Office Angels Archives - Page 4 of 16

Tax Strategy and Tax Credits, with Greg Silberman, S.J. Gorowitz Accounting & Tax Services

August 14, 2023 by John Ray

North Fulton Business Radio

Tax Strategy and Tax Credits, with Greg Silberman, S.J. Gorowitz Accounting & Tax Services

00:00 /

North Fulton Business Radio, Episode 692)

Greg Silberman, Managing Director of S.J. Gorowitz Accounting & Tax Services, joined host John Ray to talk about his company’s unique approach to business consultancy, their ability to offer consolidated tax strategy, filing, and CFO services, renewable energy tax credits, some estate planning tips, and much more.

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

S.J. Gorowitz Accounting & Tax Services

S.J. Gorowitz Accounting & Tax Services is a boutique CPA firm that supports expanding and emerging businesses and their owners with a consultative, inclusive approach to accounting, business advisory, tax, trust, and estate services. They work one-on-one with clients to produce accurate financials, minimize taxes and ensure compliance. Their tailored accounting solutions and financially focused business consulting spans industries including manufacturing, professional services, real estate and technology.

The company is guided by the highest standards of integrity, authority, and commitment to client service excellence. Clients trust them for reliable knowledge that considers industry nuances, the economic climate, and their unique business goals.

Website | LinkedIn | Facebook

**Gregory Silberman, Managing Director, S.J. Gorowitz Accounting & Tax Services**

A seasoned Certified Public Accountant with extensive knowledge of accounting, tax planning and preparation, investments, private equity and M&A, Gregory Silberman leverages his international expertise in the exclusive service of high-net-worth individuals and growing small businesses. He brings more than 20 years of global financial experience in Europe, Asia, and North America to the position.

Silberman developed an overarching commitment to quality service during his diversified career which included stints in public accounting at Grant Thornton (Johannesburg, SA); derivative accounting for JPMorgan Chase & Company (London, UK); and management consulting with Atlanta Gas Light and NASCO (Atlanta, Ga, USA).

Nearly a decade ago, he established CJ Tag LLC to provide complex accounting, tax, and business services to high-net-worth individuals. Additionally, the firm offered fractional CFO services and investment guidance to corporate clients in a wide range of industries and markets.

Previously Silberman was the Chief Investment Officer at ACG Investment Management. He was responsible for managing the firm’s private equity, hedge fund and real assets investment portfolio.

Prior to joining ACG Investment Management, Greg served as Director of Alternative Investments at Wilmington Trust. He was responsible for managing more than $2 billion in private equity, hedge fund, and real estate assets, and was instrumental in the launch of a successful alternative mutual fund. Silberman also managed more than $80 billion as a member of the research team. He was a portfolio manager, analyst, and product developer for Perpetual Investments in Sydney and JP Morgan Chase in London with a focus on structured derivative products.

Silberman earned a Bachelor of Accounting from the University of Witwatersrand and subsequently passed the South African Accountant’s and Auditor’s Board Exam, the Australian Chartered Accountant’s Exam and the Uniform CPA Examination. In addition, Silberman is a Chartered Financial Analyst (CFA®) and a Chartered Alternative Investment Analyst (CAIA®).

When not spending time with his three daughters, Greg follows UFC and is always ready to cheer for the Springboks Rugby team.

Affiliations and Associations:
American Institute of Certified Public Accountants
Georgia Society of CPAs
Chartered Alternative Investment Analyst Institute
CFA Institute and CFA Society of Atlanta
Kaplan Schweser, CFA review course
South African Institute of Chartered Accountants

Boards/Committees:
Jewish Federation of Greater Atlanta, Investment Committee (former chairman)
Solomon Schechter Epstein School, Investment and Finance Committee (former member)
Ariel Synagogue (former treasurer)

Questions and Topics in this Interview:

Services Provided

What services does SJG offer? How do you cater to the needs of your clients?
How does your firm help clients navigate through the complexities of tax preparation and planning?
Beyond tax-related services, what other financial areas does your CPA firm specialize in? Could you elaborate on financial consulting or advisory services you provide?
As technology advances, how has your firm embraced digital solutions for services like bookkeeping and financial reporting?

