Podcasts about disruptive successor

Adam Frederico grew up in Utah, surrounded by entrepreneurial family members, including his father, Russell Frederico, the founder of what is now Frederico Outdoor Living. A BYU graduate from the Marriott School, Adam spent 8 years in Chicago working in corporate America, startups, and consulting. He later pursued an MBA from The University of Chicago Booth School of Business. It was during this experience that Adam decided to buy the family business and grow within the green industry. Adam aims to expand upon the 40-year legacy his father started. The company has been named to Lawn and Landscape Magazine's “Best Places to Work” list multiple times, had projects featured in the Utah Valley Parade of Homes, and has won four “Best Landscaping Awards.”SHOW SUMMARY In this episode of the Disruptive Successor Podcast, host Jonathan Goldhill talks with Adam Frederico, a next-generation leader who took over his family's landscape business, Frederico Outdoor Living. Adam shares his journey from corporate America to entrepreneurship, his experience implementing the Entrepreneurial Operating System (EOS), and the challenges and successes in transitioning and growing the family business. With insights on leadership, culture, and maintaining family harmony, this episode provides valuable lessons for anyone involved in a family business or considering a significant business transformation.KEY TAKEAWAYSTransitioning from Corporate to Family Business: Adam shares his personal journey from working in corporate America to taking over his family's landscape business, Frederico Outdoor Living.Implementing EOS for Growth: Adam discusses how he successfully implemented the Entrepreneurial Operating System (EOS) to streamline operations, align his team, and drive business growth.Leadership and Family Harmony: Key insights into the challenges of leading a family business, maintaining family harmony, and creating a balanced leadership culture that fosters success.Overcoming Challenges in Business Succession: Adam highlights the unique obstacles of transitioning leadership in a family business, and how he navigated those challenges to ensure continuity and growth.Lessons for Next-Gen Leaders: Valuable advice for the next generation of leaders in family businesses, emphasizing the importance of leadership, culture, and strategic vision.Creating a Strong Company Culture: Adam explains how fostering a positive company culture has been instrumental in driving both employee satisfaction and business success.Advice for Family Business Owners: Practical lessons on how to sustain and grow a family business while preserving the legacy of previous generations.QUOTES"Entrepreneurship for me was taking something that was existing and making it better.""What differentiates a company is the process... It's how we deliver that client experience.""People don't care how much you know until they know how much you care.""It's not just about catching a vision and talking about growth, it needs to be a co-created vision.""When those [one-on-ones] are consistent and really thoughtful, we are doing very well because the team feels aligned.""The green industry is a bit slow to adopt newer management practices... but it's important to connect with employees on a personal level."Connect and learn more about Adam Frederico and his company:Adam's LinkedIn:https://www.linkedin.com/in/adamfrederico/Adam's Company: Frederico Outdoor Living: https://www.linkedin.com/company/frederico-outdoor-living/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

Joe Olwig and Shaun Lee are the co-founders of 6 Levers – an organizational consulting firm known for their 6 Levers framework. They are also co-authors of  the best-selling book, "At the Heart of Work: Rethinking what it takes to build organizational health with the 6 Levers Framework."Prior to co-founding 6 Levers, Joe served as the VP of Organizational Solutions at Mission Matters Group. He holds dual master's degrees in business administration and education leadership from Saint Louis University.Shaun previously served as COO of Haven for Hope, the largest homeless services campus in the U.S. He earned an MBA from the University of Texas, San Antonio.SHOW SUMMARY In this episode of the Disruptive Successor Show, host Jonathan Goldhill welcomes Joe Olwig and Shaun Lee, founders of 6 Levers, to discuss their innovative framework outlined in their book, "At the Heart of Work: Rethinking What It Takes to Build a Healthy Organization." The conversation delves into the six essential levers—Identity, Leadership, Focus, Rhythm, Cohesion, and Momentum—that form a comprehensive system for improving organizational health and performance. Highlighting case studies and practical steps, this episode offers invaluable insights for leaders in family businesses, startups, and rapidly growing companies looking to create more engaged, resilient, and profitable organizations.KEY TAKEAWAYSSix Essential Levers for Organizational Health: Joe Olwig and Shaun Lee discuss their framework from the book At the Heart of Work, which focuses on six key levers:IdentityLeadershipFocusRhythmCohesionMomentumComprehensive System for Improvement: These six levers form a holistic approach to enhancing organizational health and performance, providing leaders with a structured way to address key challenges.Practical Insights for Leaders: The episode includes practical steps and case studies to demonstrate how these levers can be applied to improve engagement, resilience, and profitability in organizations.Target Audience: The framework is especially valuable for leaders in family businesses, startups, and rapidly growing companies aiming to create a more engaged and successful workplace.Focus on Organizational Health: The conversation emphasizes the importance of building a healthy organization, not just focusing on profits, but also fostering an environment where employees are motivated and cohesive.QUOTES"They just felt like they had a framework for growth for the first time. A framework to consider different strategic opportunities as a team, whereas that might have sat with just the CEO for a while.""Anyone can pick up this recipe, but you don't have to start from the beginning... you can pick up any particular lever and start working with that and then add another lever.""There's really three core ways... first is focusing with the senior leadership team, we have a six-month journey we call leading together... to help them become a cohesive, high-performing leadership team.""Leading with Intention is designed for individual leaders who want to work on sharpening and improving their relational side of leadership... how to show up more like a coach, lead with more vulnerability, and develop more self-awareness."Connect and learn more about Joe Olwig and Shaun Lee.Joe Olwig's LinkedIn: https://www.linkedin.com/in/joe-olwig-757755139/Shaun Lee's LinkedIn: https://www.linkedin.com/in/shaun-lee-1122a131/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at  www.DisruptiveSuccessor.com

