Charlotte Angel Connection Episode 109: Will McGuire and Anya Johnson of CrowdfundNC

Anya Johnson and Will McGuire with CrowdfundNC join us for the podcast today.

Will joined us a few years ago to talk about crowdfunding and his own company, CrowdfundNC. I wanted to circle back around and talk with Will and Anya about the crowdfunding initiatives in North Carolina as well as what the industry in general looks like.  I have long been a believer that local entrepreneurs are good investment opportunities as potentially investment opportunities for people willing AND able to take the risk.

Companies like CrowdfundNC make it easier for local people to invest in local businesses.  As Charlotte in particular – and North Carolina/South Carolina – continue to grow more entrepreneurs will start businesses looking to capitalize on that growth.  There are some new regulations coming out which impacts accredited and non-accredited investors too.

We discuss the opportunities in Raleigh and with Crowdfunding.  Anya encourages people to utilize the  website, NC Grind (https://ncgrind.com/) where people can go to find investment opportunities connected to North Carolina; get first access to NC business and investment news; and it provides education by luncheons, Networking events, etc.

An emerging trend in early stage capital are syndicates – which are essentially groups of similar people/organizations coming together to build businesses in their community.  Examples could be investors in IoT, Med Tech, Fin Tech, real estate, etc.  Crowdfunding platforms are making it easier for people to form syndicates and organize capital around communities/industries.  Will and Anya dive into this during our call and I believe this is an area to watch in the coming years.

Will and Anya discuss their connection to a large partner network with resources within North Carolina and outside the state to support community awareness , help raise funding, and connect people to other groups for support.

Hear what CrowdfundNC has to offer – you will definitely understand their mission - to grow North Carolina's entrepreneurial ecosystem by democratizing access to capital for all businesses providing new economic opportunities for all.  Ultimately as we’ve said before on the podcast there are avenues developing that will allow investors to better invest locally just like avenues have developed in the food world for us to buy locally.  I’m excited to watch this trend and invite you to follow Will and Anya to stay in the loop.

 

William Bissett is the owner of and an Investment Advisor Representative of Portus Wealth Advisors, a Registered Investment Adviser. Registration does not imply a certain level of skill or training. Opinions expressed on this program do not necessarily reflect those of Portus Wealth Advisors. The topics discussed and opinions given are not intended to address the specific needs of any listener.  

Portus Wealth Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. 

Investments described herein may be speculative and may involve a substantial risk of loss. Interests may be offered only to persons who qualify as accredited investors under applicable state and federal regulation or an eligible employee of the management company. There generally is no public market for the Interests. Prospective investors should particularly note that many factors affect performance, including changes in market conditions and interest rates, and other economic, political or financial developments. Past performance is not, and should not be construed as, indicative of future results.

 


Charlotte Angel Connection Episode 108: Alex Smereczniak, Co-Founder and CEO of 2ULaundry

Today we welcomed Alex Smereczniak, co-Founder and CEO of 2ULaundry, to the podcast.  Many of you know the story of 2ULaundry as they have been operating out of Charlotte since 2016 (and we had his co-founder, Dan D’Aquisto as a guest on episode #7).

Click here for the video version of the podcast.

Yet, this was our first-time having Alex on the podcast where we learn he is originally from Redwing, Minnesota and went to college at Wake Forest.  While he was at college, Alex and some friends started a laundry business catering to college students but they sold it as they were graduating.  Alex then took on the “9-5” world with EY and moved to Charlotte.  While there, he started to see some startups out west try to tackle the laundry problem and he couldn’t help but give it another shot – 2ULaundry was born in 2016.

2ULaundry is the new way to do laundry and dry cleaning that helps people make time for what matters most in their lives. Customers receive exclusive access to a full suite of offerings including flat rate laundry and dry-cleaning prices, free pickup and delivery, next business day turnaround, and more.

We discuss their initial business model and lessons learned and various pivots along the way.  In 2017 they vertically integrated without buying assets.  He shares their successful story of their first retail location in Charlotte and the impact it has had on the business. We also discuss their expansion into Atlanta, plans to expand (including franchising), and growth in the industry in general.  We discuss the fortunate timing of their capital raise in late 2019.

Our discussion naturally evolves into Covid-19 and he discusses what they had to do to preserve cash – a constant theme for CEOs to think about these days.  During the beginning months of Covid they watched and discussed what needed to happen and how they had to reposition themselves – as we learn it was a great time for a pause/refresh. We finally dive into the future and their decision to franchise and their growing relationship with Electrolux.

