Pro Business Channel

Pro Business Channel

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Pro Business Channel episodes

  • Buckhead Business Show - Microsoft, Digital Consulting and Healthcare Disruptor
    Buckhead Business Show - Microsoft, Digital Consulting and Healthcare Disruptor
    Company or Product Name:
    Microsoft
    Name and Title of Person Interviewed:
    JaNay Wilborn, Community Development
    Topics/Questions to Discuss:
    Community Outreach
    Business Partnerships
    Web Site and/or Social Media Links etc.:
    Twitter @janaywilborn
    Company or Product Name:
    Harken Health
    Name and Title of Person Interviewed:
    Marcus Robinson, VP of Sales for Harken Health
    Guest BIO:
    As vice president of sales, Marcus leads all commercial sales efforts for Harken Health. Leveraging his experience in the industry, he facilitates work across all of the company’s divisions to drive sales growth and retention. Passionate about providing quality and accessible health insurance to people, Marcus was immediately enthralled by Harken’s unique care approach that connects insurance with primary care.
    Topics/Questions:
    The current health insurance landscape.
    Insurance options for small businesses; how to choose the best for your employees.
    State of health care in Atlanta, the importance of primary care.
    Web Site and/or Social Media Links etc.:
    Website: https://www.harkenhealth.com/
    Facebook: https://www.facebook.com/HarkenHealth
    Twitter: https://twitter.com/HarkenHealth
    LinkedIn: https://www.linkedin.com/in/marcus-robinson-83378311
    Company or Product Name:
    Protiva Consulting, LLC
    Name and Title of Person Interviewed:
    Neel Majumdar, Founder/Principal
    Guest BIO:
    Neel Majumdar has helped both large and medium sized businesses increase revenue and achieve increased efficiency through development and execution of critical digital initiatives.
    Neel's digital strategy experience spans both management consulting as well as internal strategy groups of fortune 500 firms and spans multiple industries including financial services, telecommunications, transportation, electronics, e-retail, environmental and civil infrastructure and others.
    Neel is currently the Founder/Principal at Protiva Consulting, LLC - an Atlanta-based digital marketing and technology services firm offering end-to-end digital marketing and associated technology development services to Small and Medium Businesses (SMBs).
    Topics/Questions:
    1) Can you tell us about Protiva Consulting - its services, differentiators, and the target markets it serves?
    2) What makes Protiva Consulting unique in the digital marketing space?
    3) Can you tell us why small businesses should consider including digital marketing in their marketing budget?
    4) Can you elaborate on the role of Content Marketing in the context of digital marketing?
    5) What is the role of video marketing in the spectrum of digital marketing
    6) What are the biggest challenges that you encounter with respect to digital marketing that you encounter when dealing with small businesses?
    Web Site and/or Social Media Links:
    www.protivaconsulting.com
    twitter: @Protiva_info
    Facebook: /protivaconsulting
    LinkedIn: /neelmajumdar
    The Buckhead Business Show Spotlights Industry Leaders in Buckhead and Atlanta! Brought to you in part by The BBA and Broadcast LIVE from the Pro Business Channel Studios.
    Show Hosts:
    Rich Casanova, CoFounder
    Pro Business Channel
    https://www.linkedin.com/in/richcasanova
    https://twitter.com/RichCasanovaCom
    Michael Moore, RainMaker & Chief Storyteller
    https://www.linkedin.com/in/sellbyphone
    https://twitter.com/BuckhedgeCEO
    For more info about the BBA visit:
    www.BuckheadBusiness.org
    To nominate or submit a guest request visit:
    www.BuckheadBusinessShow.com
    To view photos from this show, visit:
    www.ProBusinessPictures.com
    37 min
  • Buckhead Business Show – Microsoft, Digital Consulting and Healthcare Disruptor


