Each week on “Around Town,” our host, Tom Reber, talks to members of the First Coast community who are making an impact in their part of town. Today, Tom speaks with Joshua Whitley of FLEXEC Advisory, LLC
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Transcript:
Speaker 1
Hi everyone. I’m your host, Tom Reber on Around Town with Tom, and we have a fantastic guest. His name is Josua Whitley, of FLEXEC Advisory LLC. Josh, welcome to the show.
Speaker 2
Hey, thanks for having me down.
Speaker 1
Well, fantastic. So tell us about FLEXEC Advisory LLC and how you got started.
Speaker 2
So FLEXEC Advisory LLC is, I handle fractional, executive, consulting, so flexible. Contract fractional CIO, CTO, CIO, just depending on what the client needs. We kind of run the gamut on a multitude of services, ranging from, you know, data to change management to security to AI consulting. Just really depends on, the customer’s needs, what they’re trying to achieve.
Speaker 2
What kind of timeframe and you know, what level of assistance they have. So, we we’re a pretty open book as far as all the things that we can offer. And they’re very flexible and hence the reason flexible executive for flex. Advisory.
Speaker 1
So so I can basically have a need, for my company to bring in an executive to solve a certain crisis for a certain amount of time, and then I don’t have to keep them on my books anymore.
Speaker 2
Correct. Exactly. So whenever you become more of a, you know, time based project, you already know what kind of budget you’re set for, so you can come get it knocked out and head out.
Speaker 1
One of the first things that come to mind is when you do, company acquisition, where you need a team to come in and do certain things to do. Look at the books, investigate, the leadership team and and acquire that company. That sounds like to me, that could be one of your sweet spots.
Speaker 2
Yeah. That’s actually, a perfect example. We handle anything for, like, SoC audits and just to be able to make sure you’re prepared for that. If you’re doing a merger and acquisition, we can check your, technology stack or processes, for operations and how they, work, you know, currently to see. Are you ready or is everything disclosed?
Speaker 2
Are there any gotchas there that we need to pick out before you either buy, acquire or something, or you’re trying to sell something?
Speaker 1
Wow. Oh, man. This is so you can actually take this almost kind of cradle to grave based on what the needs are of of your company. Like, for example, you have a company that’s transitioning from a small company to a big company. You can have your folks come in and say, this is, help you with developing the roadmap to get you where you have all systems in place and then step back and, and then put their leadership in place.
Speaker 2
Right. And that’s actually we also can help with training and education for like lower level, leaders that want to get to that next level, to be able to be prepared for that kind of move or, you know, trying to best practices in the, in the market based on what you’re where you’re trying to be. So we can help with the training and education for it, too, with the intent being that when I leave, you are taking what we have and learning and building from that.
Speaker 2
So you don’t have to keep us on the books for even longer.
Speaker 1
That, and that’s so important because most companies that are evolving and growing, that’s not in their, ownership manual to take it from a mom and pop shop to a full shop that runs accounting, runs all the silos to make sure that that company is in a position to really grow.
Speaker 2
Right, exactly.
Speaker 1
Tell me about some of the success stories you’ve had. Josh.
Speaker 2
So I will say that, you know, obviously I can’t speak out on client name, just, for protecting the innocent and NDAs and all that, but, you know, we have come in and created, just most recently, a cybersecurity portfolio management practice, that helps with, better alignment. With how you track your work and how you can report on your work.
Speaker 2
We built dashboards or how to track everything that’s falling behind, for the pipeline management of the work. The, you know, went from a, start to finish on improving and standardizing operations from the infrastructure standpoint for creating, gold images and things like that, so that you can just say copy and paste from that point on.
Speaker 2
So it’s it’s, you know, now getting to detailed it, it’s been a pretty great ride over the past year, with a lot of the work we’ve done with our clients.
Speaker 1
Josh, it’s so critical when you can sit there and map out success for somebody because most people, including myself, are visual learners, and it’s hard because, you know, we’ve only have the experience of running the company based on the old school of way of doing it. When you morph into becoming a, business of substance, having the systems and procedures that you’re going to give them.
Speaker 1
Again, that’s not in the in the ownership manual, but more importantly, put them in a position where they could potentially sell the company for, 2 to 5 X compared to what they could before.
Speaker 2
Right. And I will say that with the market being what it is, and I coming in and, you know, not trying to use it as a, a buzzword, but, it is streamlining a lot of the things that you would have your more entry level people doing at one time, they can expedite that, you know, tenfold and get a lot more work out the door to a lot more output and make it a lot easier things a lot more efficient.
Speaker 2
So, you know, it’s really helping with building AI frameworks on how we can take this size company, shrink it down to make it more affordable, and then for mergers and acquisitions. So that’s it’s been a, a helpful and market changer, over the bad just the past year.
Speaker 1
In my, background, I’ve come up with a phrase called people process technology in that order, bring synergy. And it always kind of starts with the people supported by the process. And you’ve mentioned A.I. many times. That’s the that’s the technology piece that brings to ten X, removes the velocity array, improves the velocity and takes the friction out of the process, but brings the sparkle to the people so they can tell what they do.
Speaker 1
It sounds like to me, you guys are the total package.
Speaker 2
Right? And that’s, you know, people process and technology. I’ve used that for decades. And frameworks, strategies. Then turn it into your 3 to 5 pillar, strategy as the next level down. So, you know, same same concept. Yeah.
Speaker 1
Wow. As we kind of wind down. Josh, what is the number one thing? You know, when we reach out to you guys, how do you kind of structure framework the relationship?
Speaker 2
So I’m more of a servant leadership people first. So it’s really trying to make sure you have a bespoke, solution for what you need. You know, it’s it’s been technology is always going to be there, able to be in some shape, different shape or form. But it’s really about how you interact with the people and, make sure that everybody’s on the same page and working together seamlessly to make that solution that you bring form successful.
Speaker 2
So it’s less about the technology and more about the relationship.
Speaker 1
100%. Coach. We can all build technology to your point, but it’s only good is is as much as the people use it. Right. And putting it into place to bring and take the friction out and improve the velocity. Streamline, utilize it. You’ve been a fantastic guest today. Thank you so much. We look forward to having you back again soon.
Speaker 1
Guys, if you’d like to learn a lot more about flex X advisory, go to Daily News network.com. Thank you all. Cheers.