As is the case with so many of these podcasts, you walk away with a very high impression of Alex and 2ULaundry after this podcast.  The decisions CEOs of startups have to make under normal times comes through and the clarity with which Alex and the team have been able to pivot.

For further information regarding a 2ULaundry Franchise, contact Alex Smereczniak at alex@2ULaundry.com.

 

William Bissett is the owner of and an Investment Advisor Representative of Portus Wealth Advisors, a Registered Investment Adviser. Registration does not imply a certain level of skill or training. Opinions expressed on this program do not necessarily reflect those of Portus Wealth Advisors. The topics discussed and opinions given are not intended to address the specific needs of any listener.  

Portus Wealth Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. 

Investments described herein may be speculative and may involve a substantial risk of loss. Interests may be offered only to persons who qualify as accredited investors under applicable state and federal regulation or an eligible employee of the management company. There generally is no public market for the Interests. Prospective investors should particularly note that many factors affect performance, including changes in market conditions and interest rates, and other economic, political or financial developments. Past performance is not, and should not be construed as, indicative of future results.


Charlotte Angel Connection Episode 107: Desmond Wiggan, Co-Founder and CEO of BatteryXchange

 

This week we welcome Desmond Wiggan, a co-founder and CEO BatteryXchange to the podcast.  Like many entrepreneurs Desmond’s business model was disrupted as a result of Covid19.  As an African American entrepreneur, he also engaged in the community promoting equality for minority founders and changing the narrative for minorities in technology.  He’s also a new father.

You’ll quickly learn that tackling all these things is just what Desmond does – he’s a fantastic person with great drive and self-awareness.

Desmond was kind enough to talk through his journey with us.  In many regards, it started out with him running track in college.  Through his track team, he was able to learn how to be a leader.  He took that leadership and the know-how of doing what has to be done to win to the corporate world.  After spending time with Pepsi, Desmond took the opportunity to travel to China for his MBA.

In the Spring of 2018 – just before leaving China - Aubrey Yeboah and Desmond developed the concept for BatteryXchange out of convenience of needing a charged battery for their cell phone.

BatteryXchange is an IoT technology company that connects people, businesses, and communities to things that matter to each entity the most.

On our podcast, Desmond discusses their business model pre-Covid and how they had to pivot to focus on businesses in the essential worker spaces including healthcare and public transportation.  He talks about crowd funding and shares his story of the hurdles of starting a new business as a black man.  We also discuss Desmond’s involvement with the Black Entrepreneurship Council, a new program initiated this summer through NC IDEA.

It’s a great podcast, listen to the importance being a part of a community, globalization, and their core mission, to keep people connected.

For those wanting to learn more about BatteryXchange and Desmond, register for an opportunity to meet the team, learn more about their products and understand their investment opportunity.  Registration can be found here – www.bxesummit.com/summit2020

 

William Bissett is the owner of and an Investment Advisor Representative of Portus Wealth Advisors, a Registered Investment Adviser. Registration does not imply a certain level of skill or training. Opinions expressed on this program do not necessarily reflect those of Portus Wealth Advisors. The topics discussed and opinions given are not intended to address the specific needs of any listener.  

Portus Wealth Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. 

Investments described herein may be speculative and may involve a substantial risk of loss. Interests may be offered only to persons who qualify as accredited investors under applicable state and federal regulation or an eligible employee of the management company. There generally is no public market for the Interests. Prospective investors should particularly note that many factors affect performance, including changes in market conditions and interest rates, and other economic, political or financial developments. Past performance is not, and should not be construed as, indicative of future results.


Charlotte Angel Connection Episode 106: Lee Farabaugh, President of Core10 and Joe Maxwell Managing Partner with FINTOP Capital

 

Lee Farabaugh and Joe Maxwell join me on the Charlotte Angel Connection today to discuss Core10.

Lee Farabaugh is the Co-Founder and President of Core10.  She is a technology design, operations and innovation expert with over a decade of experience in fintech and health care IT – and she’s been fortunate to call Charlotte home before!

Joe Maxwell is the Managing Partner with FINTOP Capital.  FINTOP Capital, is a venture capital firm managed by a team of seasoned operators, based in Nashville, TN. In addition, to being an investor in Core10 FINTOP capital was an earlier investor in DealCloud – a Charlotte startup that was sold several years ago (here founders Rob Cummings and Ben Harrison talk about their exit on Episode 78).

