Episode #5: Interview with Luke Conger & Derek Winn

Luke Conger specializes in helping organizations, ranging from small local start-ups, to well established large employers, design their employee benefits offering. Luke’s goal is to strategize an implement the benefits package that cuts their healthcare spending, increases their transparency into claims, and bends the cost curve of benefits – with a final result of helping them attract and retain top talent.

Beyond consultation and implementation, we place a high priority on developing cost controlling strategies supported by a variety of technology solutions, funding alternatives, voluntary products, and regular review of local, industry-specific benchmark data.

To help promote sustainable long-term growth, BBG prides itself on the reinvestment made into our clients by providing a number of value-added services to maintain compliance and improve internal efficiency and effectiveness. One of my specialties is the strategic implementation of technology solutions designed to streamline Benefits & HR Administration, Payroll, Compliance & Reporting, Bench-marking, and On-boarding & Off-boarding.

Derek Winn’s process is simple:

– PARTNER with clients to understand their unique concerns.
– Create AWARENESS by exposing the opportunities to improve.
– Provide EDUCATION on how deploy these solutions and address the issues.
– Develop a pathway to EMPOWER you and your employees to make informed decisions.
– Continued EXECUTION moving forward.

Over the last decade, he has personally provided benefit solutions to many successful and admired companies. These clients trust his continued thought leadership and client support.

Our team at BBG specializes in implementing creative, competitive, and cost-effective solutions that will consistently translate to Employer and Employee gains with a long shelf-life, with your BBG team as your constant ally and advocate.

Episode #4: Interview with Nathan Olson

When you or someone you know needs assistance for family law matters, Nathan can offer compassionate and skilled legal representation. Nathan is committed to helping all of his clients understand the legal aspects of their specific situations to ensure the best resolution of each individual case.

Nathan’s practice is devoted entirely to family law matters including: divorce, property division, support, custody and visitation matters, and protective order hearings and subsequent appeals. During the past several years, Nathan has expanded his practice to include drafting prenuptial agreements and handling uncontested adoption cases.

Nathan strives to provide thoughtful, practical, and zealous representation, while remaining mindful of your costs. His objective is to offer you an honest and objective assessment of your case and to provide you information about the alternative ways that your case can be resolved without the expense or stress of a trial.  However, he understands that not all cases can settle, and should your case go to trial, Nathan is a determined litigator who will skillfully advocate your position in court.

Episode #3: Interview with Scott Taylor

Scott W. Taylor is a principal with the firm, SmolenPlevy. He is a member of the Virginia State Bar and is admitted to the United States Tax Court and the United States Court of Appeals for the Fourth Circuit.

Mr. Taylor earned his Juris Doctor Cum Laude from the George Mason University School of Law in 2001 and a Bachelor of Science Degree (Business) from Virginia Tech in 1992. He is a member of the Fairfax Bar Association and served as the Vice Chair (2006-2007) and Chair (2005-2006) of the Business Law and Corporate Counsel Section. He is also a member of the American Bar Association and is a member of the Fairfax Chamber of Commerce.

Scott W. Taylor’s practice areas include corporate and business law, including entity formation, ownership structure planning, corporate governance, and mergers and acquisitions; real estate; and tax-exempt organizations.

Episode #2: Interview with Katy Herr

Katy helps companies deliver compelling business transformation stories clearly, credibly and consistently.

A practical, results-oriented, investor relations and strategic communications professional, Katy has spent her career helping companies -large and small- that are taking bold steps to transform their business.

She has successfully led teams through activist shareholder situations, mergers and acquisitions, IPOs and spin-offs, reorganizations and rebranding. Ask her about her most recent experience leading Investor Relations for Exelis Inc.

Episode #1: Interview with Chris Snider

Christopher M. Snider, CEPA, CEO of the Exit Planning Institute, is the award-winning author of Walking to Destiny: 11 Actions an Owner Must Take to Rapidly Grow Value & Unlock Wealth, a business strategy book about the Value Acceleration Methodology™ written for business owners and the advisors who serve them. Snider is a professional keynote speaker and content provider to the middle market business community, trade & industry associations, and professional education organizations. Walking to Destiny is a five-star rated book that truly empowers owners with the knowledge and path to effectively positioning their business and themselves for exit options down the road, sure, but perhaps more importantly, rapid business growth today.

Early in Mr. Snider’s career, he acted as a system integrator, supply chain manager, and mergers and acquisitions specialist for public companies such as The Sherwin Williams Company, Price Waterhouse, FedEx Logistics, Nike, Dell Computer, Hewlett Packard, Freightliner, and many others. A game-changing milestone in his career came when he began working with a middle market family owned business which he helped grow from $90 million to $265 million in three years resulting in the sale to a large multi-national strategic buyer. For his written work and his contributions to the industry, Snider has been awarded recent honors that include 2016 NACVA Industry Titan Architect and 2016 AM&AA Thought Leader of the Year.

In addition to being an award-winning author and sought-after keynote speaker, Snider is the Managing Partner of Snider Premier Growth, the CEO/President of Exit Planning Institute, the Founder of ThinkTank Publishing House, and the author of SniderValueIndex.com. Chris is a family business owner with his son, Scott Snider.

Interview with Chris Snider

I had a chance to chat with Chris Snider of the Exit Planning Institute out in Cleveland, Ohio to kick off Quantive’s new podcast series: “The Deal – Unscripted”.

We discussed exit planning as a whole, where the market is in regards to exit planning and what that means for CEPAs across the country. Check it: