A Seat at the Table

Let us know what you thought of this episode and any other comments you may have. Imagine growing up in a family business where your weekends were spent in a rehab clinic, with the promise of "one more minute" being more a mom's mantra than a reality. This episode brings you into the heartwarming and often hilarious world of the Burger family, the minds behind Burger Rehabilitation Systems. Carol Burger, the pioneering founder, joins us with her sons, Sean and Eric, to share their inspiring journey from a tight-knit family operation to a successful enterprise with over 200 employees. The conversation is rich with nostalgia as they recount tales of childhood antics, unexpected lessons learned alongside a pizza parlor, and even the time the Folsom Zoo called for help with a bear named Ursula.As the business has evolved, so have the roles and dynamics within the Burger family. Carol reflects on the unplanned path that led her to entrepreneurship and the resilience required to navigate the healthcare industry's shifting landscape. Sean and Eric candidly discuss how they carved out their own niches within the company, balancing individual passions with family expectations. From sports performance clinics to diversifying skill sets beyond clinical roles, the brothers highlight the importance of innovation and respect in transitioning leadership to the second generation. Their story offers valuable insights into the complexities and opportunities of running a family business.Healthcare industry challenges are numerous, from administrative burdens to high clinician turnover rates, but the Burgers present a hopeful perspective on the future. They tackle tough subjects like work-life balance and the competitive job market while celebrating the profound impact of dedicated care. Personal stories, including that of a long-term client whose life was transformed through therapy, underscore the deep sense of purpose that drives their work. With every triumph and setback, the Burger family exemplifies the power of perseverance, the importance of a supportive network, and the joy of small victories along the road to success.For more information on Burger Rehabilitation, you can visit the website HERE.Chapter Summaries(00:00) Burger Rehabilitation Systems Family IntroductionThe Burger family shares their roles and the history of their family-run business, which offers various healthcare services in the Sacramento area.(09:19) Growing Up in the Family BusinessChildhood memories, family involvement, and unique experiences in the early days of the Burger family business.(18:53) Evolution of Family Business RolesFamily tradition, stability, and diversifying skills shape career paths in healthcare within a family-run company.(24:12) Navigating Family Business Autonomy and ControlCarol and her sons reflect on their journey in a family business, emphasizing resilience, adaptability, leadership challenges, and mentorship.(32:14) Navigating Family Business VisionTransitioning leadership in a family business, balancing personalities and perspectives, generational shift, establishing clear path for second generation's leadership.(45:02) Challenges and Opportunities in HealthcareHealthcare industry challenges include high costs, insurance complexities, clinician turnover, and evolving attitudes towards work-life balance.(53:43) Family Business Encouragement and SupportPersistence, continuous learning, and small victories contribute to personal growth and development.To learn more about the Capital Region Family Business Center visit our website HERE

Let us know what you thought of this episode and any other comments you may have. Can family loyalty coexist with personal fulfillment in a family business? What happens when the family legacy is upended by a choice to leave? And when that choice is made by a woman or daughter vs a son? Join us for a heartfelt conversation with Melissa Ortiz of River Vista Farms as we unravel the emotional complexities of returning to family-run enterprises. Through candid storytelling, we examine the challenges of stepping into roles shaped by generational expectations and how these experiences can lead to the difficult decision to step away. This episode promises to deliver insights on balancing family ties with personal aspirations, offering guidance for those navigating similar paths.Melissa and I reflect on the wisdom handed down by our family members and the courageous journey of implementing change in traditional business environments. We share stories of embracing modern tools and strategies to breathe new life into family businesses, from digital systems to employee wellness programs. These experiences highlight the importance of aligning one's skills and passions with their professional roles and how this alignment—or lack thereof—can impact personal well-being and relationships as well as the family business itself.Throughout the episode, we explore the delicate dance of communication and legacy within family enterprises. We touch on the value and power of open dialogues and the courage needed to pursue paths that truly resonate with one's individual dreams. Whether you're part of a family business or simply intrigued by the dynamics of these unique ventures and how a woman's role in them can be difficult, you'll find our discussion underscores the lasting value of prioritizing personal growth and familial harmony over traditional notions of business success.CHAPTER SUMMARIES(00:00) Navigating Family Business ChallengesFamily business members discuss the emotional journey of returning to and leaving a family business, highlighting the tension between loyalty and personal fulfillment.(11:36) Returning to Family Business LegacyReturning to a family business in Colusa, California, reflecting on childhood experiences, navigating dynamics and challenges, and fostering a thriving work environment.(18:01) Navigating Family Business LeadershipReturning to a family-run agricultural business in California, navigating HR compliance, and balancing personal fulfillment with family loyalty.(32:13) Implementing Digital Systems for Family BusinessNature's challenges and successes in implementing the H-2A worker visa program on a ranch, utilizing familial connections and transitioning to digital processes.(42:03) Entrepreneurial Vision in Family BusinessTransitioning from traditional to digital marketing, facing resistance, prioritizing employee wellness, and community support in a family business.(46:56) Navigating Family Business SuccessionReturning to hometown, balancing family loyalty and personal fulfillment, facing financial pressures, and transitioning to align with passions.(54:23) Balancing Family Business and RelationshipsFamily business complexities, stepping away for improved relationships, challenges of change, prioritizing personal well-being and relationships.(01:02:20) Family Business Communication and LegacyCommunication, education, work-life balance, and parental expectations in family businesses and the importance of open dialogues.To learn more about the Capital Region Family Business Center visit our website HERE

