Websuasion Conversation

Websuasion Conversation

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Websuasion Conversation episodes

  • Wealth Management with Kevin Salvadori

    Kevin was a professional basketball player with the Sacramento Kings who transitioned into pharmaceutical sales for many years before entering the world of finance. He is now an Independent Wealth Manager who coaches clients through their financial life. His personal history allows him to be an empathetic and unbiased mentor to his clients, while still pushing them to be prepared and to not sit on the sidelines of their finances.

    The post Wealth Management with Kevin Salvadori appeared first on The Websuasion Group LLC.

    28 min
  • Consolidation Accounting with Andrea Lockhart

    Andrea is an accounting and audit professional with over 24 years of public and private industry experience. She has extensive knowledge of consolidation accounting and currency conversion with multi-national publicly traded companies using Hyperion Financial Management (HFM) and Hyperion Enterprise, and foreign currency translation. She is also an avid marathon runner and triathlete.

    The post Consolidation Accounting with Andrea Lockhart appeared first on The Websuasion Group LLC.

    27 min
  • Peer Advisory Board with Marc Borrelli










    Peer Advisory Boards with Marc Borrelli
    Vistage Chair
    With 30 years of strategy and investment banking experience, Marc Borrelli is expertly positioned to offer a range of unique advisory services. Across Europe, Africa and the United States, he’s closed more than 100 transactions worth over $3 billion. He is also currently a Vistage chair.
    In this episode of Websuasion Conversation, we discuss small business challenges, assessing value, and preparing for sale.








    Marc A Borrelli, CFA









    Vistage









    Technology Association of Georgia




















    Listen Now!


























    Introduction
    Marc Borrelli, Vistage Chair, tells us about attending college in England and graduate school in New Orleans.





























    Improving Businesses
    Marc Borrelli tells us about his current roles as a Vistage Chair and as a business consultant.





























    A Difference in Perspective
    Marc talks to us about his reaction when he was first approached about Vistage.





























    Focus and Accountability
    Marc talks about the benefits of joining Vistage in helping to come to realizations and make difficult decisions.





























    Setting Your Own Pace
    Marc tells us about the importance of meeting members where they are and allowing them to move forward at their own pace.





























    Business Development
    Marc discusses some of the challenges he faced when he started his own business and what he did to overcome those challenges.





























    Technology Association of Georgia
    27 min
  • Merging CPA Practices with Brandon Verner

    Brandon S. Verner is a CPA and an Atlanta native who specializes in accounting systems and consulting as well as corporate and personal income tax. Brandon is an active member of the Georgia Society of Certified Public Accountants and the American Institute of Certified Public Accountants. He is a past President of the North Perimeter Chapter of the Georgia Society of CPAs and has served on the Board of Directors of the State Society.

    The post Merging CPA Practices with Brandon Verner appeared first on The Websuasion Group LLC.

    25 min
  • Merging CPA Practices with Brandon Verner










    Merging CPA Practices with Brandon Verner
    TJS Deemer Dana
    Brandon is a CPA and an Atlanta native who specializes in accounting systems and consulting as well as corporate and personal income tax. Brandon is an active member of the Georgia Society of Certified Public Accountants and the American Institute of Certified Public Accountants. He is a past President of the North Perimeter Chapter of the Georgia Society of CPAs and has served on the Board of Directors of the State Society.
    In this episode of Websuasion Conversation, we discuss business development, merging cultures, and adding value and services.








    TJS Deemer Dana




















    Listen Now!


























    Introduction
    Brandon tells us about graduating college and starting his accounting career with a large firm.





























    Moving to a Smaller Firm
    Brandon tells us about moving from a larger firm and the challenges of proving himself.





























    Business Development
    Brandon talks to us about finding ways to get in front of the right people in order to grow a business.





























    Merging Businesses
    Brandon talks about the benefits of merging with TJS.





























    Changes in Tax Laws
    Brandon tells us about the changes in the tax code and some of the benefits for small businesses.





























    An LLC vs an S Corp
    Brandon discusses some of the tax changes and the benefits of forming an LLC vs an S Corp.





























    Cost Benefit Analysis
    Brandon talks about adjustments for being self-employed and when to make the decision to move to an S-Corp.





























    Merging Cultures
    25 min
  • Senior Home Care with Alan Waters

    Alan is the owner of an Amada franchise in north Atlanta. Amada Senior Care is one of the fastest-growing home care provider companies in the United States, focused on serving aging and disabled adults who elect to remain in the privacy and comfort of their own homes.

    The post Senior Home Care with Alan Waters appeared first on The Websuasion Group LLC.

    24 min
  • Building a Thriving Business with Nermin Jasani

    Nermin Jasani is a former Wall Street attorney and former tech startup entrepreneur who now runs Highland Oak Group. She has worked with hundreds of business owners providing her proven methodology to increase revenue that is based on calculated, intentional, and results-driven metrics.

    The post Building a Thriving Business with Nermin Jasani appeared first on The Websuasion Group LLC.

    37 min
  • Strategic Planning with Liz Parker

    Liz Parker is president of LT Consultants, Inc. She uses the 3 P’s: Purpose, Passion and Practicality to inspire, coach, challenge and facilitate leadership teams. She uncovers their true and effective vision with strong values and a focused strategic plan. Liz is also a Vistage Chair. Vistage is a peer advisory group designed especially for executive business leaders.

    The post Strategic Planning with Liz Parker appeared first on The Websuasion Group LLC.

    30 min
  • Georgia Retraining Tax Credits with Jonathan Warner

    Jonathan Warner is a seasoned training, organization development, and performance improvement professional with over 20 years of experience assisting clients to develop their workforce for compliance, quality, and maximum performance. His company, Workforce Training Partners, maximize tax credits for Georgia-based businesses by uncovering hidden opportunities that other accounting firms might miss.

    The post Georgia Retraining Tax Credits with Jonathan Warner appeared first on The Websuasion Group LLC.

    33 min
  • Video in Real Estate with Gerald Wessels

    Gerald Wessels grew up farming and ranching in northwest Oklahoma. He has a Masters of Divinity and a Doctorate of Ministry and pastored churches in Texas, Oklahoma, and Colorado. He worked at luxury car dealerships leading in sales from year-to-year by treating customers “just as one would treat their mother.” He now brings that same commitment to the real estate industry in finding his customers the perfect home.

    The post Video in Real Estate with Gerald Wessels appeared first on The Websuasion Group LLC.

    26 min

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Business growth tips and conversations with entrepreneurs and business owners.