Express Employment Professionals - Rick Grimord

How does one know what type of business or business model would be the right fit? We often are attracted to a business because we have enjoyed this business as a patron or perhaps we have a passion for that particular industry or service. Unfortunately, this logic doesn't usually work to your benefit. You may love the basic business, but you may later find out that you are not happy with what you have to do in the business on a daily basis. Our entrepreneur this month almost made that mistake. He thought that income potential or customer demand should be his deciding factor. Fortunately, he was able to regroup and find a business that was a better fit for him before it was too late. Congratulations Rick, and welcome to the world of entrepreneurship!

Rick Grimord      Express Employment Professionals

Rick Grimord was in sales and marketing most of his career and has a degree in Business and Psychology. He had recently been downsized from the material handling division of Warn Industries where he was director of sales and decided that he wanted to do something on his own. He had been investigating franchising on his own and was initially attracted to a senior care franchise because of all the aging baby boomers that would need this service. He did his validation of that particular franchise and even attended a Discovery Day where he met the management and was officially approved as a future franchisee. His last step was to take the franchise's disclosure document and franchise agreement to a franchise attorney for review. During the consultation with his attorney, Rick started to question his decision and began to realize that maybe the senior care franchise wasn't really a good fit for him. Rick liked the business model, but he wasn't sure if he had the calling and patience to deal with seniors on a daily basis. He also thought that this business model would have constant turnover of staff and clients and it might be difficult to have a consistent income. His attorney was a good listener and sensed Rick's lack of commitment. He suggested that Rick give me a call so that we could discuss other business models that would be a better fit for him. Rick and I met at a coffee shop where we initially got to know each other and started our discussions about his strengths, goals and income and lifestyle needs. Rick told me that he was a wine and food enthusiast and wondered if there might be a franchise that would match these interests. But at the age of 60, he also wanted to have a life and restaurants and food related franchises are often open long hours 7 days a week. So we decided to explore options that were business related with more normal working hours. Rick also expressed a desire to be involved with the business on a daily basis and wanted to put his management experience to work, thus managing a team of employees. I asked Rick why he no longer wanted a job and why he had a strong interest in franchising. Here is what he had to say. "I got tired of making money for other people and I don't want to do this anymore. I'm smart enough to do something on my own. At one time in my career I worked for McDonalds corporate in marketing and regional advertising, supporting 307 stores in Florida. I was very impressed with the support that McDonalds offered their franchisees and this left a very positive impression concerning franchising." We looked at a variety of franchise options and decided on a few to learn about in more detail. Often clients are attracted to a particular type of franchise, perhaps one where they had a positive experience themselves. But more important is for the client to understand what their life would be as an owner and what they would be doing on a daily basis. As Rick validated the various opportunities, he was most impressed with Express Employment Professionals, a full-service staffing agency. Rick was impressed with the history and success of the company. He liked that it was a 9-5 type of business working in a professional business environment. He also liked that he could utilized his sales and people skills as he built relationships with local businesses to provide their staffing needs. In addition, he liked that he would be an influencer in helping to put people back to work. The employees that he would hire out to local businesses within his territory would have the opportunity to earn benefits such as holiday pay, vacation pay and referral bonuses. He would be making a difference in the lives of many. Express Employment Professionals is currently celebrating their 30th year in business. The have a network of over 600 independently owned franchise locations in the United States, Canada and South Africa. Express provides employment services and Human Resource solutions to help employers' needs and production goals. Their staffing solutions include evaluation and direct hire, temporary and contract staffing, professional search and contract, flexible staffing and onsite services. In May of 2012, Rick signed his lease for his office space and went to training in June. He hired his sister Laurie and son Braden as his initial office staff. Rick concentrates on business development. Since Rick opened his doors last year, he has worked with 75 different companies and has put 225 people to work. His staffing focus is administrative and professional positions as well as light industrial staffing. Rick chose Express Employment Professionals over the other franchises he considered because of the support they provided. In his own words: "I was impressed with the amount of support Express provided. They were head and shoulder above any other franchise I validated. Most franchisors tell you that you're in business for yourself but not by yourself. For some franchises that's just lip service. Express lives by that motto. I would recommend to anyone considering a particular franchise to check out the support they offer after you sign the check. Franchisors that support their franchisees tend to be the most successful." Rick is very busy in his new business getting job orders from local businesses that need help and matching that request to suitable job seekers. Rick told me, "I really like finding jobs for people and find that very rewarding." But it hasn't always been smooth sailing. Rick went on to explain. "Anytime you start a new venture there is going to be things you did not anticipate. You just have to learn to deal with it and move forward. That's why I find the support of the franchise so valuable." If you or a friend or relative have a business in the western Milwaukee area and suburbs and are in the need of staffing help, please give Rick a call at 262-754-1350 so that you can discuss your needs. Or if you prefer, stop by his office at 17550 W. Bluemound Rd , Brookfield, WI. Suite 200. Whether your staffing needs are short term or long term, Rick can help find the right individual to solve your staffing needs and be a productive contributor to your organization.   If you have been considering business ownership as a potential career but don't know what you want to do or are afraid of making a mistake, than I can help you. Rick was fortunate that the attorney he hired was a good listener and sensed that Rick wasn't committed to the senior care business and referred Rick to me for further investigation. Let me assist you in finding the right business fit the first time. Success doesn't happen over night. It's a process taken one step at a time. Whether you are a corporate executive, manager, office clerk, mechanic or working mom and if you have a vision or desire of being your own boss and being self-sufficient, reply back or give me a call and we'll discuss your life goals and aspirations. Are you ready? Your comments and feedback are always appreciated. Wishing you success in the future and have a joyous holiday season.

The Entrepreneur's Source - Marty Barnes

"So Marty, what's your story?" Although I've been writing stories of entrepreneurs for about seven years, I'm often asked by current and perspective clients how I made my transition into business ownership and why. In addition, I just came back from my annual Entrepreneur's Source conference and the theme of the conference was "What Is Your Why?"

