Executive Officer: Clark Atwood
Primary Business: Master agent
Company Acquired: JB Telecom Consultants Telecom LLC
Transaction Date: April 1, 2010
What was the reason for the transaction?
We wanted to tap additional executive management to help run business functions.
What is the status of the integration?
Completed. Jana Beck is still an executive with the company. Her employee, Barbara Rode, is also still with the company.
How did you integrate this purchase, with an eye toward transformation, without jeopardizing your current business model?
Jana brought many ideas to the table. She continues to streamline internal processes and focus on back-office system enhancements. Barbara was moved from sales support to client escalation management. She has done a great job on putting out fires that seem to occur in our industry.
What challenges did you face?
The business challenges are almost always understanding what things will look like in the future. We could have done a better job modeling some of the business aspects.
What benefits have you realized?
We were able to take Jana from being a producing agent to being a part owner and a manager of the company. She brought (and continues to bring) a wealth of knowledge, experience, ideas, energy and "can-do" attitude. It was one of the best decisions made in the past decade in our company. Barbara did a great job helping transition the client base and has done an excellent job in her new role. This has allowed us to expand the value to our account managers, agents and clients.
