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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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Mar 26, 2020

This week on Trusted Counsel’s podcast show In Process: Conversations about Business in the 21st Century, Managing Partner, Evelyn Ashley and Partner John Monahon speak with Alan McKeon, President and CEO of Alexander Babbage. Fifteen years ago McKeon bought a market research company focused on shopping centers. Shortly thereafter, he recognized an opportunity for growth and embarked on the company’s first strategic business transformation. In the following years, he has successfully led Alexander Babbage through two more business transformations and has consistently grown his cash flow funded company.

During the course of the podcast, C-level executives will learn about:

  • What external factors led Alexander Babbage, a location-based analytics firm to go through three business transformations
  • Tips to quickly get employees onboard with business transformation
  • Key performance indicators that Alexander Babbage used to measure success for their business transformations
  • How to lead a successful business transformation

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. Did you enjoy this podcast episode? Please give a review, this will help our show be found by other people.

Do you have any questions about this episode or any other episode that you have listened to? Please email Trusted Counsel at inprocess@trusted-counsel.com and mention podcast show. We will respond to you promptly.

About Alexander Babbage

Alexander Babbage is a location-based analytics firm specializing in physical destinations that uses advanced geo-fencing technology and mobile signals to understand their actual visitors. For example, shoppers at a shopping center or visitors to a museum. This approach supports asset leasing and marketing decisions by providing insights into where customers are coming from, their demographics, frequency, dwell time, retail preferences and behaviors. Studying over 100 million consumers the company measures market penetration for destination clients and their competitors all without installing any equipment or invading consumer privacy.

Learn more about leading a business transformation by streaming the conversation in its entirety in the player below or download it to your mobile device via iTunes. Don’t miss a single episode, subscribe to our show “In Process Podcast” on iTunes to receive this episode as well as future episodes to your smartphone.

About Trusted Counsel

Trusted Counsel provides seasoned, practical and confidential legal services for businesses. We are a corporate and intellectual property law firm dedicated to serving the unique needs of companies, investors and legal departments. Our focus is to guide and empower you with exceptional legal counsel, knowledge and tools that lead to practical, informed business decisions. The right counsel makes all the difference. For more information, visit www.trusted-counsel.com or follow Trusted Counsel on LinkedIn or Twitter @TCInProcess.

Jan 30, 2020

This week on Trusted Counsel’s podcast show “In Process: Conversations about Business in the 21st Century,” we interview Dan Drechel, Senior Vice President of BIP Capital, a venture capital firm based in Atlanta about his experience as the lead investor overseeing Saas, fintech, and devtools investments and in business transformations as an actual operator.

Dan was part of a successful transformation during the dotcom boom era. In 1998, he interviewed for the Chief Operating Officer position at Security First Network Bank, a relatively new bank founded in 1994. Security First Network Bank was actually the first internet bank worldwide. During the interview, he learned the bank was in the process of a transformation and the COO would take the lead.

Why did Security First Network Bank leadership make this decision after a mere four years in business? According to Dan, the bank was doing well at attracting deposits but lousy as a lender. With little revenues and stiff competition including large banking institutions such as Citibank and SunTrust, the bank concluded it had to transform from a financial institution to a technology company. In 1998, with the lead by wholly owned subsidiary Security First Technologies, Security First Network Bank was sold to the Royal Bank of Canada. In 1999 Security First Technologies was rebranded to S1.

Listen to Dan’s podcast interview to better understand what businesses need to think about to grow to the next level, the best way to deliver the “transformation” message to your team, important metrics to measure and more.

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

  • Leading indicators that a business might have to undergo a business transformation
  • Key areas business transformations often focus on
  • Why a business transformation may not go well
  • Preparing for a capital-enabled business transformation

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. Did you enjoy this podcast episode? Please give a review, this will help our show be found by other people.

Do you have any questions about this episode or any other episode that you have listened to? Please email Trusted Counsel at ldecker@trusted-counsel.com and mention podcast show. We will respond to you promptly.