    Buckhead Business Show - Microsoft, Digital Consulting and Healthcare Disruptor

    Company or Product Name:
    Microsoft

    Name and Title of Person Interviewed:
    JaNay Wilborn, Community Development

    Topics/Questions to Discuss:
    Community Outreach
    Business Partnerships

    Web Site and/or Social Media Links:
    Microsoft Store - Lenox Square - Atlanta
    Twitter twitter.com/janaywilborn

     

     

     



    Company or Product Name:
    Harken Health

    Name and Title of Person Interviewed:
    Marcus Robinson, VP of Sales for Harken Health
    As vice president of sales, Marcus leads all commercial sales efforts for Harken Health. Leveraging his experience in the industry, he facilitates work across all of the company’s divisions to drive sales growth and retention. Passionate about providing quality and accessible health insurance to people, Marcus was immediately enthralled by Harken’s unique care approach that connects insurance with primary care.

    Topics/Questions:
    The current health insurance landscape.
    Insurance options for small businesses; how to choose the best for your employees.
    State of health care in Atlanta, the importance of primary care.

    Web Site and/or Social Media Links etc.:
    Website: https://www.harkenhealth.com/
    Facebook: https://www.facebook.com/HarkenHealth
    Twitter: https://twitter.com/HarkenHealth
    LinkedIn: https://www.linkedin.com/in/marcus-robinson-83378311



    Company or Product Name:
    Protiva Consulting, LLC

    Name and Title of Person Interviewed:
    Neel Majumdar, Founder/Principal
    Neel Majumdar has helped both large and medium sized businesses increase revenue and achieve increased efficiency through development and execution of critical digital initiatives.

    Neel's digital strategy experience spans both management consulting as well as internal strategy groups of fortune 500 firms and spans multiple industries including financial services, telecommunications, transportation, electronics, e-retail, environmental and civil infrastructure and others.

    Neel is currently the Founder/Principal at Protiva Consulting, LLC - an Atlanta-based digital marketing and technology services firm offering end-to-end digital marketing and associated technology development services to Small and Medium Businesses (SMBs).

    Topics/Questions:
    1) Can you tell us about Protiva Consulting - its services, differentiators, and the target markets it serves?
    2) What makes Protiva Consulting unique in the digital marketing space?
    3) Can you tell us why small businesses should consider including digital marketing in their marketing budget?
    4) Can you elaborate on the role of Content Marketing in the context of digital marketing?
    5) What is the role of video marketing in the spectrum of digital marketing
    6) What are the biggest challenges that you encounter with respect to digital marketing that you encounter when dealing with small businesses?

    Web Site and/or Social Media Links:
    www.protivaconsulting.com
    twitter: @Protiva_info
    Facebook:  https://www.facebook.com/protivaconsulting
    LinkedIn:  https://www.linkedin.com/in/neelmajumdar



    The Buckhead Business Show Spotlights Industry Leaders in Buckhead and Atlanta! Brought to you in part by The BBA and Broadcast LIVE from the Pro Business Channel Studios.

    Show Hosts:
    Rich Casanova, CoFounder
    Pro Business Channel
    https://www.linkedin.com/in/richcasanova
    https://twitter.com/RichCasanovaCom

    Michael Moore, RainMaker & Chief Storyteller
    https://www.linkedin.com/in/sellbyphone
    https://twitter.com/BuckhedgeCEO

