Phillip Williams Archives - Business RadioX ®

Phillip Williams, P&P Business Solutions

September 20, 2022 by John Ray

North Fulton Business Radio

Phillip Williams, P&P Business Solutions

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Phillip Williams, P&P Business Solutions (North Fulton Business Radio, Episode 523)

Because of his long banking career, Phillip Williams brings tremendous skills and insights through P&P Business Solutions to business owners seeking better profitability, access to capital, and a path to exiting their business successfully. In this interview with host John Ray, Phillip discussed the issues involved in getting a business ready for sale, how taxes and inflation might impact business owners over the next few years, the current market for business sales, and much more.

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

P&P Business Solutions

Established by Phillip Williams in 2015 to serve small business owners who are based in Metro Atlanta and St. Augustine, FL, P&P stands for Passion and Prosperity.

Generations of entrepreneurs like you have fueled the American Dream by their sheer passion to build businesses that, in turn, produced great prosperity.

Referrals from other professional service providers— including bankers, accountants, financial planners and attorneys —as well as satisfied customers fuel P&P Business Solutions. Yes, they champion entrepreneurial drive and enthusiasm, but countless examples from decades in banking prove that passion does not guarantee prosperity. Therefore, while helping you understand what your financials reveal about your company, P&P’s role is to uncover problems that are hindering your initiatives and to present opportunities that align with your goals.

Ultimately, their objective is to find viable solutions that enable you to be more profitable and stable, thereby fostering your prosperity.

Company website | LinkedIn

Phillip Williams, CEPA, President, P&P Business Solutions

Throughout his 30-year commercial banking career, Phillip focused on the success of his commercial clients by expertly dissecting their financials and prudently advising them. Committed to his fiduciary role, Phillip established P&P Business Solutions to serve as a trusted advisor. After a long commercial banking career, he had the opportunity to work with hundreds of businesses and witnessed firsthand the key drivers that made his clients successful, as well as helping them avoid mistakes. This invaluable experience has provided the backbone for him to help you improve your business results today.

Guided by a passion for helping others, Phillip has spent many hours volunteering within his community. With a heart for serving, Phillip will prioritize your best interests above all else.

Questions and Topics in the Interview:

When is a good time to sell my business?
Is now a good time to sell my business?
Why are business owners hesitant in selling their business?
What’s the difference between a “lifestyle” business vs an “enterprise” business?
Who would buy my business?

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 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.

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked-from-scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

James Connelly, Results Rehab, Lisa Sretenovic, Visionating, LLC, and Phillip Williams, P & P Business Solutions (Family Business Radio, Episode 18)

March 16, 2021 by John Ray

Family Business Radio

James Connelly, Results Rehab, Lisa Sretenovic, Visionating, LLC, and Phillip Williams, P & P Business Solutions (Family Business Radio, Episode 18)

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James Connelly, Results Rehab, Lisa Sretenovic, Visionating, LLC, and Phillip Williams, P & P Business Solutions (Family Business Radio, Episode 18)

Host Anthony Chen was joined by Lisa Sretenovic, Visionating, LLC, who discussed her advisory and tax work with business owners. James Connelly, Results Rehab, also joined the show to profile his physical therapy practice, and Phillip Williams, P&P Business Solutions, discussed how he helps family business owners in their transition and succession issues. “Family Business Radio” is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Dr. James Connelly, PT, DPT, OCS, Owner, Mobile Concierge Physical Therapist, Results Rehab

Results Rehab strives to provide top-quality physical therapy by utilizing evidence-informed practice and client values to best meet their needs.

James Connelly views his Mobile, Concierge Physical Therapy practice as a tool to serve his clients so that they can return to the life that they love and enjoy. He wants to give his clients the confidence to move freely, without fear of injury, to gain long-term success and happiness in their everyday lives.

Company website | LinkedIn

Lisa Sretenovic, CPA, CGMA, CITP, CAAS, Founder, Visionating, LLC

Visionating – [verb] act of continuously pursuing your business passion.

Lisa loves seeing professional practice owners with enough passion, drive, and belief in themselves to launch their own business. However, there are way too many of them flying by the seat of their pants, not knowing where their cash is going, and chasing after every sale, all while spending way too much time at the office.

She is on a mission to help these business owners understand they don’t have to give up their dream business. They can have a thriving company and spend time with their family. Not by getting better at their functional skills, but by focusing on three often neglected steps.

