Our Mission is to improve the life of every Business Owner we encounter. We will accomplish this through a combination of Coaching, Training, and Self Discovery. Our Coaching Programs help Business Owners make the choices and changes necessary to achieve their personal goals and dreams, enhance their lives and the lives of their team, their customers, families and communities for the current and future generations.

Contact information:

Tim Jones

President & Certified Business Coach

 

ActionCoach Louisville
800 Lily Creek Rd suite 201
Louisville, KY  40243

Phone: (502) 240-6244
Email: Timjones@actioncoach.com
Website: https://actioncoachlouisville.com/

Contact information:

Foster McCarl

Certified Business Coach

 

ActionCoach Louisville

800 Lily Creek Rd suite 201
Louisville, KY  40243

 

Phone: (502) 657-5799
Email: Fostermccarl@actioncoach.com
Website: https://actioncoachlouisville.com/

Specialties: ActionCOACH Louisville is here to help any type of Business whether it’s a Family Business, a large corporate Business or a Small Business it doesn’t matter we're ready to help.

Through its affiliates, ARGI Financial Group provides business and tax services, comprehensive wealth management, qualified retirement plan services, and exit planning strategies for individuals and family-owned businesses.

 

Disclosure: Respective services provided by ARGI Investment Services, LLC, a Registered Investment Adviser, ARGI CPAs and Advisors, PLLC, ARGI Business Services, LLC, and Advisor Insurance Solutions. All are affiliates of ARGI Financial Group.

Contact information:
Dave Zimmerman,
Certified Exit Planner

 

2201 High Wickham Place, 
Louisville, KY 40245

Phone: (502) 753-0609
Email: davezimmerman@argi.net
Websitehttp://www.argifinancialgroup.com/

Specialties: Exit Planning

Axiom Financial Strategies Group caters to a select group of family-owned businesses, entrepreneurs and individuals to help them build, manage, preserve and transition wealth. We accomplish this by providing top-notch service through a team approach that always puts our clients’ needs, goals, and interests first. Our team of seasoned professionals believes that every family and client is unique and has priorities, resources, and key goals that are critical pieces of their unique financial puzzle which must be incorporated into their overall financial picture and investment plan. The solutions that we develop are designed to allow our clients to take full advantage of proven strategies and new opportunities, are grounded in common sense, and are explained fully and clearly.
 

Contact information:

Vaughan Scott, MBA, CPWA®, CEO
Managing Director - Investment Officer


101 W. Spring St, Fifth Floor
New Albany, IN 47150

Phone: (812) 913-7701
Fax: (812) 913-7702
Email: vaughan@axiomfsg.com
Website: http://www.axiomfsg.com

Specialties: Vaughan Scott is a family business advocate, a thought leader on innovative ways to address family wealth, and an adjunct professor at University of Louisville where he is currently teaching  business consulting. He has been advising on the financial, strategic, transition, and succession needs of family enterprises and entrepreneurs since 1997. His purpose is to help to make a meaningful difference in the lives of families for generations.

Building on a tradition of excellence in community banking that stretches back to 1872, BB&T continues to offer clients a complete range of financial services including banking, lending, insurance, trust and wealth management solutions. We invite you to learn more about us, our company and our philosophy.

Contact information:

Matt Ward
Louisville / So. Indiana Market President


401 W. Main St. 2nd Floor
Louisville, KY 40202

Phone: (502) 614-4247

Fax: (502) 562-6935
Email: matthias.ward@bbandt.com
Website: http://www.bbt.com/

Specialties: Commercial Banking

For nearly 100 years, the biggest names in business have come to trust the bright minds at Bingham Greenebaum Doll LLP. We recognize family businesses have unique challenges and we work closely with our family business clients to help them achieve their professional goals. Our depth and breadth of legal services provide our clients with a wide range of resources to meet their evolving business needs.

Contact information:

Mark Oppenheimer
Managing Partner - Louisville Office
*Certified by the Family Firm Institute


101 South 5th Street
Louisville, KY 40202

Phone: (502) 587-369

Fax: (502) 587-3695
Email: moppenheimer@bgdlegal.com
Website: http://www.bgdlegal.com/

Specialties: Certified Family Business Consultant through FFI.  Extensive experience helping families with business succession and tax planning.

