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Chris Smith, CB Smith & Associates

November 8, 2022 by John Ray

CB Smith & Associates
North Fulton Business Radio
Chris Smith, CB Smith & Associates
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CB Smith & Associates

Chris Smith, CB Smith & Associates (North Fulton Business Radio, Episode 560)

Chris Smith made a return visit to the North Fulton Business Radio studio to discuss recent tax law changes business owners should be aware of, including an important change of pass-through entity elections which Georgia-based businesses can make for the 2022 tax year. Chris also chatted with host John Ray on his firm’s growth, the talent acquisition challenge which all accounting firms face today, what clients should look for if they’re thinking about selecting a new CPA, and much more.

North Fulton Business Radio is produced and broadcast by the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

CB Smith & Associates

CB Smith & Associates is a Georgia-based business advisory and CPA firm that delivers big-firm expertise and acumen with small-town thoughtfulness and warmth.

They help bring to light the stories that numbers tell — about the health of your business, the soundness of your financial or tax plan, and the options that can lead you to a path of success. They believe that awareness makes opportunity visible.

As trusted advisors, they have a partnership philosophy that is designed to help you better understand your financial outlook. Whether you have a small or midsize business or you need to enhance your personal financial strategy, the team at CB Smith & Associates is committed to providing you with responsive accounting consultation and business guidance that moves you closer to your goals.

Their mission is to be a strategic partner in the preservation and enhancement of your wealth. They listen first, take a personal interest in your goals and aspirations, understand your obstacles and challenges, and present and implement valuable solutions with integrity, quality of service, and professional expertise.

Company website | LinkedIn | Facebook | Twitter

Chris Smith, CPA, CGMA, Founder and Partner, CB Smith & Associates

Chris Smith, CPA, CGMA, Founder and Partner, CB Smith & Associates

With 30 years of financial experience, Chris Smith is passionate about his work. Since founding CB Smith & Associates in 2003, he has led the accounting firm’s growth from one to three office locations in Georgia. It now has 21 employees, including a solid team of certified public accountants and other tax professionals.

CB Smith & Associates is a business advisory and full-service accounting firm that works in tandem with its sister company, Reliance Payroll LLC, a full-service payroll and human resources outsourcing firm. Prior to starting his own firm, Chris was a corporate controller.

He earned a degree in accounting from Georgia State University’s J. Mack Robinson College of Business and is active in local community groups such as the Rotary Club and numerous CPA groups.

LinkedIn

Questions and Topics in the Interview

  • Tell us about CB Smith & Associates
  • Where are your offices?
  • As a public accounting and business advisory firm, what do you do for businesses and individuals?
  • What are some tax Law changes in Georgia that individuals and businesses need to know?
  • Last year, the Georgia Governor signed House Bill 149 into law (resulting in Rule 560-7-3-.03 being adopted). Explain the law to us and tell us more about pass-through entity elections and what business owners need to know.
  • What should companies know about the new lease accounting standards?
  • Why is it important for a business owner to have a CPA (or team of CPAs) on their team?
  • Are you currently hiring/recruiting?

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

RenasantBank

 

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked-from-scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Tagged With: A&S Culinary Concepts, Accounting, business advisory, CB Smith & Associates, Chris Smith, CPa, North Fulton Business Radio, renasant bank, tax laws, Taxes

Andy Kalajian, Fort Leadership and Sales Consulting, LLC

November 7, 2022 by John Ray

Fort Leadership Andy Kalajian
North Fulton Business Radio
Andy Kalajian, Fort Leadership and Sales Consulting, LLC
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Fort Leadership Andy Kalajian

Andy Kalajian, Fort Leadership and Sales Consulting, LLC (North Fulton Business Radio, Episode 559)

Andy Kalajian joined North Fulton Business Radio host John Ray to discuss the mix of generations in the workplace and its effect on corporate culture, millennials in the workplace, causes of poor employee engagement, why employees are seeking more meaning and purpose in their work, how he helps teams diagnose and solve nagging performance difficulties, and much more.

North Fulton Business Radio is produced and broadcast by the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Fort Leadership and Sales Consulting, LLC

Fort Leadership and Sales Consulting, LLC is a Personal and Professional Leadership Development company.

They believe in Transformational Thought in Action! Transformational thought in action means that your thoughts become your actions. Those actions invested in your life, over time, become your habits.

When you invest your habits in your life over time, those habits produce your Character. And your Character determines the destiny of your life. With this model, you can understand why Character development is so very important! And Character Development is Leadership Development. This is why we believe that at Fort Leadership We Create Healthy Corporate Cultures One Character at a Time! They do this by conducting Executive Leadership Group Training at 1000 Avalon in North Fulton or via Zoom!

