We continue our series, "Learn From the Q5 Experts", and talk to Chris Meso from Q5 and T-Rex Advisory about strategic business coaching. Why it is so important that Business Owners have a transition plan in place using vision and knowing what it is like to live inside the business. Chris shares deep insights into his experience with selling a company and now looks at it through a different lens as a consultant for owners. Host Matt Dery and Chris have a great conversation about what tools owner...
Dec 23, 2024•22 min•Season 3Ep. 26
Today's episode begins the series on "Learn From The Q5 Experts." Topic: VALUATION. Sarah Greifenberger is the team's Certified Valuation Analyst. Her speciality and expertise is in valuations and understanding businesses' value and its importance. Why is understanding the value of a business so critical for owners, and what common misconceptions do people have about valuation? We ask Sarah that and more as she joins Q5 Marketing and Business Development Director Matt Dery. Learn more about Sara...
Dec 03, 2024•23 min•Season 3Ep. 25
Brighton's own Mark Howell shares his incredible story with host Matt Dery. Mark battled and beat cancer and was told he had weeks to live. With the help of a strong support system, Mark decided to give back as well, founding not one but two organizations to help people just like him. Fund a Life and Shining Light Co. Listen to his story here. Don't forget to check out how John and Danette Bell can help you at www.empoweringfuturesllc.com...
Nov 06, 2024•26 min•Season 3Ep. 19
We talk how to help companies attract, hire, and retain the right employees with two of the brighest recruiting minds in the construction industry- Adam Cosola and Jason Epstein of CTC Solutions. The guys discuss the changing marketplace in 2024 and what business owners are looking for when it comes to staffing. How did they get started? What challenges do they see at CTC solutions and also with companies? Matt Dery of the Q5 Experience is the host and asks them these burning questions. For more...
Sep 09, 2024•23 min•Season 3Ep. 24
How do you sell your business with confidence and clarity? Lawyer Andy Goldberg of Bloomfield Township has the answers. Andy recently wrote a book called "The Big Deal" and he discusses it with host Matt Dery. Andy has coached various clients when it comes to their transition plan and he has great synergy with the Q5 process as well.
Jul 24, 2024•22 min•Season 3Ep. 23
What is the journey like starting your own company with your son? We discuss that and more with the Founder and President of LoVasco Consulting Group, Gene LoVasco. Gene brings a wealth of experience to a consulting firm that specializes in Employee Benefits, Retirement, Compensation Design, and Employee Communications. Gene talks to host Matt Dery about working with great business owners, succession planning, and what his team looks for in an ideal client. For more information on the LoVasco Gr...
Jun 04, 2024•22 min•Season 3Ep. 22
How does a legendary local construction company plan for Succession? We chat with Vice-President of J.J. Barney Construction, Josh Barney, about that and more! Founded in 1927 by Joseph James Barney (J.J.), J.J. Barney Construction is a fourth generation family owned and operated union construction company specializing in concrete placement, earthwork, and underground utilities. Josh talks to our host, the Marketing and Business Development Director at Financial Architects, Inc and Q5 Experience...
Mar 18, 2024•23 min•Season 3Ep. 21
How do you find the right people to join your team? What does recruiting and talent development look like as we approach 2024? Our guest today to discuss that is one of the experts, CEO of Qualigence International, Steve Lowisz . Steve is an accomplished speaker, leader, and talent developer. He talks to our host, Matt Dery, about his business and how owners can build value in their business, like we do at Q5, by bringing in the right people and developing them....
Dec 20, 2023•20 min•Season 3Ep. 20
We talk so much on this podcast about moving toward the exit of your business with help from the Q5 Experience team, but who is helping companies (especially FINTECHS) get started? Our guest today, Colin Darke , does just that. Colin is the CEO of Colin Darke Solutions and is an Advisor/Attorney with Go With Canvas.
Oct 26, 2023•23 min•Season 3Ep. 19
How can employees be a part of the owner's succession plan? We discuss it with Lazear Capital's own Jeremy Garrett and Jeff Jamerino. They specialize in sell-side transactions with a focus on Employee Stock Ownership Plans (ESOPs) for companies across the United States. Matt Dery is the host.