Let us know what you thought of this episode and any other comments you may have. Growing up, I spent countless weekends with my family at local markets, surrounded by vibrant sights and sounds, which makes today's guest story resonate deeply. Tracie and Eric Denio take us on a nostalgic journey through the history of Denio's Farmer's Market and Swap Meet, a venture started by their remarkable grandparents, Jim and Marilee Denio. From auctioning quirky items like used dentures in the 1960s to the market's evolution into a modern community hub, their tales are a testament to resilience and innovative family spirit.Through the lens of Eric and Tracie's leadership, we explore the dynamic of a family business that has thrived over generations. They share the importance of hands-on experiences, from managing hot dog carts to sweeping floors, which shaped their business acumen and commitment to maintaining a family-friendly environment. Their dedication to community engagement and environmental responsibility has kept Denio's a beloved destination in Roseville, illustrating how the foundational principles of their grandparents continue to guide them.We explore the challenges and rewards of running a family business, highlighting the unique sibling dynamic between Tracie and Eric as well. Their stories of balancing personal aspirations with the family legacy, influenced by their French-Canadian roots and Christian values, offer a heartwarming glimpse into the fabric of their family. As they navigate the future of Denio's, their commitment to their team and community shines through, leaving us inspired by the enduring spirit of family and community that defines Denio's Farmer's Market.To learn more about Denio's and for location and hours visit their website in this LINKChapter Summaries(00:00) Evolution of Denio's Farmers MarketDenio's Farmer's Market and Swap Meet's rich history, from grandparents' contrasting strengths to modern customer-friendly environment.(13:57) Legacy of Family-Friendly Denio's MarketThird-generation owners embody values instilled by grandparents, emphasizing community engagement and environmental responsibility at Denio's family-run business.(18:34) Generational Legacy of Family-Owned BusinessGrandparents' partnership, joyful companionship, world tour, and legacy inspire future generations to cherish relationships and embrace life's adventures.(26:19) Family Dynamics in Business SuccessionFamily business, French-Canadian heritage, hands-on approach, education, and work ethic passed down through generations.(31:25) Family Business Succession PlanningThe emotional and professional journey of inheriting a family business, the transition process, and future plans for involving the next generation.(39:44) Family Values in Business SuccessionSibling teamwork, Christian values, and leadership skills are highlighted in the challenges faced by a family business during COVID-19.(51:33) Dedicated Team Drives Family BusinessTracie and Eric's commitment to their team and community, strong relationships with employees and vendors, and recognition in Comstock magazine.To learn more about the Capital Region Family Business Center visit our website HERE

Let us know what you thought of this episode and any other comments you may have. Can a restaurant truly be a catalyst for change and community connection? Join us as we sit down with Patrick Mulvaney, co-founder of Mulvaney's B&L, to uncover the powerful intersections of food, love, and societal transformation. Patrick shares his inspirational journey of turning an old firehouse into a beloved dining destination, and how the spirit of "It's a Wonderful Life" fuels their mission to create a heartfelt community hub. From a memorable White House visit post-2024 election to the bustling early days supported by a loyal local community, Patrick reveals the indelible impact a restaurant can have beyond just serving meals.In our conversation, we explore Patrick's reflections on Sacramento's dynamic food scene and his collaborative efforts with influential figures like Santana Diaz to push the envelope in sustainability and local sourcing. Patrick opens up about the trials and triumphs of the pandemic era, and how resilience and adaptability became their guiding stars. With a focus on mentorship, he offers invaluable advice for young restaurateurs eager to make their mark through community engagement and authentic leadership, underscoring the legacy-building power of passion-driven pursuits.Patrick and his wife, Bobbin, also share insights on the crucial importance of mental health in the restaurant industry, highlighting Bobbin's innovative "I Got Your Back" program. By fostering open conversations about mental well-being, they aim to create a compassionate work environment. The episode wraps up with a heartfelt discussion about balancing family dynamics in a business setting, highlighting the joys and challenges of running a family restaurant. Patrick's vision for the future is grounded in contentment and community service, offering a hopeful and inspiring outlook for restaurateurs and community builders alike.To learn more about Mulvaney's B&L visit the website HERETo learn more about the Capital Region Family Business Center visit our website HERE

Let us know what you thought of this episode and any other comments you may have. In 1973, Wayne's parents, Bill and Sandy Bishop planted the first pumpkins and invited local schools to come visit the farm. Soon after that Sandy and her friends started baking pies in her kitchen to sell to guests when they came to visit. Since then the Bishop's built a full scale bakery where they still bake scratch made pumpkin pie from pumpkins grown on the farm along with other delicious treats. Over the years they added  fun farm rides and attractions and they have become the largest U-Pick pumpkin field in the world welcoming 275,000 guests each year. Wayne now runs the farm with his wife and two sons and he talks about growing up with his house always smelling of fresh pie, the benefits and struggles of working with his parents and now his sons and how doing a SWOT analysis for the business (strengths, weakness, opportunities and threats) drastically improved how they operate. Visit Bishop's Pumpkin Farm websiteVisit the Capital Region Family Business Center hereVisit River City Bank HERE

