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In Process Podcast

In Process: Conversations about Business in the 21st Century is presented by Trusted Counsel. Business involves constant change and challenges. In Process brings you weekly conversations with business experts on topics to provide new ideas, tools and techniques to help you and your business grow and succeed.
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Now displaying: 2019
Oct 10, 2019

This week on “In Process: Conversations about Business in the 21st Century,” we continue our third annual series of podcast episodes dedicated to the topic of preparing to sell your business.

In our final installment of our six-part podcast series, Managing Partner, Evelyn Ashley of Trusted Counsel and Partner, John Monahon, speak with Michael Levy, Partner-in-charge of Aprio’s Transaction Advisory Services practice and Yelena Epova, Partner-in-Charge of Aprio’s International Services Practice about financial and tax considerations. Aprio is Georgia’s largest full-service CPA-led advisory firm.

For this series of podcast episodes, Trusted Counsel has united with GrowthPoint Technology Partners, Wilmington Trust, Aprio, Xcentric which sold to Right Networks, and OnBoard Security which sold to Qualcomm. Is Your Business Ready to Sell?” For more information, and to download our free e-book, visit our virtual event happening now at www.preppingtheprincess.com.

During the course of the podcast, entrepreneurs, business owners and C-level executives will learn about:

  • The current state of the M&A market
  • The CPA’s role in due diligence
  • Importance of an audit and other financial reports
  • Missed opportunities
  • Pros and cons of earn-outs

Don’t miss a single episode of our podcast show! Subscribe to our show In Process Podcast on iTunes and now on Google Play to receive this episode as well as future episodes to your smartphone. Ask your questions or share your feedback at inprocess@trusted-counsel.com. Connect with Trusted Counsel on Twitter @InProcess and connect with Trusted Counsel on LinkedIn.

About Trusted Counsel

Trusted Counsel (Ashley), LLC provides seasoned, practical and confidential legal services for businesses. Based in Atlanta, Georgia this corporate and intellectual property law firm is dedicated to serving the unique needs of companies, investors and legal departments. Trusted Counsel’s attorneys make a difference. Their focus is to guide and empower clients with exceptional legal counsel, knowledge and tools that lead to practical, informed business decisions. Trusted Counsel’s Managing Partner Evelyn Ashley and Partner John Monahon co-host “In Process: Conversations about Business in the 21st Century,” a podcast where national guests are interviewed on emerging business trends, ideas and techniques. Visit trusted-counsel.com for more information.

Did you enjoy this episode? Please share with someone who might benefit from listening and kindly give us a review.

Oct 3, 2019

This week on “In Process: Conversations about Business in the 21st Century,” we continue our third annual series of podcast episodes dedicated to the topic of preparing to sell your business.

In this fifth installment of our six-part podcast series, Managing Partner, Evelyn Ashley of Trusted Counsel and Partner, John Monahon, speak with Alvina Lo, Chief Wealth Strategist of Wilmington Trust. She oversees the wealth planning, strategic advice, and thought leadership services for Wilmington Trust’s fast-growing wealth advisory division. Wilmington Trust is a premier provider of wealth and institutional services for M&T Bank, one of the most financially sound and successful companies in the U.S. financial services industry.

Many entrepreneurs and business leaders tend to put off thinking about selling their business, and what will happen to their assets without them, until it’s too late. The results of not planning ahead of time are often felt by families as well as business partners. From freezing assets to maintaining life insurance policies on key partners, there are many ways to protect a business that needs to be part of the conversation. Listen to this very informative conversation about estate planning and your business.

For this series of podcast episodes, Trusted Counsel has united with GrowthPoint Technology Partners, Wilmington Trust, Aprio, Xcentric which sold to Right Networks, and OnBoard Security which sold to Qualcomm. Is Your Business Ready to Sell?” For more information, and to download our free e-book, visit our virtual event happening now at www.preppingtheprincess.com.

During the course of the podcast, entrepreneurs, business owners and C-level executives will learn about:

  • Wilmington Trust
  • Estate planning strategies with respect to recent tax reform
  • Business transition planning
  • Modern trust law

Don’t miss a single episode of our podcast show! Subscribe to our show In Process Podcast on iTunes and now on Google Play to receive this episode as well as future episodes to your smartphone. Ask your questions or share your feedback at inprocess@trusted-counsel.com. Connect with Trusted Counsel on Twitter @InProcess and connect with Trusted Counsel on LinkedIn.

