BUSINESS PROS MEMBERS BRING HIGH QUALITY PROFESSIONAL ADVICE AND SERVICE EXCELLENCE TO BUSINESS OWNERS AND EXECUTIVES.
MISSION
We are committed to being a contribution to the growth of small and medium-sized businesses and bringing owners one step closer to success with every interaction.
In short, EVERYONE WINS!
CORE VALUES
The Foundational Characteristics We Stand Upon…
Founder
Jeff Sandene, CFP®
Financial services for executives and business owners include: comprehensive retirement and business transition planning, investment advice, and wealth management consulting.
I invest my knowledge into my clients’ financial future.
Phone: (972) 789-1201
Email: Jeff.Sandene@LPL.com
Website: SandeneStrategies.com
Profile: LinkedIn
Advisory Board Members
The seven leaders comprising the BUSINESS PROS Advisory Board are talented and experienced professionals whose involvement has been instrumental in our group’s success. These servant leaders exemplify our Core Values and shine a bright light on the path forward to building collaborative relationships and helping business owners WIN!
Kent Barner
PrincipalCIO Suite
IT Consultant/ Fractional CIO
CIO Suite excels at taking the burden of managing Information Technology off the shoulders of Business Owners and C-Level Executives so they can spend more time growing their business.
Phone: (214) 952-3190
Email: KentBarner@CIOSuite.com
Website: www.CIOSuite.com
Profile: LinkedIn
Michael Battaglia
FounderInsureYouToo, LLC
Small Business Health Insurance
Employee Benefits for your company’s benefit. InsureYouToo is an independent agency serving companies with 1 to 100 employees.
Phone: (972) 832-4840
Email: Michael@InsureYouToo.com
Website: www.InsureYouToo.com
Profile: LinkedIn
Craig Beck
OwnerBeyond CFO
Fractional CFO
Craig helps owners of middle-market companies achieve higher levels of success by removing barriers that hinder the achievement of their future vision of the company.
Phone: (630) 240-1383
Email: CraigBeck@Beyond-CFO.com
Website: www.Beyond-CFO.com
Profile: LinkedIn
Russell Duckworth
Vice PresidentAmerican Bank, N.A.
Accounts Receivable Financing
American Bank Business Finance creates high-velocity B2B cash flow systems using A/R factoring. A former COO with extensive board/chairman experience, Russell is a business developer, mentor, elected official, beekeeper, and prodigious networker.
Phone: (214) 801-0627
Email: rduckworth@abdallas.bank
Website: https://abdallas.bank
Profile: LinkedIn
Debbie Mrazek
PresidentThe Sales Company
Sales Leadership Consultant/ Fractional Chief Revenue Officer
Debbie absolutely loves empowering people to sell and achieve more. Clients: entrepreneurs, private companies, foreign governments, Fortune 500. She’s an author, highly sought-after motivational speaker, in-demand sales consultant.
Phone: (214) 676-8486
Email: SalesDeb@AOL.com
Website: www.the-sales-company.com
Profile: LinkedIn
Kenda-Le Pernin
Global Program LeaderMark Kamin & Associates
Leadership & Executive Training
Kenda-Le Pernin brings rigor to her client engagements and has a track record of supporting clients in producing cultures that have teams and individuals perform at their highest level.
Phone: (214) 282-7905
Email: k.pernin@mka-world.com
Website: www.mka-world.com
Profile: LinkedIn
Lindsay Polyak
PrincipalTax Credit Collective
Tax Credits and Incentives
Many companies are missing out on tax credits they could claim for the work they already do. We partner with you and your CPA to capture these tax incentives for you.
Phone: (817) 980-1134
Email: lindsay@taxcreditcollective.com
Website: www.TaxCreditCollective.com
Profile: LinkedIn
Our Members
In addition to embodying our core principles, each of our members brings unique experiences and insights to the group. Our members span a diverse array of industries and disciplines, including technology, manufacturing, sales, marketing, finance, human resources, legal, management consulting, mergers & acquisitions, and more.
Emily Ackerman
Bennett ThrasherCPA Firm: Regional, Full Service
Creating Connections for CEO’s, CFO’s, and Business Professionals for their immediate needs.
Mobile: (469) 766-4654
Email: Emily.Ackerman@BTCPA.net
Website: https://www.btcpa.net/
Profile: LinkedIn
John Allen
PresidentCommunity Insurance Advisors
Property & Casualty Insurance Broker
Too much of insurance advertising tempts buyers with cheap premiums, without discussing coverage. We think this process is broken. We write home and auto, business, and cyber insurance – great coverage at very affordable prices.
