SYM logo

Business Owners

Retirement Plans and How to Make Them Work with Tom Ackmann (podcast)

Tom Ackmann is a principal and senior retirement plan advisor at SYM Financial Advisors, an RIA firm with a long history of serving plan sponsors and their employees. He previously worked as the Vice President of Baden Retirement Plan Services and the Vice President for Ascensus. At SYM, Tom leads a team that advises over 100 corporate clients and 10,000 participants. Tom holds a degree in Communications/Political Science from Concordia University Chicago. Tom joins me

Read More »

Things to Consider When Selling Your Business

When you’ve run a business for many years, its day-to-day operations consume the lion’s share of your attention and focus—as they should. There’s always life after business, though, and it can be hard to find the time to consider how and when you’d like to transition out of ownership, much less how you’d like that transition to look. Do you have plans to keep your company in the family or sell it to employees? Are

Read More »

Leadership Amid Uncertainty with Luke Schroeder

Luke Schroeder is the Owner of Starting Strength Cincinnati. After graduating with a Bachelor’s degree in Management from Purdue University, Luke worked in leadership positions across several industries, including aerospace and manufacturing. These positions include serving as the Plant Manager of Red Spot Paint, the Manufacturing Manager of Zimmer Biomet, the Senior Operations Manager of NuVasive, and the Director of Operations at Bullen Ultrasonics. Luke joins us today to discuss what it takes for a

Read More »

Connecting with Clients Through Our People with Dave Youngstrom

Dave Youngstrom is the CEO of Yeo & Yeo CPAs & Business Consultants. Yeo & Yeo is one of the country’s leading tax, technology, accounting, wealth management, and medical billing advisory firms. Dave has been part of the Yeo & Yeo family for over 28 years, where he served as Principal, Director, and Board of Directors before becoming its CEO. He earned his Bachelor of Business Administration at Saginaw Valley State University – College of

Read More »

Owner’s Corner – The Foundations of an Enduring Construction Company with Randy Strebig (podcast)

In memoriam of Randy Strebig. We are forever grateful for the time and insight he shared with us.   Randy Strebig is the Founder and Owner of Strebig Construction, a construction firm in Fort Wayne, Indiana. When Randy founded the company in 1980, he focused the firm’s efforts on residential modeling, roofing, and concrete flatwork. Over the last 40 years, Strebig Construction has been expanding and evolving into a dominant force in commercial, industrial, and

Read More »

Owner’s Corner – Maximizing Value and Optimizing Outcomes when Selling your Business with Doug Conner and Alex Shortle (podcast)

Over the last 30 years, Doug Conner has been buying and selling lower-to-middle-market businesses in the Midwest. During this time, he has also worked as the Managing Director at Periculum Capital Company and the Principal at BrightPath Capital and Cardinal Ventures. Doug holds a Bachelor’s degree in Economics and Mathematics from DePaul University and received his Master of Business Administration degree from Harvard Business School. Alex Shortle has spent the bulk of his career supporting

Read More »

How can we help?

This field is for validation purposes and should be left unchanged.