    For more info about the BBA visit:
    www.BuckheadBusiness.org

    To nominate or submit a guest request visit:
    www.BuckheadBusinessShow.com

    To view photos from this show, visit:
    www.ProBusinessPictures.com 

    Become a supporter of this podcast: https://www.spreaker.com/podcast/pro-business-channel--2662314/support.
    37 min
  • CoFounders Podcast - Home Protection and Mobile App Heros
    CoFounders Podcast - Home Protection and Mobile App Heros
    Guest: Freeman Fields
    Company/Product Name:
    iVault Home Protection
    Brief Description of Product or Service:
    iVault Home Protection does more than simply deter burglars as traditional home security companies and home alarms, it is one of the first home protection company to essentially turn your existing doors into security doors to actually STOP BURGLARS FROM ENTERING YOUR HOME IN THE FIRST PLACE. This is done by seamlessly reinforcing the door jambs to make the doors kick proof.
    Our reinforcement products are hidden from plain sight to never take away from the lovely décor of your home like burglar bars and security doors, while providing the same protection at a fraction of the cost.
    Web Site/Social Media:
    www.iVaultUSA.com
    https://www.facebook.com/iVaultHomeProtection
    Guest: Shawn Johnson
    Company/Product Name:
    Mobile App Hero
    Brief Description of Product or Service:
    Full service consulting focusing on apps
    Show Topics:
    what we do and how we do it
    Web Site/Social Media:
    www.MobileAppHero.com
    CoFounders Podcast
    Conversations with Co-Founders & Start-Ups
    Sponsored in part by... WeWork
    For more info about WeWork visit:
    www.wework.com/locations/atlanta/buckhead
    To nominate or submit a guest request visit:
    www.CoFoundersPodcast.com
    To view more photos from this show visit:
    www.ProBusinessPictures.com
    (Click on the show photo album)
    33 min
  • CoFounders Podcast – Home Protection and Mobile App Heros
    CoFounders Podcast - Home Protection and Mobile App Heros

    Guest: Freeman Fields

    Company/Product Name:
    iVault Home Protection

    Brief Description of Product or Service:
    iVault Home Protection does more than simply deter burglars as traditional home security companies and home alarms, it is one of the first home protection company to essentially turn your existing doors into security doors to actually STOP BURGLARS FROM ENTERING YOUR HOME IN THE FIRST PLACE. This is done by seamlessly reinforcing the door jambs to make the doors kick proof.

    Our reinforcement products are hidden from plain sight to never take away from the lovely décor of your home like burglar bars and security doors, while providing the same protection at a fraction of the cost.

    Web Site/Social Media:
    www.iVaultUSA.com
    https://www.facebook.com/iVaultHomeProtection

     




    Guest: Shawn Johnson

    Company/Product Name:
    Mobile App Hero

    Brief Description of Product or Service:
    Full service consulting focusing on apps

    Show Topics:
    what we do and how we do it

    Web Site/Social Media:
    www.MobileAppHero.com

     




    CoFounders Podcast
    Conversations with Co-Founders & Start-Ups

    Sponsored in part by... WeWork

    For more info about WeWork visit:
    www.wework.com/locations/atlanta/buckhead

    To nominate or submit a guest request visit:
    www.CoFoundersPodcast.com

    To view more photos from this show visit:
    www.ProBusinessPictures.com
    (Click on the show photo album)

    Become a supporter of this podcast: https://www.spreaker.com/podcast/pro-business-channel--2662314/support.
    33 min
  • Capital Club Radio Interviews Tim Bauer, President of insideARM
    Tim Bauer is an ARM executive with a wide range of experience in M&A, Operations, Compliance, Sales & Marketing, and Portfolio Acquisitions.

    Tim is the President of insideARM and The iA Institute. He is also a member of the steering committee for the Consumer Relations Consortium (www.crconsortium.org).

    Prior to joining insideARM Tim was CEO of Integrity Solution Services, Inc.

    Before that Tim was engaged in a special capacity at Academy Collection Service, Inc. (ACS) from September, 2007 through February, 2009. He was hired at ACS to facilitate a settlement of an FTC investigation of ACS that had begun in 2006 and to explore a sale of the business. The settlement was announced in July of 2008. The company was sold later that same year.

    From June of 2004 through October of 2006 Tim was with Outsourcing Solutions Inc (OSI) and OSI Portfolio Services (OSIPS). During this time Tim held dual simultaneous roles. He was Executive Vice President of OSI, responsible for all sales and marketing efforts, and he was President of OSIPS, responsible for Portfolio Acquisitions.

