selling a business Archives - Page 4 of 4

Michael Horwitz with The CBA Group

March 14, 2018 by Garrett Ervin

North Fulton Business Radio

Michael Horwitz with The CBA Group

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Michael Horwitz/The CBA Group

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

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

BUSINESS SOLUTIONS RADIO with Tom Azzarelli and Jennifer Burwell

January 12, 2018 by Karen

Phoenix Business Radio

BUSINESS SOLUTIONS RADIO with Tom Azzarelli and Jennifer Burwell

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BUSINESS SOLUTIONS RADIO with Tom Azzarelli and Jennifer Burwell

Tom Azzarelli has over 35 years of diversified experience working with private companies providing strategic advice on critical business decisions across a broad range of domestic and international disciplines. He has a strong background in financial planning, profit improvement, operations management, acquisitions and divestitures, consolidations and technology.

He has served in a variety of industries including; manufacturing, distribution, consumer goods, specialty chemicals, food processing, tobacco processing, transportation, construction products, commercial steel fabrication, semi-conductor and clean-room operations, software development products, automobile dealerships, equipment leasing, agriculture, and intermediate pharmaceutical industries ranging in size from start-up to $1 billion in revenues.

Tom’s concentrated areas of expertise includes maximizing cash flow, bank and lending relationships, budgeting and cost control, risk management, software selection and implementation. He has negotiated revolving credit loans in excess of $85 million and worked with lenders in restructuring debt of distressed businesses.

His other areas of experience include:

Start-ups, turnarounds and reorganization programs
Coaching and mentoring accounting and management staff members to excel in performance

He is a trusted advisor with the highest degree of integrity and ethics that partners with CEO’s to accomplish organizational goals together.

He is a licensed New Jersey and Arizona Certified Public Accountant and a Certified Management Accountant, Certified Business Transition Expert and Certified Coach. Tom worked in the Metro NYC market for over 20 years and relocated to Arizona in 2009. He resides with his wife Kathy in Chandler. Tom is also a 4th degree Black Belt Master in Tang Soo Do Korean style of Karate.

B2B CFO was founded in 1987. With over 220 partners in 46 states and 7,000 years of combined experience to assist with every facet of business. In everything they do, they passionately believe in improving the lives of business owners. B2B CFO Partners know that each owner is unique and important to our society. They improve their lives by understanding their goals and removing barriers that get in their way.

Tom Azzarelli, Partner and Certified Business Transition Expert
B2B CFO®
Cell 480.993.4720 | www.tomazzarellicfo.com | www.b2bcfo.com

Jennifer Burwell, joined MAC6 in 2013. She uses her experience in real estate, team development and management to seamlessly integrate each of the MAC6 business units to assure they are all focused on the long-term company vision. She is also a student of human behavior. As a Certified Professional Behavioral Analyst, she uses her knowledge to facilitate culture focused leadership programs with organizations of all sizes to integrate the company’s values and create higher performing teams.

Even the most growth-oriented businesses hit a ceiling at some point in their journey. MAC6 provides the collaborative space and culture-focused leadership programs that push conscious leaders to conquer the complexities and scale their business.

Jennifer Burwell | MAC6 | VP & Director of Programs
1430 W. Broadway Rd., Suite 201, Tempe, AZ 85282
480.293.4075
Jennifer.Burwell@Mac6.com
www.MAC6.com
https://www.facebook.com/MAC6Communities/

ABOUT BUSINESS SOLUTIONS RADIO

Business owners are always juggling 136 things at the same time, often working long hours IN the business. To be able to grow and break through barriers and take advantage of opportunities, they need to find time to work ON their business. Business Solutions Radio will introduce them to trusted advisors who can provide a wide range of services to meet those challenges and help them get more of what they want from their business and in their lives! Our message….There is help!

ABOUT YOUR BUSINESS SOLUTIONS RADIO HOST

In 2014, Jon Deiter was working on the leadership team of a company which began implementing the Entrepreneurial Operating System® (EOS®). Jon experienced first-hand the value and power of EOS and its simple tools to establish a clear vision, gain traction toward that vision, and grow a healthy team.

He also came to realize his true motivation and passion ….. to help many more companies achieve great things through implementing EOS! He was trained as a Professional EOS Implementer and since 2015 has been working with organizations to help them implement EOS. He offers his implementation/coaching services through his company, Jon Deiter Solutions, LLC.

EOS is a people-centric management system that embodies successful, proven ways of working with people and a team. In addition to company growth and achieving the life you desire, implementing EOS has positive impacts to employees, culture and team health.