Inflation Reduction Act of 2022

Could you give our listeners a clear picture of what renewable energy entails and why it’s gaining so much attention?
How do these incentives work, and what benefits do businesses stand to gain?
- The Inflation Reduction Act of 2022 offers tax incentives for businesses to adopt renewable energy.
Could you share examples of how different businesses are integrating renewable energy into their operations?
Beyond the financial incentives, how does embracing renewable energy contribute to environmental sustainability?
While the incentives are promising, are there any challenges businesses might face when transitioning to renewable energy?
What advice would you give to businesses that are considering adopting renewable energy but are unsure where to start?

Estate Planning

Can you explain the concept of portability and how it can be utilized in estate planning?
Could you elaborate on the increase in the lifetime gift and estate tax exemption for 2023?
Could you explain the concept of the annual gift tax exclusion and what it means for taxpayers?
What happens if someone decides to gift more than the annual exclusion amount to an individual recipient?

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management, and financial services offices in Mississippi, Alabama, Tennessee, Georgia, and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

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

Taking the Guesswork Out of Vitamins and Supplements, with Laurie Coello, Nutrishop Roswell

August 8, 2023 by John Ray

North Fulton Business Radio

Taking the Guesswork Out of Vitamins and Supplements, with Laurie Coello, Nutrishop Roswell

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North Fulton Business Radio, Episode 691)

Laurie Coello, owner of Nutrishop Roswell, talked with host John Ray about her experience of getting healthy and deciding to open a Nutrishop in Roswell to help others regain a healthy lifestyle. Laurie shared how Nutrishop is different than the big box competitors, tools they use like the Body Composition Machine, the quality of their vitamins and supplements, their personalized service, success stories, and much more.

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

Laurie Coello owns Nutrishop Roswell. Laurie can be reached at the shop at (470) 223-4909.

Since 2003, Nutrishop® has helped individuals like you achieve various health and fitness goals by offering top-quality dietary and nutritional supplements and services coupled with unparalleled personalized attention – all at guaranteed low prices.

At Nutrishop®, their focus is on your results!

Founder and CEO, Bryon McLendon, turned down a lucrative career opportunity to pursue his passion of helping others live a fit, happy and healthy lifestyle. Unemployed yet determined, he drained his bank account and opened his first retail nutrition store in 1997. With laser-sharp focus, he went to work every single day, morning to night. His wife, Tania, a personal trainer and former college track athlete, was his rock, encouraging him along the way. Within two years, Bryon had opened five locations.

After gaining several years of knowledge and expertise in the industry, Bryon decided to start his very own company, thus NUTRISHOP®, Inc. was born with the first store opening in Norco, California in 2003. Bryon extended the opportunity to other like-minded, hard-working entrepreneurs who were passionate about helping others. Founded on the pillars of honesty, integrity, trust, opportunity and good ol’ fashioned hard work, our NUTRISHOP® family grew.

“We have store owners who hated their jobs and now they’re able to do something they love while changing lives for the better and providing for their families,” says Bryon. “That gets me excited!”

Website | Facebook | Instagram

Questions and Topics in this Interview:

What is Nutrishop?
How did you come to own a Nutrishop?
What is “healthy”?
How does Nutrishop help?
The Body Composition Machine
NutriGuide and Meal Plans

Pre-Retirement Planning for Business Owners, with Tony Van Gelder, Van Gelder Financial

August 8, 2023 by John Ray

North Fulton Business Radio

Pre-Retirement Planning for Business Owners, with Tony Van Gelder, Van Gelder Financial

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North Fulton Business Radio, Episode 690)

Tony Van Gelder, a Certified Financial Planner and Owner of Van Gelder Financial, joined the show to talk about his career journey, becoming a financial planner, how to choose a financial planner, the value of having an advisor younger than you, how pre-retirement business owners should be planning, and more.

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

It’s Van Gelder Financial’s belief that a Financial Plan is really a Life Plan. While there are the technical aspects, a properly built plan should:

Help to articulate the “why” behind your plan
Clearly identify your personal and financial goals and how to achieve them
Establish clear action steps to accomplish the desired outcome
Be written and explained in an easy-to-understand way
Evolve into a living document; not something that gathers dust on the shelf.