The workplace is comprised of 4 working generations.  All four of these Generations are working in the United States right now. “The young adults are taking longer to grow up, middle- age adults are taking longer to grow old, and the elderly are taking longer to leave this earth.” Tim Elmore author of A New Kind of Diversity “As a people, we are growing older, more unequal, more diverse, more mixed race, more digitally linked, less married, less fertile, less religious, and less confident” Paul Taylor Pew Research Center.

Further dividing us in the workplace is the music we listen to, the heroes we celebrate, and the villains we denigrate. We are divided by our use of technology, the news outlets we watch, the events that we celebrate, and the politics venerate In the 1960s and 70s, work was a place where the employees made a living. People got their purpose and meaning from churches or houses of worship. We lived within 15 miles from where we were born and raised and so we had family all around us. We had a sense of community from bowling leagues, card parties, and the Rotary or Kiwanis club.

Today, all of this social responsibility has fallen on the workplace. The workplace is where Gen Y and Gen Z expect to get their meaning & purpose, it’s where they get their friend groups and their sense of community. They want everyone to agree with their politics. When you add the emotion of fear exacerbated by Covid and their sense of the fragility of life itself, they want and need the workplace to be their therapist too.

Now with this as a backdrop, it’s easier to understand why there is such a large exodus from the workforce. The Bureau of Labor and Statistics reports that 38 million workers left the workforce in 2021. Furthermore, they indicated that another 4.4 million headed for the exits in February 2022. Clearly, some Boomers took early retirement after Covid or just decided the heck with it, it is not worth it anymore.

Like the aftershocks of an earthquake, Covid is still causing tremors in our workplace. This is why Fort Leadership believes that strong Character driven Leadership is vital to the workplace and to the nation today! It is time for Leaders to stand up and teach the next generation what it looks like to model servant leadership. It’s time for leaders to sharpen their leadership skills. It’s time for leaders to invest in their leadership teams so that they can lead the people safely through turbulent storms. It’s time to gather them one by one, by one, and teach them the necessary skills to help them not to just survive, but to thrive.

So do you have a leadership growth plan for yourself? If not, why not? And do you have a Leadership Development plan for your people? As the leader, it’s incumbent on you to make the right decisions. This is your call to action!

Company website | LinkedIn | Instagram

Andy Kalajian, Founder & President, Fort Leadership and Sales Consulting, LLC

Andy Kalajian, Founder & President, Fort Leadership and Sales Consulting, LLC

Andy Kalajian has been a highly sought-after public speaker for more than 25 years. He has received public acclaim for his brand, EnTheos, Latin for Spirit Within and predecessor to the word Enthusiasm. Andy enthusiastically delivers powerful talks and lessons steeped in wisdom literature and their practical application to busy lifestyles. His tagline, transformational thought in action, serves as a reminder to the participant that one can, indeed, permanently change the destiny of their life by changing the nature of their thoughts and actions. 

Andy was born and raised in Detroit Michigan. As a young boy he discovered his passion for serving others in medicine and his gift for public speaking. At the age of 12, Andy, at the urging of his father, began to earn his own way as a Golf Caddy. His sense of adventure also led him, along with his father, to the Boy Scouts of America where he achieved the Rank of Eagle Scout. In High School, Andy was fed books from his mother, Think and Grow Rich by Napoleon Hill and How to Win Friends and Influence People by Dale Carnegie

While a golf caddy, Andy was awarded the prestigious Evans Scholarship, a full academic and leadership scholarship, to study at Michigan State University, where he earned a Bachelor of Science degree in Medical Technology. In 1985, he coupled his lifelong passion for medicine and serving people with his gift of enthusiastic speaking and moved to Atlanta to begin his career in Medical Sales. 

As a young professional, Andy’s Mom continued to fuel his desire for wisdom literature from authors/speakers Zig Ziglar, Earl Nightingale, Les Brown, Stephen Covey, and John Maxwell. Andy applied the character traits instilled in him from the Boy Scouts and the leadership skills taught to him by John Maxwell, Stephen Covey, and others to enjoy over 30 years in an award-winning medical sales career. It was during this time that Andy was asked to speak to groups as small as 4 or 5 and as large as 500+ all over the US and Puerto Rico. 

Andy is very involved in the lives of his two children, Mallory and Drew. For 12 years they were engaging in monthly adventures with the YMCA Adventure Guides program where Andy volunteered in several leadership positions including Nation Chief. Andy and his wife, Sherrie, have four adult children and are active members of Pastor Andy Stanley’s congregation at North Point Community Church in Alpharetta, Georgia.

Andy enjoys time invested with his wife Sherrie, his family, and friends. He still has a voracious appetite for reading the wisdom literature and the biographies of the American Founders. He enjoys weight lifting, aerobics, golf and hiking the outdoors. Andy continues to have a passion for speaking, coaching, and training others to lead a life of significance.     

Connect with Andy Kalajian on LinkedIn.

