Building Texas Business

BoyarMiller

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BoyarMiller Chairman Chris Hanslik interviews industry thought leaders and organizational visionaries in a discussion rife with leading edge information, the latest trends, case studies, and news. Business inspiration, growth, challenges, corporate culture and mentorship will be on the agenda. Enjoy the banter and glean valuable insight as the conversation unfolds.

MAY 14

Ep090: Crafting a Legacy in Family Business with Brian Birdy

In this episode of Building Texas Business, I speak with Brian Birdy, the CEO of PMI Birdy Properties and a regional developer for Dill Dinkers. Brian shares insights about managing his family business, which his father started in 1979. He discusses the complexities of succession planning and how involving family members can strengthen the business for future generations. Brian's latest venture, an indoor pickleball facility, highlights his ability to identify emerging trends and foster a unique business culture. We explore effective strategies for business growth as Brian emphasizes the importance of a solid foundation. He talks about the need for a strong team, comprehensive training, and well-documented processes to navigate unexpected challenges. Additionally, we discuss the hiring landscape post-COVID, where Brian advocates for a proactive approach to recruitment and the importance of adapting to new employment trends. As we move into the topic of franchising, Brian shares his experiences with Dill Dinkers and the potential of using repurposed industrial spaces for pickleball courts. He reflects on the benefits and challenges of setting up a franchise in this fast-growing market. His connection to San Antonio adds a personal touch, as he expresses his passion for the local community and its cultural vibrancy. SHOW HIGHLIGHTS I discussed with Brian Birdy, CEO of PMI Birdy Properties, about managing a family business founded by his father in 1979 and his strategies for succession planning and family involvement. Brian shared insights on the importance of building a resilient business foundation through strategic planning, comprehensive training, and process documentation, emphasizing adaptability to technological advancements. We explored the post-COVID hiring landscape, where Brian highlighted the significance of a proactive hiring approach, prioritizing candidates with a positive attitude and aligning with changing employment trends. The conversation delved into the burgeoning pickleball market, with Brian expressing enthusiasm for his new venture in opening an indoor pickleball facility and the potential of franchising with Dill Dinkers. Brian revealed the challenges and opportunities in the residential property management industry, particularly in differentiating oneself in a competitive market and adapting to shifts in housing demand. We examined the process of opening a pickleball franchise, discussing the benefits of franchising for newcomers, the importance of choosing the right franchise, and the potential for repurposing industrial spaces for pickleball courts. Brian emphasized the value of surrounding oneself with capable people, investing in staff, and being open to new ideas and changes to drive business success, while reflecting on his connection to San Antonio and the local community. LINKSShow Notes Previous Episodes About BoyarMiller About PMI Birdy Properties GUESTS Brian BirdyAbout Brian TRANSCRIPT (AI transcript provided as supporting material and may contain errors) Chris: Brian, welcome to Building Texas Business. Thanks for taking the time to come on the podcast hey thanks for having me. So you know, let's dive right in and talk about some of the things that you're doing as an entrepreneur and business owner and just introduce your companies to the audience. Brian: Sure. So I'm the broker and owner of Birdie Properties, which is a real estate company that specializes in residential property management. It has been in business for over 46 years. My dad actually started that business back in 1979. I've been running it and working at it and eventually running it since about 97 and have grown it to one of the largest residential property managers in South Texas, learned a lot of lessons in growing that business and the newest adventure is Dilldinker's Indoor Pickleball, which I'm sitting in, and I'm very excited that we will be opening our first location here in about a week and a half. Chris: Well, that's great. So two full-time jobs, it sounds like. Brian: Yeah, Well, the other one's a family-owned legacy business. It's three generations deep. Like I said, my dad started it. My brother and I both worked in it. I've owned it and run it for 20, 28 years and currently all of my three adult children and my daughter-in-law all work there and do the heavy lifting. With a little bit of guidance from me, that gave me the ability that could run effectively without my daily requirement, gave me the ability to actually continue that entrepreneurial spirit and try something completely different, which is indoor pickleball. I saw a true need in my city for this. There wasn't anybody delivering it. I saw it as an up and growing and when I actually started on it, less people knew what pickleball was. In the last 18 months it has really come to the forefront and so I got on. I started riding the wave at the right time and I hope it just keeps rolling, yeah well, it's certainly taken the last couple of years. Chris: It's taken on like a life of its own, it seems like. So let's go back to, I guess, Birdy Properties and maybe the unique part of what it's like in a family business to do the succession from your dad, who was the founder, to you and your brother then taking over that business. What were some of the maybe the pain points and lessons learned about doing that and what maybe advice you might give to someone that's in the process or thinking about it, of what to do or not do? Brian: Yeah, running a family business it's wonderful and it's tough, both hand in hand. The wonderful part about it is their name is on that business. Their future is tied into that business. Their commitment generally if they really care about it is they're a lot more committed than just an individual employee. But at the same time it's problematic in that you can't separate yourself from business. Family meals are filled with business. Taking an entire family vacation becomes almost an impossibility. And then succession is an issue. I bought the business from my father and it was clearly me. I own it. So my brother continued to work there but was not in ownership of it. That has its own problems. We found a way for him to actually build a business out of this and he's actually gone out on his own, is specializing in short-term management and is running his own business now, and so that was a way to kind of figure out how that could work. So he is the owner, sole owner, of Birdy Vacation Rentals. But I've got three kids that work for me. Each of them have unique qualities. They own all own a very important part of the business and they really can't survive without them working together, which works great now, but it's going to be. I'm going to wonder, I keep wondering and trying to figure out how, what is the best way to pass this on? And I don't have the right answer for it, but continuing to work at it, you know, giving them all individual pieces that they could own and be the masters of, and then by doing that, everyone needs each other kind of helps with that whole process. You can't no one of them can survive without the others. Chris: Well, it seems, if that's the case, right then you've set it up well for success because that fosters that team environment and team mentality. And you know we love talking about culture. So obviously you have the unique relationship with your children. How have you tried to take that beyond the family relationship with the other employees so that they feel the same engagement with the organization and tied to the organization's success? Brian: So we've gone through lots of that and growing and basically anybody who works for us can see that. I mean their last name isn't Birdy, they're not in the succession plan but we treat everyone within our business as if it was a big family. We believe in family. We believe in quality time. Individuals who work for us recognize we want them to do a great job for us but when they need time, when they need something they know they can ask for it, they can get it and just building that kind of culture has allowed us to have. Number of people who have worked for us for 15, 13, 12, I think is my current people that are out there have been here for a very long time. They're part of the family even though they're not. You know, their last name doesn't say birdie on it, but we work really hard in building a core that can. You know, property management is a tough business. I've said all along one of our core values is that we're going to have fun, and so one of the things we've always built is if we can have fun doing the worst part of that business, then we got it made. So we have a lot of fun when we're doing the fun parts of the business and when we go out of our way to make sure people are going to have fun. But we also find ways just to have fun and to really own that. There are tough parts of that business also. Chris: Sure, well, true for any business, right. There's always, yeah, the piece that you don't enjoy doing. But you know you have to right, it's a necessary piece but it may not be the most fun. I think you're right. If you can bring joy and fun into that, then the rest should be easy. Brian: right, because it's the stuff you like to do and want to do and, as I think about, I've been doing that for 28 years and I love going to work there. I love people that I work with and even though it's in a very tough and stressful because I mean, at times I have to evict people from their homes, I mean that isn't something that's fun, you know. But it has encouraged me that I'm waiting to see how much fun is running a pickleball facility going to be, where we have a core value of bringing joy to everyone through the sport of pickleball. And I'm like, if I can have fun doing property management, I think I should find it a little easier to have fun running a pickleball facility. But I don't know

