The Current Employee Isn’t Your Dad’s Employee!
Relationships with employees have changed over the years, and professionals in the Human Resource field have had to change as the times have.
Today’s broadcast covers 10 poignant questions about dealing with the ever-changing profile of employees and what it takes to create a strong business culture.
Our guest Bob Moran discusses a wide range of situations in business and how smaller companies can adjust to these changes.
Robert Moran
Proactive Positive Employee Relations, LLC
74 Limewood Ave Branford, CT 06405
203.918.8947
Filing Your Pipeline of Qualified Prospects Does Not Have to Be Challenging!
Our podcast with Kelly Atwater, founder of Engagebizdev, discusses how her firm helps business owners in developing qualified prospects who are eager to consider their services and products. Many business owners make the mistakenassumption that their services or products will sell on their own, only to discover in most cases that they do not. They soon realize that they need a business development plan, but they lack the knowledge to create one. While there is a talent involved in generating interest in your profile client, it also requires a significant amount of time. Most business owners are unaware of how to accomplish this task, nor do they have the time to dedicate it to it. This is where Kelly’s firm comes into play. Listen as we delve into the method of creating qualified prospects who are interested in using your products and services.
Kelly Atwater
https://engagebizdev.com/
https://engagebizdev.com/contact/
Ed Pratesi, the Managing Director of Valuation & Transition Strategies, LLC. helps business owners and their advisors achieve a stress-free process to learn the value of their business, how to increase its value, and the development & execution of a transition strategy or strategies.
Enhanced expense deduction capability - be careful how you execute - too much of a good thing can leave you cash poor and a tax liability
QSBS - liberalizing the rules allows C
corporation business owners to potentially shield 100% of their capital gains on sale.
- This present gifting scenarios to sort of spread the wealth - couple the prospect of valuation discounts and you have a winner
With the gift tax exemption rises to $15M
under the Bill - family wealth planning with SLAT's and other vehicles are enhanced with valuation discounts. Eepratesi@gmail.com
JOHN SALEMI. John Salemi: OFFICE MANAGING PARTNER, UHY FARMINGTON CT; has thirty years of professional experience, with a specialization in tax issues and management consulting. John can draw upon his practical financial background in addressing the many managerial problems confronting business owners in today's complex economic and regulatory environment. Jsalemi@uhy-us.com
R&D Credits / Depreciation changes / Interest deductions - Section 163(j)
TOM PERRONE Founder and President of New England Consulting Group of Guilford, Inc. Estate and Business planning, and Executive Compensation. tperrone@necgginc.com
•Grantor Trust
•Non-Grantor Trust (SALT)
•Decanting OF Trusts for IDIT – SWIPE PROPERTY
•Cash Flow and Executive Benefits
Navigating the VUCA World — Building Strong Organizations Through People and Culture
In this episode, we explore how today’s employers can thrive in a VUCA environment — one defined by Volatility, Uncertainty, Complexity, and Ambiguity. Our conversation dives deep into how organizations can adapt their performance management, leadership development, and total rewards strategies to attract, grow, and retain top talent amid constant change.
Ken Somers and Marc Knoll cover VUCA
Key Topics Covered:
• Understanding VUCA: What does it mean for today’s business leaders and workforce.
Takeaway:
In a VUCA world, success comes from flexibility, transparency, and a people-first approach. By aligning leadership, culture, and rewards, organizations can turn uncertainty into a strategic advantage.
Ken Somers
https://somershrsolutions.com/
Ken’s Books
Transforming Performance Management
A Manager's Guild To Leading Effective One On One's
Marc Knoll
https://comp360totalrewards.com/
Creating Success Through Talent and A Culture Oriented Business!
Meet Mike Perlow, founder and President of Perlow Productions, a leading corporate video production, animation, and livestream service.
Mike shares with us the inside of his operation and the success of it.
We dove deep into the “Why” of his business, to the relationship with his employees and clients.
Mike gets it as an employer, as to what matters when building a business and creating the culture of his business.
This podcast has a lot of “knowledge nuggets” from a veteran business owner, and worth spending time learning from Mike Perlow.
Mike Perlow
Perlow Productions
856.669.1669
1 Eves Drive, Marlton, NJ
08053
mike@perlowproductions.com
https://perlowproductions.com/company/
Where One and One Equals 100!
Brian Boyer and Barbara Lang are featured on the Building and Protecting Your Business Worth podcast to discuss marketing strategies and the integration of strategic planning, marketing, and organizational development.
Each partner contributes unique perspectives toward the shared objective of enhancing value for business owners and organizations.
During the podcast, they also highlight their Sales Accelerator Boot Camp program, which is designed to enable members to close more deals and better differentiate themselves in the marketplace.
The discussion addresses common challenges faced by organizations such as chambers of commerce, economic development groups, and nonprofits, along with practical solutions to these issues.
With extensive experience, the Lang Boyer Growth Solutions group specializes in supporting organizations and facilitating sustainable growth from within.
