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Jon Silverman, Wicker Smith

December 21, 2021 by John Ray

Wicker Smith
Business Beat
Jon Silverman, Wicker Smith
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Wicker Smith

Frazier & Deeter’s Business Beat: Jon Silverman, Wicker Smith

Jon Silverman, civil litigation attorney for Wicker Smith O’Hara McCoy & Ford, P.A, joined Business Beat to discuss the work that he does and share the news that Wicker Smith now has an Atlanta office. Jon spoke with host Roger Lusby on his work in civil litigation and insurance defense, the impact of the pandemic on the courts and mediation, and much more. Business Beat is presented by Alpharetta CPA firm Frazier & Deeter.

Wicker Smith

Wicker Smith O’Hara McCoy & Ford, P.A. is a full-service litigation law firm with 16 offices across 4 states and over 260 attorneys.  It was established in 1952 and is a founding member of the prestigious USLAW NETWORK, an elite, international affiliation of more than 60 AV-rated, independent law firms.

Company website | LinkedIn

Jon Silverman, Attorney, Wicker Smith O’Hara McCoy & Ford

Jon Silverman, Attorney, Wicker Smith O’Hara McCoy & Ford

Jonathan Silverman is an associate in Wicker Smith’s Atlanta office, where he focuses his practice on civil litigation related to general negligence, premises liability, negligent security, medical malpractice, automobile negligence, and wrongful death defense.

Before returning to Wicker Smith in 2021, Mr. Silverman was a partner at a national defense firm in Atlanta, where he focused his practice on civil litigation and insurance defense.  Prior to that, he worked in Wicker Smith’s Naples, Florida office and focused his practice on civil litigation and insurance defense.  He began his legal career as an Assistant Public Defender at the Office of the Public Defender, 20th Judicial Circuit, in Fort Myers, Florida, where he handled a high volume of cases ranging from simple misdemeanors to punishable by life felonies, gaining invaluable jury trial experience along the way.

Mr. Silverman earned his Juris Doctor from Nova Southeastern University in Fort Lauderdale, Florida in 2011.  Prior to that, he attended the University of Miami in Coral Gables, Florida where he earned a Bachelor of Arts degree in History and Political Science in 2006 and a Master of Arts in Liberal Studies in 2007.  While in law school, he was a member of the Moot Court Society and Nova Trial Association, and he also completed two internships for the Miami-Dade Public Defender’s Office.

Mr. Silverman is admitted to practice in Georgia and Florida.

LinkedIn

 

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter
Roger Lusby, Partner in Charge of the Alpharetta office of Frazier & Deeter

Roger Lusby, host of Frazier & Deeter’s Business Beat, is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology, and service companies.

You can find Frazier & Deeter on social media:

LinkedIn | Facebook | Twitter

An episode archive of Frazier & Deeter’s Business Beat can be found here.

 

Tagged With: Business Beat, civil litigator, Frazier & Deeter's Business Beat, Frazier Deeter, insurance defense, Jon Silverman, litigation, Roger Lusby, Wicker Smith

Allison Jarrell, Metro Music Makers

November 23, 2021 by John Ray

Metro Music Makers
Business Beat
Allison Jarrell, Metro Music Makers
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Metro Music Makers

Frazier & Deeter’s Business Beat: Allison Jarrell, Metro Music Makers

On this episode of Frazier & Deeter’s Business Beat, Founder and CEO of Metro Music Makers Allison Jarrell discussed her firm’s work in music education and music therapy. They offer students many instruction options from a wide variety of instrument lessons, sound production, both online and in-person instruction, as well as music therapy for children and memory care patients. Joining Roger Lusby and Donna Beatty, Allison shared her entrepreneurial journey, success stories, and much more. Business Beat is presented by Alpharetta CPA firm Frazier & Deeter.

Metro Music Makers

Since beginning with a focus on in-home private instruction, Metro Music Makers has expanded to offer our services online all over the country, and to schools and healthcare providers as well. Their team of trained, dedicated, and passionate teachers have all received extensive training in teaching online and in-person, and they bring their passion for music and education into homes and lives everywhere.

MMM’s mission is to extend the benefits of musical ability to people of all ages and abilities through superior music instruction and therapy. Their students can study virtually any instrument, and they offer multiple performance opportunities throughout the year, including traditional recitals, festivals, and community events, as well as virtual recitals and showcases for our online students.

