family - Ellington

Transcription

family - Ellington

CONTINUING EDUCATION
FAMILY BUSINESS FORUM
Present
FamilyOwned &
Closely-Held
Business
Awards 2009
Recognizing the
accomplishments of
San Diego County’s
family-owned and
closely-held businesses.
Diamond Sponsors:
A2 • December 21, 2009 • FAMILY-OWNED & CLOSELY-HELD BUSINESS AWARDS A SUPPLEMENT TO THE SAN DIEGO BUSINESS JOURNAL
All across San Diego,
one bank is
proud to serve you.
That’s
U. S. Bank is one of the strongest banks in San Diego. Our strengths have never been more aligned with the needs of our nation. Our stability makes us even
more qualified to serve you. We are well capitalized, ready to lend and poised to help every customer – from coast to coast – come through these extraordinary
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This is as much a point of pride as a point of distinction. We are, and will continue to be, a strong stable bank positioned for long-term growth while serving
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Our prudent approach to banking has made us an industry leader in capital generation. Our loan growth and deposit growth are reflective of our strategic
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As our nation recovers, we will use that strength to make our country stronger too. And we are here to make sure all your financial dreams take flight.
Congratulations to all the winners of the 2009 San Diego Business Journal's Family-Owned and Closely-Held Business Awards
usbank.com
Member FDIC
A SUPPLEMENT TO THE SAN DIEGO BUSINESS JOURNAL
December 21, 2009 • FAMILY-OWNED & CLOSELY-HELD BUSINESS AWARDS • A3
Letter From the Publishers
A
 
 ’
Welcome to the San Diego Business Journal’s publication celebrating and recognizing San Diego’s family-owned and closely-held businesses. We are
proud to partner with the University of San Diego’s Family Business Forum and San Diego State University’s Entrepreneurial Management Center, as
well as co-sponsors Duane Morris; ESET LLC; MassMutual Financial Group, locally represented by The Pollakov Financial Group Inc.; and U.S. Bank, to
honor and promote outstanding family-owned firms in our region.
The Family-Owned & Closely-Held Business Awards honor those businesses with familial ties, as well as those
having three or less individuals who own 50 percent or more of the business. Included in this supplement are the
four businesses receiving special awards – Duane Morris Entrepreneurial Award, ESET Technology Innovation
Award, MassMutual Generation's Cup Award and U.S. Bank Founders Award – nine honorees and 37 finalists, broken down into large, medium and small categories.
The Family-Owned & Closely-Held Business Awards and educational programs, such as the University of San
Diego’s Family Business Forum and San Diego State University’s Entrepreneurial Management Center, benefit
Reo Carr
Armon Mills
the prosperity of family businesses. Meeting with other family-owned and closely-held businesses, discussing and
B:10 in
learning the trials and tribulations of other families and learning from local business
experts is instrumental to helping these businesses push through
T:10 in
struggles and into stability and, ultimately, success.
B:10 in
The Business Journal extends its thanks to Charles T:10
Wax,
CEO of WAXIE Sanitary Supply, for providing the Dec. 17 event with a keynote address. We
in
thank Mr. Wax for sharing his experiences and expertise with our local family-owned and closely-held businesses.
Congratulations to each of the award winners, honorees and finalists!
Thank you,
Armon Mills
President & Publisher
San Diego Business Journal
Reo Carr
Editor-in-Chief
&
Associate
Publisher

San Diego Business Journal
A 
   
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 ’  .
   
 ’  .
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It’s experience
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JOE TORRE, MANAGER
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know they can rely on J.H. Cohn’s experienced
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and accounting professionals to help
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tax, audit, and accounting professionals to help
them meet uncertain times. It’s why I won’t face a
new management challenge without J.H. Cohn.
Call 1-858Call 1-858-535-2000 or visit www.jhcohn.com
Offices
California,
New
York, Connecticut,
Offices in in
California,
New York,
Connecticut,
and New Jersey and New Jersey
Member of Nexia International, a worldwide network
of independent accounting and consulting firms.
Member of Nexia International, a worldwide network
For more information, please contact
Call 1-858-535-2000 or visit www.jhcohn.com
Offices in New York, California, Connecticut,
and McKnight
New Jersey
Wade
Office Managing
Member of Nexia International, a worldwide
network Partner
of independent accounting and consulting
firms. Road, Suite 235, San Diego, CA 92123
4180 Ruffin
858-300-3423
www.jhcohn.com
accounting and consulting firms.
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Duane Morris
Entrepreneurial Award
ESET Technology
Innovation Award
MassMutual
Generation’s Cup Award
Family-Owned & Closely-Held Business Awards
KES Inc.
Technology
Integration Group
WAXIE Sanitary Supply
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KES Inc. was founded by John S. Yi and Sookyoung Yi in
1994, and today it has 120 employees and locations in San
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Diego, Reston, Va., and
Las Vegas. The Yis are first-generation Korean-American immigrants who came to the United
States during high school without being able to speak a
word of English. After completing high school, college and
graduate school, as well as having successful careers in
the information technology industry, John and Sookyoung
bootstrap-financed and founded KES Inc. in 1995. The
company was identified as a fastest-growing company by the
San Diego Business Journal in 1999, a Fast50 Tech Company
by Deloitte LLC every year from 2003 to 2008 and an Inc.
5000 company by Inc. magazine. The business has brought
the Yi family close together by clearly communicating roles
and responsibilities. The family’s dedication to treating each
other with respect and care has helped shape the culture
of the corporation.
The Yis are involved in their community church, serving the needy within their community. The family and the
company regularly volunteer and donate to local homeless
shelters, the Make-A-Wish Foundation, Susan G. Komen for
the Cure and more.
John S. Yi
GY`[\G
There are currently
two generations of Geiers working
G[WW|
at Technology Integration Group: Bruce Geier, the founder,
president and CEO; his wife, Angela, who manages B2B Web
site integration; his son, Mark, who works in the marketing
department; and his other son, Kenji, who works in the
warehouse. Geier’s late father also worked at the company. It
is through Geier’s vision, hard work and daily management
that TIG is able to report that it has been profitable every
year since its founding in 1981. While many companies in
the computer technology business have come and gone
since the ’80s, TIG is stronger today than it has ever been.
Geier has created an organic organization that promotes
employee empowerment and recognizes and rewards successful employees in all areas of the company. He has also
created a learning environment at the company through
internal and external training, giving employees the ability
and opportunity to keep up with the evolving technology that
is a daily part of the technology provider business.
With two charity golf tournaments held every year for
the past 14 years, TIG has supported organizations such as
Loma Linda Children’s Hospital, the Alzheimer’s Foundation,
the Juvenile Diabetes Foundation and more. In the past year,
TIG’s tournaments benefited MSD China, which is working to bring economic stability to the 55 ethnic minority
groups which account for 46 percent of the national total
of extreme poor in China. TIG also sponsors Humphrey’s
summer concert series in San Diego.
Bruce Geier
The story of WAXIE Sanitary Supply begins with two brothers
from Utah, Harry and Morris Wax. In 1945, Harry purchased
a small business, San Diego Janitor Supply and Chemical Co.
Morris, the younger brother, moved to San Diego in 1946 to
join Harry in the new venture. The company had a rough start,
and acquiring supplies right after the war was difficult. The
company survived by selling the basics – brooms, mops, floor
wax and cleaners. In the 1950s and 1960s, the company grew
by establishing a stable customer base throughout San Diego
County, with only five trucks. Today, the firm’s fleet consists
of more than 125 delivery trucks, tractor trailers and service
vehicles. In 1962, the company expanded its service territory to
include all of Southern California by acquiring the Kleen-Line
Corp. Since its founding, the company has grown at an annual
compounded rate of growth in excess of 12 percent per year. In
1986, Charles Wax began overseeing all company operations.
WAXIE has more than 800 employees and is owned by Charles,
David Wax and other family members.
All divisions have been involved in doing dozens of local community and charitable events. In San Diego, the company has
been involved with the USO, Navy League, Sidney Kimmel Cancer
Center, Burnham Cancer Center, Sharp Hospital, San Diego Food
Bank, San Diego Hall of Champions and numerous others. WAXIE
has supported the American Cancer Society’s Making Strides
Against Breast Cancer the past three years, and in 2009, Team
WAXIE consisted of 70 walkers and was a major sponsor.
Charles Wax
© 2009 ESET, LLC. All rights reserved. Trademarks used herein are trademarks or registered trademarks
of ESET, LLC. All other names and brands are registered trademarks of their respective companies.
ESET congratulates
all Family Owned and
Closely Held Business
finalists and nominees.
The faster, lighter PC protection
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to disarm threats before they strike, it maintains high performance levels, while
being easy on your system resources.
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6'%-B)DPLO\2ZQHG%L]]B$'[LQGG
30
A6 • December 21, 2009 • FAMILY-OWNED & CLOSELY-HELD BUSINESS AWARDS U.S. Bank
Founders Award
Large
Family-Owned & Closely-Held Business Honoree
Large
Brigantine Family of
Restaurants
Outsource Manufacturing
Ted Fogliani, president and CEO of Outsource Manufacturing,
founded the company in 1997, after spending several years working
in the electronics industry. His brother, Christian, chief financial
officer and general counsel, joined the company in 2003, after
receiving his J.D. and his M.B.A. and working in Silicon Valley. But
the entrepreneurial spirit of these two brothers can be traced back to
their grandfathers who found their own success as business owners.
Ted and Christian’s father is also an entrepreneur. While working for
the phone company and raising three kids, he went to law school at
night, and eventually, after adding two more kids to the family, set
out to open his own law firm in Pasadena. The road was not always
easy for them and they experienced their share of business downturns, but they had a work ethic that would prove to be invaluable
to their success and more importantly, serve as an example to Ted
and Christian. They can look back on two generations of successful
family-owned businesses, and know that they have it within them to
create the same success. Ted and Christian have a thriving business
in one of the toughest industries, during one of the toughest times
the United States has seen in some time.
Outsource has actively donated its time and money to several
worthwhile and deserving charitable organizations in San Diego,
including the Crohn’s & Colitis Foundation of America, Lymphoma
Research Foundation,Challenged Athletes Foundation,The Old Globe,
Notre Dame Academy and the San Diego Police Foundation. Ted currently sits on the board of the San Diego Police Foundation.