Running a family business comes with pressures that outsiders rarely understand—balancing tradition with innovation, managing family dynamics, and keeping the business alive for future generations. When visions clash between the old guard and the next wave, the result can be stagnation or, worse, collapse. But failure isn't inevitable. The businesses that survive find ways to blend experience with fresh ideas, respecting the past while adapting to the future. The question isn't just how to keep the business running—it's how to build a legacy that lasts beyond any one generation. The right balance could turn survival into long-term success. Jonathan Goldhill, a family business advisor, executive coach and the President of The Goldhill Group, has over 30 years of experience helping small and mid-sized businesses thrive. Author of Disruptive Successor and host of its podcast, he specializes in guiding next-gen leaders through generational transitions. With an MBA from USC and a family background in business, he understands the complexities of growth and succession. Today, he talks about the challenges family businesses face, emphasizing how younger leaders can innovate while maintaining trust, communication, and strategic alignment across generations. Stay tuned! Resources Goldhill Group: Transform Your Business | Ultimate Guide for Next-Gen Leaders & Owners Follow Jonathan Goldhill on LinkedIn Connect with Jonathan Goldhill on LinkedIn Subscribe to Disruptive Successor Podcast hosted by Jonathan Goldhill on Apple Podcast

Andrew Morris, the founder of Sam's Caribbean Marketplace, a business that has become a cultural landmark since its humble beginnings in 1993. Andrew's journey is a true testament to perseverance, innovation, and the power of dreaming big.In 1979, Andrew arrived in New York from Jamaica with just $50 and a vision for a better life. After building a career in publishing and earning an MBA from Columbia, he took a bold leap of faith—leaving a stable job to venture into an industry he knew nothing about. What started as a small family-run grocery store named in honor of his late father-in-law, has now grown into a thriving business that serves customers across 100 miles with same-day delivery of Caribbean groceries and meals powered by cutting-edge AI technology.From baking 70,000 patties a year in a $200 oven to revolutionizing delivery services, Andrew and his family have created something truly special. Tune in to hear his incredible story of entrepreneurship, community-building, and embracing the future while staying rooted in culture.SHOW SUMMARY In this episode of Disruptive Successor, host Jonathan Goldhill interviews Andrew Morris, the founder of Sam's Caribbean Marketplace. Andrew shares the inspiring story of how he emigrated from Jamaica to New York with just $50 and built a successful Caribbean food superstore and cultural landmark. He discusses the challenges and triumphs of running a family business, from overcoming initial skepticism to leveraging technology for growth. The conversation delves into the importance of community support, cultural preservation, and adapting to market changes. Andrew also touches on the significance of family involvement in the business and his vision for future growth through online sales and innovative delivery services. The episode provides valuable insights for entrepreneurs, especially those looking to build and sustain a legacy in the family business.KEY TAKEAWAYSEntrepreneurial Journey: Andrew Morris emigrated from Jamaica to New York with just $50 and built Sam's Caribbean Marketplace into a successful cultural and business landmark.Family Business Challenges & Triumphs: He shares lessons learned from navigating skepticism and growing a family-run business.Leveraging Technology: Andrew highlights how adopting technology has played a key role in scaling the business.Community & Cultural Impact: The importance of community support and preserving Caribbean culture has been central to the marketplace's success.Adapting to Market Changes: Andrew discusses how staying agile and adapting to evolving market demands has sustained the business over time.Future Growth Vision: He outlines plans to expand through online sales and innovative delivery services.Insights for Entrepreneurs: The episode offers practical advice for entrepreneurs aiming to build and sustain a family legacy in business.QUOTES"We couldn't have done it without wonderful employees... we've had some really good people and some terrific customers.""We're really community-oriented... we just love our customers. We love our employees and we thank them all."We've been around for 31, going on 32 years... we've experienced setbacks along the way, but we've never looked back.""I probably could have done without the MBA, but it helped with the mindset."Connect and learn more about Andrew Morris.If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

Ryan Chute is an award-winning creative strategist and the driving force behind Wizard of Ads. Specializing in helping small businesses transform into big brands, Ryan delivers divergent sales and marketing solutions that accelerate profitable growth without the typical friction. With a background in retail and automotive industries, Ryan has become a secret weapon for businesses aiming to punch above their weight and dominate their market. His unique approach focuses on reducing friction and creating value-driven customer experiences, making him a sought-after expert in strategic marketing.SHOW SUMMARY In this episode of Disruptive Successor, host Jonathan Goldhill is joined by Ryan Chute, an award-winning creative strategist and key figure behind Wizard of Ads. Known for his ability to aid small businesses in becoming dominant market players, Ryan discusses his unique approach to sales and marketing that focuses on reducing friction and emphasizing unique value propositions. He shares valuable insights from his challenging early experiences in high-friction industries like retail and automotive, and his pivotal educational journey at the Wizard Academy under Roy Williams. Ryan offers practical advice on brand messaging, curating inventory, and the importance of building strong customer relationships. The episode also touches on different business models and how small businesses can leverage their unique strengths to compete effectively. Whether you're a business owner or aspiring entrepreneur, this episode provides actionable strategies to help you differentiate and grow your business.KEY TAKEAWAYSValue Over Transaction: The true differentiator for businesses is the value they provide beyond basic services. It's essential to identify what makes your business unique.Empathy and Connection: Successful marketing isn't just about getting attention; it's about connecting emotionally with customers and building long-term relationships.Curated Offerings: Simplifying offerings and curating inventory can significantly increase sales efficiency and customer satisfaction.Customer Expectations: Modern consumers expect convenience, speed, and empathy in their interactions. Meeting these expectations can set a business apart from its competitors.QUOTES"Beliefs are worthless, but values shape how we show up in the world.""Do the right thing always and forever, and then charge appropriately for it.""The stories that stand 600 feet above the competition are the ones that hold value.""The biggest problem in the arena of selling and growing businesses is doing something that gets noticed but holds their interest.""Less is actually going to sell you more stuff."Connect and learn more about Ryan Chutehttps://www.linkedin.com/in/wizardryanchute/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