They manage the investment of your assets according to your current financial situation, future goals, and risk tolerance level. In saying that, they firmly believe in the power of consistency and do not employ market timing or specific stock selection methods but encourage longer term strategies with periodic reviews and adjustments.

They will work with you to determine the optimal asset allocation based on your unique needs. As independent financial advisors they are not motivated by sales targets or commissions which means they will put your interests above anything else. Once an initial plan is crafted and underway, the investments are consistently monitored to ensure they not only meet your needs, but also adapt to the changing financial landscape.

Van Gelder supports families and individuals who want to help plan for their child’s or loved one’s college education. They can help with the decision on which investment and savings vehicle is right for your situation, maximize the tax efficiency, and then put a plan in place to help ensure the money is there when you need it. Alternatively, if you are on the other side of college and currently dealing with student loans, they help to determine your goals and then implement the right repayment strategy that considers your specific situation and circumstance.

Estate planning is not just for the super-rich, but instead something everyone should consider. It’s about ensuring that when something happens to you, the ones you care about won’t have to guess about desired outcomes. Estate Planning gives family members the freedom to grieve and the comfort of knowing they’re honoring your wishes. Having a plan for your estate means you can continue to help your loved ones reach goals you set together, even after you are gone. They help clients look after their investments including insurance policies, savings accounts, and overall goals, to create a plan designed to set yourself and family up for financial success.

Website | Facebook

**Tony Van Gelder, CFP, Owner, Van Gelder Financial**

Tony has always had a passion for personal finance and spent the first 10 years of his professional career within corporate finance for the medical industry. His career path gave him the opportunity to work in America, Asia, and Australia where he gained valuable experience in understanding how finance impacts various cultures and the international business community.

Tony is a Certified Financial Planner™ (CFP®) and holds Series 7 and 66 securities designations. Tony also maintains his life insurance license across various states. He graduated with a B.S. in Finance and Operations Management from Indiana University and received his Masters in Business Administration (MBA) from Macquarie University in Sydney, Australia. Tony, along with his wife and two sons currently live in Milton where he is now the owner and lead advisor for Van Gelder Financial.

In his spare time Tony enjoys golfing, reading, and teaching his boys the love of sports.

Questions and Topics in this Interview:

What is your background and how did you get into Financial Planning?
What makes you different than any other Financial Advisor?
What do you say to people who might want to work with an Advisor who is closer to them in age/experience?
With robo advisors, Chat GPT, and other technology advances, do you see the value of a Financial Advisor diminishing?
What do you do outside of work? Hobbies?

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

August 8, 2023 by John Ray

North Fulton Business Radio

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

00:00 /

North Fulton Business Radio, Episode 689)

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

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

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

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

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

Website

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

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

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

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

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

Questions and Topics in this Interview:

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

Catering for Your Special Events, with Molly Holway and Matthew Bent, Three Sisters Catering

August 8, 2023 by John Ray

North Fulton Business Radio

Catering for Your Special Events, with Molly Holway and Matthew Bent, Three Sisters Catering

00:00 /

North Fulton Business Radio, Episode 688)

Three Sisters Catering Founder Molly Holway, along with Executive Chef Matthew Bent, joined host John Ray to share the joy they get from making their clients’ events remarkable and memorable. Molly and Chef Matt shared how Three Sisters got started, how Chef Matt and his team select menu items, the complicated logistics involved in catering an event, how they serve and delight their clients, their “catering-to-go” service, and much more.

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

Three Sisters Catering is an off premise, full-service catering company with nearly three decades of combined hospitality, entertaining and event planning experience making delicious food and creating menus for every special event occasion from social to corporate to private homes.

Founded by Molly Holway and her sisters, today it remains a “like-a-family” business and is owned and operated with love by a forever team. This includes a talent-filled kitchen of the best catering chefs in Atlanta; an operations manager who delivers seamless execution; and above-and-beyond customer service from a trusted sales team.