They believe that music is for everyone and that any individual is capable of learning how to play an instrument regardless of age, gender, skill level, disability, and ethnic background. To ensure that they uphold the highest standards in music education, they provide a professional development program for their instructors to cover topics related to music and the fine arts, teaching music, learning styles, child development, online teaching, and business basics for professional musicians.

Company website | Facebook | LinkedIn

Allison Jarrell, Founder and CEO, Metro Music Makers

Allison Jarrell, Founder and CEO, Metro Music Makers

Allison Jarrell founded Metro Music Makers as a private Atlanta-based music studio offering in-home music lessons. She has been teaching since 1992 (sometimes as many as 78 students per week herself), with students ranging from 3 years of age to senior citizens, and those with special needs. In addition to overseeing a variety of instructors in the Metro Music Makers family, she is a board-certified Music Therapist licensed in the State of Georgia. Allison’s music therapy experience includes working in special needs classes, in private behavioral therapy and research with children diagnosed with autism, in music therapy and research with neonates, as a music therapist at a drug and alcohol rehab for teens, and as a music therapist in mental health settings working with adults diagnosed with a range of disorders including schizophrenia, PTSD, depression, bipolar disorder, anxiety, and dissociative disorders.

Originally from Easley, South Carolina, Allison attended the Greenville Fine Arts Center, and earned her Bachelor of Music in Music Therapy from Florida State University (cum laude). She also served a six-month internship at San Antonio State Hospital (a mental health institution). Allison pursued a career as a singer/songwriter after college, recording three EPs and one full-length album. While touring, she was hired by Mars Music, Inc. to implement the Babies Make Music program in the metro Atlanta area.

In addition, Allison was a finalist in the Greenville Symphony Orchestra Russian Music Festival Piano Competition in 1990 and a semifinalist in the Young Keyboard Artists Association International Piano Competition in 1990. She toured with the band Life As Mary from 2000-2003, including an exciting showcase with A & R exposure at the 2002 Atlanta Music Conference.

Allison’s flexibility working in diverse positions and environments gave her the training needed to begin Metro Music Makers in 2002. As parents learned about her music therapy background, she began to get requests for adaptive lessons for students who might not otherwise find success in traditional lessons.

Allison is currently a member of the National Guild of Piano Teachers, the Music Teachers National Association, the Georgia Music Teachers Association, the North Fulton Music Teachers Association, and the Music Therapy Association of Georgia. Additionally, Allison serves as a judge for events sponsored by the National Guild of Piano Teachers and the Georgia Federation of Music Clubs.

Allison’s students have achieved many honors over the years. She has seen over 225 of her students make top marks in the National Piano Guild Auditions and National Federation of Music Clubs Festival since 2003.

Allison believes that the process of learning how to play a musical instrument and learning how to create music relates to everything else that we accomplish in life. “We are teaching the future leaders and innovators of tomorrow,” she says. “As a teacher, when I really think about that and about the influence that lessons may have in my students’ lives, I’m overwhelmed with gratitude for the opportunity to work one-on-one with young people over the course of many years.”

In fact, now that Allison has been teaching for a number of years, her favorite times are catching up with prior students over lunch or coffee. “It’s exciting to see what my former students do with their lives as they grow into adulthood,” she says.

Allison also was a one-time snake handler (a long story involving removing a baby snake from her house that turned out to be a copperhead!) and a one-time opera singer, (I Pagliacci) in 1991). She and her husband David have an adorable young son, Elliott, who began music classes at the age of six months. Elliott loves strumming the family’s guitars and playing the piano keys.

LinkedIn

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter
Roger Lusby, Partner in Charge of the Alpharetta office of Frazier & Deeter

Roger Lusby, host of Frazier & Deeter’s Business Beat, is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology, and service companies.

You can find Frazier & Deeter on social media:

LinkedIn | Facebook | Twitter

An episode archive of Frazier & Deeter’s Business Beat can be found here.

