Leadership, Law, and Purpose E32

On this episode of Collaborative Connections Radio Show and Podcast, host Kelly Lorenzen had the pleasure of interviewing Rochelle Poulton with KLM & Poulton Law PLLC, Frank Stitely with Stitely & Karstetter CPAs, and Mallard Owen with 123JUNK.

They talked about everything from Conscious Capitalism and higher purpose, to finances, leadership, collaboration and law.

If you are a business leader, conscious capitalist, or curious about any of these amazing professionals, check out this episode sponsored by KLM.

There are some great takeaways, insights, and tips that were shared by all!

Diverse experiences gives Poulton Law, PLLC the knowledge to understand your situation and provide targeted advice and guidance.

Rochelle Poulton joined Poulton Law in 2021, after nearly ten years of running her own practice assisting clients with debt and credit issues. She offers creative solutions for the financial struggles of entrepreneurship.

In addition, Rochelle has nearly 20 years of real estate experience and is a licensed Realtor with Realty Executives.

Connect with Rochelle on LinkedIn and follow Poulton Law on Facebook.

Stitely & Karstetter CPA’s is a full service CPA firm located in Chantilly, Virginia. They provide tax, accounting, and business valuation services to small business owners nationwide.

They specialize in complex tax planning and pension strategies for business owners as well as providing a complete outsourced accounting and CFO solutions to small businesses in a variety of industries.

The firm is celebrating its 33rd anniversary in 2022.

Frank Stitely founded S&K CPAs in 1989 with a fraternity brother from college. He has well over 30 years of experience consulting with small business owners to minimize their tax liabilities. He also helps small business owners understand the value of their businesses and assists them in purchase and sale transaction.

Frank is heavily involved in the Northern Virginia community sitting on the boards of a number of charities including Christian Relief Services, the RHOLC Foundation, and the Loudoun Estate Planning Council.

He is a workout enthusiast who loves biking and general fitness classes. He is a larger holder of the equity in a cloud-based software company, Clarity Practice Management, serving CPA firms nationwide.

He has written two books on practice management for the CPA profession.

Other than the above, he is a pretty boring guy.

Connect with Frank on LinkedIn.

From our first job through present day, 123JUNK has faithfully operated with its mission statement clear and top of mind: To be the leading Donate – Recycle – Dispose Company that delivers the best client experience and makes the biggest difference in its community and its environment.

123JUNK started with $4K and a beat-up pickup truck. Our humble beginnings forced us to focus on growth through referrals from happy clients and an unparalleled obsession with service quality.

Today, 123JUNK is positioned as the prominent Eco-Friendly, Junk Removal Service of our Nation’s Capital and the surrounding areas of Northern Virginia and Maryland.

Mal Owen has over thirty years of senior leadership experience having launched new businesses, nurtured startups, guided non-profits, and transformed struggling organizations. Central to Mal’s success has been building strong teams, creating winning strategic alliances, providing an outstanding work environment, maximizing existing resources, and leveraging new technologies and information systems. Importantly for sustainable success, he believes that “how you get there” is as important as “what you achieve.”

Mal’s consulting firm, eBrite, has led him to his most recent role as the Chief Operating Officer for 123JUNK, based in Chantilly, VA. 123JUNK’s mission is to be the leading Donate – Recycle – Dispose company in the country, delivering the best client experience and making the biggest difference in its community and its environment.

Mal had been consulting with this firm since 2014 until both parties realized he could provide even more value overseeing its day-to-day operations. Mal also continues to serve as an advisor to Smith Hager Bajo, a firm with specialized expertise in women and children’s healthcare management and facility planning.

Mal’s leadership and consulting talents have led him to work across a wide range of organizations in fields such as health/wellness, information technology, hospitality, arts and culture, legal, government/defense contractors, and executive search. Prior to his work in the commercial and non-profit sectors, Mal was trained as a research scientist.

He received a prestigious NIH grant to complete his doctorate degree in exercise physiology from The University of Iowa. He went on to receive a post-doc through another grant to continue his research on the neurophysiology of body temperature regulation in the College of Medicine at The Ohio State University.

Besides Conscious Capitalism Arizona, Mal has been very active in non-profit service and professional organizations in the areas of community service, workforce development, and small business support.

One of Mal’s most cherished activities in the Washington, DC, area was his five-year role as the co-leader of one of the largest, non-profit career support groups in the U.S. Recognized for its accomplishments by the U.S. Department of Labor, the group’s success led to his being invited multiple times by two Secretaries of Labor to provide his insights in focus groups and participate in special events hosted at the White House.

Connect with Mal on LinkedIn and follow 123JUNK on Facebook and Instagram.

About Collaborative Connections

Kelly Lorenzen started the “Collaborative Connections” show to bring her clients and favorite charities together to meet each other, connect and collaborate in life and business. She hopes to build a stronger community one show at a time.

About Our Sponsor

KLM is a one-stop support shop for small business owners who are starting, growing, or trying to sustain. Our purpose is to foster the growth and prosperity of small businesses in our community.

Entrepreneurs & small business owners come to KLM for support in all areas of business. KLM clients think of us as a concierge, business snuggy, another arm, or duplicate for the business owner; They call us when they need us. Business owners can continue to do what they love while having the support they need when they need it.

About Your Host

Kelly Lorenzen, CEO of KLM, is an award-winning entrepreneur with over 15 years of business-ownership experience. She is also a certified project management professional.