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Curated Collection Of The Best Interviews From Our Gwinnett Studio

“TRANSFERRING BUSINESS TO THE NEXT GENERATION” with experts Stephanie Brun de Pontet & James Spratt, Jr. and hosts Adam Gaslowitz & Craig Frankel of Gaslowitz Frankel LLC

Adam Gaslowitz, Stephanie Brun de Pontet, Jim spratt, Craig Frankel

Adam Gaslowitz, Stephanie Brun de Pontet, Jim Spratt, Craig Frankel

When is the best time to engage in succession planning strategy? How do you prepare the next generation to take over management and leadership of the company? Are there specific situations where it is better for the business owner to consider selling the business instead of passing it on to the next generation? Are there any tax advantages of transferring the business to the next generation?

If you ever ask yourself these or similar questions, this episode of “Wealth Matters,” the radio show where we discuss the opportunities and challenges of preserving and managing wealth, is for you!

During this episode, attorneys Adam Gaslowitz and Craig Frankel lead a panel discussion with Stephanie Brun de Pontet of The Family Business Consulting Group and James D. Spratt, Jr. of The Bowden Spratt Law Firm, P.C. The topic of their discussion is “Transitioning Business to the Next Generation.”

photo 2ABOUT JIM SPRATT: As a partner/shareholder at The Bowden Spratt Law Firm, P.C., Jim focuses his practice on wealth transfer planning, business succession, and charitable giving. With his thirty plus years of experience in resolving trusts and estates matters, tax-related issues, and tax and probate controversies connected to trusts and estates. Jim is a member of the Atlanta Estate Planning Council, the Atlanta Bar Association, the State Bar of Georgia, the American Bar Association, and the United States Tax Court. He is a Fellow of the American College of Trust and Estate Counsel, and he is the current State Chair. He is also listed in the 2014-2015 edition of The Best Lawyers in America in the Trusts and Estates category. Jim is a current Trustee of The Georgia Federal Tax Conference and a Council Member of the RPTE Section. He is a frequent lecturer and panel member for continuing legal education programs.

photo 1ABOUT STEPHANIE BRUN DE PONTET: As a senior consultant of The Family Business Consulting Group, Inc., Stephanie specializes in advising family enterprises facing important transitions. She has extensive experience working with sibling teams and developing training programs to educate next-generation family members. A recognized expert on the topic of succession, Stephanie frequently collaborates with clients on establishing succession plans, drafting needed policies and governance structures, and building a framework for next-generation collaborations. Her work is driven by knowledge and experience from the fields of management, entrepreneurship, and psychology. In addition to her consulting work, Stephanie is a co-author of “Building a Successful Business Board” and “Siblings and the Family Business.” A regular contributor to thought leadership in the field, Stephanie is also the Executive Editor of the Family Business Advisor.

To view all episodes of “Wealth Matters,” visit this Pinterest board – click here

To watch the video introduction of our hosts – click here

To watch the video of this show – click here

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Jim Spratt
• website
• phone: 404-523-8337
• email:

Stephanie Brun de Pontet
• website
• phone: 678-773-1675
• email:


Gaslowitz Frankel LLC is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation, representing individuals, companies, banks, and fiduciaries in will, trust, and estate disputes; investor and financial advisor disputes; shareholder/partnership disputes; contract disputes; complex commercial disputes; and appeals.

Estate-related fiduciary litigation:
– Will Disputes
– Estate Disputes
– Trust Disputes
– Guardianships and Conservatorships
– Appeals
– Alternative Dispute Resolution

Business-related fiduciary litigation:
– Shareholder / Partnership Disputes
– Oppression of Minority Shareholders
– Conversion / Misappropriation of Corporate Assets
– Business Divorces

Securities and investment arbitration and litigation:
– Breach of Fiduciary Duty
– Churning, Excessive and Unauthorized Trading
– Unsuitable Investments
– Elder Financial Abuse
– Failure to Diversify Investments
– Failure to Supervise Brokers
– Improper and High Pressure Annuity Sales
– Private Placements and Limited Partnerships
– Non-traded REITS
– 401k, IRA, and other Pension / Retirement Abuse
– Ponzi Schemes and other Investment Frauds

OPEN FOR BUSINESS presented by the Gwinnett Chamber of Commerce

Mike Sammond, Kimberly Shupe, Bryan Howell, Andy Morgan

Mike Sammond, Kimberly Shupe, Bryan Howell, Andy Morgan

Kimberly Shupe/Fenski Automotive

Fenski Automotive Center is conveniently located and now celebrating 10 years at 1010 Peachtree Industrial  Boulevard in Sugar Hill. Since 2004, they have provided complete auto repair services on your domestic, Asian and  European vehicles with the goal of helping you keep them up to 300,000 worry-free miles as they are designed to do. They understand the value of preventive maintenance and their industry certified technicians strive to offer each customer a consultation they can trust. Fenski Automotive Center… Helping you LOVE  your vehicle much longer than your loan!

