Meeting Minutes: September 14, 2021
Intro to New Team
- Welcome! Von Sanborn.
- Christopher introduced Von. He is an expert in Global trusts and estates and a tax specialist. He has a unique set of expertise and has already made a great contribution to the team.
Team Members Highlighted
- John Huber
- Mike Roberts – Mike oversees our accounting and tax division. Specializing in payroll, bookkeeping and CFO services.
Deep Dive on Success
- Five Flavors Herbs – is a bulk botanical pharmacy that was referred to us 4 years ago and have been on Flexpertise – We have assisted them with CFO, Legal, HR professionals, Employment Law, and Contracts.
- Gridology – From Flexpertise, to Patent, to Corp Formation, to Lobbying
- Sweetwater.AI: Flexpertise – Patent (Hoffberg), Operation/plant (Cripe), Corporate (Chris), Securities (coming soon)
- Bula Water (Fiji): Flexpertise – Regulatory Compliance (Jeff H), Securities Law (Marston/Meyers)
- Flo Ops (Brooke), It is a bit early for this company. They currently cannot afford our services; however, we have helped to guide them to who can currently assist. This will help to build future client relationships.
- Hash Quarry (Chris), We have assisted them with alternatives to dealing with their debt they have acquired.
- Beech Tree Labs (new Flex), (Drops Results),
- Sweet THC,
- Next NYC/FL Trip
- Jeff H- Marketing Updates
- The September campaign is up and running
- Working on the capital Deal Page. This will be an internal list of deals we are currently working on
- Air table expansion
- Latitude 42,
- Resolys Bio,
- IHS updates
- MKS Services, is a prototype manufacturer. They are looking for Estate & Insurance assistance. Looking to invest in private equity.
Product or Sales Ideas
- Katherine gave a great presentation on Debit Capitals and Capital alternatives. Showing the different types of debt and the services we can provide.
Team Member Recognition
- Richard Strauss has been with Exemplar for 15 years and helped to develop the Exemplar Core values
- Brooke Rao is pure energy. She has jumped right in networking in Florida, bringing in new business and we can tell she loves it.
- Katherine Brand has been with Exemplar for 8 years and is our super solder. She leads the flexpertise team, is as cool as a cucumber and our clients love her. She is great at seeing the big picture