STRATEGIC INSIGHTS RADIO: Traditional and Alternative Funding for Small Business

Posted on June 18, 2015July 24, 2015

Tom Briggette, Thomas Rockwood, Vlad Rusz, Kevin Williams, Chris Williams

Welcome to Strategic Insights Radio presented by Sterling Rose Consulting Corp. This episode will discuss “Traditional and Alternative Funding Sources that Small Business Owners May Not Be Aware Of”.

KEVIN WILLIAMS/EXECUTIVE ADVANTAGE, INC.

Kevin Williams is the CEO of Executive Advantage, Inc. with a Master License to Personal Business Advisor, LLC (PBA). Kevin’s experience crosses the globe working with some of the largest retailers, professional sports teams, and other high profile institutions such as Noritsu and Kodak. He has extensive experience in sales, marketing, service and operational management.

Personal Business Advisors, based out of Texas, is a 13-year-old company conducting business domestically and internationally. PBA works with executives that are ready to move from the corporate world into entrepreneurialism, with franchises to grow its base through the hundreds of PBA Senior Advisors, and with start-up entities to find funding and executive support for desired growth.

Personal Business Advisors helps start-up companies find cash and C-level executives to launch their business. They also work with a large portfolio of franchises to bring the franchisor qualified franchisees. Working with experienced and highly successful candidates on a daily basis is their specialty.

CHRIS WILLIAMS/EXECUTIVE ADVANTAGE, INC.

Chris Williams is the COO of Executive Advantage, Inc. and a Senior Advisor for Personal Business Advisors. His background experience is in real estate, sales and consulting.

TOM BRIGGETTE/ROSEMONT CAPITAL SOLUTIONS

Tom Briggette, VP of Sales for Rosemont Capital Solutions, is an alternative lender for small businesses to medium sized businesses. Briggette began his lending career in 1993 with Transmedia Network, a pioneer in the advance purchase of future sales and receivables, known as today as Rewards Network. Leading a sales team of nearly 100, Briggette contracted with thousands of restaurants, facilitating millions of dollars in financing transactions. A few years later, as a former operating partner in the restaurant industry, Tom’s entrepreneurial spirit and passion for helping small business owners be successful brought him back to what he knows and loves best. Partnering with former colleagues at Pioneer Capital Group, Briggette founded Rosemont Capital Solutions in 2014.

Rosemont Capital Solutions helps small business owners secure the financing they need to grow or improve their business. They help clients who are unable to secure banks loans by helping them secure access to capital via: bridge and short term financing, ability to establish a line of credit, or asset based loans through purchase order, invoice, equipment, or inventory factoring.

THOMAS ROCKWOOD/BRAND BANK

Thomas Rockwood, an SBA and USDA Lending Business Development Officer and Government Guaranteed Lending Specialist with Brand Bank, has over 12 years of experience in Commercial Lending, Financial Assistance, Public Speaking, Sales, Banking, and Marketing. Rockwood’s specialties include SBA 7a, SBA 504 Commercial Real Estate, Owner Occupied and Partial Owner Occupied Commercial Real Estate, Non-Owner Occupied Investor Real Estate, Secured Lines of Credit tied to Commercial Property, Conventional Term Loans, USDA Guaranteed Loans, Business Purchases, Partner Buyouts, Equipment Finance, Franchise Start-ups, Commercial Real Estate Refinance and Acquisition, Business Acquisition Financing and Cash Management Products.

ABOUT “STRATEGIC INSIGHTS RADIO“

“Strategic Insights Radio” is intended to be an interactive radio show hosted by Sterling Rose Consulting Corp. Listeners can Tweet their questions for a live response on the radio to @sterling_rose1 or via @strategicradio. Also, suggestions on business topics that listeners would like to learn more about are welcome. Please send suggestions to info@sterlingroseconsultingcorp.com.

ABOUT STERLING ROSE CONSULTING CORP

Sterling Rose Consulting Corp.is a full-service marketing, financial & business consulting firm. They incorporate multi-channel and multi-vertical knowledge and best practices into targeted and actionable online and offline marketing, public relations, advertising, business consulting, business operations, business planning, market research, competitive intelligence, accounting, finance and growth strategies. Sterling Rose has successfully created and launched over 250 marketing plans, 500 investor ready business plans and 1,000 market/competitive research reports. 92% of their business plans have resulted in acquisitions of SBA, Angel, and Series A Factoring, among others.