    Prior to joining OSI, Tim was Executive Vice President of Business Development at Risk Management Alternatives, Inc. (RMA) and subsequently the Chief Operating Officer. Tim was with RMA from January 1997 though February, 2004.

    Before joining RMA, Tim was a Senior Vice President of the Legal Products Group for Nationwide Credit, Inc. (NCI).

    Prior to joining the Agency world, Tim spent 15 years as a Shareholder with the Minneapolis law firm of Messerli & Kramer, P.A., where he was head of that firms Credit/Collections Department.

    Tim was one of the founding members of the first national attorney network, the American Association of Creditor Attorneys (AACA). He was President of that organization from 1991-1992 and Vice-President from 1987-1991 and from 1992-1995.

    Tim obtained his B.A. from St. Marys University of Minnesota and his J.D. from Loyola University of Chicago, School of Law.

    Mr. Bauer is a frequent speaker at Credit and Collections conferences on issues ranging from Current Trends in the Collection Business to CFPB/FDCPA Compliance.

    Topics/Questions:
    History in the ARM industry
    Vision for Inside ARM and it's impact on the industry
    Election Results and how ARM/debt Buying will fare in 2017 and beyond
    Future of CFPB and other regulatory bodies

    Web Site and Social Media Links:
    www.insidearm.com
    https://linkedin.com/in/timothyjbauer

    When one grows up in a family that includes a brother who became a priest, a sister who became a nun, and another brother who had a career as a stand-up comic, you know one is going to have a unique perspective on life. This perspective enabled Tim Bauer to have a career in the collections industry that is wide and deep.

    So how did Tim get into the collections industry?  As a fresh attorney just out of law school and joining a full-service law firm, his initial assignment was in collections.  From that first day, he never left the industry. Being a collections attorney provided Tim with the foundation to understand the industry. This foundation enabled him to be successful in all facets of the industry that included: operations, human resources, compliance, business development and M&A. Today, he has taken this breadth of experience and is the President of InsideARM, in which his ideas and writings are having an influence on the total industry.

    Here is a glimpse of what Tim shared in the interview.
    “Nobody goes to law school and says, “I can’t wait to get out and be a collection lawyer.”

    “ It’s hard to argue against consumer protection. And quite frankly, those of us in the ARM industry, we would love to see some more regulation on the FDCPA. It’s a statute from 1977, completely outdated, doesn’t address issues of how consumers want to be contacted today”




    Capital Club Radio
    Hosted by: Michael Flock
    Sponsored by: Flock Specialty Finance

