September 30, 2012

Isabel Cruz discussed the benefits of eating healthy. As a self-taught chef who has opened many successful restaurants, Isabel knows that her message of eating healthy is reaching many. Her Latino heritage which combined the traditional dishes of Cuba, Puerto Rico, and Mexico, and her love of Korean, Thai, and Japanese cuisine have played a major influencing role in her ability to mix bold flavors to breathe new life into traditional dishes in a much healthier way.

With six different restaurants stretching down the West Coast from Portland, Oregon to San Diego, Isabel continues to dazzle with her recipes. Her local restaurant is Isabel’s Cantina in Pacific Beach, where people dine on her creative blends and Hispanic and Asian cuisine. In addition, Isabel has authored a cookbook so that everyone can enjoy these healthy recipes at home. So listen to the interview to learn how healthy food does not mean that your taste buds receive no excitement.

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September 23, 2012

Joel Grushkin discussed cost segregation. Having more than thirty years of executive experience, Joel is currently the San Diego Regional Director of Cost Segregation Initiatives (CSI). Cost Segregation is the IRS approved method of re-classifying components and improvements of a commercial building resulting in a reduced income tax liability and an increased cash flow. Cost Segregation is applicable to both owners and lessees. Grushkin’s consulting firm focuses on cost flow analysis and cost segregation for owners of commercial properties nationally. Throughout his career, Joel has preformed this type of analysis for the owners of a large range commercial properties. Some of the property types include restaurants, medical facilities, shopping centers, hotels, multi-family residences, and automotive dealerships.

Along with his work as Regional Director, Joel is a core member of Financial Service Resource Group (FSRG) and Strategic Trusted Advisors Roundtable (STAR). With his extensive consulting experience and his experience as CEO, COO, and CFO for holding companies that offered their services to those of the financial, real estate, automotive, and other industries, Joel’s discussion is illuminating for those who are searching for ways to make their commercial properties increase net cash flow.

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September 16, 2012

Alan Ball, tackled the subject of how businesses can go green. As the co-founder and partner of Sustainable Intelligence LLC, Alan, has been guiding local companies through all the aspects of this type of facilities support services. Since its establishment in 2009, Sustainable Intelligence LLC had been streamlining the processes of:

• Energy Audits and Retrofits
• Staffing Metrics
• Sustainable Facilitie
• Facilities Solutions
• Portfolio and Construction Management
• Facilities and Green Procurement Management

Alan’s experience includes a holding chair with Sustainability Alliance of Southern California (since 2008). He also holds a chair with California Center for Sustainable Energy, CCSE. Both organizations have been striving to decrease the overall carbon footprint made in Southern California. He is a retired Qualcomm Sr. Director of Business Services and had business management responsibility for sustainability, facilities, environmental health and safety, food services and energy. With increasing demand by consumers to conduct business with those that are environmentally conscious, Alan Ball helps businesses be competitive.

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Handout of PDF that accompanies Business Succession Planning: “Can I Really Fire My Mother?”
Five-minute highlight clip of Richard’s speech

Contact Richard if you are interested in having him speak at your event.

In his his most recent talk to financial planners, Richard Muscio asserts that solid, strategic, business planning should not be founded only on the precise drafting of documents and the most efficient number-crunching techniques in relation to reducing income taxes and wealth transfer taxes. Instead, business planning succession should focus on valuation, collaboration, and governance as the three imperative principles needed to ensure successful succession planning, whether for a large or a small business.

What type of family business are you planning for? Do we have a business-first family or a family-first business?”

September 9, 2012

Local San Diego business woman, Tammy Dias talks about how she is guiding others through the dream of business ownership with franchising. She first began her journey into business ownership with a company that she organically developed from the ground up. For this experience she made the novice mistakes that cost her valuable time and money. By the end of this experience, Tammy knew that there had to be a better way. The solution presented itself in the form of franchising.

Now, Tammy Dias is Certified Franchise Consultant, and is the President and CEO of The Franchise Connection. With her expertise and the utilization of a simple 5 step program, she is able to guide her clients towards the franchise which will complement them the most. By listening to all her clients needs, desires, and concerns she can offer them the advice needed to avoide wasted time making novice mistakes, while ensuring that they are still able to fulfill the dream that set them down the path of business ownership in the first place.

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