About BIP Capital
BIP Capital is recognized as one of the most active and successful venture investors in the Southeast, serving entrepreneurs, investors and operators to grow the emerging company ecosystem. It applies experience and process to make investment decisions and operational recommendations, allowing its portfolio companies to achieve and stay on a glide path of growth. Areas of focus include Enterprise SaaS, Healthcare IT, Digital Media, Dev Tools, Infrastructure, FinTech and MarTech. For more information, visit www.bip-capital.com or follow BIP Capital on LinkedIn or Twitter @BIPCapital.

About Trusted Counsel

Trusted Counsel provides seasoned, practical and confidential legal services for businesses. We are a corporate and intellectual property law firm dedicated to serving the unique needs of companies, investors and legal departments. Our focus is to guide and empower you with exceptional legal counsel, knowledge and tools that lead to practical, informed business decisions. The right counsel makes all the difference. For more information, visit www.trusted-counsel.com or follow Trusted Counsel on LinkedIn or Twitter @TCInProcess.

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.

Dec 11, 2018

In this special holiday episode, number 84, Trusted Counsel’s Evelyn Ashley and John Monahon spoke to Ryan Kenny, inventor of The Christmas Tree Hugger, a seasonal holiday product that he invented in 2016. In addition, podcast co-host John happens to be the business partner of Ryan Kenny! The Christmas Tree Hugger makes artificial trees look more festive, fun and real. The product comes in several holiday-inspired designs and is simply wrapped around the bottom of any fake tree.

This is a very inspiring interview with entrepreneur Ryan Kenny and a must listen to interview for any entrepreneur that is seeking to take their invention on television in front of thousands of viewers.

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

  • Ryan’s strategy for getting retail buyers to talk to him on the phone
  • The insider’s view on the various stages that contestants need to go through in order to get selected to appear on Shark Tank
  • How Ryan prepared for the actual filming of Shark Tank
  • The real reason why Ryan went on Shark Tank  
  • The after-Shark Tank update, where you can find his product now!

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. Did you enjoy this episode? Are you a regular Trusted Counsel podcast listener? We want to hear from you! Share your thoughts on the podcast or call out your favorite episode by leaving us a rating on iTunes. It takes less than five minutes, but can significantly impact future programming.

Interested in being a guest on our show? Email our show producers at inprocess@trusted-counsel.com for more information.

Nov 1, 2018

In this episode, Trusted Counsel’s Evelyn Ashley and John Monahon spoke to Steve Teel, President and CEO of ServiceCentral. ServiceCentral has gone through two acquisitions; the first in 2005, the second in 2017. As a result, their employee base has grown by 30% and the company has increased revenue by 50% (some of which is attributed to the joint venture opportunities their software enabled). Steve said, “we’re getting a lot of traction in the industry that I didn’t think we would’ve had, had we not done the deal.”

About ServiceCentral

The company was founded in 1991 and is a private company. The company provides web-based reverse logistics, service and repair management software solutions to companies to transform the after-sales service of product into a profit stream.    

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

  • How ServiceCentral found the businesses it decided to acquire
  • The proactive steps that ServiceCentral took to address cultural differences post-acquisition
  • Questions every founder and or CEO needs to ask prior to considering an acquisition
  • Sage wisdom to listeners considering an acquisition
  • Where Steve sees ServiceCentral going in the next few years

Read our blog post and the transcription from this episode by visiting our website www.trusted-counsel.com and clicking on BLOG (episode 83).

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. Did you enjoy this episode? Are you a regular Trusted Counsel podcast listener? We want to hear from you! Share your thoughts on the podcast or call out your favorite episode by leaving us a rating on iTunes. It takes less than five minutes, but can significantly impact future programming.

Interested in being a guest on our show? Email our show producers at inprocess@trusted-counsel.com for more information.