Core10, founded in 2016 and backed by FINTOP Capital, is a leading US-based provider of API Integration and SaaS implementation services to the fintech and financial services industry.

Their 100% US-based development team is located in smaller US Hereshore® communities, including Huntington, West Virginia, and Martin, Tennessee, where they offer clients expert resources at a competitive rate. These Hereshore® communities are selected because they produce highly educated developers in places with a significantly lower cost of living than the major US hubs and large cities.

During the podcast we discuss their business value of providing high quality software in US from costing a fortune.  Listen to why Lee decided to start their business in West Virginia and Tennessee and learn about the success they have had in building relationships in the community, working with Universities, and becoming a community leader.

We discuss the business model now and future, partnerships with other states, and the need for building an ecosystem. They share their success stories of making the deals happen, and what business has been like for Core10 for the past four months during the early stages of the Covid19 pandemic.

You don’t want to miss this podcast and listen to their excitement and desire for everyone to win.

 

William Bissett is the owner of and an Investment Advisor Representative of Portus Wealth Advisors, a Registered Investment Adviser. Registration does not imply a certain level of skill or training. Opinions expressed on this program do not necessarily reflect those of Portus Wealth Advisors. The topics discussed and opinions given are not intended to address the specific needs of any listener. 

Portus Wealth Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. 

Investments described herein may be speculative and may involve a substantial risk of loss. Interests may be offered only to persons who qualify as accredited investors under applicable state and federal regulation or an eligible employee of the management company. There generally is no public market for the Interests. Prospective investors should particularly note that many factors affect performance, including changes in market conditions and interest rates, and other economic, political or financial developments. Past performance is not, and should not be construed as, indicative of future results.


Charlotte Angel Connection Episode 105: Jordan Schindler, CEO and Founder of NuFabrx

 

We are really pleased to have Jordan Schindler, CEO and Founder at Nufabrx (previously known as Textile-Based Delivery, Inc) on the podcast today (watch our podcast on Youtube).

Much like our last podcast with Chris Wright from Whystle (click here), Jordan had to deal with a big change to his business model during March.  While he was in the midst of launching into Walmart and had just finished a capital raise, the need for more masks in the US was/is directly in their line of work.  As such, we explore this pivot and the impact with Jordan in detail.

Before diving straight into the meat of the pivot, we learn Jordan grew up in Arizona and at an early age knew he had a passion for entrepreneurship.  He attended the University of Washington in Seattle.  Fighting an acne problem in college he sought out a dermatologist who essentially recommended Jordan to change his pillowcase more often.  It sounded like a crazy concept – wash your sheets to solve the acne problem.  As such, Jordan took to solve the problem in a different way – creating fabric that heals.

Jordan shares his story of how he got involved with a group of people from MIT and how their relationship evolved.  He moved to the Conover, NC in 2016 to have access to the Manufacturing Solutions Center.  This was a pivotal moment in the business as it really opened lots of doors for Jordan and the business and provided him access to tools it would have been impossible (or highly expensive) to purchase on his own.

Nufabrx is innovating smart materials which integrate state-of-art controlled release of active ingredients within garments, offering topical and transdermal benefit with high compliance, safety, aesthetics, and convenience.  Their patented platform technology enables the safe and controlled delivery of active ingredients to target locations on the body.

Listen to his success story from a pillowcase to socks with built in pain relief to masks for today’s pandemic.

**Special note, for every order they receive, they donate masks to healthcare first responders.**  You can order there mask and glove products here (www.theramasks.com).

 

William Bissett is the owner of and an Investment Advisor Representative of Portus Wealth Advisors, a Registered Investment Adviser. Registration does not imply a certain level of skill or training. Opinions expressed on this program do not necessarily reflect those of Portus Wealth Advisors. The topics discussed and opinions given are not intended to address the specific needs of any listener. 

Portus Wealth Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. 

Investments described herein may be speculative and may involve a substantial risk of loss. Interests may be offered only to persons who qualify as accredited investors under applicable state and federal regulation or an eligible employee of the management company. There generally is no public market for the Interests. Prospective investors should particularly note that many factors affect performance, including changes in market conditions and interest rates, and other economic, political or financial developments. Past performance is not, and should not be construed as, indicative of future results.


