Bob Hothem is president and owner of TAB Miami Valley. TAB Miami Valley focuses on improving diverse businesses and their owners’ lives by creating advisory boards of noncompeting independent business owners. Bob acts as facilitator and coach with these businesses and works with them to drive measurable change in a number of areas including:

• Increase sales and profits through educating business stakeholders on how to use financial information
• Develop comprehensive business strategies and simplify them into actionable steps
• Increase the owner’s leisure time through processes and systems to delegate & manage more effectively

– Bob has a proven track record of improving profitability, increasing employee productivity, developing comprehensive business strategies and driving measurable sales growth.

Bob has 40 plus years in business experience working with Fortune 500 as well as private businesses in manufacturing, printing, and direct marketing agency roles. He has held a number of senior mgt. positions with a track record of repetitive success developing and refining teams focused on a common goal primarily in the sales and operations arenas. He has coached teams that have generated from a few million to a few hundred million in volume.

Bob lives in Centerville Ohio and earned his degree in Ag. Economics from The Ohio State University where he still is active as a guest lecturer and national marketing team coach.

Jeff Matthews, CEO of Evolution Business Advisors, is a certified Contract Facilitator for The Alternative Board Miami Valley.

Jeff formed Evolution Business Advisors after seven years honing his consulting skills with a national CFO advisory firm. His background includes financial leadership roles as the US Treasurer of a large cement/concrete/aggregate operation with a publicly traded Japanese parent, CFO of a private-equity owned concrete company in the fastest growing residential market in the country, Director of Finance and Division Controller of a large publicly traded consumer products firm that was experiencing evolutionary changes, and several years with a North American manufacturer and distributor of products for the construction industry.

With over 15 years working with private equity owned organizations and participating in nearly 20 business transition transactions, Jeff can bring a wealth of knowledge to your organization in the areas of:

• Cash management and forecasting
• Budgeting and strategic planning
• Financial process improvement
• Staff development and training
• Benefit plan oversight
• Advisory board oversight
• Acquisition and integration support
• Ownership transition services

Jeff holds a BS in Accounting from Miami University and has maintained an active Ohio CPA license for over 30 years.

He can be reached at 909-754-5401 or [email protected]

Dan Hypes, senior advisor at McKinley Carter, is also a Certified Facilitator for The Alternative Board Miami Valley. Dan was co-founder of LifePlan Financial Group and has 37+ years of experience in the financial services industry.

As a Facilitator, Business Advisor, and a mentor, Dan executes The Alternative Board’s mission of helping business owners grow their businesses, increase profitability, and improve their lives by leveraging local business advisory boards, private business coaching and proprietary strategic services.

Dan enjoys bringing business owners together and creating a safe place where they can come and discuss their most pressing issues, opportunities and challenges.

Dan believes having a plan prepares board members for focused execution and allows people to make the necessary adjustments along the way.

LICENSING AND EDUCATION

• CERTIFIED FINANCIAL PLANNER^TM Professional
• Certified Financial Transitionist^TM
• Ziglar Legacy Certified Trainer^TM
• Ziglar Master Coach^TM
• Bachelor of Arts in Accounting and Business Administration Anderson University

ACCOMPLISHMENTS AND HONORS

Dan co-authored the eBook Change Your Advisor, Change Your Life with Ty Phillippi, which was released in 2014. In 1998, he received his General Securities Principal Registration. Dan is a member of The Sudden Money Institute.

COMMUNITY INVOLVEMENT

Dan is a past president of the Dayton Trust & Estate Planning Group, and has also served on the local American Cancer Society Board.

Rick Hartley, bio for TAB Miami Valley website

Rick Hartley, Owner and Managing Director of Supporting Strategies | Dayton, OH, serves as a Certified Facilitator for TAB Miami Valley. Rick is a trusted advisor with more than 20 years of business ownership experience in three successful start-up companies. He enjoys helping owners and leaders improve and grow their companies.

Areas of focus for Rick have included Accounting & Finance, Sales & Marketing, Human Resources, Legal Agreements/Contracts, Strategic Planning & Corporate Structure, and Organizational Leadership & Management. He has authored business plans and been involved in numerous merger and acquisition opportunities.

As a facilitator and coach, Rick can help business owners/leaders:
understand financials and use them for their advantage.
cut costs and expenses through continuous improvement.
protect the business with accounting systems and legal understanding.
discern people-related decisions.

Rick has a BA in Economics Management from Ohio Wesleyan University and MDiv from Grace Theological Seminary. He enjoys spending time with his wife, Jamie, and their three young adult children.