About Trusted Counsel

Trusted Counsel (Ashley), LLC provides seasoned, practical and confidential legal services for businesses. Based in Atlanta, Georgia this corporate and intellectual property law firm is dedicated to serving the unique needs of companies, investors and legal departments. Trusted Counsel’s attorneys make a difference. Their focus is to guide and empower clients with exceptional legal counsel, knowledge and tools that lead to practical, informed business decisions. Trusted Counsel’s Managing Partner Evelyn Ashley and Partner John Monahon co-host “In Process: Conversations about Business in the 21st Century,” a podcast where national guests are interviewed on emerging business trends, ideas and techniques. Visit trusted-counsel.com for more information.

Did you enjoy this episode? Please share with someone who might benefit from listening and kindly give us a review.

Sep 26, 2019

This week on “In Process: Conversations about Business in the 21st Century,” we continue our third annual series of podcast episodes dedicated to the topic of preparing to sell your business.

In this fourth installment of our six-part podcast series, Partner, John Monahon of Trusted Counsel speaks with firm colleagues Partner, Allen Bradley and Attorney Valerie Barton regarding the legal side of selling a business. Trusted Counsel has led numerous businesses through the exit process and this interview provides very practical advice on what business owners need to do now to prepare legally to get their legal house in order, before an exit.

For this series of podcast episodes, Trusted Counsel has united with GrowthPoint Technology Partners, Wilmington Trust, Aprio, Xcentric which sold to Right Networks, and OnBoard Security which sold to Qualcomm. Is Your Business Ready to Sell?” For more information, and to download our free e-book, visit our virtual event happening now at www.preppingtheprincess.com.

During the course of the podcast, entrepreneurs, business owners and C-level executives will learn about:

  • The importance of paying attention to contracts
  • Tax issues to understand when preparing to sell a business
  • The importance of having a team of advisors
  • The letter of intent
  • The difference between a stock versus an asset sale

Don’t miss a single episode of our podcast show! Subscribe to our show In Process Podcast on iTunes and now on Google Play to receive this episode as well as future episodes to your smartphone. Ask your questions or share your feedback at inprocess@trusted-counsel.com. Connect with Trusted Counsel on Twitter @InProcess and connect with Trusted Counsel on LinkedIn.

About Trusted Counsel

Trusted Counsel (Ashley), LLC provides seasoned, practical and confidential legal services for businesses. Based in Atlanta, Georgia this corporate and intellectual property law firm is dedicated to serving the unique needs of companies, investors and legal departments. Trusted Counsel’s attorneys make a difference. Their focus is to guide and empower clients with exceptional legal counsel, knowledge and tools that lead to practical, informed business decisions. Trusted Counsel’s Managing Partner Evelyn Ashley and Partner John Monahon co-host “In Process: Conversations about Business in the 21st Century,” a podcast where national guests are interviewed on emerging business trends, ideas and techniques. Visit trusted-counsel.com for more information.

Did you enjoy this episode? Please share this episode with someone who might benefit from listening and kindly give us a review.

Sep 19, 2019

This week on “In Process: Conversations about Business in the 21st Century,” we continue our third annual series of podcast episodes dedicated to the topic of preparing to sell your business.

In this third installment of our six-part podcast series, Partner, John Monahon of Trusted Counsel speaks with Massachusetts Executive, Peter Paglia. Paglia led two businesses through the exit process in the 2000s. He is the former President and CEO of Azimuth Systems that was acquired by Anritsu, a Japanese public company in 2016. He is also the former COO and Chief Revenue Officer of OnBoard Security, Inc., a top cyber security solutions provider for automotive and IoT organizations. He led the sale of OnBoard Security, Inc. to Qualcomm Technologies Inc. (QTI) in 2019.

For this series of podcast episodes, Trusted Counsel has united with GrowthPoint Technology Partners, Wilmington Trust, Aprio, Xcentric which sold to Right Networks, and OnBoard Security which sold to Qualcomm. Is Your Business Ready to Sell? For more information, and to download our free e-book, visit our virtual event happening now at www.preppingtheprincess.com.