    Become a supporter of this podcast: https://www.spreaker.com/podcast/pro-business-channel--2662314/support.
    40 min
  • Capital Club Radio Interviews Tim Bauer, President of insideARM
    Capital Club Radio Interviews Tim Bauer, President of insideARM
    Tim Bauer is an ARM executive with a wide range of experience in M&A, Operations, Compliance, Sales & Marketing, and Portfolio Acquisitions.
    Tim is the President of insideARM and The iA Institute. He is also a member of the steering committee for the Consumer Relations Consortium (www.crconsortium.org).
    Prior to joining insideARM Tim was CEO of Integrity Solution Services, Inc.
    Before that Tim was engaged in a special capacity at Academy Collection Service, Inc. (ACS) from September, 2007 through February, 2009. He was hired at ACS to facilitate a settlement of an FTC investigation of ACS that had begun in 2006 and to explore a sale of the business. The settlement was announced in July of 2008. The company was sold later that same year.
    From June of 2004 through October of 2006 Tim was with Outsourcing Solutions Inc (OSI) and OSI Portfolio Services (OSIPS). During this time Tim held dual simultaneous roles. He was Executive Vice President of OSI, responsible for all sales and marketing efforts, and he was President of OSIPS, responsible for Portfolio Acquisitions.
    Prior to joining OSI, Tim was Executive Vice President of Business Development at Risk Management Alternatives, Inc. (RMA) and subsequently the Chief Operating Officer. Tim was with RMA from January 1997 though February, 2004.
    Before joining RMA, Tim was a Senior Vice President of the Legal Products Group for Nationwide Credit, Inc. (NCI).
    Prior to joining the Agency world, Tim spent 15 years as a Shareholder with the Minneapolis law firm of Messerli & Kramer, P.A., where he was head of that firms Credit/Collections Department.
    Tim was one of the founding members of the first national attorney network, the American Association of Creditor Attorneys (AACA). He was President of that organization from 1991-1992 and Vice-President from 1987-1991 and from 1992-1995.
    Tim obtained his B.A. from St. Marys University of Minnesota and his J.D. from Loyola University of Chicago, School of Law.
    Mr. Bauer is a frequent speaker at Credit and Collections conferences on issues ranging from Current Trends in the Collection Business to CFPB/FDCPA Compliance.
    Topics/Questions:
    History in the ARM industry
    Vision for Inside ARM and it's impact on the industry
    Election Results and how ARM/debt Buying will fare in 2017 and beyond
    Future of CFPB and other regulatory bodies
    Web Site and Social Media Links
    www.insidearm.com
    https://linkedin.com/in/timothyjbauer
    Capital Club Radio
    Hosted by: Michael Flock
    Sponsored by: Flock Specialty Finance
    Providing a forum for leaders in the middle market segment which has typically been undeserved by traditional banking.
    Listeners gain valuable business insights and perspectives to deal with market uncertainty. Topics include: key success factors, both personal and professional, dealing with adversity, outlook for the industry and your business.
    For more info about Flock Specialty Finance visit:
    www.FlockFinance.com
    To nominate or submit a guest request visit:
    www.CapitalClubRadioShow.com
    To view more photos from this show visit:
    www.ProBusinessPictures.com
    40 min
  • Buckhead Business Show - Mobile, Social, CRM and Linkedin Insider Secrets
    Buckhead Business Show - Mobile, Social, CRM and Linkedin Insider Secrets
    Ples Bruce
    Venture Head Group
    Web Site and Social Media Links:
    http://www.VentureHead.com
    http://www.DominateTheLocal.com
    http://www.GrowthBrain.com
    http://www.PlesBruce.com – LinkedIn
    @plesbruce – Twitter
    Bob Matson
    Business Development Director @ YPN Companies/Social Media Trainer/Lead Generator/Mgr at ATL Linking and 500Plus Groups
    Business Development Director
    Bob Matson is an experienced sales and marketing executive with a proven P&L track record and strong strategic planning, business alliance and partnership development, leading high-performing sales teams and major business development across highly competitive industries: financial services, banking, staffing, business services. Bob became a member of LinkedIn shortly after it started in 2003, on July 4th, 2004 and has grown his network of first level connections to over 15,000. He has used technology and especially social media; LinkedIn, Twitter, Facebook, and Google+ to enhance his professional and business success as well as that of his clients.
    To brainstorm or collaborate, feel free to schedule a call or an appointment through my vCita page http://www.vcita.com/v/bobmatson
    * LinkedIn Training * Networker * Social Media Training * Lead Generation * Performance Management * Organizational Leadership * Sales Management & Planning Skills * Sales Solutions
    * Product Positioning * Coaching & Training Skills
    * Strategic Partnership Enhancement * Metrics Management * New Product Development
    * Salary & Benefits Negotiations * B2B & C2C Level Selling * Time Management * Cold Calling