Jon has worked for over 30 years in leadership/management positions in privately held and family owned entrepreneurial businesses as well as smaller divisions of public companies. He earned an MBA in Finance from Benedictine University in Lisle, Illinois and he has worked as a licensed CPA with Accreditation in Business Valuation and Certified Global Management Accountant. He has held positions in a variety of industries as Tax Advisor, Consultant, Controller, Vice President, CFO, and President.

His leadership career in manufacturing, distribution and service businesses, along with experience as both a user and implementer of EOS, give Jon a unique perspective to pursue his passion of helping business owners and leadership teams achieve all they want from their business.

Jon is active in the Conscious Capitalism movement and is a founding member and Treasurer of the Arizona Chapter of Conscious Capitalism. Jon lives in Chandler, Arizona with his wife Julie, having moved to Arizona from Chicago suburbs in 2003.

www.linkedin.com/in/jondeitereosimplementer
www.eosworldwide.com
www.consciouscapitalismaz.com
Jon’s Direct Line: 480-760-5809

Max Gonzales with CPLC and Randal Breaux with Ascend Consulting

October 20, 2017 by Karen

Phoenix Business Radio

Max Gonzales with CPLC and Randal Breaux with Ascend Consulting

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Max Gonzales with CPLC and Randal Breaux with Ascend Consulting are interviewed by Karen Nowicki on Phoenix Business Radio.

Max Gonzales/Chicanos Por La Causa

Max Gonzales is Executive Vice President of Strategy and Relationship Management at Chicanos Por La Causa, Inc (CPLC). Max is recognized for his methodical approach in developing organizational strategy and brand management. He maintains a consistent corporate image that unifies complex service and product offerings. Max’s ability was instrumental in developing and implementing CPLC’s first ever brand and communication strategy. Max’s management responsibilities include corporate communications, public and corporate relations, resource development, events, information and technology, and research and evaluations.

Prior to joining CPLC, Max spent more than 20 years at SRP, a water and power utility based in Tempe, Arizona. The last ten years at SRP, Max lead service marketing outreach to the Hispanic consumer, which included; direct marketing, social marketing, market research, public relations, advertising, and strategic planning.

Max has used his skills to benefit a number of community organizations. He is currently a member of the Advisory Boards for the Morrison Institute and the Arizona Center for Economic Progress. He has previously held board positions with Chicanos Por La Causa, Arizona Hispanic Chamber of Commerce, Friendly House, and Valle Del Sol. He has also served in an advisory capacity to the College of Teacher and Education Leadership at ASU West, Hispanic Leadership Institute, Channel 8, and BizAZ Magazine.

A native Arizonan, Max believes in the adage that. ”Continuous learning promotes continuous improvement”. He participates in a number of seminars and workshops each year and holds a bachelor’s in management and a Masters of Business Administration from Arizona State University.

Chicanos Por La Causa was founded in 1969 to confront oppression facing Latinos in Phoenix, Arizona as part of the movement led by Cesar Chavez, who undertook a fast at our original headquarters. Since then, we have become one of the largest Hispanic nonprofits in the country, promoting stronger and healthier communities throughout the southwestern United States. We provide direct services impacting more than 250,000 individuals annually in Arizona, Nevada, and New Mexico.

Our vibrant community presence spans a comprehensive range of bilingual and bi-cultural services in Health & Human Services, Housing, Education, and Economic Development. As one of the largest community development corporations in Arizona, we are focused on individuals and families with low to moderate income levels and complement our services with cultural and linguistic competencies.

Chicanos Por La Causa
1112 E. Buckeye Rd
Phoenix, AZ 85034
602.257.0700
CPLC.org
@CPLCdotORG

Randal Breaux/Ascend Consulting

Randal Breaux has over twenty-five years’ experience in business consulting with organizations large and small in a wide variety of industries from all across the United States and Canada. He specializes in creating business value through change implementation, and he brings a rare practical perspective with his field-tested principles of “achieving more by doing less.”

Randal earned his undergraduate degree from Harvard University in Computer Science / Operations Research and has an MBA from Tulane. He is a Certified Exit Planning Advisor (CEPA) through the Exit Planning Institute.

He grew up in a family business and could run a forklift with the best of them long before he was old enough to drive a car. He lives in Prescott, AZ, with his wife and two bad dogs.

Ascend Consulting helps small business owners multiply the value of their companies. We serve primarily successful entrepreneurs of the Baby Boom Generation who want to ensure they harvest the wealth they have created. We partner with an array of business advisors to provide complete solutions – integrating business, financial, and personal goals.

Our projects are based on proven, field-tested methods – especially the Value Acceleration Methodology developed by the Exit Planning Institute, one of the world’s most prestigious professional organizations for small business planning.