BUSINESS MATTERS presented by Incentive Solutions

Posted on June 9, 2015June 9, 2015

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Luke Kreitner, Celeste Simmons, Steve Damerow

Luke Kreitner/Loyaltyworks

Loyaltyworks is a 35 year-old debt-free employee managed award winning technology firm based in Atlanta whose cloud based platform helps companies manage multiple employee and sales loyalty or incentive programs simultaneously. The company has 40 employees and has been awarded Inc 5000 and Best and Brightest Place to Work by National Association of Business Resources.

Getting maximum impact, Loyaltyworks creates and manages full-service incentive, loyalty and reward solutions that maximize the impact of the people and relationships that drive your business results.

Celeste Simmons/Big Social Marketing

Social marketing has changed the way companies do business. Big Social Marketing helps companies create daily content, post it, and then manage the responses.

There are lots of opportunities in social marketing that individuals and businesses should be using to get ahead, and stay ahead. If you want your company to be seen and heard, you have to be social. Social media is an indicator of what people are looking for, and what Google looks for as well. Your social marketing strategy will determine your business success, or its failure.

If you have not done much social media, then you need a social media campaign focused on getting your message or brand recognized. Big Social Marketing can help! They can manage many different social networks for you, and all without frustration. They make a focused plan for you, then make a schedule for updates, and start writing – with your brand as the focus! They create buzz for your brand with social media as the messenger.

About Incentive Solutions:

Steve Damerow, the host of “Business Matters“, is the founder and CEO of Incentive Solutions along with Loyaltyworks. He earned a MBA and Masters in Economics, that has helped him propel the respective incentive firms into the forefront of the loyalty industry.

“Technology making incentive rewards easier.”

Incentive Solutions is a 21-year-old debt-free, employee-managed incentive marketing agency that uses the “cloud” and mobile app’s to manage and communicate sales incentives to in-house employees, distributor/dealer/value added resellers utilizing 3 primary reward vehicles.

1. Group incentive travel and sales meetings
2. World’s largest online rewards mall
3. Choice of 155 retail gift cards or prepaid VISA debit cards

Incentive Solutions is an Inc. 5000 company, voted “Best & Brightest Place to Work Atlanta” two consecutive years, and BBB++ rated.

Bruce Sharp with BB&T and Ray Ramu with Saia, Inc.

Posted on June 4, 2015

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Mike Sammond, Bruce Sharp, Ray Ramu, Steven Julian

Bruce Sharp/BB&T

BB&T is a fast growing, full services financial institution that has been existence for over 140 years. The Bank reports assets of over $180 billion and is highly rated by the credit agencies. Although the organization is a significant regional company, the approach of its professionals is to lead with advice by meeting regularly with clients, face to face, in order to better understand their needs so solutions might be customized at the local level.

The Mission of the Bank is to make the world a better place by helping Clients achieve economic success and financial security, by providing an environment where their Associates can learn, grow and be fulfilled in their work, by helping their Communities be better places to live, and by generating a safe and sound investment for their Shareholders over the long-term. The Associates of the Bank cannot execute successfully on this mission without a strict adherence to the Bank’s core values, with the foundational values of Honesty and Integrity being integral to the success of the Bank since 1872.

The Commercial Team in Duluth serves business clients by assisting with capital formation, cash management, employee benefits, risk management, and personal banking/wealth management needs. Please contact one of the following team members—all of whom are located in Duluth, GA—for a consultation:

Bruce Sharp, Market President, 678-957-3814
Addam Taussig, Senior Vice President, 678-957-3798
Houston Bass, Senior Vice President, 678-957-3794
Blake Gober, Vice President, 678-957-3812
Preston Etheridge, Assistant Vice President, 770-813-2130

Ray Ramu/Saia, Inc.

Saia, Inc. (NASDAQ: SAIA), with 2014 revenues of $1.3 billion, offers customers a wide range of less-than-truckload, non-asset truckload, and logistic services through their three operating service groups – Saia LTL, Saia Logistics Services and LinkEx. The company operates 147 terminals in 34 states and is home to the industry-exclusive Customer Service Indicators and Xtreme Guarantee. With headquarters in Johns Creek, GA, Saia employs 9,000 people nationwide. In addition to its headquarters, Saia’s operations in Georgia include terminals in Athens, Augusta, Ellenwood and Savannah. The company has close to 1000 employees working at the five facilities.

