Experts, advocates, advisors. Many hats – One Objective: To Help You Thrive, not Survive.

Patricia Asp. Corporate Strategic Planning

25+ years Service Master Sr. Executive served as SBU President, Lead Corporate Strategic Planning, Human Resources, and the global Six Sigma implementation. During her tenure ServiceMaster was, a $7B global Fortune 500 Company with 5000 locations, named one of the most respected companies in the world
CEO and Board Member in several multi-million-dollar owner and private equity companies

Experience in scaling companies in wide range of sectors including healthcare, education, consumer services, +more

Patricia discusses Codified Wisdom and How it Helps your business Thrive, not Survive

Randy Johnson. Top 100 Accountant- Hall of Fame Advisor

Nationally recognized advisor with 40+ years experience in strategic technology planning

Top 100 most influential people in the Accounting Industry 18 consecutive years

Accounting Technology – Top 9 technology stars in the industry
CPA practice advisor hall of fame

Taylor Macdonald.

25+ years expertise in building channels in software industry

  • Top 50 channel champion – Top channel executive CRN-VAR Business
  • Sr. Executive Channel Sales with Intacct (acquired by Sage 850M 2017)
  • Helped grow Intacct revenue from 8M to 120M at time of acquisition

Cliff Currie

Startup & Incubator specialist in 30+ start-ups since 2000

  • Datallegro Executive Team Member-completed successful acquisition by MSFT (270M)
  • Board & Channel Executive successfully developed multi-million $ partnerships with GE,
  • Chevron, Accenture
  • Co-Founded startup incubator in collaboration with Nationwide Insurance
  • Top 50 channel champion – Top channel executive CRN-VAR Business
  • Sr. Executive Channel Sales with Intacct (acquired by Sage 850M 2017)
  • Helped grow Intacct revenue from 8M to 120M at time of acquisition

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Larry King, CPA CGMA

Larry King is a proven and effective Board Director, strategic leader, serial entrepreneur and business builder with over 30 years of extensive experience assisting companies with growth and complex transactions. He is considered a highly effective client facing executive, active in finance and accounting, marketing, business development and brand building.

Larry founded and grew KBA Group, LLP into the largest Dallas based CPA and Advisory firm with a diversified menu of services and led the firm’s strategic growth, both organic and through acquisition. Larry initiated and constructed the firm’s merger with the tenth largest national CPA firm and served as the Dallas office Managing Partner post-merger. He later transitioned to the role of South Region Leader of the Transaction Services Group before taking early retirement from the firm in 2015. Throughout his career, he has assisted clients with business strategy, transactions including IPOs, reverse mergers, and mergers and acquisitions from both the buy side and sell side.

Larry currently serves on the Advisory Board at WhamTech, Inc., an early stage privately held SaaS technology company in Dallas, TX (he also served as the CFO and COO from 2015 to 2021); on the Advisory Board for Amegy Bank-Dallas; on the Advisory Board for BlockQAI, LLC, focused on the enterprise adoption of blockchain, artificial intelligence and quantum technologies. Larry has served as a Lead Director, Audit Committee Chair, and member of the Compensation Committee and the Nominating & Governance Committee for a public company and as a Board member for a number of private companies and on the Advisory Council to the Board (President 2016/2017; Executive Committee 2015-2018) for Association for Corporate Growth (ACG) DFW. He is also a co-founder of the Dallas-Fort Worth Chapter of Private Directors Association.

Larry was awarded the Constantine “Connie” Konstans Award for Excellence in Corporate Governance in 2023, Texas Society of CPAs Lone Star Pathfinder Award in 2000, Larry is also an alumnus of the Dallas Regional Chamber of Commerce Leadership Dallas Class of 2011.

Larry is a graduate of Babson College, Wellesley, Massachusetts with a BS in Accounting and Operations Research graduating Beta Gamma. He is a Certified Public Accountant and a Chartered Global Management Accountant through the American Institute of CPAs, has the Certificate in Private Company Governance, and has completed the Private Equity Company Governance Course and the ESOP Governance Essentials Course offered through Private Directors Association. Private Directors Association; and Financial Executives International.

Van Sheets. Manufacturing

CEO and Vice-chairman for 14 years of CII Carbon grew 8x and became the world’s largest company in its petrochemical niche. Chairman and CEO of Yamas Controls (now part of www.Schneider-Electric.US) for seven years as it grew to be the largest independent building automation contractor in North America. President of a division of NYSE-traded Lone Star Steel (now part of Have managed business activities or partnerships in over 25 states and 19 countries and founded two startups, in building energy management

Randy discusses Codified Wisdom and How it Helps your business Thrive, not Survive

Bob Wright. Legal

Thirty-eight years ago, Bob began his legal career at Jenkens & Gilchrist, P.C., where he specialized in leveraged buyouts, M&A, and bank regulatory law. In 2000, Bob began a run as General Counsel for three software companies – two public and one private – directing their worldwide legal affairs and, ultimately, their sale. In between versions, Bob played games – as in organized, built, ran, and sold three computer game companies