This made me realize that it was time to share with you, my clients, prospects and friends how I became a coach for the Entrepreneur's Source and why. Like all my other stories, it was a journey.

I hope you find my experiences and insights helpful and perhaps motivational. We all have the potential of taking charge of our future and being an entrepreneur rather than an employee.

As Paul Harvey would say, "and now for the rest of the story".

  

Marty Barnes

     

 The Entrepreneur's Source

For those that don't know me, my name is Marty Barnes. I went to college at the University of Wisconsin and graduated with a degree in electrical engineering. After working in a lab for two summers, I realized that I would go crazy working in a cubical since I needed people contact. I took a job with the Allen-Bradley Company, now owned by Rockwell, as a sales engineer and went through their training program. I was transferred to Detroit as an electronic component specialist with the goal of getting Allen-Bradley electronic components into new vehicles.

After two years of experiencing corporate bureaucracy, I had an opportunity to come back home to Milwaukee as an independent sales rep for the Master Lock Company. This was not an easy decision because I would be leaving my engineering training behind me. I would be working on straight commission which was rather scary since we just had a baby. I was 24 years old. I suppose I thought that if this didn't work out I'd beg Allen-Bradley for my job back.

I had a successful career as a Master Lock rep. I liked the independence and planning my own schedule. But I was a "captive rep" which meant I couldn't take on any other lines without their approval. Then to my surprise and after 23 years of growing the business in my territory, I was told that my largest account was going to be made a house account. I asked management, "What do I get for that?" since I thought the rules were the more I sold the more income I received. I was told that all I would get was their thanks. Shocking! There obviously was no way I could make up the loss of income from this large account, so I just took it on the chin. Then over the next few years they took away my other large accounts and my income fell about 40%.

Being very frustrated, a friend referred me to an attorney to learn about my options. She was a bright energetic attorney that recently had gone out on her own. She said my case was in a gray area, since although I spent 95% of my time with Master Lock and was under their supervision, and I was considered by them an independent contractor. I explained to her that if we pushed too hard, they could terminate my contract and I'd be out on the street. Would she be there for the fight? She agreed.

She wrote them a strong letter outlining the history of the situation and asked for a meeting so at least we could get a better understanding of these new arbitrary rules. We waited and waited for an answer with no response. At my suggestion, she called Master Lock and was referred to their attorney in Chicago. There she was told that Master Lock decided to terminate my contract. My attorney asked Master's attorney when they planned on notifying me since Christmas was next week. The next day I received a FAX. That was after 28 years of dedicated service.

I contacted management and explained that I just wanted to be treated fairly and I still wanted to represent them. I was basically told in response, "You're done. Have a nice life."

I was devastated. I didn't have any idea what I was going to do with the rest of my life and it had been 28 years since I last looked for a job.

I was explaining my new situation to a potential customer, and he expressed interest in hiring me. He said, "Marty, I have always hired people for a particular job and often it doesn't work out. I was wondering what would happen if I just hired a good person and we'd find a place for you. Are you interested?"

I liked the man and his business. He had an entrepreneurial nature and a wonderful business track record. I would be learning new things and was excited about a new beginning. He offered me less than half of what I was making. At least I would get benefits that I previously had to pay myself.

The first day he showed me a desk and said to find something to do. There was no training and my co-workers weren't very helpful. Slowly I found my way and started to contribute to the future of his business. But I learned something about myself.

I had to be at work every day at 8:00am. The normal 30 minute commute was 45 minutes in rush hour traffic. I had to start out and end every day getting on a metered freeway ramp. I hated this. But like everyone else, what else was I supposed to do? I needed a paycheck to pay the bills.

This was back in 2001. I was at my desk when a co-worker rushed by shouting about how the first tower had just been hit by a jetliner. In the next couple of months the business took a dive. My employer started laying off employees in early December. The last day of the year he walked into my cubicle with a solemn look explaining that he just didn't know what to do with me during this situation.

As I reported to my desk for the first day of the New Year, he was waiting for me. He told me he was sorry, but he just couldn't keep me anymore. I'd be transitioned out over the next week or so. We parted on good terms.

Although I was out of work and back on the street, I was ecstatic. I knew I didn't want to live my life getting on a metered freeway ramp every morning.

I started to look for a job again. I sent out resumes and had interviews but an internal voice would often talk to me. "I hope they don't reply because I don't want their stupid job." I interviewed poorly. My interviews were all about me, rather than what I could do for them. It was becoming clearer that I didn't want to work for someone else.

At a job fair, I came across a company called The Entrepreneur's Source. I asked them what they did. They explained that they helped individuals explore business ownership as a career and had I ever considered that?

My father was a very successful corporate executive and we often discussed the possibility of me owning a business. We had looked at several businesses over the years but he always found something wrong with everything we looked at. When he passed away, I thought this career direction and dream was over. I was hoping that he'd be able to mentor me. Since I wasn't a big risk taker, I decided that I couldn't do this on my own.

So when the gentleman in the booth for the Entrepreneur's Source asked me if I had ever considered business ownership as a career, I said NO. I thought he was going to sell me something. I did take his card.

A couple of weeks later, an acquaintance of mine called me out of the blue and asked what he should do with the rest of his life. I really wasn't sure why he was calling me.

Eddie owned a small dental lab. He made porcelain and gold crowns. He was a perfectionist and no one could do this as well as Eddie. He had no employees and was getting burned out. I told him about this guy that I had met at a job fair and passed on his name.

A few days later I received a call from the gentleman from the Entrepreneur's Source thanking me for the referral. He asked what I was doing. I told him, "Nothing. I'm looking for a job." He asked, "Did you ever think of doing something on your own?" I replied, "yes" and he responded, "Do you want to talk about that?"

Over the next couple of months my E-Source coach, Scott, and I had very nice conversations. He helped me to verbalize what I wanted out of life, what my options were and how the right business might help me achieve these goals and dreams.