 

Tagged With: Allison Jarrell, Business Beat, Donna Beatty, Frazier and Deeter, Inspire Together, Metro Music Makers, MMM, music classes for young children, music education, music instruction, music therapy, Roger Lusby

Craig Harrison and Kevin Van Horn, HVH Mechanical Partners

October 20, 2021 by John Ray

HVH Mechanical
Business Beat
Craig Harrison and Kevin Van Horn, HVH Mechanical Partners
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HVH Mechanical

Frazier & Deeter’s Business Beat: Craig Harrison and Kevin Van Horn, HVH Mechanical Partners

Craig Harrison and Kevin Van Horn, Co-founders of HVH Mechanical, grew up in the business, starting out in trade school and apprenticeships, with an eye to starting their own business. Once they did that six years ago, they’ve not looked back, and they shared their inspiring story with host Roger Lusby on this edition of Business Beat. Craig and Kevin covered why they’ve grown so rapidly, how their field experience helps them manage the business today, why mechanical trades present such a wonderful opportunity for young people today, and much more. Business Beat is presented by Alpharetta CPA firm Frazier & Deeter.

HVH Mechanical Partners

HVH Mechanical Partners is leading the next generation of mechanical contractors in the Greater Atlanta Area.HVH Mechanical

The company and field team was formed by lead technicians and managers with years of experience from some of Atlanta’s top mechanical contractors. Their team has the ability to tackle small service jobs as well as large central plant turn-key retrofit projects made possible by having Atlanta’s top highly trained technicians, managers, and relationships with highly experienced subcontractors and vendors.

They primarily offer services to high-end commercial and industrial accounts, including pharmaceutical facilities, research labs, data centers, hospitals and healthcare, colleges, high-end luxury hotels, heavy industrial, and Class A office buildings. HVH Mechanical offers very responsive quote times, prompt service, and direct contact with the company’s executive team.

They service all manufacturer’s equipment with factory-certified technicians from chillers, cooling towers, VRF Systems, piping, Med Gas, stainless work, pumps, AHUs, WSHP’s, refrigeration, etc. They also offer full-service plumbing from hot and cold water jetting, cameras and locators, service on lift and booster pump stations.

Company website | LinkedIn | Facebook

Craig Harrison, Co-Founder and CEO, HVH Mechanical Partners

Craig Harrison, Co-Founder and CEO, HVH Mechanical Partners, LLC

Craig Harrison began his career in the mechanical industry just out of high school by attending HVAC-R training in technical school. He attended MTI while working for one of Atlanta’s leading mechanical contractors.

While in the field Craig focused on the following:

  • Chiller Install, maintenance, Repair, Overhaul
  • Managing Base building contracts for Atlanta’s Prestigious Clientele
  • Assisting with new construction startup issues
  • Providing solutions to customers’ concerns after new projects have been delivered to the end-user.

His focal point was chillers and assisting the company with start-up issues when a building was turned over to customers, resolving customer issues, and managing large base building contracts to high-end clients in the downtown Atlanta area. Refrigeration consultant for Innovative Air Technologies throughout the country on large desiccant dehumidifier projects, he assisted in designing systems to run with low ambient conditions while maintaining below-freezing dry air.

Craig has served as a refrigeration consultant designing systems that deliver subfreezing discharge air for the purpose of dehumidification in industrial arenas throughout the country.

LinkedIn

Kevin Van Horn, Co-Founder and President, HVH Mechanical Partners

Kevin Van Horn, Co-Founder and President, HVH Mechanical Partners, LLC

Kevin began his career in the plumbing industry at a very early age. He can vividly remember long, hot days working for his dad’s plumbing company on his high school summer breaks. He often credits this chapter of his life with developing a lifelong passion for working with his hands. When he graduated high school, Kevin knew that four years at a university did not suit his personality. Knowing that he needed a career and not just a job, he joined Local 72 as a plumbing apprentice.

After working on construction sites with pipefitters and welders, he developed an interest in pipe welding and rigging. After long consideration, he decided to concentrate on hydronic heating and cooling systems and move away from domestic water and sanitary systems.

Using his past work experience and achievements, he was able to move into the mechanical service industry. It was here that he gained extensive knowledge in the operation of mechanical equipment and how to troubleshoot and repair this equipment.

Once he reached his goal of learning everything in this industry, from install to service, it was time for him to start on his lifelong goal of business ownership. This led to the birth of HVH Mechanical Partners.

At HVH Mechanical Partners, Kevin meets with customers to discuss solutions to the concerns they have with their building’s mechanical and plumbing systems. He interacts with suppliers and vendors to ensure HVH can service its customers efficiently and economically. He works with the office and field teams to ensure that customer service is the highest priority.