42 min
APR 9

Ep089: Dig World's Rise with Jacob Robinson

In this episode of the Building Texas Business Podcast, I sit down with Jacob Robinson, the founder of Dig World, a construction-themed amusement park. Jacob's journey from owning a commercial cleaning business to launching a theme park was inspired by his son Pierce's courage in overcoming a severe illness. Jacob shares how this personal experience drove him to create a space where families can make lasting memories by operating real construction equipment. We also explore Jacob's unexpected invitation to appear on Shark Tank, which initially seemed too good to be true. Jacob describes the rigorous preparation process for the show and how securing a deal with Robert Herjavec provided significant exposure and credibility for Dig World. This experience sparked interest in franchise opportunities nationwide, propelling the business forward. However, Jacob's path has not been without challenges. He reflects on the operational setbacks faced during Dig World's grand opening and the importance of resilience in entrepreneurship. Jacob emphasizes learning from these failures and the need to be patient and ready for success. Throughout the episode, Jacob discusses his leadership evolution, focusing on servant leadership and building a passionate, customer-focused team. He highlights the importance of creating a culture of trust and creativity to ensure a safe and memorable experience for all visitors. Jacob remains committed to expanding DigWorld while offering an affordable alternative to traditional family outings. SHOW HIGHLIGHTS I discussed Jacob Robinson's inspiring journey from running a commercial cleaning company to founding Dig World, a construction-themed amusement park inspired by his son Pierce's battle with a severe illness. Jacob shared the story of how an unexpected email invitation led to his appearance on Shark Tank, which resulted in a significant deal with Robert Herjavec and propelled Dig World into the national spotlight. We explored the challenges faced during Dig World's opening day, highlighting the operational setbacks that resulted in temporary closure and how these experiences taught valuable lessons about patience and readiness. Jacob explained the development of custom technology to enhance safety and functionality in the park's machinery, ensuring a secure and manageable experience for visitors operating real construction equipment. We discussed the importance of building a passionate and customer-focused team, emphasizing a culture of creativity and care that enhances the visitor experience and supports the company's mission. Jacob described his evolution from a fear-driven leadership style to one centered on servant leadership, focusing on resilience and motivating his team positively through setbacks. As Dig World plans for expansion, Jacob remains committed to offering an affordable, enriching alternative to traditional family outings, while also contemplating new mascots and improvements to machinery safety. LINKSShow Notes Previous Episodes About BoyarMiller About Dig World GUESTS Jacob RobinsonAbout Jacob TRANSCRIPT (AI transcript provided as supporting material and may contain errors) Chris: Jacob, I want to welcome you to Building Texas Business. Thanks for taking time to come on the podcast. Jacob: No, thank you. I'm so honored to be here. Chris: So we can see from behind you. You know Dig World's your company. Take a minute to tell the listeners what Dig World is. What do you do? What are you known for? Jacob: Yeah, great question. So we are a construction theme park where we allow kids and adults to operate real construction equipment. So we let them drive real skid steers, real excavators, real UTVs would take you up and boom lifts, the whole deal. And the only thing is you need to be three years old or older. And so we truly are a fun family theme park, but we allow you to operate real construction equipment. Chris: Wow, I mean, that's amazing Real construction equipment. I can't wait to get into more of the details behind that, but first I have to ask you what was the inspiration to start a company like this? Jacob: Yeah, it's crazy. You don't wake up with a dream every day to start a construction theme park. Chris: Yeah, maybe a construction theme park, but not one where a three-year-old can operate. That's right. Jacob: That's fair? That's fair? Well, no. So we, my wife and I, were blessed. We have three amazing kids. We have nine-year-old, a five-year-old and almost a two-year-old, and so life is good and hectic right now. But my nine-year-old son, pierce, was born in 2015, a happy, healthy baby boy, and life progressed just normally and just fine. And then, in 2017, one morning on a Saturday morning, my wife found him in his crib unconscious and after rushing him to the hospital, we learned that he had contracted bacterial meningitis. We weren't sure if he was going to make it through the weekend, but the Lord had different plans. He was in a coma 12 days and we were in the hospital 75 days. And when we left the hospital, pierce left with a whole host of issues he's nonverbal, he's epileptic, he's deaf in both ears, you know, wheelchair and mental capacity of call it maybe a one-year-old, but but he is a happy little boy and, as I was telling somebody else, you know Pierce sees the world the way that we should all see the world. He doesn't see your skin color. He doesn't see your income. He doesn't see what car you drive. As long as you hang out with them, you've, we could bring people together. You know, you conceptually always understand that life is short, but when you're faced with something like that, you really understand that life is short and precious and so you want to bring people together and create memories and have good times and not just look up and say, man, all I did was work for 40, 50 years. And here I am, and so we had this idea. You know, as I told somebody, we're pretty good arrogant Texans. We thought we could build a theme park. It couldn't be that hard, right. And man, we were wrong and we'll get into that, I'm sure, at some point in the show. But Pierce's always loved construction equipment garbage trucks, dump trucks, really thinking that whole, everything in that category. And so we said, hey, we really think we could build a theme park where kids could actually come and operate real construction equipment. And for the listeners out there, some of you may be thinking, oh, this must be some toned down version. No, these are real. These are 3027s, these are 305s, these are 243 skid steers, and so these are the real deal that we have re-engineered to where it's safe, but these are the real deal that you get to operate the park. So that's how we got started. Pierce is the inspiration behind the park, the inspiration behind really a lot of things that I do in life, and bringing people together to create memories that last a lifetime. Chris: My gosh, I mean what? I mean? That's a mic drop story, jacob. I mean, you know, blessings to you and Pierce and your whole family. I hope to get the chance to meet him one day. Yes, he's the coolest member of our family. So, yes, that is amazing. So, wow. I love the inspiration and the story and this whole idea of bringing people and families together for those memories. So were you in the construction business when you started this, or what? Jacob: were you doing? I would say yes and no. I had a commercial cleaning company. I started in 2015. That was my job. We just recently sold that business and where we started that business was in the construction cleaning space. So anytime a general contractor would go and build a big building or a hotel or an office building, we would come in, we would work for the general contractor and we would do the final clean on that building. So I was kind of in the construction space. We, you know we answered to GCs all day, but I am not a construction guy by trade. I was an ag major at Texas A&M, so I was a janitor turned theme park guy. So it's been a very interesting career, as you can ask my CPA wife from all the meandering roads that we've taken. Chris: Yeah, so you know we're on inspiration. So then let's yeah, let's kind of dig into what a lot of entrepreneurs and business owners you know face is that first step right Of actually getting the courage to, to chase that dream. So let's take us back to that. What was that like? You know what were, you know what were the first steps like, what were the feelings? Like? How'd you convince that CPA wife that you know CPA wife that this wasn't quite as crazy as it sounded? Jacob: Yes, I'm not sure, when we crossed that line that the craziness went out the window. We may have been there for a couple of years, but I would say to those entrepreneurs out there it's easy to say and it's cliche to say, but everybody sees the end of the story, everybody sees Dig World. Now We've been open, we're on Shark Tank, we're franchising. You know everybody's going ah, great idea. Listen, that was not the case when we first started. We went back and counted. I had roughly 248 pitch meetings where they told me no, that I was crazy, it was never going to work. Nobody's ever going to come to this, nobody's. You know, it's not safe All these kinds of things. And so 248, it's a lot of meetings. It's a lot of meetings. It's a lot of no's. It's a lot of no's. To keep coming home and go, no, it was a good meeting. It was a good meeting. What did they give you? Money? Not at all, quite the opposite, but it was a good meeting, right? And so to those entrepreneurs out there that you, you, if you're pounding your head against the pavement and going, man, if one more person tells me no, hey, I've been there with you, I know what that's like. Keep pressing on, keep going. If you have the vision and you have the conviction behind it, I promise you, at some point you are going to find somebody that be