During the discussions, the word "franchising" came up. I had always had an interest in franchising, but I wasn't interested in flipping burgers. Scott explained that franchising was in 75 different industries with different business models and investment ranges. I agreed to go through his process and learn about what type of business would be a good fit for my goals and needs and to keep an open mind.

I'm a very handy, do-it-yourself kind of guy. I was attracted to a painting franchise that had such a wonderful business model that I was just blown away. I wouldn't be doing the painting. I'd concentrate on business development and initially I would be doing the estimates. Their estimating software and marketing was excellent. I was very excited. I started to tell family and friends that I had found my new career direction.

Remember when I told you that I wasn't a big risk taker? Well, the fear monster appeared one morning and tried to frighten me away. I remember that day perfectly. I awoke one morning from a dream and sat straight up in bed. The first thing that entered my mind was, "I wonder if Manuel showed up for work today."

That's when I realized that I had never supervised anyone. I was afraid that I would throw myself into this business and would miss the time with my family and things that I wanted to do in my lifetime. I saw myself on my death bed looking back, wondering what had happened to my life.

I have since learned that is normal for many people. The fear monster has crushed a lot of dreams for people. We have more of a fear of losing than the satisfaction of winning. So we retain our status quo.

I explained this situation to my coach Scott and thanked him for his time. I used the cop out excuse, "If I was 10 years younger..." I was 56 at time. I did tell Scott that I really enjoyed the journey of discovery and that I could probably do what he's doing. That's when he explained to me that The Entrepreneur's Source was a franchise and that he was a franchise business owner. He asked if I wanted to learn more and I jumped at the chance.

Through the next couple of months I learned about the Entrepreneur's Source and its founder Terry Powell. Statistics have shown that 75% of the working public would prefer to be self sufficient or a business owner, but only about 5% ever take the plunge. Terry's business model was to help the 75% of wannabees learn about business ownership and franchising as a career direction in a safe place. His business model was one of coaching and education. There would be no selling pressure. The client's clarity was the goal.

I started to talk to different E-Source coaches around the country and learn about their experiences. Most had had very successful corporate careers but they wanted their lives back. They were tired on traveling the world or working nights or weekends for the benefit of the corporate bottom line. They had missed many of the special events of their kids' lives. One coach told me that his 2 year old son cried when he saw him after a business trip because he didn't recognize dad.

I was truly inspired. I sensed a calling. I wanted to help people like me understand if business ownership was right for them, or not. I didn't want anyone to go to their final resting place thinking, "I wisha, coulda, shoulda..."

So in December of 2002 I became an owner of an Entrepreneur's Source franchise and went to training. Since then, I have helped dozens of individuals from Alaska to Florida, California to New York, get into business and literally hundreds of others learn about their options and possibilities.

I've always had a very strong "why", sincerely wanting to help individuals learn about their options and possibilities in self employment or business ownership. It wasn't about the money, but I have made a nice living and have had a satisfying career. My satisfaction and motivation is helping people change their lives for the better.

As I was writing this, I received an e-mail from a client that I recently helped get into a drug testing business that I'd like to share with you.

"Good morning Marty:

I hope this email finds you feeling better and enjoying the fall weather.

I just wish to share with you that I am here in Greenville, SC for training, waiting for our second day to begin.

Yesterday we did half a day of observation-watching collections of all types and paperwork flow and processing (Lotta paperwork!) I had the opportunity to extend the day, yesterday, by going to "night court" to observe collections at the Court House. It was a well planned day to get us ready for today, where we will be taking all non-DOT urine collections.

I want you to know that I really appreciate your dedication and support you gave me. It took a l-o-n-g time to get here. I am excited to get back to Appleton, complete the suite and open the doors! 

Regards,

Steve Calder

I am now 67 years old and trying to figure out retirement. I am a conservative guy and planned well, so financially I can retire. I can't just walk away because I know there are people that need my help. In preparation for retirement, I sold my franchise license to a new coach in Appleton, Wisconsin, and I am technically working for him and doing what I've always done. I contribute to his bottom line so it is a win-win for both of us.

So there's my story. It's not that much different from the stories I've written about some of my clients. I've walked the walk and made the jump to entrepreneurship. I looked the fear monster in the face but wouldn't let him hold me back. I'm a good coach because I understand my client's situation and fears and I can help them get past that. No one working with me is ever going to their grave thinking, "I wisha, coulda, shoulda..." And that's my "why" for being a coach for the past 10 plus years.

If you are tired of working for the "man", feel unappreciated or have just wondered what it would be like being your own boss, I can help you learn about your options and possibilities of being self-sufficient. The security of a job or a paycheck is virtually nonexistent and I truly believe you need to have the knowledge and information to take control of your future. Some people call that plan B. I call it looking out for yourself and your family.     

Perhaps you've been reading my stories of entrepreneurs over the years and have thought about picking up the phone and calling or perhaps sending an e-mail. But that didn't happen because either the timing wasn't right or perhaps the fear monster held you back. It doesn't hurt to have a conversation. Take that first step and give me a call so I can help you understand your options.

Maybe business ownership isn't right for you. We can find that out. But perhaps there is a business model out there that is a good fit for you, one that you'd enjoy and has the potential of creating the income and lifestyle you desire. We could find that out too. Who knows, perhaps I could feature your story in future newsletter .

Your comments and feedback are always appreciated. Wishing you success in the future.

Regards,

  

  Marty
 
Martin Barnes
The Entrepreneur's Source 

  

 

 

 

 

Cartridge World - Shawn and Corrine Nareski

I hope you and your family had an enjoyable Labor Day. Established in 1894 as a holiday to celebrate the economic and social contributions of workers, it is now more about barbeques and a signal that our summer fun and vacations are coming to a close and it's time to get back to work. Our entrepreneur this month decided that after working for 25 years for someone else, he had enough. He was tired of being "labor" and wanted to be the boss. He wanted to utilize his skills to maximize his potential and be rewarded for his efforts. Congratulations Shawn and wife Corrine and welcome to the world of entrepreneurship!