Dan Frosh is the director at the Merrill Center for Family Wealth. He works with enterprising families to navigate the complexities of wealth and family dynamics, aiming for multigenerational success. A trained attorney, Dan has previously served as a senior advisor at Cambridge Family Enterprise Group and writes and speaks internationally on family enterprises and family wealth. He is the co-author of an upcoming handbook for advisors on business families and family businesses.SHOW SUMMARY In this episode of Disruptive Successor, host Jonathan Goldhill is joined by Dan Frosh, Director at the Merrill Center for Family Wealth. The discussion focuses on preparing for the transfer of ownership to the rising generation in family businesses. Topics include the importance of aligning on a family vision, developing the necessary skills and knowledge for future owners, and navigating governance structures. Dan shares insights from his experience and co-authored book, providing valuable advice for family business leaders. The episode concludes with the significance of collaboration and holistic planning to ensure smooth ownership transitions.KEY TAKEAWAYSFamily Business Succession Planning: Importance of preparing both ownership and leadership succession in family businesses.Role of Next Generation: The Significance of the rising generation in creating and driving the vision for the future of the family business.Governance Essentials: The need for appropriate governance structures that evolve with the business through different generations.Core Skills and Education: Developing financial literacy, understanding business operations, and governance knowledge are crucial skills for the next generation.Collaboration and Communication: Vital role of clear communication and collaborative decision-making between generations in ensuring smooth transitions.QUOTES"What hat are you wearing in each meeting as a board? You know, when the board meets, you put on your board hat and you think of it as a board member on a day-to-day basis. You're thinking of it as a family, a family employee. You're both a family member and an employee.""Make sure that the agenda is clear. What hat you're wearing and what type of topics and issues you are talking about during that meeting.""Both generations need to be moving together in this process... If one runner is just standing still waiting for the baton to come, they're going to get passed immediately.""Collaboration is super key for smooth ownership transition.""Where you see senior generation family members who are reluctant to bring the next generation into the discussions... adopting this mentality of, 'I'm the owner, they're not an owner yet, so I will decide and I will tell them what will happen.'""You need each one of them—business coach, wealth manager, family wealth manager, lawyers, and accountants—to really be successful.""Aligning on the vision becomes really important as well... they're inheriting or they're being gifted an enterprise that they might not totally agree with."Connect and learn more about Dan Frosh.https://www.linkedin.com/in/dan-frosh-92759b9/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

Dann Van Der Vliet is the John and Dyan Smith Executive Director of the Smith Family Business Initiative (SFBI) at Cornell University. Cornell has been named as one of the “25 best schools for family business” by Family Capital in 2015. As the founding director, Dan guided the launch and growth of one of the leading educational centers for family business. He designed and developed the Leaders in Family Enterprise course, and he also teaches executives and next-generation leaders through the Cornell's external education and eCornell programs.Under his tenure, the Smith Family Business Initiative has developed the Cornell Case Competition for Family Ownership, the Mentors Forum, and the Family Innovations Summit.SHOW SUMMARY In this episode of Disruptive Successor, host Jonathan Goldhill is joined by Dann Van Der Vliet, the Executive Director of the Smith Family Business Initiative at Cornell University, to discuss the Rising Gen Survey. This survey provides unique insights from over 200 college students about their perceptions, challenges, and aspirations regarding family businesses. Key topics include the importance of communication, succession planning, and the qualifications necessary for the next generation to take over family enterprises. The episode also explores the survey's demographics, the cultural impacts on family business continuity among international students, and the evolving role of technology. Dan shares surprising findings and emphasizes the need for effective governance and addressing generational concerns to ensure smooth transitions in family businesses.KEY TAKEAWAYSCommunication is a top concern among next-gen family business leaders.There is a need for next-gen leaders to feel qualified and credible when returning to the family business.Cultural differences significantly impact family business dynamics and the likelihood of next-gen participation.Technology brings new opportunities for growth and scalability but also challenges for traditional family business structures.Educational programs play a crucial role in bridging gaps and preparing the next generation for leadership in family businesses.QUOTES“Legacy can be a bit of a burden for the next generation.”“15% of next-gen leaders cited communication as their number one concern.”“Technology has allowed us to be much more remote with what we do, but not all businesses can be run remotely.”"One disruptor is when an unexpected sibling returns to join the family business."“How do you even attract next-gen leaders? Sometimes it's really about letting them come to you.”Connect and learn more about Dann Van Der Vliet.https://www.linkedin.com/in/dannvdv/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

Fletcher Wimbush is the CEO of three innovative firms in the Talent Acquisition space, with a decade of experience revolutionizing the hiring process. He has developed groundbreaking assessments and hiring systems that help leaders build high-performing teams through repeatable and consistent hiring practices. Fletcher's approach has transformed hiring, reducing turnover, improving engagement with top talent, and allowing CEOs to focus on business growth, personal time, and successful exits. His work provides a pathway to a brighter future for companies and their leaders, breaking the cycle of hiring despair.SHOW SUMMARY In this episode of the Disruptive Successor Show, host Jonathan Goldhill welcomes Fletcher Wimbush, CEO of three firms in the talent acquisition space. Fletcher shares insights on revolutionizing the hiring process, leveraging innovative assessments, and implementing best hiring practices to drive business results. The conversation delves into his journey of taking over his father's business, the significance of hiring the right talent, and the role of AI and technology in modern recruitment. Practical advice on improving hiring processes and creating a culture of referrals is discussed, making this episode valuable for leaders in family businesses and growing enterprises.KEY TAKEAWAYSRevolutionizing the Hiring Process: Fletcher shares strategies for transforming hiring practices, focusing on how innovative assessments and best practices can drive business results and build high-performing teams.AI & Technology in Recruitment: Fletcher discusses the role of AI and technology in modern recruitment, highlighting their effectiveness in streamlining processes and improving decision-making.Building a Referral Culture: Practical advice on fostering a culture of referrals, helping companies attract top talent and create stronger, more engaged teams.The Importance of the Right Talent: Fletcher emphasizes the critical role of hiring the right people to support business growth and success, drawing parallels to leadership in family businesses.Scaling & Growing Enterprises: Insights on how streamlining and systemizing hiring processes can empower business leaders to focus on growth while reducing turnover and improving company culture.QUOTES"People who see that the world is a half-glass empty... they generally aren't very good performers. They're difficult people.""Make it a priority, reward the referral, not the outcome... It's about Jonathan, you were kind enough to think about me and send someone my way.""If you do it, and you put in the work, and you make it intentional... you can become the employer of choice.""Hiring will be completely done by AI in the future. I say 10 years. It can be done today, frankly... but human acceptance is what's stopping it right now.""Hiring is the most significant thing... making sure you have the right people in the right seat, doing the right things, and doing them right."Connect and learn more about Fletcher Wimbush.https://www.linkedin.com/in/fletcher-wimbush/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

