Bigger Than Business

How do you go from making $19,000 a year to being a vendor for the White House? How do you weather troubled times to preserve your family and stay afloat personally and professionally? What does it take to start a business at 22 and grow it into a $60 Million company? Listen as our guest shares his path of entrepreneurship from start-up to multiple thriving businesses, what it’s like to partner with a parent, and how focusing on the needs of others can prove that life can be Bigger Than Business!  Josh Robertson founded his first company, National HME, at age 22, which grew to over 20 locations in six states and partnered with over 500 hospice programs before he sold it in 2015. Josh and his father also founded GrowCo Capital in 2014, which invests resources into business and real estate projects throughout the US. In 2017, Josh co-founded Teleos Marketing, and in 2018, he bought JMed, a then 21-year-old medical equipment company, now called MasVida Health Care Solutions. In 2019, Josh bought EMist, a company that provides high-quality, intelligent disinfection solutions, whose revenue grew to $65 million during COVID-19. Josh currently serves as president for both MasVida and EMist. Josh and his wife, Kristina, founded Project 4031, a 501c3, which focuses on helping families with terminally ill children and adults meet basic needs, provide peace and comfort by easing financial burdens, and fulfilling the last dreams of the terminally ill. Josh graduated from Texas Tech University with a BA, Honors Management and Marketing, and also earned an Executive MBA. He is active in the Fort Worth Stock Show Syndicate and founding President for the Rawls Raiders Alumni Network. Josh enjoys fly fishing, hunting, golf, and spending time with his wife Kristina, and their three sons. Bigger Than Business is the show where you’ll discover real-world stories of business owners living their purpose. You’ll encounter men and women all over the world who draw strength from understanding why they do what they do and how they remain true to that purpose through the ups and downs every business owner will face. www.thecapitalchartroom.com

Why is it important to train people how to treat you? How can knowing your guiding principles establish your path to success? How can leveraging your capabilities affect not only your future,  but the futureof those around you? Listen as our guest shares why it’s necessary to lean into the hard stuff, why giving should be about more than just money, and how it is never too late to be the person you were destined to be. Janeé Hill is a seasoned strategic brand builder, television producer, and motivational speaker. She is best known for her bottom-line business approach, out-of-the-box thinking, and making big things happen. She began her career in leadership development and performance analysis at Southwest Airlines before launching her own consulting firm. Janeé then started her own television production company, mHe3 Productions, committed to authentic, positive programming designed to make a difference. In 2011 - 2013, Janeé executive-produced and hosted The Janeé Hill Show, a television series that tackled everyday issues that single women face, with heart, humor and a hands-on approach. In 2014 Janeé founded H3 Ministries, a not-for-profit designed to share the hope, help, and healing power of Christ through media, mentorship, and life events. She is also the founder of Women of Excellence, a multi-media platform for high-achieving women to connect, learn, and grow. On the horizon, Janeé will be launching Unbroken in the first quarter of 2023. Unbroken is a multi-media platform that will feature all forms of media, live events, and an app, through which women of faith will be able to connect, support one another, and grow. Janeé earned a Bachelors in Radio, TV, and Film from Texas Christian University. She and her husband, Randy, live in Wichita Falls, Texas, and have four children. Bigger Than Business is the show where you’ll discover real-world stories of business owners living their purpose. You’ll encounter men and women all over the world who draw strength from understanding why they do what they do and how they remain true to that purpose through the ups and downs every business owner will face. www.thecapitalchartroom.com

How do you go from being literally dirt poor to becoming a serial entrepreneur responsible for founding, investing in, or serving on the board of over 100 companies? How can an eagerness to learn and serve shape your life in a way that influences local and global communities for the better?  Listen as our guest shares his path from a subsistence farm life to one filled with “FinTech” and “Impact investing,” the importance of knowing what you are good at and creating a dream team to handle the rest, and how a willingness to serve can open doors to amazing opportunities for growth.    Wade T. Myers, a serial entrepreneur, advisor, investor, author, and speaker, has turned a lifetime of learning into a multi-faceted career that impacts local and global communities. Growing up on a subsistence farm in North Dakota, Wade worked his way through intermediate grades, high school, and college while also enlisting in the Army Reserves. After graduating, Wade went active duty in the Army Corps of Engineers before volunteering for Ranger School, ultimately completing Airborne training and then commanding a special weapons unit. Ever in pursuit of knowledge, Wade decided to get a graduate degree in Computer Information Systems while on active duty. When he left active duty, he was recruited to work at Mobil Corporation in their plastics division until he was called up to serve in the Gulf War, where he was awarded a Bronze Star. Upon returning home, Wade knew that he wanted to buy or start a company so to learn how to do so he attended Harvard Business School and graduated with an MBA as a Baker Scholar.  Following a post-graduate stint with the prestigious Boston Consulting Group, Wade started his career as a serial entrepreneur.  Since then, Wade has founded, invested in, or served on the board of over 100 companies. In addition to his own entrepreneurship, Wade has an advisory focus to help startup entrepreneurs achieve their vision. Wade is also a featured speaker at conferences and has taught seminars at business schools. He earned a Bachelor’s degree in Agricultural Economics from North Dakota State University, a Master’s degree in Computer Information Systems from Texas A&M University Central Texas, and an MBA as a Baker Scholar at Harvard. He has five children and currently lives with his wife, Lisa, in Westover Hills, Texas. Bigger Than Business is the show where you’ll discover real-world stories of business owners living their purpose. You’ll encounter men and women all over the world who draw strength from understanding why they do what they do and how they remain true to that purpose through the ups and downs every business owner will face. www.thecapitalchartroom.com