Ted Fogliani
The first Brigantine Restaurant was opened by husband-andwife team Michael Morton Sr. and Barbara Morton on Shelter
Island in 1969. Today, the Brigantine Family of Restaurants has
between 1,000 and 1,200 employees, depending on the season,
and includes five distinct concepts and 14 locations – all within
San Diego County. There are currently six Morton family members
involved in the company: Michael Sr., chairman of the board;
Barbara, vice president; Michael Jr., president and CEO; Mark,
regional general manager; Matthew, director of restaurant development; and Tori Curtis, retail purchasing manager. Having
family involved in the business has always been beneficial. The
vested interest of the Morton family members is the main reason
the company survived in the beginning, and one of the chief
components in why the Brigantine Family of Restaurants is still
in business today. Presently, having different family members
involved in a variety of aspects of the business helps to keep an
owner’s hand in almost everything the company does, and it helps
keep family members in constant communication with each other.
The Morton family and The Brigantine Family of Restaurants
have supported many charities over the past 40 years, hosting golf
tournaments to benefit the San Diego Burn Institute, participating
in multiple charity food and wine tasting events every year, creating and hosting a several-week “Barrels About Town” promotion
and silent auction to benefit St. Madeleine Sophie’s Center, having
in-restaurant fundraisers benefiting local schools and other community nonprofits, and much, much more.
The Morton family
Southwest Traders Inc.
Ken Smith is the CEO and co-founder of Southwest Traders Inc.,
a food service distribution company. The company specializes in
providing distribution solutions to quick-service restaurant operators. Smith began his business career in the summer of 1976, as a
one-van operation delivering natural foods and fresh juices to customers in North San Diego County. Today, Southwest Traders boasts
seven warehouse facilities in four states, capable of handling four
temperature zones, providing coverage to 17 western states, carrying
3,500 different products and employing more than 690 full-time
positions. Southwest Traders services nearly 4,500 customer locations, including Starbucks, Jamba Juice, Baskin Robbins, Church’s
Chicken, Popeye’s Chicken, Cinnabon, Costco, Golden Spoon, Juice
It Up!, TCBY and many others.
The Smith family and Southwest Traders are involved with the
community in a variety of capacities, including initiating, planning,
financing and building the John Blanche Memorial Soccer Complex,
home of Southwest Soccer Club/Arsenal. They also founded the
Southwest Soccer Club and are involved with the Arsenal Soccer
Club, Temecula Valley High School wrestling program and other
high school sports programs in Temecula Valley, Cal Poly San Luis
Obispo College wrestling and soccer programs, Cal Poly San Luis
Obispo Sports Council, Executive Forum, EDC of Southwest California, EMC Business Forum, TEC, Reins Program, Susan G. Komen
for the Cure and Toys for Tots.
The Smith family
W H AT I S T H E S I G N O F A G O O D D E C I S I O N ?
It’s having the vision to build a successful
business. And the foresight to protect it.
You’ve worked hard to get where you are today. So you deserve life insurance that will work as hard
to protect your future. A whole life policy from MassMutual can provide guarantees for you and your
business by providing protection against the financial consequences of unforeseen events  like the
death of a key employee, or challenging economic times. As your policy builds cash value, you can
borrow from it to pay for unexpected expenses.1 And when you choose whole life from MassMutual,
you’re choosing a company that has some of the highest financial strength ratings of any company
in any industry.2 One that answers to its members and participating policyholders  not to
Wall Street.3 So you can feel confident you’ve made a good decision. For you and your business.
William Pollakov, General Agent
CA Insurance License #0498028
Regents Square
4275 Executive Square
Suite 400
La Jolla, CA 92037
858-558-7000
To see if whole life is a good decision for you, contact a local MassMutual representative or visit MassMutual.com
ΛΙΦ ΙΝΣΥΡΑΝΧ + ΡΤΙΡΜΝΤ/401(Κ) ΠΛΑΝ ΣΡςΙΧΣ + ∆ΙΣΑΒΙΛΙΤΨ ΙΝΧΟΜ ΙΝΣΥΡΑΝΧ + ΛΟΝΓ ΤΡΜ ΧΑΡ ΙΝΣΥΡΑΝΧ + ΑΝΝΥΙΤΙΣ
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A8 • December 21, 2009 • FAMILY-OWNED & CLOSELY-HELD BUSINESS AWARDS Large
Medium
Medium
Breaking New Ground Since 1905.
T.B. Penick & Sons Inc.
Four generations of Penicks have been at the helm of T.B.
Penick & Sons Inc. since it was founded in 1905. The company
has played a major role in the construction of projects that have
shaped the landscape of San Diego. T.B. Penick has contributed to
city landmarks such as SeaWorld, Balboa Park and the San Diego
Convention Center, as well as more than 4,000 other recreational,
religious, educational, military and civic structures. The company
has grown from a local firm to an industry leader with a national
presence and an international client base. In addition, the company
has two subsidiaries, Convergent Design Build and Triton Structural
Concrete. Penick family principles of commitment, accountability,
integrity and responsibility permeate every bid, design, plan, contract, work site and project that the company undertakes. Company
responsibilities are divided between Marc Penick, CEO and head
of the general contracts division, and Tim Penick, president, who
also oversees both the structural and innovative concrete system
divisions.
T.B. Penick is deeply involved in the Association of General
Contractors. Tim is on the board of directors and serves on the
political action committee and the Build & Serve charitable group.
Marc chairs the Navy liaison committee and works with the MentorProtégé Program. Several other key TBP executives and managers
head up or strongly contribute to important committees. The firm
has contributed time and money to important local charities such
as Nativity Prep School, St. Therese Catholic Parish, International
Relief Teams, Cystic Fibrosis Foundation and others.
Tim (left) and Marc Penick
Easy-Turf Inc.
Cart Mart Inc.
Cart Mart Inc., with 40 full-time employees, is Southern
California’s leading golf, transportation and industrial vehicle
distributor. It specializes in sales, service, parts and rentals of all
major brands. Three generations of family members have worked
at Cart Mart since its inception. Ben Bellman, chairman, and
Brian Rott, president, are the only ones currently active in the
business. Cart Mart began in 1959 as a one-man operation in El
Paso, Texas. Bellman, 41 at the time, left his family business – a
successful department store in Safford, Ariz. – to pursue a love of
golf by selling golf cars. Bellman opened Southwest Marketeer in
1959, and in 1972, moved his business to San Marcos. In 2008,
Cart Mart made two acquisitions that have spurred growth in
its parts and service departments. The first was of two Web sites,
taylordunnparts.com and aevcenter.com. With an existing infrastructure and customers in the industry, both taylordunnparts and
aevcenter have helped boost part sales by 35 percent. The second
was a golf cart servicing company, Michaels Cart Maintenance. In
2009, Cart Mart acquired Escondido-based Pacific Golf Cars. The
company has seen double-digit growth over the past five years,
with an increase of more than 385 percent since 2000.
Cart Mart makes a big effort to give back to the community
with its support of Make-A-Wish Foundation events, Susan G.
Komen for the Cure, the Better Business Bureau, United Jewish
Federation, March of Dimes, Humane Society, National MS Society
and American Heart Association, to name a few.
Ben Bellman and Brian Rott
Easy-Turf Inc. was founded in 2000 and was purchased by David
Hartman, president and CEO, and his wife, Patricia, executive vice
president, in February 2002. The Hartmans first learned about
EasyTurf after they hired the company to install synthetic grass in
their front yard. They liked the quality of EasyTurf’s products and
enjoyed the customer service experience so much that they decided
to purchase the company with the goal of growing it into Southern
California’s leading synthetic turf provider. The company currently
has 49 full-time employees and has been Southern California’s
exclusive FieldTurf dealer for more than nine years. The company
has an impressive portfolio of installations, including SeaWorld,
Legoland, Petco Park, San Diego Zoo, San Diego Humane Society,
Camp Pendleton and more than 5,000 homes.
In addition to remaining steadfast business owners, David and
Patricia have also contributed much of their time and financial
resources to many philanthropic endeavors benefiting children
and animal charities throughout Southern California. They are
both active members of St. Mary’s Church in Escondido and have
been for more than 18 years, volunteering more than 1,000 hours
to church-related community events and charities. As animal
lovers, they have volunteered more than 700 hours with the San
Diego Zoological Society in a variety of roles, including working
at fundraisers, private events and as informational partners. In
October, the Hartmans instituted a unique referral program at
EasyTurf that donates money to local charities for any referrals
that result in new customers.
David and Patricia Hartman
Medium
Small
Small
Hilton Campus,
San Diego/Del Mar
During the last five years, the Rauch and Simone families have
worked together and overcome many obstacles – including a building fire that razed one entire property – to build the Hilton Campus,
San Diego/Del Mar. It now includes two hotels, Hilton Garden Inn
and Homewood Suites; a newly opened bar and restaurant, Bistro
39; a deli, NY Garden Deli & Café; and a spa, Serenity Salon and
Spa. Robert and Linda Rauch are incredibly hard working, and
committed to their community. Robert is the general manager of
the Hilton Garden Inn, San Diego/Del Mar, and Linda is the director of marketing for all the entities at the Hilton Campus. Melissa,
their daughter, works at the Serenity Salon and Spa. Joe and Janice
Simone are intensively involved in the finance and retail aspects
of the campus, respectively. Alexandra, their daughter, assists with
and oversees campus maintenance.
The Rauch and Simone families are heavily involved with and
supportive of local schools, including Canyon Crest Academy athletics; charities like Hunger at Home; and religious organizations such
as Beth Am Synagogue. Robert serves on numerous boards and is
the chairman of San Diego North Convention and Visitors Bureau.
He also serves as president of Beth Am Synagogue.
AutoClaims Direct Inc.
Ernie and Peggy Bray have been married for nine years, and
for the past six have been working as partners in their company,
AutoClaims Direct Inc. After working in the corporate world for
many years, they both wanted to create a business built on their
years of experience that they could call their own. With two other
partners, they have launched one of the most successful insurance
claims services firms in the country. Ernie serves as the CEO and
Peggy is on the board of directors and oversees human resources.