LinkedIn

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter
Roger Lusby, Partner in Charge of the Alpharetta office of Frazier & Deeter

Roger Lusby, host of Frazier & Deeter’s Business Beat, is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology, and service companies.

You can find Frazier & Deeter on social media:

LinkedIn | Facebook | Twitter

An episode archive of Frazier & Deeter’s Business Beat can be found here.

 

Tagged With: Alpharetta CPA firm, Craig Harrison, Frazier & Deeter's Business Beat, Frazier Deeter, HVH Mechanical, Kevin Van Horn, mechanical contractors, Roger Lusby

John Herbert, Herbert Legal Group

September 21, 2021 by John Ray

Business Beat
Business Beat
John Herbert, Herbert Legal Group
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Herbert Legal Group

Frazier & Deeter’s Business Beat:  John Herbert, Herbert Legal Group

John Herbert of Herbert Legal Group joined this edition of Business Beat with host Roger Lusby to discuss his legal and strategic advisory practice, both domestic and international. John shared what he sees with commercial real estate activity in North Fulton, his work on various investment projects in Africa, assisting international investors in buying U.S. real estate, and much more. Business Beat is presented by Alpharetta CPA firm Frazier & Deeter.

Herbert Legal Group

From the smallest start-up to the industry giant, legal solutions are no longer a luxury. Whether it is that one incident that requires intense legal representation or simply issues that arise naturally in the day-to-day business context, companies need a law firm that is on their side.Herbert Legal Group

Herbert Legal Group wants to be an integral member of your business team. Nothing splits up a team more than that unexplained, surprise invoice for services clients were not expecting, did not approve of, or did not understand. Time-based billing creates a wall of separation between team members which can hamper even the best working relationship. So Herbert Legal Group delivers solutions, not minutes.

Company website | LinkedIn

John Herbert, Principal, Herbert Legal Group

John Herbert, Principal, Herbert Legal Group

John Herbert has been practicing law since 1994. In 2013 he decided to transform my practice and the way legal services are delivered to small and medium-sized businesses.

He realized that he was missing out on opportunities because people were afraid to call out of fear that the clock would be running, and they would be hit with a huge bill for his time. At the same time, companies were missing critical legal services out of fear.

Herbert Legal Group’s biggest competition is not other law firms. Their biggest competition is business owners doing nothing. Herbert Legal will take that call. They will take that meeting. If they cannot offer you a solution during that time, then that time is on them. At least you will trust them enough to call them next time.

They are business owners just like you and understand the opportunities and challenges of building something lasting and important. HLG cannot commit to open-ended invoicing from their service providers either. They measure their resources and employ them in a way that creates value for the clients first and the company second. Sound familiar? They treat you the way you want to be treated.

LinkedIn

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter
Roger Lusby, Partner in Charge of the Alpharetta office of Frazier & Deeter

Roger Lusby, host of Frazier & Deeter’s Business Beat, is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology, and service companies.

You can find Frazier & Deeter on social media:

LinkedIn | Facebook | Twitter

An episode archive of Frazier & Deeter’s Business Beat can be found here.

 

Tagged With: Africa, business attorney, commercial real estate, commercial real estate investing, economic development africa, foreign investment in the U.S., foreign investors, Frazier & Deeter's Business Beat, Frazier and Deeter, Herbert Legal Group, investing in Africa, John Herbert, Roger Lusby

Dee Barnes, Evans Tool & Die, Inc. and Evans Metal Stamping, Inc.

August 18, 2021 by John Ray

Evans Tool & Dye
Business Beat
Dee Barnes, Evans Tool & Die, Inc. and Evans Metal Stamping, Inc.
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Evans Tool & Dye

Frazier & Deeter’s Business Beat: Dee Barnes, Evans Tool & Die, Inc. and Evans Metal Stamping, Inc.

Dee Barnes, CEO of Evans Tool & Die, Inc. and Evans Metal Stamping, Inc., joined this edition of “Business Beat” with host Roger Lusby and special guest David Deeter, Frazier & Deeter Co-Founder. Dee discussed the evolution of the family-run business, the effective planning Frazier & Deeter advised on, recent shifts in production due to the pandemic, planning for the next generation, and much more. Business Beat is presented by Alpharetta CPA firm Frazier & Deeter.

Evans Tool & Die, Inc. and Evans Metal Stamping, Inc.