How do you decide if you need a Family Office? What goes into building one that will truly serve your family’s needs? What role does intentionality play in its design and success? Listen as our guest shares with us how a commitment to shared values created a need for a Family Office to steward his family’s resources in a way that impacts not only generations of family members, but an entire community, as well, and how communication and clarification of objectives helps maintain trust, respect, and good dynamics within the family.  Rob McLaughlin worked his way from District Sales Manager to Senior VP of Sales and Marketing in Advance Food Company, the business his father David co-founded in 1973.   When the family sold a majority interest, they recognized a need for a more formalized structure to manage the assets, and Rob stepped up to lead what became Square Deal Capital to steward the family’s assets after the sale. Rob earned a BBA in Marketing from Texas Christian University’s Neeley School of Business. He has served on the boards of the Regional Food Bank of Oklahoma and Westminster School and currently serves on the boards of Watermark Bank, i2E Management Company, the McLaughlin Family Foundation, and Young Presidents Organization OKC. Rob enjoys escaping to the mountains with his family and watching and playing sports with his sons. He and his wife Chrissy live in Oklahoma City, Oklahoma, with their sons, Michael & Kyle. Bigger Than Business is the show where you’ll discover real-world stories of business owners living their purpose. You’ll encounter men and women all over the world who draw strength from understanding why they do what they do and how they remain true to that purpose through the ups and downs every business owner will face. www.thecapitalchartroom.com

In a family business, how do you overcome being the Owner’s Child? What can you do to ensure success on your own merits? How do you lead a team that may initially question your qualifications? Listen as our guest shares his advice for not only young people wanting to join the family business but also for the parents who want their kids to continue the business legacy, and thoughts on how being the Owner’s Child doesn’t have to overshadow your own success. David K. Sargent started investing in stocks when he was 13 years old, which allowed him to buy into a business with his family while in his late teens.  He worked for the company, Stripe-A-Zone, during summers and Spring Breaks, starting at the bottom. After high school, he chose to work full-time there. Over the next 24 years, he advanced his position from sales, to production, to operations, and to the executive level, and he was integral in helping his family grow the company 50 times larger than when they originally purchased it.  David helped accomplish the consistent, rapid growth through innovation, improved quality, and efficiency. When his family sold Stripe-A-Zone in 2020, the new owners convinced David to stay with the new entity to help make additional acquisitions and run the company as its President.  David serves as Director of the Sargent Family Charitable Foundation, and a Director of the Arlington Margarita Society. He has served in the past in community organizations such as the Rotary Board, National Floor Safety Institute, and Young Men for Arlington. David lives in Arlington, Texas, with his wife Kari and their son, Kyle.  Bigger Than Business is the show where you’ll discover real-world stories of business owners living their purpose. You’ll encounter men and women all over the world who draw strength from understanding why they do what they do and how they remain true to that purpose through the ups and downs every business owner will face. www.thecapitalchartroom.com

Why is the success of an organization dependent on the health – not just physical health, but also mental and spiritual health - of the leader? When the microculture of a team is set by leadership, how can business owners refocus the parts of their own brains to help cultivate their employees’ most forward-thinking and creative efforts?    Listen as our guest shares why some companies become plateaued due to leaders’ negative non-verbals having a trickle-down effect on their teams, how stressors can prevent leaders from being fully present at work or at home, how the “imposter syndrome” sabotages their confidence and balance, and how having a “Board Meeting with themselves” can help business owners achieve the self-cohesion necessary to be effective and exceptional leaders.     As CEO of Dr. Crawford & Associates in Keller, Texas, Shannan continues a family tradition of successful business owners and uses her skills and knowledge to help not only her patients in their personal lives through individual, couples, and family counseling, she also empowers entrepreneurs with her unique strategies to enhance the effectiveness of their leadership. She innovated the Restoring-Self-Cohesion model, which assists leaders in navigating common obstacles including self-sabotage, procrastination, self-limiting behaviors, and lack of work-life balance found in themselves and in those they lead. Shannan is also a national and international speaker, is an adjunct professor at The King’s University in Texas, hosts her own popular podcast, “Unlock U with Dr. Shannan Crawford,” and is an author working on a fictional trilogy. She has served on the boards of philanthropic organizations such as 4Word and Kingdom Business Leaders, as well as lead groups that foster faith, community, and service. Shannan earned her Masters and Doctorate degrees in Clinical Psychology from Regent University in Virginia Beach, VA. A California native, Shannan now lives in Keller, Texas.  Bigger Than Business is the show where you’ll discover real-world stories of business owners living their purpose. You’ll encounter men and women all over the world who draw strength from understanding why they do what they do and how they remain true to that purpose through the ups and downs every business owner will face.  www.thecapitalchartroom.com 