32 min
MAR 26

Ep088: Building Financial Innovations with Mason Brady

In this episode of Building Texas Business, I spoke with Mason Brady, founder and president of Brady CFO, about his entrepreneurial journey and the growth of his fractional CFO services firm. Mason shares how he transitioned from corporate CFO to entrepreneur after realizing the strong market demand for part-time CFO support among construction and agriculture businesses. Starting the business while supporting a family of five tested his comfort with risk and uncertainty. His firm now includes five CFOs who help businesses with revenues up to $75 million navigate financial decisions, capital access, and growth strategies. Brady CFO uses a unique team approach, pairing CFOs with analysts to deliver cost-effective services tailored to clients' needs. Recently relocated from California, Mason appreciates Texas's business-friendly environment and central location for serving clients nationwide. He focuses on helping entrepreneurs evolve as leaders while managing their growing companies, particularly in construction and agriculture where many face similar challenges around financial reporting and bonding requirements. SHOW HIGHLIGHTS I introduced Mason Brady, founder and president of Brady CFO, who shared his transition from a corporate CFO to an entrepreneur in the agriculture and construction sectors. Mason discussed the emotional and mental challenges of leaving a stable job, emphasizing the role of faith and family support in his decision-making process. We explored the importance of consistent sales activities for sustaining and growing a business, with Mason recommending that a significant portion of time be dedicated to new business development. Mason detailed Brady CFO's innovative business model, which pairs CFOs with South American financial analysts to optimize client service and provide cost-effective strategic financial services. The conversation included insights into the challenges faced by entrepreneurs in the construction industry, focusing on the transition from skilled professionals to business leaders and the importance of solid financial systems. Mason highlighted the need for effective delegation and trust in leadership roles within agribusiness, discussing the development of middle management and his experiences in Texas. We also talked about the advantages of operating a business in Texas, emphasizing its central location, economic activity, and more minimized regulations compared to other states. LINKSShow Notes Previous Episodes About BoyarMiller About Brady CFO GUESTS Mason BradyAbout Mason TRANSCRIPT (AI transcript provided as supporting material and may contain errors) Chris: Mason, I want to welcome you to Building Texas Business. Thanks for taking the time to come on the podcast, really looking forward to hearing what you have to tell us Awesome. Mason: Thank you, chris, really appreciate this opportunity. Chris: So let's just start introducing yourself to the listeners. Tell us about yourself and about Brady. Mason: CFO self. I'm a husband and father to three little girls, so that's the biggest priority of my life. I was just telling Chris earlier that we celebrated my three-year-old's birthday this past weekend and she had a blast. That did the trampoline and pizza party thing and she had a wonderful Saturday. So that was awesome. And from a more professional perspective, I started Brady CFO about three years ago. Yeah, roughly right around three years ago. That really in just seeing a need in the marketplace that I was a corporate CFO for agribusinesses and I had friends that would reach out and ask for help within their construction or ag businesses. They really just needed some fractional CFO support. That they had an existing accounting team, but that accounting team wasn't really leveling up to help them with the decisions that they need to make, whether it be, you know, hey, we want to buy out our partners, how much should we pay? How should we finance it? Hey, we want to go buy this building. How should we do it? You know, we want to buy out our competitor, or we need help getting access to capital all these multitude of requests that they had. But they certainly didn't need a full-time CFO and so I helped them part-time but really it just kind of exploded on me that within about three months of helping friends on the side, I was making more money on the side than I was in my full-time job and said, oh wow, there's actually a business here to be had, and so eventually decided to go full-time with it, and I've been growing it since then. So now this past weekend we're now a team of five total CFOs. We specialize in the ag and construction segments, and so we serve ag and construction-based companies with revenues up to 75 million and we come in as their part-time CFO, helping them with all the pain points I mentioned that you know. They need to look at potential investment opportunities. They want to bring in partners or buy out partners and want to figure out what's the right way to do that At least finance it. They want to figure out, you know, how to optimize their finances, and so we're the ones that ultimately can help solve those pain points for them. Chris: Very good, yeah, so first I can identify, I have two girls, so I'm a girl dad as well, and no better pleasure in life. And then you know I love hearing that you know this kind of just being entrepreneurial and, I guess, open to opportunities and seeing a gap where you could kind of step in and provide value to clients and small businesses, midsize businesses, and turn that into your own business, which is pretty cool. And I think what all entrepreneurs are kind of looking for right is where can they make a difference? Where's there a gap in the market? And so you said three years ago now tell us a little bit about you. Know. I guess you kind of had it going on the side, and that's not uncommon. Some entrepreneurs will say I kind of had a job and then I was doing this kind of side hustle and then that just kind of exploded. What was it like, I guess, to to go through the process mentally and emotionally, to go I'm going to leave the stable corporate job to kind of, you know, branch out on my own, because a lot of people are probably stuck, scared to make that decision. Let's talk a little bit about your process and what you might offer. Some advice to others who may be listening. Mason: Yeah, I think the path of me becoming a full-time entrepreneur it has been more of an emotional roller coaster of learning how to deal with fear and risk and being comfortable with it. You know, of living in a state of being comfortable with knowing that you're really not in control, which none of us are anyways, even in a W2 job, right, none of us are really in control, but there's some false sense of security that exists in a W2 job and you know, and just reckoning with that in your own heart. As to you know what that looks like. And yeah, it certainly was scary for me to have three young children and my wife doesn't work. I am the breadwinner, my wife is a stay-at-home mom and we generally wanted to maintain that lifestyle, just to be able to take care of our girls in that way. And so it definitely. Yeah, it was on my back, right, but you know, I say this, my, my personal faith is important to me, and so, you know, inherently I kind of knew that it wasn't all in my back, but yet at the same time, you know, as human nature is, we want to try to control things, and so it was scary, but I saw that the door was opening for me. It wasn't on my own, you know, doing that, obviously, I worked hard, but the door had opened to me that I'd personally prayed and I said, hey, if this is the path I'm supposed to go, it's going to be clear when you know, the answer to that was really clear when I started actually making more money on the side and I had more booked revenue than I did in my full-time job and said, okay, there's obviously something here that it's not. Like I have this little launch period where all of a sudden, I'm going to do a dip in income and try to figure it out. It's like, no, I've literally fully replaced the income and then some, I think we're good to go here, and so that was easier. Not everybody has that opportunity but, yeah, for me personally, it certainly was becoming comfortable with risk. That you know, that has been the journey over the past three years, and I think every entrepreneur is a bit on that journey of as an entrepreneur, you have to be comfortable with taking risk in a bigger way. That you know, especially, I come from an accounting background. Right, I'm a. You know, I was a CFO by trade, that I'm known for risk-taking. No, we generally are conservative decision-makers right, and I had to get comfortable with just, it's okay, get comfortable with fear. That's when the greatest growth happens. And you know, I heard somebody else like you and I are going to do a podcast swap. I heard somebody else say that you know, wealth is managed and conserved via diversification. Wealth is built when you go all in. You know and and it was like okay, well, if that's true, you know. Then I got to go all in and know that I got to go all in and that I'm burning the ships, and you know and just be comfortable with that. And so I began. That wasn't like a day one decision for me. I had to incrementally overcome some things to at that, but it was definitely a huge leap for me of doing that. But I would say to most people that you know it's going to end up being okay that you know all the fears that are in your head for something else. That's better because, as a result of that failure, that if you are good at what you do generally, it'll work out. Chris: Yeah, yeah, I mean it said you know, I guess, succinctly have faith in yourself, right, that you can do the job. The other thing I like about what I heard you say there was it's very rare for someone speaking of entrep