Shawn & Corrine Nareski                 Cartridge World

I first met Shawn Nareski in the fall of 2011 at a job fair for sales professionals. Shawn was 48 years old at the time and had an extensive sales career history working in the print media, promotional advertising and grocery supply industries. He had a Business Administration degree with a major in marketing. He was in career transition looking for his next opportunity. He told me about his entrepreneurial aspirations since his college years. "While in college, my goal was to have my own business within 5 years.  The problem was I started making money!  Once that happens and you start buying things, your creative mind focuses on your job instead of your original plan.  My plan got pushed aside for cash flow, a paycheck." Shawn is a very personable guy. He's great at building relationships, creative and hardworking. He likes to be out and about and not straddled to a desk. He definitely had entrepreneurial aspirations and had previously looked at some franchises and a pet store on his own. He also expressed a desire to have his wife Corrine and perhaps his kids involved in a business. Shawn also wanted to have a business that made a difference in the community. Shawn was excited to learn about his entrepreneurial options. He completed our initial interview, questionnaires and behavior profile. Together we worked on the criteria for his possibilities profile of his ideal business. We came up with four concepts for Shawn to investigate and validate. One specialized in natural healthy frozen fruit bars and snacks sold wholesale to retail outlets or sold at special events. Another was a resale of a retail ink and toner cartridge refilling franchise. Also under consideration was a franchise specializing in the sale and installation of window blinds, shades, drapes, etc. And the last one was a marketing consulting type franchise. Shawn jumped in with both feet and started learning about and validating these business models. At the same time, Shawn continued to explore job opportunities and was researching an entrepreneurial opportunity he had uncovered on his own. . When it came to options about his career, he wasn't going to leave any stones unturned. After several weeks of validating the various business models, the local Cartridge World store that was for sale in his area and a handicapped mobility store opportunity became his primary interest. Shawn had met the owner of the mobility store who was looking to expand to another location about 60 miles west of Shawn's home. Shawn would run the new store as an independent contractor working for a percentage of the sales. Shawn would be responsible for the rent and initial inventory. Shawn met with the owner of the Cartridge World store that was for sale. It turns out that this store was opened several years prior by a husband and wife team. Their plan was for the wife to work in the store and the husband was going to do the outside business development while he continued to work his existing job. Unexpectedly, the husband got a job offer in another state that he just couldn't turn down. He was living in the new city and commuting on weekends to be with his family. His wife and daughter were running the business and no one was out there promoting the business and bringing in new customers. They had put their house up for sale and wanted to sell their business so the family could be together again. They were certainly motivated sellers and Shawn saw this as a definite opportunity. Shawn realized that this business needed a sales professional to increase awareness and bring in new customers and this is where he excelled. It also turned out the owner's son and Shawn's son were friends. There was an instant connection between the two families and I think they knew this sale was meant to be. This is what Shawn had to say, "It was divine intervention!  It turned out that the owner was not only from our hometown, but that their kids were friends with our kids!  Their kids worked in the business.  So now, not only was my wife excited to see we could apply ourselves together, there was a big new positive in Cartridge World for our kids as well.  Plus, Cartridge World already had a 5 year track record.  The whole deal had what I viewed as 'fertile soil'.  All we had to do was apply ourselves and project our future based on our multiplicative skill sets." After further negotiation and investigation, Shawn and Corrine decided to purchase this store. It was a win-win for both families. In Shawn's due diligence of this opportunity, he realized that he could increase profitability of the store and moved it to a more desirable location at a reduced rent. This of course had challenges with lease negotiations and moving without disrupting the daily operations of the business. This was all accomplished while being trained by the seller and going to corporate training. Shawn and Corrine definitely rose to the challenge. Shawn, Corrine and their kids are now all actively involved in their Cartridge World franchise in Brookfield, Wisconsin. Shawn elaborated, "It has been a lot of work and hours, but we see it as factors we can control and impact with proper planning.  One of the best things about this business has been all the learning required.  I did the same thing in the same industry for 14 years.  Now, because we are in a technology field, technology always changes and we constantly must learn and change with it.  It's exciting to keep having to learn."  He went on to say, "After 25 years of selling for employers, I had no drive to take the common high turn-over sales jobs offered at a job fair held at a local hotel.  Then I met Marty Barnes.  To this day, this is what I tell people when referring to Marty -- In 25 years of selling, I have been trained or have associated with the very best of business people.  I rank Marty in the top five.  You will be glad once you speak with him." Thank you, Shawn. I'm happy to have had the opportunity to help you explore your potential and realize your dream. Cartridge World is the leader in remanufacturing and refilling printer cartridges for all major brands including HP, Dell, Canon, Lexmark and Epson. They refill ink cartridges for most home or small business printers, whether they are multi-function, color or black and white. They also remanufacture laser cartridges for most high speed copiers, full color printers or all-in-one laser printers, fax and copier cartridges. With 600 stores in North America and 1,700 stores worldwide, they have a 100% satisfaction guarantee, are environmental responsibility and offer saving of up to 30%. We all know that printer manufacturers make their money on the refill cartridges. Cartridge World breaks that cycle.  If you live in the greater Milwaukee area and would like to save on ink and toner cartridges, please call or stop by with your empty cartridges at Shawn and Corrine's store located at 19035 West Bluemound Road in Brookfield, Wisconsin, 262-754-2901. Shawn and Corrine will provide outstanding customer service with a smile and save you money in addition to helping the environment. Free delivery can be arranged for business accounts. Saving money couldn't be easier! Shawn lives the Cartridge World slogan: "Ink and toner don't have to be expensive anymore." Check out the savings for yourself and let Shawn or Corrine know that Marty sent you.     Shawn had entrepreneurial aspirations in college. But once he took a job and the paychecks starting coming in, he got caught up in the "norm" of having a job and the things a paycheck can buy. But the satisfaction wasn't there, nor the job security. It took the accidental meeting at a job fair for Shawn to re-ignite his dream of being a business owner. If you have had entrepreneurial aspirations or if you are unhappy in your current career, you don't have to have an accidental meeting to change course. Success doesn't happen over night. It's a process taken one step at a time. Whether you are a corporate executive, manager, office clerk, mechanic or working mom and if you have a vision or desire of being your own boss and being self-sufficient, reply back or give me a call and we'll discuss your life goals and aspirations. Are you ready?

