobile device is very different in terms of look and feel of a company’s branding, along with less-than-optimal navigation or functionality. Nine Labs’ experts are able to bring a consistent, positive experience to a company’s web visitors, regardless of technology used to access it. Polygon is an event space located in popular Atlantic Station in Midtown Atlanta that was created to provide technology companies and associations with a place to have productive networking, planning, and educational events. The space is located, laid out, and equipped with the Atlanta technology industry in mind.

Rayford Taylor is an attorney with the firm, Casey Gilson PC, admitted to practice law in Florida and Georgia. The majority of his practice is providing advice and representation to employers, insurance companies, insurance funds, and third party administrators in the defense of workers’ compensation claims, whether at trial or on appeal. Rayford also represents such entities in disputes with both Florida and Georgia state governments and regulators involving the operation of their companies and businesses. He has handled workers’ compensation cases all over Georgia and North Florida since 1990. The law firm of Casey Gilson is a firm that practices in the areas of labor law, personal injury defense, business litigation, trademark matters, patent disputes, bankruptcy cases and general litigation throughout all parts of Georgia. Rayford talked about some key areas where businesses make mistakes that can create increased exposure to workers compensation costs. He shared recommendations that employers could use to improve relations with injured employees as well as reducing risk for fraudulent behaviors.

Michael Hollingsworth is an award-winning attorney with Nelson, Mullins, Riley, and Scarborough LLP, located in Atlanta. He is a managing partner of Nelson Mullins Riley & Scarborough’s Atlanta office, and is co-head of the Firm’s Mergers & Acquisitions Group. Mr. Hollingsworth focuses on middle-market corporate transactions, including mergers, acquisitions, divestitures, and joint ventures. He also serves on the Firm’s Executive Committee, the governing body of seven partners who oversee firm standing committees, strategic initiatives, and firm operations. Michael represents private equity and hedge funds relative to their formation, operations and investments. He has a broad range of industry experience including food and beverage, consumer-branded products, healthcare, construction and aggregates, technology and telecommunications, media, manufacturing and distribution, and business services. Michael is also a transactional lawyer in the Firm’s multidisciplinary National Healthcare Practice Group.

Nelson Mullins provides advice and counsel in litigation, corporate, securities, finance, intellectual property, employment, government relations, regulatory, and other needs of clients ranging from private individuals to large businesses, including many publicly held companies. Nelson Mullins offers services in over 40 practice areas and as such they are able to provide expertise to a wide range of legal and business problems while offering value-added service to clients. Many Nelson Mullins clients—including growth companies, expanding local businesses, and major international companies—retain the Firm to provide all of their legal services. Other clients are national companies requiring assistance with specific regional or local legal matters. The Firm also has experience representing international companies interested in locating facilities in the Southeast. Start-up assistance for entrepreneurial endeavors, multi-action litigation defense, and representation of underwriters and investment bankers are only a few of the services that are provided by Nelson Mullins attorneys. Michael talked about how rewarding it is to become a trusted adviser for his clients as well as helping them to successfully navigate the sale of a successful business to the betterment of their financial situations.

Bo Wilkins, of SoundRiver Advisors stopped by to talk about the way their firm helps privately-owned businesses plan for generational transitions of ownership as well as preparation for sale or merger should those options be the chosen path for their clients. SoundRiver Advisors is an independent wealth management and life insurance advisory firm providing strategies to help privately held business owners invest, protect, and perpetuate their wealth. We talked about how challenging it can be for companies to retain high-performing, key executives (as well as how expensive it can be to replace them). SoundRiver Advisors is able to help the business owner develop a compensation plan that affords their key executives with a compelling pay and bonus structure along with effective investment/benefit vehicles that will optimize the tax picture of that compensation package, making it much more likely those important executives will remain in place. The firm provides certified financial and insurance experts and is a Registered Investment Advisor. SoundRiver is structured to offer their clients unbiased and untethered solutions. They avoid selling captive investment or insurance solutions. You don’t have to talk with their folks very long before you realize they are in the business of finding the best solution for each of their clients.

Special Guests:

J. Cornelius, President of Nine Labs, Founder of Polygon

President, Atlanta Web Design Group
Former VP Operations, CoffeeCup Software, Inc.
Mentor, ATDC
Creative Circus Advisory Board Member

Rayford Taylor, Attorney of Casey Gilson PC

Former VP, Stiles, Taylor, and Grace
Former General Counsel and Legislative Counsel, Florida Bar
Juris Doctor, Florida State University College of Law
Fellow, National Workers Compensation Lawyers

Michael Hollingsworth, Managing Partner, of Nelson, Mullins, Riley, & Scarborough

Juris Doctor, Samford Cumberland School of Law
Master of Laws, Taxation, University of Alabama School of Law
Member, Executive Committee, Managing Partner-Atlanta, Co-chair Mergers & Acquisitions
Recipient: BTI Client Service All-Stars (2012), Chambers & Partners (M&A), International Who’s Who of Business Lawyers, SuperLawyers (Georgia)

Bo Wilkins, Partner, SoundRiver Advisors

Former Executive Managing Director, Wealth Management, Reliance Trust Company
Former Partner, Nease, Lagana, Eden, & Culley
BA, History & German, Hampden-Sydney College
CLU – Chartered Life Underwriter; ChFC – Chartered Financial Consultant; CAP – Chartered Advisor in Philanthropy