With a controlling interest in the firm, Ernie and Peggy work as
a team and help guide the direction of the company. AutoClaims
Direct now employs 18 full-time staff and more than 850 contractors
nationwide. The firm had 178.5 percent growth from 2005 to 2008.
AutoClaims Direct has been built on the idea of making business
family friendly and flexible. While the firm has a portion of its staff
in a traditional office setting, a majority of the team works virtually
from their homes. By maintaining a flexible work schedule, the
staff is allowed to tend to family needs. Technology innovations
have made this possible, and by eliminating a commute, staff can
tend to business quicker and have more time for quality of life.
AutoClaims Direct and the Brays are supporters of many organizations, including Operation Homefront, Special Operations Warrior
Foundation, Challenged Athletes Foundation and the Batiquitos
Lagoon Foundation. AutoClaims Direct is also an active member
of the Carlsbad Chamber of Commerce.
Happy Heinys, a division
of MLB Industries Inc.
Happy Heinys was started in 2001 after the premature birth of
Mike and Linda Byerline’s daughter. Due to chronic lung disease
they switched her to reusable diapers, which decreased her need
for hospitalizations and medications by half. They were unable
to find diapers that fit her so they began making their own. When
they made a few extra and sold them on eBay, they were surprised
to have people bidding up to $200 for single diapers. The Byerlines
soon began selling them in an online store and six months later
began wholesaling them. Their reusable diapers are now in stores
in all 50 states as well as more than 30 countries worldwide. They
have since opened a small natural baby store, Baby Frenzy, where
locals can not only purchase their diapers but also other natural
baby products. The two main principals of the company are Mike
and Linda. Both are highly committed to the company and its
success as well as keeping all of the company within San Diego
and all products manufactured with U.S. goods.
Happy Heinys is very proud of its charitable contributions. As
of January 2009, the company has raised and donated in excess of
$60,000. The Byerlines and Happy Heinys have donated to Autism
Speaks, Guatemala Stove Project, Fistula Foundation, Susan G.
Komen for the Cure, El Cajon Mother Goose Parade, Fletcher Hills
Little League, Mt. Helix Pop Warner, Northmont Elementary and
more. They have also donated and replaced reusable diapers for
those who were affected by the 2003 and 2007 San Diego fires.
The Rauch family
The Simone family
The Bray family
The Byerline family
A10 • December 21, 2009 • FAMILY-OWNED & CLOSELY-HELD BUSINESS AWARDS Small
Family-Owned
& Closely-Held Business
Awards 2009
MPE Consulting Inc.
MPE Consulting Inc. was started in March 2000 by its owners, Malena and Randy Minnier. As the daughter of immigrants,
Malena was surrounded by family members launching their own
business enterprises to participate in the American economic
marketplace. Malena’s own career path found her in the midst of
small businesses and therefore allowed for the diversity to work
in the realms of marketing, business procurement, sustaining
client relationships, human resources, record keeping and more.
In 2000, she approached her husband, Randy, about launching
their own family business venture. His skills for project design
and engineering would be the product that they would market.
Malena would build and run the business. MPE Consulting was
introduced to the marketplace as an electrical engineering firm,
specializing in detailed and thorough construction documents
and specification for complex projects. Now with 12 employees,
the company provides exceptional service for biotechnical, electronic manufacturing, computer and data centers, industrial and
manufacturing facilities, and corporate offices.
MPE Consulting endeavors to afford opportunities to those
who might not otherwise be looked upon for positions within
the field due to limited experience. Additionally, MPE Consulting
supports Children’s Hospital, Ronald McDonald House, ReNUH,
California Narcotic Officers’ Association, Association of Builders
and Contractors, California Professional Firefighters, Heart to
Heart International, local youth programs, YMCA, Boys and Girls
Club, American Red Cross, MDA, San Diego Food Bank, March
of Dimes, Breast Cancer 3-Day Walk, CFF and local religious
organizations.
Randy Minnier
Recognizing the accomplishments of San Diego
County’s family-owned and closely-held businesses.
Finalists
Ace Relocation Systems Inc.
Large Family-Owned & Closely-Held Business Finalist
Reg Lammers relocated his family from Minnesota to take a job as general manager of a San Diego moving and storage company,
founded in 1968. Shortly after the move, Lammers officially purchased the San Diego moving company and another one in Long Beach.
In 1993, the company name was changed to Ace Relocation Systems Inc. Today, Ace is a family-owned and operated business with eight
office and warehouse locations strategically placed throughout the country. Ace executes about 14,000 domestic and international moves
per year for individuals, families or businesses. Approximately 25 percent of the San Diego branch’s revenue comes from relocating U.S
military. Until his passing last year, Lammers was an active member of the organization and held a seat on the Atlas Van Lines board of
directors. Lammers’ son, Larry, was named president in 2002, and his younger son, Dan, currently works out of the San Diego corporate
office as vice president of operations.
Ace’s commitment to the San Diego community expands every year. For the past 13 years, the company has provided transportation
of bikes for all the cyclists that participate in the MS 100 Bay to Bay Bike Tour. Each year, Ace makes charitable donations to schools,
organizations and the military community.
Girard
Securities Inc.
INDUS
Technology Inc.
Large Family-Owned &
Closely-Held Business Finalist
Girard Securities Inc. was founded in 1986 by Kaye Woltman
and her daughter, Melisa McGuire, as a women-owned business enterprise specializing in the underwriting of municipal
bonds. In November 2001, McGuire revised the business plan
of Girard to become a full-service broker/dealer and registered
investment advisor using the independent contractor structure.
McGuire’s non-Hodgkin’s lymphoma, which had been in remission, returned and she lost her battle with cancer in December
2002. Beginning in 2003, her father, Richard Woltman developed and managed the future growth of Girard. He was assisted
in these efforts by the management team, including her sister,
Susan Woltman Tietjen. The firm is founded on the character
traits that McGuire outlined: trust, stewardship, integrity, ethics,
respect, honesty, loyalty and honor. The family has created a
culture where the employees know that they are cared about
personally and professionally.
Girard has supported the Leukemia and Lymphoma Society
Light the Night Walk; the Parkinson Disease 5K Walk and Run;
the Brain Tumor Foundation; and the Mt. Soledad Memorial
Association. The Woltmans have been active volunteers and
supporters of numerous nonprofits in the San Diego, and fund
nursing scholarships and cancer research.
INDUS Technology Inc. is a federal services company
founded in 1991 by Dr. Kathy Sridhar. The company provides
systems engineering, technical and program management
services for government and industry clients. In the last nine
years, it has grown from 14 employees in San Diego to more
than 295 employees nationwide. Sridhar served as INDUS
president and CEO until March 2004 when she lost a valiant
battle with breast cancer. Her husband James Lasswell assumed the leadership of the company as both president and
CEO and one of the principal owners. Jennifer Lasswell Albers,
their daughter and senior vice president, has been working at
INDUS since 2000 and is also a principal owner.
Lasswell has been a driving force in the San Diego small
business community for more than eight years. He is an active
member of the NDIA National Small Business Division, where
one of his initiatives has been to duplicate the tremendous
success of the San Diego Small Business Committee in other
regions. In addition to the Susan G. Komen Breast Cancer
Foundation, INDUS supports numerous other charitable
causes. Lasswell is on the USO Board of Directors and Lasswell Albers serves on the board of directors for the Veterans
Museum and Memorial Center in Balboa Park.
McMahon Steel
Company Inc.
Founded in 1970, McMahon Steel Company Inc. provides
detailing, fabrication and installation of structural and miscellaneous steel for use in commercial construction projects.
The company currently has 193 employees, and is owned by
the McMahon family: Derek, president and CEO; Kevin, vice
president, chief financial officer and secretary; and Cara,
vice president. In 1968, founder John McMahon emigrated
from Dublin, Ireland to San Diego, where he originally found
employment at NASSCO shipyards. In 1970, he established
C & B Steel Inc., operating out of a small yard in National
City. Later, in 1979, he developed a larger shop in Chula Vista
and developed the structural steel side of the business. After
Derek and Kevin finished school, McMahon tapped the two
as successors to lead the company, which became McMahon
Steel Company Inc. in 2000.
The McMahons donate annually to St. Rose of Lima Parish,
St. Martin of Tours Academy, Our Lady of Peace Academy, St.
Augustine High School, Mater Dei High School, the University
of San Diego and Santa Clara University. Derek currently
serves on the board at St. Augustine High School, while John
serves on the board at Our Lady of Peace Academy. The family
also supports Scripps Mercy Hospitals, where John sits on an
advisory board committee.
SkillStorm
Toyota of El Cajon
SkillStorm CEO Vince Virga founded the company in 2006.
He brought on board previous co-workers and experts within
the IT industry who shared the same vision and principles
and genuinely believed in the SkillStorm business plan. In
2008, SkillStorm increased its market share and expanded
into new market segments by acquiring many new customers, developing and implementing a new strategic plan, and
creating new training programs for employees. SkillStorm
has developed a solid plan to fuel the continued growth of the
company over the next 10 years and beyond and is confident
that all goals will be surpassed – from increases in revenue
to business expansion and hiring more of the best talent in
the industry. SkillStorm has prospered immensely due to
the dedication, integrity and commitment that employees
share. Employees are consistently brought on board through
friends and previous co-workers of employees. The result is
a close-knit, family-friendly environment that is supportive
of each and every member. SkillStorm always encourages
employees to aspire to the highest standards of quality and
ethical conduct.
The company supports a variety of causes, including charitable, educational, cultural and professional organizations,
and other civic endeavors. Employees are actively involved
with and make financial contributions to a multitude of other
organizations as well.
Toyota of El Cajon was founded in 1990 by Bob and Kim
Kaminsky. Bob was the general manager at Keyes Toyota in
Van Nuys, Calif., for seven years before pursuing his dream of
owning his own dealership. For nearly 20 years, Toyota of El
Cajon has become a driving force in the San Diego market.
Over the past 13 years, the business has increased annual
sales by 150 percent. In 2000, management control of the
dealership was handed over to the Bob and Kim’s sons, Gary,
general manager and president, and Greg, vice president.