Office: (972) 758-9300
Mobile: (972) 849-3145
Email: jallen@comminsadvisors.com
Website: www.comminsadvisors.com
Profile: LinkedIn
Matt Anson
OwnerMatt D. Anson CPA, PLLC
CPA Firm
BUSINESS PROS Member since 2024
Phone:(469) 815-2216
Email: matt@ansoncpas.com
Website: www.mattansoncpas.com
Profile: LinkedIn
John Arnott
CEOContent First Marketing
Digital Marketing Agency
For 25 years, John Arnott has built his career in marketing, technology, and information systems. His firm, ContentFirst.Marketing, uses advanced analytics, copywriting, social media, and email marketing to drive new sales for businesses.
Office: (972) 533-9779
Email: jarnott@ContentFirst.Marketing
Website: https://ContentFirst.Marketing
Profile: LinkedIn
Al Brodie
FounderClearview Consulting & Marketing Group
Strategic Marketing Consultant
Al Brodie is a highly-accomplished Marketing professional who helps B2B technology companies accelerate revenue and growth through Account Based Marketing.
Office: (214) 223-5133
Email: al@clearconsultgroup.com
Website: www.clearconsultgroup.com/
Profile: LinkedIn
Anthony Carter
Peer Group ChairVistage Worldwide, Inc.
CEO Peer Group
My Trusted Advisor Group is for business professionals who want to increase their business acumen. Our motto is to “Guide Success Through Collective Wisdom.”
Phone:(469) 740-1827
Email: anthony.carter@vistagechair.com
Website: www.vistage.com
Profile: LinkedIn
Todd Cassell
Territory ManagerHeartland Payment Systems
HRIS / Payroll Service Provider
Heartland’s the #1 rated Payroll Service in the U.S. and I have 25 years of experience in the industry. Our old-fashioned customer service features a single dedicated Payroll Specialist. We are simply a better solution for your Payroll and Human Resources.
Mobile: (909) 693-0711
Email: todd.cassell@e-hps.com
Website: www.heartland.us
Profile: LinkedIn
Cary Clayborn
DirectorProfit, Inc.
Profitability Analysis Software
Profit Inc. clarifies a business’ true profitability utilizing a dashboard analytical report. We run the analysis and partner with business advisors to help maximize their impact with their company clients.
Phone: (214) 202-8939
Email: cary@profitinc.com
Website: https://profitinc.com/
Profile: LinkedIn
Javier Creixell
OwnerAllegra Marketing Print and Mail
Commercial Printer & Graphic Design
BUSINESS PROS Member since 2024
Phone:(469) 5851558
Email: javier@allegratx.com
Website: https://www.allegramarketingprint.com/locations/addison-tx/
Profile: LinkedIn
Alexis Dowell
Client Relations ManagerRisch Results
Executive Search & Recruiting
We help companies build dynamic, diverse teams. With custom talent searches and experienced candidates, we fill the critical roles that grow organizations.
Phone:(936) 222-3414
Email: alexisdowell@rischresults.com
Website: www.rischresults.com
Profile: LinkedIn
Nolan Duck
FounderDBG Advisors
Mergers & Acquisitions Advisor
BUSINESS PROS Member since 2024
Phone:(972) 2000991
Email: nolan@dbgadvisors.com
Website: https://dbgadvisors.com/
Profile: LinkedIn
Susan Fennema
CEOBeyond the Chaos
Fractional Chief Operating Officer
Beyond the Chaos® helps you get out of your day-to-day business operations by creating and implementing software and processes to develop effective structure around delivering your services.
Phone:(214) 856-2016
Email: susan@beyondthechaos.biz
Website: beyondthechaos.biz
Profile: LinkedIn
Steve Freeman
PresidentOCI HR
Human Resource Systems Consulting
I assist small business owners with HR, employee benefits, payroll, and loss control, providing practical solutions to reduce liability and increase profitability.
Phone:(214) 770-4096
Email: steve@ocihr.com
Website: https://ocihr.com/
Profile: LinkedIn
Ryan Gardner
FounderGardner Firm PLLC
Tax, Business and M&A Attorney
Gardner Firm PLLC helps clients create, analyze and revise corporate structures and then exit from businesses by capitalizing on knowledge and experience in accounting, auditing, tax, finance and legal.