The foundation of the business remains its full-service catering operations for large, social events including weddings and mitzvahs. In 2023, Three Sisters Catering redefined catering and entertainment with the launch of Catering-to-Go (CTG), a simple way to host a guest list of more than 20 but less than 100 with beautiful, delicious food whether at home or at the office.

Three Sisters Catering are proud, active members of the Greater North Fulton Chamber of Commerce, National Association for Catering & Events (NACE), and Wedding International Professionals Association (WIPA). Three Sisters Catering is located at 7878 Roswell Rd., Sandy Springs, Ga 30350.

For more information, contact by phone at 404-488-4565 or email.

Website | Facebook | Instagram| Email

**Molly Holway, Founder & CEO, Three Sisters Catering**

With Molly, it’s always about people. She has spent her entire career in sales and marketing where she learned the value of long-lasting client relationships. To this day, this is her signature style. She is the Founding Partner and General Manager, Three Sisters Catering.

Molly established herself in the industry at Atlanta’s iconic Rupert’s Night Club, the “hottest ticket” in the city in the mid ’80’s. From there, she took on the real business of off premise catering, including booking space and managing events for prestigious caterers and upscale event facilities.

In 2005, she was hired for the Georgia Aquarium’s opening sales team and worked alongside Chef Wolfgang Puck. Her career continued up the corporate ladder including the opportunity to work in sales for Atlanta’s premier event planner, Tony Conway, and Legendary Events.

Molly was selected for the 2023-2024 Class of Leadership North Fulton.

Matthew Bent, Executive Chef, Three Sisters Catering

Chef Matthew is the gift that keeps on giving. He is given carte blanche to pursue his passion in the Three Sisters kitchen. He’s edgy, original, authentic, and innately understands flavoring, technique, and presentation. His “never rattled” demeanor allows him to check all the boxes. No kitchen? No problem. Dietary restrictions? Gotcha covered. Last-minute pop-up event? We’re on it.

Matthew began his love affair with food as a line cook at a Sandals Resort in his native Jamaica. His diligence and talent allowed him to quickly work his way up the “food chain” from Sous Chef at a leading catering company, to a popular Atlanta restaurant, to the Executive Chef position at Three Sisters Catering. Celebrating his 13th year with Three Sisters, he is known for his ability to create menus for clients that satisfies the diverse palettes of their guest no matter how grand or intimate the occasion.

His first love may be food and cooking, but he also loves his family, friends, and traveling. Chef was recently nominated for Atlanta Business Chronicle’s 40 Under 40.

Questions and Topics in this Interview:

How Three Sisters got started
Catering Services
Chef Matthew Bent
The work involved in catering
Teamwork and retaining talent
How they work with their clients
Catering to go

Using Demand Generation to Scale Revenue, with Josh Sweeney, FounderScale

August 7, 2023 by John Ray

North Fulton Business Radio

Using Demand Generation to Scale Revenue, with Josh Sweeney, FounderScale

00:00 /

North Fulton Business Radio, Episode 687)

Josh Sweeney, CEO at FounderScale, joined host John Ray to discuss how his firm helps business owners scale their revenue. He talked about the limitations of lead generation, the difference between lead generation and demand generation, planning for revenue growth and being patient, customizing strategies based on the business, when to start demand generation, and much more.

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

FounderScale’s goal is to work with team members and clients who share the company values: people who love what they do, take ownership, have an open mind when solving problems, and desire to go big in their endeavors.

FounderScale offers fractional CRO services, demand generation, and HubSpot consulting to engage prospects, build relationships, and scale revenue.

Website | LinkedIn

**Josh Sweeney, Founder & CEO, FounderScale**

Josh Sweeney is a seasoned entrepreneur whose mission is to help founders increase revenue so that they can have a positive impact on their team, family, and community.

He delivers on that mission by helping founders go from founder revenue to scalable revenue.