Questions and Topics in the Interview

  • Who is Fort Leadership and Sales Consulting, LLC and how are you helping folks out there?
  • Can you give our listeners some insights as to what you are learning about our nation’s workforce in this post Covid world we are ALL living in?
  • How are the Millennials impacting the workforce today?
  • Why are so many workers leaving their employers?
  • How can employers solve the problems with employee engagement and employee retention?

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

RenasantBank

 

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked-from-scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Tagged With: A&S Culinary Concepts, Andy Kalajian, Fort Leadership and Sales Consulting, labor force, leadership development, North Fulton Business Radio, renasant bank, workforce

LIVE from HAVEN 2022: Trent and Jen Fancher, Noting Grace

November 4, 2022 by John Ray

Noting Grace
North Fulton Studio
LIVE from HAVEN 2022: Trent and Jen Fancher, Noting Grace
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Noting Grace

LIVE from HAVEN 2022: Trent and Jen Fancher, Noting Grace (Organization Conversation, Episode 48)

DIYers Trent and Jen Fancher own Noting Grace and offer tutorials for their projects. At their third HAVEN Conference, they sat down with host Richard Grove to talk about all their businesses. They discussed how they got into the DIY space, how they manage their time, how to stay organized, how to get inspired through the DIY community, and much more.

This show was originally broadcast live from the 2022 HAVEN Conference held at the Grand Hyatt Buckhead in Atlanta, Georgia.

Organization Conversation is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Trent and Jen Fancher, Owners, Noting Grace

Trent and Jen Fancher, Owners, Noting Grace

Trent and Jen are self-taught DIYers taking on each renovation project one room at a time. The phrase “Broke Musicians in Love” is what drives them to do what they do with the eye on the prize, which not only is a beautiful room, but also a gorgeous budget to go with it!

Through this learning process, they share the tips they find with you. They know that having the home of your dreams isn’t a reality for most, but you can create a home you love with a little bit of ingenuity.

When they share room reveals, or images of their home with you, know that the picture isn’t perfect.

Many hours, mess-ups, and redos were done to get create that look. If you could look behind the lens, you would see all the papers, shoes, and junk pushed aside to get that shot.

One question they often get asked is “How do you keep your house so clean all the time with 2 boys?” Well, they don’t!

That’s why they love finding items that are less than perfect– items with character. Life is meant to be enjoyed despite this constant goal, Jen battles to reach perfection.  They hope to provide you with all the tools to help you create a home with intention that you love to live in while giving you grace when it’s not perfect.

Not only do they hope to inspire you, but Jen and Trent want to connect with you. They are honored to read each and every comment you leave. You can always find behind the scenes shenanigans over on Instagram or you can sign up for their emails so you don’t miss a post.

There is “Beauty in the Blemishes” and they hope to help you find it!

Website | Facebook | Instagram | Pinterest | YouTube

About Organization Conversation

Organization Conversation is hosted by Richard Grove and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

About Richard Grove

Richard Grove, Host, Organization Conversation

Richard Grove‘s background is in engineering but what he enjoys most is brand building through relationships and creative marketing. Richard began his career with the Department of Defense as an engineer on the C-5 Galaxy Engineering Team based out of Warner Robins. While Richard found this experience both rewarding and fulfilling, he always knew deep down that he wanted to return to the small family business that originally triggered his interest in engineering.

Richard came to work for the family business, Dekalb Tool & Die, in 2008 as a Mechanical Engineer. At the time Wall Control was little more than a small ‘side hustle’ for Dekalb Tool & Die to try to produce some incremental income. There were no “Wall Control” employees, just a small warehouse with a single tool and die maker that would double as an “order fulfillment associate” on the occasion that the original WallControl.com website, which Richard’s grandmother built, pulled in an order.

In 2008, it became apparent that for the family business to survive they were going to have to produce their own branded product at scale to ensure jobs remained in-house and for the business to continue to move forward. Richard then turned his attention from tool and die to Wall Control to attempt this necessary pivot and his story with Wall Control began. Since that time, Richard has led Wall Control to significant growth while navigating two recessions.

Outside of Richard’s work at Wall Control he enjoys helping other business owners, operators, and entrepreneurs along their own paths to success by offering personal business coaching and advising through his website ConsultantSmallBusiness.com. Richard has developed an expansive and unique skillset growing and scaling Wall Control through a multitude of challenges to the successful brand and company it is today. Richard is happy to share his knowledge and experience with others who are looking to do the same within their own businesses.

Connect with Richard:

Instagram | Twitter | LinkedIn | Richard’s Website

About Wall Control

The Wall Control story began in 1968 in a small tool & die shop just outside Atlanta, Georgia. The first of three generations began their work in building a family-based US manufacturer with little more than hard work and the American Dream.

Over the past 50+ years, this family business has continued to grow and expand from what was once a small tool & die shop into an award-winning US manufacturer of products ranging from automobile components to satellite panels and now, the best wall-mounted tool storage system available today, Wall Control.