    * Telemarketing * Appointment setting * Gathering information * Account Management/Development
    * Enterprise Solution Sales * Mentoring & Coaching
    https://www.linkedin.com/in/matsonrpm
    https://twitter.com/matsonrpm
    The Buckhead Business Show Spotlights Industry Leaders in Buckhead and Atlanta! Brought to you in part by The BBA and Broadcast LIVE from the Pro Business Channel Studios.
    Show Hosts:
    Rich Casanova, CoFounder
    Pro Business Channel
    https://www.linkedin.com/in/richcasanova
    https://twitter.com/RichCasanovaCom
    Michael Moore, RainMaker & Chief Storyteller
    https://www.linkedin.com/in/sellbyphone
    https://twitter.com/BuckhedgeCEO
    For more info about the BBA visit:
    www.BuckheadBusiness.org
    To nominate or submit a guest request visit:
    www.BuckheadBusinessShow.com
    To view photos from this show, visit:
    www.ProBusinessPictures.com
    31 min
  • Planning Successfully - The Do's and Don'ts of Selling Your Business
    Planning Successfully - The Do's and Don'ts of Selling Your Business
    Interview with Rett Peaden
    Shareholder with Davis, Matthews & Quigley, P.C
    Mergers & Acquisitions; Business Law; Taxation; Estate Planning & Wealth Management
    Who buys businesses?
    Strategic Buyers – Want to grow their business and/or remove a competitor
    Financial Buyers – Want to make a business more profitable and sell it again within short period
    Management/Employees – Have good knowledge of business and vested reason for its success
    Family – May have personal as well as financial reasons to buy business
    What are the roles of advisors?
    Pre-Sale Consultants – help you position your business to sell
    Appraisers – help you determine what your business is worth
    Accountants – help you keep your books in order and offer independent financial advice during
    the sale process
    Business Brokers/Investment Bankers – help you market your business and realize maximum
    value; may advise you and shepherd you through the sales process
    Attorneys – help you structure your business before a sale and evaluate and draft legal
    agreements related to the sale; may advise and shepherd you through the sales process
    What types of transactions are there?
    Sellers typically prefer stock sales for tax and non-tax reasons. Selling stock usually means
    paying tax at long-term capital gains rates. Liabilities of the business pass along with the stock of
    the business.
    Buyers typically prefer asset sales for tax and non-tax reasons. Buying assets allows the buyer to
    depreciate the purchased assets thereby realizing a long-term tax benefit. A buyer can cherry pick
    assets and liabilities in the asset sale and does not have to take the bad along with the good.
    More about our guest Rett Peaden:
    Rett’s practice focuses on helping the owners of closely-held businesses and professional services firms exit their businesses, whether that involves selling the business or transferring it to the next generation. Getting a business onto a solid footing with regard to succession planning is essential, and Rett is well-versed in sophisticated tax strategies and entity structuring techniques that may be needed. He will also advise on and guide clients through strategic acquisitions to grow their own businesses. Rett regularly counsels clients on corporate, partnership, and related tax-planning matters, including the negotiation and preparation of mergers and acquisitions agreements, the drafting of shareholders agreements, the formation of limited partnerships and limited liability companies, the structuring of inbound investment opportunities for foreign nationals, the creation and operation of private foundations and public charities, and the review and drafting of executive compensation agreements. In connection with advising the owners of closely-held businesses, Rett has developed a particular interest in the taxation of pass-through entities such as S-Corporations, partnerships, and trusts.
    Preserving legacy. The estate planning side of the practice, often done for the owners of closely held businesses, is highly personal, involving an individual’s legacy and the achievements of a lifetime. Rett’s purpose is to help his clients prepare for the future, provide for their families, and accomplish their long-term personal and charitable goals. In doing so, he works to develop plans that are well thought out and emphasize preserving wealth from unnecessary taxes and unanticipated risks. He knows how to take family dynamics into account, and draws insights from his work in business exit-planning and trust and estate administration to help families plan with foresight to avoid problems that could happen later on. Rett is often called upon by other professionals to advise them on the complicated income and transfer tax issues that can arise in the context of trusts and estates. On the trust and estate administration side of the practice, Rett works in both contested and uncontested matters. He...
    32 min
  • Planning Successfully – The Do's and Don'ts of Selling Your Business
    Planning Successfully - The Do's and Don'ts of Selling Your Business