Ryan Malone is the Director of Maintenance at Malone's Landscape Management, a company recognized twice on the INC. 5000 list of fastest-growing private companies. Ryan works alongside his family to provide exceptional landscape maintenance services, focusing on company culture and helping others grow. Outside of work, he's achieved personal milestones like summiting Mount Rainier multiple times, completing a full Ironman, and finishing a 100-mile ultramarathon. Ryan's dedication to hard work, growth, and excellence is at the core of both his professional and personal life.SHOW SUMMARY In this episode of Disruptive Successor, host Jonathan Goldhill welcomes Ryan Malone, the director of maintenance at Malone's Landscape, soon to be the COO. They discuss the challenges and strategies behind scaling a family business, especially the remarkable growth of their maintenance division. Ryan shares his journey from collegiate athlete to business leader, emphasizing the crossover between extreme endurance sports and business resilience. The episode provides insights into succession planning, team culture, and the importance of discipline and vision in achieving business goals. Plus, Ryan talks about balancing personal extreme endurance challenges with professional demands, underscoring how setting big goals and breaking them into manageable steps can lead to success both in business and personal endeavors.KEY TAKEAWAYSScaling a Family Business: Ryan shares strategies for growing a family business, focusing on the significant expansion of their maintenance division.Endurance Sports and Business Resilience: Drawing parallels between extreme endurance sports and business leadership, Ryan emphasizes how both require discipline, perseverance, and resilience.Succession Planning & Team Culture: Insights into preparing for leadership transitions and fostering a strong, family-like company culture that supports growth and success.Balancing Personal and Professional Goals: Ryan discusses how setting big, manageable goals in both personal endurance challenges and business ventures can lead to long-term success.QUOTES"It's incredibly difficult. It's not easy. It's going to test you in every way possible. But really think about the life that company has helped you live.""Success sort of brings with it a sense of complacency. And so having the discipline and the drive, it's enough to do it in business or maybe in family life or in sports... but to combine those two seems unattainable.""It was almost like a warning that that wasn't a good route... which I think ultimately gave me some fuel in the fire, to really make this thing work.""The family business is a great opportunity financially... It gives you much more job security than you're going to get in a non-family business.""I've been disciplined in different areas, but never had to put it all together at one time... it taught me a wealth of discipline.""When you change your life, you change your business as well.Connect and learn more about Ryan Malone.https://www.linkedin.com/in/ryan-malone-asm-55002499/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

ABOUT THE GUESTScott Canon CEO of BigRentz, a leading procurement software company that connects over 6,000 rental companies and 14,000 rental yards across the U.S. With their extensive network, BigRentz can deliver equipment and services to 90% of job sites within 30 minutes, cutting down on transportation costs, which make up 40% of rental expenses.Under their leadership, BigRentz has evolved from a start-up into a powerful platform that helps contractors streamline procurement. The construction industry, which has struggled with low productivity growth, faces significant inefficiencies, costing the economy over $177 billion each year. BigRentz's upcoming software, LIFT, uses AI and GIS technology to optimize procurement by analyzing job sites, vendor behavior, and delivery patterns. Set for release in 2025, LIFT promises to revolutionize the way construction professionals manage equipment, materials, and labor.SHOW SUMMARY In this episode of Disruptive Successor, Jonathan Goldhill discusses how family businesses in traditional industries like construction and equipment rental can modernize their operations with Scott Cannon, CEO of BigRentz. The conversation covers the challenges these businesses face, such as labor shortages and slow technology adoption, and explores how centralized procurement platforms can improve efficiency and profitability. Scott shares his journey from a logistics company to leading BigRentz, and provides insights into overcoming barriers to technology adoption. The episode also addresses the significance of strategic planning and cultural shifts within family businesses to adapt to modern advancements.KEY TAKEAWAYSModernizing Traditional Industries: Scott Cannon, CEO of BigRentz, shares how family businesses in industries like construction and equipment rental can modernize operations.Challenges Faced by Family Businesses: The conversation highlights key challenges, such as labor shortages and slow adoption of new technologies, that these businesses encounter.Benefits of Centralized Procurement: Scott discusses how centralized procurement platforms can enhance efficiency and boost profitability for family-run businesses.Scott's Journey: He shares his transition from managing a logistics company to leading BigRentz, offering valuable lessons in business evolution.Overcoming Technology Barriers: The episode delves into how businesses can overcome obstacles to adopting technology and the importance of embracing innovation.Strategic Planning and Cultural Shifts: Scott emphasizes the role of strategic planning and necessary cultural changes within family businesses to stay competitive in today's tech-driven landscape.QUOTES"The most difficult personal things that my clients have had to go through is firing or letting go or having a difficult conversation with a legacy employee... He's not on board with managing other people in a way that is more current.""Young people, especially Gen Z, right? They want to be involved in decisions. They want to feel like they have a say."I think this needs to be planned. I think it requires the family to sit down and really look at their core values and be able to identify them.""We just have to, as business people, be more aware of what's going on and can't have our head in the sand.""Where that next generation is brought into the process... and there has to be a family dynamic to allow for conversation.""Some do it well, many don't. And it's, these are lessons to be learned and to apply in the future.""Succession planning is a really foreign concept to a lot of business owners... there's so much resistance to doing it."Connect and learn more about Scott Cannon:https://www.linkedin.com/in/sccannon/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