Candace Williams with Hire Dynamics and Antony Kountouris with BMarko Structures

Posted on May 28, 2015

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Mike Sammond, Candace Williams, Antony Kountouris, Steven Julian

Candace Williams/Hire Dynamics

Hire Dynamics is the #1 Staffing Agency in Gwinnet and #2 in Atlanta. They believe that staffing is more than filling a position – it can make a difference for their clients’ business strategies and change the lives of the talent they place. Their commitment to putting their people first has helped them become an award-winning loyalty leader both locally and nationally.

Antony Kountouris/BMarko Structures

BMarko Structures is a shipping container modification company here in Atlanta. They convert containers into office buildings, rooftop bars, and even modular classrooms. If you are interested, you can find more about them here. They are also renting out container office space overlooking the Silverbacks stadium near spaghetti junction.

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WEALTH MATTERS: Structuring & Managing Investment Portfolios

Posted on May 27, 2015

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Bill Leonard, Robert Port, Craig Frankel, Lane Steinberger

On this episode of Wealth Matters, hosts Craig Frankel and Robert Port discuss the issues and challenges in structuring and managing an investment portfolio with their guests Bill Leonard and Lane Steinberger.

ABOUT BILL LEONARD

Bill Leonard, a partner at Taylor English Duma LLP, has over three decades of experience in litigation involving securities and investments, liability of directors, officers, managers, and partners of businesses, shareholder and member rights and fiduciary duties, accountant and auditor liability, law firm liability, and banking law. His experience includes class actions, lawsuits in federal and state courts in many different states, and arbitrations. Mr. Leonard is also a trained mediator and has served as an arbitrator for securities disputes. He conducts internal investigations into potential wrongdoing by officers, directors, and employees of corporations. He has represented officers, directors, accountants, brokers, and other professionals in investigations by the Securities and Exchange Commission (SEC), the New York Stock Exchange, the Commodities Futures Trading Commission, and the Department of Justice. He has represented investors, stockbrokers, and brokerage firms in lawsuits and FINRA arbitrations concerning stocks, bonds, and options.

Mr. Leonard has been counsel to parties in litigation involving insurance coverage, restrictive covenants, tax sharing agreements, mergers and acquisitions, computer software, and other business disputes. He has represented shareholders in asserting dissenters’ rights in connection with corporate mergers and asset sales. He has also handled fiduciary litigation in several contexts, such as the representation of employees in litigation against trustees and corporate sponsors of ERISA plans to recover benefits and for breach of fiduciary duty, waste, and conflicting interest transactions.

Mr. Leonard investigated and asserted claims as counsel to the Federal Deposit Insurance Corporation against directors, officers, and attorneys of failed financial institutions in several states. As counsel to the National Credit Union Administration, he headed the investigation and assertion of claims against directors, officers, and attorneys of two Massachusetts credit unions, including uncovering the largest real estate fraud in United States credit union history.

LinkedIn Profile: https://www.linkedin.com/pub/bill-leonard/1b/68a/916

LinkedIn Company Page: https://www.linkedin.com/company/taylor-english-duma-llp

ABOUT LANE STEINBERGER:

As chief investment officer, Lane Steinberger brings more than 20 years of experience in the world of finance and investing to Redwood Wealth Management. Lane also comes from a long line of entrepreneurs, including his grandfather and father, who owned a grocery store and furniture business in Statesville, N.C., that was established in the early 1900s

Lane’s path to Redwood started with Bank of America in Charlotte, N.C., advising clients on the foreign currency markets and derivative strategies, his first job after attending North Carolina State University. From there, it was on to international finance studies in Vienna, Austria, and Bangalore, India, as part of the University of South Carolina’s nationally ranked International MBA program.

He joined BellSouth in 2000, where he managed a $5 billion fixed income/bond portfolio for the company’s pension fund while also working as the fund’s asset allocation strategist, managing the asset allocation of the entire pension portfolio.

After BellSouth, Lane finally followed in the footsteps of his father and grandfather and started Alexander Investment Advisory, which later merged into Redwood.

Today, he holds both the Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ designations, a distinction shared by few advisors. He intends to be a lifelong student since he is now currently working towards a Doctorate in Business at Georgia State University.

He has also served as a board member and media/communications head of the CFA Society of Atlanta and volunteers on the budget and finance committee for the JF&CS charity.

As an avid traveler, Lane has been to more than 26 countries and 3 continents. He is an outdoor enthusiast and runner, finishing two marathons, one ultra-marathon and three Outward Bound/NOLS courses in Chile, Costa Rica and Canada.

Lane resides in Cumming and on the weekends you will most likely find him traveling to Dahlonega for a day hike or shopping at Whole Foods with his wife and two kids.