Evans is a one-stop metal manufacturer that reduces supply chain risk for OEMs.

Seventy years ago, in 1948, Leonard L. Evans, Jr. established Evans Tool & Die, Inc. in Decatur, Georgia. Leonard and his wife Mary Alice Evans had four children: Len III, Dale, Craig, and Fran. Leonard and Mary Alice were both tool & die makers who began their first shop in their daughter’s playhouse. As the business grew, with much hard work and dedication, it expanded to later incorporate Evans Metal Stamping, Inc.

The second generation of the Evans family that would lead to their success through the next years included Len III, Craig and son-in-law Ray Duensing. The company has expanded several times at its Conyers location which now boasts 200,000 square feet of manufacturing space with a full-service tool & die shop and over 67 punch presses. The company is now in its third generation of leadership with Dee Barnes, granddaughter of Leonard Evans, as President and CEO. Leonard and Mary Alice Evans, as well as Craig Evans, passed away in 2013, 2011, and 2010, respectively. The legacy that they began lives on. While Evans Tool & Die and Metal Stamping has grown in size and influence, our values, inspired by Leonard and Mary Alice Evans, remain the same – Integrity, Accountability, Excellence, and Generosity.

Company website | LinkedIn | Facebook

Dee Barnes, President/CEO, Evans Tool & Die, Inc./Evans Metal Stamping, Inc.

Evans Tool & Dye
Dee Barnes, President & CEO, Evans Tool & Die, Inc./Evans Metal Stamping, Inc

Deanne “Dee” Barnes has served as Chief Executive Officer and President of Evans Tool & Die/Evans Metal Stamping, Inc. since 2011. Dee is the granddaughter of company founder, Leonard Evans, Jr., and represents the company’s third generation of family leadership. A seasoned industry leader, she is the driving force behind Evan’s ongoing commitment to “Made in the USA” manufacturing and delivering the highest caliber of customer service.

After attending Georgia College and State University, Dee has contributed in every aspect of the company for more than 30 years. Now as CEO, she continues the family legacy as an example of prosperous domestic manufacturing since 1948.

LinkedIn

David Deeter, CPA, Founder & Tax Partner,  Frazier & Deeter

David Deeter, CPA, Founder & Tax Partner,  Frazier & Deeter

As a co-founder of Frazier & Deeter, David Deeter has a major role in facilitating the growth of the firm. From 2001-2009, during his term as Managing Partner, the firm experienced an average growth of 20% annually and became a Top 100 Firm in the U.S. In a recent survey conducted by Inside Public Accounting, David was recognized by his peers as one of the 5 most admired leaders in U.S. accounting firms.

Most of David’s work centers around income tax and financial planning. He is advisor to many of Atlanta’s leading families. He has extensive experience with companies in the real estate, entertainment, finance, manufacturing, services and non-profit industries.

LinkedIn

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter
Roger Lusby, Partner in Charge of the Alpharetta office of Frazier & Deeter

Roger Lusby, host of Frazier & Deeter’s Business Beat, is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology, and service companies.

You can find Frazier & Deeter on social media:

LinkedIn | Facebook | Twitter

An episode archive of Frazier & Deeter’s Business Beat can be found here.

 

Tagged With: Business Beat, David Deeter, Dee Barnes, Evans Metal Stamping, Evans Tool & Die, Frazier Deeter, Manufacturing, metal fabrication, Roger Lusby, tool & die maker

Dr. Nicholas Alley and Hilary Beeston, Area-I

July 21, 2021 by John Ray

Area-I
Business Beat
Dr. Nicholas Alley and Hilary Beeston, Area-I
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Area-I

Frazier & Deeter’s Business Beat: Dr. Nicholas Alley and Hilary Beeston, Area-I

Dr. Nicholas Alley and Hilary Beeston, Co-Founders of Area-I, joined Frazier & Deeter’s Roger Lusby and Donna Beatty to discuss the keys to their successful work in Unmanned Aerial Systems (UAS). Nick and Hilary shared their backgrounds, how Area-I got started, challenges of working with the federal government, why UAS are so important, how they’ve created an attractive working environment for their team, and much more.  Business Beat is presented by Alpharetta CPA firm Frazier & Deeter.

Area-I

Founded in 2009, Area-I has spent over a decade developing a unique and innovative aerospace company that delivers tangible results, while providing a fun and creative environment for our employees to thrive.