What are the challenges of creating, working for, or taking over a family business? What are the strengths a family business needs to succeed? How can you avoid the pitfalls that cause the high failure rate in succession of a family business?  Listen as our guest, Dr. Keanon Alderson, gives us a picture of how each succeeding generation tends to lead, what tools are necessary to shape a healthy family business – including a family constitution! -  and what resources are available to owners to help them ensure success through generations. Dr. Keanon Alderson, a dynamic speaker and author of two books, has over 25 years of business experience from working in his own family business, to startups, to management in a global 50 company, and owner of a franchise. With an MBA and a Ph.D. in Organization and Management, Keanon is an Associate Editor the Journal of Family Business Management, has written for many other publications, and has also presented his proprietary research at numerous conferences. Currently, he is a professor at California Baptist University in the Robert K. Jabs School of Business where he teaches courses such as Family Business Management, Principles of Management, and Organizational Behavior. Keanon consults with family-owned firms on succession, corporate and family governance, preventing conflict, and developing an effective board. He also advises financial professionals to understand the complexities of family business owners, what they value, their decision-making process, and how to present information that will get accepted to better serve their clients. Keanon earned his MBA from the University of Redlands and his Ph.D. from Capella University. He enjoys fixing up old homes, fly fishing, and classic rock. He has been married for over 42 years to the love of his life, Sandy, has two sons and two grandchildren, and currently lives in Green Valley Lake in Southern California. Bigger Than Business is the show where you’ll discover real-world stories of business owners living their purpose. You’ll encounter men and women all over the world who draw strength from understanding why they do what they do and how they remain true to that purpose through the ups and downs every business owner will face.   www.thecapitalchartroom.com

How can you shed 60% of your client base and still grow? How can a CPA take time off right before April 15, a notorious deadline in the industry, while others are sweating and working overtime? How can setting boundaries with your clients lead to a prosperous, more holistic business?  Listen as our guest, Jackie Meyer, tells us how she built her own practice after being fired for having too much of an entrepreneurial mind-set, what attributes led to her becoming a much sought-after consultant on best practices, and how what she calls Meraki Leadership leads to a fulfilling life in both work and at home. Jackie Meyer leads Meyer Tax Consulting, a team of top-tier talent across the US, that specializes in Tax Strategies Planning, Business Development and Leadership Coaching programs for a high return on investment. Jackie also founded TaxPlanIQ, a tax firm planning application that helps with calculations, planning and organization, and she has pledged to dedicate ten percent of the profits to charity this year. Jackie, a CPA, Certified Concierge Accountant, and a Certified Tax Specialist, is a member of the Forbes Finance Council and has written several published articles for Forbes, which can be found online. She earned a BBA Finance from the University of Texas at Arlington, a Master of Science in Accounting from Southern Methodist University, and is currently working on a Doctorate of Strategic Leadership at Regent University. Jackie is married to Mark, and they live in Southlake, Texas, with their two children. Bigger Than Business is the show where you’ll discover real-world stories of business owners living their purpose. You’ll encounter men and women all over the world who draw strength from understanding why they do what they do and how they remain true to that purpose through the ups and downs every business owner will face. www.thecapitalchartroom.com

Joseph Ferrell, CEO of Building Engineering-Consultants, Inc., dives into the nuances of leadership and sustainable growth. He reveals how blending diverse personalities can drive a strong culture, emphasizing that 'culture eats strategy for breakfast.' Joseph discusses his company's strategic adjustments, the significance of honest feedback from trusted advisors, and the role of faith in his leadership journey. He also highlights the importance of balancing professional commitments with family, using his experience to lead with intention and purpose.

How can recognizing the need to pivot your plans lead to a bigger sense of purpose? How can facing the reality that you are better off partnering with others, rather than going it alone, build greater success? How can recognizing the need to pivot your plans lead to a bigger sense of purpose? How can facing the reality that you are better off partnering with others, rather than going it alone, build greater success? Listen as our guest shares with us how following a highly successful career as a leader in the Air Force, he built a real estate business that serves the community through housing in what he calls the “second mile,” and also helps others reclaim their time to pursue their life’s passion. Lane Beene has accomplished two professional dreams so far in his lifetime: He became an Air Force fighter pilot, eventually becoming a Lt. Colonel, and he founded a real estate business which eventually led to investing in and restoring distressed multifamily properties with a vision to help these housing communities and their tenants flourish.  Lane’s core business values are: Think Big, Love people through housing, and something he calls the 2nd Mile Effort. Lane earned a Bachelor of Science degree in 1991 from the United States Air Force Academy, and a Master of Business Administration from Sul Ross State University in 1997. Lane and his wife, Dana, life in Crowley, Texas, and have two children in college.