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A geometric design with vibrant intersecting colors forms the background. The text in the center reads "The Owner's Corner." The bottom left displays the SYM Financial Advisors logo. The bottom right has "EP10" and "Melissa Bradberry" written, discussing exit strategies for business owners.

Tax, Business, and Exit Strategies for Medical Practice Owners with Melissa Bradberry

February 28, 2023

Melissa J. Bradberry, CPA, is a Director at Baden Gage & Schroeder LLC, one of the largest certified public accounting and business consulting firms in Indiana. With over 18 years of professional tax experience, Melissa has extensive industry knowledge with clients involved in medical industries, manufacturing and service industries, and financial institutions. Melissa joined the firm in 2018 as a tax manager, a role where she was responsible for individual and business clients. She received

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A man in a suit and tie stands confidently with arms crossed in front of a graphic background featuring arrows. The text reads "EXECUTIVE DECISIONS: A Podcast for Business Leaders," highlighting the journey of a corporate executive rising to the top, and includes a quote about creating an environment for feedback. The name "Sebastian Soria" is also shown.

What It Truly Takes to Rise to the Top with Sebastian Soria (podcast)

October 10, 2022

http:// Sebastian Soria is the Vice President and Total Rewards Officer at Newmont Corporation—one of the world’s leading gold, copper, silver, lead, and zinc producers. The company is notably the only gold producer in the S&P 500 Index and is recognized as a champion for ESG practices. Sebastian has over 28 years of experience in the financial industry, spending over 26 years with Dow in various leadership roles, including human resources and compensation. He holds

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A promotional graphic for "The Owner's Corner" podcast, episode 8 featuring Jeff Taner discussing key insights on C Corp structures. The background is a geometric design with shades of blue, green, and pink. The SYM Financial Advisors logo is in the bottom left corner.

Understanding Taxes for Different Business Structures with Jeff Taner (podcast)

September 27, 2022

Jeff Taner is a certified public accountant and Managing Partner of DWD CPAs & Advisors, a firm that offers tailored assurance, tax, and accounting services for businesses, individuals, and nonprofit organizations. Jeff has been serving DWD CPAs & Advisors for over 40 years. After graduating from Indiana University at Fort Wayne with a degree in Business Accounting, Jeff began his career in the company in 1982 and became a partner in 1996. In 2009, Jeff

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A well-dressed man wearing glasses and a suit, seated with a confident posture. The image includes text: "EXECUTIVE DECISIONS: A Podcast for Business Leaders," and a quote, "Every single contribution, every single moment of my intentional giving meant some difference to one person." - Jimmy Greene.

Having Intentionality with Each Contribution with Jimmy Greene (podcast)

September 12, 2022

Jimmy Greene is the President & CEO of Associated Builders & Contractors (ABC) of Michigan, a trade association representing Michigan’s commercial and industrial construction industries. He is the first Black CEO in the organization’s 60-year history. Jimmy is also the founder of Total Solutions Group in Saginaw, a firm specializing in technology project consulting and telecommunications. Before becoming the President of the ABC of Michigan, he served as president and CEO of Associated Builders &

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An image promoting the "Executive Decisions: A Podcast for Business Leaders" features a stylized graphic of arrows pointing upward. The quote by Paul Barbeau, "When you're starting, every voice has an impact on the culture," is prominently displayed on the lower half, emphasizing his insight.

Executive Decisions – Building A Company Culture from Scratch with Paul Barbeau (podcast)

August 9, 2022

Paul Barbeau is the Senior Global Director at Dow, a material science company that provides innovative and sustainable solutions for consumer care, infrastructure, and packaging businesses. Paul collaborates with various business leaders to improve existing workplace strategies with employee experience, asset optimization, and sustainability in mind. He is also the Director at 1st State Bank, a banking company that focuses on helping businesses grow in the Great Lakes Bay area. Paul joins me to explain

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A smiling man in a suit is featured on a promotional graphic for "The Owner's Corner" podcast. Text on the graphic reads "EP4 Doug Conner Alex Shortle: Tips for Selling Your Business.

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

April 25, 2022

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

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Come and visit our quarters or simply send us an email anytime you want. We are open to all suggestions from all clients, old or new.
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Warsaw, IN

(574) 267-2300 801 Park Avenue, Winona Lake, IN 46590

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Indianapolis, IN

(317) 848-2180 9100 Keystone Crossing #560, Indianapolis, IN 46240

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Midland, MI

(989) 631-0244 414 Townsend St # 202, Midland, MI 48640

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Mishawaka, IN

(574) 287-0035 4215 Edison Lakes Pkwy Suite 320 Mishawaka, IN 46545

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Fort Wayne, IN

(260) 387-68227030 Pointe Inverness Way #100, Fort Wayne, IN 46804

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It starts with a phone call. We’ll listen. Then advise on your next best steps toward financial clarity. 800-888-7968.
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