Toyota of El Cajon was shaped early on by the ideals of Bob
and Kim: family values, integrity, honor and an honest respect
for guest satisfaction. Toyota of El Cajon has always actively
supported community organizations and charities. It has
received numerous awards from Toyota acknowledging its
achievements in sales, service and guest satisfaction, setting
a standard for other dealers to follow. However, it’s the strong
relationships that the Kaminsky family has built with its
extended family – employees, customers, vendors and the
community – that have been the most rewarding. As one
of the last truly family-owned dealerships in San Diego, the
Kaminskys sincerely believe that its foundation in family
values will drive its continued success.
Copy Link congratulates
all 2009 Family Owned and Closely
Held Business finalists and honorees
Copy Link, Inc. privately owned and operated, began in 1990 as a small
service company, building our business one happy customer at a time.
Our customers came to depend on the exceptional customer service
we offer and over the years we grew to be San Diego’s Premier Sharp
Dealer. As we prepare to embark on our 20 year anniversary, we
continue to make customer satisfaction our number one goal..
Your satisfaction… Our Priority
www.copylink.net
3441 Main Street Chula Vista, CA 91911
877-424-8015
Able Patrol
and Guard
Barons
Marketplace
Medium Family-Owned &
Founded in 1964, Able Patrol and Guard is a professional
security guard service provider. The Grauer family assumed
control of the company in 1996, which includes George
Grauer, president; George Grauer, Jr., senior vice president;
Deborah Kopki, vice president controller; and Diane Edwards,
vice president administration. Through strong family values,
dedication and teamwork, the family has transformed APG
into a successful company. Linking family principles to the
business requires the understanding of the family and the
business, along with the need to identify the interaction of the
family and the business. This task is difficult to accomplish
as the two regularly cross paths. One question the Grauers
needed to answer was, “Are we a family-first business, or a
business-first family?” Through formal retreats, forums and
discussions, the consensus was that it was both. The business
part of the equation is something they all worked into.
APG developed working relationships with organizations,
such as Catholic Charities, that have become instrumental
in providing a diverse group of employees from Europe,
Africa, the Middle East and Latin America. Many of these
employees are encouraged to enroll in free English as a
Second Language classes offered by Literacy Volunteers of
the Lauerbach Society.
In 1978, Joe Shemirani, president and founder of Barons
Marketplace, left his job as a civil engineer in Maryland, with
hopes of starting his own business and bringing his brothers
and other family members to San Diego from the East Coast.
He and his brothers opened a successful chain of discount
wine stores throughout San Diego. With a desire to change
the focus of the stores from wine to natural and specialty food,
the family’s true passion, Shemirani and his brothers opened
Barons in 1990. Other family owners are Eli Shemirani, Paris
Shemirani, Moe Shemirani and Bijan Moossazedeh. The
family has a passion for great food. Every Sunday evening,
the brothers, their wives and all the children gather at the
dinner table to eat, talk and laugh. They share their love of
food and family with their employees and customers.
The Shemirani family has lived in the San Diego community for more than 30 years. The children have grown up
here, attending neighborhood schools, joining community
centers, and being involved in sports and other community
activities. As a neighborhood market, Barons believes it’s
important to sponsor local events and the local farming
community by bringing the freshest produce to its customers from within San Diego County. The family also supports
numerous local organizations.
Copy Link Inc.
Dion International
Trucks Inc.
Furniture
Resources
Dion International Trucks Inc. was incorporated by
G.H. Dion in early 1982, following Dion’s retirement from
International Harvester Company, where he served in a
variety of sales, marketing and executive positions over a
25-year period. He purchased the factory branch operation
effective March 1, 1982. Three years later, Dion purchased
the only other international truck dealer in the country,
BBS Truck & Equipment Co., and in 1987, he purchased the
assets of Oceanside Truck Center. In 1993, the Oceanside
satellite dealership was closed and merged with the Escondido operation. In 1995, Dion moved his company from
Escondido to nearby San Marcos in favor of a newer, larger
and better located facility. Dion International now has three
locations – San Diego, San Marcos and El Centro – and 100
employees. There are currently seven family owners from
three generations working at the company. As a complete,
one-stop, transportation service marketing company, Dion
International has a preeminent commitment to serving the
needs of its present and prospective customers by providing
productions and services of the highest quality and obvious
value when compared to its major competitors. The company
strives to develop, nurture and expand long-term, mutually beneficial relationships with existing customers, future
customers, suppliers, investors and other firms.
Founded in 1987, Furniture Resources specializes in new
and used office furniture, installation, asset management,
service and repair, furniture rental, space planning and
specification, office moves, project management, ergonomic
analysis and custom office solutions.
The company’s owners are Bill and Bobbie Crawford, and
there are currently two generations of the family working
for this 24-person business. The family has a code of values
with which it lives by and demonstrates in its interactions.
They are honesty, integrity, honor, loyalty, commitment and
family. The Crawfords treat their clients and employees as
an extension of their family.
The Crawfords and Furniture Resources are allies and
supporters of other leaders and interests in the community,
including World Help Ministries; San Diego Christian Unified School District; Venture Charter Schools; Turning Point
Ministries; Little League, Pony and high school baseball;
San Diego Christian College; high school swimming; So Big
Adventures; and Shadow Mountain Ministries, to name a
few. Furniture Resources has given financial and product
donations to support Madison Elementary School and College
Avenue Pregnancy Center. At Montgomery Middle School,
the company sponsored reading laboratories and field trips.
Furniture Resources also donated the furnishings for the
Family Justice Center in downtown San Diego.
Opening its doors in 1990, Copy Link Inc. is a San Diegobased authorized Sharp and Samsung dealer. The company
started in a garage with an idea and a hope to provide San
Diego businesses with the ultimate customer service and
copier products. Kevin and Kimberley Marshall manage the
day-to-day operations, with Kevin overseeing service and
sales, and Kimberley serving as company controller. Copy
Link has 22 employees, with six averaging 10 years and four
averaging seven. Other family members involved include
Barbara Hansen, who handles the accounts payable and
delivery departments, and John Worel, facility manager.
Copy Link is a member of the Chula Vista, La Mesa, San
Diego and Oceanside Chambers of Commerce. The company
participates in the Oceanside Chamber of Commerce’s Golf
with a Hero, an event that supports military men and women.
Copy Link also participates with the Little People’s Race, sponsored by the Chula Vista Yacht Club, supporting the neonatal
intensive care unit at Rady Children’s Hospital. Also, the Copy
Link family collects their recyclable cans and bottles, averaging $1,000 a year, and purchases Christmas gifts for Toys for
Tots. Kevin sits on the board of the Southbay YMCA.
Charriol
N.A./A’LOR
International Ltd.
In the late 1970s, Jack Zemer, an Israeli immigrant with
a background in mechanical engineering, and his saleswoman wife, Sandy, decided to try their luck at selling gold
chains at “Tupperware-like” parties. The business grew to
such a level that Jack took a leave of absence from his job
at General Electric as a nuclear engineer, became a certified
gemologist through the GIA and continued to design jewelry
with the Celtic civilization cable motif as inspiration. A few
years later, Philippe Charriol, the former president of Cartier,
began his watch brand, Charriol, with the same cable motif
on his watches. The three met, and their mutual appreciation and affection for antiquity and modernity in design
laid the basis for the creation of a stunning internationally
recognized jewelry brand. In 1999, Ori, Jack and Sandy’s
eldest son, joined Charriol N.A. as head of North American
and Caribbean marketing and sales. The Zemers’ youngest
son, Tal, came into the company in 2003 and is role is now
in corporate sales, national training and legal.
The Zemer family and Charriol N.A. support the Sidney
Kimmel Cancer Research Center, Boys & Girls Club, MakeA-Wish Foundation, Israeli Air Force Center Foundation,
Mother’s Against Cancer, Museum of Contemporary Art,
Chabad and many more.
USD Family Business Forum Supports
Local Family-Owned Businesses
Submitted by the
University of San Diego
The greatest portion of America’s wealth lies within
family-owned enterprises. More than 75 percent of
businesses in the United States are family-owned,
and it is estimated that one million are located here
in California. It is clear that family-owned businesses
are one of the top contributors to the U.S. economy, but
unfortunately, few family enterprises will succeed in
transferring their business to subsequent generations.
Nearly 70 percent of family enterprises will not see the
second generation take over the reins, 88 percent will
fail taking the business to the third generation and
97 percent of the third generation will not succeed in
passing the company to the fourth generation.
It is estimated that within the next five years, the
founder of the family business will either retire or pass
away, and family enterprises will potentially be faced
with upwards of $12 trillion in wealth to be transferred
from one generation to the next. Family business owners that do not pay attention to the future health and
well-being of the family enterprise will become one of
those failing statistics. Most family-owned businesses,
San Diego’s included, are well aware of the challenges
associated with working alongside and managing
family members in the family enterprise, but few have
time to focus on its rewards.
Every household with working parents is consistently put to the test to effectively manage a healthy
balance between professional and personal lives;
challenges lie in making sure that everyone’s needs are
met, not just fiscally, but physically and emotionally
as well. To ensure personal and professional success,
some families have found help by participating in
organizations that specialize in providing education
and coaching specifically for family business owners
and their families, such as the University of San Diego’s
Family Business Forum.
In 1991, the concept of a Family Business Forum
was brought to the University of San Diego by Peg Eddy,
co-owner of Creative Capital Management. Eddy and her
husband had extensive experience working with closelyheld companies, yet were concerned that there was not a
local, university-based resource hub for family business
owners to gather each month and discuss issues facing
their family enterprises. The University of San Diego’s
Division of Continuing Education felt the forum concept
matched perfectly with its purpose of being the community-outreach arm of the university, as its mission is
to bring business professionals onto campus by offering
educational professional development workshops in an
executive conference center setting. Since its inception,
hundreds of family businesses have now participated in
USD Family Business Forum programs.
Family business leaders know that leaving business
issues at work when they go home is imperative to a
harmonious household, albeit a challenge because
of whom they work with, and forum members have
utilized the extra support and tactics they’ve learned
from forum meetings to help them achieve a healthier
balance in their busy lives. The programs, events and
overall support system remain dedicated solely to
the health and survivability of the family business
enterprise. Many prominent leaders of family-owned
and managed businesses in San Diego consistently
Our Intangible Assets
By Carmen Bianchi
Buy/sell agreements, estate plans, trusts, planned
giving, exit strategies, succession planning — all
these wonderful tools we use and teach to families
in business, but what about the intangible assets?
Known in many countries as the ethical will, this
is our assets measured by wisdom, insight and our
dearly held beliefs.
The ethical will embraces our values, our vision,
why we are, where we are and how we got there. This
will guides the family survivors of a family business as to what the intent and vision and passion
of the deceased were. This is so important for our
next generation and the generations that follow
to know about and to understand. So often we are
dealing with our tangible assets, which we need to
do, but we sometimes forget about how important
our intangible assets are and how to pass these on
to the next generations.
I have been a family business consultant for 20
years. I come from a family business in hotels and have
taught family business management at the graduate
M.B.A. level and undergraduate level for many years.
However, my passion is to take a family on retreat and
communicate to them just how important their family
is to them. Families are the backbone of our society.
We need to revere them, cherish them and never allow
business issues to destroy them.
So how do we pass on our intangible assets?
Family retreats are the perfect venue. Ask one of
the family member participants to volunteer to be
the historian. Work with that family member to go
back as far as possible in creating a genogram of
the family. Then video, tape record or interview the
oldest member of the family who may recall the most
incredible details of why and what took place when
the founder founded the business. This is a perfect
opportunity for grandchildren to interact with their
grandparents by participating in the storytelling with
probing questions and attention to details. So often I
hear, “I love my grandparents, but I don’t know how to
have a real conversation with them.” Well, grandparents like nothing better than to tell you about the past,
because the past is so clear and vivid in their memories.
By asking questions, patterns will emerge. You may
find out that the deaths
in your family were due
to heart attacks and high
blood pressure or there is
a tendency for diabetes in
your family or the males
carry the alcoholic gene
and even though they may
be entrepreneurial, these
people succumb to the
alcoholism and lose whatCarmen Bianchi
ever they have started.
In the ethical will, you describe your vision and why
you started the business. Like Leonard Lavin, the oldest
surviving founder of a family business that went public,
his vision was women’s products and creating a business
for the family that would be a legacy passed on through
each generation. The war was over, he had pennies in his
pocket, but he had a vision and he pursued it. His company
is now quoted on the New York Stock Exchange and his
daughter, Carol Bernick, is chairman of the board. Lavin
wanted to create a legacy, a company for his family. His
daughter and grandsons now work in the company. He
has fulfilled his dream,created an ethical will depicting his
values and why he did what he did. Lavin just celebrated
his 90th birthday, and his mantra is, “Winners make it
happen, losers let it happen.”
Write down your ethical will, have your vision and
values captured on a video for generations to come,
and create a genogram going as far back as you can
depicting any trends that you can fathom up from the
past. This is the legacy our children and those that
come thereafter will cherish ad infinitum.
An advertorial submitted by San Diego State
University. Carmen Bianchi is the immediate past
president 2007-2009 of The Family Firm Institute,
the premier organization in the world for family
businesses and those that serve them. She is the
founder and director of the EMC Family and
Closely Held Business Forum at SDSU. For more
information, please visit sdsu.edu/emc.
rely on the forum to help sort out and work through
the tough issues they face on a daily basis, and ensure
that their hard work doesn’t die on the vine with the
next generation.
“Several of our forum member families are finally
enjoying the benefits and rewards that can come with
working with family. Some make a point to regularly
schedule special activities with family members to
build their personal relationships, away from the
work environment,” says Jodi Waterhouse, director
of corporate and professional education and director
of the Family Business Forum at USD. “One of our
member families hired a personal trainer about two
years ago, and ever since, Mom, Dad and their two adult
children work out together twice a week. They’ve not
only improved their personal relationships, they’ve also
become healthier and share time with each other that
they didn’t think they could afford to spend before,”
adds Waterhouse.
Some of the many challenges unique to familyowned businesses include compensation for family
vs. non-family managers, conflict resolution, wealth
transfer and management, succession planning, as
well as extremely delicate subjects, such as the four
Ds of a family business: death, disability, depression
and divorce.
“Our forum combines relevant business education
with information from a variety of business experts and
the unique opportunity to not only network with other
family businesses, but learn from others who share
their often common challenges,” says Waterhouse.“We
also offer forum members unique round-table sessions
called PAGs, or Peer Advisory Groups. Members have
the opportunity to join in private discussions with their
peers so they may share personal stories, challenges
and solutions to the issues specific to their place in the
family business structure.”
The USD Family Business Forum meets for an
executive breakfast 10 times per year, on the second
Wednesday of the month, and the annual blanket
membership encompasses all family members working within the business. Program presenters vary from
experts in the field of family business to panels of top
management from family businesses that will share
testimonials about issues they have faced within their
companies. Hearing these testimonials and expert
information gives family business owners benchmarks
to use when faced with similar issues in their family
enterprises. Owners are given the opportunity at each
executive breakfast to network and have a dialogue
with each other to promote interaction between other
family business owners. Family business owners often
feel isolated because colleagues and peers that are not
involved in working with family members cannot relate
to the struggles that many family business owners
deal with on a daily basis. The forum provides a safe
and confidential environment at which this type of
dialogue can take place.
An advertorial submitted by the University
of San Diego. All family-owned businesses
are welcome to attend a program as our
guest – please go to sandiego.edu/family
for detailed information about all of the
programs, workshops and events USD offers.
The USD Family Business Forum hopes that
all of San Diego’s family business owners
enjoy the rewards of working with family, and
congratulates their leaders and supportive
families for their powerful contributions to our
local community! Jodi Waterhouse, director
of corporate and professional education and
director of the USD Family Business Forum
can be reached at [email protected].
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GTC
Systems Inc.
Harper
Construction Co.
MountainWest
Real Estate
GTC Systems Inc. was founded in March 1995 by Keith Michael Esshaki, CEO, and his sister, Holly, who left the company
in 2004. Other family members currently involved with the
company as owners are Amy, Mary and Meriam Esshaki.
GTC stands for Global Technology Consulting, the original
name of the company. With much tenacity and hard work
from Keith Michael Esshaki and the GTC team, the company
grew from very modest beginnings as a PC builder and reseller to a distinguished nationwide provider of information
technology solutions firm, offering IT consulting, training,
staffing and managed services solutions. Since 1996, GTC
embraced centralized application delivery using the Citrix
platform as the main core competency and go-to-market
strategy. This focused strategy distinguishes GTC from the
competition and has proven to be one of the main reasons
for the company’s continued success and longevity.
GTC’s growth and stability allow it to contribute its
resources to various charities and communities, including
the Child Abuse Prevention Foundation, Polinsky Children’s
Center, American Cancer Society, American Heart Association,
Juvenile Diabetes Research Foundation, a national drive for
mentally challenged children, Beyster Institute, UCSD Rady
School of Management, Cal State San Marcos, homeless
shelters, sports team sponsorships, crisis pregnancy clinics,
and families of soldiers and veterans.
Harper Construction Co. is a design-build general contractor that was founded in 1974 by its chairman, Ron Harper.
Current owner and President Jeff Harper continues the construction family tradition while maintaining its outstanding
reputation with an uncompromising commitment to quality
and safety. Renowned for its pre-eminence in design-build
construction, Harper Construction provides excellence in a
full spectrum of preconstruction, program management,
design development, construction, interior design management, inspection and quality control services. The company
has retained an enduring core of executive management,
senior managers and value-driven professionals for three
and a half decades. More than 30 employees have worked
at the company for more than 10 years, and nearly half of
the 100-plus employees have worked at Harper Construction
for more than five years. This type of mutual commitment
is virtually unparalleled in the industry. Harper Construction continues to deliver the best value in building services
by placing experienced construction professionals on every
project undertaken.
As a resident of San Diego since 1957, James V. Pieri has
been a developer of real estate since 1974 and, since that
time, has completed countless residential and commercial
developments in San Diego County worth more than $500
million.
His extensive background in finance and management, and his operational skills have been a driving force
for his most recent accomplishment, Gateway Chula
Vista. Pieri’s projects have had the esteemed privilege of
winning the Chula Vista Beautification award five times
during the past decade, including winning the coveted
city of Chula Vista Mayor’s Award of Excellence. Pieri’s
major role with the company is owner and developer. His
son, James Pieri Jr., vice president and associate broker, is
primarily in charge of leasing, land acquisition, brokering,
management and marketing, and is on a strong path to
take over the full operation of MountainWest Real Estate.
MountainWest principals are strongly involved in the community and are members of the Chula Vista Arts Foundation. Pieri
Jr. is a member of the Rotary Club, vice president of Unico San
Diego, member of South Bay Family YMCA, volunteers with
Palomar Elementary and works with Junior Achievement,
both with “JA in a Day” and “JA BizTown.” MountainWest
supports the local YMCA, National MS Society and local
organizations such as the Chula Vista Little League.
Appeal Media
Interactive Studios
Bob Hoffman
Video Productions
Callan Capital
Small Family-Owned &
Founded in 1997, Appeal Media Interactive Studios is a
15-person, high-end Web design and Internet marketing
company. Victor and Tracy Ochoa founded Appeal out of
necessity when Victor’s 62-year-old mother died, leaving his
92-year-old father in need of care. Victor Ochoa quit his job
to take care of him full time, and shortly thereafter, Tracy
Ochoa quit her job to help. Victor’s computer background
coupled with Tracy’s business administration background led
them to start a Web design company from home while caring
for Victor’s father. The quality of their work was noticed and
they have grown ever since. They now work with companies
including Adobe Systems Inc., Sony Corp. and Cisco Systems
Inc. The Ochoas’ commitment to their family has spilled
over to a commitment to their clients. They usually become
friends with their clients, maintaining long-term relationships. They’ve always felt that if you do well for others, it will
always come back to you.
The Ochoas’ personal interest in people has led them
to work with many charities. They have built many sites at
no cost for organizations such as Ronald McDonald House,
Elder Help of San Diego, The Seany Foundation and recently,
Project Wildlife.
Bob Hoffman, with a lifelong love of photography and the
visual arts, decided to open Bob Hoffman Video Productions
with his wife, Tara, in 1983. They always strive to provide
videos that have a great, positive impact for local companies.
