Introductory Call - Erin - Elliot - Opi-compressed

Cynhadledd

• Speaker 1 0:00
• Speaker 2 0:08
• Speaker 3 46:17

1. 0:00

   Pennawd 1: told me they're yep okay we're good we're good yeah perfect um do you want me to start over with anything yeah please if you don't mind um uh from the point where uh buying over the um the uh old owners and the vision moving forward if you don't mind please yeah okay so um As I was talking about there, we've both, my partner and I, Dan, have been involved in the company for 16, 17, 18 years, something like that. 300s · Speaker 1

   told me they're yep okay we're good we're good yeah perfect um do you want me to start over with anything yeah please if you don't mind um uh from the point where uh buying over the um the uh old owners and the vision moving forward if you …

2. 5:00

   Pennawd 2: started it with and we've been taking it over and running it ever since so that's kind of a long history but uh no no this is it's yeah no thank you appreciate the openness yeah you um you've um yeah that i certainly do appreciate it you certainly have given me a great picture um of and one thing i must say that um Elliot, again, there's an intro page that we had, we call it a one -pager that we had worked with, Maddy. 299s · Speaker 2

   started it with and we've been taking it over and running it ever since so that's kind of a long history but uh no no this is it's yeah no thank you appreciate the openness yeah you um you've um yeah that i certainly do appreciate it you ce…

3. 10:00

   Pennawd 3: Or our ethics just haven't aligned with, you know, the individuals we're chatting with kind of thing. 299s · Speaker 2

   Or our ethics just haven't aligned with, you know, the individuals we're chatting with kind of thing. And we've had to let those go as hard as that may be. So I can definitely relate to the importance of even the affiliations being true to …

4. 15:00

   Pennawd 4: It's not just about the what, it's about the why for me. 95s · Speaker 1

   It's not just about the what, it's about the why for me. And so I'm interested in figuring out how things gel. I am also, it's been interesting when partnering with Elliot, just seeing how we kind of complement each other from, just give me…

5. 16:35

   Pennawd 5: you know, leading the team, satisfying clients, solving problems. 299s · Speaker 2

   you know, leading the team, satisfying clients, solving problems. So that gives me joy. But then there's also understanding the why and the how. And then where I was going was about the vision. Elliot and I compliment each other. We kind of…

6. 21:36

   Pennawd 6: I've, I've seen, I've spoken to business owners who are happy about the fact that, you know, they've got 100 accounts, client accounts, but hey, maybe it's just 15 of those that are active. 301s · Speaker 1

   I've, I've seen, I've spoken to business owners who are happy about the fact that, you know, they've got 100 accounts, client accounts, but hey, maybe it's just 15 of those that are active. You talked about keeping the community small. But,…

7. 26:37

   Pennawd 7: learn the market, learn the clients, learn the culture, learn all of that. 135s · Speaker 1

   learn the market, learn the clients, learn the culture, learn all of that. And then after a period of learning, that's when and during that time in observing and soaking things up, then ideas could come up to say, hey, you know. What's it g…

8. 28:54

   Pennawd 8: Yeah, that gives a really good picture. 173s · Speaker 2

   Yeah, that gives a really good picture. And again, while you were laughing at some of the things I said that you're like, oh, this plays very well into your guys' strengths, say the digital transformation that I was talking about. You menti…

9. 31:47

   Pennawd 9: up for failure yeah yeah yeah you don't want to do that We are very fortunate that the majority of the people, we have about 30 people that work for us, they have been with us for most of them, probably over 10 years. 301s · Speaker 1

   up for failure yeah yeah yeah you don't want to do that We are very fortunate that the majority of the people, we have about 30 people that work for us, they have been with us for most of them, probably over 10 years. We have a lot of long …

10. 36:49

    Pennawd 10: um and then based on that we can um look at something you so you live in sylvan lake yes yeah okay OK, got it. 301s · Speaker 1

    um and then based on that we can um look at something you so you live in sylvan lake yes yeah okay OK, got it. Yeah. And so, I mean, we could meet up if you want us to meet up in Calgary, in Red Deer. Just let me know what works for you. An…

11. 41:51

    Pennawd 11: I'm glad you that was that was going to be my own question when I said you go first so so here's the thing Erin um it's all depends on the books do we have an idea I'll tell you this what the it's it's interesting um In our journey, I've been on this journey now for two years and I've learned quite a few things. 266s · Speaker 1

    I'm glad you that was that was going to be my own question when I said you go first so so here's the thing Erin um it's all depends on the books do we have an idea I'll tell you this what the it's it's interesting um In our journey, I've be…

12. 46:17

    Pennawd 12: Okay. Yeah. 286s · Speaker 3

    Okay. Yeah. And again, we haven't really thought about this that much so i don't even know at this point i'm sure obviously we've got corporate accountants who've been working with us for years so they can probably help us figure out what w…