First Kentucky Trust provides comprehensive wealth planning, asset management, fiduciary services and succession planning strategies for family business owners and individuals. We recognize that each of our clients have unique goals and concerns and strive to provide a personalized approach with each relationship.

Contact information:

Stephen Stowers, CPA/PFS/CRC®
Senior VP

 

297 N. Hubbards Lane, Suite 202

Louisville, KY  40207


Phone: (502) 400-6018
Email: s.stowers@firstkytrust.com
Website: http://www.firstkytrust.com

Specialties: Comprehensive financial, succession and retirement planning, estate and wealth transfer planning, asset allocation and personalized investment management strategies, corporate trustee and estate settlement services.

After a career spent driving the success of major global brands, Greg Pestinger has redirected his focus to help family and closely held business owners and high performing individuals thrive. Coming from a family of entrepreneurs and business owners, Greg understands the challenges facing small business owners. With multiple businesses entering their third generation of family ownership, Greg has a unique history that blends small business passion with Fortune 500 corporate experience. Greg offers actionable techniques for building revenue, market share, and profitability. He is tenacious about showing his clients how to secure new business, develop and launch new products or services, build customer loyalty, and forge strong relationships with internal and external business partners. Among his clients and peers, Greg is known for motivating his clients and their teams to accomplish ambitious goals and achieve exceptional business results faster than they could on their own. 

Contact information:

Greg A. Pestinger,

CEO and Founder, Pestinger Peak Performance Inc.President, FocalPoint Coaching and Training Excellence of Kentucky

 

1355 Bardstown Road, #214

Louisville, KY 40204


Phone: (502) 409-9453
Email: gpestinger@focalpointcoaching.com
Website: https://gregpestinger.focalpointcoaching.com/

Specialties: We provide Business Coaching, Personal Performance & Executive Coaching, Training and Development, Behavior and Skill Assessment, Speaking Engagements, Team Building, Marketing Consulting and Business Ownership Consulting to family and closely held businesses to help them grow revenue, find more time, build a stronger team and plan for the future. 

German American Bank is a community-minded financial services company dedicated to helping families, businesses, and individuals achieve great prosperity and quality of life, through leading-edge banking, insurance, investment and wealth advisory services.  Together, our local teams build lasting client relationships based on integrity, responsive service, innovation and shared values.  We support the communities we serve and believe that when a community thrives, its people prosper.  We do business much like a family business.  We establish long term relationships within the communities we serve to actively help build the best places to live, work and raise families.  Our financial strength enables us to make the greatest impact and demonstrates our commitment to corporate responsibility. 

                                                                            

        

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Contact information:

Adrian Brown

Market President

8005 Highway 311

Sellersburg, IN  47172

Phone: (812) 274-9096
Email: Adrian.brown@germanamerican.com.
Website: https://germanamerican.com/

Contact information:

John Whitbeck

VP Commercial Bank

 

8005 Highway 311

Sellersburg, IN  47172

Phone: (812) 274-9122
Email: john.whitbeck@germanamerican.com
Website: https://germanamerican.com/

Specialties: We value high integrity, invest and volunteer in our communities and develop strong relationships, which allows us better insight and consultative ability with our clients for their ultimate success. 

Harding, Shymanski & Company, P.S.C. is a public accounting firm with offices in Evansville, Indiana, and Louisville, Kentucky. We are one of the largest accounting firms in Southern Indiana and Kentucky, providing experienced professionals who look beyond the numbers to the heart of complex issues. Our professionals connect with your specific needs and expectations to deliver the right solutions – consistently and proactively. Our team approach ensures you receive the most from the Harding, Shymanski & Company, P.S.C. resources you value: experience, solid financial know-how, realistic business insights, and timely attention to issues affecting you. Our commitment and goal is to add value and quality to all of the services we offer…throughout every aspect of our client relationships. Our firm specializes in family-owned and closely-held businesses ranging from small proprietorships to large multinational corporations.