Let us know what you thought of this episode and any other comments you may have. Join us for an insightful conversation with Dave Boyce, Nate Boyce, and Ben Brown as we touch upon the importance of generational transitions, and share a few laughs along the way. Our discussion begins with a recounting of Dave and his younger brother Craig's imaginative adventures, setting a light-hearted tone for our chat. Discover the fascinating story behind the formation of Sacramento's largest regional accounting firm, BFBA. It all started with a casual dinner at Black Angus Restaurant in Citrus Heights, where Dave, Craig, Rob Fink, and Miles Brown discussed their dissatisfaction with their current career paths and envisioned a new business together. We reflect on the familial and entrepreneurial influences that shaped their journey, particularly Dave's father's dream of self-employment. As we move forward, we discuss the firm's emphasis on people and relationships, the importance of work-life balance, and their unique mission statement that prioritizes high-quality client relationships over mere revenue generation.We then explore the challenges and triumphs of leadership transitions within BFBA, focusing on Ben's journey to becoming the managing partner. Ben shares his initial feelings of unpreparedness and his efforts to develop softer skills with the guidance of his father, Miles. We also highlight the importance of self-awareness, effective communication, and exemplifying core values within the firm. The conversation wraps up with a look at navigating family dynamics in a business setting, the rare achievement of a second-generation CPA firm, and the ongoing efforts to maintain a dynamic, family-focused culture that supports personal and professional growth.To learn more about BFBA and learn why they're the leading accounting firm in the region, visit https://bfba.com/To lear more about the Capital Region Family Business Center visit https://capfamilybus.org/Episode Highlights(04:37 - 05:43) Brothers' Dinner Sparks Accounting Firm(08:38 - 10:18) Entrepreneurial Dreams and Failed Business(17:49 - 18:42) Work-Life Balance Policy Impact(27:54 - 30:34) Career Shift to Family Business(37:43 - 38:49) Decision to Stay Independent(45:44 - 46:56) Navigating Conflict in Family Businesses(53:10 - 55:20) Navigating Role Dynamics in the Workplace(58:26 - 01:00:23) Prioritizing Families in the Workplace(01:06:25 - 01:07:53) Benefits of Family Business CenterChapter Summaries(00:01) Podcast Interview Preparation and BanterChildhood memories, generational family transitions, and the importance of personal stories in professional settings.(04:37) Formation of Regional Accounting FirmFour men discuss forming a business due to dissatisfaction with their accounting firms, influenced by familial and entrepreneurial dreams.(12:57) Building a Relationship-Focused FirmFormation and evolution of accounting firm, prioritizing relationships, work-life balance, and initial mission statement creation.(23:14) Generational Transition in Accounting FirmTwo individuals share their career journeys from big accounting firms to joining their family's firm, valuing work-life balance.(34:42) National Firm Acquisition Decision-MakingBFBA considered acquisition by larger firm, but chose to remain independent with Ben as managing partner.(39:09) Succession Planning and Soft SkillsBen's transition to managing partner involved self-improvement, learning from his father, and exemplifying values and behaviors.(43:13) Navigating Family Dynamics in the FirmConsistency, fairness, and humility in a f

Let us know what you thought of this episode and any other comments you may have. Join your host, Natalie Mariani-Kling, for an inspiring journey as she recounts the remarkable transformation of Dave Leatherby Sr. and his wife Sally, who transitioned from a small farming town in Iowa to a life of profound faith and generosity on the West Coast. She'll explore how Dave Sr.'s career with Safeway, and his mentorship under Bert Bride, led to a life-altering experience through the reading of Catholic saints' lives and his eventual baptism into Catholicism. This newfound faith not only redefined their personal lives but also reshaped their family dynamics and charitable endeavors. As the eldest of ten children, Dave Leatherby Jr. shares his unique perspective on how his parents' commitment to their faith influenced their family and community, despite facing challenges and anti-Catholic sentiment in their Midwest roots.In the conversation, Natalie delves into the establishment of Leatherby's Family Creamery, a family business built on the solid foundation of faith and values. Dave Sr.'s unwavering commitment to his Catholic faith permeated every aspect of their lives, from never missing daily Mass to integrating these values into their business. Listen in as they explore how this faith-driven optimism and joy laid the groundwork for a successful and joyful family enterprise, creating a legacy that continues to inspire and connect people through shared experiences and service.The journey wasn't without its trials, however. You'll hear stories of overcoming financial struggles, skepticism from banks, and the pivotal moments of support from unexpected places, such as the generous loan from Mr. Ratterman and the transformative feature by the Sacramento Bee. Through personal anecdotes and reflections, the importance of community, perseverance, and divine providence in building and sustaining Leatherby's Family Creamery is clear. This episode is a testament to the power of faith, family, and the enduring impact of generosity and kindness in both personal and business life.To learn more about Leatherby's Family Creamery visit: https://leatherbys.net/To learn more about the Capital Region Family Business Center visit:https://capfamilybus.org/To learn more about our sponsor, River City Bank, visit: https://rivercitybank.com/Episode Highlights(01:56 - 03:19) Life-Changing Encounter With Catholic Faith(12:13 - 13:18) Impact of Positive Spirit and Joy(15:57 - 17:12) From Salesman to Ice Cream Entrepreneur(20:14 - 21:05) Legacy of Longstanding Ice Cream Parlor(22:58 - 24:40) Ice Cream Parlor Business Development(33:05 - 34:20) Leatherby Family Creamy Business Success(41:36 - 42:52) Family's Contribution to Business Franchise(47:27 - 48:55) Family Business Struggles and Resilience(51:51 - 53:05) Importance of Family Business Communication(01:04:44 - 01:05:50) Act of Kindness in CommunityChapter Summaries(00:00) Family Embraces Faith and GenerosityDave Sr. and Sally's transformative journey to Catholicism reshapes their family dynamics and charitable endeavors.(09:28) Family Business Built on FaithMy father's unwavering Catholic faith shaped our family and business, inspiring a legacy of joy, service, and connection.(18:21) Creating a Family Ice Cream LegacySuccessful retail business journey from microwaves to ice cream, with mentorship from Foremost Dairy.(25:05) Family Ice Cream Business Overcomes AdversityFamily support, faith, and unexpected kindness helped us overcome financial struggles and open a successful ice cream parlor.(35:04) Family Business Franchising Lessons Learned

