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Mike Lewis, FACMPE, MBA, is a former Partner in Cg’s Healthcare Services Group and is now a serving a Director after his partial retirement in 2025. Mike is a healthcare professional with over 45 years of experience in the industry. Prior to joining the firm, he spent 27 years as a senior healthcare executive bringing a wealth of knowledge in medical practice management to Cg Tax, Audit & Advisory. Mike is a recognized expert at identifying opportunities and solving challenges within medical practices, allowing doctors to focus on delivering patient care.

Today’s guest is Roshani Kumar, Founder of RS Kumar Advisors and a trusted Business Growth Advisor for service-based companies ready to scale with clarity. With more than a decade of corporate transformation experience, Roshani brings enterprise-level strategy and operational discipline into the small business world. Drawing on her background in driving large-scale change and improving performance, Roshani partners with both business owners and their trusted advisors to create sustainable, smarter growth without burnout.

This year on The CG Business Advisor, we welcomed an incredible lineup of guests who shared transformative insights on marketing, operations, finance, and leadership. As we look back, four conversations stand out for the actionable wisdom they delivered. Listen to clips from 4 great episodes featuring: Larry Bailen, Founder & CEO, Single Throw Marketing Ross Stockdale, Fractional CMO & Host of The Thunderstock Show Angela Lapovsky, Founder, ARL Elevate & Fractional COO Jennifer Flynn, VP of CPA Partnerships, Source Advisors

Larry Bailin is the founder and CEO of Single Throw Marketing. Among Larry’s achievements, he is an award-winning entrepreneur, a best-selling marketing author and a professional keynote speaker. For over 20 years, Larry and his talented team at Single Throw have provided innovative customer acquisition focused digital marketing services designed specifically to create an ROI and beat every competitor, for hundreds of regional, national, and global brands.

In this episode, we are joined by returning guest Jennifer Flynn and Cg’s very own Cg Team John Blake  to discuss Research & Development Tax Credits and its new updates from the One Big Beautiful Bill Act. ○      Jennifer Flynn is the Vice President of CPA Partnerships at Source Advisors, a consulting firm that provides customized tax solutions to real estate owners, multi-state enterprises, inventory-focused companies, and businesses with R&D activities. For 20 years, she has consulted businesses in a variety of industries and sizes. Source Advisors and Jennifer aid clients through their diverse business solutions and industry leading expertise. ○      John Blake, CPA, MBA, is a Director in Cg Tax, Audit & Advisory’s Tax Services Group with over 20 years of public accounting experience. He works closely with mid- to large-sized clients on a wide range of tax matters, helping them achieve financial goals and plan strategically. His expertise spans closely held businesses, LLCs, partnerships, and individuals.

Ross Stockdale helps Small Business B2B Service Companies increase their net profit without breaking the bank in 12 months or less as their Fractional CMO. He creates and executes winning marketing strategies to increase profit and decrease time and headaches. He's also a fellow Podcaster!

Angela Lapovsky, a seasoned business strategy and operations consultant and Fractional COO with over 15 years of experience driving transformational change and sustainable growth. As Founder of ARL Elevate, Angela helps organizations and teams across a variety of industries translate the vision for their business into reality by helping them solve complex business problems and creating a business strategy to target those challenges. Angela specializes in enhancing operational effectiveness, leading change initiatives, and empowering leadership teams through Fractional COO support, project-based services, and as a strategic advisor. Drawing on her deep expertise across Fortune 500 companies as well as small businesses, Angela brings a collaborative and results-driven approach to navigating organizational shifts

Jennifer Flynn is the Vice President of CPA Partnerships at Source Advisors, a consulting firm that provides customized tax solutions to real estate owners, multi-state enterprises, inventory-focused companies, and businesses with R&D activities. For 20 years, she has consulted businesses in a variety of industries and sizes. Source Advisors and Jennifer aid clients through their diverse business solutions and industry leading expertise.