Phone:(903) 705-1101
Email: rg@glgtx.com
Profile: LinkedIn
Dana Garnett
FounderMindful Strategy
Mediation & Conflict Strategy Consulting
BUSINESS PROS Member since 2023.
Phone: (505) 401-9309
Email: dana@mindfulstrategy.com
Website: https://mindfulstrategy.com
Profile: LinkedIn
Erin Gregor
FounderPodGrowth
Podcast Production & Consulting
PodGrowth helps businesses utilize podcasts to connect with and build their clientele through strategy, production, and growth.
Phone: (602) 738-0078
Email: erin@eringregor.com
Website: https://www.podgrowth.co/
Profile: LinkedIn
Sheryl Hardin
FounderCapacity Squared
Small Business Change Management
BUSINESS PROS Member since 2024
Phone:(214) 4578597
Email: Sheryl@CapacitySquared.net
Website: https://www.capacitysquared.net/
Profile: LinkedIn
Eric Harrison
Director Partner Impact4impactdata
Data Analytics Software
4impact Data is changing the odds for SMB owners and advisors, utilizing the latest in data analytics and predictive AI. Our Thrive Business Guidance system enables operational and financial excellence.
Phone:(214) 707-3004
Email: eharrison@4impactdata.com
Website: www.4impactdata.com
Profile: LinkedIn
Leslie Hasler
FounderYour Biz Rules
Small Business Scaling Strategist
Take your business to the next level with Your Biz Rules. Our proven methods will help you achieve predictable profits, fuel growth, and grant you the freedom you deserve.
Phone:(972) 892-3385
Email: leslie@yourbizrules.com
Website: www.yourbizrules.com
Profile: LinkedIn
Glenna Hecht
President & FounderHumanistic Consulting
Human Resource Consulting
Glenna founded Humanistic Consulting in 2010. She creates HR strategies, processes, training solutions, and engagement programs for companies, franchises, non-profits, and governments, helping them meet long term goals and build great work environments.
Mobile: (469) 766-6110
Email: glenna@glennahecht.com
Website: www.glennahecht.com
Profile: LinkedIn
Chris Honeycutt
Relationship Development OfficerTexas Security Bank
Community Bank
Texas Security Bank “Elevates the Champions of Free Enterprise,” business owners. Our banking experience includes ensuring success for the business owner by creating high quality connections to the best resources.
Phone: (214) 282-2980
Email: Chris.Honeycutt@texassecuritybank.com
Website: www.TexasSecurityBank.com
Profile: LinkedIn
Brian Hunt
Vice PresidentLive Oak Bank
SBA Lender
Live Oak Bank: Consistently the top SBA 7(a) lender for six years. Customer-centric with a focus on small business lending, including M&A, partner buy-outs, franchise, CRE, SBA construction, and niche markets like medical and dental.Phone: (214) 802-7411
Email: Brian.Hunt@LiveOak.Bank
Website: www.LiveOakBank.com
Profile: LinkedIn
Mark Kashar
Financial AdvisorSpectrum Financial Group
Financial Advisor / Life Insurance
I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need. Whether your goals include preparing for milestone life events like retirement or college, protecting your family’s future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.
Phone:(214) 766-1792
Email: mjkashar@financialguide.com
Website: www.spectrumfg.com
Profile: LinkedIn
Larry Lane
OwnerVR Business Brokers
Business Broker / Seller Business Valuation
Over 30 years of experience in helping small to mid-size business owners from a variety of industries sell their business when they are ready to exit.
Phone: (214) 733-8282
Email: llane@vrdallas.com
Website: www.VRDallas.com
Profile: LinkedIn
Monty Miller
President & CIOOrchatect
Business Solution Management as a Service
Like a symphony, Maestro® takes disparate, fragmented business systems and makes them work together. With all the instruments, Orchatect is making music in the business world.
Phone: (469) 219-7720
Email: monty.miller@orchatect.com
Website: www.orchatect.com
Profile: LinkedIn
Mark Mitford
Managing DirectorHR Catalyst
Human Resource Consulting
HR Catalyst is a strategic HR advisory firm founded in 2013. We help lower middle market businesses create and implement a people strategy that aligns with the overall business strategy
Phone:(214) 546-3241
Email: MMitford@HRCatalystConsulting.com
Website: www.hrcatalystconsulting.com
Profile: LinkedIn
Brian Moen
CFONew Life CFO
Fractional Chief Financial Officer
Helping Business Owners Turn Sweat Equity into Gold! Bringing order and stability to your financial infrastructure, harvest cash from your balance sheet, steer your business operations, and stage your company for growth.