What does it take to transform a small family business into a major player in the beverage industry? Discover the incredible legacy of NorCal Beverage, beginning with Shannon Deary-Bell's grandfather, who turned his Coca-Cola salesmanship into the entrepreneurial foundation of Hires Bottling in 1937. You'll hear the story of Shannon's father and uncle, who made the courageous decision to sell their profitable stocks to protect the family business and its employees, embodying a people-first philosophy that has defined NorCal's journey and continuing legacy. You'll also hear of the tenacity and determination of Shannon as a young manager having to deal with the complexity of "busting" a union that misrepresented itself to the employees. Her pursuit of what was the right thing to do, let to a much greater acceptance from her employees and family alike. Uncover the strategic genius behind NorCal's significant pivot in 2007, when the company shifted focus from bottling popular brands like Dr. Pepper and Snapple to co-packing. This bold move led to lucrative partnerships with major brands like Arizona Tea, Red Bull, Monster, and Gatorade, propelling NorCal to new heights. We delve into how Shannon's insistence for a particular seat at luncheon led to a critical meeting with the CEO of Red Bull in France that opened doors to substantial opportunities, highlighting the company's resilience and adaptability in the face of industry challenges.Finally, we explore the complexities of family business dynamics, focusing on succession planning, leadership transitions, and the difficult and emotional decision to sell the business during the COVID-19 pandemic. Hear Shannon's son Riley, explain his personal account of returning to the family fold to save jobs and his reflections on the pressures and rewards of taking on a leadership role in a newly developed company. Shannon and Riley discuss the importance of personal accountability, hard work, and seizing growth opportunities while maintaining a people-centered approach. Dedication and passion continue to drive their new venture setting the stage of familial business success once again.To learn more about NC Equipment Solutions visit https://nceqs.com/or you can contact them at:Dispatch & General Inquiries: (916) 372-7700; fsd@NCEQS.comAccounts Receivables: (916) 374-2657; AR@NCEQS.comAccounts Payables: (916) 372 7700 ext. 2436; AP@NCEQS.comEpisode Highlights(05:32 - 06:00) The Power of Community(13:57 - 15:01) Trust and Communication in Relationships(18:14 - 19:19) Meeting Red Bull CEO in France(21:59 - 23:40) Succession Planning for Company Presidency(25:58 - 27:02) Father-Son Relationship and Business Sale(32:51 - 34:20) Company Restructuring Saves Jobs(37:46 - 39:09) Family Business Responsibilities and Rewards(44:25 - 45:41) Navigating Entrepreneurship at a Young AgeChapter Summaries(00:00) Building a Family Business LegacyNorCal Beverage's history, family commitment, and employee safeguarding, from Shannon's grandfather's vision to her taking over the business.(15:03) Succession Planning and Co-Packing SuccessNorCal Beverage's strategic pivot to co-packing led to partnerships with Arizona Tea, Red Bull, Monster, and Gatorade, driving growth and resilience.(23:06) Navigating Family Business Sale and TransitionSelecting the next president of a family business, selling during COVID-19, and aligning with company values.(33:16) Business Transition and Family ValuesRiley, a recent business management graduate, joins family business to lead equipment solutions division and support empl

Can you imagine hopping freight trains across the country to build a business empire during one of the toughest times in American history? Join your host, Natalie Mariani-Kling,  as she welcomes David Lawson, President of Lawson Mechanical,  who recounts the extraordinary story of his grandfather, transforming from a resilient South Dakota youth into the founder of Sacramento's leading mechanical construction firm. From surviving the Great Depression to learning essential trades during World War II, this is a narrative of ambition and tenacity that laid the groundwork for a multimillion-dollar enterprise.David shares the rich history of Lawson Mechanical, spanning three generations of leadership and innovation. The discussion covers the unique skills each generation brought to the table—from his grandfather's pioneering business strategies to his father's expertise in mechanical systems and people management. David's own path, marked by a blend of political acumen and historical insight, showcases a modern approach to maintaining and growing a family business. This episode is not only a deep dive into the critical moments that forged their legacy but also a testament to the transformative power of education and early exposure to industry.Navigating the complexities of leadership transitions within a family business is no small feat. David opens up about the emotional and practical challenges he faced moving from a political career to operations management, eventually becoming the president of Lawson Mechanical. Natalie explores the delicate balance of supporting a cohesive company culture while empowering family members to find their own paths. Using Lawson Mechanical as a lens, the conversation moves to the broader implications of what truly defines a family business versus a business owned by a family, highlighting how meaningful contributions from multiple families strengthen the organization's identity. This is an insightful conversation about preserving purpose and navigating the intricate balance of family and business.To learn more about Lawson Mechanical visit: https://www.lawsonmechanical.com/contact/For more information about the Family Business Center visit:  Capital Region Family Business Center websiteTo learn more about how our sponsor, River City Bank may help your family business, visit  website: River City BankChapter Summaries(00:00) Legacy of Lawson Mechanical FirmDavid Lawson shares his grandfather's journey from South Dakota to California, and how their family business evolved over 80 years.(08:45) Generational Business Success and GrowthThree generations of a family business, with a foundation in management, mechanical systems, and community projects.(15:12) Navigating Leadership Transitions in Family BusinessNavigating California politics, transitioning to operations management in a family business, and finding purpose as president.(28:16) Family Business Success and CultureChallenges and responsibilities in a family business, proving worth, unique perspectives, cohesive culture, and working on the business.(39:26) Defining Family vs Business OwnershipFamily business vs. business owned by family, using Lawson Mechanical as a case study, embracing multiple families to strengthen identity.HIGHLIGHTS(04:37 - 05:25) Gas Station Ledger Reflections Over Time(10:51 - 11:44) Legacy of Strong Employee Relationships(14:11 - 15:11) Benefits of Grad School in Career(17:15 - 18:34) Family Business Traditions and Growth(22:45 - 24:05) Navigating Family Business Succession Challenges(29:00 - 30:47) Family Business Succession Planning(34:15 - 35:22) Legacy of Excellence in Business(41:38 - 42:27) Fam