Contact information:

Scott A. Olinger, CPA, CGMA, CPIM

545 S. Third Street, Suite 102
Louisville, KY 40202

Phone: (502) 584-4142

Toll-Free: (800) 880-7800
Fax: (502) 581-1653
Email: solinger@hsccpa.com
Website: http://www.hsccpa.com/

Specialties: Audit, Business Valuation, Accounting & Bookkeeping, Exit/Succession Planning, Estate Planning, Financial Advisory & Planning, Employee Benefit, Mergers & Acquisitions, Tax (State & Local), Financial Forecasting, Family Business Consulting, Strategic Planning and ESOP. 

We believe the most important part of running a successful company is having a strong focus on employees. Not because it’s an obligation, but because it’s the right thing to do. And helping you do the right thing is what drives us.

 

Since 1997, we’ve been providing human resource outsourcing and consulting services to small and mid-sized businesses; many which are family owned.  As an active partner, we provide support over a number of functions including compliance, recruitment, benefits, employee relations, training, and payroll. As your company grows, we adapt to provide more services as necessary.

 

 

 

 

 

 

                                                                               

           

 

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Contact information:

BLAIR.GORDON
Managing Member

1930 Bishop Ln,

Louisville, KY 40218

Phone: (502) 802-8213
Email: blairg@hraffiliates.com
Website: https://hraffiliates.com/

Contact information:

JENNIFER WHEATLEY, SPHR, SHRM-SCP

President

 

1930 Bishop Ln,

Louisville, KY 40218

Phone: (502) 552-2169
Email: jenniferw@hraffiliates.com
Website: https://hraffiliates.com/

Specialties: HR Outsourcing, Consulting and Recruiting for small to mid sized businesses; many which are family business. 

Integrity HR is a professional services organization offering human resources consulting headquartered in Louisville, KY with offices also in New Albany, Indiana. Integrity HR has been serving a wide variety of industries as a human resource advisor, consultant, and on-site human resources department since 2007.

 The company distinguishes itself by providing clients with a team of certified HR consultants to identify & assess needs and develop HR action plans for providing a wide variety of best in class human resources services including: HR outsourcing, HR audits, management/leadership training programs, performance management, policy & procedure development, investigations, recruiting & staffing, and special HR projects. 

Contact information:

Amy Newbanks Letke, SPHR GPHR
Founder & CEO

 

917 Lily Creek Road
Louisville, Kentucky 40243

Phone: (502) 753-0970

Fax: (502) 895-1858
Email: amy@integrityhr.com
Website: http://integrityhr.com/ 

Specialties: Human Resources Consulting Services, including Human Resources Outsourcing, Recruiting Services, Compensation & Performance Consulting, HR Audits,  Team Development & Training, Policies & Procedures, Employee Benefits Consulting, Assessment Testing for Job Fit,  Succession Planning, Coaching and Mentoring.

Since 2007, Amy has worked with consultative, professional sales representatives and business owners as a trainer, coach, developer and when asked, mentor.  She resolves the identified issues within their sales processes, challenges or issues affecting results and incomes.

Impact Sales Systems utilizes a proprietary training process, based upon behavioral change. Since individual’s behaviors are different, she contracts to an actual sales production goal and guarantees to work with the organization or individual until the production agreement has been achieved.  She does not coach or train for a period of time but rather to the result.

Previously, Amy founded a software development firm, ACR Computer Resources in 1994 which offered custom software solutions for a number of regional and national clients.  For seven years beginning in 1987, Amy worked with Brown-Forman in the development its merchant services division, Brown-Forman Enterprises.

Contact information:

Amy Romines
Chief Impact Officer

 

333 E. Main Street, Suite 402
Training Facility – 3rd Floor)
 Louisville, KY 40202

 

Phone: (812) 987-4244
Email: amy.romines@impactsalessystems.com

Specialties: Coming Soon

Now in our 20th Year, IQS Research is a custom market research and data analytics firm that uses engineering precision to solve social science problems.  When working with family businesses we provide answers that help to develop and grow markets externally, or internally to provide information that aligns and improves human capital.  As research professionals, we work with successful companies that are going to the next level.  Our job is to break through the clutter of “expert” opinions and provide unbiased market feedback to answer the important questions. 