Five Star Painting - Ron Knight

Partnerships! Sometimes my clients would like to go into business with a friend or relative. It seems so logical - share the cost and the work load. But partnerships have their challenges. Starting a business for most is a new and challenging experience. A partnership can just add another level of stress. There are some partnerships that do work out, but many don't and some end badly. Our story this month is about a gentleman that was in a career transition and wanted to diversify his income by owning a business and running it in partnership with a relative. There were several "curve balls" thrown along the way, but our entrepreneur this month was up for the challenge. Congratulations Ron, and welcome to the world of entrepreneurship!

Ron Knight                 Five Star Painting

Ron Knight is a numbers guy. He has an accounting degree from Northern Illinois University and an MBA from DePaul. Over his career he held positions as Financial Services Manager, Controller and Director of Finance for various companies in the greater Chicago area. Ron and I met when he attended our Franchise Expo in the spring of 2011. Two weeks prior to that his employer had gone through reorganization and Ron found himself without a job. He received a severance package which included outplace services. His focus was to find a job, but he also had the itch to explore his entrepreneurial options. His parents had owned a restaurant so he had the business ownership gene. He also realized from the experience of his parents that a restaurant was not for him. Ron wasn't exactly sure what he wanted to do. He thought that perhaps he could find a job and his wife would run the day to day of the business or perhaps he could do something with his brother who had concerns about being downsized in his job. What he did know is that he would like to diversify his income so he wouldn't have to rely on all his income coming from a job. He told me that he wanted to be self-sufficient and have more control over his future. Ron is a detail oriented, analytical leader. He also has good organization skills and is an excellent communicator. If he was to have a job and run a business, he would be able to put these skills to good use. We went through our initial assessment of his strengths, goals and of course the life he was trying to create for himself and his family. We also built the business profile to meet these goals and needs. Initially we focused on four different business models -- retirement and financial planning, drug and wellness testing, a factoring type of company and a painting business. After some initial validation, the factoring company and the painting business started to rise to the top. His wife's sister and her husband expressed interest in partnering with Ron in his future venture. Ron was initially attracted to a franchise called Interface Financial Group which helps small businesses with cash flow issues. They purchase a receivable from the company in need of cash at a discount and collect the full amount from the payee at the end of the 45-60 day payment terms. Since Ron's sister-in-law, Rochelle, worked in the credit department of a large company, he thought that she could utilize her connections with bankers to build this business. Ron proposed this idea to Rochelle and she had interest. In conjunction, Ron continued to explore the painting business franchise. To his surprise, he was impressed by the business model and the scalability of the business. But after discussions with the franchisor, he wasn't happy with the territories that were available near him. He asked me if there were any similar franchises that had better availability and potential. I made the introduction to two franchises with a painting model and Ron started his validation with them. One of the painting franchises was part of a corporation that owned several franchise brands specializing in the service sector. Even though corporate had an excellent track record, this was a newer franchise concept for this company and Ron was not comfortable with the lack of history for this particular franchise. The other painting franchise, called Five Star Painting, Ron found very attractive. Management had years of franchise painting experience and had designed their business to take advantage of technology. They put in systems though websites and search engine optimization to attract clients. Their national call center would answer the phone inquiries and schedule appointments. Their proprietary software would help manage the business and provide on site estimates. They also had a lower franchise fee and graduated royalty fee compared to the initial painting franchise he had validated. Five Star also offered a second income stream in holiday decorating around the Christmas season. Ron, Rochelle and her husband Steve got involved in validating Five Star Painting. They liked what they learned. Rochelle was willing to quit her job and run the day-to-day of the business and do the estimates. They would hire independent painters to do the painting so both Rochelle and Ron could concentrate on the business side. About this time, Ron took a part time job with a software start-up company. The pieces of their plan were starting to fall into place. But they had not ruled out Interface Financial Group. Ron, Rochelle and Steve had discussions on the pros, cons and potential of both businesses. In the end, they decided that Five Star Painting could be ramped up quicker, had a larger clientele and more scalability. They decided that the two families would become partners and go in 50-50. Ron is a big baseball fan. Although he lives in the Chicago area, he would often come up to my home town, Milwaukee, to watch his Cubs play. When preparing for this story Ron was telling me about his progress during the past year and he mentioned that "sometimes life throws you curve balls." Ron went on to describe some of the unanticipated events of the past year. Ron and Rochelle had a learning curve in hiring the right painting crews. They also learned that dealing with the public had its challenges. But the biggest surprise came when Rochelle told Ron that this was not her ideal career and she wanted out. I always caution clients about partnerships. Everyone goes into a partnership with great expectations, but most often, the partnership dissolves and sometimes badly. Fortunately this was not the case for Ron and Rochelle. Ron cared about Rochelle's welfare, and offered to buy out the share of her and her husband. Rochelle and Steve accepted. Ron hired a family friend to run the business. This person was about 6 months out of college, had sales experience in insurance and was fluent in both English and Spanish ("A lot of my painters speak Spanish.").   Ron did some of the training and also sent him for sales and operational training at the franchisor in North Carolina. The business was doing well during the cold months but when it warmed up he found that his new manager really struggled with exterior estimates.   It turns out he had some pretty severe personal issues that caused him to be hospitalized for a couple weeks.    Ron hired a replacement manager that is still running the business today.   He has an extensive amount of experience in the construction and painting business and the business really picked up. Ron commented, "Luckily, I have a home-based franchise, so the level of overhead expenses isn't too bad.   I was forced to invest more cash to keep the business going during the transition between managers. My new operations manager built the business back up and overall my experience has been pretty good." Ron worked through his "curve balls" and has a stronger business as a result. He is leveraging his relationship with other Five Star franchisees in the area to share marketing expenses and painting crews. I asked him about lessons learned, and here is how he responded: "-   Partnerships are difficult -   Try not to put all your eggs in one basket (I'm looking to hire a second person as business ramps up) -    Hire people that are subject matter experts" When I asked him to comment on his experience and methods that we used to help him find his business, he went on to say: "Marty provided a lot of insights that were very valuable. He also provided me with another point of view and a different perspective with which to look at my decision making processes that allowed me to make more informed decisions.   A lot of this was due to his many years of business experience and ability to identify many other attributes to consider when faced with an issue or opportunity. Marty also helped me through many tactical processes in forming a business such as filing the proper paperwork with government agencies and even referred me to the attorney that I used who specializes in franchising." Formed in 2000, Five Star Painting Inc has grown to nearly 100 franchises in the USA, Canada, and Brazil. Customers of a Five Star Painting Franchise receive a Five Star job without a five star price. As one of the fastest growing franchises in the service industry Five Star Painting works with industry leaders to deliver business opportunities to entrepreneurs committed to a high level of customer service. If you or a friend or relative has a need for a paint job and lives in the Northwest Chicago or the northern suburbs, give Ron a call at 847-239-5385 for a free estimate, or check out his website at www.fspchicago.com. You too can be on the receiving end of a Five Star paint job with out the five star price. Ron's initial intention in going into business was to accomplish that in partnership with a relative. There were several "curve balls" that Ron had to address and eventually the partnership dissolved. Ron responded successfully to these challenges and has a stronger business today. He is an entrepreneur in my book. If you're thinking of going into business with a partner, it can be done successfully. The key is to understand all the pitfalls or curve balls in advance and have procedures in place to address them.

