In Process Podcast

In this episode of In Process Podcast: Conversations about Business in the 21st Century, Trusted Counsel’s John Monahon talks with Trusted Counsel colleagues Allen Bradley and Valerie Barton about some of the most common legal mistakes they encounter on a regular basis and their thoughts on how to avoid them. In Monahon’s view, there is a recognition element that entrepreneurs sometimes miss. For example, not putting restrictive covenants on employees of your organization, or not protecting your intellectual property. In this episode, we’ll help you understand the ways in which the law is a tool that can help you capture value and prevent costly problems (such as additional legal fees) down the road.

During the podcast CEO's, business owners, and C-level executives will learn:

• Legal landmines to avoid
• Ways to avoid paying large tax fees
• Commonly confused legal terms

In this episode of In Process Podcast: Conversations about Business in the 21st Century, Trusted Counsel’s John Monahon speaks with Marty Schultz, a successful technology entrepreneur with a background in software engineering about an app development company he founded in 2014 called Blindfold Games. “The idea came out of an after-school program I was teaching at my daughters’ school for kids in the app club,” Marty told us. “The kids wanted to build a game, and I said okay, I’m willing to do the programming to build a game and show you how games are designed, but it has to be a game that’s really different than other games because if I’m programming, I want to do something interesting and different.” Today, more than 25,000 visually impaired people of all ages from around the world enjoy the wildly successful games of Blindfold Games.   

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

• How ideas become technology
• Marty's process for research and testing for the new app
• How a "hobby" company, can identify for profit business ideas 

Don’t miss a single episode of our podcast show. Subscribe to our show “In Process Podcast” on iTunes and now of Google Play to receive this episode as well as future episodes to your smartphone.

Did you enjoy this episode? Please share with one or two people that would benefit from listening. Interested in being a guest on our show? Email our show producers at [email protected] for more information.

In this episode of In Process Podcast, Trusted Counsel speaks to former CEO/President of Xcentric, Trey James.

A little bit about Trey: He is a technology thought leader to the Accounting profession and he has been recognized as one of the "top 100 Most Influential People" in the accounting industry by Accounting today." 

In 2017, his Atlanta based company Xcentric was acquired by Right Networks and is now Right Networks. Right Networks is the leading provider of cloud-based accounting and business solutions for CPA firms, accounting professionals and small businesses. Xcentric is a leader in managed IT solutions for accounting firms. Today, the expanded Right Networks continues to offer Xcentric’s complete cloud solution AND is accelerating the growth of their customer base while providing exceptional customer services.

Listen to this fascinating interview of how Trey decided he wanted to sell, how he and his team made the business attractive for the sale, surprises he had along the way and more!   

In this episode of In Process Podcast: Conversations about Business in the 21st Century, Trusted Counsel’s Evelyn Ashley and John Monahon speak with Michael Jones, Attorney at Trusted Counsel  who has a strong background in business-oriented technology. In this episode, he explains trends in data privacy in the United States. Listen to the conversation and understand what is meant by “intentional data privacy.” A strong point emphasized in the podcast is as a business owner, you should assume your business must comply with the new regulation in California, the California Consumer Privacy Act (CCPA). According to Michael, “if you are in the business of data collection – and nearly all businesses today are – or if your business involves California residents, you most likely will need to comply.”  

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

• The definition of the CCPA
• Recommendations for best practices for your business on compliance
• Understand what is mean by “intentional data privacy”
• Final thoughts from Trusted Counsel on why every business should comply

Don’t miss a single episode of our podcast show. Subscribe to our show “In Process Podcast” on Apple Podcasts and on Google Play to receive this episode as well as future episodes to your smartphone.

Did you enjoy this episode? Please share with one or two people that would benefit from the episode. Interested in being a guest on our show? Email our show producers at [email protected] for more information.

In this episode of In Process Podcast: Conversations about Business in the 21st Century, Trusted Counsel’s John Monahon and Valerie Barton speak to Dan Bradbary, Founder and Managing Partner of PMI Advisors. An accomplished entrepreneur, speaker and author, he has extensive experience with founding and selling various businesses. He founded PMI Advisors in 2017 upon recognizing the under-served needs of mid-market companies regarding post-merger integration. Since its founding, PMI Advisors has since become involved in the other phases of business management and operations ranging from business continuity planning, sale preparation, business process optimization and divestiture and carve out.  