    Interview with Rett Peaden
    Shareholder with Davis, Matthews & Quigley, P.C
    Mergers & Acquisitions; Business Law; Taxation; Estate Planning & Wealth Management

    Who buys businesses?

    Strategic Buyers – Want to grow their business and/or remove a competitor

    Financial Buyers – Want to make a business more profitable and sell it again within short period

    Management/Employees – Have good knowledge of business and vested reason for its success

    Family – May have personal as well as financial reasons to buy business
    What are the roles of advisors?

    Pre-Sale Consultants – help you position your business to sell

    Appraisers – help you determine what your business is worth

    Accountants – help you keep your books in order and offer independent financial advice during
    the sale process

    Business Brokers/Investment Bankers – help you market your business and realize maximum
    value; may advise you and shepherd you through the sales process

    Attorneys – help you structure your business before a sale and evaluate and draft legal
    agreements related to the sale; may advise and shepherd you through the sales process
    What types of transactions are there?

    Sellers typically prefer stock sales for tax and non-tax reasons. Selling stock usually means
    paying tax at long-term capital gains rates. Liabilities of the business pass along with the stock of
    the business.

    Buyers typically prefer asset sales for tax and non-tax reasons. Buying assets allows the buyer to
    depreciate the purchased assets thereby realizing a long-term tax benefit. A buyer can cherry pick
    assets and liabilities in the asset sale and does not have to take the bad along with the good.

    More about our guest Rett Peaden:

    Rett’s practice focuses on helping the owners of closely-held businesses and professional services firms exit their businesses, whether that involves selling the business or transferring it to the next generation. Getting a business onto a solid footing with regard to succession planning is essential, and Rett is well-versed in sophisticated tax strategies and entity structuring techniques that may be needed. He will also advise on and guide clients through strategic acquisitions to grow their own businesses. Rett regularly counsels clients on corporate, partnership, and related tax-planning matters, including the negotiation and preparation of mergers and acquisitions agreements, the drafting of shareholders agreements, the formation of limited partnerships and limited liability companies, the structuring of inbound investment opportunities for foreign nationals, the creation and operation of private foundations and public charities, and the review and drafting of executive compensation agreements. In connection with advising the owners of closely-held businesses, Rett has developed a particular interest in the taxation of pass-through entities such as S-Corporations, partnerships, and trusts.

    Preserving legacy. The estate planning side of the practice, often done for the owners of closely held businesses, is highly personal, involving an individual’s legacy and the achievements of a lifetime. Rett’s purpose is to help his clients prepare for the future, provide for their families, and accomplish their long-term personal and charitable goals. In doing so, he works to develop plans that are well thought out and emphasize preserving wealth from unnecessary taxes and unanticipated risks. He knows how to take family dynamics into account, and draws insights from his work in business exit-planning and trust and estate administration to help families plan with foresight to avoid problems that could happen later on. Rett is often called upon by other professionals to advise them on the complicated income and transfer tax issues that can arise in the context of trusts and estates. On the trust and estate administration side of the practice,

    Become a supporter of this podcast: https://www.spreaker.com/podcast/pro-business-channel--2662314/support.
    32 min
  • CoFounders Podcast - Freelance Multimedia Designer
    CoFounders Podcast - Freelance Multimedia Designer
    Guest: Niya Panamdanam
    Company or Product Name:
    Find Niya
    Brief Description of Your Product or Service:
    Freelance Multimedia Designer
    Show Topics:
    My story and my services
    Web Site/Social Media:
    www.findniya.com
    CoFounders Podcast
    Conversations with Co-Founders & Start-Ups
    Sponsored in part by... WeWork
    For more info about WeWork visit:
    www.wework.com/locations/atlanta/buckhead
    To nominate or submit a guest request visit:
    www.CoFoundersPodcast.com
    To view more photos from this show visit:
    www.ProBusinessPictures.com
    (Click on the show photo album)
    29 min

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