P&L: Priorities & Lifestyle

Becoming Comfortable with Selling with Layne Kasper

Layne Kasper is Managing Partner at Kasper & Associates, a firm that works with medium-sized businesses and helps business owners sell their companies. Layne has been the firm’s Managing Partner since 1997 and is responsible for coordinating the firm’s activities and being the go-to person for their network of prospective clients and professional advisors. Before leading Kasper & Associates, Layne was part of the US Air Force, serving as Captain.  In this episode, Layne discusses what busi...

Boosting Your Business Credibility with Chris McKee

Chris McKee is the president and founder of Venturity Financial Partners, an outsourced accounting firm in the Dallas, Texas area. The firm offers a wide range of bookkeeping, accounting, and CFO services, as well as systems support and consultations. Venturity was founded out of a need for an alternative for growing companies, including startups. Chris’s experience has allowed him to offer specialized accounting services, particularly in the restaurant, retail, and wholesale distribution in...

Breaking The Barriers That Hinder Business Expansion with Dr. Randy Hamilton

Dr. Randy Hamilton is a pediatric dentist and part of D4C Dental Brands, one of the country's fastest-growing pediatric dental and orthodontic networks. Before partnering with D4C, Randy owned and directly managed iKids Dental, known for its top-notch customer service. Randy created a program that specifically trained staff to offer the best customer service available to clients in any circumstance. He received his DDM at Nova Southeastern University. He was also a resident dentist at Sheppa...

An Exit Strategy is A Good Business Strategy with Tom Bronson

Tom Bronson is the President of Mastery Partners, a company that helps business owners smoothly transition their business and define the ultimate exit strategy that fits their terms. He is the author of Maximize Business Value: Begin with the Exit in Mind, a book that outlines the process of building business value and preparing for an exit strategy from the perspective of a business owner. Tom is also the host of the Maximize Business Value podcast, a show for business owners who want to bu...

The Ultimate Goal of Selling Your Business with Michael Sweet

Michael “Mike” Sweet is an attorney for Brackett & Ellis, a Fort Worth law firm that provides a wide range of litigation and transaction services. He has extensive experience representing clients in a variety of legal services, including estate planning and trust and estate tax. Michael has also been awarded Board Certification in Estate Planning and Probate by the Texas Board of Legal Specialization, a title achieved by no more than 10% of practicing attorneys in Texas. In this episode, M...

Making The Most Out of Your God-Given Opportunities with Odes Mitchell

Odes Mitchell is the CEO of GM Pharmaceuticals, a family-owned and operated pharmaceutical company based in Arlington, Texas. Established in 1991, the company has produced over-the-counter and prescription medications as well as supplements to doctors, pharmacies, and consumers. Unlike many of his peers, Odes had a humble start in life, working as a truck unloader in his youth and an airport baggage handler for fourteen years. A man of deep faith, Odes owes his success to the opportunities G...

Navigating The Post-Pandemic Mortgage Industry with Shawn Broussard

Shawn Broussard is the CEO of Service First Mortgage, a full-service mortgage lending company established in 1997 to serve clients in Texas and Arizona. The Service First Mortgage team prides itself on being a preferred partner of the real estate community, with clients using their services for fast underwriting turnaround and shorter-than-average processing days. As CEO, Shawn strives to improve customer service by equipping his team with various tools and training. He says a happy team is ...

The Stages of Entrepreneurship with James Sellers

James Sellers is the Founder and CEO of the Sellmark Corporation, a company dedicated to building “Brands That Sell” in the shooting and outdoor industry by developing, acquiring, manufacturing, marketing, and distributing products in various outdoor categories (such as night vision, laser sights, tactical scopes, camping kits, and first aid kits.) James’ decades of experience in the art of selling have allowed him to specialize in branding strategy, product development, sales management, pu...

Investing in an Opportunity Zone with Brandon Jones

Brandon Jones is a shareholder at Winstead PC, a national corporate law firm with offices in North Carolina, New York, and Texas. Their 300+ attorneys serve as legal advisors to clients in various industries including aviation, financial services, healthcare, investment management, and sports. Brandon has over 20 years of experience working with clients in many industries and different types of business entities, from corporations and partnerships to LLCs and MLPs. He is also an expert attor...

Taking Time to Disconnect with Lisa Harrington

Lisa Harrington is a Vistage Chair, Brand Strategist, and Strategy Coach. She is the Founder & CEO of Abiding Strategy, a leadership coaching business. She specializes in strategy coaching, culture shift, vision mapping, management consulting, and brand strategy among others. She has over 35 years’ experience with coaching clients in executive positions. Lisa earned a Bachelor’s degree in Management from Ball State University and holds eight coaching and consulting certifications, including ...

Transitioning The Family Business During A Crisis with Jeff Craig

Jeff Craig is the former President of Blaylock Gasket & Packing, a third-generation industrial gasket manufacturing company founded in 1983. They produce products like gaskets, extrusions, pads, and mechanical packing using a variety of materials like rubber, foam, non-asbestos paper, fiber, and felt. Serving a wide range of clients in the oil, food, OEM, construction, and agriculture industries, the company has been known as “Your Sealing Source” for high-quality gasketing materials. Curren...

From Franchisee to Starting a Business During Retirement with Dan Phillips

Dan Phillips is the Owner and Head Accountant at SIMDA Services Corporation, a family-run accounting and bookkeeping company dedicated to serving clients who want their small businesses to thrive in an ever-changing market climate. He has over 37 years of experience in business operations and financial accounting and held controller and management positions. He founded SIMDA Services Corporation shortly after selling his FASTSIGNS business franchise after 22 years. Dan also enjoys serving in...

Business Exit Strategy: Hiring an Investment Banker with Brad Purifoy

Brad Purifoy is an Investment Banking Professional at Corporate Finance Associates Worldwide. He has over 30 years of executive experience in the industry, including Fortune 500 corporate finance and Big 4 public accounting. He is a recognized expert in many transactions such as full company sales, recapitalizations, senior lending, stock sales, and mergers. Before joining Corporate Finance Associates Worldwide, Brad was the Senior Vice President for BKD Corporate Finance and Managing Direct...

P&L: Priorities and Lifestyle Trailer