Charlotte Angel Connection Episode 104: Chris Wright, Founder of Whystle

Chris Wright, founder of Whystle, joins us today on the podcast.

Chris is an entrepreneur obsessed with learning and relentless personal improvement. Chris is from Indiana, grew up in upstate New York and attended University of South Carolina.  After college he had a job with Deloitte and was fortunate to have a few months prior to his official start date.  During his time off, Chris started two businesses which was where he knew he wanted to come back to.  One of the businesses, which he still co-owns, sells private label men’s accessories thru an Amazon FBA (fulfillment by Amazon).  You’ll hear a few of the lessons he learned through this business as we dive through his journey.

Chris spent two years as a consultant with Deloitte before he finally nailed down his next company - Whystle.

Whystle is an on-demand cleaning service you schedule via an app.  Whystle’s goal is to provide simple to book, transparent cleaning services so people know what they were getting, how much they are paying and can get their time back!

In our discussion today, Chris discusses his consulting assignments at Deloitte and what made him decide to leave Deloitte.

With the demands of being a consultant, working long hours and traveling demands he had no time to maintain a “home”.  He first got the idea to start Whystle in the fall of 2018.  He thought it would be a great concept for professionals who – like him - lead busy lives so they could take back some of their free time.

Chris built his website, got operational, and started Whystle full time in March 2019.  They had a successful first year, lots of ups and downs but successful. One year later COVID-19 happens and by end of March 2020 75% of their overall business had to pause services.  He discusses the challenges they experienced during this time.

Listen to how they overcame the business challenges resulting from COVID-19 pivoted to a new service for commercial property owners, Whystle Disinfection Services.  Chris’ goal for Disinfection Services is to help businesses reopen safely and to help create a place where employees and customers are not fearful.  He discusses their back to business opening plan and discusses guidelines they have made available on their website for others to use.  Chris has made his back to business plan available online including a free 15 minute consultation.  Please follow this link for additional tips and details - https://www.whystle.co/back-to-business-action-plan.

It’s a great podcast, you don’t want to miss it.  Chris is a great leader, a team player and truly has the desire to help and educate people on how to reopen and do it safe.

 

William Bissett is the owner of and an Investment Advisor Representative of Portus Wealth Advisors, a Registered Investment Adviser. Registration does not imply a certain level of skill or training. Opinions expressed on this program do not necessarily reflect those of Portus Wealth Advisors. The topics discussed and opinions given are not intended to address the specific needs of any listener. 

Portus Wealth Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. 

Investments described herein may be speculative and may involve a substantial risk of loss. Interests may be offered only to persons who qualify as accredited investors under applicable state and federal regulation or an eligible employee of the management company. There generally is no public market for the Interests. Prospective investors should particularly note that many factors affect performance, including changes in market conditions and interest rates, and other economic, political or financial developments. Past performance is not, and should not be construed as, indicative of future results.


Charlotte Angel Connection Episode 103: Scott Pope and Eric Kirsch, Co-Founders of Mito Station

We are exploring the world of video podcasting so please feel free to watch today's podcast here - https://youtu.be/Fn4NpldmZhQ

Scott Pope and Eric Kirsch join the podcast today to discuss Mito Station and the health care startup space in Charlotte.  Mito Station is a co-working space built specifically to meet the needs of innovative healthcare start-up companies.  In addition to getting this unique concept off the ground both Eric and Scott hold down other jobs in the health care space in Charlotte.  They’ve been dedicated to building a network in the medical community over the last several years to help cultivate the growing need for more innovative medical startups in Charlotte.

As such, the concept of Mito Station came out of necessity and something Eric and Scott have seen become important as the healthcare startup community has grown up.  Eric has been leading the Society of Physician Entrepreneurs (SOPE) and their Charlotte Chapter since we last did a podcast with him and Scott has continued to grow the NC Health Innovators Group he launched in 2018.  Together they have seen more healthcare-based startups in the area – and even greater demand for more.

We discuss the challenges and strategies in developing workspace in the healthcare industry and the three main needs for innovating healthcare in Charlotte.  They discuss their relationship in working with other healthcare stakeholders in the Charlotte area and the direction they are going and what the healthcare ecosystem will look like in the next 3-5 years.  They also discuss their opinion of why Charlotte is having success in the healthcare start-up scene.