33 min
MAR 5

Ep087: Trailblazing Healthcare Success with James Dieter

In this episode of the Building Texas Business Podcast, I spoke with James Dieter, Chairman and CEO of Principle Health Systems. James shared his journey from orthopedic and interventional pain specialist to healthcare entrepreneur. Motivated by inefficiencies he witnessed firsthand, he created a more efficient healthcare model focused on mobile diagnostic services. Principle Health Systems has now conducted over 3.2 million mobile lab tests in 2024, demonstrating the success of his patient-centered approach. James opened up about leadership challenges and the importance of self-awareness when managing strengths and weaknesses as a CEO. By redefining Principle Health's mission, vision, and core values, his team created a unified direction that improved employee satisfaction and strengthened company identity. His insights on strategic partnerships showed how the right team can transform an organization. We explored their innovative "daily DON" program, an AI tool that helps Directors of Nursing prioritize patient care in long-term facilities. This technology enhances clinical decision-making while serving as a distinctive marketing asset for the company. James also discussed the Texas healthcare landscape, including Medicare conditions and reimbursement rates. Throughout our conversation, James shared practical advice on informed risk-taking and learning from setbacks. His experience navigating the healthcare industry offers valuable lessons for leaders and entrepreneurs looking to make an impact in this complex field. SHOW HIGHLIGHTS I explore James Dieter's journey from an orthopedic and interventional pain specialist to a leader in healthcare entrepreneurship, emphasizing his efforts to address inefficiencies in the healthcare system through mobile diagnostic services. We discuss the transformation of Principle Health Systems, highlighting its achievement of conducting over 3.2 million mobile lab tests in 2024, with a focus on patient-centric care. James shares insights on balancing strengths and weaknesses as a CEO, stressing the importance of self-awareness and strategic partnerships in building a thriving organizational culture. We delve into the development of a strong company culture at Principle Health Systems, driven by redefining mission, vision, and core values, which has enhanced employee satisfaction and strengthened company identity. The episode covers the innovative "daily DON" program, an AI-driven tool that aids Directors of Nursing in prioritizing patient care, which has been recognized for its impact on clinical decision-making and marketing. We examine the challenges and opportunities in the Texas healthcare landscape, including favorable Medicare conditions and low reimbursement rates, alongside the growing role of AI in insurance claims processing. James reflects on leadership and problem-solving, emphasizing the need for quick decision-making, informed risk-taking, and learning from setbacks to drive business growth and sustainability. LINKSShow Notes Previous Episodes About BoyarMiller About Principle Health Systems GUESTS James DieterAbout James TRANSCRIPT (AI transcript provided as supporting material and may contain errors) Chris: James, welcome to Building Texas Business. Thanks for taking the time to come on the show. James: Glad to be here. Thanks so much for having me. Chris: Yeah. So let's start at the beginning. Just tell us a little bit about your company and what it does and what it's known for. James: Yeah, so Principle Health Systems has evolved over the years. When we started out we really had multiple directions. We were going in just as a healthcare services company. So a little background on me. I started out in orthopedics and interventional pain. I was really just dedicated to practice inpatient, outpatient and surgery. So going through that for my first decade of work, I saw a lot of inefficiencies in the healthcare, outpatient and surgery. So going through that for my first decade of work saw a lot of inefficiencies in the healthcare services sector, specifically in the Southeast region of Houston where I worked. So I wanted to build a better system right. Our lab results took too long to get back. Our pharmaceuticals weren't in stock at the pharmacies we'd send our patients to. Mri results took too long and started to, through my entrepreneurship journey, go out and started to build little sectors of where I could have influence really over my own practice to have a better outcome and through that over time started over 20 businesses in the first 10 years Just had numerous pharmacies, laboratories, diagnostic facilities, did three surgery centers. I was involved in one large hospital system and then got to a point where I said, hey, let's wrap this thing together, let's put it together. I want to have really just one source solution where we could come in and work with physicians and provide a host of different services. That went fairly well. The service level was outstanding. The most difficult aspect for us was really the payers actually having reimbursements without being contracted with certain individuals. From there, we really, about six, seven years ago, found a niche and that was called long-term care. So we define long-term care as skilled nursing facilities, assisted living facilities and home health facilities and we provide laboratory and diagnostic services to those guys. So, in-house, you call it your house if you live in a skilled nursing facility or assisted living facility, or at home, but we provide mobile diagnostic services. So we go out and we offer labs, x-rays, ultrasounds, echocardiograms and ekgs in the home. So you bring it to the patient. Bring it to the patient, that's right. That's right. And last year, 2024, we performed over 3.2 million lab tests mobile. So, with a large amount of those being for stat tests, right? So tens of thousands of stat tests per month where somebody needs something in four to six hours and we get us turned around for them. Chris: Okay, so it sounds like the inspiration for you was maybe frustration born out of frustration, for sure, and a gap in our healthcare delivery service, so he's shedding more light on that. I mean, you've mentioned this entrepreneurial journey. I mean most physicians and doctors don't have that. So what was it for you that you kind of took frustration and turned it into action? James: Yeah, I mean just a matter of you know, I'd have a patient that was really suffering right, specifically on the interventional pain side. This is not uncommon. You have a patient who's in a very bad position and you're already jumping through hoops with insurance companies. So it might take three to four weeks to get something approved. And then you're in, then you set them up for surgery. Well, you, the assumption is okay, we're going to have the lab work back, we're going to have the MRI back in time, and then it just wasn't happening. So you're pushing off surgery, you're pushing off procedures and just over time it's just a great deal of frustration. At the end of the day, the mission was always to help the patient, and if it's all about the patient, we've got to do something different here. And that was the biggest frustration for us was just the delays and turnaround times on the imaging and laboratory specifically, but then also getting medications, you know, sending patients out and having sometimes three, four, five phone calls come back up. The pharmacy didn't have my medication, the pharmacy didn't have my medication, the pharmacy didn't have my medication. So that's when we started opening up our own pharmacies back then as well. Chris: So just there, right, you said we. Who did you partner with? How did you go about finding a business partner? If that's the case, going about setting up a business, because you don't just turn on a switch right. There's planning, there's financing. Entrepreneurs in any industry, in all industries, go through that when they're starting a business. Let's talk a little bit about that journey in the beginning, of how you got it going and some of the lessons learned in that process. James: Lots of lessons learned in that process. You know, speaking of that, we call it chewing glass, right, okay, I? heard that one. So much of it's just a grind right and just figuring it out. But as far as partnering goes, I've had numerous partners in different individual business units over the years. When I formed Principle Health Systems in March of 2016, I had to get really specific on who am I going to allow on the bus, who do I really want to partner with on the bus? So I pulled away from certain partners, left goes, let go of certain businesses and then brought some together. So, in total, I believe we started out with there were three of us on day one that we brought in, you know. But I had different skill sets, right. I mean, I was trying to always try to be very honest with myself about where are my weaknesses right. I'm I would say I'm highly visionary. I like to think big. I like to have that 50,000 foot view of where we're going, set goals, set mission, set vision. Big culture guy. I love to talk about culture and instill culture throughout the organization. Chris: We'll get to that in a minute. James: Cool yeah, but just frankly, I would say weaknesses are on details, right. So I've just always been someone who likes to move forward and not analyze every aspect of it. So partnering with some people that were strong in an analytics and detail side of the business was really important for me, and I still have some just phenomenal business partners today in that regard. Chris: That's great. You touched on two things that I think are very common, some of which when we're advising clients. The first is choosing your partners right and being clear about expectations, documenting what the deal is on the front end and making

