outsourced cfo Archives - Business RadioX ®

The Value of a Fractional CFO, with Lyle Newkirk, SeatonHill Partners

March 3, 2025 by John Ray

North Fulton Business Radio

The Value of a Fractional CFO, with Lyle Newkirk, SeatonHill Partners

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The Value of a Fractional CFO, with Lyle Newkirk, SeatonHill Partners (North Fulton Business Radio, Episode 850)

In this episode of North Fulton Business Radio hosted by John Ray, guest Lyle Newkirk from SeatonHill Partners discusses his extensive experience as a fractional CFO. Lyle explains the value of having a fractional executive for middle-market businesses, stressing the importance of preparation for mergers and acquisitions (M&A). Throughout the conversation, Lyle shares insights on various aspects of business finance, from operational improvements with AI to the importance of soft skills in connecting with business owners. The episode is filled with practical advice and real-world examples, showcasing the unique benefits of hiring a seasoned fractional CFO.

John Ray is the host of North Fulton Business Radio. The show is produced by John Ray and North Fulton Business Radio, LLC, an affiliate of Business RadioX®, and recorded inside Renasant Bank in Alpharetta.

Lyle Newkirk, CFO Partner, SeatonHill

Lyle Newkirk is a CFO partner with SeatonHill. 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.

Topics Discussed in this Episode

00:00 Introduction and Welcome to North Fulton Business Radio
02:00 Meet Lyle Newkirk: Veteran CFO
04:02 The Role and Importance of a Fractional CFO
05:53 Soft Skills and Business Connection
08:06 Fractional Executive vs. Full-Time Employee
10:32 Leveraging Experience and Network
14:52 Middle Market Focus
16:23 Shift in Business Optimism
17:57 Preparing for M&A Transactions
19:18 Importance of Early Preparation
20:49 Navigating the LOI Process
24:29 Impact of AI on Finance
26:30 Success Stories in Business
29:37 Contact Information and Closing Remarks

Renasant Bank supports North Fulton Business Radio

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has become one of the Southeast’s strongest financial institutions, with over $17 billion in assets and more than 180 banking, lending, wealth management, and financial services offices throughout the region. All of Renasant’s success stems from each banker’s commitment to investing in their communities as a way to better understand the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

About North Fulton Business Radio and host John Ray

With over 850 shows and having featured over 1,300 guests, North Fulton Business Radio is the longest-running podcast in the North Fulton area, covering business in our community like no one else. We are the undisputed “Voice of Business” in North Fulton!

The show invites a diverse range of business, non-profit, and community leaders to share their significant contributions to their market, community, and profession. There’s no discrimination based on company size, and there’s never any “pay to play.” North Fulton Business Radio supports and celebrates business by sharing positive business stories that traditional media ignore. Some media lean left. Some media lean right. We lean business.

**John Ray, North Fulton Business Radio, and Owner, Ray Business Advisors**

The studio address is 275 South Main Street, Alpharetta, GA 30009.

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, and many others.

John Ray also operates his own business advisory practice. John’s services include advising solopreneurs and small professional services firms on their value, their positioning and business development, and their pricing. His clients are professionals who are selling their expertise, such as consultants, coaches, attorneys, CPAs, accountants and bookkeepers, marketing professionals, and other professional services practitioners.

John is the national bestselling author of The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices.

The Role and Impact of a Fractional CFO, with Stan Alhadeff, Business CFO for Hire

March 3, 2025 by John Ray

North Fulton Business Radio

The Role and Impact of a Fractional CFO, with Stan Alhadeff, Business CFO for Hire

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The Role and Impact of a Fractional CFO, with Stan Alhadeff, Business CFO for Hire (North Fulton Business Radio, Episode 848)

In this episode of North Fulton Business Radio, host John Ray interviews Stan Alhadeff, an outside fractional CFO from Business CFO for Hire. Stan shares his journey from South Africa to the U.S. and how his personal circumstances led him to a career in financial management. He explains the concept of a fractional CFO, emphasizing the strategic and analytical support provided to businesses. Stan highlights the importance of communication and risk management in financial roles and shares success stories from his career, including turning around troubled companies. The episode also discusses the distinction between a CFO and a CPA, stressing the complementary nature of their roles.

