Family Business 360

Justin Denton of Tonkon Torp lays out the fundamentals of shareholders agreements (also called buy/sell agreements) for family businesses.

Mark Wickman of Family Business Counsel discusses why family businesses with high degrees of trust among members perform better and have fewer succession-related issues.

Jeff Cronn of Tonkon Torp LLP talks about recruiting, compensation and ROI on external family business board members.

Marsia Gunter and Karen Carnahan, the Continuous Breakthroughs Team at Carnahan Smith and Gunter, Inc., talk about preparing the family to bring the next generation of members into leadership positions.

Don Bielen and Paris Powell of Perkins & Co. talk about crafting a well-balanced business transition plan.

Linette Dobbins and Judith McGee of McGee Wealth Management share strategies to work toward a successful family business succession.

Jeff Cronn of law firm Tonkon Torp discusses three exit options for family business owners.

Justin Miller and Chad Wall of BNY Mellon Wealth Management discuss financial realities of family business owners after a transition.

Charles Verdugo of KeyBank shares philosophies and practices for financial preparedness.

Justin Miller and Chad Wall of BNY Mellon Wealth Management share strategies to ensure personal and family values survive wealth transitions.

Paul Menig of Tech-I-M delivers insights for family businesses interested in implementing an advisory board.

Jackson Lewis of Tonkon Torp LLP shares valuable insights on the intersection of estate & succession planning and business transitions.

Don Bielen and Paris Powell of Perkins & Co. discuss concepts and best practices for building a succession plan.

Learn about family business charters with Jeff Bird of Lane Powell and Dr. Jean Meeks-Koch of Positively People.

Steve Bennett of Farleigh Wada Witt provides an overview of questions to ask as your family business considers succession inside or outside of the family.

Bill Meyer of Strategic Group NW shares his philosophy on how family businesses should go about diversifying and what important factors contribute to successful ownership transitions.

Francis Brown of Key Private Bank talks about what it takes to build lasting value of the family business and some common mistakes that can actually harm your value in the short term.

Mark Wickman of Family Business Counsel returns to the program to talk about conflict and communication in family business, and how to keep on track and heading in the right direction.

Grant Jones, director at Exvere Mergers & Acquisitions, sits down to talk about his journey from third generation family business member to professional advisor with family business clients. Grant shares his insights on how a family business can best prepare for a generational ownership transition and how he views the roles of advisors to a successful enterprise.

CArol Wachter and Eric Johnson of Deloitte, and Larry Donckers of Progeny 3 Inc. deliver an introduction to the world of family offices for business-owning families.

Clint Bentz returns to the show to talk about potential tax issues on the horizon for family businesses in 2017.

Don Krahmer and Matt Bisturis of Schwabe, Williamson & Wyatt talk about what a family business should think about to grow the business and professionalize operations.

In this episode we talk to Don Bielen and Paris Powell of Perkins & Co. about family governance and how it can act as a blueprint for generations of success within a family enterprise.

Don Bielen of Perkins and Company joins me for this episode to talk about transition timelines for your family business, and what kinds of succession questions you should be asking at various stages of your business.

Mark Wickman of Family Business Counsel talks about the various roles each person plays in a family business, and how understanding this "roleplaying" can improve communication and reduce conflict.

Jennifer Fern, SBA Specialist at KeyBank, shares how the Small Business Administration loan program could be used as a tool to help a family business transition ownership from one generation to the next.

Robynn Pease, Ph.D. shares her insights on caring for elder and aging family members both inside and outside of the business.

Dean Sandow of the law firm Farleigh Wada Witt, and Don Bielen of The Rainier Group, join me to talk about succession and transition planning from the unique perspective of individuals that find themselves in "the middle;" that is, with an older and younger generation on each side.

Norman Duffett, of Orca Capital Securities LLC, talks about ways a family business can ensure the financial future of the senior generation while still maintaining a financially viable business for the next generation of owners.

Don Krahmer and Matt Bisturis of Schwabe, Williamson & Wyatt Attorneys at Law join me to discuss best practices for putting together internal management teams, external professional advisor teams, and advisory boards.

Amy Robinson of Jordan Ramis joins us to talk about upcoming changes to Oregon's employment laws for 2016, and also offers compliance tips for staying on the right side of the law.

Mark Wickman of Wickman Paterson Corrigan join us to talk about communication between multiple generations working together in the same business, and how it can impact your long term succession plan.

Christian Schiller of Cascadia Capital LLC joins us to talk about growing the value of the family business through three primary methods: acquisitions, external financing, and "getting your house in order."

Steve Lytle joins us on this episode to talk about communications and expectations between generations in the family business. The question of "will the next generation stay or go" is affected by many factors, but the incumbent generation holds much responsibility through how they intentionally (and unintentionally) approach the situation.

Rich Simmonds of Simmonds Associates is joined by Tom Kelly of Neil Kelly Co and Greg Waggoner of Leupold & Stevens to talk advisory boards and boards of directors for family business.

Clint Bentz of Boldt, Carlisle + Smith joins us once again to talk about family owned business valuation. There is a lot of wisdom to gain from Clint on this critical component of estate and ownership succession planning.

I speak with Stacy Lange about introducing new people into the family business dynamic.

Don Bielen of The Rainier Group sits down to talk succession planning best practices and how a family business owner or family member can guage how ready they are for a transition.

Mark Wickman, of Wickman Paterson Corrigan, walks us through why families procrastinate putting together a business transition plan, and some of the consequences of inaction.

June Wiyrick Flores of Miller Nash joins us for this episode to talk about the fair. vs. equal question in family business estate and succession plans.

Mark Wickman joins us for his third session for FB360, this time covering multiple generations working within the same family business.

Dr. Sherri Noxel joins us to talk about the latest research on children and the family business.

Michael Harman of J.P.Morgan Private Bank joins us for this episode to give an overview on trusts. We cover the basic actors and roles common with every trust, how & why trusts are set up, and how trusts can be used to help family business succession.

Mark Wickman of Wickman Paterson Corrigan joins us again to talk about conflict in the family enterprise. We touch on the causes and sources of conflict, and how different people approach conflict differently. Mark shares some great tips on how to make conflict work for you.

Mark Wickman of Wickman Paterson Corrigan joins us to talk "All in the Family." What roles exist for family members not employed by the family business? If a family member isn’t currently working for the business, how do they “get in?” What forums should exist for communication among family members, both within and outside of the family business? Mark shares his experience working with family firms and family members on the periphery of the business.

Clint Bentz returns to the podcast to talk about hosting successful family meetings. He starts out with goals that a great family meeting should reach for, then shares a few of his tips for taking your meetings to the next level. He also touches upon a family code of conduct.

Amelia Heath of U.S. Trust talks to us about some succession and estate planning best practices. She also shares what has worked for one of her clients features in the Family Business 360 session that she led.

Don Bielen, Director of Business Advisory Services for The Rainier Group, talks family business ownership and succession best practices.

Ed Lazar, president of Threshold Group, talks about his experience working with families who are considering a sale of their business. He highlights some of the concepts a family business should think about beyond the technical aspects of selling.

Clint Bentz of Boldt, Carlisle, and Smith, talks about his Family Business 360 session on estate planning basics. He also goes over his philosophy on family business succession planning, the three things you absolutely don't want to do, and addresses some of the questions that came up during the session.