With eight employees, this small, but successful company
has continued to grow over the years. Having raised both of
their children in San Diego with a high degree of community
involvement, the Hoffmans find their personal and business
lives overlap quite frequently. Many of their business clients
have become friends and vice versa. The principles upheld
in their family are the same staples on which their business
grows: honesty, integrity, commitment to excellence and a
strong desire to better the community around them. With
an understanding of how powerful and effective video is
as a tool for communication, Bob Hoffman has produced
many videos for San Diego nonprofits such as Mental Health
Systems, ARTS, YMCA and City of Hope. The company has
partnered with many nonprofits in receiving the San Diego
County Television Station annual grant to produce videos
for community solutions. Generous discounts are always
given to nonprofit organizations, and donations of cash and
work are extended whenever possible, like the annual DVDs
reproduced for the San Diego Asian Film Festival.
Trevor, CEO; Ryan, chief operating officer; and Tim Callan, president, are three brothers who grew a thriving wealth
management business at Merrill Lynch before starting their
own wealth management boutique, Callan Capital, in January
2007. Driven by the goal of providing independent, objective
and unbiased advice to affluent clients, Callan Capital is at
the forefront of a significant shift in wealth management
for affluent families. There are several reasons the brothers
of Callan Capital left well-paid corporate positions to start
this firm: the lifetime of working together, commitment to
creating a family legacy and knowledge that each member’s
personal strengths combine to create an incredible team.
Each Callan family member dedicates his time to making
San Diego County a better place. In 2006, Trevor Callan cofounded the Environment Accelerator Fund, a philanthropic
fund managed through San Diego Social Venture Partners,
and has served on the board for The Chairmen’s Roundtable,
a nonprofit where he provided free business advice and
mentoring to local entrepreneurs. Ryan Callan currently
sits on the board of the San Diego Kiwanis Club and is an
active member in that organization. Tim Callan has been
active with the San Diego chapter of the Tech Coast Angels
and participates in the San Diego MIT Forum.
Chism Brothers
Painting
Coastal Payroll
Services Inc.
Crystal Pyramid
Productions Inc.
As young boys living in Mission Hills, brothers Michael
and Patrick Chism learned the skills of painting under the
apprenticeship of their father, Milton, himself a San Diego
painter since the 1940s. In 1982, they founded Chism Brothers Painting.
Since its inception, Chism Brothers Painting has striven
to become the leading residential painting company in San
Diego by consistently providing exceptional quality and
dependable service. Each member of the family has played a
vital role in the success of the company today. Patrick Chism,
the former vice president, died of cancer in July 2006, but his
part of quality control and customer/community relations
was huge. Michael Chism’s strength was more in business
development, bringing structure and systems into the business. Michael brought his children, David, Emily and Curtis,
into the business. Emily was the organizer who helped with
the office administration and overall business plan up until
2003. David is the current estimator and marketing director,
joining the company full time in 2000. Michael’s wife, Terry,
is involved on a part-time basis as a support to the owners,
especially in the area of customer appreciation and office
administration.
Chism Brothers Painting has been volunteering for the
past 14 years to help the nonprofit Las Patronas in La Jolla.
Coastal Payroll Services Inc. believes that it is one of
the most ethical companies in San Diego. This devotion to
business ethics was infused in Jonathan Gallagher, CEO,
by his father, Tom, who is the president of the Better Business Bureau of Central Virginia. When Jonathan Gallagher
founded Coastal Payroll Services with Craig Coleman, president, in 2007, they realized that ethical business practices
were not just something of importance, but a value of their
organization.
Jonathan came up with the idea for Coastal Payroll
Services after visiting his brother, David, who co-founded
Dominion Payroll Services in Richmond, Va. David suggested
that he should start a payroll company in San Diego and follow the model of Dominion Payroll Services. Jonathan has
and will continue to lean on his brother for advice in all areas
of business, and together, their companies have become two
cross-country family businesses relying on each other to be
the best they can be. In less than three years of operations,
Coastal Payroll Services has earned the business of more than
325 local and national businesses. On a daily basis, it competes
against the national payroll conglomerates. The company’s
remarkable service model, based on a local presence, is what
differentiates it from its competitors.
Mark Schulze founded video production services company,
Crystal Pyramid Productions Inc., in 1981. Patty Mooney
joined him in 1982, and became his wife in 1987. In those
early days, CPP videotaped special events, weddings, bar
mitzvahs, etc. The company morphed into providing higherend video production services to corporate and broadcast
clients during the next two decades. Clients have included
Oprah, UPS, Access Hollywood, A Current Affair, Mail Boxes
Etc., Puma, IBM Corp., Pat & Oscar’s, GlaxoSmithKline plc
and many others.
Schulze is CEO, executive producer, marketer, director of photography, videographer and director. Mooney is
chief operating officer, chief financial officer, editor, sound
technician, second camera operator, photographer, Web
maven, blogger, sometimes talent and voice-over, and public
relations expert. The fact that they each can wear many hats
has helped the company to substantially grow during its 28
years of existence.
Mooney has produced several pieces pro bono or at substantial discounts for various organizations, and Schulze
has volunteered with the San Diego Media Communications
Association International and occasionally speaks to UC
San Diego students about video production. CPP donates
every year to the Monarch School for homeless children,
Peace Resource Center, Environmental Health Coalition and
Californians Against Waste, among others.
Dewhurst &
Associates
eBoost
Consulting
Greene
Properties Inc.
Dewhurst & Associates has been designing and building
quality, custom homes in the La Jolla area since Ernest
Dewhurst founded it in 1929. Family-owned and operated, it
is La Jolla’s largest and oldest construction company.
Ernest set the tone for a commitment to excellence that
has been carried on since he turned over the operations of
the company to his son, Walter, in the mid-1940s. Under
Walter’s direction, the business continued to prosper through
the years. In the mid-1970s, his son, Don, joined the firm,
representing the next generation of the Dewhurst legacy. Don
worked side-by-side with his father until 1996, when Walter
retired. Today, Don runs the daily business operations, and his
children, Doug, Dave and Donna, all work for the company,
which has 35 employees.
Actively involved in their community, the Dewhursts belong to La Jolla Rotary, Promote La Jolla, La Jolla High School
Foundation and Our Lady of Peace Academy. Dewhurst &
Associates is a member of both the San Diego Better Business
Bureau and the Greater San Diego Chamber of Commerce.
The company also sponsors the Training Education and Research Institute Golf Tournament, and in 2008, donated 150
hours of labor and materials to an exterior flooring project
at La Jolla’s Bird Rock Elementary School.
Founded in 2004, eBoost Consulting is run by Micha
Mikailian and Johnny Chan. eBoost Consulting is a 10person digital marketing consultancy made up of young,
hungry, eclectic business minds hellbent on solving timeless
business issues.
While most agencies know “how,” eBoost knows “how”
and “why.” The mission of its consulting process is to provide clients’ management teams with confident decisions
in uncertain business environments. Anyone can provide
ideas, but when money and people are on the line, clients
choose a firm that can provide ideas backed by an independent, fact-based view of customers, industry economics and
organizational capability.
eBoost keeps it simple with a team of executives, managing
directors, consultants and associates. In typical environments
with numerous departments, communication amongst
everyone is nearly impossible and accountability is spread
razor thin. eBoost’s silo-busting model creates cross-functional leaders that are not only adept at executing all digital
marketing initiatives, but built to create coherent and cogent
strategies. In past lives, eBoost’s consultants were corporate
marketing mavericks, management consultants and primarily entrepreneurs. With business acumen in one hand and
diversity of thought in the other, prospective employees come
to eBoost thinking like a CEO.
Founded in 1997, Greene Properties Inc. is a commercial
building owner and professional, full-service management
company. The company is managed by Katharine Issa, who
is heavily involved in the day-to-day operations, Congressman Darrell Issa, and their son, Will, who is also involved
in operations.
Greene Properties has more than 12 years of management expertise and currently manages a portfolio in excess
of 1 million square feet of office and light industrial space
leased by more than 45 companies. Greene Properties has a
full-time office staff and on-site day and night cleaning and
maintenance crews, in addition to on-call staff members
to support building operations 24 hours a day, seven days
a week. A majority of the current staff at Greene Properties
have worked at companies owned by the Issa family in excess
of 10 years, which is a testament to how the Issas treat their
employees like an extension of their own family. Greene
Properties manages properties exclusively for Issa familyowned DEI LLC; Viper LLC; and Third I LLC, and does no
third-party or fee managed work for other building owners.
The Issas have provided community support to a number of
501(c)(3) charities throughout San Diego County through
the Issa Family Foundation.
Hoffman Hanono
Insurance Services
Initial
Impression
Island
Staffing
Hoffman Hanono Insurance Services was founded
in 1959 by Jerry Hoffman. In 1970, his son, Phil, joined
the agency and became president. In 1995, Phil’s
son, David, joined the agency and became president.
Since 2004, they have experienced tremendous growth.
Hoffman Hanono Insurance Services is proud to celebrate its
50th year of providing insurance products to the San Diego
community. Specializing in commercial lines, Jerry started
the agency on very simple principles. Provide the best-quality
customer service with the best possible insurance products
and clients will follow. This principle has been passed down
to the younger generations. Hoffman Hanono Insurance
Services has successfully been able to endure and prosper
through many economic cycles, making the company one of
the oldest family-owned insurance agencies in San Diego.
Hoffman Hanono Insurance Services actively supports
The South Bay Family YMCA and Chula Vista Rotary Club.
David is a Southwestern College Foundation board member,
South Bay Family YMCA board member, Chula Vista Chamber
of Commerce board member and Chula Vista Rotarian.
Initial Impression was founded by Joy Weiss, president,
and her husband, Steve, vice president, in November 1983 as
a wholesale engraver, although it had a retail outlet during
the weekends at Kobey’s Swap Meet, from which many of the
company’s largest and oldest customers came. The company
built the wholesale engraving business, later adding on the
advertising specialties and logo clothing.