During the course of the podcast, entrepreneurs, business owners and C-level executives will learn about:

  • Paglia’s early career and background
  • How Paglia rose the ranks to become an executive
  • Key factors that led him to decide to sell two business
  • Preparing the businesses for sale
  • Lessons learned

Don’t miss a single episode of our podcast show. Subscribe to our show In Process Podcast on iTunes and now on Google Play to receive this episode as well as future episodes to your smartphone.

Ask your questions or share your feedback at inprocess@trusted-counsel.com. Connect with Trusted Counsel on Twitter @InProcess and connect with Trusted Counsel on LinkedIn.

About Trusted Counsel

Trusted Counsel (Ashley), LLC provides seasoned, practical and confidential legal services for businesses. Based in Atlanta, Georgia this corporate and intellectual property law firm is dedicated to serving the unique needs of companies, investors and legal departments. Trusted Counsel’s attorneys make a difference. Their focus is to guide and empower clients with exceptional legal counsel, knowledge and tools that lead to practical, informed business decisions. Trusted Counsel’s Managing Partner Evelyn Ashley and Partner John Monahon co-host “In Process: Conversations about Business in the 21st Century,” a podcast where national guests are interviewed on emerging business trends, ideas and techniques. Visit trusted-counsel.com for more information.

Sep 12, 2019

This week on “In Process: Conversations about Business in the 21st Century,” we continue our third annual series of podcast episodes dedicated to the topic of preparing to sell your business. According to a 2019 business trends study, 48% of business owners who want to sell have no exit strategy and many business owners are unprepared to sell.

In this second installment of our six-part podcast series, Managing Partner, Evelyn Ashley and John Monahon of Trusted Counsel speak with Trey James, co-founder and (former) CEO of Atlanta-based Xcentric, a managed network services company, that sold to Right Networks in 2017. Trey is also a technology thought leader to the accounting profession who is recognized as one of the 100 most influential people in the industry by Accounting Today. In this in-depth interview, he discusses the founding of Xcentric, the business model, and the industry externalities that eventually led him down the path to sell. Trey says, “what I learned in the end is that selling a business is just as energizing as growing a business because there’s a whole lot that happens after selling that can so much more interesting that what you’re doing in that business.”  

Today, the expanded Right Networks continues to offer Xcentric’s complete cloud solution and is accelerating the growth of their customer base while providing exceptional customer service. Overall, the acquisition was positively received by Xcentric employees and the customers.

For this series of podcast episodes, Trusted Counsel has united with GrowthPoint Technology Partners, Wilmington Trust, Aprio, Xcentric which sold to Right Networks, and OnBoard Security which sold to Qualcomm to prepare “Prepping the Princess for the Party: Is Your Business Ready to Sell?” For more information, and to download our free e-book, visit our virtual event happening now at www.preppingtheprincess.com.

During the course of the podcast, entrepreneurs, business owners and C-level executives will learn about:

  • The humble beginnings of Xcentric
  • What eventually lead James to decide to sell the business
  • Choosing the right investment banker
  • Lessons learned from selling a business
Aug 22, 2019

This week on “In Process: Conversations about Business in the 21st Century,” we begin our third annual series of podcast episodes dedicated to the topic of preparing to sell your business. According to a 2019 business trends study, 48% of business owners who want to sell have no exit strategy and many business owners are unprepared to sell.

In the first installment of our six-part podcast series, Managing Partner, Evelyn Ashley and Valerie Barton of Trusted Counsel speak with Vijay Rawat, the Managing Director GrowthPoint Technology Partners for his insight. GrowthPoint Technology Partners is a Silicon Valley based technology investment bank that provides financial and M&A advisory services to technology companies.