Aaron Levine is the founder and owner of LG Insurance Agency, a team of professionals who provide personalized and reliable insurance solutions to individuals and businesses in New Jersey. For 18 years, Aaron has built LG Insurance on the values of trust, integrity, personalization, and community. He has further built his community through his podcast, “Who You Work With Matters, where he discusses important topics affecting the insurance industry and beyond.

Welcome to the CG Business Advisor Podcast's 2024 Year in Review! This year, we’ve seen transformative conversations on business leadership, automation, and community impact. We kicked off with a look at intelligent automation, with Alan Hester from Nividous Software, who discussed how AI and robotics are streamlining operations. As we look forward to the future, talent acquisition expert Gene Holtzman discussed how businesses are innovating their approach to recruitment, ensuring success in a competitive job market. In the nonprofit space, Lunch Break’s Gwendolyn Love and Jill Gwydir detailed their mission to provide essential services to communities in need. Meanwhile, Eric Lubin introduced the inspiring “Lil’ Heroes for Hope” gala, raising funds for children with rare diseases and Kyle Dunleavy of CURE Auto Insurance reminded us all of the importance of community engagement, as he worked toward a world without blood cancer, fundraising for the Leukemia & Lymphoma Society. On a personal level, we welcomed Deb Sundermann as CG's new Managing Director. She brings extensive experience, focusing on advisory and healthcare services, setting the stage for new leadership. Thank you for being part of our journey in 2024. Stay tuned for more insights in the year ahead!

Alan Hester is an entrepreneur and leader with proven success in the tech field for over 25 years. He is the president of Nividous Software Solutions, a company passionate about helping businesses work at peak efficiency using three pillars of intelligent automation: robotic process automation, artificial intelligence, and business process management. Alan’s previous experience with companies such as Xerox and Freedom Mortgage have contributed to his accomplishments as a member of the leadership team at Nividous.

Gwendolyn Love and Jill Gwydir are both members of the leadership team at Lunchbreak, a New Jersey nonprofit that provides food, clothing, life skills, and fellowship to those in need. Gwen, the current Executive Director of Lunch Break,  was previously the community director for a partnership between the Township of Neptune, New Jersey and the state’s Urban Coordinating Council that helps communities in need of revitalization. Jill, has also worked for many non-profit organizations, such as the YWCA of the City of New York, and the Multiple Sclerosis Society.  Both Gwen and Jill’s passion for community outreach combined with the support of an incredible staff, Board of Directors, volunteers, and donors has helped Lunch Break provide residents of Monmouth County and beyond help for today and hope for tomorrow.

Eric Lubin is the Co-Managing Partner at Lomurro Law and a member of the Spring Lake Hope Foundation Board of Advisors. The Spring Lake Hope Foundation is a nonprofit organization that helps children with rare illnesses and special needs. Individuals and companies have the opportunity to support these “Lil Heroes” and become members of a project known as “Lil Heroes for Hope”. The companies and individuals fund the project by contributing annually to the foundation. On August 1st they are hosting an “Under the Stars” gala to raise money for the foundation and their “Lil Heroes for Hope” project.  https://www.springlakehopefoundation.org/

With more than 10 years’ experience in corporate recruiting, Kyle Dunleavy is a Senior Recruiter at CURE Auto Insurance. He recently became involved with the New Jersey Chapter of the Leukemia & Lymphoma Society as a 2024 ‘Visionary of the Year’ candidate, and is working with his team towards building a world without blood cancer.

March is Woman’s History Month, and last week, the world came together to celebrate International Women’s Day and all the talented, determined, and compassionate women in our lives. During Women’s History Month, we commemorate the extraordinary, inspiring, and lasting impact woman have left on society. Today, Danielle Bagdzinski and Abbie Lohrmann of Cg’s marketing and recruitment team, are going to discuss the origin and history behind International Women’s Day, this year’s theme, who inspires them, and much more.