Stan Alhadeff, Business CFO for Hire

Stan Alhadeff is a seasoned financial executive with over 30 years of international experience in financial and operational management. As a former corporate CFO, he has a proven track record of guiding companies through strategic growth, financial solvency, and successful exits. His expertise spans closely held companies, start-ups, nonprofit organizations (501(c)(3)), and public companies across diverse industries, including organizations with revenues exceeding $1 billion.

With 15+ years as a corporate CFO and 18 years as an outsourced/fractional CFO, Stan has played a pivotal role in leading four successful company exits. Known for his analytical, flexible, and creative problem-solving skills, he excels in business strategy development and financial leadership.

Stan’s academic credentials include degrees in Accounting, Auditing, and Taxation, along with two master’s degrees: an MAcc-equivalent (Accounting, Auditing, Taxation) and an MBA specializing in Corporate Strategy and Project Management. His depth of experience and strategic insight make him a trusted advisor to businesses seeking financial clarity and sustainable growth.

Website | LinkedIn

Topics Discussed in this Episode

00:00 Introduction and Welcome to North Fulton Business Radio
00:29 Guest Introduction: Stan Alhadeff
01:59 Stan’s Background and Journey
02:59 Understanding the Role of a Fractional CFO
04:41 Stan’s Career Path and Experiences
12:22 The Importance of Communication in Finance
16:11 Industry Specializations and Client Success Stories
28:52 Closing Remarks and Contact Information
29:36 Host’s Final Thoughts and Book Promotion

Renasant Bank supports North Fulton Business Radio

About North Fulton Business Radio and host John Ray

The studio address is 275 South Main Street, Alpharetta, GA 30009.

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, and many others.

John is the national bestselling author of The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices.

Gary Aldridge, Aldridge Valuation Advisors

September 17, 2021 by John Ray

Nashville Business Radio

Gary Aldridge, Aldridge Valuation Advisors

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Gary Aldridge, Aldridge Valuation Advisors (Nashville Business Radio, Episode 31)

Through business valuation and CFO advisory services, Gary Aldridge, owner of Aldridge Valuation Advisors, works with business owners to measure and then grow the value of their business. On this episode of Nashville Business Radio, Gary and host John Ray discussed what he looks for when valuing a business, how he advises clients to grow value, what business valuation should be an on-going exercise, and much more. Nashville Business Radio is produced virtually from the Nashville studio of Business RadioX®.

Aldridge Valuation Advisors

If you are seeking help to measure the value of a business or increase the value of an existing business, who better to contact than a professional who has successfully done both for 25 years?

What sets Gary Aldridge apart from others is the combination of measuring AND growing business value as well as his “real world, down in the trenches, roll up your shirt sleeves” experience as a CFO. This combination proves invaluable, and rare when advising clients.

Since 1993, Gary has been identifying needs to get a business owner moving in the right direction whether it’s a company earning $500,000 or $25 million in revenue.

To measure value, he prepares a business valuation for a specific purpose.
To grow value, he analyzes the current situation, prepares a plan of action, and executes that plan.

Company website | LinkedIn

Gary K. Aldridge, MBA, CPA, CVA, CFE, Owner, Aldridge Valuation Advisors

For over 25 years Gary Aldridge has served as CFO/Senior Financial Executive in privately held companies ranging from $500,000 to $25 million in revenue.
Businesses are much more than numbers on paper. They represent the aspirations and dreams of entrepreneurs and team members working to achieve something useful together. It’s the human factor that makes or breaks a business.

Gary is licensed as a Certified Public Accountant in Tennessee and Mississippi. He is also a licensed Certified Valuation Analyst through The National Association of Certified Valuators and Analysts (NACVA) and a Certified Fraud Examiner through the Association of Certified Fraud Examiners (ACFE). He is also a member of the American Institute of Certified Public Accountants (AICPA).

Gary moved to Nashville in 2016 and launched his business in 2017. Since then, he has provided services in six states. Aldridge Valuation Advisors (AVA) focuses on measuring and growing the value of businesses through business valuation and CFO advisory services.