The Wall Control brand launched in 2003 and is a family-owned and operated business that not only produces a high-quality American Made product but sees the entire design, production, and distribution process happen under their own roof in Tucker, Georgia. Under that same roof, three generations of American Manufacturing are still hard at work creating the best tool storage products available today.

Connect with Wall Control:

Company website | Facebook | Instagram

Tagged With: DIY, HAVEN 2022, Haven Conference, Jen Fancher, Noting Grace, Organization Conversation, Richard Grove, Trent Fancher, tutorials, Wall Control

Material Risks in a Healthcare Merger

November 4, 2022 by John Ray

Material Risks Healthcare Merger
Advisory Insights Podcast
Material Risks in a Healthcare Merger
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Material Risks Healthcare Merger

Material Risks in a Healthcare Merger (Advisory Insights Podcast, Episode 16)

On this episode of Advisory Insights, Stuart Oberman of Oberman Law offered due diligence tips when purchasing a healthcare practice. He discussed the material risks and potential pitfalls of buying a healthcare business without fully understanding the requirements of governmental reimbursement, the importance of being knowledgeable about laws like the Anti-Kickback Statute, the Stark Law, the False Claims Act, and more.

Advisory Insights is presented by Oberman Law Firm and produced by the North Fulton studio of Business RadioX®. The series can be found on all the major podcast apps. You can find the complete show archive here.

TRANSCRIPT

Intro: [00:00:01] Broadcasting from the studios of Business RadioX, it’s time for Advisory Insights, brought to you by Oberman Law Firm, serving clients nationwide with tailored service and exceptional results. Now, here’s your host.

Stuart Oberman: [00:00:21] Welcome everyone to Advisory Insights. This is Stuart Oberman as your host. I would say I want to talk about mergers and acquisitions in health care. I will tell you, last year was an absolute blistering year in the industry. And I’ll tell you, for us, Oberman Law Firm, it was amazing last year what we did, how we did it, especially in the fourth quarter.

Stuart Oberman: [00:00:45] So, a substantial part of what we did on the mergers and acquisitions was health care related. But I want to talk about some items in general. A little background. Last year we did I think the numbers were about 135 transactions, I think maybe a little bit plus or minus. And I believe the number was a total of about $350 million worth of transactions. So, we saw a lot, a lot of things in healthcare transactions. I want to talk about a couple of things in particular.

Stuart Oberman: [00:01:17] So, first and foremost, for those that are in a highly regulated industry, especially in health care, you’ve got to be careful when you do diligence. So when you are doing a healthcare transaction, an acquisition, it should never be overlooked that what you’re doing is and has to be heavily regulated. So, one of the things that we look for is we want our buyers to sift through sellers’ records to ensure that that seller is in compliance with state and federal law, especially on the reps and warranties. That’s a whole other topic we may cover for another day.

Stuart Oberman: [00:02:07] But if you are in a healthcare-related transaction and you are the buyer, I cannot stress enough on your due diligence, do not, do not leave off compliance. So, especially – I want to talk especially about this area. If you are buying a business, whether it is a medical practice, whether it is a particular practice area in different industries, you have to be extremely careful if that buyer, or if that seller, participates in the Federal Health Care Programs. Acronym FHCP. That has to be scrutinized in every single healthcare transaction.

Stuart Oberman: [00:02:59] So, let me tell you if it is an FHCP practice or business and they get government reimbursement, there are extremely stringent provisions for participation in that particular payment structure, if you will, in how they submit claims. You have to audit how they submit claims because that is a material risk, a due that you will inherit if it is not done correctly. Once you purchase that business, you run the risk of being a successor to liability.

Stuart Oberman: [00:03:42] So, what happens is if they don’t, if the seller has not met stringent – I can’t stress this enough – stringent requirements, they are facing substantial civil fines and penalties. And also you cannot overlook the potential of clawbacks, allegations of overpayment, and in some cases, False Claims Act, FCA, liability. That is critical that you have to understand the requirements of governmental reimbursement and how they relate to any industry – I mean, excuse me, how they relate to any business in health care.

Stuart Oberman: [00:04:24] Now, what I’ll tell you is we’re seeing this a huge clampdown – the DOJ, strikeforce, regions throughout the country – fraud and abuse. Fraud and abuse under the FHCPs is rampant. Absolutely rampant. If you look at the advisory notices, the takedowns under the DOJ communications, you’re going to look at a couple of things. You’ve got to look at the Anti-Kickback Statute, AKS. If you don’t know what that is and you’re buying a business that is subsidized by governmental reimbursement, you have to get assistance with that transaction. Stark law, Physicians Self-Referral prohibition. You have to look under the criminal and civil False Claims Act.