Dylan Milroy is a trusted advisor and employee-focused business leader in the home services industry. As the founder, owner, and operator of Better Basements and Waterproofing, Dylan has mastered the art of driving lead flow and building a standout company culture that promotes success and employee retention. He is known for his belief in prioritizing employees over customers, which he argues leads to better service and customer satisfaction in the long run. Dylan's innovative approaches and dedication to best practices in the construction industry make him a thought leader in his field.SHOW SUMMARY In this episode of the Disruptive Successor podcast, Jonathan Goldhill is joined by Dylan Milroy, founder and operator of Better Basements and Waterproofing. Dylan shares his journey from starting the company out of necessity to building a strong, employee-focused culture that prioritizes employee satisfaction and retention over traditional customer-centric models. The discussion covers key topics such as the importance of hiring workers with high moral character, balancing productivity with employee well-being, and implementing effective review bonus programs. Dylan also addresses the challenges of disrupting traditional industry practices, leveraging innovative marketing strategies, and managing growth while maintaining quality service. The episode provides valuable insights for next-generation leaders and entrepreneurs looking to make a significant impact in their respective fields.KEY TAKEAWAYSFocusing on employee satisfaction can lead to higher productivity and better customer service.The waterproofing industry has traditional, time-tested methods that are often more effective despite being labor-intensive.Continuous education for employees can foster passion and commitment, especially in industries that require manual labor.Effective marketing strategies, including honest and direct communication, can differentiate a business in a competitive industry.Using advanced tools and technology can improve efficiency and job satisfaction for employees.Customer reviews and feedback are crucial for building trust and reputation in the market.Balancing operational management with strategic marketing efforts is essential for growing a business.Vision and purpose within a company should align with long-term personal and professional goals, creating a supportive environment for employees.QUOTES"If you're painting a vision big enough for yourself that they can fit in, then your dreams should be bigger than their dreams for themselves.""Too many businesses are hyper customer focused when in reality, they need to be more focused on their employees.""You can't look into everyone's past and you're not expected to, but you do have to have your guide posts and you have to continue to look at them and it makes a big difference.""There's one thing that's important in any business, especially a physically demanding business like yours, it's balancing productivity with employee well being."Connect and learn more about Dylan Milroy.https://www.linkedin.com/in/dylan-milroy-5b8ba395/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.comDylan Milroy is a trusted advisor and employee-focused business leader in the home services industry. As the founder, owner, and operator of Better Basements and Waterproofing, Dylan has mastered the art of driving lead flow and building a standout company culture that promotes success and employee retention. He is known for his belief in prioritizing employees over customers, which he argues leads to better service and customer satisfaction in the long run. Dylan's innovative approaches and dedication to best practices in the construction industry make him a thought leader in his field.

Charlie Leichtweis is the founder of Experts in How LLC, a business consultancy focused on family businesses and helping them create successful legacies. With over 40 years of experience, Charlie has served as a C-suite executive, advisor, and board member for numerous family-owned businesses. He is also the author of two books, 'The Power of Respect in Business' and 'The Power of Legacy,' which provide insights into leadership and the unique challenges of family businesses. His extensive experience makes him an expert in guiding family businesses towards sustainable success.SHOW SUMMARY In this episode of the Disruptive Successor podcast, Jonathan Goldhill is joined by Charlie Leichtweis, founder of Experts in How LLC, about the intricacies of family business succession and legacy. They discuss the importance of generational engagement, governance, and the challenges and conflicts that arise in family businesses. Charlie shares his extensive experience working with family-owned businesses and his insights from over 40 years of advisory and executive roles. They also touch on the significance of understanding the family business legacy, the need for effective communication, and respect within the decision-making processes. The episode highlights lessons from Charlie's books, 'The Power of Respect in Business' and 'The Power of Legacy.' Charlie emphasizes the interconnectedness of succession planning and family dynamics and offers guidance on fostering a successful legacy in family businesses.KEY TAKEAWAYSImportance of Family Legacy: Understanding and preserving family legacy can prevent conflict and guide business sustainability.Generational Engagement: Early and continuous engagement of all family members fosters better relationships and smoother succession.Governance Structures: Effective governance, with a separation between family council and board of directors, aids in informed decision-making.Conflict Resolution: Addressing and resolving conflicts through respect, trust, and communication is crucial.Leadership and Succession: Clear processes for leadership development and succession planning help mitigate family disputes.Purpose and Values Alignment: Articulating and aligning family and business values ensures coherent decision-making.QUOTES"Family legacy is related to family values and their understanding of what their purpose is and how to carry that forward." - Charlie Leichtweis"Less than 3 percent of families make it to generation 4." - Charlie Leichtweis"Respect builds trust, trust builds relationships, and relationships are the key to leadership." - Charlie LeichtweisConnect and learn more about Charlie Leichtweis.https://www.linkedin.com/in/charlesleichtweis/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