Gary has an MBA from the University of Alabama.

Nashville Business Radio is hosted by John Ray and produced virtually from the Nashville studio of Business RadioX®. 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.

Be Proactive Not Reactive E63

July 22, 2021 by Karen

Phoenix Business Radio

Be Proactive Not Reactive E63

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Be Proactive Not Reactive E63

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Connect with Landon on LinkedIn.

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

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

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

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

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.

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.

Follow Fintrepid Solutions on LinkedIn and Instagram.

About the Show

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

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

Steve Fisher, B2B CFO

May 14, 2020 by John Ray

North Fulton Business Radio

Steve Fisher, B2B CFO

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Steve Fisher, B2B CFO (North Fulton Business Radio, Episode 234)

“I like to help business owners fall in love with their business again.” That’s Steve Fisher, B2B CFO, talking about how he installs systems and procedures which give business owners much more control over their business and peace of mind. The host of “North Fulton Business Radio” is John Ray and the show is produced virtually by the North Fulton studio of Business RadioX® in Alpharetta.

Steve Fisher, Partner, B2BCFO

Steve Fisher helps owners of privately-held businesses manage, grow and eventually transition from their companies. He worked for several decades as the CFO for a nationwide financial services company and guided it from start up to over $90 million in annual revenue before successfully executing the company’s sale. He now offers that expertise and skill to business owners who are ready for a more strategic approach to growing and managing their companies.

Steve has an extensive background in financial and service industries, franchise business models, business integration and managing explosive growth. Steve holds a bachelor of science in Industrial Engineering and Operations Research from Virginia Tech. He has held a Series 27, Series 7, and Series 63 license.

Find out more about Steve at his website or by email. His Cumming, GA office number is 404-931-4430.

North Fulton Business Radio” is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, 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 grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Charlie Jones, Marshall Jones & Co.

May 28, 2019 by John Ray

North Fulton Business Radio

Charlie Jones, Marshall Jones & Co.

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**Host John Ray and Charlie Jones, Marshall Jones**

Charlie Jones is the co-founder of Marshall Jones & Co. Marshall Jones is a 35-year-old Atlanta CPA firm with offices in Alpharetta and the Buckhead area of Atlanta. The firm has 20 professionals who specialize in serving privately owned businesses, nonprofit organizations, and high income or otherwise wealthy individuals. Their corporate clients are in the construction, nonprofit, real estate, professional services and distribution industries. Marshall Jones provides year end financial statement audits, reviews and compilation services. The firm’s tax department provides planning, consultation and tax return preparation services. The outsourced bookkeeping department provides all back office functions such as bill paying, payroll, bank reconciliation, and general ledger maintenance and financial statement preparation. The firm’s core values are integrity, technical competence, responsiveness and proactivity.

As Senior Partner, Charlie focuses on client relationships and business development. Charlie has performed peer reviews for other CPA firms since 1990 in 9 states. He performs reviews for firms with 5-50 professionals. He became a member of the Georgia Society of CPA’s Review Acceptance Board in early 2019. Charlie’s career has consisted of auditing, contract controllership, systems and other consulting. He ensures that the firm maintains the critical quality necessary to effectively serve our clients. He holds a strong knowledge in real estate, construction, technology, distribution, government, and non profit industries. Charlie has also lead many projects in Sarbanes Oxley internal control compliance for several public companies. In addition he has been a frequent lecturer and trainer in this and other audit related areas.

“North Fulton Business Radio” is broadcast from the North Fulton studio of Business RadioX®, located inside Renasant Bank in Alpharetta. Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with approximately $12.9 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Reinventing Yourself

September 3, 2015 by angishields

Midtown Business Radio

Reinventing Yourself

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Reinventing Yourself

On this week’s episode we continued our monthly series with IRC Wealth. CEO, Dave Ragland, and VP Business Development, Joe Schum, joined me in studio along with Debi Buckland, a certified therapist and professional coach. Our topic was reinventing yourself.

Many of us adults know the feeling of, “I need to make a change,” when it comes to thinking about one’s job. It’s hard to truly know what your true self is/wants when you’re graduating from high school and selecting an academic and professional path. That means that for a lot of us, we find ourselves wanting to transition to something else that will be more in line with our spirit and personal values.