Phone:(612) 354-0631
Email: brianm@newlifecfo.com
Website: www.newlifecfo.com
Profile: LinkedIn
Tom Niesen
CEOAcuity Systems, Inc.
Sales Training and Leadership
BUSINESS PROS Member since 2024
Phone:(940) 368-9577
Email: tom@salesmadeeasy.com
Website: www.acuitysystems.sandler.com
Profile: LinkedIn
Chris Nieto
Sales ExecutiveVari, Inc.
Commercial & Personal Workspaces
Chris Nieto is a Sales Executive for Vari and brings over 25+ years of Retail, Construction and Office experience. I help create flexible and future-proof spaces you need where you need them.
Phone:(214) 564-4584
Email: chris.nieto@vari.com
Website: www.acuitysystems.sandler.com
Profile: LinkedIn
Dan Nye
Vice PresidentFirst United Bank
Regional Bank
First United Bank: a values-based community bank inspiring others to Spend Life Wisely, operating 73 full-service branches in Oklahoma and Texas. Banking, Mortgages, Insurance, InvestmentsPhone: (972) 202-7399
Email: dan.nye@firstunitedbank.com
Website: www.firstunitedbank.com
Profile: LinkedIn
Rochelle O'Brien
OwnerVenture Opportunities, LLC
Business Broker / Business Value Enhancement
BUSINESS PROS Member since 2024
Phone:(972) 3513645
Email: robrien@bizdealmaker.com
Website: https://www.bizdealmaker.com/
Profile: LinkedIn
Troy Patterson
PresidentVisigistics, LLC.
Operations & Supply Chain Solutions
Visigistics helps manufacturers and distributors eliminate operations and supply chain headaches. This includes companies frustrated with supply chain disruptions, anxious about rising costs and experiencing people and process issues.
Phone: (214) 621-1197
Email: Troy.Patterson@Visigistics.com
Website: www.Visigistics.com
Profile: LinkedIn
Jake Pollack
PartnerShackelford, Bowen, McKinley & Norton
Estate Planning Attorney
Shackelford: A full-service law firm across Texas, Louisiana, and Tennessee. Expertise in business transactions, real estate, litigation, intellectual property, employment, entertainment, family law, and aviation.
Phone: (214) 780-1332
Email: jpollack@shackelford.law
Website: www.shackelford.law
Profile: LinkedIn
Nauman Poonja
CEOAccounovation
Fractional Chief Financial Officer
Accounovation helps manufacturing and e-commerce companies focus their finance and improve their growth by providing accounting and CFO services to drive profitability.
Phone:(832) 235-8802
Email: Nauman.poonja@accounovation.com
Website: www.accounovation.co
Profile: LinkedIn
Charlie Quinn
Vice President of RecruitingHumCap, Inc.
Executive Search & H/R Consulting
HumCap provides integrated HR and recruiting solutions, helping businesses enhance their human capital through custom services such as strategic consulting, payroll, compliance, and recruiting.
Phone:(469) 484-6039
Email: cquinn@humcapinc.com
Website: www.humcapinc.com
Profile: LinkedIn
Jon Rice
Area Managing PartnerChief Outsiders
Fractional Chief Marketing Officer
BUSINESS PROS Member since 2024
Phone:(972) 489-1193
Email: jrice@chiefoutsiders.com
Website: www.chiefoutsiders.com
Profile: LinkedIn
Jeff Schafer
Professional EOS ImplementerEOS Worldwide
Entrepreneurial Operating System (EOS)
Entrepreneurial Operating System (EOS) is a complete and proven system to help business owners and leadership teams get more of what they want from their business.
Phone: (972) 971-4197
Email: jeff.schafer@eosworldwide.com
Website: www.eosworldwide.com
Profile: LinkedIn
Betty Schnaufer
M&A IntermediaryMurphy Business Sales
Business Broker
Helping business owners transition to their next chapter through the successful exit of their business.
Phone:(214) 850-6241
Email: b.schnaufer@murphybusiness.com
Website: www.chiefoutsiders.com
Profile: LinkedIn
Randi Skinner
PartnerValue Building Marketing
Marketing Strategy
We create marketing strategies that work and provide implementation support through Fractional CMO solutions. Our proprietary Vision Value Model™ fosters clarity and utilizes marketing as a change agent.