Christopher Morrison is the co-founder and CEO of TeamDynamics, a groundbreaking platform that redefines team collaboration by focusing on team dynamics rather than individual personalities. With a background at leading consulting firms like McKinsey and a successful track record in tech startups, Christopher brings a wealth of experience in organizational psychology and team performance. His innovative approach has helped companies like Meta, Splunk, and Hilton optimize their team effectiveness, making him a sought-after expert in the field.SHOW SUMMARY In this episode of the Disruptive Successor podcast, Jonathan Goldhill is joined by Christopher Morrison, co-founder and CEO of Team Dynamics, who shares his journey from consulting at McKinsey to pioneering a platform that enhances team dynamics. The discussion emphasizes the importance of understanding team behaviors, leveraging smart frameworks for optimal performance, and the value of leadership buy-in and cultural cohesion in achieving business success. Christopher also elaborates on his tool, Team Dynamics, which provides actionable insights into team interactions, and contrasts it with traditional individual-focused assessments. The episode wraps up with practical advice on implementing these innovative tools for improved team effectiveness.KEY TAKEAWAYSTeam Dynamics Concept: The platform measures and categorizes team behaviors to enhance collaboration and productivity.Framework Dimensions: TeamDynamics uses four dimensions: Communicating, Processing, Deciding, and Executing, to assess and improve team interactions.Leadership Buy-in Essential: Successful implementation requires leadership support, clear narrative, understanding of frameworks, and integrating these practices into daily workflow.Addressing Skepticism: Overcoming resistance involves demonstrating the actual impact of these tools on team performance.Professional & End Users: The product is used by both consultants and organizational leaders across various industries.QUOTES• 'One of the primary challenges in family businesses is fostering effective teamwork and collaboration.'• 'Knowing when you've put enough in the problem isn't the organization and its investment in that individual. The problem is that individual.'• 'What defines good leadership a lot of the time is ownership and accountability as the leader around your performance and buy-in of the team members that you're leading.'• 'There is no single best way for a team to work together. It's a function of who's on the team, what the team is tasked with, and the broader organizational context.'• 'High performing teams know how they prefer to work and know when it's time to flex outside their comfort zone.'• 'One of the most important leadership qualities, which is chronically under emphasized, is flexibility.'• 'Once you start to see the impact, then a lot of that skepticism starts to fall away.'• 'In the cases where the answer is no, then your responsibility as a leader is to make a change and to take your team in a different direction.' Connect and learn more about Christopher Morrison and his company.https://www.teamdynamics.io/contactIf you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

Kelly Finnell is a leading expert in Employee Stock Ownership Plans (ESOPs) with over 40 years of experience. As one of the nation's premier ESOP consultants, Kelly has designed and executed numerous ESOPs and has shared his expertise at more than 300 conferences and meetings globally, including in London and Sydney.In 2010, Kelly authored "The ESOP Coach: Using ESOPs in Ownership Succession Planning," the most comprehensive guide on ESOPs available today. He has also published numerous articles on the subject, further establishing his authority in ownership succession planning.Kelly's firm, Executive Financial Services, established in 1981 and based in Memphis, Tennessee, is dedicated exclusively to ESOPs. With a highly qualified team, they have successfully executed transactions in 38 cities across 19 states, focusing solely on ESOPs.SHOW SUMMARY In this episode of the Disruptive Successor podcast, host Jonathan Goldhill is joined by Kelly Finnell, a leading ESOP consultant, to discuss the intricacies and benefits of Employee Stock Ownership Plans (ESOPs) as an effective business succession strategy. Kelly provides insights into how ESOPs function, their tax benefits, the impact on company culture, and the feasibility for various business types. He also addresses common myths and concerns related to ESOPs, offering real-world examples and case studies. This episode aims to provide next-generation leaders and entrepreneurs with valuable information on leveraging ESOPs for successful business transitions while fostering employee ownership.KEY TAKEAWAYSIntroduction to ESOPs: An Employee Stock Ownership Plan (ESOP) is a form of retirement plan that invests primarily in the stock of the sponsoring employer, providing both an exit strategy for business owners and benefits to employees.Target Companies: ESOPs are ideal for small to mid-sized companies with stable and predictable revenues, typically with at least $2 million in EBITDA. They are particularly beneficial for professional services firms.Tax Benefits: Significant tax advantages exist for both the selling owner (potential deferral or elimination of capital gains taxes) and the company (operating tax-free if it's an S corporation).Financing ESOPs: The ESOP is fully financed by the company, not by the employees, making it possible for employees to become owners without needing to invest their own money.Ownership Culture: ESOPs promote an ownership culture within the company, aligning employees' interests with the company's success, which can lead to increased productivity and motivation.Succession Planning: ESOPs can be used effectively in family businesses to manage generational transitions, ensuring fair distribution of the estate among family members.Feasibility and Implementation: The process begins with a feasibility study to evaluate the potential outcomes and involves significant communication and education efforts to ensure employee buy-in and understanding.QUOTES"ESOP solves that problem: it is entirely financed by the company. The employees don't come out of pocket with any money. It's a benefit plan for them, not an investment plan.""I always tell business owners that the best candidate for an ESOP is a company where the owner comes in late, takes a long lunch, and leaves early.""You have to have a strong successor management team.""The reason the ESOP outperforms is because with an ESOP, you're getting a leveraged rate of return on the employee's accounts.""If a business owner sells to private equity, the way the government would look at that is you have a rich person selling to other rich people."Connect and learn more about Kelly Finnell.LinkedIn: https://www.linkedin.com/in/esopcoach/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