Maui Wowi Hawaiian Coffee and Smoothies - Scott Shuda

I hope you and your family had a nice 4th. Since the 4th of July is all about independence, wouldn't it be great to have a business where you could have the independence to schedule where and when you wanted to work and had a party atmosphere environment? A business where patrons stood in line to be wowed by your delightfully tasty and healthy drinks and that you could start out part time and grow into full time? Our entrepreneur this month found a business with all of those qualities and more. His road to entrepreneurship wasn't a "smooth" ride and he had several challenges he needed to overcome. With his perseverance, it's "smoothie" sailing now. Congratulations Scott, and welcome to the world of entrepreneurship!

Scott Shuda              Maui Wowi

Scott Shuda and I started talking about his interest in business ownership in June of 2010. He held a business administration and accounting degree from Marquette University with an emphasis in marketing. He was presently in a contract accounting position for a large Fortune 100 manufacturer as a credit analyst. For the past 10-15 years he had thought about a career change and possibly owning a business. Because he had worked for a caterer during college he had an interest in businesses that were food related, but was open to other possibilities. He had looked as some of the big brand food franchises like Culvers, Dairy Queen, Panera Bread, Qdoba, Zoup Soup and Kona Ice. He found most were rather pricey and out of his investment capabilities. We worked together on the profile for a business that would fit Scott's lifestyle, income, wealth and equity goals. We focused around a business model in the service or food area. Scott wasn't sure at this point if he would quit his job and become a business owner full time or perhaps find a business model that would allow him to keep his job. So we decided to investigate both possibilities. We selected several different business models for Scott to investigate and validate, plus he attended one of our Franchise Expos for future exposure to franchise models. During this initial period that Scott and I worked together, he was looking after his elderly mother. As her health deteriorated, he had to move her out of her home and into a facility for her continued care. I was going through something similar with my mother, so Scott and I often compared notes. Because of the added responsibilities of looking after his mom, Scott needed to put our franchise investigation on hold with a follow-up in six months. Six months later Scott and I reconnected and decided to continue exploring his possibilities. We decided to take a fresh approach and come up with new ideas for him to investigate and validate. Of interest to Scott was a spa franchise that leased space in motel chains, a popcorn franchise with a mall based kiosk, a custom wine franchise and a smoothie franchise with a Hawaiian theme. After talking to each franchisor and several franchisees of each concept, Maui Wowi Hawaiian Coffees and Smoothies bubbled to the top of Scott's list. He had sampled one of their delightful smoothies and loved the flexibility of the business model and the fun Hawaiian theme. In Scott's own words, "The opportunities, the freedom and the ability to have fun while still making money have always been a dream of mine. Maui Wowi Hawaiian is perfect for helping me accomplish this." Founded in 1982, Maui Wowi is a fun, flexible, and simple business model that allows local franchise owners to build their own businesses promoting all-natural, healthy, high quality products under the Maui Wowi Hawaiian brand umbrella. They are known for their signature smoothies utilizing proprietary non-fat yogurt recipes, fruit juices from exotic locations, fruit purees, and all-natural flavorings. They also offer an exclusive line of Kona espresso and Cappuccino drinks as well as a gourmet line of blended coffees from Maui, Kona, Kauai, and Molokai which has evolved into a distinct brand that offers the best of the Hawaiian Islands. Maui Wowi started out with a unique mobile kiosk which franchise owners to take various events in their territory. They expanded to fixed locations in high volume areas like convention centers and stadiums and now offer a store front model as well. Scott decided he wanted to start out with the mobile cart model, which is really cool. The cart has a definite Hawaiian look with thatched roof and bamboo front. The franchise operator and employees wear Hawaiian shirts with flower leis and optional straw hat. The look of the kiosk just screams "party time". For private parties, alcohol can be added to the smoothies for a spirited event. Scott's journey to entrepreneurship still had a few bumps in the road or challenges that he needed to address. His back issue had flared up and he might need surgery to correct a herniated disk. Moving the kiosk from event to event requires some physical effort and we were both worried whether he would be handle the situation. Fortunately, physical therapy and medication improved his condition. Like many potential owners, funding their business venture is a challenge. Scott was no exception. Scott was creative and used a combination of rolling over his retirement funds along with refinancing his home and pulling out some of the equity. In June of 2012, Scott went to training and officially started his business. One year later, Scott has two carts operating with plans to add more in the future. He continues to work his full time job while he builds his business empire. Scott's Maui Wowi cart can be seen at various community events in Southeastern Wisconsin. His tasty smoothies and coffees have pleased patrons at birthday and graduations parties, store and business grand openings, local festivals and sporting events. Scott also likes to work with local caterers to bring a fun beverage addition to their events. When I asked Scott for some feedback on our journey of discovery and finding Maui Wowi, here is what he had to say. "I appreciate all the guidance that Marty has given and continues to give me.   Marty and I not only connected on a business basis, but on a personal level as well.  Marty truly cares for the people he works with, then and now."  "I used Marty not only to research new and different franchises, but I also used him as a sounding board for ideas.  Marty's comments were not always what I wanted to hear, but helped to steer me away from some not so good ideas and back to good ideas.Without Marty's assistance, I would have probably found a franchise, but not the right franchise for me.  Maui Wowi Hawaiian is the right franchise for me and my family. Mahalo nui loa Marty!" Mahalo nui loa means "thank you very much." Maholo nui loa to Scott for allowing me the opportunity to be your coach and helping you find your dream business. If you're having an event or party where you'd like to add a fun, healthy, quality beverage, please give Scott a call at 414-750-9629 or e-mail him at HawaiianParty@MauiWowi.org and learn how bringing his mobile cart to your occasion will be an instant hit. You and your guests will feel like you're on a Hawaiian beach enjoying the fruits of the island. Party time!

