Chairmen's RoundTable

The Chairmen’s RoundTable is a non-profit volunteer organization of successful CEOs who provide businesses in San Diego advice free of charge on how to manage and grow their businesses.

Saying Goodbye to a Loyal FriendBill Perkins is the kind of guy you want to have on your side, and we’ve been lucky enou...
08/26/2026

Saying Goodbye to a Loyal Friend

Bill Perkins is the kind of guy you want to have on your side, and we’ve been lucky enough to have him as a Chairmen’s RoundTable sponsor and supporter for the past several years. As Senior VP at Endeavor Bank, Bill and his team have been there at every turn, always willing to lend a hand, a smile, or financial support. And while we know our relationship with Endeavor will continue, it was bittersweet last week saying goodbye – or at least “See ya later!” - to someone who’s always had our back.

Perhaps it wasn’t surprising, though, that he was applying his sense of loyalty to helping his wife Danielle grow her existing business, Danielle Interiors. A local hands-on, all-inclusive interior design firm that works closely with clients at every step from concept to completion. DANIELLEidd (https://danielleidd.com/) achieves that perfect balance of beauty, personality and function in every project they undertake, from interior design guidance to high-end residential remodels and new builds. Carefully incorporating client input, they coordinate every detail with contractors, subcontractors and vendors to ensure seamless project execution…all while staying within realistic timeframes and budgets.

Says Bill of the opportunity; “This is a dream we’ve talked about for nearly twenty years, and the chance to finally build something together was something I couldn’t pass up.”

And from all of us at the Chairmen's Roundtable, we wish you both nothing but success, and ask that you stay in touch. Who knows…perhaps our mentors can be of some assistance one day.

Clients in the News – Candy ProsCongratulations to Candy Pros (https://candypros.com/) for an amazing write-up in the Sa...
07/21/2026

Clients in the News – Candy Pros

Congratulations to Candy Pros (https://candypros.com/) for an amazing write-up in the San Diego Business Journal (https://www.sdbj.com/manufacturing/candy-maker-reaches-sugar-high/). Chairmen’s RoundTable mentors were very proud of the job they did working with this organization, finding them both willing to learn and fun to engage with.

Says Candy Pros CEO Susan Hallak “Ashley and I will never forget the experience we had with you. It was truly special, and CRT’s mentors were an integral and major part in the success of our Naked Gold product line and where we are today as a company.”

We can do the same for your business or non-profit. Learn more now, and arrange for your free CRT mentorship today!

https://www.chairmensroundtable.com/become-a-client


It’s Time for a Checkup!At Chairmen’s RoundTable, we believe that great businesses are not built alone. They are built t...
06/25/2026

It’s Time for a Checkup!

At Chairmen’s RoundTable, we believe that great businesses are not built alone. They are built through guidance, experience, accountability, and support from people who have already walked the road ahead.

Which is why, in the coming weeks and months, our team will be reaching out to our hundreds of alumni to check on their progress and see how we can help them further with another mentorship.

If you're a past client of CRT, plan to take our call so we can catch up. Or reach out to us and schedule yourself for a meeting with friends both old and new.

Because whatever your industry or discipline - for profit or nonprofit - our brain trust is ready to help you get to the next level. All you have to do is ask.

And remember - all our coaching and mentoring services are always 100% FREE!

https://chairmensroundtable.com/checkup/
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Get Your Free CRT Mentorship Today!

https://www.chairmensroundtable.com/become-a-client

What’s YOUR Deal?Starting a business is often exciting, creative, and full of optimism. It is also one of the fastest wa...
06/04/2026

What’s YOUR Deal?

Starting a business is often exciting, creative, and full of optimism. It is also one of the fastest ways to test friendships, business relationships, and professional trust. One of the biggest reasons promising startups fall apart is not the product, the competition, or the market. It is conflict over ownership.

We asked attorney Mark Waxman – mediator, arbitrator, and mentor – for this practical guide to dividing founders’ equity. He was kind enough to provide both an article and a PowerPoint presentation.

Whichever form you prefer it in, in a few minutes you’ll know for certain…

Do You Have The Best Deal?

https://chairmensroundtable.com/foundersequity/
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Get Your Free CRT Mentorship Today!

https://www.chairmensroundtable.com/become-a-client

Funding a Small BusinessChairmen’s RoundTable typically deals with clients who have at least $2 million in revenues. How...
05/26/2026

Funding a Small Business

Chairmen’s RoundTable typically deals with clients who have at least $2 million in revenues. However, we recognize that many smaller organizations regularly run into funding challenges…especially during tough economic times. So as a public service, we’re pleased to offer a bit of friendly advice geared specifically towards start-ups and micro businesses.

Explore your options now!

https://chairmensroundtable.com/funding-small-business/
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Get Your Free CRT Mentorship Today!

https://www.chairmensroundtable.com/become-a-client

The War’s Uneven ImpactExpectations this year were that economic growth would accelerate globally, with a lot of positiv...
05/19/2026

The War’s Uneven Impact

Expectations this year were that economic growth would accelerate globally, with a lot of positive tailwinds driving that assumption. Our friends at Northern Trust provide this analysis of how the war in Iran has complicated the prospects for a range of businesses.

https://www.ntam.northerntrust.com/united-states/all-investor/insights/marketscape/2026/diverging-paths-assessing-iran-wars-uneven-economic-impact
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Get Your Free CRT Mentorship Today!

https://www.chairmensroundtable.com/become-a-client

Our Latest GraduateCongratulations to Primary Funding Corp. (https://primaryfunding.com/) of Carlsbad, CA as the latest ...
05/12/2026

Our Latest Graduate

Congratulations to Primary Funding Corp. (https://primaryfunding.com/) of Carlsbad, CA as the latest graduate of the Chairmen’s RoundTable mentoring program. These financial professionals have spent the last 30 years providing working capital to thousands of businesses nationwide, helping them grow and succeed, with services like factoring, PO financing, asset-based lines of credit, and bridge loans.

PFC specializes in working with a wide range of industries, but CEO Richard Gendron recognized they could be even more with a bit of guidance…and turned to CRT. Our mentoring team provided free business guidance to these north county financial professionals for a good chunk of 2025 and 2026, and today they have a plan to help them get to the next level and the expertise enabling them to reach it.

We’re pleased to have been able to help this growing business become even more successful, and look forward to helping YOU achieve the same thing in your organization.
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Get Your Free CRT Mentorship Today!

https://www.chairmensroundtable.com/become-a-client

Was That Written by AI?AI generated writing is difficult to identify with certainty, but there are certain clues you sho...
04/10/2026

Was That Written by AI?

AI generated writing is difficult to identify with certainty, but there are certain clues you should be looking for. Here’s a 3-minute read on when to know you’re being hustled by someone saying their work is original when it was actually written by HAL.

Two bonus points if you know who HAL is.

https://chairmensroundtable.com/ai_generated/
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Get Your Free CRT Mentorship Today!

https://www.chairmensroundtable.com/become-a-client

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92067

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