Area-I, Inc. is a metro-Atlanta-based Aerospace company dedicated to the development of state-of-the-art Unmanned Aircraft Systems (UAS). They specialize in the design, prototyping, optimization, integration, flight controls, and flight testing of unmanned systems from initial concept to demonstration. Area-I is quickly becoming known for the go-to source of Tube-Launched, Tube-Stored aircraft, such as its ALTIUS platform. ALTIUS offers unrivaled endurance and payload capacity in its size class. Some of Area-I’s current customers include the U.S. Air Force, SOCOM, U.S. Navy, U.S. Army, and NASA.

Company website | LinkedIn

Dr. Nicholas Alley, CEO, and Hilary Beeston, CFO, Area-I

Area-I
Hilary Beeston, CFO, and Nick Alley, CEO, Cofounders, Area-I

Dr. Nicholas Alley and Hilary Beeston cofounded Area-I in 2009.  Hilary took on the role of CFO and her work has been key to navigating Area-I’s business with the federal government.

Dr. Nicholas Alley received his Ph.D. in Mechanical Engineering with an emphasis in fluids and flight mechanics from Utah State University in 2006. Studying under Dr. Warren Phillips, he gained a background in aerodynamics and flight mechanics. While at USU, Dr. Alley was involved in the design and construction of five unmanned aircraft and was the chief engineer and faculty advisor for the student-designed USU Wright Flyer, which successfully flew at venues all over the nation in celebration of the centennial of flight.

After graduation, he spent a year at the Idaho National Laboratory (INL) where he developed and deployed unmanned aerial vehicles to aid in the protection of INL’s nuclear facilities. In the fall of 2007, he took a research faculty position in the Aerospace Engineering department at the Georgia Institute of Technology where he was the instructor for the unmanned aircraft design class and the faculty advisor for Georgia Tech’s AIAA design-build-fly student teams.

Dr. Alley left Georgia Tech in January of 2009 and founded Area-I, Inc., an aerospace technology firm in the Atlanta area that specializes in the development of unmanned aircraft systems (UAS). Since 2009, Area-I has grown to over 100 personnel, received nearly $100 million in government and private contracts, and is actively engaged in developing UAS, and UAS-related technologies for the Air Force, Navy, Army, and NASA.

At Area-I, Dr. Alley continued his tradition of aircraft design by utilizing his software tools, which can quickly and accurately predict aircraft performance, to lay the framework for a company that has since established a reputation for designing highly engineered, mission-specific unmanned aircraft. Area-I is currently leading the development and testing of new unmanned aircraft for the Air Force, Army, and Navy as well the autonomy that allows those aircraft to carry out highly specialized missions with minimal operator oversight. Area-I’s primary platform, ALTIUS, is a high-endurance fixed-wing aircraft that folds up such that it fits into a specialized launch tube. ALTIUS is then carried aloft, launched, and controlled from a mothership, such as the AC-130 gunship, the UH-60 Blackhawk, or the NOAA P-3 hurricane hunter.

LinkedIn

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter
Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter

Roger Lusby, host of Frazier & Deeter’s Business Beat, is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology, and service companies.

You can find Frazier & Deeter on social media:

LinkedIn | Facebook | Twitter

An episode archive of Frazier & Deeter’s Business Beat can be found here.

 

Tagged With: aerospace, Aerospace and defense, aircraft design, Area-I, Donna Beatty, Frazier & Deeter's Business Beat, Frazier and Deeter, Nicholas Alley, Roger Lusby, UAS, Umanned aerial systems, unmanned aircraft

Frazier & Deeter’s Business Beat: Jackie Cannizzo, C5 Georgia Youth Foundation

June 15, 2021 by John Ray

C5 Georgia Youth Foundation
Business Beat
Frazier & Deeter's Business Beat: Jackie Cannizzo, C5 Georgia Youth Foundation
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C5 Georgia Youth Foundation

Frazier & Deeter’s Business Beat: Jackie Cannizzo, C5 Georgia Youth Foundation

C5 Georgia Youth Foundation aims to open windows of opportunity for high promise teens who come from under-resourced communities. Executive Director Jackie Cannizzo joined Business Beat to share the success stories of the leadership camps they operate for underserved youth. Host Roger Lusby was also joined by Donna Beatty, CPA, a Partner with Frazier & Deeter who also serves as Board Chair of C5 Georgia. Business Beat is presented by Alpharetta CPA firm Frazier & Deeter.