Scott dreamed of being a business owner for years before we finally got together to explore his options and possibilities. His journey had several challenges that needed to be addressed and completed. Scott's perseverance is a true quality of an entrepreneur. Although his journey to entrepreneurship wasn't a smooth ride, his smoothies sure are. His business dream has been accomplished and his future looks "fruitful" just like Maui Wowi fruitful smoothies.

AdviCoach - Gerry Gerth

I often tell my clients who are in a career transition and are struggling to find that new job or career path, "When the fish aren't biting, it's time to find a new pond." That might mean moving to another state where the jobs are more plentiful or perhaps changing careers. If you keep "fishing in the same pond" and you're not getting results, chances are you'll be fishing a long time.

Our entrepreneur this month realized that being over 60 was not conducive to finding a job with longevity. So he went "fishing in another pond" and found a new career.

Congratulations Gerry, and welcome to the world of entrepreneurship!

Gerry Gerth             AdviCoach

Gerry Gerth spent most of his career in banking, working for two major banks in southeast Wisconsin. An economics and organizational studies graduate from UW-Milwaukee, Gerry specialized in the payment systems in bank operations. After 9-11, checks didn't move through normal distribution channels. The government passed legislation that a picture of a check was legal representation as the check itself. Gerry and a friend saw an opportunity and together they formed a check imaging company. Gerry went on to form a consultant agency called Payments Mentor. Gerry used his years of experience in helping smaller banks improve their payment systems. One of his clients liked his expertise and made him an offer he couldn't refuse. So Gerry went on to work for them for a couple of years. Eventually, there was some re-organization in the bank and Gerry and the bank parted ways. Gerry was 62 at the time and felt he was too young to retire and still wanted to be active and make a contribution to the business world. Gerry could of course go back to his consulting business, but he also wanted to explore his other options. He joined a group called Gray Hair Management that operated out the greater Chicago area. They specialize in helping professionals in career transition. At one of the Gray Hair meetings, a speaker from The Entrepreneur's Source was featured. That seminar opened Gerry's eyes to the possibility of a franchise as a new career direction. Gerry engaged with one of my colleagues from The Entrepreneur's Source to learn about his options and possibilities. Although he had a very strong bank background, it was the mentoring that he really liked. His E-Source coach introduced him to AdviCoach, a business coaching franchise, and Gerry was immediately drawn to it. Gerry liked AdviCoach because he had coached subordinates most of his career and the business model would allow him to work into the so-called retirement years. It provided a lot of flexibility in his work day. He also liked the value proposition of the coaching model. Although he would charge a fee, the cost is ultimately no cost to the client because the results of his coaching should more that offset his fees by improved processes, revenue and profit. Besides joining Gray Hair Management, Gerry was also active in a couple of job networking groups in the Milwaukee area. I happened to be at one of those group meetings when Gerry stood up to give his 30 second speech informing the group that he had decided to move forward and become an AdviCoach franchise owner. After the meeting I went up to Gerry and introduced myself and congratulated him on his decision. I also mentioned to him that I facilitate a Franchise Owner's Group and I invited him to attend our meetings after he came back from his training and was an official franchise owner. Gerry has been attending our Owner's Group for several years. We set aside about 15 minutes of this meeting for a "Gerry coaching moment" so he can provide education and inspiration to other members of the group. He also works with his local Chamber of Commerce helping them pro-bono with their strategic plan. Gerry enjoys what he does but finds the conservative nature of the local area challenging. He told me; "Business owners too often get stuck working in their business rather than on it, and often find it difficult to admit they need help and accept it. Those that are willing to recognize their short comings will benefit from the results of working with a coach. Athletes work with coaches all the time to get them to excel in their field. Smart business owners are learning to do the same." AdviCoach is part of FSBI International, a multi-branded franchise conglomerate specializing in coaching franchises in various venues. As business development professionals, AdviCoaches specialize in helping small to mid-sized business owners fulfill their dreams, help discover a clear way forward and hold them accountable to meet their short and long-term goals. AdviCoach business coaches have 21 proven strategies specifically designed to improve productivity and drive immediate results.  Gerry's business in located in Watertown, Wisconsin, and works with clients in all of southeastern Wisconsin. If you are a small to medium size business owner or know of someone who is and would like to take your business to the next level, give Gerry a call at 262-716-7509 for a complimentary coaching session. The experience could be life changing. Gerry didn't want to stop working at age 62 when he left his last position. He surveyed the marketplace and quickly realized that finding a job with longevity in the current economic environment was a low probability. He decided to explore his options and went "fishing in a different pond" and found his career calling in AdviCoach. His future is now in his own hands and he can set his own schedule and work until he's ready to retire or have a working retirement. The option is his. He is in control of his destiny.