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

• The PMI Advisors process when assisting business owners looking to sell
• What is meant by having an emergency operations plan
• The difference between an advisory board versus a board of directors
• Post-sale final thoughts

Don’t miss a single episode of our podcast show. Subscribe to our show “In Process Podcast” on Apple Podcasts and on Google Play to receive this episode as well as future episodes to your smartphone. Did you enjoy this episode? Please share with one or two people that would benefit from the episode. Interested in being a guest on our show? Email our show producers at [email protected] for more information.

Trusted Counsel’s Evelyn Ashley and John Monahon speak to Erik Bush, CEO and Founder of Demand Driven Technologies (DD Tech). DD Tech was founded in 2011 and specializes in cloud-based supply chain software solutions. In 2018, the company was selected as a Venture Atlanta Presenting Company, the Southeast’s premier event for connecting technology innovation and investment capital.

In 2010, Bush retired from IBM after 31 years with the company, the majority in executive management roles. He told us during the podcast, “when I retired, I thought I might do something entrepreneurial, because I’ve always had the itch to go out and try my luck at that.” A year later, he started DD Tech. This was a fascinating interview as he shared a lot of insight about what it’s like to be a CEO and more!

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

• What really led Bush to form DD Tech after he retired from IBM
• DD Techs process for raising venture capital
• Erik Bush’s sales lessons from his early days that has stuck with him over the years
• KPI’s he follows closely every month
• Pithy advice to new CEOs

Don’t miss a single episode of our podcast show. Subscribe to our show “In Process Podcast” on Apple Podcasts and on Google Play to receive this episode as well as future episodes to your smartphone. Did you enjoy this episode? Please share with one or two people that would benefit from the episode. Interested in being a guest on our show? Email our show producers at [email protected] for more information.

Bluetooth, the Apple iPhone, Facebook, and 4G (the fourth generation of mobile telecommunications), are undoubtedly some of the most important inventions of the 21st century. Colossal ideas of the future that required some serious innovation processes to reach each of their respective launches. This is where end-to-end process comes in, according to innovation strategist Susan Reed. In other words, to reach launch quickly and effectively, organizations need to place decision and success metrics in front of their innovation processes in order succeed.    

In this episode of In Process: Conversations about Business in the 21st Century, hosts Evelyn Ashley and John Monahon of Trusted Counsel speak with strategist Susan Reed about innovation. Reed is the founder and CEO of EdgeDweller, which for 30 years has transformed organizations and individuals through front-end innovation practices that are powerful, practical and proven. She and the team at EdgeDweller have helped launch more than 150 products and services for 122 brands representing more than 25 industries. EdgeDweller specializes in creating high impact programs for corporations, strategic business units, nonprofits, individuals and small groups. Reed is passionately committed to driving up profitability while sustaining high growth through insightful analytics and intentional creativity.

During the Course of the podcast you will learn:

• Safe disruptive thinking
• Creative versus innovation
• Genius thinking patterns
• Innovation don'ts
• Good starting points for effective innovation

Stream the conversation in the player below to learn more. You can also subscribe to InProcess Podcast on iTunes to receive this episode as well as future updates from the show on your smartphone.

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

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

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

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

Don’t miss a single episode of our podcast show. Subscribe to our show “In Process Podcast” on iTunes and now on Google Play to receive this episode as well as future episodes to your smartphone. Did you enjoy this episode? Are you a regular Trusted Counsel podcast listener? We want to hear from you! Share your thoughts on the podcast or call out your favorite episode by leaving us a rating on iTunes. It takes less than five minutes, but can significantly impact future programming.

Interested in being a guest on our show? Email our show producers at [email protected] for more information.

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

About ServiceCentral

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

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

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

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

Don’t miss a single episode of our podcast show. Subscribe to our show “In Process Podcast” on iTunes and now on Google Play to receive this episode as well as future episodes to your smartphone. Did you enjoy this episode? Are you a regular Trusted Counsel podcast listener? We want to hear from you! Share your thoughts on the podcast or call out your favorite episode by leaving us a rating on iTunes. It takes less than five minutes, but can significantly impact future programming.

Interested in being a guest on our show? Email our show producers at [email protected] for more information.

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

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

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

Don’t miss a single episode of our podcast show. Subscribe to our show “In Process Podcast” on iTunes and now on Google Play to receive this episode as well as future episodes to your smartphone. Did you enjoy this episode? Are you a regular Trusted Counsel podcast listener? We want to hear from you! Share your thoughts on the podcast or call out your favorite episode by leaving us a rating on iTunes. It takes less than five minutes, but can significantly impact future programming. Interested in being a guest on our show? Email our show producers at [email protected] for more information.