AscendConsulting
AscendConsulting.com/webinar

Buying or Selling a Business

October 6, 2015 by angishields

Midtown Business Radio

Buying or Selling a Business

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Dave Ragland and Joe Schum talk Buying/Selling Businesses

Buying or Selling a Business

We continued our monthly series with IRC Wealth, talking about buying or selling a business. Dave Ragland and Joe Schum came by with Chet Burgess of Burgess & Associates to share some expertise regarding how to approach choices that arise when coming into a large sum of money through the sale of a business. An example of this was an IRC Wealth client company that was an Employee Stock Option Plan (ESOP) that sold.

In this case, the employees were seeing pretty sizable amounts of money coming their way from 5 figures to as much as $500,000-1,000,000 or more. Dave and Joe talked about the importance of sitting down with a financial expert to identify the best plan for what to do with those funds to get the greatest value for the employee’s needs.

The group also talked about the importance of establishing a sound operating agreement for partners in a young business that will accommodate the various possibilities for separation for the partners, whether it’s a sale, or a partner opting to leave, or other potential situations.

Chet, a CPA and tax expert, shared how important it is to select a corporate structure that provides the greatest long-term flexibility for a business that will facilitate selling later or transitioning a business to heirs or other partners.

We also discussed options for the business owner who would like to offer rewarding compensation plans that inspire a sense of ownership and increased productivity, without having to give away shares of stock in the privately-held company.

Special Guests:

David Ragland, CEO/Founder of IRC Wealth

Masters of Accounting, University of Georgia, Terry College of Business
Former Manager–Tax, Ernst & Young
Previous CFO, Allied Foods, Inc
Previous CFO, Afterburner

Joe Schum, VP of Business Development of IRC Wealth

Bachelor’s of Science, Economics/Commerce, Niagara University
Previous VP of Sales, Midwest Medical Enterprises, DVT/Lite
Board of Advisors, Safe Haven Museum & Education Center
Board Member, Visions Anew Institute

Chet Burge, Founder of Burge & Associates

BS Accounting, Bob Jones University
Previous Senior Accountant, Price Waterhouse
Former P/T CFO/Partner, Three Taverns Brewery

Yasmine Jandali with Starwood Business Group, Noah Pines with Ross & Pines and Mike Gifford with National Business Chamber of Greater Gwinnett

December 3, 2014 by Garrett Ervin

Silver Lining in the Cloud

Yasmine Jandali with Starwood Business Group, Noah Pines with Ross & Pines and Mike Gifford with National Business Chamber of Greater Gwinnett

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Dom Rainey, Yasmine Jandali, Noah Pines, Mike Griffin — Dom Rainey, Yasmine Jandali, Noah Pines, Mike Gifford

Yasmine Jandali/Starwood Business Group

Since 2005, the professional brokers at Starwood Business Group have been helping Metro Atlanta entrepreneurs achieve their goals of business ownership. They represent quality businesses of all sizes and in all industries, and are proud to say that the majority of their businesses sell for an average of 95% of the asking price and within 162 days of listing. Starwood Business Group offers free, no-obligation valuations to prospective sellers and will always strive to help you make the best decisions for you and your business.

Noah Pines/Ross & Pines, LLC

Ross & Pines, LLC is a preeminent AV rated law firm that handles Personal Injury, Criminal Defense and Immigration matters in the greater Atlanta area. With five attorneys, who are all seasoned trial lawyers, they are able to offer our clients dedicated, personal service, while at the same time handling their cases with courtroom experience and resources that typically only comes by hiring a “big” firm. You will not find another law firm in Atlanta that is able to offer the level of service that they provide with the level of experience that they possess.

Mike Gifford/National Business Chamber of Greater Gwinnett

The National Business Chamber of Greater Gwinnett is a local chamber of commerce built on the Business To Consumer model. While they offer the traditional networking and educational opportunities of a chamber, they also employ innovative, hands-on marketing methods that are designed to bring customers to their member businesses.

SELLING YOUR BUSINESS: Yasmine Jandali with Starwood Business Group

November 12, 2014 by Garrett Ervin

On the Money

SELLING YOUR BUSINESS: Yasmine Jandali with Starwood Business Group

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Yasmine Jandali with Starwood Business Group discusses the proper way to prepare, value and sell your business with “On the Money” host Joe Moss, the president of Embassy National Bank.

Yasmine Jandali/Starwood Business Group

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On the Money focuses on topics and issues allowing small businesses to better navigate the financial services minefield, with analysis and opinions from today’s industry experts on banking and loans. On the Money also introduces you to some of the top small business leaders in the Atlanta market.

Hosted by Joe Moss, the president of Embassy National Bank, On the Money airs live every Wednesday at 3:00 PM EST from the Business RadioX studio in Gwinnett.