Today's episode displays a wonderful tale of a company's heart and soul as Don Clark, the second-generation co-leader of the family-operated Clark Pacific, takes us behind the scenes of a business that has stood the test of time. Here's your opportunity to learn from a legacy of innovation and resilient leadership as we follow the company's transformation from its early days as a  manufacturer of prefab construction products to a robust pillar in the construction industry. Don's account of his and his brother's ascent to the ranks of co-CEOs, under the guiding influence of their father's fervor, is not just a story—it's an inspiring blueprint for nurturing a family business across the decades.Venture with us into the core of family-centric leadership, where work-life harmony paints the daily canvas, and discover the delicate dance of co-running a company with a sibling. As Don describes the art of balancing brotherhood with business, we uncover the value of external coaching and the far-reaching impact it has on preserving family ties within the company framework. This episode is not merely an overview; it's an insightful guide into the intricacies of multi-generational success and the strategies that have fortified Clark Pacific's familial foundation.Our discussion reaches a crescendo as we celebrate the innate strengths that give family businesses an edge over corporate behemoths. Don passionately illustrates how a culture of care and personal support not only cements long-term careers but also fosters an environment where employees thrive like family. If you've ever wondered about the ingredients that make family enterprises resilient through economic ebbs and flows, this episode serves up the answers, highlighting how they adapt, support, and triumph through each challenge. Join us for a heartening exploration into the world of family business, where every success is built on the shoulders of shared values and strong relationships.For more information on Clark Pacific, you can visit their website: https://www.clarkpacific.com/For more information about the Family Business Center visit:  Capital Region Family Business Center websiteTo learn more about how our sponsor, River City Bank may help your family business, visit their website: River City Bank

Join us on this fascinating journey through the history and heart of Bogle Family Vineyards, as our guest Jody Bogle takes us back to her family's roots in the Sacramento River Delta. Discover how six generations of farming evolved into a renowned winemaking legacy, beginning with a serendipitous pivot from potatoes to Petite Syrah and Chenin Blanc grapes. Jody recounts the Bogle family's resilience through the Great Depression, their strategic foray into viticulture, and the birth of their own wine label, illustrating the powerful blend of luck, strategic shifts, and familial collaboration that has crafted the Bogle success story.Listen in as we traverse the intimate path of Bogle Vineyards, from Jodi's nostalgic childhood in the rural serenity of Clarksburg to the vineyard's expansion and commitment to sustainability. This conversation celebrates the lessons of hard work, the influence of matriarchal leadership, and the role of family dynamics in the business. Hear about the inception of new wine brands that cater to modern tastes and sustainability, including the innovative 'Elemental Wines' with its eco-friendly aluminum bottles, all while maintaining the ethos of quality and value cherished by the Bogle family.Wrapping up our discussion, we candidly address the intricacies of being a female leader in the wine industry. Jody shares her experiences balancing career and home life, the importance of a family-first culture within the workplace, and the unique perspectives women bring to leadership. Her insights offer guidance and inspiration to women navigating their professional journeys, emphasizing the enriching nature of integrating personal and professional roles. Listen for a heartening blend of storytelling, family heritage, and entrepreneurial spirit that has defined the Bogle family's enduring legacy. And of course, enjoy the story with a nice glass of wine.To learn more visit: Bogle Family Vineyards.To learn more about The Capital Region Family Business Center visit the website.

Growing up with the backdrop of a small Japanese village, Taro's yearning for freedom and acceptance was a seed that would eventually blossom into an American dream. Alongside his son Koki, Taro shares how he saved enough money from a paper route to fly his whole family to America as a teenager. He talks about how his father had a dream they should open a restaurant and how a chance encounter with a Japanese businessman landed them investment money which allowed them to fulfill that dream.With no experience running a restaurant and nearly no research into location, food costs, equipment costs or restaurant management, the family launched Mikuni 36 years ago. Even while plagued by debt and mistakes, Taro's infectious energy and his commitment to make customers feel welcome and satisfied helped Mikuni to grow into one of the best known and loved restaurants in northern California. This is a story of family dynamics, demonstrating how personal growth and business acumen can harmonize beautifully and how to balance work with the joys of familial connection. Taro recounts the family's expansion, the trials of partnership and ownership, and the resilience instilled by his father. As we look toward the family's aspiration of reaching 50 locations by their 50th anniversary, the sense of optimism is palpable. This episode isn't just about growth; it's homage to the relentless pursuit of big dreams and the community spirit that turns them into reality.For more details about Mikuni Sushi visit http://www.mikunisushi.comTo learm more about Capital Region Family Business Center visit http://www.capfamilybus.org 

Discover the incredible transformation of Roy and Ryan Hill, the sibling duo behind Elite Service Experts, as they share their tale of turning a period of near hopelessness into a flourishing family legacy. Their father's daring decision to purchase his former employer's equipment and transition to serving an established customer base set the groundwork for what would become a testament to entrepreneurial resilience. This episode peels back the layers of their journey, from facing the hardships of leadership within a family to the powerful words of encouragement that shifted a moment of grief into a drive for success.The delicate balance of personal and professional roles that Roy and Ryan have developed came at a cost. Hear Roy's experience when a higher-paying job opportunity tested familial loyalty, and how the challenges of managing expectations within a family business become a daily reality. This candid conversation also addresses the growth born from tough love, as we learn how earning respect and experience in the workplace is non-negotiable, even for family members.Finally,  it's the intricacies of family business succession and the fortitude to face financial adversity head-on that bring the story home. Roy and Ryan's story is not just about the survival of a business but also about the strength of relationships that carry a company through its darkest hours. As they share how a banking relationship and debt relief was a cornerstone in their rebound, this episode exemplifies hope for family businesses navigating their paths through uncertainty, all while holding onto the values that define and drive them towards a future built on solid ground, trust and faith.To learm more about Capital Region Family Business Center visit www.capfamilybus.org.