LinkedIn | Instagram

Questions and Topics in this Interview:

How to Scale Revenue with Demand Generation
Founder Revenue to Scalable Revenue
How Marketing for Small B2B Companies Differs from General Perception
Entrepreneurship & Exits
Founder Peer Groups, Mentoring, & Forums

Daniel Matalon, A 2nd Chance Bail Bonds and A 2nd Chance Monitoring

August 2, 2023 by John Ray

North Fulton Business Radio

Daniel Matalon, A 2nd Chance Bail Bonds and A 2nd Chance Monitoring

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North Fulton Business Radio, Episode 686)

Daniel Matalon, CEO of A 2nd Chance Bail Bonds and A 2nd Chance Monitoring, joined host John Ray to share his own personal journey to owning his two companies, overcoming stereotypes, why community involvement is so vital, the value of monitoring vs. incarceration, and much more.

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

A 2nd Chance Bail Bonds and A 2nd Chance Monitoring

At A 2nd Chance Bail Bonds, they believe everyone deserves a second chance. That’s the driving force behind every interaction they have with clients and their families as they prepare for criminal defense from home. A 2nd Chance’s incomparable approach and excellent service are what sets them apart and allows them to bring a unique dynamic to the bail bonding and electronic monitoring businesses.

Recognizing that relationships with the legal community are critical to their success, they consider it an honor to be an official sponsor of the Georgia Association of Criminal Defense Lawyers (GACDL), the Georgia Association of Women Lawyers (GAWL) and the Georgia Trial Lawyers Association (GTLA).

Website | LinkedIn | Facebook| YouTube

A 2nd Chance Bail Bonds and A 2nd Chance Monitoring

As the CEO of A 2nd Chance Bail Bonds and A 2nd Chance Monitoring, Daniel spends most of his time out of the office making connections in the community. In 2021, he was appointed to the Cobb County Neighborhood Safety Commission (NSC) where he provides safety education programs to improve the county’s overall safety.

Daniel strives to make a difference in the community by supporting local school supply and food drives, enhancing the community’s safety by offering informational programs, and supporting causes like the Jardine Spears Autism Foundation and the Wills Park Equestrian Foundation.

The A 2nd Chance mission is to bring a unique dynamic to the bail bonding and electronic monitoring businesses. Their incomparable approach and excellent service are what sets them apart in their industry. They provide clients a fast, reputable, memorable experience.

The professionals at A 2nd Chance help families through a challenging process when others won’t. After all, “Everyone Deserves a Second Chance.”

Questions and Topics in this Interview:

How did you end up in Atlanta in the bail and monitoring business?
Why is community involvement so important to you and the company?
How does it affect company culture and professionalism?
How has A2C expanded so quickly?
How is monitoring such a big positive for law enforcement and communities?

Care for Caregivers of Special Needs Children, with Stacy Georges, Special Needs Respite

July 31, 2023 by John Ray

North Fulton Business Radio

Care for Caregivers of Special Needs Children, with Stacy Georges, Special Needs Respite

00:00 /

North Fulton Business Radio, Episode 685)

Stacy Georges, Founder of Special Needs Respite, was the guest on this episode of North Fulton Business Radio discussing the care for caregivers that her nonprofit offers. She talked with host John Ray about the needs of caregivers who have children who need round-the-clock care. Stacy shared stories of families who have benefitted from having care so they can take a break, what happens when parents don’t get a break, adult special needs children, coming events, and more.

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

Special Needs Respite

Respite care is a form of short-term substitute care for children with special needs, be it mental, emotional, or physical, and is provided by someone other than parents or the usual 24/7 caretakers of the child. It gives parents a break from their exhausting job.

As a group, parents of special needs children are more stressed, and even more at risk for divorce, or worse. Also, according to ARCH National Respite network, three-fifths of family caregivers age 19-64 surveyed recently by the Commonwealth Fund reported fair or poor health, one or more chronic conditions, or a disability, compared with only one-third of non-caregivers.

Respite is something that parents of special needs children desperately need. Although programs in Georgia exist to help these parents, such as the NOW waiver, there is a very long waiting list and very little money available. Many families, as a result, don’t have funds available for such an essential service, putting a strain on them physically, emotionally, and financially.

Special Needs Respite helps bridge the existing funding gap that many parents have when trying to get childcare for their special needs child. They can provide funds that will pay qualified caregivers to care for these children when no other way to pay is available to the parents.

