If you’ve ever thought, “I hate this tech, I just want it to work,” this episode-inspired article is for you. Learn how systems, automation, and a simple CRM can stop revenue leaks, improve client follow-up, and help your small business grow without adding more chaos to your week.

Learn why Kerri Roberts believes formal DEI programs aren’t necessary—and how compliant, consistent, compassionate HR can create truly inclusive workplaces.

In this episode of Don’t Waste the Chaos, Kerri Roberts sits down with Emily Holdman, Managing Director at Permanent Equity, to unpack what it means to lead through complexity with conviction and care. Emily shares how her “people-first” approach, paired with a long-term investment philosophy, shapes decisions that prioritize clarity over speed. From rethinking “safety” in times of change to applying the principle of “do no harm” in business, she offers a masterclass in steady leadership that builds trust, resilience, and lasting impact.

In this episode, Kerri Roberts discusses the critical decision small to mid-sized businesses face regarding their HR strategy: whether to outsource HR functions through a Professional Employer Organization (PEO) or to manage them in-house. She outlines the pros and cons of each approach, focusing on key considerations such as cost, compliance, and control. Kerri also provides insights into the types of businesses that typically benefit from PEOs and offers guidance on how to make the best choice for your organization based on its specific goals and needs.

In this episode of Don’t Waste the Chaos, we dive into the world of mergers and acquisitions (M&A) and scaling insurance agencies. Our guest, Jeff Turner, brings decades of experience in building, growing, and transforming businesses, turning a small startup into one of the top 20 U.S. acquirers in just three years.

We explore the strategies behind successful acquisitions, what business owners need to do to maximize valuation, and how to navigate the challenges of cultural integration. Whether you’re preparing your business for sale, planning to acquire another company, or simply curious about what it takes to scale to $200M+ in revenue, this episode is packed with actionable insights and inspiration.