One would not suspect a young newspaper carrier to redefine the process from sidewalk or porch drop to in-home delivery, as it was self defined.  Now would one expect that to turn into his first positive business exit.  But that's what you'll hear on today's episode with Mark Haney. Inspiring, educational and not without the highs and lows of taking the family business into a creative growth cycle only to find a highly leveraged situation that went from optmistic to nearly broke.A testament to the power of dreaming big, adapting to change, and seizing opportunities came from unexpected challenges. Then there's the critical role of building a strong team and fostering commitment within a business. Mark shares the essential elements that bind a team together: a compelling vision, strategic resource allocation, and an unyielding dedication to the shared goal. As a leader, he also emphasizes the contagious nature of commitment and the significance of understanding the founder's 'why'. You'll hear valuable insights into the dynamics of family businesses, the joy of shared success, and the profound impact of love and potential in creating unity.Finally, Natalie and Mark candidly discuss the balance between investor involvement and executive freedom, stressing the benefits of trust and personal investment in a company's success. Through his narrative, we see how entrepreneurs can craft a business that operates independently, enabling a life that harmonizes with their deepest values. Whether a budding entrepreneur or a seasoned business owner, this episode offers wisdom on leadership, resilience, and the pursuit of a fulfilled life.To learn more about The Growth Factory visit https://growthfactory.us/To learn more about the Capital Region Family Business Center visit https://capfamilybus.org/

What a wonderful story this episodes displays of a family that has come together in the interest of not only continuing a legacy but also for sharing a passion of the very thing that kept them together.  Honey.  Josh and Shoshana Zeldner have a unique story to tell about how their interest in continuing the education about honey that their father started with his wife, their mother Amina, was brought to life after he had passed.  Amina Zeldner reflects on the origin of the business, the intense desire Ishai had to spread the word of the new varietals in honey and how the children literally returned to the business after leaving for careers of their own.  Listen as you discover the bond this family has and how it came to support the creation of something their father had only dreamt of. Learn more about The Hive by visiting https://zspecialtyfood.com/meet-the-team/

Natalie talks with Jennifer Carriere-LaDuke, who is a 4th generation owner, board member, and marketing wiz for her 133 year old family farming business, Carriere Family Farms. The business started with her great grandfather coming to the Sacramento area from Canada where he worked for a farmer clearing thick vegetation from the land surrounding the Sacramento River and helped planting row crops. Before long he fell in love with the farmer's daughter and became part of a family farm that has passed from generation to generation since the 1890's. Jennifer shares the importance of true authenticity in the boardroom and in a marketing strategy, what it's like being managed by a younger cousin that she used to take to the movies, and why they started a family summer camp to introduce city kids in the family to farm life. Visit Carriere Family Farms websiteVisit the Capital Region Family Business Center websiteSponsor: River City Bank

Join the conversation as your host,  Natalie Mariani-Kling delves into Sacramento history by talking with Kevin Fat, a 3rd generation member of the Frank Fat's Restaurant Group family. Frank Fat's in downtown Sacramento stands as the oldest family owned restaurant in the city, having opened in 1939 and still being owned and run by members of the Fat family. Kevin talks about the history of Fat's, how his grandfather first came to America from China at age 16 and even with a language barrier, his personality, integrity and love of people helped him forge relationships that would help him open his namesake restaurant. Little did he know his restaurant, which opened in a neighborhood akin to skid row, would become populated by all the politicians and movers and shakers in Sacramento decade after decade. Kevin also shares the role his mother, Lina, had in growing the family business into multiple restaurants and becoming the Executive Chef of Fat City Bar and Cafe and China Camp.  The latter helping to revitalize Old Sacramento.  Her self-taught culinary skills left an indelible mark on the menus.Today Kevin oversees Fat's three current restaurants, Frank Fat's and two locations of Fat's Asian Bistro and Dim Sum Bar in Folsom and Roseville. Visit Frank Fat's websiteVisit Fat's Asian Bistro websiteVisit the Capital Region Family Business Center websiteSponsor: River City Bank

Alan Turanski grew up in the beekeeping world and started to keep his own hive by age 10. His father Dick Turanski started a honey and beekeeping accessory company in the 1970's after trying some poison oak honey at a friend's house. Soon Glory Bee honey was being sold in large quantities to natural food stores and bakeries for use in healthy breads. Alan took over as President of the company several years ago and has led the company forward with an eye of sustainability, philanthropy and honing in on the long standing values of the company, which led him to turn Glory Bee into an official B Corporation. Alan talks about navigating the difficult transition from father to son, how his faith guides the principles of the business, and what Glory Bee is doing to ensure the health and survival of the honey bee. Visit the Glory Bee websiteVisit the Capital Region Family Business Center websiteSponsor: River City Bank

Sub Sea Systems started with the dream of making underwater adventure in the ocean accessible to more people than just trained scuba divers and those in the Navy. Jim Mayfield first dreamed of submarines for tourists in the mid 80's but soon pivoted to semi-submersible vehicles. With the sale of nearly 30 of these commercial vehicles Sub Sea Systems was born and it has continued to grow it's product line to solar powered catamarans, to Sea Trek, which are underwater walking tours in the ocean with specially designed helmets that keep your head dry and need no special training, underwater oxygen bars, virtual reality experiences in resort pools, and soon the world's first underwater adventure ride in an amphibious vehicle at a theme park in Saudi Arabia. Natalie talks with Jim and his three children Hannah, Kyle and Keenan who also have integral roles in the business about the impact their amazing products are having around the world, keeping good lines of communication always open to staff and family and how it's all rooted in a healthy sense of wonder and humor. Visit the Sub Sea Systems website to see their incredible productsVisit the Capital Region Family Business Center websiteSponsor: River City Bank