Initial Impression deals with more than 7,100 accounts
nationwide. Its growth rate throughout the early years was
consistently 20 percent to 40 percent, and has been about 10
percent since 2003. Steve’s father used to help at the Kobey’s
Swap Meet on weekends, and Joy’s mother used to handle the
mail and bank deposits through 2005. Steve and Joy’s son,
Craig, joined the business in 2000 and is vice president of sales
and marketing; their daughter, Bethel, joined in 2003 to take
on the financial and operations side of the business.
Initial Impression and the Weiss family have contributed
time and money to the San Diego Convention & Visitors
Bureau, La Mesa Chamber of Commerce, We Deliver Dreams
Foundation, Aztec Foundation, Meeting Professionals International, Big Brothers Big Sisters of America, Susan G. Komen for the Cure, and The San Diego Women’s Foundation,
among others.
After 15 years in the technical staffing business, E.J.
Conrad opened his own company, Island Staffing, in 2002.
His wife, Annette, joined the company in April 2007 and
works 20-plus hours a week managing administrative and
accounting duties.
Like most startups, the first office was home-based. In
2005, the business moved into a small industrial office
space, where additional staff was added. In 2007, the company moved once again to a larger building and increased
its staff.
While the business is a major factor for the financial side
of the family, the Conrads both work hard to have a work-life
balance. They have three kids, two of whom regularly assist in
various business tasks. E.J. and Annette feel that the example
they set will go a long way in shaping their children’s future.
The Conrads contribute to Rady Children’s Hospital on a
quarterly basis in the name of one of their contractors. They
donate financially to a local school and participate annually
in the Carlsbad 5K by sponsoring an Island Staffing team
comprised of staff members and their families and friends.
Each year during the holiday season, the Conrads adopt a
family in need. They also have donated supplies and volunteered for North County Community Services on various
charitable efforts.
K-CO
Construction Inc.
L.B. Powers &
Son Co. Inc.
Pacific Highlands
Ranch Tippy Toe
Child Care
It’s no surprise that K-CO Construction Inc.’s president and
founder, Dave Konstantin, became the owner of a construction
company. His family has been in the construction industry
since 1913, when his grandfather, Anton, arrived in New
York City from Germany. Dave’s dad, Benn, followed in his
father’s footsteps and often brought Dave, and his sister Janet,
to the construction jobs he was working on in Manhattan,
N.Y. Dave worked as a carpenter and superintendent for a
number of contractors in the ensuing 18 years. He realized
that he had the technical skills as well as the people skills to
become a successful contractor on his own. After talking it
over with his wife, Ruby, and the rest of the family he took
the contractor’s license test and started K-CO. His son, Chad,
is the general manager. With more than 20 years of collections experience, Ruby joined K-CO as chief financial officer
in 1998. In 2005, Dave and Ruby’s daughter, Dalen, joined
K-CO as the office manager.
K-CO supports its community in a multitude of ways. City
Council members, county supervisors and the superintendent
of schools have all commended Dave for setting an example
for volunteerism, and the entire Konstantin family is involved
with the community, especially Clairemont.
In 1914, Luther B. Powers established his plumbing
company, Mission Hills Plumbing, in San Diego just before
the Pan Pacific Exposition was opened in 1915. Powers’
great-granddaughter still owns the Mission Hills building
that houses the current company. His son, Calvin, took over
the business operations in 1922. In 1969, Calvin sold the
shop to Jack Deitrick, who incorporated the business as L.B.
Powers & Son Co. Inc. Phil Stull, the current owner, was a
plumber who worked with Deitrick and has been with the
company for more than 40 years. Stull’s sense of community,
customer service and loyalty to the traditions that had become
engrained in the culture of the shop was a perfect fit. Bob,
the office manager, has been with the company for 30 years
and Shane, the foreman, 12 years. The legacy built by the
Powers family continues because of the consistent quality
the company has invested in the brand and code of conduct,
which means providing good service, honest business dealings
and treating clients as neighbors.
L.B. Powers is the longest running sponsor of the Presidio
Little League, donates to Special Delivery, and supports Francis
Parker and Grant School fundraisers, among others.
Alena Schupp founded Pacific Highlands Ranch Tippy
Toe Child Care in February 2008, and her daughter, Tamara
Schupp, joined in April 2009. The Schupp family has lived
in Germany, Switzerland and South Africa. Alena started a
child care business in Switzerland with the hope of translating what she was doing best, being a wonderful mother to
her own children, into a passion for children in need in her
community. When Alena’s husband, Dr. Joachim Schupp, was
offered a position with a La Jolla-based company in 2004,
the family moved to San Diego. Realizing the great potential
and opportunity for a family-owned business, Alena took the
initiative to start her own, with the vision to excel and grow
beyond the current size of the enterprise. The goal of Tippy
Toe is to provide a loving and safe environment in which each
child can develop and grow. Several educational programs,
music, gymnastics and swimming lessons are offered. The
large home day care offers a wide variety of educational materials and toys for each child, including language programs
such as “My Baby Can Read” in English and German. Also,
French language lessons are being offered.
Parra Building
Consultants Inc.
Peek Packaging
Founded in 1976, Parra Building Consultants Inc. inspects
residential, commercial and industrial properties, writes
project specifications and performs on-site management
consulting, expert reports and testimonies.
The five-person company was founded by Ernest N. Parra
and is now run by his son and grandson, Dennis Sr. and Dennis
II. There are currently four family owners, three generations,
all working and involved in the small, but productive business. Starting with general contracting, roofing, insulation
and troubleshooting/consulting, the family business evolved
into its present status.
Parra Building Consultants’ knowledge of construction
practices and forensic third-party investigations has given it
a reputation of thoroughness and honesty. Before passing,
Ernest taught the family work ethics and family values.
Dennis Sr. formed contracting and consulting practices,
and established licenses and credentials for the business.
Two grandsons, Kenneth Merritt and Chad Parra, now share
certifications and training, and look forward to continuing
the business. Jeannine Parra is the driving force for accuracy
and productivity.
Everyone in Parra Building Consultants is actively
involved in trade and related inspection associations on a
local, state and national scale, giving seminars, classes and
committee work. The company and family have participated
with churches, PTA, school boards, Habitat for Humanity,
Christmas in April and Beta Sigma Phi charities.
Specializing in custom packaging supply and design,
Peek Packaging was founded in 2003 by Bob Peek. Three
generations of the Peek family have been involved with the
company, including Bob’s father; his wife, Lisa, a co-owner;
and his nephew, Adam, general manager. Bob’s two sons also
worked with the company during their summer vacation.
Each year, Peek Packaging has grown exponentially, and
this year was recognized on Inc. magazine’s top 5,000 Fastest-Growing Private Companies in America list. Bob started
in the industry in 1992 and has taken all of his knowledge
to form a successful business. In the past year and a half,
Peek Packaging has just about doubled in size, not only in
employees, but also in income. Because of the small size of
the company — eight employees — and the fact that it is
a family-owned business, the team really feels like a family.
The employees are committed and hard working in order to
see Peek Packaging succeed.
Peek Packaging has donated boxes to the North County
Food Bank, volunteered at the YMCA in coaching, donated
to the Vista High School Band and Pageantry and, most
recently, donated and will continue to donate to Christine
Cohen, a young woman who was paralyzed when she fell
off of a La Jolla cliff.
Where to find us.
Retail Locations
Carlsbad
Borders Books.........................1905 Calle Barcelona, #120
Lamonts..................................... 7100 Four Seasons Pointe
Chula Vista
Borders .............................................878 Eastlake Parkway
Third Ave. News.............................................335 Third Ave.
Coin Box Locations
Carlsbad
Vons Shopping Center.............El Camino Real & Marron Dr.
Carlsbad Village Station................................Grand & State
Island Food Court..................................... Ashley & Faraday
Encinitas
Ralph’s ............................. Encinitas Blvd. & El Camino Real
El Cajon
Borders ..............................................159 Fletcher Parkway
Escondido
Plaza Del Lago .......................... Via Rancho Parkway & I-15
San Diego
Carmel Mountain Ranch
Borders Books.............................11160 Rancho Carmel Dr.
Downtown
The Hyatt.......................................................... 1 Market Pt.
Grant’s Marketplace....................................2953 Beech St.
Horton News............................................. 324 Horton Plaza
Borders Books.................................................. 668 6th Ave.
Cafe Netro............................................701 B St., 12th Floor
Hillcrest
Hillcrest News ....................................... 529 University Ave.
La Jolla
Wine Barrel........................................ 1030 Torrey Pines Rd.
Spirit of Germain....................................... 3251 Holiday Ct.
Mission Valley
Borders Books................................1072 Camino del Rio N.
North Park
Paras News ................................................... 3911 30th St.
San Diego Airport
Commuter Terminal ....................................... Nine Dragons
University Towne Center (UTC)
UTC Newsstand............................. 4439 La Jolla Village Dr.
San Diego
Bankers Hill
Hob Nob Hill........................................1st Ave. & Juniper St.
Clairemont
Cocos................................................... Balboa & Genessee
Post Office ............ Clairemont Dr. & Clairemont Mesa Blvd.
Downtown
Merrill Lynch.........................................701 B St. (at 7th Ave.)
Bank of America............401 B St. (between 4th & 5th Aves.)
Civic Center.................................................... 1200 3rd Ave.
First National Bank Building .............................401 W. A St.
Sempra Building................................................ 101 Ash St.
San Diego National Bank ................ Kettner Blvd. & Ash St.
Seaport Village ................Kettner Blvd. & G St. (near trolley)
Starbucks..........................................Market St. & 10th Ave.
7-11............................................................. 2nd & Broadway
Starbucks Coffee..........................................6th Ave. & B St.
San Diego County Courthouse .......... Broadway & Union St.
Bayside Bar & Grill/
Best Western Hotel............. 555 W. Ash St. (near India St.)
America's Cup Kiosk...........................1000 N. Harbor Drive
Hillcrest
Starbucks Coffee.....................2440 5th Ave. (near Laurel St.)
National City
Borders .................................Plaza Bonita Shopping Center
PRAVA
Construction
Services Inc.
Glenn Torrez and Denise Maiorano-Torrez started their
vision in 2005, and financed the startup of PRAVA Construction Services Inc. with their life savings. With hard work
and sacrifice, PRAVA was able to reach its sales goal in the
first year, and has had an increase of about 25 percent to 35
percent each year since.