35 min
FEB 12

Ep086: Exploring Houston's Economic Horizons with Brian Freedman

In this episode of The Building Texas Business Podcast, I spoke with Brian Freedman, president of the Bay Area Houston Economic Partnership, about the region's economic development. We explored the five major industry clusters shaping the area: maritime logistics, aerospace, tourism, healthcare, and petrochemicals. Brian shared updates on aerospace innovations at Ellington Field, including projects by Intuitive Machines and Axiom, while highlighting new opportunities in defence manufacturing. I learned about Project 11, an initiative to expand the Houston port's capacity for larger vessels. Brian explained how this infrastructure project connects to the broader transportation network, particularly the role of trucking in regional commerce. We discussed how the partnership works with legislators and industry leaders to address challenges like insurance costs and maintain economic momentum. The conversation shifted to leadership approaches and team dynamics in Texas business. Brian described how maintaining diverse projects keeps his team engaged and motivated. We explored how the Houston area supports entrepreneurs through community partnerships and mentorship programs while adapting to technological changes like AI integration. Our discussion wrapped up with a look at workforce development in the region. Brian explained how educational partnerships are building talent pipelines across industries. We covered the importance of aligning training programs with business needs while fostering collaboration between municipalities, educational institutions, and industry partners. SHOW HIGHLIGHTS In this episode, I spoke with Brian Freedman, president of the Bay Area Houston Economic Partnership, about the economic development in the Houston Bay Area, focusing on the recruitment, retention, and expansion of primary employers. We discussed the significant industry clusters in the region, including maritime logistics, aerospace, tourism, healthcare, and petrochemicals, and their impact on the area's economic growth. Brian highlighted developments at Ellington Field, including contributions from companies like Intuitive Machines and Axiom, as well as the emerging opportunities in defense manufacturing and procurement. The episode explored the scale and impact of the Houston port, emphasizing Project 11's role in expanding the port's capacity and the importance of logistics and innovation for regional prosperity. We delved into the leadership style necessary for motivating teams and managing diverse projects, underscoring the Texan entrepreneurial spirit characterized by ambition and a collaborative approach. Brian shared insights on the vibrant business ecosystem in Texas, driven by a skilled workforce, affordability, and a supportive community fostering partnerships and mentorship opportunities. Finally, we addressed challenges like insurance costs and the importance of regional solidarity, as well as efforts to mitigate natural disaster risks and promote responsible development in the area. LINKSShow Notes Previous Episodes About BoyarMiller About BAHEP GUESTS Brian FreedmanAbout Brian TRANSCRIPT (AI transcript provided as supporting material and may contain errors) Chris: In this episode you will meet Brian Freedman, president of the Bay Area Houston Economic Partnership. Brian shares how his organization works to recruit, retain and expand primary employers in the greater Houston Bay Area region. Brian, I want to welcome you to Building Texas Business. Thanks for joining us today. Brian: Hey, thank you, Chris. Honored to be here and great to catch up. Chris: Yes, likewise. So let's start with you. You're the president and the organizational name's kind of long it's Bay Area, houston Economic Partnership. Tell the listeners a little bit about what that organization is and what it does, to kind of put the rest of our conversation into context. Brian: Sure, so BayHEP is the short version of it. So we're the Regional Economic Development Group and kind of the, as I like to say, in the Houston-Galveston region. We're three o'clock to six o'clock on the watch, face right. So we kind of go out 225, all the municipalities and cities going out east and then going down south 45. We go a little west of 45, but really that 3 o'clock to 6 o'clock and we're really focused on how do you recruit, retain and expand primary employers in the region with the idea that if you can get great companies located here and have a group of industry clusters that are cranking away every day, that we can have a great place to live. We have great involved residents that are in this area and opportunities for the folks who live here and kind of build what the future will look like for this region. So a lot of good stuff going on and, happy to get into that a little further, we do economic development, recruitment, retention projects. So how do we get companies here? We do some grants and then we're a membership organization is how we're funded. So we have about 300 members, 19 municipal members, Harrison-Galveston County, the port, the airport system. It's really how do you get the leaders of a region to work together to advance what we're doing here. Chris: Wow, I mean that's it sounds like it's easier to say and harder to do coordinating that many organizations and trying to get everybody pulling the same direction. Brian: Yeah, it's a lot of fun and we get to work with a lot of great folks. That's how we met Chris, is that, you know, through some of our mutual connections. But yeah, you know, it's really when you can get generally like-minded folks thinking about what the future of a region will look like and pretty aligned and working towards that effort, it's more of a well, it's just fun and you can create a lot of impact and we're seeing that and I'll be happy to dive into some of the specific projects we're working down here. But I mean, you guys do it too at Boyer Miller. Y'all are working with clients all over the spectrum of types of industry and you have to adapt to what's coming up, what's at you, and be ready for that kind of stuff. Chris: Yeah, no doubt. So yeah let's jump into some stuff. Let's talk first, because when I think of your area, obviously the first thing that comes to mind is NASA and all that's going on around that, and that leads me to technology and innovation. So what are some of the emerging technologies or trends that you're seeing that are kind of helping shape the future of Texas and kind of the business opportunities, at least in your region and for Texas? Brian: Yeah, so I call it kind of the big five on the industry cluster. So everybody thinks about this area for NASA, which we love right, because it really is a crown jewel out here, but I call it the big five right Maritime and all the associated logistics with the port aerospace and aviation, so nasa, but also the great work that the airport system is doing with ellington and hobby, tourism and recreation, health care and all the hospitals that have campuses down here, and then specialty and petrochemical and the energy industry partners and every one of those ecosystem has a ton of stuff going on. So I'm happy to talk about some of those more granular. But a couple of observations. One is that often overlooked in this community and really an asset to the greater Houston region is Ellington Field, ellington Airport, the Spaceport and, if you haven't seen or heard about it, the work that's going on at the Spaceport. They have three new beautiful buildings. One is occupied by Intuitive Machines who just put the first commercial lander payload on the surface of the moon. One is occupied by a company called Axiom that's building the next generation of commercial spacesuits and the next generation space station, and Collins who do spacesuit design in our building and maintaining the current spacesuits. They've set up huge facilities down there and so new stuff coming on. But I'm equally excited about just across the runway is the 147th Reserve Group. So there's a reserve unit out there, a reserve base, and the defense opportunities are pretty exciting. So that's highlighted by the 147th. But almost every branch has a reserve unit out there, save the Space Force, and we're working on that. And so the opportunities with defense manufacturing to come out to do more work in Houston and some of their innovation units and, as mundane as it sounds, some of the procurement opportunities, because when it comes to contracting, having a group of folks here would be a great opportunity for Houston businesses to then pipeline the work that they're doing into the broader defense industry, which can be really exciting. One other thing I'll mention, chris, is if you just look at the path of predictable growth for Houston, right, it keeps going out and we see that on our freeways every day. So there are growing pains that come with that, but for our region it's that steady march down Interstate 45. And so while Clear Lake Lake City are starting to get to fully built out and we're looking at what is the next generation of building look like, what's redevelopment look like For communities Dickinson, hitchcock, santa Fe, to some extent Texas City. Although they've got quite an industrial complex too, there's still space, and so it really brings up the opportunity of we can handle big projects, and whether they're industrial or tourism, there's a lot of opportunity that comes with that. And so, as folks you know, as we get built out further and further, those cities that were, they've always been important cities for the regional ecosystem, but they become major players, and so it's exciting to be able to work with them on that stuff. Chris: Sounds like a lot of opportunity for real estate development. Both residential, retail, commercial, industrial kind of all sectors are going to be playing a big part in that ongoing dev