LinkedIn Profile: https://www.linkedin.com/in/lanesteinberger

LinkedIn Company Page: https://www.linkedin.com/company/redwood-wealth-management-llc

Facebook Page: https://www.facebook.com/RedwoodWealthManagement

ABOUT GASLOWITZ FRANKEL, LLC:

Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.

If you would like to listen to past episodes of “Wealth Matters’, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute

Twitter: https://twitter.com/EstateDispute

LinkedIn: https://www.linkedin.com/company/estatedispute

OPEN FOR BUSINESS presented by Gwinnett Chamber of Commerce

Posted on May 22, 2015

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Mark Butler, Dawn, Jeannie Moreiro, Michael Ehmke, Mike Sammond

Mark Butler, Dawn Poplawski, Jeannie Moreira, Michael Ehmke, Mike Sammond

Jeannie Moreira/Mosquito Squad of Duluth-Lawrenceville

Mosquito Squad, known as The Squad”, was recently recognized by Entrepreneur Magazine as one of the top franchises in the country and the only outdoor pest control organization to make the list. With more than 160 franchise locations nationwide, Mosquito Squad specializes in eliminating mosquitoes and adult ticks & fleas from outdoor living spaces, allowing individuals to enjoy their yards, outdoor living spaces, special events and green spaces.

Mosquito Squad of Duluth-Lawrenceville is locally owned and operated by Jeannie Moreira. Focused on delighting customers, by protecting families (and pets) from the nuisance and danger of mosquitoes by focusing on the areas of your property where mosquitoes are most likely to feed and harbor. Once applied, Mosquito Squad provides even greater protection as mosquitoes attempt to feed off your greenery, as the residue from the treatment will knock them down as well.

Mark Butler/UGA Small Business Development Center

The University of Georgia Small Business Development Center’s (SBDC) mission is to enhance the economic well-being of Georgians by providing a wide range of educational services for small business owners and aspiring entrepreneurs. The SBDC provides one-on-one consulting, continuing education and access to research for its clients. One-on-one consulting services are provided at no cost to the small business owner.

Dawn Poplawski/PCC Innovative Solutions

PCC Innovative Solutions believes in taking a personal approach by getting to know their client and a full knowledge of their business to develop the right course of action based on their needs. Their goal is to assist with all your credit and collection needs. They are here to find solutions that will protect your assets and teach you how to manage your accounts receivables

Michael Ehmke/Heritage Golf Links

Heritage Golf Links is the premier semi-private golf club in the metro Atlanta area. Situated conveniently off Spaghetti Junction in Tucker, Heritage features 27-holes surrounding a 20-acre lake with no encroaching development that provides stunning vistas over our rolling terrain. Complementing their course is an all grass driving range replete with simulated greens and bunkers. In addition to golfing options, Heritage Golf Links features a full service bar & grill open to the public for lunch and dinner. They look forward to hosting you!

STRATEGIC INSIGHTS RADIO: Why Businesses Fail When They Grow Too Fast

Posted on May 21, 2015May 21, 2015

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Welcome to Strategic Insights Radio presented by Sterling Rose Consulting Corp. This monthly show discusses topics about how to succeed in business, what risks exist, and how to mitigate those risks.

Today’s topic: Why do businesses fail when they grow too fast?

The expert speaker on these topics is Vlad Rusz, CEO of Sterling Rose Consulting Corp. Vlad is a serial entrepreneur who started his first business at the age of 18 and now has four successful businesses ranging from 15 months to 6 years old, and with revenues from $150,000 to over $5 million.

About Sterling Rose Consulting Corp:

Sterling Rose Consulting is a Georgia based company that provides business plan creation and review, online and offline marketing, marketing plan creation and review, accounting, bookkeeping, financial analysis, operations, payroll services, Zoho CRM customization, Zoho CRM implementation and business consulting. Their staff has over 100 years of successful entrepreneurial experience. In addition, the CEO of the company, Vlad Rusz, has launched and ran three successful businesses that currently range in age from 15 months to 6 years old with gross revenues ranging from $150,000 to over $5 million.

Sterling Rose Consulting prides itself on providing quality, investor ready documentation. They take it even one step farther and make sure, you as the client, understand how to effectively present these documents whether they are being prepared for internal use or outside investors.

Sterling Rose Consulting Corp. also provides full Zoho CRM migration, customization, implementation and maintenance. The company is proud to be a Zoho Partner and Reseller.

They service both start-ups and established firms. They look forward to helping you provide the tools to bring your concept and/or company to the next level.