Stuart Oberman: [00:05:20] Those under fraud and abuse will take you down financially quickly if you purchase a particular healthcare business and you’re not fully aware of this. One thing that we see a lot that is overlooked is licensures. So, depending on what business you are purchasing, every healthcare business requires certain licensure, no matter what it is. In some cases, they’re very specific. They could be generic. You have to do your due diligence under the licensure requirements in healthcare transactions because if you purchase a business and then you overlook the proper licenses, you are looking at potential disaster on a very, very expensive investment.

Stuart Oberman: [00:06:09] So, those are a couple of things. Again, I can probably speak for three hours regarding governmental reimbursement, FHCP programs, fraud and abuse. The Anti-Kickback Statute is a three-hour lecture in and of itself. Stark is a whole different world. That’s another – you know, you could easily talk an hour or 2 hours in Stark and not even hit half the topics. But I would strongly encourage you to know exactly what the False Claims Acts are and how they relate to you in the transaction.

Stuart Oberman: [00:06:42] So, folks, that’s a very, very short summary of a very complex matter. If you have a healthcare transaction, it does not have to be a large hospital. It could be a dermatology practice, dental practice, healthcare practice. It doesn’t matter. Anything that is regulated by the government in health care, especially if they take Federal Health Care Program subsidies, reimbursements, critical, folks.

Stuart Oberman: [00:07:13] Folks, that’s a very, very short topic for a long, long conversation.

Stuart Oberman: [00:07:17] I want to welcome – and thank you for joining Advisory Insights. Stuart Oberman here. Please feel free to give us a call at 770-554 – excuse me, 770-886-2400. Again, 770-886-2400. Or feel free to reach out, email, stuart, S-T-U-A-R-T, @obermanlaw.com. Folk, thanks for joining us again. We appreciate you joining us and have a fantastic day.

Outro: [00:07:45] Thank you for joining us on Advisory Insights. This show is brought to you by Oberman Law Firm, a business-centric law firm representing local, regional, and national clients in a wide range of practice areas, including healthcare mergers and acquisitions, corporate transactions, and regulatory compliance.

About Advisory Insights Podcast

Presented by Oberman Law Firm, Advisory Insights Podcast covers legal, business, HR, and other topics of vital concern to healthcare practices and other business owners. This show series can be found here as well as on all the major podcast apps.

Stuart Oberman, Oberman Law Firm

Oberman Law Firm
Stuart Oberman, Founder, Oberman Law Firm

Stuart Oberman is the founder and President of Oberman Law Firm. Mr. Oberman graduated from Urbana University and received his law degree from John Marshall Law School. Mr. Oberman has been practicing law for over 25 years, and before going into private practice, Mr. Oberman was in-house counsel for a Fortune 500 Company. Mr. Oberman is widely regarded as the go-to attorney in the area of Dental Law, which includes DSO formation, corporate business structures, mergers and acquisitions, regulatory compliance, advertising regulations, HIPAA, Compliance, and employment law regulations that affect dental practices.

In addition, Mr. Oberman’s expertise in the healthcare industry includes advising clients in the complex regulatory landscape as it relates to telehealth and telemedicine, including compliance of corporate structures, third-party reimbursement, contract negotiations, technology, health care fraud, and abuse law (Anti-Kickback Statute and the State Law), professional liability risk management, federal and state regulations.

As the long-term care industry evolves, Mr. Oberman has the knowledge and experience to guide clients in the long-term care sector with respect to corporate and regulatory matters, assisted living facilities, continuing care retirement communities (CCRCs). In addition, Mr. Oberman’s practice also focuses on health care facility acquisitions and other changes of ownership, as well as related licensure and Medicare/Medicaid certification matters, CCRC registrations, long-term care/skilled nursing facility management, operating agreements, assisted living licensure matters, and health care joint ventures.

In addition to his expertise in the health care industry, Mr. Oberman has a nationwide practice that focuses on all facets of contractual disputes, including corporate governance, fiduciary duty, trade secrets, unfair competition, covenants not to compete, trademark and copyright infringement, fraud, and deceptive trade practices, and other business-related matters. Mr. Oberman also represents clients throughout the United States in a wide range of practice areas, including mergers & acquisitions, partnership agreements, commercial real estate, entity formation, employment law, commercial leasing, intellectual property, and HIPAA/OSHA compliance.

Mr. Oberman is a national lecturer and has published articles in the U.S. and Canada.

LinkedIn

Oberman Law Firm

Oberman Law Firm has a long history of civic service, noted national, regional, and local clients, and stands among the Southeast’s eminent and fast-growing full-service law firms. Oberman Law Firm’s areas of practice include Business Planning, Commercial & Technology Transactions, Corporate, Employment & Labor, Estate Planning, Health Care, Intellectual Property, Litigation, Privacy & Data Security, and Real Estate.

By meeting their client’s goals and becoming a trusted partner and advocate for our clients, their attorneys are recognized as legal go-getters who provide value-added service. Their attorneys understand that in a rapidly changing legal market, clients have new expectations, constantly evolving choices, and operate in an environment of heightened reputational and commercial risk.