When Glenn and Denise started the company, they knew
that it was going to be a great deal of hard work. Looking back
at the sweat and tears that went into PRAVA, the Torrez clan
saw how much it brought the members even closer and how
much they all have matured in different arenas. Watching
their son, Nolan, who also works for the company, grow into
a well-rounded businessman and decision maker has been
rewarding for Glenn and Denise.
The Torrez family built a home in Mexico with the Baja
Christian Ministry, and has been actively involved with The
Chicano Federation of San Diego County fundraiser, Cystic
Fibrosis Foundation and the American Cancer Society. The
family participated in the 2009 Walk for Autism and has
supported Autism Speaks for several years. Denise and her
daughter, DemiRae, have volunteered together for the past
six years at many San Diego charities through the National
Charity League.
San Diego County’S
awarD-winning BuSineSS weekly
Kearny Mesa
San Diego
Business Journal....................4909 Murphy Canyon Road
Starbucks Coffee........Murphy Canyon Road (near Aero Drive)
Sizzler........................Murphy Canyon Road (near Aero Drive)
WalMart/Dollar Tree. ..Murphy Canyon Road (near Aero Drive)
Montgomery Field Airport Terminal ...................... Aero Dr. & Sandrock Road
Kensington
Starbucks..................................Adams Ave. (at Marlborough)
La Jolla
Post Office ..............................................Wall St. & Ivanhoe
Prospect Center ....................................1020 Prospect Ave.
Hotel Parisi............................................ 1111 Prospect Ave.
Squire’s Cafe & Deli .................. 8080 La Jolla Shores Drive
HR Block ................................................5707 La Jolla Blvd.
Bank of America........................................7680 Girard Ave.
La Jolla Village Center ..................................Noble Dr. & I-5
Starbucks.............................................. 5604 La Jolla Blvd.
Miramar
Subway................................................. 9242 Miramar Road
Denny’s Diner ......................................6908 Miramar Road
Mission Hills
Espresso Mio .......... 1920 Ft. Stockton (near St. James Pl.)
Starbucks Coffee................... Falcon St. & Washington Ave.
Rancho Bernardo
CVS Pharmacy..............................Bernado Center Rd. & I-5
Old Town
Old Town Trolley Station ................Congress St. & Taylor St.
University City
Henry’s Marketplace........... Governor Drive & Regents Road
Solana Beach
Von’s Shopping Center ..................Lomas Santa Fe near I-5
(near Einstein Bagels)
858-277-6359
www.sdbj.com
Proven Staffing
Consultants Inc.
Pure Spa and
Chiropractic
San Diego Auto
Recovery
Founded in 2007, Proven Staffing Consultants Inc. is a
17-person company led by owners Louis Song and Ingram
Losner. Proven Staffing Consultants’ success is linked to the
quality of people it hires and the extent to which they are all
aligned with the company’s vision, mission and core values.
Each employee was involved in a two-month, extensive process which created the vision, mission and core values. This
level of engagement created alignment and a consistency of
service delivery, which is becoming well-known within the
community. Proven Staffing Consultants does not expect or
require its employees to support community and charitable
groups, but it is expected that they will regard this as an
integral part of their modus operandi. The company and its
employees are involved with and support a variety of community groups involved in youth sports, including Encinitas
Express and FC Bratz; the arts, like the San Diego Asian Film
Foundation; youth support groups such as Special Task Force;
men’s and women’s health awareness, including Susan G.
Komen for the Cure and the National Multiple Sclerosis Society; education, like the San Diego Science Fair; and women’s
support, such as The Crossroads Foundation.
Tina Zadravecz, D.C., known to her patients as “Dr. Z,”
founded Dr. Z’s Chiropractic Spa in 1997. As word spread
around the Tierrasanta community of this wonderful woman
who healed, more patients came, and Chantal Russell, D.C.,
joined the spa. Zadravecz then found a need to supplement
chiropractic modality with massage and other esthetics. Years
later, Jessica Leigh joined the team as an esthetician and is
now a partner in the business. Today, the team consists of
12 people, including a yoga instructor, receptionist, massage
therapists, estheticians and nail technicians. There is also a
life counselor and weight counselor on the roster. To revamp
the spa after seeing this growth, the shop has gone through a
light remodel and name change — now known as Pure Spa
and Chiropractic. This boutique chiropractic spa is committed to treating patients with the same passion as Zadravecz
would like to be treated with.
Zadravecz and the team actively support and chair the
Tierrasanta Junior Women’s Club. Pure Spa participated in
the Walk for Cancer Awareness and sponsors most if not all
of Tierrasanta’s community events such as Oktoberfest, July
4th Parade and food tastings.
Larry Reeves is the president and owner of San Diego Auto
Recovery, which was founded in 1982 with one employee.
SDAR is now a 14-person operation, providing recovery and
investigative services to the financial and automobile loan
industry. There are four immediate family members and
two in-laws working for the company. In the past as many
as five in-laws were employed. Both of Reeves’ daughters
were brought up in the business to join him and his wife.
They joined after two longtime employees were let go for
financial reasons. The eldest daughter jumped right in and
has helped take the business to new heights. Knowing the
difference between right and wrong, good and bad are the
business principles that Reeves has seen carry on to both his
daughters from birth all the way to present day. And because
of the help of Reeves’ daughters, SDAR is the most technologically advanced company in the industry.
Reeves’ daughters both contribute to the Make-AWish Foundation, and the family donates a lot of the
personal property that people never redeem directly
to The Salvation Army and the Lakeside community.
Scholefield
Associates P.C.
Judges
Scholefield Associates P.C. started in 1998 after Pamela
Scholefield graduated from law school, initially as a part-time
operation while she continued to work in the electrical equipment industry. She went full time in 2000, and her husband
now works at the firm as technical adviser and business
development manager. Success has come from applying the
personal philosophy that everyone should be treated fairly
all of the time. Not just employees, but clients, too. The firm
strongly believes and strives to have clients for life, not just
as a one-time costly legal matter. Because both husband and
wife share the same philosophy, employees also must believe
the fair treatment approach.
While times are tough right now, Scholefield still offers
free training to apprenticeship programs and trade groups on
construction law and contracts topics. In addition, Scholefield
donates firm time and manpower to help with San Diego State
University scholarship fundraisers through Associated General Contractors. Firm employees have been encouraged to
become active in community charities that they are interested
in, one being Vista Hill Foundation. Other ways the firm has
helped the community is to volunteer for events that raise
money for charities such as triathlons. Scholefield recently
joined the Downtown San Diego Partnership.
KEITH
ECK
FOUNDER, OWNER
KEITH ECK
FINANCIAL &
INSURANCE
SERVICES
TODD
POLING
PRESIDENT &
FOUNDER
VANTAGE POINT
ADVISORS
MICHAEL
HOWARD
PARTNER
ERNST &
YOUNG, LLP
WILLIAM
SUPER
TAX SENIOR
MANAGER
MOSS ADAMS
Events
&
&
CONTINUING EDUCATION
FAMILY BUSINESS FORUM
Congratulations to the Family-Owned
& Closely-Held Business Award Finalists and Honorees
Honorees
Small
Auto Claims Direct Inc.
MLB Industries Inc. dba
Happy Heinys/ Baby
Frenzy
MPE Consulting
Special Awards
Medium
Cart Mart Inc.
Easy Turf Inc.
Hilton Garden Inn,
Homewood
Suites, Bistro 39,
Serenity Spa, NY
Garden Deli &
Café
Large
Brigantine Family of
Restaurants
Southwest Traders Inc.
T.B. Penick & Sons Inc.
KES Inc.
John Yi
Founder/Chairman/CEO
ESET Technology
Innovation Award
Technology Integration
Group
Finalists
Able Patrol and Guard
Ace Relocation Systems Inc.
Appeal Media Interactive Studios
Barons Marketplace
Bob Hoffman Video Productions
Callan Capital
Charriol N.A. / A’LOR International
Ltd.
Chism Brothers Painting
Coastal Payroll Services Inc
Copy Link Inc.
Crystal Pyramid Inc.
Dewhurst & Associates
Dion International Trucks
eBoost Consulting
Furniture Resources
Girard Securities
Greene Properties Inc.
GTC Systems Inc
Harper Construction Co.
Duane Morris
Entrepreneurial Award
Hoffman Hanono Insurance Services
INDUS Technology Inc.
Initial Impression
Island Staffing
K-CO Construction Inc.
L.B. Powers & Son Co. Inc.
McMahon Steel Company Inc.
Mountain West Real Estate
Pacific Highlands Ranch Tippy Toe
Child Care
Parra Building Consultants Inc.
Peek Packaging
Prava Construction Services Inc.
Proven Staffing Consultants Inc.
Pure Spa and Chiropractic
Scholefield Associates P.C.
San Diego Auto Recovery
SkillStorm
Toyota of El Cajon
Bruce Geier
President/CEO
MassMutual
Generation Cup Award
Waxie Sanitary
Supply
Charles Wax
CEO
U.S. Bank
Founders Award
Outsource
Manufacturing
Ted Fogliani
President/CEO
Current Diamond Sponsors
Duane Morris is proud to support the
San Diego Business Journal’s
2009 FaMily-OwneD &
ClOSely HelD BuSineSS awarDS
Duane Morris llP, a full-service law firm with more than 700 attorneys in 24
offices in the united States and internationally, offers innovative solutions to
the legal and business challenges presented by today’s evolving global markets.
Duane Morris’ San Diego office serves the firm’s expanding roster of global clients with
locations and interests in Southern California and across the western united States.
Our attorneys offer a comprehensive range of legal services to a variety of businesses,
including family-owned and closely held businesses, startup ventures, technology
companies, manufacturers, pharmaceutical and medical device companies, real estate
developers, educational institutions, financial institutions and financial fiduciaries.
For more information, please contact:
Stuart L. SorenSon
Duane Morris LLP
Suite 900, 101 West Broadway | San Diego, CA 92101
P: 619.744.2227 | [email protected]
Duane Morris – Firm and Affiliate Offices | New York | London | Singapore | Los Angeles | Chicago | Houston | Hanoi | Philadelphia
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family - Ellington

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