Lenny's Subs - Edith Kelly-Green

People are living longer, yet the retirement age stays about the same. Retirements can last 20 years or longer. Many individuals will need to supplement their Social Security with a part time job or business. Some that have funded their retirement properly miss the productive feeling that their job had provided. Even those that are in their 50s and lost their job or took early retirement look for a way to be productive. Having a new career after a successful career is what I call a "sunset career". This sunset career can be out of necessity or perhaps just the desire to try something new and fun. Our entrepreneur this month is a perfect example of a successful sunset career. It wasn't planned. It just happened and she's glad it did. Congratulations Edith and welcome to the world of entrepreneurship!

Edith Kelly-Green

     

Edith Kelly-Green had a successful career with FedEx retiring in 2004 after almost 30 years as vice president and chief sourcing officer at the company's Memphis, Tenn., headquarters. A native of Oxford, Mississippi, Edith had an accounting degree from Ole Miss and a Masters of Business Administration degree from VanderbiltUniversity. Edith planned on a life of leisure, reading books and working on the finances of several nonprofits at the local coffee shop each day. One Saturday morning in 2004, while relaxing at a local Starbucks, she read that the Lenny's Sub Shop franchise in Oxford was for sale.

"My daughter, who was a college student in Memphis, ate at Lenny's all the time," says Kelly-Green. "She said, 'Mom, we should invest in it. The food tastes good, it is fresh and healthy, and it is a good value.' She is an athlete, so she was interested in the healthiness of the food."

"I wasn't bored in retirement in the least," Edith said. "I just saw this as an opportunity to own a business and to create a legacy, to have something to pass along to my children, whether they want to maintain it or sell it. I knew the CEO and called him, thinking I'd just invest some capital. But he convinced me I'd be happier as a franchisee."

Kelly-Green bought the franchise in Oxford near her alma mater and used her business management skills honed all those years at FedEx to make the shop successful. Then, she and her partners, daughter Jayna and son James repeated the success of the Lenny's in Oxford over and over again. In only six years, they have come to own eleven Lenny's Sub Shops, in fact becoming the chain's largest franchisee.

"Opportunities come up," Kelly-Green says. "I did have a fun and leisurely retirement for at least a year. Even though FedEx is far larger with billions in sales, the business skills I learned there have been very helpful in operating the sub shops." Those skills include putting people first and giving back to the community through philanthropy.

While business basics are the same at any company - whether it is a Lenny's or FedEx - Kelly-Green enjoys working for herself and being able to make management decisions more quickly than with a large corporation. Now she doesn't have to go through multiple chains of command to make decisions.

Creating a positive work environment was very important to Kelly-Green and one that emphasizes training. She says her employees are cheerful, friendly and efficient. She tries to create a sense of encouragement and opportunity for employees and make them feel like they can own their own stores or manage multiple stores. "People come for the food, but they come back for the experience of people who know your name and remember which sandwich you like," she says. "We have some employee turnover, but lower turnover than usual. Some of our employees are celebrating ten years at the particular Lenny's where they work."

Still, it is no picnic overseeing eleven franchises. "It is hard work," Kelly-Green says. "You have to put in the time. You have to be concerned with the pennies and dimes if you are a small business owner."

Her daughter Jayna, who initially got her involved with Lenny's, graduated from medical school in 2013, so she's no longer involved in the business. Her two sons, James Kelly and Ryan Green, are working full-time in the business and mom is teaching them her business skills. She said she tried to loosely split the stores, but our roles overlap. "The thing about a franchise is, once you solve one problem, you can apply it through all 10 stores, so there's lots of communication about how we're handling things."

The first Lenny's Sub Shop® opened in 1998 in a suburb of Memphis, TN to satisfy cravings for authentic subs and Philly Cheesesteaks. Though Lenny's Sub Shop® was originally planned as a single unit restaurant, the tremendous reception from guests at the first location prompted rapid growth and the concept soon became franchised. Lenny's, now owned by Lenny's Franchise Systems, LLC, continues to expand across the country.

Edith's achievements aren't limited to FedEx and Lenny's. She is a member of the executive board of the University of Mississippi Alumni Association and was inducted into the Ole Miss Hall of Fame in 1999. She is the founding chairman of the Ole Miss Women's Council for Philanthropy, established a scholarship endowment at Ole Miss for a student in accounting. She is also a board member of The University of Tennessee Medical Group (UTMG) and Applied Industrial Technologies, Inc. (AIT) a New York Stock Exchange company. A cancer survivor, Kelly-Green participates in the annual Race for the Cure and is on the Baptist Women's Hospital Advisory Board.

Edith Kelly-Green is not a typical franchise owner nor is she having a typical retirement. She's a perfect example of a successful "sunset career". She has created a legacy for her family, created jobs, mentored employees, stimulated the economy with tax paying citizens and is having fun doing it. 

If you are looking for a new career direction or a sunset career, franchising might be the answer. Your years of experience in corporate American coupled with the systems in a franchise make for a winning combination. Fitting the franchise model to your particular lifestyle and financial needs is extremely important. What was right for you at 35 may not be a good fit for you at 55 and that's where I can be of assistance.