36 min
JAN 15

Ep085: Revolutionizing Car Sales with Chris Gillman

In this episode of Building Texas Business, I met with Chris Gillman, President and CEO of Team Gillman, to discuss how technology is transforming car dealerships in Texas. I learn how his team uses AI and virtual assistants to streamline customer service, enabling online car purchases and digital service scheduling. Their approach to technology has improved both customer experience and internal operations while maintaining strong relationships with car buyers. Chris shares his path from general manager to business owner, including a key moment when he had to terminate an employee who broke company policy. This experience taught him about insurance requirements and legal considerations that protect the business. We explore how Team Gilman adapted during COVID-19 by focusing on company culture and employee development. Chris explained their strategy of reinvesting in staff training and using customer data effectively, which has supported steady growth without aggressive marketing tactics. SHOW HIGHLIGHTS We explore how technology is reshaping the car dealership landscape in Texas, emphasizing the integration of AI and virtual assistants in enhancing customer service and streamlining operations. Chris discusses his leadership journey, highlighting the importance of hiring ambitious individuals and giving them the autonomy to excel in their roles. The episode delves into the challenges and rewards of transitioning from a general manager to a business owner, offering insights into leadership in the automotive industry. We examine the significance of building a strong company culture and the strategies for maintaining employee-centric leadership, especially during challenging times like the COVID-19 pandemic. Chris shares the value of leveraging existing customer data to sustain a market presence without aggressive advertising, focusing on customer satisfaction and long-term business sustainability. The discussion includes the role of technology in employee management, mentioning tools like Paycom and Reynolds for digital transactions and HR processes. Chris emphasizes the balance between short-term gains and long-term sustainability by reinvesting in employees and fostering a growth-oriented environment. We talk about the evolving work landscape and the shift back to traditional office settings, with insights on adapting leadership styles to meet changing work habits. The conversation touches on the impact of recent legislative changes in Texas, such as the removal of state inspections for pre-owned vehicles, and the implications for the automotive industry. Chris shares personal stories and leadership philosophies, stressing the importance of leading by example and treating employees with respect to drive business growth. LINKSShow Notes Previous Episodes About BoyarMiller About Team Gillman GUESTS Chris GillmanAbout Chris TRANSCRIPT (AI transcript provided as supporting material and may contain errors) Chris Hanslik: Chris, I want to welcome you to Building Texas Business. Thanks for taking the time to join us today. Thank you. Chris Gillman: I look forward to it. Chris Hanslik: So let's just start by telling the audience about your business and maybe a little bit about how you got into the business. Chris Gillman: Okay, well, last name's Gilman Been, a family name here in Houston since 1938. I'm a third generation car dealer. We started off in downtown Houston with Pontiac and GMC at the corner of Milam and Pease, and then my father took it over, ran it, did everything, built it all the way up, and I've kind of taken over kind of since then, since my father's passed away since 2011. We roughly have around almost 800 employees and we do roughly around 18,000 cars a year here in Houston. That sounds like a pretty big volume. It's definitely a small family business. Chris Hanslik: Yes, I think it's pretty good volume. Yeah, it sounds like it and so let's you know. Talk about. There's a lot, especially at the beginning of the year, about looking ahead. There's been a bunch of conversations in the last two years about AI. What are some of the emerging technologies that you see now or may be coming as it relates to your industry? Chris Gillman: Well, right now, one of the big things is almost 20 to 30 percent of every service appointment. When you bring in your car for service, when you set your appointment, you are actually talking to somebody. That is an AI virtual assistant that is scheduling your service appointment for you and you actually think you're speaking to a human and that is setting up a pickup and delivery. Or hey, I need to drop my car off at three o'clock, I need a loaner or I need a shuttle you're actually dealing with. I don't want an ai virtual voice setting your service appointment kind of like the virtual assistant. Yeah, it's full-blown. And also, a lot of times, if you're setting an appointment to come in, to come test drive a car, there are tools right now that we are utilizing to streamline and make and make the car buying and the servicing of your vehicle a lot easier. Chris Hanslik: I'm sure most people will love hearing that because almost like death and taxes. Most people say you talk about buying a car and they just like poke a needle in my eye because it's such a painful process yeah, it's you's. Chris Gillman: You know back from way you know me being 47 years old. You know buying a car the way it did in 1985 and 1995, hell, even in 2005,. It's completely different. Now you can get in and out of a car dealership with not only an hour and a half, but the days of, oh, let's go haggle and beat up and go negotiate and oh, hear me roar. Those days are gone. If you want to make the car buying process difficult, you can, or you can make it very simple. Chris Hanslik: Well, you bring up a good point, though right, with the consumers much more informed these days because of the internet way more, and so which? Chris Gillman: is great. By the way, an informed buyer is a better buyer, you know. You know what it was in I think it was 2010. Your average consumer used to visit 5.2 5.5 dealerships before they bought a car. Now it's like 1.3 wow, yeah, so more efficient way. Chris Hanslik: More efficient? I don't. I mean. My sense is that's common across a lot of industries. Right, and with the age of the internet, more price comparing and shopping online and things like that oh, it's just like buying a home. Chris Gillman: You see all the photos online and you look at it and go. You know, you know, back in the day you used to go visit 20 different homes before you bought it. Now you might only look at three. Chris Hanslik: That's a good point. So you got dealerships across the greater Houston area, 800 employees. Anything that you know we talked about technology for the consumer, anything you're using to kind of help hire, manage, train employees, that is kind of innovative. Or using technology to help you there. Chris Gillman: Some of the technology that we're using. You know I'm not here to promote a payroll system or anything like that, okay, but you know we've been able to lower our HR staff by using a company called Paycom. Chris Hanslik: Okay. Chris Gillman: And also our hand. Also our digital handbook is in that we have training videos and all that. That's from the employee standpoint, from the consumer standpoint. We use a company called Reynolds, and Reynolds they're a Texas based company, or they have a company in Dayton Ohio, but they started off in Houston. There's a thing that we call DocuPad, where you do the whole car deal, everything. It's all digital. It's no paper, it's all digital and we are able to also I don't want to use the word FaceTime, but if you are remote, we're able to do a virtual go back and forth so you can sign your paperwork while you're sitting at home or at your office or you can be on a boat fishing if you want to do it, and you can do your whole car deal and you don't actually have to come into the dealership. Chris Hanslik: That's amazing. I've experienced the DocuPad. It looks like just you're sitting at a desk. Chris Gillman: Yeah, it's a gigantic iPad. Chris Hanslik: And I've seen you I mean in action when you have any car that you know you have access to under your umbrella is for sale. I think we were on a day trip and you sold a Tahoe. Chris Gillman: Yeah, just it's. You know, no matter where you are, you know you can have a tablet or a phone and you can do a whole car deal everything right there and there. You see, you know if you think about it we're in the world of the now, yeah absolutely and that's you know. The world has taught, Amazon has taught us that you could buy anything in three clicks. Well, if you want to go buy a $50,000 car in three clicks, I want to be able to provide that for you, sure. Chris Hanslik: So you know, I think we all, born and raised in Texas, very proud to be. What do you see as some of the advantages of having and starting and growing a business in the state of Texas? Chris Gillman: The state of Texas is very pro-business. The state of Texas likes it for people to have employees to create business, to create I don't want to say an economy, but you're generating taxes for them, right? Sure, so they are pro-business and that's, and the state of Texas likes that. And there's a lot of car dealers that wish they were car dealers in Texas that aren't in Louisiana, colorado, california. Chris Hanslik: Yeah, there's a lot. So those are some of the positives. Any challenges or headwinds you see coming maybe specific to your industry or just in Texas in general about operating here. Chris Gillman: Well, just from like Texas, they've just passed a new law and the new law is today's pre-owned vehicles do not need a state inspection on the car. Well, what I mean by that is the car does not for you to get a new registration for your new license plates,