Bryan Howell/Parker Young Constructioin & Firestar

Complete disaster restoration from fire, water, storm and mold for homes and businesses in Georgia and the Southeast. Parker Young Construction and Firestar are the Gwinnett Chamber of Commerce’s July 2014  Business of the Month award winners.


Andy Morgan/The Morgan Law Group

The Morgan Law Group is a full service and transactional law firm providing legal counseling and support services to businesses and business owners primarily in the areas of corporate law, business law, and contracts.  Typical transactions would include business formation, drafting and negotiating transaction documents, agreements and contracts, deal structuring, private equity financing and business acquisitions and sales. The Morgan Law Group is the Gwinnett Chamber of Commerce’s August 2014 Small Business of the Month award winner.


Dr. Ron Perry with Gwinnett Urgent Care and Dr. Tara Perry with Suwanee Station Dentistry

Mike Sammond, Tara Perry, Ron Perry

Mike Sammond, Tara Perry, Ron Perry

Dr. Ron Perry/Gwinnett Urgent Care

???????????????????????????????Gwinnett Urgent Care is your ER alternative, run by Dr. Ronald Perry. Open Monday-Friday 8am to 8pm and 10-6 on Saturday and Sunday, they provide urgent pediatric and adult care for the Suwanee community. Gwinnett Urgent Care is proud of its modern, comfortable office in Suwanee, conveniently located on Peachtree Industrial Blvd.

Dr. Ron Perry is a board certified Emergency Room physician whose expert care is delivered with a gentle manner. The goal of Dr. Perry and his staff is to provide the most efficient, effective healthcare service for you and your loved ones. When you’re feeling ill and/or in pain, the last thing you want is to deal with uncomfortable and inferior service.
They also have a certified therapy dog (Ruckus) on site who many of our patients ask to see each time they return!

Dr. Tara Perry/Suwanee Station Dentistry

???????????????????????????????Suwanee Station Dentistry has been providing excellence in dental care to the Suwanee, Johns Creek and Duluth, GA communities for many years. Dr. Tara Perry is dedicated to patient care and comfort, and has the knowledge and experience you can trust with your family’s dental heath.

Our family-oriented office provides all aspects of general and restorative dentistry, including:

  • Cleanings and periodontal maintenance
  • Implants, crowns, and dentures
  • Pediatric dentistry
  • Cosmetic treatments including teeth bonding and teeth whitening
  • Sleep apnea treatment
  • TMJ/TMD therapy
  • Sedation dentistry



Justin Knott and Kelley Durfee with INTREPY

Mike Sammond, Justin Knott, Kelley Durfee, Trey Odum

Mike Sammond, Justin Knott, Kelley Durfee, Trey Odum

Justin Knott & Kelley Durfee/INTREPY

???????????????????????????????With the changing landscape of marketing, especially in the health care industry, many believe a more adaptive approach is necessary to generate new revenues for practices. INTREPY effectively harnesses a combination of referral marketing, social media, PR and philanthropy to improve on existing revenue streams in addition to creating new ones.

INTREPY varies from traditional healthcare marketing companies because they established relationships with general practice physicians to increase their client’s referral networks. When a family practice or internal medicine doctor choses a specialist in your field to refer to, they make sure you are the one they choose.

???????????????????????????????INTREPY offers its clients effective social media strategies to fit their needs and goals, not only increasing brand awareness and organic Google search results, but allowing providers to strategically target the perfect demographic for their practice in a highly interactive way.

While INTREPY is focused in the healthcare field, they offer their services to other facets of the business world. They believe their skills translate well to varying businesses/industries and social media is universal. They look forward to building a stronger, more lucrative business for you!

Gwinnett Business Expo Spotlighted on Trade Show Radio

On August 21, 2014, co-hosts Mike Sammond and Trey Odum were at the Gwinnett Center, broadcasting live at the Gwinnett Chamber Business Expo & Job Fair 2014.

Presented by the Gwinnett Medical Center, the 2014 Business Expo & Job Fair provided the ideal avenue to promote a company’s products and/or services. Beginning with the Chamber’s General Membership Meeting, intermingled with top-notch educational seminars and concluding with the largest Business After Hours of the year, the 2014 Business Expo & Job Fair was packed with opportunities to market an organization.

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