Website | LinkedIn | Facebook| Instagram

Stacy Georges, Founder, Special Needs Respite

Stacy Georges has been serving the disability community for 32 Years. The last 15 years have been focused on serving families here in Metro Atlanta. Even in a densely populated area such as Metro Atlanta, there are families isolated and decimated due to their children’s special needs. This results in loss if hope, and frequently ends in murder suicide. These are the families we can give hope.

Stacy holds a B. A. in Therapeutic Recreation from Purdue University. Becoming a parent was her real education with all its challenges, and especially interacting with parents who had even more challenges with children with special needs. Founder of YourRespite special needs child care, Stacy started Special Needs Respite to help meet the needs of even more parents of children living with special needs.

She is available for speaking engagements to churches and civic groups to further the community understanding of how to minister to Special Needs families.

Stacy and her husband, Tom, reside in Roswell, GA.

Questions and Topics in this Interview:

What is Respite?
Why is Respite important?
What happens when parents DON’T get Respite?
Shouldn’t my Taxes pay for this service?
How can we help?

Managing Change, with Teresa Caro, Liminist

July 26, 2023 by John Ray

North Fulton Business Radio

Managing Change, with Teresa Caro, Liminist

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North Fulton Business Radio, Episode 683)

Teresa Caro, Founder of Liminist, joined host John Ray to chat about her innovative approach to executive coaching that helps both executives and companies manage change. Teresa discussed how Liminist got started, defined the term “liminal state” and shared ways to navigate it, talked about the importance of perspective transformation, and much more.

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

Through executive coaching, Liminist seeks to create a world where having a transformative mindset is valued over all other skillsets. By embracing the liminal state, they empower leaders and service-based organizations to navigate change, foster innovation, and achieve success.

Their holistic approach to coaching addresses the operational aspects and also the human dynamics that drive success. From navigating complexities to unleashing the creative genius within, Liminist partners with you to create an agile, innovative, and high-performance culture.

Led by their Chief Liminist, Teresa Caro, along with hand-selected partners, they have a proven track record in driving results, fostering innovation, and building cohesive teams, making them a standout option in guiding organizations through change and unlocking your true potential.

Website | LinkedIn

Teresa Caro, Chief Liminist, Liminist

Teresa Caro Liminist — **Teresa Caro, Liminist**

As a seasoned marketing executive, Teresa Caro has helped many organizations navigate transitions and transformations and achieve lofty goals such as being acquired, exponentially increasing shareholder value, or transforming from a traditional organization to a digital one. Today, as Chief Liminist, strategic advisor, and executive coach, Teresa helps people and organizations master the “art of the pivot,” embrace change and achieve audacious goals.

If you would like to talk more about this podcast or coaching services for marketers, feel free to set up a time with Teresa on Calendly.

Questions and Topics in this Interview:

Can you share with us the story behind the creation of Liminist and how it has evolved to become a transformative force in the world of leadership coaching?
What is the essence of Liminist and why is perspective transformation so significant in driving organizational success?
In a recent LinkedIn article, you mention the power of a liminal state combined with a transformational mindset. Can you elaborate on how these two elements work together to unlock an organization’s true potential?
For visionary leaders who are seeking to navigate organizational change, what specific insights or strategies does Liminist offer to help them overcome challenges and drive innovation?
How does Liminist differentiate itself from other leadership coaching approaches in the industry? What sets it apart?
In your article, you mention the boundless creativity and growth potential that can be unlocked through perspective transformation. Can you provide some practical guidance or tips for leaders who want to tap into these qualities within their own organizations?
Finally, what is your vision for the future of Liminist? How do you see it continuing to make a positive impact in the realm of leadership coaching and organizational transformation?