34 min
12/04/2024

Ep084: From Insight to Innovation with Summer Craig

n this episode of the Building Texas Business Podcast, we dive into the entrepreneurial journey of Summer Craig, founder of Craig Group, a strategic consulting firm. Summer shares how a vacation epiphany led her to start a business while caring for a newborn. Her firm now partners with private equity-backed companies, helping middle-market businesses transition from startups to structured entities ready for expansion. We explore the early challenges of entrepreneurship, including securing initial revenue from clients like Gulf States Toyota. Summer discusses how the COVID-19 pandemic unexpectedly fueled growth in the middle market and healthcare sectors. She emphasizes the importance of building high-quality teams through strategic hiring, focusing on complementary skills and an ownership mentality. Craig Group stands out with its hands-on approach and a patent-pending software platform for sales and marketing forecasting. Summer highlights the significance of creating a flexible work environment that prioritizes excellence and authentic client relationships. Her innovative approach to consulting demonstrates how companies can adapt and thrive in challenging business landscapes. The conversation reveals the delicate balance of cost-saving strategies and necessary investments. Summer shares insights into maintaining a remote work culture built on trust and continuous improvement. We learn about the power of problem-solving, client feedback, and the determination required to transform business challenges into opportunities. SHOW HIGHLIGHTS Summer Craig, founder of Craig Group, shares her entrepreneurial journey that started with an epiphany during a vacation while caring for her newborn. Craig Group focuses on strategic consulting for private equity-backed middle-market companies, helping them transition from successful startups to structured entities. The early days of the business involved securing foundational clients like Gulf States Toyota, with initial revenues critical for startup success. Summer discusses the positive impact of the COVID-19 pandemic on business growth, particularly in the middle market and healthcare sectors. Strategic hiring decisions and fostering a company culture of complementary skills and flexible work environments are highlighted as key to building high-quality teams. Craig Group differentiates itself with a hands-on, results-driven approach and a patent-pending software platform that enhances sales and marketing forecasting. Building trust with elite clients through effective communication and personal interactions is emphasized as crucial for maintaining successful business relationships. The episode underscores the importance of collecting client feedback to ensure service excellence and continuous improvement. Summer uses her passion for mountain climbing as a metaphor for her entrepreneurial journey, highlighting the determination and vision required to navigate business challenges. The conversation concludes with reflections on the importance of strategic growth consulting and the ongoing journey of team building and client success. LINKSShow Notes Previous Episodes About BoyarMiller About Craig Group GUESTS Summer CraigAbout Summer TRANSCRIPT (AI transcript provided as supporting material and may contain errors) Chris: In this episode you will meet Summer Craig, founder and CEO of Craig Group. Summer's passion for excellence has helped fuel her company's growth, and she and her team's authentic approach to delivering for clients has formed relationships built on trust. Summer, I want to welcome you to Building Texas Business. Thanks for taking the time to come on the podcast. Summer: Thanks for having me. I'm glad to be here. Chris: So I know there's a lot for us to talk about. I want to start with giving you the opportunity to tell the audience who your company is and what are you known for. Summer: Yeah, absolutely. First of all, I love your podcast. I love what you're doing, telling people's stories, so I'm glad to be here. Chris: Thank you. Summer: Yeah, my story is a unique one, very interesting. It actually started with an actual epiphany that I had. I had a true, you know, entrepreneurial lightning strike moment. That that moment was sitting in Frisco, colorado, on vacation, while rocking my three month old third child, which is never the time that you should start a company. But I but that was my I had an epiphany, and the epiphany really was this that I was always going to work very hard, I was going to outwork the people around me, I was going to outwork my peers and I was in a fantastic role, fantastic job. But I had the epiphany that if I was going to always work that hard, no matter what, I could create more value for myself and for the economy by starting my own firm. And I knew that I needed to start my own firm because of that that, if I'm going to always do this, why not build something instead of working for someone else and creating value for somebody else? So that was the epiphany, and it was a true anxiety ridden, sweat inducing moment when I knew that I was going to start a company, you know, despite having a newborn third child. But fast forward. And you know, we're five and a half years later, and you know, we have a firm of 32 people and it turns out the Epiphany was the right way to go for me, that's a really unique story. Chris: And I'm sure your husband thought it was part of brain fog, but you proved him wrong. Summer: Yeah, actually he's been nothing. I think he said okay, sure, you know a little bit, maybe a little more, thinking like oh, we'll see what, we'll see what actually happens here. Chris: Okay, so. So it sounds like the inspiration for you was I want to do this for myself and build something that's mine. Tell us what it is that you've built. Summer: Yeah, absolutely. So what we've built is we built a strategic consulting firm. So we consult with sponsor-backed typically private equity-backed portfolio companies. We really focus on the middle market, lower middle market. What we do with those companies is we come in at different phases in the hold period even pre, even in LOI and we support top line organic growth. So we've built a system of tools and a system of really smart people and a platform that creates a formulaic way to streamline processes, streamline people, streamline technology for growth in these companies. The solution is really right size for companies that have been really successful but haven't really worked on their operations and growth. So they're selling whatever they're selling widgets, whatever it is but have they truly really looked and said is there anybody else I could sell to? Could I be doing something better? Could I be faster, could I do this more cheaply? They haven't really had to do that, but when the PE sponsors come in, you definitely do have to do that and what we're finding is that in a lot of in-house and PE there is a trend of hiring operating partners, which is a newer trend. So some have expertise on top line growth, but for the most part, that expertise is not in-house. So the PE firms need to go outside of their doors to get support to help these firms grow. Chris: So it sounds like you take a company that's almost been successful, despite themselves. That's right and help them systemize that that's right, so that they can maybe leverage it for more success. Summer: Well, yeah, and I mean I hope some of my clients are listening, but many are in Texas and I'll say it's so impressive, a lot of industrial manufacturing it unbelievably successful, either family businesses or entrepreneur-led businesses. But you're right, they haven't really had to. I'm using, you know, using air quotes here, but try that hard because they've had a great product right they've had a great story. the entrepreneur, the founder, had a really great connected network right, so that gets you to a certain amount of growth. But then when you have, you know, pe dollars coming in who are betting on you, there's a growth mandate and the growth mandate that that activity to grow is not the same as what it takes to start a business, so growth is harder and it takes more structure, and that's exactly right. We come in and say, man, this is awesome, how can we take what's awesome, do more of what's awesome, and let's try to reduce some of the risk that you have in the business, probably because nothing's repeatable, nothing's written down, maybe there's no technology supporting system, so we help them build that structure. Chris: And it helps them go to scale. Summer: That's exactly right. Chris: So let me take you back to the beginning, right after the epiphany. What were some of the first things you remember doing to kind of start the business? And, as you said, you build this thing of your own. What were some of those basic building blocks and things you did? Summer: Yeah, Well, for me personally, it was. The first thing was, you know, pray, look for guidance and then talk to people. So I spoke to a lot of people in my network just saying, hey, I've got this crazy idea, I want to build a firm. And the initial idea, while still very similar to what we do, was really around looking at sales and marketing and being able to tie the two together and prove ROI. So that's the crux of what we do right is show your work, show that this works. And I have a long career of traditional marketing. Marketing and marketing has always struggled to tie themselves to results. And that was really, you know, the core idea, you know, back when I originally founded it. But at the time I was working for Gulf States Toyota best people in the world and I'll never work for another company again. That was the, I think I topped out working for them and being, you know, affiliated with the Friedkin family. They are just salt of the earth. So I was very lucky. At the time when I