Dr. Kimberly Wagner is a licensed psychologist and performance coach with over a decade of experience working with elite athletes and business professionals, including Major League Baseball players. She conducted a study on the mental skills and characteristics that enhance performance in Major League Baseball players, which led to the development of her online course, Believe It, Achieve It. Dr. Wagner is dedicated to helping individuals overcome mental blocks and cultivate a winning mindset for success in their careers.SHOW SUMMARY In this episode of the Disruptive Successor podcast, host Jonathan Goldhill is joined by Dr. Kimberly Wagner. Dr. Wagner shares insights from her research on peak performance and the crucial mental skills that set top performers apart. She highlights key characteristics such as mental toughness, confidence, work ethic, and effective stress management, emphasizing the importance of mindset in achieving success. Dr. Wagner discusses how these skills apply not only to elite athletes but also to professionals in all disciplines, offering practical strategies for personal and professional development.KEY TAKEAWAYSMental skills like confidence, resilience, and focus are crucial for peak performance in sports, business, and life.Effective communication, leadership adaptability, and maintaining a positive attitude are essential for success in various roles.Developing a strong mindset, managing expectations, and learning to overcome self-doubt are key factors in personal and professional growth.The Believe It, Achieve It online course combines research-based insights with practical exercises to help individuals overcome mental blocks and achieve their full potential.Confidence can be learned and cultivated through positive self-talk, rationalizing thoughts, and internalizing self-belief for enhanced performance.QUOTES"If you're not confident in yourself, then no one else will be confident in you.""A person could be very self-confident on the outside, but always feel like the least successful person on the inside.""Leaders are not always born; there are different leadership styles that can be adapted to individual employees.""Communication and work-life balance are critical skills that contribute to success in various roles.""80 to 90% of performance at the elite level is mental, emphasizing the significance of mindset in achieving success."Connect and learn more about Dr. Kimberly Wagner.LinkedIn: https://www.linkedin.com/in/kimberly-wagner-psy-d-9098b263/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

Doug Baumoel is the founder of Continuity Family Business Consulting and a renowned expert in managing conflict within family enterprises. With over 25 years of experience, Doug has developed a unique systems approach to resolving deep-seated family disputes. He is the co-author of the influential book "Deconstructing Conflict: Understanding Family Business, Shared Wealth and Power," which he wrote with Blair Trippe. Doug's work focuses on addressing identity-based conflicts and historical impasses, providing families with the tools and strategies needed for long-term harmony and business success.SHOW SUMMARY In this episode of the Disruptive Successor podcast, host Jonathan Goldhill welcomes Doug Baumoel, founder of Continuity Family Business Consulting. Doug discusses his groundbreaking work in managing conflict within family businesses, drawing on over 25 years of experience and his unique systems approach. He delves into the origins of his conflict equation, the importance of understanding identity-based conflicts, and effective methods for resolving deep-seated family disputes. Along the way, Doug shares insights from his book, "Deconstructing Conflict: Understanding Family Business, Shared Wealth and Power," co-authored with Blair Trippe.KEY TAKEAWAYSUnderstanding Identity-Based Conflict: Conflict in family businesses often goes beyond financial disputes and touches on deep-seated identity issues. Recognizing this can help in addressing the core of the conflict.The Conflict Equation: Doug's methodology breaks down conflicts into opposing goals, incompatible values, and historical impasses, each requiring different approaches for resolution.Forgiveness and Releasing Blame: Genuine conflict resolution often involves a process of forgiveness and releasing blame, which can be structured and methodical.Historical Impasses: Addressing past grievances and historical conflicts within the family is crucial for long-term harmony and business success.Empathy and Understanding: Building empathy and understanding between family members can lead to better accommodation of differing values and smoother conflict resolution.QUOTES"Conflict in Family Enterprise has more in common with religious, political, and ethnic conflicts than with civil disputes.""When your identity is threatened, your rational thinking gets hijacked, and you behave emotionally.""Forgiveness is not a simple act; it's a process that requires understanding, empathy, and sometimes a structured approach."Connect and learn more about Doug Baumoel.LinkedIn: https://www.linkedin.com/in/dougbaumoel/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

Known as “the coach for coaches”, Mark Scherer has had the pleasure of working with thousands of individuals, including executives, entrepreneurs, healthcare professionals, coaches, and leaders - enabling them to navigate the most challenging personal chapters of their lives. As a certified business mentor, Mark applies his many modalities to help businesses, groups, families, and individuals identify, clarify, align, and implement their highest visions. He has distilled his decades of experience into a unique framework called the Quantum Leap Technique, which transforms challenges into gains in a matter of minutes. Mark is a straight-shooting Texas farm boy who loves to spark major breakthroughs when the chips are down. SHOW SUMMARY In this episode of the Disruptive Successor podcast, host Jonathan Goldhill is joined by Mark Scherer, founder and CEO of Encompass Life, a life coaching and leadership development academy. Mark shares insights about his unique framework, the Quantum Leap Technique, which transforms challenges into gains in minutes. From assisting clients in overcoming self-sabotages to achieving exponential business growth, Mark distills decades of experience into transformative mentorship. Throughout the conversation, he emphasizes the importance of aligning internal motivations with business goals, breaking through familiar patterns, and finding fulfillment beyond financial success. The discussion offers valuable strategies and methodologies for business owners and leaders to achieve breakthrough results.KEY TAKEAWAYSThe Importance of Inner Alignment: Understanding how internal states and belief systems influence external business results.The Quantum Leap Technique: How this framework helps individuals and businesses achieve rapid and significant growth.Overcoming Self-Sabotage: Identifying and eliminating patterns of shame, blame, guilt, and hate that hinder success.Manifesting from Abundance: The difference between manifesting from a place of want versus already having.Transformational Outcomes: The role of spiritual and quantum principles in achieving personal and professional breakthroughs.QUOTES"Whatever somebody says about life is a relationship to God. Some people don't like talking about God, but whatever, somebody will say, Oh, I really love God. I really love, whatever. And how's your life going? my life sucks. I don't have enough money. My kids and I are fighting, blah, blah, blah. all this. All these things, and I'm going, you said you loved God, you said that you hate these things in your life. You're talking out of both sides of your mouth, folks. You gotta have, you gotta find that alignment. you gotta find that alignment there. And when somebody really changes their relationship to life, what I've found here is that all areas of their life change simultaneously and exponentially.""When a trauma occurs as a kid, the person creates a lot of it. I am not making statements to survive that trauma. I can't do anything right, and they surround that trauma with a whole bunch of not statements, N. O. T. statements, and once they create an N. O. T. statement, one of the side effects of that, or one of the effects of that, is the person has a high level of anxiety.""Before you even identify what it is, you give yourself of having the feeling of having something great first, before you ever even name what it is, you can't even begin to name what it is you really desire when you're in a state of sympathetic nervous system, when you're in a fight or flight.""So I started doing everything based on what I loved. It took me a while to acclimate my body into believing that I could do that. As weird as that, as weird as that may sound."Connect and learn more about Mark Scherer.LinkedIn: https://www.linkedin.com/in/encompasslife/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