Sep 18, 2023•21 min•Season 3Ep. 18
How does the largest global management consulting firm help their clients with change management? What goes into it? Entrepreneur and Project Management Consultant, Rich Weller , is our guest to discuss how MI-GSO| PCUBED helps organizations manage their complexity. Rich also shares a great story about his entrepreneurial background and he discusses how business owners can really build value as long as their roadmap is prepared and organized. Great synergy with Q5 and host Matt Dery as well. Tak...
Aug 28, 2023•22 min•Season 3Ep. 17
How has the financial industry changed over the past few years? We caught up with Financial Architect Asalyn Coachman to get her thoughts on the industry, her clients, her approach to helping people live a life of freedom, and how technology has changed her business model. Asalyn is an incredible advisor who has a big heart and works with some of the top female entrepreneurs in Southeast Michigan. She and host Matt Dery both came to FAI through Turner Thompson , so they share a mentor in this bu...
Aug 14, 2023•20 min•Season 3Ep. 19
What is the secret sauce that keeps one of Metro Detroit's best tile companies in business for over 55 years? We talk to Luke Maiuri, Estimator/Project Manager, at Shores Tile Inc in Roseville, Michigan. How has the business changed over the last few years? What specifically does he do as an estimator and who are they looking to work with? Luke chats with our host Matt Dery about the tile business and what succession looks like for Shores Tile as well....
Jun 29, 2023•24 min•Season 3Ep. 16
On the latest episode of Succession Success, the Q5 Experience Podcast, host Matt Dery talks to a brand new business owner. How do you start your own chiropractic practice from scratch? Dr. Joseph House of Outlook Chiropractic & Wellness tells us how he got started. What hurdles did he have to jump over to start up his business and who are his target clients? A fascinating look into the world of health and wellness....
Jun 05, 2023•24 min•Season 3Ep. 15
How can businesses have the utmost confidence that they are using the right technology? We asked Jennifer Shubow of Big Water Tech that and more on the latest episode of Succession Success, the Q5 Experience Podcast. Jen gives us great insight on what business owners need from a tech standpoint to succeed and also discusses cyber security and its importance. Jen joins out host, Matt Dery , from Financial Architects and the Q5 Experience....
Apr 24, 2023•21 min•Season 3Ep. 14
What is the path to becoming a country music artist? From the Midwest to Nashville, our guest today Teddy Robb shares his story on this week's episode with our host Matt Dery . Teddy talks about his dream of having a recording contract and putting out hit songs. The pressure that is involved and where he got his start as a singer. For more information on The LifeMethod, please visit www.lifemethodcoach.com...
Apr 10, 2023•28 min•Season 3Ep. 18
How does a young entrepreneur own and build two of his own home improvement companies? We got the answers from Alex Belilovsky , President of Alexandria Home Solutions and Michigan Thermal Coatings. Alex shares his story about getting started as well as how he builds value in his businesses each and every day. Host Matt Dery also talks to Alex about what separates his two businesses from other home renovation companies....
Mar 02, 2023•27 min•Season 3Ep. 13
Faith and Football. We dive into both today with the co-founder of Royal City Church, Robby Emery . Robby and his wife Danielle have served in the ministry for over 21 years and he tells his story on the show to our host, Matt Dery . Robby is also the lead Pastor for the University of Michigan Football team and recently became Jim Harbaugh's Executive Assistant. How have the Wolverines turned around the program? Find out and listen....
Feb 23, 2023•26 min•Season 3Ep. 17
How do business owners get ahead when it comes to Intellectual Property? Where should they turn and who should they talk to? Our guest on today's episode is Doug Lalone, partner at Fishman Stewart. Doug has over 30 years of experience working with CEO's and business owners on IP protection and strategic practices. He joins host Matt Dery to discuss the importance of IP protection for owners as well as what separates Fishman Stewart from other patent firms. In addition, Doug and Matt discusses bu...