Mito Station will offer flexible lease terms and spatial arrangements that allows tenants to become submerged into the healthcare ecosystem.  Mito Station tenants will have unlimited access to the healthcare innovation center which will offer access to useful resources, events, and healthcare professionals.

SOPE is a community comprised of all types of healthcare professionals, entrepreneurs, organizations, and investors. They have regular networking meetings and an annual state conference.

NC Health Innovators is an organization looking to bridge the gap between health-care providers and technology entrepreneurs in the Charlotte region and across North Carolina.

It is a great podcast, listen to learn about Charlotte’s healthcare ecosystem.

 

William Bissett is the owner of and an Investment Advisor Representative of Portus Wealth Advisors, a Registered Investment Adviser. Registration does not imply a certain level of skill or training. Opinions expressed on this program do not necessarily reflect those of Portus Wealth Advisors. The topics discussed and opinions given are not intended to address the specific needs of any listener. 

Portus Wealth Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. 

Investments described herein may be speculative and may involve a substantial risk of loss. Interests may be offered only to persons who qualify as accredited investors under applicable state and federal regulation or an eligible employee of the management company. There generally is no public market for the Interests. Prospective investors should particularly note that many factors affect performance, including changes in market conditions and interest rates, and other economic, political or financial developments. Past performance is not, and should not be construed as, indicative of future results.


Charlotte Angel Connection Episode 102: Hall T. Martin, Founder and CEO of TEN Capital Network

Today, we welcome Hall T. Martin to the podcast.  Hall is the Founder and CEO of TEN Capital Networks, formerly known as the Texas Entrepreneurial Network.  He has been involved in the Texas angel investors community since at least 2006 when he became the director of the Central Texas Angel Network.  Since then, Hall has gone on to start or run the Wilco Angel Network, the Austin Entrepreneur Network, the Baylor Angel Network and several others.

Hall was kind enough to have me on his podcast to talk about what's happening in the Charlotte startup/angel community a few weeks ago. In those discussions, I learned some things about Hall and his approach to angel investing I thought would be valuable to share with our listeners. One of the more interesting things we dive into his view of a 3X in 3 years approach to the companies they invest in. It's a essentially a redemption right which protects the investor from having the startup turn into more of a lifestyle business than a fast growing startup to be acquired in a number of years.

As we continue our discussions, Hall has some really good advice on ways for entrepreneurs to build relationships with local angel investors.  We also dive into meeting structure and what Hall's learned over the years for having angel network meetings.  Hall also highlights ways the process has been partially moving online - even before Covid-19 - and something we can all attest to after fully utilizing Zoom and other online conferencing sites.

Hopefully you enjoy today's podcast with Hall!

Our next podcast is with Scott Pope and Eric Kirsch as they talk about the local healthcare startup scene and their continued efforts to nurture a growing part of Charlotte's startup scene.

 

William Bissett is the owner of and an Investment Advisor Representative of Portus Wealth Advisors, a Registered Investment Adviser. Registration does not imply a certain level of skill or training. Opinions expressed on this program do not necessarily reflect those of Portus Wealth Advisors. The topics discussed and opinions given are not intended to address the specific needs of any listener. 

Portus Wealth Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. 

Investments described herein may be speculative and may involve a substantial risk of loss. Interests may be offered only to persons who qualify as accredited investors under applicable state and federal regulation or an eligible employee of the management company. There generally is no public market for the Interests. Prospective investors should particularly note that many factors affect performance, including changes in market conditions and interest rates, and other economic, political or financial developments. Past performance is not, and should not be construed as, indicative of future results.


Charlotte Angel Connection Episode 101: Don Rainey, General Partner with Grotech Ventures

 

Today Don Rainey, Partner with Grotech Ventures, joins us on the Charlotte Angel Connection.  Don is an experienced venture capitalist with a track record of successful enterprises. He has been involved with internet-based companies building large audiences and businesses for over 20 years. Over that time, he has made investments in ecommerce, fintech, networking technology and social media-related startups.

Don moved to the Lake Norman area in 2013.  He is part of a growing number of Lake Norman area residents who have experience in the venture/startup space. They are increasingly utilizing Davidson’s Hurt Hub as a place to meet, network and share opportunities.

In our podcast today, Don speaks about the role of a venture capitalist.   We talked some about Don’s decision to move into the VC space “way back” in 2000 – including the story of his first pitch.  Given Don’s experience, we had some fun talking about the his most and least successful investments.  He goes into nice detail talking about what created success for the successful one and what lead to the demise of the unsuccessful.