Contact information:

Shawn Herbig

President

 

308 N Evergreen Road

Suite 200

Louisville, Kentucky 40243

Phone: (502) 244-6600

Email:sherbig@iqsresearch.com
Website:www.iqsresearch.com 

Specialties: Market strategy including analysis of competor relationships, growth opportunities, and strategic positioning – particularly for BtoB companies or companies with ongoing client relationships.  Internal analysis including culture studies related to M&A or succession, employee engagement, turnover, and family dynamics. 

As a large regional CPA and advisory firm, MCM LLP provides highly specialized accounting, assurance, and advisory services to a broad range of clients and industries, including niche expertise in succession planning, business valuation, and HR consulting. Privately and publicly held businesses, not-for-profits, family and small businesses and individuals across the area and throughout the country receive personalized attention and local access from national-level talent. MCM combines the technical and industry expertise of larger firms without sacrificing the attention and personal service of a local firm. MCM has offices in Louisville, Lexington, Frankfort, Cincinnati, and Jeffersonville, IN, and is an independent member of Baker Tilly International, the world’s eighth-largest accountancy and business advisory network.

Contact information:

Kathleen Hoye, CExP, ACFBA, CFWA
Consulting Principal

 

2600 Meidinger Tower
462 S. 4th Street
Louisville, KY 40202

Phone: (502) 882-4411
Email: Kathleen.Hoye@mcmcpa.com
Website: www.mcmcpa.com

Specialties: Family Business Consulting, succession planning, exit planning, governance, team building and leadership development.  Business strategy.

Preserving roots in its historic home in Louisville, Kentucky, the firm maintains a national practice while priding itself on personal working relationships with its clients. Maintaining its status as a medium-sized law firm for more than 150 years, the Middleton Reutlinger philosophy has been to provide a broad range of legal services for a diverse client base. Middleton Reutlinger’s goal is to provide accessible service in an efficient manner. The firm understands each client’s business and tailors its services to meet the ever-changing demands of the business environment. Maintaining a full complement of approximately 55 attorneys best allows the firm to achieve its goal of providing quality service at reasonable costs while maintaining personalized contact. This is accomplished by controlling internal costs and adopting innovative technology. The firm’s philosophy is one of traditional service to the client with a modern approach to technology and the law.

Contact information:

Tom Ice Jr.
Director

 

401 South Fourth Street, Suite 2600
Louisville, Kentucky 40202

Phone: (502) 625-2807

Fax: (502) 588-1971
Email: Tice@middletonlaw.com 
Website: http://middletonlaw.com/

Specialties: Coming Soon

PNC Bank, National Association, is a member of The PNC Financial Services Group, Inc. (NYSE: PNC). PNC is

one of the largest diversified financial services institutions in the United States, organized around its customers

and communities for strong relationships and local delivery of retail and business banking including a full rangeof lending products.

Contact information:

Tommy Wallace

Senior Vice President, Commercial Banking Group Manager

 

PNC Bank
101 South Fifth Street,  37th Floor
Louisville, KY  40202​

Phone: (502) 581-5673
Email: T.Wallace@pnc.com 
Website: http://www.pnc.com/

Contact information:

Jennifer Moore

Vice President, Corporate Banking Relationship Manager

 

PNC Bank
101 South Fifth Street,  37th Floor
Louisville, KY  40202​

Phone: (502) 581-4845
Email: Jennifer.Moore@pnc.com 
Website: http://www.pnc.com/

Specialties: specialized services for corporations and government entities, including corporate banking,

real estate finance and asset-based lending; wealth management and asset management.

right angle helps businesses take their organizations to the next level by boosting profits through effective planning, high performing marketing and sales, operational efficiencies and effective employees. Our many years of experience and hundreds of proven strategies and systems provide you with a fresh perspective on results. Let us help you create a customized solution to meet your strategic objectives.