Tax Strategy and Tax Credits, with Greg Silberman, S.J. Gorowitz Accounting & Tax Services

North Fulton Business Radio, Episode 692)

S.J. Gorowitz Accounting & Tax Services

Questions and Topics in this Interview:

Taking the Guesswork Out of Vitamins and Supplements, with Laurie Coello, Nutrishop Roswell

North Fulton Business Radio, Episode 691)

Questions and Topics in this Interview:

Pre-Retirement Planning for Business Owners, with Tony Van Gelder, Van Gelder Financial

North Fulton Business Radio, Episode 690)

Questions and Topics in this Interview:

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

North Fulton Business Radio, Episode 689)

Questions and Topics in this Interview:

Catering for Your Special Events, with Molly Holway and Matthew Bent, Three Sisters Catering

North Fulton Business Radio, Episode 688)

Matthew Bent, Executive Chef, Three Sisters Catering

Questions and Topics in this Interview:

Using Demand Generation to Scale Revenue, with Josh Sweeney, FounderScale

North Fulton Business Radio, Episode 687)

Questions and Topics in this Interview:

Daniel Matalon, A 2nd Chance Bail Bonds and A 2nd Chance Monitoring

North Fulton Business Radio, Episode 686)

A 2nd Chance Bail Bonds and A 2nd Chance Monitoring

A 2nd Chance Bail Bonds and A 2nd Chance Monitoring

Questions and Topics in this Interview:

Care for Caregivers of Special Needs Children, with Stacy Georges, Special Needs Respite

North Fulton Business Radio, Episode 685)

Special Needs Respite

Stacy Georges, Founder, Special Needs Respite

Questions and Topics in this Interview:

Managing Change, with Teresa Caro, Liminist

North Fulton Business Radio, Episode 683)

Teresa Caro, Chief Liminist, Liminist

Questions and Topics in this Interview:

Our Mission

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Tax Strategy and Tax Credits, with Greg Silberman, S.J. Gorowitz Accounting & Tax Services (North Fulton Business Radio, Episode 692)

S.J. Gorowitz Accounting & Tax Services

Gregory Silberman, Managing Director, S.J. Gorowitz Accounting & Tax Services

Questions and Topics in this Interview:

Taking the Guesswork Out of Vitamins and Supplements, with Laurie Coello, Nutrishop Roswell (North Fulton Business Radio, Episode 691)

Laurie Coello, Nutrishop Roswell

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Pre-Retirement Planning for Business Owners, with Tony Van Gelder, Van Gelder Financial (North Fulton Business Radio, Episode 690)

Van Gelder Financial

Tony Van Gelder, CFP, Owner, Van Gelder Financial

Questions and Topics in this Interview:

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

B2B CFO

Art Bottoms, Partner, B2B CFO

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Catering for Your Special Events, with Molly Holway and Matthew Bent, Three Sisters Catering (North Fulton Business Radio, Episode 688)

Three Sisters Catering

Molly Holway, Founder & CEO, Three Sisters Catering

Matthew Bent, Executive Chef, Three Sisters Catering

Questions and Topics in this Interview:

Using Demand Generation to Scale Revenue, with Josh Sweeney, FounderScale (North Fulton Business Radio, Episode 687)

FounderScale

Josh Sweeney, Founder & CEO, FounderScale

Questions and Topics in this Interview:

Daniel Matalon, A 2nd Chance Bail Bonds and A 2nd Chance Monitoring (North Fulton Business Radio, Episode 686)

A 2nd Chance Bail Bonds and A 2nd Chance Monitoring

Daniel Matalon, CEO, A 2nd Chance Bail Bonds and A 2nd Chance Monitoring

Questions and Topics in this Interview:

Care for Caregivers of Special Needs Children, with Stacy Georges, Special Needs Respite (North Fulton Business Radio, Episode 685)

Special Needs Respite

Stacy Georges, Founder, Special Needs Respite

Questions and Topics in this Interview:

Managing Change, with Teresa Caro, Liminist (North Fulton Business Radio, Episode 683)

Liminist

Teresa Caro, Chief Liminist, Liminist

Questions and Topics in this Interview:

Our Mission

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North Fulton Business Radio, Episode 692)

North Fulton Business Radio, Episode 691)

North Fulton Business Radio, Episode 690)

North Fulton Business Radio, Episode 689)

North Fulton Business Radio, Episode 688)

North Fulton Business Radio, Episode 687)

North Fulton Business Radio, Episode 686)

A 2nd Chance Bail Bonds and A 2nd Chance Monitoring

North Fulton Business Radio, Episode 685)

North Fulton Business Radio, Episode 683)