P&L: Priorities & Lifestyle

Georgine Muntz is the CEO and Strategic Advisor of Visual Matrix, a software development company that provides an all-in-one property management system for the hospitality industry. They serve over 2,000 properties across 30 countries. As the company's CEO and Strategic Advisor, Georgine drives innovation and growth strategies that create long-term value and build mission-critical partnerships. Ge...

Michael Young is the Owner and Senior IT Consultant of Computer CPR, a firm that provides over 140 small businesses of various industries with expert computer repair and IT support, emphasizing cybersecurity. Michael started Computer CPR in 2007 when he noticed the need for a proper IT support company that would go beyond basic troubleshooting. Michael obtained his Bachelor of Science degree in Co...

Rick Larkin is the Chief Information Officer at BCB Transport, a trucking company in Texas that empowers its independent contractors, employees, and truck drivers. Unlike most transport companies, Rick is big on driver safety, making critical decisions based on data—especially with the pandemic persisting. With over 10 years of leadership experience in the transport industry, Rick has also become...

Trey Dacy is a partner at Insurica, an insurance broker specializing in construction, energy, manufacturing, and healthcare. He has decades of experience in the industry, particularly in commercial property and casualty insurance, making him an expert in business protection. Before merging with Insurica, Trey was the owner of First Texas Insurance Services.   Trey joins me today to discuss the rol...

Gil Vollmering is the owner of Waters, Vollmering & Associates, an accounting firm headquartered in Mansfield, Texas that has been providing service since 1985. Before becoming a firm partner, Gil was with the IRS for over ten years as a revenue agent and internal auditor.   In addition to this, Gil has over 20 years of public accounting experience. Gil is also passionate about military history —...

Denise Logan—who is called The Seller Whisperer—coaches leaders and business owners on how to leave or sell their businesses successfully without feeling empty afterward. She is a speaker who regularly talks about the emotional rollercoaster of business selling and making sure a plan is in place in the event of an untimely passing. Denise is also the author of The Seller's Journey , which she desc...

Casey Campbell is the Managing Partner at PSK, a CPA firm that provides a wide range of business, personal accounting, and advisory services. He specializes in tax plan consultation and oversees team projects in both accounting and tax service departments. Before becoming part of PSK, Casey worked at KPMG for six years, focusing on manufacturing, construction, and alternative investment clients. C...

Ken Stibler is the Master Chair and International Speaker at Vistage, the world's top CEO organization with over 21,000 members across 25 countries. The goal of Vistage is to help leaders improve and maximize their leadership and decision-making. Ken has over 30 years of experience in business and consulting in the energy, athletics, automotive, insurance, and telecommunications fields. Before bec...

Layne Kasper is Managing Partner at Kasper & Associates, a firm that works with medium-sized businesses and helps business owners sell their companies. Layne has been the firm's Managing Partner since 1997 and is responsible for coordinating the firm's activities and being the go-to person for their network of prospective clients and professional advisors. Before leading Kasper & Associates, Layne...

Chris McKee is the president and founder of Venturity Financial Partners, an outsourced accounting firm in the Dallas, Texas area. The firm offers a wide range of bookkeeping, accounting, and CFO services, as well as systems support and consultations. Venturity was founded out of a need for an alternative for growing companies, including startups. Chris's experience has allowed him to offer specia...

Dr. Randy Hamilton is a pediatric dentist and part of D4C Dental Brands, one of the country's fastest-growing pediatric dental and orthodontic networks. Before partnering with D4C, Randy owned and directly managed iKids Dental, known for its top-notch customer service. Randy created a program that specifically trained staff to offer the best customer service available to clients in any circumstanc...

Tom Bronson is the President of Mastery Partners, a company that helps business owners smoothly transition their business and define the ultimate exit strategy that fits their terms. He is the author of Maximize Business Value: Begin with the Exit in Mind , a book that outlines the process of building business value and preparing for an exit strategy from the perspective of a business owner. Tom i...

Michael "Mike" Sweet is an attorney for Brackett & Ellis, a Fort Worth law firm that provides a wide range of litigation and transaction services. He has extensive experience representing clients in a variety of legal services, including estate planning and trust and estate tax. Michael has also been awarded Board Certification in Estate Planning and Probate by the Texas Board of Legal Specializat...

Odes Mitchell is the CEO of GM Pharmaceuticals, a family-owned and operated pharmaceutical company based in Arlington, Texas. Established in 1991, the company has produced over-the-counter and prescription medications as well as supplements to doctors, pharmacies, and consumers. Unlike many of his peers, Odes had a humble start in life, working as a truck unloader in his youth and an airport bagga...

Shawn Broussard is the CEO of Service First Mortgage, a full-service mortgage lending company established in 1997 to serve clients in Texas and Arizona. The Service First Mortgage team prides itself on being a preferred partner of the real estate community, with clients using their services for fast underwriting turnaround and shorter-than-average processing days. As CEO, Shawn strives to improve...

James Sellers is the Founder and CEO of the Sellmark Corporation, a company dedicated to building "Brands That Sell" in the shooting and outdoor industry by developing, acquiring, manufacturing, marketing, and distributing products in various outdoor categories (such as night vision, laser sights, tactical scopes, camping kits, and first aid kits.) James' decades of experience in the art of sellin...

Brandon Jones is a shareholder at Winstead PC, a national corporate law firm with offices in North Carolina, New York, and Texas. Their 300+ attorneys serve as legal advisors to clients in various industries including aviation, financial services, healthcare, investment management, and sports. Brandon has over 20 years of experience working with clients in many industries and different types of bu...

Lisa Harrington is a Vistage Chair, Brand Strategist, and Strategy Coach. She is the Founder & CEO of Abiding Strategy, a leadership coaching business. She specializes in strategy coaching, culture shift, vision mapping, management consulting, and brand strategy among others. She has over 35 years' experience with coaching clients in executive positions. Lisa earned a Bachelor's degree in Manageme...

Jeff Craig is the former President of Blaylock Gasket & Packing, a third-generation industrial gasket manufacturing company founded in 1983. They produce products like gaskets, extrusions, pads, and mechanical packing using a variety of materials like rubber, foam, non-asbestos paper, fiber, and felt. Serving a wide range of clients in the oil, food, OEM, construction, and agriculture industries,...

Dan Phillips is the Owner and Head Accountant at SIMDA Services Corporation, a family-run accounting and bookkeeping company dedicated to serving clients who want their small businesses to thrive in an ever-changing market climate. He has over 37 years of experience in business operations and financial accounting and held controller and management positions. He founded SIMDA Services Corporation s...

Brad Purifoy is an Investment Banking Professional at Corporate Finance Associates Worldwide. He has over 30 years of executive experience in the industry, including Fortune 500 corporate finance and Big 4 public accounting. He is a recognized expert in many transactions such as full company sales, recapitalizations, senior lending, stock sales, and mergers. Before joining Corporate Finance Associ...