40 min
11/20/2024

Ep083: Empowerment and Innovation in Childcare with Amyn Bandali

In this episode of the Building Texas Business Podcast, I speak with Amyn Bandali, CEO of Ivy Kids Systems. Amyn shares the story behind Ivy Kids, a premier childcare and education provider founded by his parents. He reflects on how their move to Pearland, Texas, and the challenges they faced finding quality childcare led to the establishment of their first school. Since then, the family business has grown to 20 locations, with 16 more under development. We discuss the decision to franchise the business, the importance of building a culture of empowerment within teams, and Amyn’s philosophy on leadership. He explains how empowering employees with autonomy, transparency, and responsibility has been key to Ivy Kids' success. Amyn also talks about navigating challenges, including the impact of the pandemic, which required the business to pivot toward virtual programs and innovative approaches to childcare. The conversation highlights the critical role of early childhood education in shaping lifelong success, the importance of continuous innovation, and how technology like coding and robotics is being integrated into Ivy Kids’ curriculum. Amyn also shares insights into managing a franchise system and the value of fostering strategic relationships and learning from setbacks. This episode is filled with practical lessons for entrepreneurs and leaders who aspire to create sustainable growth and a strong company culture. SHOW HIGHLIGHTS Amyn Bandali is the CEO of Ivy Kids Systems, a premier childcare brand founded by his parents in Pearland, Texas, offering education from infants to pre-K and afterschool programs. The company was inspired by the founders' personal experience of struggling to find high-quality childcare when they first moved to the United States from Canada. Amyn joined the business in 2015 and initiated the franchising strategy, growing from 5 corporate locations to 20 total locations with 16 more under development. The company emphasizes a culture of empowerment, focusing on giving employees autonomy, transparency, and timely feedback while understanding the "why" behind strategic initiatives. During the COVID-19 pandemic, Ivy Kids pivoted to online learning and alternative programs, generating a million dollars in revenue for franchisees despite significant enrollment drops. The company is innovating its curriculum by incorporating coding, robotics, digital parent assessments, and classroom camera access to enhance early childhood education. Amyn's leadership style prioritizes empowering team members, setting clear visions, and allowing individuals to develop their own key performance indicators (KPIs). The company values continuous learning, participating in franchise associations, mastermind groups, and local business networks to share best practices. Amyn learned a critical leadership lesson during the pandemic about truly empowering his team by trusting them during challenging times. The company's educational philosophy is grounded in research showing the critical importance of early childhood learning in a child's development. LINKSShow Notes Previous Episodes About BoyarMiller About Ivy Kids Systems GUESTS Amyn BandaliAbout Amyn TRANSCRIPT (AI transcript provided as supporting material and may contain errors) Chris: Amyn, I want to welcome you to Building Texas Business. Thanks for agreeing to come on the show. Amyn: Yeah, thank you for having me, Chris. Happy to be here. Chris: So you're the CEO of Ivy Kids Systems. Tell the listeners what Ivy Kids is. What do you do? What are you known for? Amyn: Yeah. So Ivy Kids, we are a premier childcare brand, not just a daycare where parents just come in to pick up and drop off. You know, we provide education and that's from the infant level, so as young as two months old, all the way to our pre-K program, which is five and six year olds. And then we also have an afterschool program as well, where parents pick up and drop off from elementary school. The kids come in for homework help. And we're next year celebrating our 20th anniversary. Chris: Congratulations. That is amazing. Amyn: Yes. So what was the inspiration to get into this primary childcare, education, afterschool learning? Where did that emanate from? Amyn: Yeah. So, you know, a little bit about our history. So Ivy Kids was actually founded by my parents, Allen and Layla. You know, we had moved from Canada to the States or to Houston in 1995, and we lived in Pearland. So, as you're probably aware with Pearland, it experienced massive growth during that time. You know, 518 had one stoplight. Now it's a six-lane highway, it feels like. But you know, my parents, you know, with my brother and I being young children, they found out very hard time finding high quality care for us. You know, we would be in the daycare system, mom and pop childcare, quote unquote, you know, prestigious childcare program, and it was, you know, observation, where there was no learning going on, or my brother and I would, you know, be picked up and we'd have a bump or a bruise, and nobody would be able to point out why. Amyn: My parents being engineers and also having a history of entrepreneurship from their parents and their grandparents, you know, they thought about this industry and they thought, hey, we can do a better job of running high quality schools. So I like to say they reversed engineered the childcare. You know, they put a lot of thought, time and thinking, and over that course of 10 years from when we moved to Pearland, to 2005, we opened our first school, and that was in the Pearland area, and it did really well. So from that, we grew from that one corporate location to then five corporate locations. And then when I joined the business in 2015, and I can talk about the reasons why, but that was when we decided to franchise our brand. And, you know, today we are at 20 locations. We actually just opened our 20th location about a month ago and we have 16 under development right now throughout Texas and the Southeast United States. Chris: And, just curious, I mean, the 20 that exists in the 16 under development, how many of those are franchise versus corporate owned? Amyn: Yeah. So we still own all of the corporate locations today. We are at five corporate locations and we are at 15 franchise locations. You know, I think one of the things that shows maybe a strong brand and, you know, happy franchisees is folks opening their second or third locations. And even though we opened our first school in 2017, you know, that's been one of the great things to see. As a franchisor, you know, seeing folks open their second or third location, looking for sites for that. And that's kind of where we are right now in the evolution of the business, which is really exciting to see. Chris: That sounds exciting. So you're going back to the beginning in listening to the story you were telling about your parents. Yeah. It sounds like a very common entrepreneurial inspirational moment where they see a gap and figure out a way to fill that gap or need, right? And in this case, you know, quality childcare. Amyn: Yeah, absolutely. You know, they saw a lot of great things about this business, which really stand today. And it's, you know, if you do right by that family, you do right by that child, you know, you're having that parent for 10 years from when they're infant to that afterschool program. You know, they saw that childcare is a need, not a want. You know, if you have a dual income family, you have to put your child somewhere where, you know, they'll feel safe where they're learning. And from that they saw a need in building their first Ivy Kids to, well, there's so much research out there about the importance of education at an early age that then, you know, catapults a child into future learning, future success, as opposed to not getting that in the early ages. Chris: And the kind of the downward trajectory of the backing cause. Amyn: Yeah. I mean, there's some amazing studies. There was one that was done about eight years ago by Harvard University that basically said 95 percent of who you are is from the first five years that you were born. You know, everything from what your passions are to your ability to learn. So much of that comes from those first five years. And then if you think about, hey, what is the best return on investment then for my education? It's not necessarily those prestigious universities that does have a high rate of return, but the best ROI actually that a family can spend, that a government could spend is that first five years and getting that part right. Chris: Right. You know, if you're doing that, then you are truly building that foundation. And I think that's one of the drivers for why, you know, why families make a decision. You know, they're looking for, they're seeing the benefits, they're understanding more and more of, you know, the link between high quality learning and how their child is going to do. And they're making a smarter decision now with where they're choosing to enroll their child. Chris: So let's go a little bit, so we understand your parents' inspiration. You alluded to this, but I don't understand what drew you into the business. What were you doing before and what was it that caused you to leave that to step in and kind of take over? Amyn: Yeah. So by the time we had opened our first school, I was in, you know, college or close to college and seeing the business up front, you know, seeing the ability to build your own path, create your own destiny, working in the business from everything, from us assembling the furniture when we were opening our first school, actually laying the grass and the sod down in order for us to get our CEO inspection passed, you know, I was just so enthralled by it. I was so excited about it. The ability of owning something and really charting your destiny. And that really didn't leave

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Elaine Turner

02/09/2024

Lindsa M

This was a great listen. Elaine is a high EI leader and so humble.
Elaine Turner Episode

02/07/2024

AWE.tx

Loved the convo with this Houston entrepreneur. It’s a must-listen!
Prism Renderings

10/19/2022

HTyCRE

Wonderful insight on the mission of Jing Johnson to start and build a business focused on supporting working mothers, growing and succeeding in the real estate and architecture industry with that platform, and finding a niche to serve the needs of commercial real estate professionals. Congrats on your well deserved success!
Love the show!!!

10/19/2022

low and slow

Great show with great insights. Keep up the awesome work!

Creator

BoyarMiller
Years Active

2021 - 2025
Episodes

91
Rating

Clean
Show Website

Building Texas Business

Building Texas Business

Episodes

Ep090: Crafting a Legacy in Family Business with Brian Birdy

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Ep088: Building Financial Innovations with Mason Brady

Ep087: Trailblazing Healthcare Success with James Dieter

Ep086: Exploring Houston's Economic Horizons with Brian Freedman

Ep085: Revolutionizing Car Sales with Chris Gillman

Ep084: From Insight to Innovation with Summer Craig

Ep083: Empowerment and Innovation in Childcare with Amyn Bandali

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Elaine Turner

Elaine Turner Episode

Prism Renderings

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