Phone:(972) 697-8116
Email: randi@ideasthatdontsuck.com
Website: www.chiefoutsiders.com
Profile: LinkedIn
Travis Springer
PresidentSagiss
Managed IT Services
Sagiss’ expertise provides businesses in North Texas with managed IT, cybersecurity, and cloud services.
Phone: (214) 679-4025
Email: tspringer@sagiss.com
Website: www.sagiss.com
Profile: LinkedIn
Heather Steele
FounderBlue Steele Solutions
Marketing Agency
We help B2B Organizations meet their goals through clear messaging, beautiful websites, and effective marketing strategy.
Phone:(214) 680-0654
Email: heather@bluesteelesolutions.com
Website: www.bluesteelesolutions.com
Profile: LinkedIn
Jo Thompson
PresidentLaTerra Commercial, LLC
Commercial Real Estate
I provide tenant representation services for occupants of office space by providing proactive, personalized service, and creating negotiating leverage to maximize concessions and drive down occupancy costs for my clients.
Phone: (214) 728-1152
Email: jo@laterracommercial.com
Website: www.laterracommercial.com
Profile: LinkedIn
Dan Vermeire
Managing DirectorCorporate Finance Associates
Investment Banker/ M&A Firm
Dan leads M&A programs for owners looking to sell all or part of their business. He’s happy to evaluate your company and discuss options in today’s M&A market.
Phone: (214) 673-3205
Email: dvermeire@cfaw.com
Website: www.cfaw.com
Profile: LinkedIn
Vince Vittatoe, CPP, CSC
PrincipalVittatoe Consulting, LLC
Security Consulting
Vince is a board-certified security management and forensic consultant, providing services to businesses that need expertise in addressing those things that “Keeps you awake at night!”
Phone: (972) 674-9557
Email: Vince@VittatoeConsulting.com
Website: www.VittatoeConsulting.com
Profile: LinkedIn
Mike Wallace
National Sales Director401 Plans
401(k) Plan Provider
401 Plans is a full-service, boutique firm that designs and runs 401k and other pension and retirement plans for small to medium size businesses. We will give you a world-class plan!
Phone: (214) 763-0269
Email: mikew@401plans.com
Website: www.401plans.com
Profile: LinkedIn
Heather Weatherly
Director of Business DevelopmentHire Effect
Bookkeeping and Staffing
Designed for business owners who appreciate efficiency, HireEffect™ provides outsourced bookkeeping, payroll, HR, and recruiting services to get you out of the back office and into working on your business.
Phone:(469) 592-8701
Email: heather.weatherly@hireeffect.com
Website: www.hireeffect.com
Profile: LinkedIn
BUSINESS PROS YouTube Channel
Click Below to View Our Previous Webinars
- Need Cash? Funding Options For Your Business
- Driving Business Value: A Marketplace Perspective For Owners
- The Benefits of Benefits: Increasing Engagement, Productivity and Culture
- Robots Don’t Get COVID-19: Start Your Journey to Industrial Robotics Automation
- EMPLOYERS’ DILEMMA: Practical Planning to Implement a Distributed Workforce
- Uncovering Hidden Cash Flows Within Your Business
- Sales and Marketing’s Role in Transformational Change
- Disrupted? Reinvent Your Manufacturing Business For Success and Profitability!
Member Blogs
BUSINESS PROS Members are experienced, subject matter experts, educating executives and business owners on a vast array of topics. Media utilized include blogs, webinars, podcasts, and newsletters.
Increase your business knowledge by visiting our Members’ websites.
In the space below, we’re featuring the three most recent blog posts from our Members. Enjoy!
Maximize Value in Finance
I so enjoyed recording our podcast this week with Susan Bryant. She’s one of those CPAs that just “gets it” when it comes to working with her clients. I thought I’d expand on our discussion about things you can do in finance and accounting to maximize business value, so here are excerpts from my upcoming new book, and some practical advice you can use right now.
Sourcing in Mexico vs. China: Differences as Vast as the Ocean between Them
Practical differences in the law and its application pose potentially serious consequences for businesses sourcing in China. From intellectual property protection, ownership of equipment and tooling, and the blurry line between civil and criminal corporate behavior, advanced preparation is key.
PSY 302: Communicating with Non-Strangers
Communication is not always easy. Whether it’s friends, family or colleagues, the ways that we handle the more, shall we say, delicate situations define our relationships and can have ramifications, particularly when it comes to business. Here are the lessons I recently learned on how to approach disagreements with non-strangers.