Ricky Downs, Terrell Alexander and Louis Rosas with YourVideoViewer

Posted on May 14, 2015May 16, 2015

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Mike Sammond, Louis Rosas, Ricky Downs, Terrell Alexander, Steven Julian

Ricky Downs, Terrell Alexander & Louis Rosas/YourVideoViewer

Ricky Downs, CEO

YourVideoViewer is the pioneer in marketing through video sharing. You can send email campaigns, capture data from social media sites as well as share videos to them, and view the statistics of all of these actions in your back office.

YourVideoViewer will alert you via text or email in real time when someone is viewing your video. This means your ability to talk to interested prospects greatly increases.

Terrell Alexander, CFO

Louis Rosas, Senior VP

Dr. Maggie Wray with Creating Positive Futures, Littie Brown with SpeedPro Imaging Marietta and Nicole Ceasar & Holly Nagy with Subaru of Gwinnett/Infiniti of Gwinnett

Posted on May 7, 2015

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Mike Sammond, Holly Nagy, Littie Brown, Nicole Ceasar, Maggie Wray, Steven Julian

Dr. Maggie Wray/Creating Positive Futures

Dr. Maggie Wray is an ICF-certified Academic Life Coach & ADHD coach, with a Ph.D. in Neurobiology and Behavior from Cornell and a bachelor’s in Astrophysics from Princeton. She started her academic coaching business, Creating Positive Futures, to help students develop the executive skills, mindset, and study skills they need to be happy & successful… but that they are often not learning in school. She offers private and group coaching programs for middle school, high school, and college students at two locations in Atlanta, and by Skype for students outside Atlanta.

Littie Brown/SpeedPro Imaging Marietta

SpeedPro Imaging specializes in producing high quality graphic images for their customers that convey a message, attract attention and reinforce their brand. Their products range from a small yard sign to attract attention to a vehicle wrap reinforcing their brand. If you can imagine it, they can print it.

Nicole Ceasar & Holly Nagy/Subaru of Gwinnett & Infiniti of Gwinnett

There’s a reason why Subaru of Gwinnett and Infiniti of Gwinnett are the premier new and used Subaru and Infiniti dealers for the Atlanta area. It’s because they provide quality automobiles at prices their customers can afford. Their knowledgeable staff will answer your questions, help you find the right new or used car, and can assist with financing options. Visit Subaru of Gwinnett or Infiniti of Gwinnett and they’ll get you into the car of your dreams!

Another X-cellent Gwinnett Business Radio show

BUSINESS MATTERS presented by Incentive Solutions

Posted on May 5, 2015

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Joe McKenna, Steve Damerow

Joe McKenna/Social 123

For the best B2B Marketing, you need the best B2B Contact Data. Social123 is a B2B data firm that empowers sales and marketing professionals with up-to-date and relevant data on contacts sourced from social profile information. They offer the largest and most accurate B2B contact database available. They identify all of the missing or inaccurate records in your database and enrich it with more than 35 fields of social data like industry, title, company, skills, group affiliations and more.

Apart from recovering and enriching your existing database, Social123 will validate the email addresses to determine validity as well as a risk assessment. If you don’t have an existing database, use the most powerful B2B search engine to create hyper-targeted lead lists. Stop guessing, and start generating real leads!

About Incentive Solutions:

“Technology making incentive rewards easier.”

1. Group incentive travel and sales meetings
2. World’s largest online rewards mall
3. Choice of 155 retail gift cards or prepaid VISA debit cards

Incentive Solutions is an Inc. 5000 company, voted “Best & Brightest Place to Work Atlanta” two consecutive years, and BBB++ rated.

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Gwinnett Business Radio

Author: gwinnettbusinessradio

STRATEGIC INSIGHTS RADIO: Traditional and Alternative Funding for Small Business

Bruce Sharp with BB&T and Ray Ramu with Saia, Inc.

Candace Williams with Hire Dynamics and Antony Kountouris with BMarko Structures

WEALTH MATTERS: Structuring & Managing Investment Portfolios

OPEN FOR BUSINESS presented by Gwinnett Chamber of Commerce

STRATEGIC INSIGHTS RADIO: Why Businesses Fail When They Grow Too Fast

Ricky Downs, Terrell Alexander and Louis Rosas with YourVideoViewer

Dr. Maggie Wray with Creating Positive Futures, Littie Brown with SpeedPro Imaging Marietta and Nicole Ceasar & Holly Nagy with Subaru of Gwinnett/Infiniti of Gwinnett

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