Feb 03, 2023•24 min•Season 2Ep. 12
What does it take to sell your company? What tools should business owners have even before they consider their next step? Todd Sullivan , CEO of Exitwise, is our guest today on the show to give insight to what the journey looks like for founders. He talks to Matt Dery about what his clients have gone through and tells us about his podcast, "Cashing Out."
Dec 21, 2022•26 min•Season 2Ep. 11
Why are successful sports writers and broadcasters leaving the business for other ventures? What made them make that career change and how did it work out for them? Host Matt Dery , a career changer himself, sat down and spoke to three sports journalists who made the switch. Joanne Gerstner , Mike Wells , and Michael Spath . For more information on The LifeMethod and what we are all about, visit www.lifemethodcoach.com ....
Nov 22, 2022•33 min•Season 2Ep. 16
How big of a whirlwind is it to run a business? What about in the construction industry? We talk to Kevin Koehler and Tracy McLenon from CAM- The Construction Association of Michigan. They talk to host Matt Dery about what CAM has to offer as well as how business owners should prepare for what is next.
Oct 24, 2022•26 min•Season 2Ep. 10
What does it mean to have "the best job in the world?" Pinnacle Business Guides founder Greg Cleary believes he does and is our guest on this week's show. Greg discusses working with business owners to improve their company's overall strategy and how leadership teams can thrive. He dives into aspects of his book and talks about building value in businesses before the owners' exit. Matt Dery is the host. For more info, go to www.gregorycleary.com.
Aug 23, 2022•25 min•Season 2Ep. 9
How does a successful company continue to build their culture after a transition? J.R. Toland , President and CEO of Savage and Associates in Toledo, is our guest to talk about taking care of clients, Savage's mission, and succession planning. Financial Architects and Q5 Experience Director of Marketing Matt Dery is the host.
Jul 26, 2022•18 min•Season 2Ep. 8
How did this career changer end up as an advisor at Financial Architects? Chavez Vincent is our guest as he discusses what makes FAI such a strong culture, how he helps clients live a life of freedom, and what he has learned over the past 6 years. Chavez is joined by Host Matt Dery .
Jul 19, 2022•21 min•Season 2Ep. 18
What is the emotional rollercoaster like when you sell your business? Todd Moilanen just went through this and discusses his journey exiting from Cloverdale Equipment. Todd is candid, honest, and tells us about the process and discusses what could be next. Listen in as he joins host Matt Dery.
Jun 23, 2022•22 min•Season 2Ep. 7
One of the hottest organizations in our state, AIAM, is represented on the show today. Aerospace Industry Association of Michigan President and Founder Tony Vernaci is our guest. He discusses aerospace in our state and why this organization is so important to the growth of Michigan. Q5 Experience Marketing Director and longtime Detroit sports broadcaster Matt Dery is the host.
May 25, 2022•25 min•Season 2Ep. 6
What has it been like for a family Primary Care Physician over the past 2 plus years? Dr. Leah Cecil of Clearwater Family Medicine is our guest on today's show. She talks about her goal of proving patients with the best physical and emotional care. Matt Dery of Financial Architects and the Q5 Experience is the host. More on Dr. Cecil at https://clearwatermedicine.com/team/leah-cecil-do/ .
May 16, 2022•26 min•Season 2Ep. 15
What makes the Q5 Experience different from other exit planners? Working with the people and the personal considerations that go into building the business's enterprise value. Our guest to discuss this is John Bell of the Q5 Experience and Empowering Futures, LLC. He joins host Matt Dery to talk about his interactions with clients.
Apr 11, 2022•23 min•Season 2Ep. 5
From basketball star to entrepreneur. Moneyball Sportswear owner Desmond Ferguson joins Matt Dery on today's episode. Desmond discusses how he got into business and why Moneyball? In addition, what has inspired him an an African-American #businessowner? The former three point ace at the University of Detroit Mercy and Portland Trailblazers shares his story. Tune in!
Mar 22, 2022•30 min•Season 2Ep. 17
