Show Notes:

In this episode of Business Growth Spotlight, host Heidi Schalk sits down with Ted Beringer, founder of The Beringer Group, to explore the often-complex world of family business transitions. With decades of experience in investment banking and consulting, Ted shares his deep insights on how legacy businesses can successfully navigate leadership shifts, whether transitioning to the next generation or preparing for an outside sale.

Ted dives into the importance of early planning, the emotional and financial dynamics of family leadership handoffs, and why running regular “fire drills” is essential for long-term success. He also opens up about his own entrepreneurial journey, and how he defines success through the families his firm helps protect and grow their wealth.

This conversation is packed with practical strategies and hard-won wisdom for any founder, business owner, or advisor supporting multigenerational business growth.

Bio

Ted founded The Mid-Atlantic Companies, Ltd. in 1979 with the goal of serving the financial needs of private and closely held business owners and their families. The firm grew to become a national presence, employing over 100 people and operating offices across the United States. In 1999, Mid-Atlantic was acquired by First Union Corporation (now Wells Fargo).

In early 2000, Ted and his son Chris founded The Beinger Family Office. Later that year, they, along with a few select partners, established The Beringer Group. The company focuses on providing business owners with transition, corporate development, and liquidity options, specializing in the “keep/sell” decision and its impact on family businesses. The Beringer Group has worked with some of the most well-known family businesses in America.

Ted has been a featured speaker at numerous business events and family meetings across the country. He is a graduate of the University of Buffalo.

To connect with our guest, click on the links below:

LinkedIn: https://www.linkedin.com/company/theberingergroup/

Youtube: https://www.youtube.com/@TheBeringerGroup

Connect with me:

Spotlight to Scale: Spotlight to Scale Blueprint

LinkedIn: https://www.linkedin.com/in/heidischalkcoaching/

Show Notes:

In this episode of Business Growth Spotlight, host Heidi Schalk sits down with Bill Price, founder of DRIVA Solutions and former Amazon executive, to explore the pivotal role of customer service and loyalty in driving sustainable business growth. Bill shares insights from his journey starting at Amazon and evolving into launching his own consulting firm and highlighting the importance of embedding customer service into every level of an organization.

Their conversation covers practical strategies for removing pain points in the customer experience, using AI to predict and meet customer needs, and the power of global collaboration in refining service delivery. Bill also reflects on the challenges that come with scaling a business and the necessity of staying ahead of emerging trends in customer care.

Bio:

Co-author of four books on increasing CX while controlling costs: (1) The Best Service is No Service (2008); (2) Your Customer Rules! (2015); (3) The Frictionless Organization (2022); and (4) Zero Complaints (2025).

We now have a family of GenAI products, DrivaAI, led by AIG = Automated Intent Generator. www.drivasolutions.com describes our three practice areas = Contact Optimization to get more value from few(er) agent-handled contacts; (2) Performance Optimization to find & grow "best agents" and "best teams"; and (3) Sourcing Optimization to solve for "where in the world should we go (next)?" for customer support + "how on earth do we make it work for our customers?".

Selected as "Call Center Pioneer" in its 1st year, 1998.

Eagle Scout.

To connect with our guest, click on the links below:

LinkedIn: https://www.linkedin.com/in/bill-price-drivasolutions

Website: www.drivasolutions.com

Connect with me:

Spotlight to Scale: Spotlight to Scale Blueprint

LinkedIn: https://www.linkedin.com/in/heidischalkcoaching/

Show Notes:

In this episode of Business Growth Spotlight, Ashok Giri, CEO of PageMajik, shares a behind-the-scenes look at how AI is reshaping the publishing industry. He opens up about the challenges of scaling a business in a sector that's often slow to adopt new technologies, and how PageMajik is using AI to streamline workflows, reduce operational costs, and improve efficiency without losing the human touch.

Ashok discusses the importance of strong marketing strategies and the role of consistent content creation in building visibility. He highlights the value of effective version control in publishing, and how listening closely to customer feedback drives meaningful growth. Throughout the conversation, he emphasizes the need to build a strong team, maintain balance between work and personal life, and stay committed to innovation while keeping people at the center of the process.

Looking ahead, Ashok shares his vision for PageMajik’s future, where technology and creativity continue to work hand in hand to support publishers in a rapidly evolving digital landscape.

Bio:

Ashok Giri is a serial entrepreneur who graduated from Vivekananda College. He is a pioneer in the BPO (Business Process Outsourcing) business, he founded Nittany Decision Services in 1993, this company was one of the first Medical Transcription, Medical Billing companies to be setup in India. Nittany at its peak had close to over 1000 employees. He is also the cofounder of Laser Words, setup in 1987 an e-publishing company, employing more than 1000 people with clients all over the world. He currently is the CEO of PageMajik, a disruptive startup in the publishing space

To connect with our guest, click on the links below:

LinkedIn: www.linkedin.com/in/ashok-giri-1b23125

Website: https://pagemajik.com/

Connect with me:

Spotlight to Scale: Spotlight to Scale Blueprint

LinkedIn: https://www.linkedin.com/in/heidischalkcoaching/