ProfitSense Episode 55: Mark Beal, Instead of Flowers, Peter Faser, The Profitability Coach, & Andrew Henry, Childs Company
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ProfitSense Episode 55: Mark Beal, Instead of Flowers, Peter Faser, The Profitability Coach, & Andrew Henry, Childs Company

ByBill McDermott

This episode of ProfitSense featured insightful conversations with three outstanding business leaders, focusing on the importance of memorable gifting, better advisory services for business owners, and meticulous planning for business exits. Mark Beal, CEO of Instead of Flowers, shared his experience in the gourmet meal delivery sector, emphasizing the transformative power of meaningful corporate and individual…

ProfitSense Episode 53: Andrew Sullivan, Sullivan and Schlieman Wealth Management, Ken Madren, PermaTherm Inc., and Jim Pursley, Factory Automation Systems
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ProfitSense Episode 53: Andrew Sullivan, Sullivan and Schlieman Wealth Management, Ken Madren, PermaTherm Inc., and Jim Pursley, Factory Automation Systems

ByBill McDermott

On this episode of ProfitSense, we welcomed three accomplished company leaders to delve into various aspects of successful businesses, financial management, and future planning. Andrew Sullivan, Sullivan and Schlieman Wealth Management, discussed year-end financial planning and common issues that prevent people from achieving financial success in retirement. Ken Madren of PermaTherm shared the impact of communication on business…

ProfitSense Episode 50: Chris Caldwell, Highland Trust Partners & Aaron Wynn, Hunter Recruitment Advisors
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ProfitSense Episode 50: Chris Caldwell, Highland Trust Partners & Aaron Wynn, Hunter Recruitment Advisors

ByBill McDermott

Chris Caldwell, Partner at Highland Trust Partners, and Aaron Wynn, President of Hunter Recruitment Advisors, were guests on this episode of ProfitSense with Bill McDermott. Chris discussed how he got into financial planning, who they most often work with, the business owner’s level of preparedness for the future, how business planning unfolds, and much more. Aaron began…

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