Oct 18, 2018

In this episode, Trusted Counsel’s Evelyn Ashley and John Monahon speak to Jack Berlin, CEO of a technology company called Accusoft. Accusoft is a leading document and imaging software company based in Tampa, Florida. It was founded in 1991 as Pegasus Imaging Corporation. It’s a privately held company that has grown to approximately 160 employees. Having gone through several acquisitions, the company now provides a wide array of technology solutions to developers worldwide.

 

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

  • The acquisition challenges that Accusoft faced
  • Lessons learned from three deals that actually never closed
  • Accusoft’s strategy for finding businesses to acquire
  • Accusoft’s communication strategy regarding employee change management

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. Did you enjoy this episode? Are you a regular Trusted Counsel podcast listener? We want to hear from you! Share your thoughts on the podcast or call out your favorite episode by leaving us a rating on iTunes. It takes less than five minutes, but can significantly impact future programming. Interested in being a guest on our show? Email our show producers at inprocess@trusted-counsel.com for more information. 

Oct 4, 2018

In this episode, Trusted Counsel’s Evelyn Ashley and John Monahon speak to Senior Counsel, Tom Wardell who joined the firm in early 2018. Additionally, Tom was president and CEO of Versyss from 1988 to 1993. Versyss was a provider of computer systems for small businesses and based in Boston and Los Angeles. It was the largest provider in the United States for the physician practice and credit union industries and one of the top-three providers for the construction and building-supply industry. Tom’s experience with buying and selling Versyss gives him unique insight and practical understanding of our clients’ businesses and the operating problems and issues they face. We’re pleased to share with you our in-depth interview with Tom Wardell.

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

  • The biggest challenges Tom faced when he bought the business
  • What prompted him to start wearing bow ties (it started when he bought the business!)
  • How he got the business out of the black in 60 days
  • Advice for CEOs or first-time entrepreneurs looking to sell a business

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. Did you enjoy this episode? Are you a regular Trusted Counsel podcast listener? We want to hear from you! Share your thoughts on the podcast or call out your favorite episode by leaving us a rating on iTunes. It takes less than five minutes, but can significantly impact future programming. Interested in being a guest on our show? Email our show producers at inprocess@trusted-counsel.com for more information.

Sep 19, 2018

Trusted Counsel’s Evelyn Ashley and John Monahon speak to Susan Grossman of Rainlight, a boutique product design studio in London and Los Angeles. Rainlight’s talented team of industrial designers create products in all areas of architecture and design that include,; carpeting, lighting, furniture, and very technical curtain wall systems. Despite being a small team of six employees, Susan’s passion for product design and vision, along with her partner’s talent for creativity, has propelled the international practice of Rainlight to have clients in Europe, Asia, and North America. Susan explained to us during the interview, “We’re part lab, part workshop and part studio.” 

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

  • About Susan and her background (which is not in architecture nor design)
  • Rainlight's approach to working with clients in terms of "the process" for product design
  • Susan's biggest challenge with running a business
  • Rainlight's business priority of the year
  • Susan's words of wisdom for show listeners
Sep 6, 2018

Trusted Counsel’s Evelyn Ashley and John Monahon speak to Liz Harvey, CEO of Island Windjammers. Island Windjammers provides cruises in the Eastern Caribbean to seasoned travelers who’d likely gawk at the idea of booking a trip aboard an overcrowded massive cruise line where the activity of choice is rock climbing on the massive wall on the deck. Instead, guests on any of the three Island Windjammer’s ships; the Diamant, Sagitta, or the Vela, happily spend their recreational dollars for the experience of smaller sailing ships (10 – 26 guests), visits to smaller islands in the Caribbean, exploring quaint villages, and having more typical ship activities such as snorkeling and hikes. 

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

  • What led Liz Harvey to form Island Windjammers
  • Her best tactic for marketing the business
  • How she’s able to manage her team virtually from the United States
  • Her experience with fundraising and taking advantage of Rule 506(c)
  • How she managed to solidify her business when 2017 hurricanes hit hard and nearly decimated her ships and the business

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? Are you a regular Trusted Counsel podcast listener? We want to hear from you! Share your thoughts on the podcast or call out your favorite episode by leaving us a rating on iTunes. It takes less than five minutes, but can significantly impact future programming. Interested in being a guest on our show? Email our show producers at inprocess@trusted-counsel.com for more information.