C5 Georgia Youth Foundation

C5 Georgia is a 5-year leadership development program designed by PhDs and youth development experts to serve under-resourced middle and high school youth.

C5’s mission is to change the odds of success for high potential teens from under-resourced communities by inspiring them to pursue personal success while preparing them for leadership roles in college, work, and their communities.

Their curriculum centers on experiential learning activities that empower youth to develop life skills and become C5 Leaders.

C5 offers year-round programming in Leadership, College and Career Readiness, Community Service, and Social Awareness.

Company website | LinkedIn

Jackie Cannizzo, Executive Director, C5 Georgia Youth Foundation

C5 Georgia Youth Foundation
Jackie Cannizzo, Executive Director, C5 Georgia Youth Foundation

In 2017, Jackie Cannizzo became executive director of C5 Georgia Youth Foundation, a nonprofit dedicated to empowering teens from under-resourced communities. Jackie specializes in nonprofit management, event planning, business development, sports marketing, new business, leadership development, fundraising, activation, and the game of golf.

Other projects include the launch of Dare to Golf, a program dedicated to helping women in business use golf to advance their careers, and helping PGA Junior League Golf go national.

Jackie is also the Founder and President of the Esther Cannizzo Junior Golf Foundation and is a board member of Purple Heart Homes Metro Atlanta.

LinkedIn

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter
Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter

Roger Lusby, host of Frazier & Deeter’s Business Beat, is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology, and service companies.

You can find Frazier & Deeter on social media:

LinkedIn | Facebook | Twitter

An episode archive of Frazier & Deeter’s Business Beat can be found here.

 

Tagged With: C5 Georgia Youth Foundation, Donna Beatty, Frazier and Deeter, Jackie Cannizzo, leadership skills, Roger Lusby, under-resourced communities, youth leadership

Frazier & Deeter’s Business Beat: Jeffrey Smith and Dan Dunn, OneDirect Health Network, T-Rex Rehab and Restore Metabolix

May 20, 2021 by John Ray

OneDirect Health Network
Business Beat
Frazier & Deeter's Business Beat: Jeffrey Smith and Dan Dunn, OneDirect Health Network, T-Rex Rehab and Restore Metabolix
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Restore MetabolixFrazier & Deeter’s Business Beat: Jeffrey Smith and Dan Dunn, OneDirect Health Network, T-Rex Rehab and Restore Metabolix

Entrepreneur Jeff Smith has a goal to change sick care to health care through his three companies: OneDirect Health Network, T-REX Rehab, and Restore Metabolix. He and CFO Dan Dunn joined host Roger Lusby on Business Beat, presented by Alpharetta CPA firm Frazier & Deeter.

Jeffrey Smith, CEO, OneDirect Health Network

Jeff founded Amendia, Inc., in 2008, a leading provider of innovative, minimally invasive spinal surgical instruments and implants. From that experience, he learned that after surgery there is a definite gap in recovery and compliance if the patient does not have adequate support with physical therapy.

In 2014, Jeff founded OneDirect Network to provide post-operative care to veterans and workers comp patients. They take the T-REX rehab machines into the home to provide physical therapy to improve recovery and compliance.

With a desire to shift the focus to wellness care from sick care, he also founded Restore Metabolix to address preventative maintenance for individuals with insulin resistance.

Jeff is formerly a banker with Synovus Financial Corporation and is an entrepreneur at heart.

OneDirect Health Network

OneDirect Health Network is a company based on the pursuit of improving medical care and the patient experience by creating relationships between alternative healthcare companies. We are working in synergy with Strategic Partners to accomplish:

  • Reducing Healthcare Costs
  • Growing Physician Practices & Opportunities
  • Advancing Efficiency and Profitability

From inception to distribution, OneDirect Health Network works with companies to establish meaningful relationships between partners to effectively create change and increase efficiency within the medical industry.

Company website

T-REX REHAB

Total Range Exerciser system offers breakthrough technology for patients in need of physical therapy. T-Rex works by emulating the high intensity stretching applied by physical therapists. This stretching elongates and breaks down scar tissue, allowing for a greater range of motion to be achieved in a shorter amount of time.