During the podcast we also discuss what Charlotte is lacking in the early stage capital scene and the need for valuation creation.  He also shares his thoughts about the Charlotte ecosystem in the next 3-5 years.

We also dive into the Don’s desire to build a “community” which is the reason for he started a course at the Hurt Hub called “Angels and Devils: The Details of Private Investing”.  It started as a 4-week course in coordination with LaunchLKN, Erica Madden, and Julie Goff before the social distancing measures went into effect.  I’d highly encourage any Lake Norman area listeners to reach out to Don to find out more. One of the goals of the course is to equip someone to be a confident angel investor – and given the growing interest in this Don is a great resource.

 

William Bissett is the owner of and an Investment Advisor Representative of Portus Wealth Advisors, a Registered Investment Adviser. Registration does not imply a certain level of skill or training. Opinions expressed on this program do not necessarily reflect those of Portus Wealth Advisors. The topics discussed and opinions given are not intended to address the specific needs of any listener. 

Portus Wealth Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. 

Investments described herein may be speculative and may involve a substantial risk of loss. Interests may be offered only to persons who qualify as accredited investors under applicable state and federal regulation or an eligible employee of the management company. There generally is no public market for the Interests. Prospective investors should particularly note that many factors affect performance, including changes in market conditions and interest rates, and other economic, political or financial developments. Past performance is not, and should not be construed as, indicative of future results.


Charlotte Angel Connection Episode 100: Tana Greene, Co-Founder and CEO of MyWorkChoice

 

Today, Tana Greene shares her story as a successful entrepreneur and mentor.

At the age of 17, she wrote a goal on a piece of paper: “own my own business by the age 30.”  It was a far cry from where she was but you’ll hear why it wasn’t a long shot at all. With each passing year, her purpose beat louder and grew stronger.  Along the way, the business became clear – she wanted to help others by finding them employment. Owning her own business became a reality in 1988, when she co-founded a national staffing company that grew to operate in more than 20 states.

In 2017, she guided the company’s transformation into MyWorkChoice. With over 30 years of experience in the industry she saw first-hand the changing needs of the contingent workforce and understood the vital role flexibility and technology must play moving forward.

MyWorkChoice is the first workforce solution for warehousing, logistics, call center, and light industrial companies that allows employees to make decisions about how often and when they work. Through an easy to use mobile app, MyWorkChoice embraces flexibility by empowering workers to design their own schedule and creates a culture of performance and accountability evidenced by fill rates averaging above 95%. MyWorkChoice is the dependable, all-in-one workforce solution that scales alongside business needs.

Tana’s purpose is to “ignite joy”.  As a teenage mother and a survivor of domestic violence, she shares her journey with us.  She’s also shared it countless other times and has become a vital part of Safe Alliance.

Tana discusses how important goal setting and core values are for business – as well as the importance of mentor relationships with other entrepreneurs (she’s been a mentor to many Charlotte area entrepreneurs including Betsy Hauser Idilbi who was on the podcast a few years ago).

She shares stories about the beginnings of their staffing business, the challenges of franchising, and what she learned along the way through some of their failures.  We discuss the future of the staffing business and technology’s role -which she admits has been a learning process.

Don’t miss this podcast and hear Tana’s passion to “ignite joy” by sharing her story to help other people.

I can’t think of a better way to celebrate our 100th episode of the Charlotte Angel Connection Podcast.  Tana embodies all that an entrepreneur, investor, mentor and ecosystem member should have.  Be bold, make decisions, learn by them and help others along the way.

 

William Bissett is the owner of and an Investment Advisor Representative of Portus Wealth Advisors, a Registered Investment Adviser. Registration does not imply a certain level of skill or training. Opinions expressed on this program do not necessarily reflect those of Portus Wealth Advisors. The topics discussed and opinions given are not intended to address the specific needs of any listener. 

Portus Wealth Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. 

Investments described herein may be speculative and may involve a substantial risk of loss. Interests may be offered only to persons who qualify as accredited investors under applicable state and federal regulation or an eligible employee of the management company. There generally is no public market for the Interests. Prospective investors should particularly note that many factors affect performance, including changes in market conditions and interest rates, and other economic, political or financial developments. Past performance is not, and should not be construed as, indicative of future results.