Aug 23, 2018

If you are a U.S. business providing goods or services to individuals and businesses in the EU, then you shouldn’t delay in undergoing a thorough review of how you access, store and use data.

In this podcast episode of In Process: Conversations About Businesses in the 21st Century, Trusted Counsel’s Evelyn Ashley and John Monahon speak to Michael Jones, Attorney at Trusted Counsel whose practice specializes in privacy, compliance and technology licensing. Michael discusses the latest developments in easy to understand terminology regarding the EU General Data Protection Regulation (GDPR), the California Consumer Privacy Act (CCPA) and data privacy in the United States.

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

  • The difference between the GDPR and the CCPA
  • What questions businesses should be asking themselves regarding the GDPR
  • Internal steps a business should take right now to become compliant

 

  • Expert legal advice for organizations that are reviewing their data privacy policies and procedures and their compliance risks
  • Commentary regarding the future of data privacy in the U.S.

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. Did you enjoy this episode? Please give us a review and share this episode with anyone that you know might benefit from this episode.

Aug 9, 2018

In this first episode of a new series titled “Pithy Conversations with CEOs,” Trusted Counsel’s Evelyn Ashley and John Monahon speak to Moira Vetter, CEO and Founder of Modo Modo Agency, an award winning creative marketing firm with deep experience in B2B and complex go-to-market challenges.

Moira is a weekly contributor of Forbes and the author of AdVenture, An Outsider’s Inside View of Getting an Entrepreneur to Market. She is a past president of American Marketing Association, a founding member of a social change action tank, and she serves on Zoo Atlanta Leadership Council.

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

  • What led Moira to form Modo Modo
  • Why Modo Modo's company culture of high performance works
  • What's changing in the CEOs role as she approaches a milestone birthday
  • Her aggressive plans to grow the agency
  • Moira's advice for new CEOs

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 the episode. Interested in being a guest on our show? Email our show producers at inprocess@trusted-counsel.com for more information.

Jul 26, 2018

This week on In Process: Conversations about Business in the 21st Century,(Trusted Counsel’s bi-weekly podcast show) hosts Evelyn Ashley and John Monahon of Trusted Counsel are joined by Jonathan David Lewis, a branding and strategist expert and the author of Brand VS Wild: Building Resilient Brands for Harsh Business Environments.

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

  • What prompted Lewis to write a book
  • Discussion of “the new economy”
  • Commentary regarding disruption in organizations
  • How to find your focus at work

Stream the conversation in its entirety in the player below, or download it to your mobile device via iTunes. Don't miss a single episode, subscribe to our show "In Process Podcast" on iTunes to receive this episode as well as future episodes to your smartphone.

Did you enjoy this podcast? Please give us a review and share with one or two people you feel would benefit from this episode. Want to be featured on our show? Email us at inprocess@trusted-counsel.com

Jul 12, 2018

This week on Trusted Counsel’s podcast show “In Process: Conversations about Business in the 21st Century,” we interview Judith Glick-Smith, Ph.D. She is the author of Flow-Based Leadership: What the Best Firefighters Could Teach You About Leadership and Making Hard Decisions. She is also the founder and CEO of MentorFactor, Inc. and is the Executive Director of The Center for Flow-based Leadership. She is a recognized expert on flow-based decision making and flow-based leadership.

“Flow promotes productivity and people who are able to work in flow are five times more productive,” she says. “Flow is that feeling you get when you’re doing what you love. You kind of lose your sense of time. You’re concentrating on the task at hand, to the exclusion of everything else around you, some people call it being in the zone, it’s the same thing.”

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

  • The concept of flow and why it's so important
  • Characteristics of flow
  • The idea of making better leadership decisions when you and your team are in a flow state
  • What you can do right now to maximize your flow state

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. Would you like to be a guest on our show? Email us at inprocess@trusted-counsel.com

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