Newsletter

A collection of 22 posts

Owner Operated - Acquiring an Advantaclean Franchise at 28 Years Old, with Artem Lopatchenko

Welcome to the Owner Operated newsletter. In this week's show, I spoke with Artem Lopatchenko, CPA, owner of AdvantaClean of Cary-Apex, co-owner of Ace Handyman Services of the Greater Triangle and Johnston County areas, real estate investor, and adjunct professor of accounting at Western Connecticut State University. Artem is raising

Takes 47 minutes

Owner Operated - "Who's Your Who?" with Alex Mihajlov and Trevor Chambers, Olde Raleigh Financial Group

In this week's show, I spoke with Alex Mihajlov and Trevor Chambers. Alex and Trevor are wealth advisors at Olde Raleigh Financial Group, an independent financial advisory firm in Raleigh, NC.

Takes 2 minutes

Owner Operated - Buying and Operating a Landscaping Company with Billy Van Eaton, Cumberland Landscape Group

In episode 16, I had a great conversation with Billy Van Eaton, owner of Cumberland Landscape Group and Talents Equity.

Takes 2 minutes

Owner Operated - A Journey Into Main Street with Jeff Johnson Jr., Power Mulch Inc.

For episode 15, we're starting the new year off right with a fascinating niche Main Street business. I spoke with Jeff Johnson, the owner of Power Mulch, a material-blowing company based in Smithfield, North Carolina.

Takes 3 minutes

Advising Families with >$25 Million in Net Worth with Katherine Dunlevie, Managing Director of Synovus Family Office

In this episode, I spoke with Katherine Dunlevie, the Executive Vice President and Managing Director of the Family Office at Synovus, a family office headquartered in Columbus, Georgia, focusing on families with wealth in excess of $25 million.

Takes 2 minutes

$56 Million in Real Estate with Nick Earls and Eric DiNicola, Winterspring Capital

Nick Earls and Eric DiNicola are co-founders and managing principals of Winterspring Capital and co-owners of PWN Development based in the Greater Boston area.

Takes 2 minutes

From 6 to 70 Employees in Environmental Remediation with Mel Phillips, Product Recovery Management (PRM)

Mel is the president and co-owner of Product Recovery Management (PRM) and Triangle Stainless, alongside his brother, Brian Phillips.

Takes 2 minutes

Should You Invest in a 401K? And More with John Rumsey of RHA Wealth

In Owner Operated's very first virtual episode, I had a great conversation with John Rumsey, co-owner of RHA Wealth in Raleigh about managing personal and small business finances.

Takes 2 minutes

From $1M to $6M in Sales in HVAC & Plumbing with Lane Riley, Previous Owner of Happy Home Services

Welcome to Owner Operated: Conversations with Small Business Millionaires. This week, I spoke with Lane Riley, previous owner of Happy Home Heating and Cooling in Durham, North Carolina. Lane purchased the company in 2010 and grew it from $1 million to $6 million in sales over 10 years. In 2020,

Takes 2 minutes

The Real Definition of Entrepreneurship with Scott Maitland, Top of the Hill Restaurant and Brewery

Welcome to Owner Operated: Conversations with Small Business Millionaires. This week, I spoke with Scott Maitland, owner of Top of the Hill Restaurant and Brewery in Chapel Hill, North Carolina. A graduate of West Point, Scott is the proprietor of Top of the Hill Restaurant and Brewery, an iconic Chapel

Only a minute

6 Things I've Learned About Small Business

Welcome to Owner Operated: Conversations with Small Business Millionaires. We're back! This week, I decided to challenge myself to record my first solo episode. I talk about what I've learned about small business from the podcast conversations I've had so far and from working with owners at MidStreet. Listen to

Only a minute

Success in Homebuilding in Raleigh, North Carolina with Josh Swindell, Envision Homes (feat. Erik Sullivan)

Welcome to Owner Operated: Conversations with Small Business Millionaires. This week, I spoke with Josh Swindell, one of the three partners of Envision Homes, a homebuilder in Raleigh, North Carolina. Listen to this week's show on Spotify, Apple, Google Podcasts or Stitcher. A big shout-out to Erik Sullivan, who represented

Takes 2 minutes

Tim Hunter - Fidelity Bank

Welcome to Owner Operated: Conversations with Small Business Millionaires. This week, I spoke with Tim Hunter of Fidelity Bank, a fourth-generation-owned family business. Tim and I met through a mutual connection with Jed Byrne, who writes the Top 5 newsletter. We bonded over our mutual appreciation for small and blue-collar

Takes 2 minutes

Erik Sullivan - MidStreet

This week, I spoke with Erik Sullivan, my close friend and coworker at MidStreet. Listen for why everyone should own a small business once in their life (see below).

Takes 2 minutes

Melissa Herzog - FullCircle Private Wealth Management of Raymond James

Welcome to Owner Operated: Conversations with Small Business Millionaires. This week, I spoke with Melissa Herzog, owner of FullCircle Private Wealth Management of Raymond James.

Takes 2 minutes