Trusted Counsel has united with GrowthPoint Technology Partners, Wilmington Trust, Aprio, Xcentric which sold to Right Networks, and OnBoard Security which sold to Qualcomm to prepare “Prepping the Princess for the Party: Is Your Business Ready to Sell?” For more information visit our virtual event at www.preppingtheprincess.com

During the course of the podcast, entrepreneurs, business owners and C-level executives will learn about:

  • How companies can ensure deal success
  • Factors that could impact M&A activity in the year ahead
  • The difference between a financial buyer and a strategic buyer
  • Factors that make a business sellable
  • Three categories of buyers along with challenges and opportunities for each
Jul 25, 2019

In this episode of In Process Podcast: Conversations about Business in the 21st Century, Trusted Counsel’s John Monahon talks with Trusted Counsel colleagues Allen Bradley and Valerie Barton about some of the most common legal mistakes they encounter on a regular basis and their thoughts on how to avoid them. In Monahon’s view, there is a recognition element that entrepreneurs sometimes miss. For example, not putting restrictive covenants on employees of your organization, or not protecting your intellectual property. In this episode, we’ll help you understand the ways in which the law is a tool that can help you capture value and prevent costly problems (such as additional legal fees) down the road.

During the podcast CEO's, business owners, and C-level executives will learn:

  • Legal landmines to avoid
  • Ways to avoid paying large tax fees
  • Commonly confused legal terms

 

Jun 20, 2019

In this episode of In Process Podcast: Conversations about Business in the 21st Century, Trusted Counsel’s John Monahon speaks with Marty Schultz, a successful technology entrepreneur with a background in software engineering about an app development company he founded in 2014 called Blindfold Games. “The idea came out of an after-school program I was teaching at my daughters’ school for kids in the app club,” Marty told us. “The kids wanted to build a game, and I said okay, I’m willing to do the programming to build a game and show you how games are designed, but it has to be a game that’s really different than other games because if I’m programming, I want to do something interesting and different.” Today, more than 25,000 visually impaired people of all ages from around the world enjoy the wildly successful games of Blindfold Games.   

During the podcast CEOs, business owners, and C-level executives will learn:

  • How ideas become technology
  • Marty's process for research and testing for the new app
  • How a "hobby" company, can identify for profit business ideas 

Don’t miss a single episode of our podcast show. Subscribe to our show “In Process Podcast” on iTunes and now of Google Play to receive this episode as well as future episodes to your smartphone.

Did you enjoy this episode? Please share with one or two people that would benefit from listening. Interested in being a guest on our show? Email our show producers at inprocess@trusted-counsel.com for more information.

Jun 4, 2019

In this episode of In Process Podcast, Trusted Counsel speaks to former CEO/President of Xcentric, Trey James.

A little bit about Trey: He is a technology thought leader to the Accounting profession and he has been recognized as one of the "top 100 Most Influential People" in the accounting industry by Accounting today." 

In 2017, his Atlanta based company Xcentric was acquired by Right Networks and is now Right Networks. Right Networks is the leading provider of cloud-based accounting and business solutions for CPA firms, accounting professionals and small businesses. Xcentric is a leader in managed IT solutions for accounting firms. Today, the expanded Right Networks continues to offer Xcentric’s complete cloud solution AND is accelerating the growth of their customer base while providing exceptional customer services.

Listen to this fascinating interview of how Trey decided he wanted to sell, how he and his team made the business attractive for the sale, surprises he had along the way and more!   

May 10, 2019

In this episode of In Process Podcast: Conversations about Business in the 21st Century, Trusted Counsel’s Evelyn Ashley and John Monahon speak with Michael Jones, Attorney at Trusted Counsel  who has a strong background in business-oriented technology. In this episode, he explains trends in data privacy in the United States. Listen to the conversation and understand what is meant by “intentional data privacy.” A strong point emphasized in the podcast is as a business owner, you should assume your business must comply with the new regulation in California, the California Consumer Privacy Act (CCPA). According to Michael, “if you are in the business of data collection – and nearly all businesses today are – or if your business involves California residents, you most likely will need to comply.”  

During the course of the podcast CEOs, business owners, and C-level executives will learn:

  • The definition of the CCPA
  • Recommendations for best practices for your business on compliance
  • Understand what is mean by “intentional data privacy”
  • Final thoughts from Trusted Counsel on why every business should comply

Don’t miss a single episode of our podcast show. Subscribe to our show “In Process Podcast” on Apple Podcasts and on Google Play to receive this episode as well as future episodes to your smartphone.