Contact information:

Rachel Friend
President 
*Certified by the Family Firm Institute

 

9400 Williamsburg Plaza, Suite 310
Louisville, KY 40222

 

Phone: (502) 412-6505

Fax: (502) 412-6508
Email: rachelbutler@rightangleresults.com

Website: http://www.rightangleresults.com

Specialties: Coming Soon

Navigating transition and new growth paths often means driving change and responsibility to all levels of an organization. Success requires the union of a strategic view and astute tactical abilities, along with the consideration of the unique dynamics and needs of a family-owned business.

Rudy and Associates’ distinctive concentration on transforming business owners and their leadership teams permanently removes constricted profits and frustrated business performance.

By working directly with the all key internal members, external financial lenders and vendors to identify the gaps, leaks and blind spots, the erosion of profitability is reversed. Systematically eliminating these means massive increases in profits and sustainable growth.

Contact information:

Lewis Rudy
Founder and President

333 E. Main Street, Suite 402

Louisville, KY 40202

Phone: (502) 821-5350

Email: Lewis@RudyandAssociates.com
Website: rudyandassociates.com

Specialties: Business Turnaround, Growth, Succession, Strategic Planning for all facets and areas of your business. We work with your internal teams, financial lenders and vendors to increase the value of your business.

At the core of Sterling Thompson Company is the desire to protect our clients. We utilize 80 years of knowledge, resources and experience to achieve your risk management needs.  As your advocate, we diligently search for and identify the best coverage, as well as aggressively negotiating the most favorable rates. We pride ourselves in being true risk advisors for our clients, ensuring they are well protected in all areas. You want to protect the things you hold most valuable in your life.Our pledge to you is that Sterling Thompson Company will employ all of our professionalism, relationships and industry expertise to help you attain your risk management goals.

Contact information:

Ned Booker

Business Insurance Advisor

Sterling Thompson Company
545 S Third St  Ste 300
Louisville, KY  40202​

Phone: (502) 585-3277
Email: nedbooker@sterlingthompson.com
Website: www.insurancesince1937.com

Contact information:

Rob Harring

Employee Benefits Insurance Advisor

Sterling Thompson Company
545 S Third St  Ste 300
Louisville, KY  40202​

Phone: (502) 585-3277
Email: robharring@sterlingthompson.com
Website: www.insurancesince1937.com

Specialties: Real Estate Development, Construction, Food & Beverage, Transportation, Hospitality, Loss Sensitive & Captives, Risk Management

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

At Strothman and Company, we specialize in creating solutions for the family business-transitioning ownership and control to the next generation, enhancing trust among family members, and developing and implementing plans for perpetuating the business. Whether your goal is better operating results, improved business communications or establishing clearer boundaries between family and business issues, we can help you meet those objectives.

 The family business consulting practice at Strothman and Company offers comprehensive services to owners of family enterprises, their spouses and adult children. We have the sensitivity and savvy to help you address the critical issues, while balancing business needs with the interests of all stakeholders. In addition to traditional accounting, auditing, and tax services, our family-owned business team can provide you with personalized business advisory services.

Contact information:

Raymond Strothman
President and Chairman

 

325 West Main Street

1600 Waterfront Plaza
Louisville, KY 40202

 

Phone: (502) 585-1600  

Fax: (502) 585-1601
Email: rstrothman@strothman.com 
Website: http://www.strothman.com/

Specialties: CPA Services for Family Businesses and Entrepreneurs Including Financial Statement Audit, Review and Compilation, Tax Planning and Solutions, Business. Valuation and other Advisory Services for the Bu sinless Owner.

 

Contact information:

Kellie Sheryak, CEPA
Senior Vice President – Wealth Management, Private Wealth Advisor

 

500 N Hurstbourne Pkwy

Suite 300
Louisville, KY 40202

 

Phone: (502) 420-7651
Email:  kellie.sheryak@ubs.com
Website: www.ubs.com/team/scdk

Contact information:

John Daly, CEPA, CFP, AAMS, CRPC
Account Vice President, Private Wealth Advisor

 

500 N Hurstbourne Pkwy

Suite 300
Louisville, KY 40202

 

Phone: (502) 420-7632
Email: john.p.daly@ubs.com
Website: www.ubs.com/team/scdk

 

© 2020 by University of Louisville Family Business Center

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