Oberman Law Firm’s strength is its ability to solve complex legal problems by collaborating across borders and practice areas.

Connect with Oberman Law Firm:

Company website | LinkedIn | Twitter

Tagged With: Dental Practice, Healthcare, merger, merger and acquisition, merger consulting, Oberman Law, Oberman Law Firm, Stuart Oberman

Kendra Bridges, Bridge Medical Transport

November 3, 2022 by John Ray

Bridge Medical Transport
North Fulton Business Radio
Kendra Bridges, Bridge Medical Transport
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Bridge Medical Transport

Kendra Bridges, Bridge Medical Transport (North Fulton Business Radio, Episode 558)

Kendra Bridges has a passion for working with seniors, and through her own family experience, she came to understand the need for medical and non-medical transportation. She now owns Bridge Medical Transport and she shared with host John Ray the array of services they offer, the care and quality service provided by their drivers, her determination to start this company, inspiring client stories, and much more.

North Fulton Business Radio is produced and broadcast by the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Bridge Medical Transport

Bridge Medical Transport is the leading non-emergency transportation service located in Georgia.

They provide safe, efficient, and professional transportation from one destination to the next. They strive to be a valued partner through safe and punctual arrivals.  With the help of their skilled, professional staff, every team member seeks to overdeliver during any client interaction by creating exceptional experiences.

Whether you need a wheelchair, gurney, or ambulatory transport, Bridge Medical remains ready to service your needs.

Company website  Facebook | Instagram

Kendra Bridges, Owner, Bridge Medical Transport

Kendra Bridges, Owner, Bridge Medical Transport

Kendra Bridges is a Georgia native with a Master’s in social work. Kendra’s background as a medical social worker led her to the non-emergency industry. Kendra believes in promoting quality of life by breaking down barriers between transportation and limited mobilities.

In Kendra’s free time, she enjoys traveling, attending sporting events, and spending time with family and friends.

 

 

Questions and Topics in the Interview

  • How did you get started in the non-emergency transportation industry?
  • What type of services do you offer?
  • Long-distance travel/ service areas
  • Medical versus non-medical transport

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

RenasantBank

 

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked-from-scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Tagged With: Bridge Medical Transport, Kendra Bridges, medical transport, non-emergency transportation, non-medical transport, North Fulton Business Radio

Janet Hagerman, THE Case Acceptance Coach

November 2, 2022 by John Ray

Janet Hagerman
Dental Business Radio
Janet Hagerman, THE Case Acceptance Coach
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Janet Hagerman

Janet Hagerman, THE Case Acceptance Coach (Dental Business Radio, Episode 34)

Janet Hagerman, THE Case Acceptance Coach, speaker, author, and dental consultant, joined host Patrick O’Rourke to discuss strategies and tactics that dental practices can implement to increase case acceptance. She described a coordinated sales philosophy for practices, the use of “feel, felt, found” in patient consultations, emotion versus logic in buying decisions, the use of storytelling, and much more.

Dental Business Radio is underwritten and presented by Practice Quotient: PPO Negotiations & Analysis and produced by the North Fulton studio of Business RadioX®.

Janet Hagerman, THE Case Acceptance Coach

Janet Hagerman, THE Case Acceptance Coach

Janet Hagerman trains dentists and their teams to communicate more effectively with their patients, and each other. Her courses, articles, podcasts, books, coaching, and presentations help healthcare professionals clearly communicate the value of their services, leading to patient compliance. Janet helps dentists and their teams to Sell Dentistry – Ethically, Elegantly, Effectively.

Janet Hagerman is known as THE Case Acceptance Coach. Janet’s communication systems help dental teams to double their case acceptance and elevate their patient experience. A Medical College of Georgia graduate, Janet has spent over 30 years in clinical practice, solo and group practice coaching, and DSO corporate leadership. An international speaker, author, and consultant, Janet is the author of numerous articles, podcasts, and webinars, and the signature book/course “Selling Dentistry~Ethically.Elegantly.Effectively” ℠.

Company website | LinkedIn | Facebook

About Dental Business Radio

Patrick O'Rourke
Patrick O’Rourke, Host of “Dental Business Radio”

Dental Business Radio covers the business side of dentistry. Host Patrick O’Rourke and his guests cover industry trends, insights, success stories, and more in this wide-ranging show. The show’s guests include successful doctors across the spectrum of dental practice providers, as well as trusted advisors and noted industry participants. Dental Business Radio is underwritten and presented by Practice Quotient and produced by the North Fulton studio of Business RadioX®. The show can be found on all the major podcast apps and a complete show archive is here.