Today's episode is a unique story for A Seat at the Table.  Typically we interview single family businesses, but Holt of California would never have become as mighty as it is today, employing 900 people brokering deals for Caterpillar equipment. It was the joining of three separate family businesses that allowed Holt of California to be a mainstay in the California agriculture business. Your host, Natalie Mariani-Kling talks with Ken Monroe, President and Ryan Beatie, Senior Vice President about the history of the company, how they handled the merging of multiple businesses and multiple families to create the powerhouse Holt of California is today, navigating the exit of family members who were working in the business before the merger, and why Ryan refers to Ken as his “work dad.”  It is truly an amazing story.  Visit Holt of California websiteLearn more about the  Capital Region Family Business Center Sponsor:  River City Bank

Stan Van Vleck always had a drive to succeed and a mind for business. He grew up in a cattle ranching family and had his eyes set on being a part of the family business but unfortunately, old school tradition shut him out of that opportunity as he was not the first born son in his family and didn't quite fit the mold his father wanted him to fit.After being told several times by his father that he could not be a part of the family business, Stan went on to pay his way through college and law school and began building an investment portfolio that would give him the ability to eventually buy out his family and finally take over the family ranching company after his father's passing. Today his vision has grown the company to include a commercial real estate company and soon an investment fund with the hopes of creating a more dynamic and sustainable family business for future generations. Visit the Van Vleck website  Visit the Capital Region Family Business Center websiteSponsor:   River City Bank

Natalie talks with Paul Endelman whose father Ken started the world's largest manufacturer of pilates equipment and education. Paul is head of sales strategy at Balanced Body and he tells the story of how his father went from building custom water beds to building custom exercise equipment for a famous Hollywood trainer. Paul tells Natalie how his grandfather instilled in him a love of art that led him to seek out art all over the world and eventually come back to Sacramento and help put together large public art projects like the Art Hotel. That type of civic involvement inspired Paul to take his innovative business skills to help solve problems in the community in Sacramento during the pandemic.Lastly, Paul talks about how Balanced Body pivoted their business model during the pandemic and how they are still striving to overcome supply chain and manufacturing issues.Visit the Balanced Body website  Visit the Capital Region Family Business Center websiteSponsor: River City Bank

Mark Echeverria is the 4th generation operator of Musso and Frank Grill in Hollywood. Musso and Frank is part of Hollywood culture and history, having been a meeting place for movie executives, famous writers like Ernest Hemingway and Tennessee Williams, rock stars like Keith Richards and countless movie stars. Mark talks about how the restaurant almost closed after nearly 90 years and how he was tapped by his family to move from Alaska where he was running fishing tours, to come down to the Hollywood walk of fame and help pull the restaurant back from the brink of closing. He did just that all while maintaining its signature culture, nostalgia and service. Mark tells Natalie all about the famous and colorful history of the restaurant, some of the stars who are open about their affinity for Musso's and why their signature martini is so delicious. Visit the Musso and Frank websiteVisit the Capital Region Family Business Center websiteSponsor: River City Bank

Chris Benziger comes from a long line of family working in the beverage business, starting with his grandfather smuggling Canadian whiskey into America on a tugboat during prohibition. But it was his oldest brother Mike who realized so much great wine was coming out of California and convinced his entrenched New York City family to move across the country and start a winery in Northern California.All this happened when Chris was just 15 years old and after helping the family build the farm and then going off to college and working for many years in another career, he was wooed back to the winery to become a partner where he was instrumental in making Benziger a bio dynamic winery, which stopped using pesticides and chemicals to grow their grapes. Chris got married, had a family and knew that he would be dedicated to Benziger Wines for the rest of his life. Then the unthinkable happened, his older brother was diagnosed with what was likely terminal cancer and the family and partners decided to sell the winery without consulting Chris. Devastated and angry for a time, Chris put the pieces of his life, his business and his family relationships back together and saw things work out with him still running Benziger Wines under new ownership. Visit the Benziger Wine websiteVisit the Capital Region Family Business Center websiteSponsor: River City Bank

Natalie talks with Chairwoman Shawn Devlin and CEO Steve Fleming about the origins of River City Bank, which started with a desire to buy a helicopter and a business plan written on a cocktail napkin during a dinner at Frank Fat's in Sacramento. Shawn recounts the story of her father going from radio station owner, to TV station owner, to TV salesman and distributor, to founder of the region's first commercial bank. Shawn and Steve have since taken the reins of River City Bank and have grown the bank's assets and profits by over 500% in 14 years and continue to thrive as an independent bank. Shawn and Steve talk about the importance of mutual respect in their sharing of ideas and how the bank has succeeded due to its development and retainment of a talented staff. Visit the Capital Region Family Business Center websiteSponsor: River City Bank

Natalie talks with father and son, Dave and Ryan Lucchetti about how Pacific Coast Building Products has gone from 100 employees to over 3500 employees and many subsidiary companies under Dave's leadership over the last several decades. Dave shares what it was like to take over a family business as the son-in-law of the founder, while Ryan talks about working his way up through the company in several different roles before being named President and CEO, a role currently holds. The three discuss how business and family values have shaped the company and how those values have held the company together as they grew into a large enterprise spanning multiple states.  They also discuss how they structured their board and why and the relationship family members have with regard to shareholder positions. Visit the Pacific Coast Building Products websiteVisit the Capital Region Family Business Center websiteSponsor: River City Bank