With his background as a financial planner and wealth adviser, David talked about how important it is for individuals to consider their personal values and wants relating to their quality of life and standard of living when thinking about making changes that will affect their income. Clearly, leaving one’s job to pursue a dream, whether that’s a new career move or retirement will involve a measure of financial risk.

By sitting down with experts such as David when in the planning phase, risk can be mitigated by understanding obligations, getting a plan for debt elimination, potentially making changes in standard of living expenses, and developing a time line that will facilitate addressing these issues as well as allowing the individual to enjoy their new pursuits.

As a therapist who spends much time speaking with individuals who are wanting to make a change in their lives, she talked about how important it is to be moving toward something more than running away from something. We also discussed how important it is to talk to one’s partner about the changes they’re contemplating since they will also affect their life as well.

As we talked through the show, it was clear that all our experts agree–it can be a great thing for us to find The Thing that allows us to be more authentic, more who we really are. And it was also obvious that sitting down with an expert to craft a plan isn’t simply going to end in being told, “No, you shouldn’t do that.” With some diligence and some planning with qualified pros, you might find you can make that transition to the new you sooner (and more safely) than you think.

David Ragland, CEO/Founder, IRC Wealth

Joe Schum, VP Business Development, IRC Wealth

Debi Buckland, LMFT, LPC, CPCS

IRC Wealth 1

August 4, 2015 by angishields

Midtown Business Radio

IRC Wealth 1

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IRC Wealth and 3 Female Entrepreneurs

This week marked the first of a monthly series we’re running with the folks from IRC Wealth. Vice President of Business Development, Joe Schum, co-hosted the show with me. He introduced us to three highly-successful female entrepreneurs from the Atlanta area who, while accomplished in their own rights, are also clients of IRC Wealth.

Jodi Hersh founded Orange Star Design, a firm specializing in graphic and web design and social media content creation. For over 20 years, Jodi has worked with small businesses, Fortune 500 companies, indie artists, and even rock stars, helping them craft and improve their brands. Jodi has been providing her services to the IRC Wealth team for a number of years.

Sarah Huie Coleman, an Atlanta native, founded Huie Design, Inc. in 1996 after completing design and implementation of the “Look Of The Games” for the 1996 Atlanta Olympic Centennial Games for Copeland Hirthler / Iconologic.

Huie Design has been working with municipalities, architects, developers, and owners on public spaces to create entire signage and wayfinding systems that function effectively, entice interaction, and inspire joy. Feeling lost or confused when navigating is frustrating and stressful. Their work achieves project goals, puts patrons and visitors at ease, and makes a lasting impression. In fact, their quality of work and attention to customer service and detail has allowed the firm to grow, heavily through referral and repeat business.

Founded in 1999, Giant Studios offered filmmakers capabilities that simply cant be done anywhere else, from Gollum in Lord of the Rings to Avatar. With a home office in Atlanta, state-of-the art studio facilities in Los Angeles, and To Go capabilities around the world, Giant was the recognized leader in motion capture and virtual environments for even the most demanding film requirements.

Candice Algers joined us to talk about the genesis of Giant Studios and how they leveraged innovative technology to become a sought-after partner in some of the film and gaming industries’ most highly-acclaimed productions.

In 2014, Giant Studios, Inc. sold the rights to its performance capture technology for entertainment applications to Lightstorm Entertainment. The Giant R&D team will continue developing the software under the Lightstorm umbrella. Lightstorm will continue developing and leveraging the technology during the production of the next three Avatar sequels.

Giant was able to demonstrate the robustness of the technology over the past fifteen years on numerous films including, but not limited to: The Lord of the Rings Trilogy, The Polar Express, The Lion the Witch and The Wardrobe, Iron Man, Real Steel, Avatar, The Adventures of Tintin: The Secret Unicorn, and Jack the Giant Slayer. Video Game credits include many highly acclaimed titles such as Halo 4, Call of Duty 3, Devil May Cry, Fable II, and Jade Empire.

Special Guests:

Joe Schum, VP of Business Development, IRC Wealth