 

Practice Quotient

Dental Business Radio is sponsored by Practice Quotient. Practice Quotient, Inc. serves as a bridge between the payor and provider communities. Their clients include general dentist and dental specialty practices across the nation of all sizes, from completely fee-for-service-only to active network participation with every dental plan possible. They work with independent practices, emerging multi-practice entities, and various large ownership entities in the dental space. Their PPO negotiations and analysis projects evaluate the merits of the various in-network participation contract options specific to your Practice’s patient acquisition strategy. There is no one-size-fits-all solution.

Connect with Practice Quotient

Website | LinkedIn | Facebook | Twitter

Tagged With: Dental Business Radio, dentistry, dentists, DSOs Done Right, Janet Hagerman, Patrick O'Rourke, PPO Negotiations & Analysis, PPO network contract, Practice Quotient, Selling Dentistry, The Case Acceptance Coach

LIVE from HAVEN 2022: Jamilla, Anotha DIY Project

November 1, 2022 by John Ray

Anotha DIY Project
North Fulton Studio
LIVE from HAVEN 2022: Jamilla, Anotha DIY Project
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Anotha DIY Project

LIVE from HAVEN 2022: Jamilla, Anotha DIY Project (Organization Conversation, Episode 47)

Jamilla never planned to become a business owner in a year’s time, but it happened! Now she is busy with Anotha DIY Project doing wall design, and residential and commercial projects. She and host Richard Grove talked about how she got started, how her business has taken off, her learnings from the HAVEN Conference, and much more.

This show was originally broadcast live from the 2022 HAVEN Conference held at the Grand Hyatt Buckhead in Atlanta, Georgia.

Organization Conversation is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Jamilla, Owner, Anotha DIY Project

Jamilla, Owner, Anotha DIY Project

Anotha DIY Project offers accent wall design, and residential and commercial design projects. Design packages include transforming your space after consulting with you.

Jamilla began Anotha DIY Project to showcase some of her projects and it has taken off.

When Anothadiyproject started a year ago, it was only meant to be a DIY page on Instagram that gave Jamilla a platform to dance and share her love for home projects, decor, and good music. Jamilla has always been fascinated with interior design and home projects, but she never thought it would become a career.

Jamilla says God has guided her every step of the way and there is no way to tell her story without highlighting that. So now Jamilla shows up, makes things pretty with power tools, smiles and dances.

Website | YouTube | Instagram | TikTok

About Organization Conversation

Organization Conversation is hosted by Richard Grove and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

About Richard Grove

Richard Grove, Host, Organization Conversation

Richard Grove‘s background is in engineering but what he enjoys most is brand building through relationships and creative marketing. Richard began his career with the Department of Defense as an engineer on the C-5 Galaxy Engineering Team based out of Warner Robins. While Richard found this experience both rewarding and fulfilling, he always knew deep down that he wanted to return to the small family business that originally triggered his interest in engineering.

Richard came to work for the family business, Dekalb Tool & Die, in 2008 as a Mechanical Engineer. At the time Wall Control was little more than a small ‘side hustle’ for Dekalb Tool & Die to try to produce some incremental income. There were no “Wall Control” employees, just a small warehouse with a single tool and die maker that would double as an “order fulfillment associate” on the occasion that the original WallControl.com website, which Richard’s grandmother built, pulled in an order.

In 2008, it became apparent that for the family business to survive they were going to have to produce their own branded product at scale to ensure jobs remained in-house and for the business to continue to move forward. Richard then turned his attention from tool and die to Wall Control to attempt this necessary pivot and his story with Wall Control began. Since that time, Richard has led Wall Control to significant growth while navigating two recessions.

Outside of Richard’s work at Wall Control he enjoys helping other business owners, operators, and entrepreneurs along their own paths to success by offering personal business coaching and advising through his website ConsultantSmallBusiness.com. Richard has developed an expansive and unique skillset growing and scaling Wall Control through a multitude of challenges to the successful brand and company it is today. Richard is happy to share his knowledge and experience with others who are looking to do the same within their own businesses.

Connect with Richard:

Instagram | Twitter | LinkedIn | Richard’s Website

About Wall Control

The Wall Control story began in 1968 in a small tool & die shop just outside Atlanta, Georgia. The first of three generations began their work in building a family-based US manufacturer with little more than hard work and the American Dream.

Over the past 50+ years, this family business has continued to grow and expand from what was once a small tool & die shop into an award-winning US manufacturer of products ranging from automobile components to satellite panels and now, the best wall-mounted tool storage system available today, Wall Control.

The Wall Control brand launched in 2003 and is a family-owned and operated business that not only produces a high-quality American Made product but sees the entire design, production, and distribution process happen under their own roof in Tucker, Georgia. Under that same roof, three generations of American Manufacturing are still hard at work creating the best tool storage products available today.