T-Rex is delivered and set up in patients’ homes by a trained technician. The system monitors patient progress and compliance and it has stop guards and pain scales to keep patients safe.

With repeated high-intensity stretches, T-REX knee and shoulder units get results and achieve plastic deformation of scar tissue.

T-REX is now available with a Smart tablet allowing for all sorts of new capabilities. Their Smart Technology helps improve transparency and compliance through remote monitoring and gives physicians the option to video chat with their patients. It is also HIPAA compliant.

Company website

Restore Metabolix

RestorMetabolix is a Physician-Directed Physiologic Insulin Resensitization therapy that provides a unique patented approach. Insulin is administered in an infusion that bio identically mimics insulin’s release as a hormone rather than a drug and targets the primary cause of diabetes: metabolic failure.

By utilizing insulin in a manner that bio-mimics normal physiology, the RestorMetabolix treatment is able to reduce insulin resistance which helps blood sugar more readily enter each cell and be converted into energy. Increasing cellular energy allows damaged tissues and organs to grow, repair, and regenerate. Thus, the RestorMetabolix approach not only stabilizes but in many instances has reversed complications of diabetes and other metabolic disorders.

The goal of this treatment program is to restore the natural communication between the pancreas and the liver, which ultimately helps patients find long-term relief from years of living with diabetes.

Company website

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter
Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter

Roger Lusby, host of Frazier & Deeter’s “Business Beat,” is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology and service companies.

You can find Frazier & Deeter on social media:

LinkedIn  | Facebook | Twitter

An episode archive of Frazier & Deeter’s “Business Beat” can be found here.

 

Tagged With: Dan Dunn, Frazier Deeter, Jeff Smith, onedirect health network, restore metabolix, Roger Lusby, Roger Lusby CPA, Total Range Exerciser

Frazier & Deeter’s Business Beat: John Marsh, The Bristol Group

April 21, 2021 by John Ray

John Marsh, The Bristol Group
Business Beat
Frazier & Deeter's Business Beat: John Marsh, The Bristol Group
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John Marsh, The Bristol Group
John Marsh, The Bristol Group, and Roger Lusby, Frazier & Deeter

Frazier & Deeter’s Business Beat: John Marsh, The Bristol Group

John Marsh of The Bristol Group joined host Roger Lusby to discuss his business brokerage practice, the current environment for selling a business, how a business owner should prepare for a sale, and much more. “Business Beat” is presented by Alpharetta CPA firm Frazier & Deeter.

The Bristol Group

The Bristol Group is a trusted national Business Brokerage and Merger & Acquisition Firm focused on providing professional sell-side representation and mergers and acquisition services to lower middle market clients across the United States. This segment of the market is underserved by experienced and professional business brokers. The Bristol Group is here to transform the transactional nature of business brokerage by using a holistic and consultative approach and strongly believe in developing relationships built on trust.

John Marsh, Managing Broker, The Bristol Group of Greater Atlanta

John Marsh, The Bristol Group
John Marsh, The Bristol Group

Prior to founding the Bristol Group of Greater Atlanta, John served as a corporate executive with experience leading and strengthening finance, accounting, and operations organizations. He has held a variety of executive-level roles including CFO, VP of Supply Chain and Planning, and EVP of Finance and Operations during his 17-year career.

In those roles, John served as an integral part of the leadership team that scaled a medical device company that was sold to a private equity firm for $162M. John led integration efforts and was a part of due diligence on all the company’s acquisitions. In total, John participated in over $360M in transactions in his executive roles.

John started his career with the accounting firm, Ernst and Young in Atlanta, GA, and has worked with both start-ups and large private equity-owned companies. He leverages his significant mergers and acquisition experience to help entrepreneurs successfully transition business ownership.

John graduated from the University of Georgia with a BBA in Accounting and holds an MBA from Kennesaw State University. He currently lives in Marietta, with his wife and two daughters.

Company website | LinkedIn

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter
Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter

Roger Lusby, host of Frazier & Deeter’s “Business Beat,” is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology and service companies.

You can find Frazier & Deeter on social media:

LinkedIn  | Facebook | Twitter

An episode archive of Frazier & Deeter’s “Business Beat” can be found here.

John Marsh, The Bristol Group

Tagged With: Bristol Group, business broker, Frazier & Deeter's Business Beat, Frazier Deeter, John Marsh, Mergers and Acquisitions, Roger Lusby

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