LangBoyer Growth Solutions
CREATING BUSINESS SUCCESS ON DETAILS!
Join Teodora Krantanska and me as we discuss the challenges of owning and growing a small company.
We addressed areas of focus in business, the significance, and the consequences of neglecting them.
One concern for many small business owners is the time a business absorbs from leisure time, and strategies to manage this issue.
Artificial intelligence (AI) presents a new challenge in learning how it can help businesses. As a company driven by software, Teodora discusses what AI means to her firm.
Listen and learn as the business owner shares ideas that have contributed to her firm's success.
Teodora Krantanska
JTM Seiko
MEP-FP Engineering Firm
mailto:teddykj.tk@gmail.com
203-224-8354
tjarzebiak@jtmseiko.com
Just His Excitement Will Get You New Business!
We enjoyed interviewing Brian on our podcast. Brian is very exciting, and he has great passion. Brian has a great background in marketing, communication, and business development.
What makes Brian unique is the price he puts on great relationships. He focused on his client's needs through personal knowledge of his clients.
With his innate ability to strategize and implement innovative solutions, Brian consistently finds opportunities that others may overlook, using his ability to craft impactful campaigns and drive measurable results. This forward-thinking approach enables him to foster meaningful relationships and pave the way for collaborative successes that fuel sustained growth and progress.
Brian Boyer
Managing Partner and CEO
860-960-7525
https://www.theboyergroupllc.com/
A Business Owner Committed to Exceptional Service and Effective Communication!
Romeo Belisle is committed to exceptional service and communication, defying the trend of declining client service and employee mentorship. With a background in the Navy, Romeo values quality above all. He discusses his unique approach to training employees and maintaining constant communication with clients. Romeo's mission is to ensure quality in all his businesses, enriching both end users and those around him.
Dan-Kar
192c New Boston st
Woburn, MA 01801 Map
(508) 916-8645 w
Creating Success by A Big Smile and A Great Positive Attitude
The podcast highlights Angela Gervino as an exceptional entrepreneur, emphasizing her positive attitude and inspirational presence. It mentions her talent and experience in scaling businesses, showcasing her determination to succeed and the uplifting energy she brings to those around her. Contact information for Angela Gervino and her company, Gervino Group, is also provided.
Contact Information
Angela Gervino
Gervino Group
1- 845 689 4054
Info@gervinogroup.com
Delivering Real World People Management Solutions!
Ken Somers, of Somers HR Solutions, LLC is an independent consultant dedicated to helping business leaders and their teams diagnose and solve the challenges of managing people. Ken is passionate about delivering “answers for the real world.”
In this episode we dive into areas of the management of people, building a key group, creating a path of “purpose”. We also discuss the “succession and transition” planning for business owners.
Ken explains who to use an “Optimization tool” to define the ideal person for the job, or the ideal type of person who has the greatest chance of success in a role or position. You can’t wing it when it comes to team building and culture; you need to take a data-driven, strategic approach. And that’s where talent optimization comes in.
Ken Somers
Somers HR Solutions
505-507-1207
The Secret to Success: A Leader's Passion and Loyalty
Join us as we discuss survival during covid, culture, AI, and the thought process of a successful business owner when considering transition of their business. John Dickson, owner of Frontline Production Media shares openly in these discussions.
In today's fast-paced business world, where strategic decisions often prioritize profit over people, tales of success rooted in passion and loyalty are both refreshing and inspiring. One such story is of a John Dickson, a leader whose dedication to his craft and unwavering loyalty to his team not only fueled tremendous success but also redefined the benchmarks of workplace culture.
Who We Are — Frontline Productions
Frontline Productions
107 Oakwood Drive
Glastonbury, CT 06033
60.657.81
Rekindle Your Career by Employing The “3.3 Rule!
In “The 3.3 Rule,” John Briggs, CPA, offers practical advice and real-life examples to inspire readers to reclaim their balance and well-being. John delves into strategies for setting boundaries, prioritizing personal health, and nurturing relationships that truly matter. With this book, you can discover how to achieve a fulfilling career without sacrificing your personal life, while also fostering a more productive and positive work environment for yourself and those around you. The 3.3 Rule: The New Workday Standard of Creating More by Working Less
**John Briggs, CPA
Incite Tax
38 W 13775 S suite 310
Draper, UT 84020
Phone: (801) 999-8295 Email: adminteam@incitetax.com
Located in Draper, UT
If so, you need to read “The 3.3 Rule-By John Briggs, CPA”
Maximizing Your LinkedIn Experience!
Bill McCormick Founder /Owner, Digi-Sales discusses the Social and value-centric way of using LinkedIn to develop quality contacts no matter what market you are prospecting in.
In this podcast we discuss some methodologies to get better outcomes from your effort when using LinkedIn.
Bill’s method is to build stronger relationships because connections build trust with you over time, the old, “know you, like you, and trust you”.
In this podcast Bill breaks down why most people struggle when using cold messaging techniques.