Did you enjoy this episode? Please share with one or two people that would benefit from the episode. Interested in being a guest on our show? Email our show producers at inprocess@trusted-counsel.com for more information.

Mar 21, 2019

In this episode of In Process Podcast: Conversations about Business in the 21st Century, Trusted Counsel’s John Monahon and Valerie Barton speak to Dan Bradbary, Founder and Managing Partner of PMI Advisors. An accomplished entrepreneur, speaker and author, he has extensive experience with founding and selling various businesses. He founded PMI Advisors in 2017 upon recognizing the under-served needs of mid-market companies regarding post-merger integration. Since its founding, PMI Advisors has since become involved in the other phases of business management and operations ranging from business continuity planning, sale preparation, business process optimization and divestiture and carve out.  

During the course of the podcast CEOs, business owners, and C-level executives will learn:

  • The PMI Advisors process when assisting business owners looking to sell
  • What is meant by having an emergency operations plan
  • The difference between an advisory board versus a board of directors
  • Post-sale final thoughts

Don’t miss a single episode of our podcast show. Subscribe to our show “In Process Podcast” on Apple Podcasts and on Google Play to receive this episode as well as future episodes to your smartphone. Did you enjoy this episode? Please share with one or two people that would benefit from the episode. Interested in being a guest on our show? Email our show producers at inprocess@trusted-counsel.com for more information.

Feb 7, 2019

Trusted Counsel’s Evelyn Ashley and John Monahon speak to Erik Bush, CEO and Founder of Demand Driven Technologies (DD Tech). DD Tech was founded in 2011 and specializes in cloud-based supply chain software solutions. In 2018, the company was selected as a Venture Atlanta Presenting Company, the Southeast’s premier event for connecting technology innovation and investment capital.

In 2010, Bush retired from IBM after 31 years with the company, the majority in executive management roles. He told us during the podcast, “when I retired, I thought I might do something entrepreneurial, because I’ve always had the itch to go out and try my luck at that.” A year later, he started DD Tech. This was a fascinating interview as he shared a lot of insight about what it’s like to be a CEO and more!

During the course of the podcast CEOs, business owners, and C-level executives will learn:

  • What really led Bush to form DD Tech after he retired from IBM
  • DD Techs process for raising venture capital
  • Erik Bush’s sales lessons from his early days that has stuck with him over the years
  • KPI’s he follows closely every month
  • Pithy advice to new CEOs

Don’t miss a single episode of our podcast show. Subscribe to our show “In Process Podcast” on Apple Podcasts and on Google Play to receive this episode as well as future episodes to your smartphone. Did you enjoy this episode? Please share with one or two people that would benefit from the episode. Interested in being a guest on our show? Email our show producers at inprocess@trusted-counsel.com for more information.

Jan 10, 2019

Bluetooth, the Apple iPhone, Facebook, and 4G (the fourth generation of mobile telecommunications), are undoubtedly some of the most important inventions of the 21st century. Colossal ideas of the future that required some serious innovation processes to reach each of their respective launches. This is where end-to-end process comes in, according to innovation strategist Susan Reed. In other words, to reach launch quickly and effectively, organizations need to place decision and success metrics in front of their innovation processes in order succeed.    

In this episode of In Process: Conversations about Business in the 21st Century, hosts Evelyn Ashley and John Monahon of Trusted Counsel speak with strategist Susan Reed about innovation. Reed is the founder and CEO of EdgeDweller, which for 30 years has transformed organizations and individuals through front-end innovation practices that are powerful, practical and proven. She and the team at EdgeDweller have helped launch more than 150 products and services for 122 brands representing more than 25 industries. EdgeDweller specializes in creating high impact programs for corporations, strategic business units, nonprofits, individuals and small groups. Reed is passionately committed to driving up profitability while sustaining high growth through insightful analytics and intentional creativity.

During the Course of the podcast you will learn:

  • Safe disruptive thinking
  • Creative versus innovation
  • Genius thinking patterns
  • Innovation don'ts
  • Good starting points for effective innovation

Stream the conversation in the player below to learn more. You can also subscribe to InProcess Podcast on iTunes to receive this episode as well as future updates from the show on your smartphone.

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