Sherlock Holmes is one of her favorite childhood heroes because he is known as a master of deduction and observation. Inspired by these skills, she takes pleasure in sleuthing through small businesses to optimize their costs and maximize their growth. Watching the mindset change of a practice owner go from defeated and burned out to joyful and inspired brings a smile to my soul. The thrill of deducing ways to ensure they have timely information is exhilarating. Having data allows her and her clients to collaborate efficiently, thus ensuring a positive, rapid change of direction. She hates seeing struggling owners, fatigued with the stress of money in their business, and lack of time with their loved ones, flounder by continuing to keep doing what they’ve always done. Lisa delights in explaining evidence to them because she knows how powerful the transformation will be.

Company website | LinkedIn

Phillip Williams, CEPA, President, P&P Business Solutions

**Phillip Williams, P and P Business Solutions**

P&P Business Solutions tackles the financial concerns that small businesses like yours face: Improving cash flow and profitability
Securing financing to fund capital projects
Generating working capital to fund business growth
Developing a successful exit strategy in preparation for retirement.

If wondering how you’d benefit from their guidance in navigating your finances, then simply contact P&P Business Solutions for a private consultation.

Company website | LinkedIn

Anthony Chen, Host of “Family Business Radio”

family owned craft breweries — **Anthony Chen**

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

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

The complete show archive of “Family Business Radio” can be found at familybusinessradioshow.com.

Phillip Williams, P&P Business Solutions

December 16, 2020 by John Ray

North Fulton Business Radio

Phillip Williams, P&P Business Solutions

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Phillip Williams, P&P Business Solutions (North Fulton Business Radio, Episode 313)

Phillip Williams of P&P Business Solutions joins host John Ray to discuss how he helps business clients as they work toward a successful transition or sale. Phillip also discussed the tight credit conditions which currently exist for small businesses. “North Fulton Business Radio” is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

Phillip Williams, President, P&P Business Solutions

Throughout his 30-year commercial banking career, Phillip Williams focused on the success of his commercial clients by expertly dissecting their financials and prudently advising them. Committed to his fiduciary role, Phillip established P&P Business Solutions to serve as a trusted advisor.

After a long commercial banking career, he had the opportunity to work with hundreds of businesses and witnessed firsthand the key drivers that made his clients successful, as well as to avoid their mistakes. This invaluable experience has provided the backbone for him to help you improve your business results today. Guided by a passion for helping others, Phillip has spent many hours volunteering within his community. With a heart for serving, Phillip will prioritize your best interests above all else.

P&P Business Solutions was founded by Phillip Williams in 2015 to serve small business owners who are based in Metro Atlanta and St. Augustine, FL. P&P stands for Passion and Prosperity. Generations of entrepreneurs like you have fueled the American Dream by their sheer passion to build businesses that, in turn, produced great prosperity

Company website

Connect with Phillip on LinkedIn

Questions/Topics Discussed in this Show

Cost of Capital vs Access to Capital
Lessons Learned from CovId19 as it relates to your business
Is now the right time to sell my business?
Business Owner Paradigm Shift: Life Style Business vs Enterprise Business
Tightening Credit Market – Does my bank still love me?

North Fulton Business Radio” is hosted by John Ray and 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 can be found on all the major podcast apps by searching “North Fulton Business Radio.”

Bryanna Davis with Saucehouse BBQ and Phillip Williams with McDermott Financial Solutions

May 15, 2018 by Mike

North Fulton Business Radio

Bryanna Davis with Saucehouse BBQ and Phillip Williams with McDermott Financial Solutions

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John Ray, Bryanna Davis, Phillip Williams, Mike Sammond

Bryanna Davis/Saucehouse BBQ

Saucehouse BBQ expanded to Atlanta from Athens in the Fall of 2017 and caters to the entire metro Atlanta area. Their catering packages are all inclusive with your choice of delicious smoked meats, homemade sides, bread, and nine different BBQ sauces. They can also include their famous sweet tea, homemade lemonade, or ice cold bottled water for any event.

Phillip Williams/McDermott Financial Solutions

McDermott Financial Solutions is your single source to help solve your financial needs by assisting business owners in navigating an ever-changing financial market to improve cash flow, establish working capital, and grow your business. They are seasoned financial experts with over 30 years experience in commercial banking, providing real life experience of the successes and failures to help business owners avoid the pitfalls of business ownership. The near collapse of the banking industry in 2009, combined with the increased regulatory compliance imposed on all banks, has made it difficult for business owners to obtain the necessary capital. Today’s business owners need a financial GPS, to help guide your business towards its growth goals.