Connect with Wall Control:

Company website | Facebook | Instagram

Tagged With: accent walls, Anotha DIY Project, DIY, HAVEN 2022, Haven Conference, Jamilla, renovations, Richard Grove, Wall Control

Electric Vehicles in Georgia, with Frank Morris, Clean Cities Georgia

November 1, 2022 by John Ray

Clean Cities Georgia
North Fulton Studio
Electric Vehicles in Georgia, with Frank Morris, Clean Cities Georgia
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Clean Cities Georgia

Electric Vehicles in Georgia with Frank Morris, Clean Cities Georgia (GNFCC 400 Insider, Episode 80)

Frank Morris, Executive Director of Clean Cities Georgia, joined host Kali Boatright to discuss the growth of electric vehicles and their increasing adoption in the state of Georgia. Frank shared his own long-time experience with EVs, tax breaks for EV purchasers, infrastructure to support EVs, and much more.

The GNFCC 400 Insider is presented by the Greater North Fulton Chamber of Commerce and produced by the North Fulton studio of Business RadioX®.

Clean Cities Georgia

The Clean Cities Program is an initiative of the U.S. Department of Energy (DOE) and focuses on strategies to reduce petroleum consumption in transportation.

There are nearly 100 Clean Cities Coalitions across the country and Clean Cities–Georgia holds the distinction of being the first coalition. DOE officially designated the coalition in 1993.

Clean Cities–Georgia (a program under Partnership for Clean Transportation, a 501(C)3 nonprofit) is the central coordinating point for alternative fuel vehicle (AFV) activities in the state of Georgia. Our shared mission with the national Clean Cities Program is to:

Advance the energy, economic, and environmental security of the United States by supporting local actions to reduce petroleum use in transportation.

Website | Twitter | Facebook

Frank Morris, Executive Director, Clean Cities Georgia

Frank Morris, Executive Director, Clean Cities Georgia

Frank retired from UPS as Vice President Corporate Public Affairs managing the State, City, and Municipal Government relations for UPS in the Southeast, including Georgia, and established himself as an effective lobbyist, protecting and advancing the interests of a Fortune 500 Corporation. He has been asked to speak on transportation issues on behalf of UPS throughout the Southeast focusing on congestion and curbside access issues and the challenges of providing excellent delivery service while supporting the efforts of cities to improve congestion on surface roads.

Frank has extensive experience working with outside stakeholders, having served as a board member of the State Trucking Associations in several states as well as a board member of the Georgia Chamber of Commerce, the Sandy Springs Chamber of Commerce, the Georgia Charter School Association, and the Georgia Transportation Alliance.

Since retiring from UPS after 35 years of service, Frank has established a government affairs consulting firm representing the Georgia Charter Schools Association, UPS, and other clients.

Frank has a Bachelor of Science degree in Business Management from Westminster College in Salt Lake City, Utah. Frank and his wife Debbie, reside in Milton, Georgia. They have three adult children.

LinkedIn

About GNFCC and The GNFCC 400 Insider

Kali Boatright, President and CEO of GNFCC

The GNFCC 400 Insider is presented by the Greater North Fulton Chamber of Commerce (GNFCC) and is hosted by Kali Boatright, President and CEO of GNFCC. The Greater North Fulton Chamber of Commerce is a private, non-profit, member-driven organization comprised of over 1400 business enterprises, civic organizations, educational institutions, and individuals.  Their service area includes Alpharetta, Johns Creek, Milton, Mountain Park, Roswell and Sandy Springs. GNFCC is the leading voice on economic development, business growth and quality of life issues in North Fulton County.

The GNFCC promotes the interests of our members by assuming a leadership role in making North Fulton an excellent place to work, live, play and stay. They provide one voice for all local businesses to influence decision-makers, recommend legislation, and protect the valuable resources that make North Fulton a popular place to live.

For more information on GNFCC and its North Fulton County service area, follow this link or call (770) 993-8806. For more information on other GNFCC events such as this North Fulton Mayors Appreciation Lunch, follow this link.

For the complete show archive of GNFCC 400 Insider, go to GNFCC400Insider.com. The GNFCC 400 Insider is produced by John Ray and the North Fulton studio of Business RadioX®.

 

Tagged With: 400 Insider, Clean Cities Georgia, Electric vehicles, Frank Morris, GNFCC, Greater North Fulton Chamber of Commerce, Kali Boatright

Have a North Star Guiding Your Path, with Anthony Chen, Host of Family Business Radio

October 31, 2022 by John Ray

North Star
Family Business Radio
Have a North Star Guiding Your Path, with Anthony Chen, Host of Family Business Radio
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Have a North Star Guiding Your Path, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen recommended having a goal or a number as a “north star” to guide your financial planning.

Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Anthony Chen, Host of Family Business Radio

Anthony Chen, Host of Family Business Radio

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext. 5075 or by email at anthonychen@lfnllc.com.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long-term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of Family Business Radio can be found at familybusinessradioshow.com.

Tagged With: Anthony Chen, Family Business Radio, financial planning, goals, Lighthouse Financial Network, North Star

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