Bill explains the changes necessary to make when prospecting on LinkedIn to start getting appointments booked more consistently,
Added material
My LinkedIn Profile:
https://www.linkedin.com/in/billmccormick/
Schedule a 30-minute Conversation with Bill: https://calendly.com/bill-mccormick/30-minute-conversation-clone
Information on The All Selling Is Social Podcast:
https://www.digisalesny.com/podcastappearance
| Bill McCormick
Founder/Owner, Digi-Sales
Learn how to utilize social selling the right way! 518.598.9625
Staying with Business Basics and Thriving!
Brian Donahue is the founder and President of DMI. A successful company that wholesales Life insurance and Annuity products to Financial Advisors around the country.
DMI is known for its great culture, consistent and great service. Staffed with long-time employees, DMI is a model of what service to customers should be.
In this day of inferior performance in servicing the public, DMI is the “Trader Joe’s and Costco’s” of the small business arena.
Learn how Brian Donahue has steered the ship and created a great culture with his business. Brian is the first person to recognize that DMI’s success is all about the people that support the organization.
Brian Donahue
DMI MARKETING
Dmi.com
50 Derby St STE 250, Hingham, MA 02043
800.322.6342
Rich Pavano, CPA, owner of SKP Advisors, has helped hundreds of small and medium sized businesses focus on their financial futures.
We discuss many of the strategies that have helped SKP Advisors to be the place to go as tax advisors and accountant professionals.
Rich is extremely passionate about what he does, and it shows in the way he works with his team and clients. A professional in every sense.
Phone 203- 933 -1679
admin@skpadvisors.com
https://skpadvisors.com/services/
47 Middletown Ave
North Haven, Ct 06473
The Question! How Will You Build Wealth Through Your Business?
This is a question that very few business owners actually ask themselves when they buy or start a business. But it’s a critical question and it certainly can change as time goes on as the business changes, but it does create a focus for the business owner as to how they will build their wealth.
Business owners don’t enter the entrepreneurial world to have a place to go, a position, and a salary. They become entrepreneurs for the purpose of building wealth for the future. It’s a legitimate question to ask.
Today. I’m gonna cover the two ways of creating wealth with an option of a third way.
Thomas J. Perrone, CLU, CIC
New England Consulting Group of Guilford, Inc.
203 530 6615
The Elephant In The Room
The Four Major Causes Of A Business Failure!
Tom discusses the four major causes of a business failure and the fact that many business owners, large and small don’t spend time planning for.
tperrone@necgginc.com
TOMS BLOG: www.yourbusinessworth.com
CELL: 203 530 6615
Creative Non-Traditional Planning To Help Lower Taxes and Increase Net Worth!
David Taylor of Taylor Foley Law firm shared with us some of his untique planning strategies to help business owners lessen their tax exposure will increasing their net worth.
David’s firm is not the traditional law firm, when approaching tax planning. His planning strategies are holistic and deep. His goal is to maximize the yield by reducing the transactional costs and taxes. By doing this the companies value will increase the future multiples.
David’s expression is “We are aggressive in result but conservative in approach”.
The firm's Annual and Capital Tax Mitigation service reviews with clients on an ongoing basis to stay ahead of the tax issues. He also discusses his Annual Tax Mitigation system which is a planning system throughout the calendar year with the advisors of the firms he works with. This is a collaborative effort, and one that puts the client in a better tax position than in the past.
Listen as David discusses the many differences in his practice and how he uses his creativity to help in the tax planning area, and the planning area in general.
David Glenn Taylor, LL.M.
Taylor Foley LLC
171 Chruch St- Suite 330
Charleston, South Carolina 29401
(P)843-723-2000 (f) 843-723-2013
“Unlocking Your Business Wealth?
Brian is a specialist in business growth. He is extremely passionate about helping business owners build wealth in their business so they can become financially independent in the future and enjoy the lifestyle financial freedom brings.
Many business owners run their business with the focus on personal income, and the freedom of time.
However, the business can also be a valuable financial asset worth much more than the salary being earned. Business wealth is an asset that can create financial independence for the business owner.
Many business owners also put too much wealth in their business and when they wish to use this equity find it difficult to get out, or extremely expensive to get out. In many cases, it can be lost due to the market and elements of the business environment.
In this book, Brian discusses the building of business wealth and the opportunities it creates. Each chapter is a steppingstone to create business wealth.
A great short read, and necessary if you are an entrepreneur.
Brian discusses parts of the book, how it will help you grow your business and help you to avoid the traps that you may experience in your business life.
To Contact Brian:
860) 303-8929 mobile
Email Brian: bkerrigan@taylorfoleylaw.com to schedule a complimentary consultation to discuss your results and lay the foundation for your future success. Remember, the first step is often the hardest, but it's the only way to reach the top.
Resources & Social Media Business Growth and Exit Newsletter
https://www.linkedin.com/newsletters/7043985330160459776/
Value Builder
https://valuebuilder.com/
Mindshop
https://web.mindshop.com/
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