Your host,  Natalie Mariani Kling sits down with father and son, John Delmare and Allan Delmare of Rappahannock Cellars and Dida's Distillery, both nestled in the Blue Ridge Mountains of Virginia.  25 years ago John and his wife made the huge decision to leave California and take their eight kids (at the time) across the country to start a new business in the growing Virginia wine market.  John and Allan talk about how their family values and faith have shaped how they run their business, how vital it has been to have talented second generation family members develop and fulfill roles and how keeping the business running and growing has made planning for succession very difficult.  Some pertinent elements of the conversation are part of every family business and where they are in the process is also a familiar space that sheds some light on the difficulties of planning for the future for many family owned businesses.  Visit  Rappahannock Cellars website  Visit the Capital Region Family Business Center hereSponsor: River City Bank

The Adams Group has been in business for over 100 years, getting started when the founder, David Adams was transporting barley from Woodland to the port of Oakland in a horse drawn buggy to be shipped to Britain during a barley shortage in the 1920's. Since then the Adams Group has grown into a food ingredient, vegetable oil and trucking company that produces ingredients found in millions of products found on your grocery store shelves.Today Natalie sits down with Marianne, Meg and Wayne,  three of the five Adams children who are currently the fifth generation of Adams to lead the company. They talk about their family history, stewarding a company built by previous generations, working together as siblings and how their family has handled succession across those five generations. Adams Group websiteVisit the Capital Region Family Business Center hereSponsor: River City Bank

Today Natalie talks with Vincent Ricchiuti of Ricchiuti Family Farms.  At just 23 years old Vincent showed up to the annual family board meeting with the bold idea for the family to shift from growing stone fruit to growing other crops that he believed had a better long term outlook. Natalie talks to Vincent about what it's like to come into a family business as the fourth generation and uphold the traditions built while also moving the business in new directions. They talk about Vincent becoming enamored with olive oil and his journey to producing award winning Enzo Olive Oil and expanding their retail business under the name Enzo's Table. They also talk about how Vincent may have been on a path to being a part of a Super Bowl regime and how a mentor convinced him he could make a bigger impact at home than in the NFL. Ricchiuti Family Farms websiteEnzo's Table websiteVisit the Capital Region Family Business Center hereSupported in part by  River City Bank

Today Natalie sits down with Wayne Bishop of Bishop's Pumpkin Farm. In 1973, Wayne's parents, Bill and Sandy Bishop planted the first pumpkins and invited local schools to come visit the farm. Soon after that Sandy and her friends started baking pies in her kitchen to sell to guests when they came to visit. Since then the Bishop's built a full scale bakery where they still bake scratch made pumpkin pie from pumpkins grown on the farm along with other delicious treats. Over the years they added  fun farm rides and attractions and they have become the largest U-Pick pumpkin field in the world welcoming 275,000 guests each year. Wayne now runs the farm with his wife and two sons and he talks about growing up with his house always smelling of fresh pie, the benefits and struggles of working with his parents and now his sons and how doing a SWOT analysis for the business (strengths, weakness, opportunities and threats) drastically improved how they operate. Visit Bishop's Pumpkin Farm websiteVisit the Capital Region Family Business Center here

Today Natalie sits down with George Sousa Jr., president of the Mariani Family Premium Dried Fruit & Packing Company. He also happens to be Natalie's cousin. George and Natalie give a detailed look at the good, the bad and the ugly of running a multi-generational family company, which has been around for over 100 years. What happens when you have dozens of owners? What happens when family members want out? What happens when they want a job? How do you navigate working with other employees when your last name is on the package? George takes you through his experience with all these scenarios as well as his belief that transparency and honesty are the foundation of good leadership in a company. George also shares a gruesome accident that shaped his life and taught him about perseverance and why the Mariani's turned down an opportunity to be early owners of Apple stock. Visit Mariani Family Premium Dried Fruit & Packing Company websiteVisit the Capital Region Family Business Center here 

Join the conversation as your host, Natalie Mariani Kling visits with Donald and Justin Ratajczak, a father and son who are just two of many family members who have been a part of the family owned S&G Carpet and more.  Donald shares how several members of the Ratajczak family started working at the carpet company in San Jose in the 1970's and how their family bought out the original owners and turned it into a family owned institution in Sacramento and the Bay Area we all know today.  Justin reminisces about playing in the vast carpet warehouse as a kid, friends singing the popular jingle to him at school and deciding to leave a promising career in San Francisco as an actuarial analyst, to come back home and work his way up to C.F.O. of the family business.  The discussion continues as they talk about the struggles and benefits of working with family, hiring and firing family members and surviving the great recession, as well as,  the bright future of S&G moving forward. For more information on S&G Carpets you can visit www.sgcarpet.comTo learn more about The Capital Region Family Business Center please visit www.capfamilybus.org

In this very first episode of "A Seat at the Table",  Steve Bender joins your host, Natalie Mariani Kling, to share the story of transition from his father's company, Warren G. Bender Insurance to what has now become a significant presence in the insurance industry, Bender Insurance Solutions.  You'll hear the story from the beginning to the current structure as Steve shares how he came into the family business, grew it and now is about to transition it to his daughters.  Steve also provides anecdotal advice, common sense and some solid business strategy that was well ahead of his peers in the field.  Bender Insurance Services has gone from start-up, to first generation growth and now second generation succession as Steve's daughters take over the business.  This is a wonderful story that has resulted in an outcome that has and continues to provide for many. You can learn more about Bender Insurance Solutions by visiting www.https://mybendersolutions.com/To learn more about the Capital Region Family Business Center visit: www.https://capfamilybus.org/

Natalie Mariani-Kling introduces herself and this new podcast to serve family owned businesses and the unique challenges they encounter as they pass from generation to generation.  Created by the Capital Region Family Business Center, Natalie explains the purpose and need for a resource just like this.