R. Adam Smith is a global veteran in family enterprise, mergers, and alternative assets. As a LinkedIn Top Voice and seasoned board member of 10x companies, he brings extensive expertise in family business dynamics. With a background at Salomon Brothers and education from Columbia Business School, he has led billion-dollar private equity deals and is a respected expert speaker featured on the Family Business Audiocast.SHOW SUMMARY In this episode of the Disruptive Successor podcast, host Jonathan Goldhill welcomes R. Adam Smith, a veteran strategic advisor and expert in family offices and enterprises. The discussion covers the complexities and unique dynamics of family businesses, from governance and succession planning to fostering resilience and balancing family values with business objectives. They explore the importance of transparency, the role of external advisors, and the necessity for effective governance structures. Smith also shares insights on managing conflicts, the significance of aligning family legacy with strategic goals, and the evolving role of next-generation leaders in family businesses. This episode is a must-listen for anyone involved in family enterprises wanting to navigate the intricate landscape of maintaining family harmony while driving business success.KEY TAKEAWAYSExploration of Family Business Dynamics: The episode delves into the complexities and unique dynamics of family businesses, highlighting their distinct challenges and opportunities.Emphasis on Transparency: Throughout the discussion, there is a strong emphasis on the importance of transparency within family businesses. Transparent communication is highlighted as a cornerstone for fostering trust and effective decision-making among family members and stakeholders.Role of External Advisors: Smith and Goldhill discuss the pivotal role that external advisors play in guiding family businesses. These advisors bring objective perspectives and specialized knowledge that complement the internal dynamics of family leadership.Alignment of Family Legacy and Strategic Goals: One of the central themes is the alignment of family legacy with strategic business goals. Smith underscores the importance of integrating the family's heritage, values, and long-term vision into the overarching business strategy.Evolution of Next-Generation Leadership: The evolving role of next-generation leaders within family enterprises is discussed, highlighting the challenges and opportunities they face in continuing and innovating upon the family legacy.QUOTES"We definitely know what's best practices because we've read the book, studied it, seen it in practice, and know it works.""Raise equity, raise debt, buy things, sell things, refinance, build governance, build a legacy, build human capital, hire executive recruiters, build a brand, make an impact.""I think that when I think of resilience, there are a lot of factors that weigh in. I think that people have to think in terms of doing a SWOT analysis."Connect and learn more about R. Adam Smith.LinkedIn: https://www.linkedin.com/in/radamsmith/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

Scott Snider is a recognized expert in family business dynamics and the CEO of Exit Planning Institute (EPI), where he leads efforts to educate advisors and business owners on succession planning and value acceleration strategies. With a background in finance and a passion for helping businesses navigate leadership transitions and maximize their value, Scott is dedicated to providing practical insights and methodologies through EPI's training programs and resources. His work, alongside industry leaders like Jonathan Goldhill, focuses on addressing the unique challenges of generational transitions, disruptive successors, and adapting businesses in response to challenges like the COVID-19 pandemic, making him a sought-after speaker and consultant in the field of family business advisory.SHOW SUMMARYIn this episode of Disruptive Successor, Jonathan Goldhill Jonathan Goldhill welcomes back Scott Snider, President of the Exit Planning Institute (EPI). Scott shares his journey from exiting his first business to leading a family-run institute that educates advisors on exit planning. The discussion dives into the significance of exit planning, challenges in running family businesses, and the impact of EPI's value acceleration methodology. Learn how Scott and his team navigated pandemic-related hurdles, the importance of strategic planning, and future goals for EPI. This episode is packed with insights for next-generation leaders, family business owners, and entrepreneurs interested in succession planning and maximizing business value.KEY TAKEAWAYSValue Acceleration Methodology: Understanding the importance of aligning business, personal, and financial goals to create a significant and valuable company.Transitioning Leadership: Insights into the challenges and strategies for successfully transitioning leadership within a family business.Impact of COVID-19: How EPI pivoted from in-person to virtual training during the pandemic and what it taught about resilience and adaptability.Generational Shifts: Observations on how different generations approach exit planning and the implications for advisors and business owners.Communication and Decentralization: The critical role of regular communication and the need to decentralize control to empower the next generation of leaders.QUOTES"We all know that what got us here isn't going to get us there.""Value acceleration is about blending business, personal, and financial goals for long-term significance.""The pandemic forced us to pivot quickly, and it showed us the strength of our team and the importance of being adaptable.""Regular communication is absolutely critical in a family business, especially during leadership transitions.""Different generations have different approaches to exit planning, and it's important to understand these shifts to better serve business owners."Connect and learn more about Scott Snider.LinkedIn: https://www.linkedin.com/in/scott-snider-epi/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

Shelley Hoss, Chief Executive Officer at Orange County Community Foundation, brings over 38 years of leadership in philanthropic organizations to the discussion. She offers deep insights into the transformative role of community foundations in integrating philanthropy into business models. Shelley highlights how such integration not only enhances community engagement, reputation, and customer loyalty but also boosts employee satisfaction. She delves into practical strategies for engaging younger generations in philanthropy and shares the personal fulfillment that comes from making a meaningful impact.Drew Hoeven, Chairman and Chief Investment Officer of Westport Properties, shares his family's inspiring journey of blending business success with purposeful philanthropy. He discusses the strategic advantages of charitable giving, including tax benefits, and emphasizes the importance of aligning corporate values with philanthropic efforts. Drew's perspective underscores how businesses can drive positive social change while achieving sustainable growth.SHOW SUMMARYIn this episode of Disruptive Successor, host Jonathan Goldhill explores the power of strategic philanthropy and its multiple benefits with guests Shelley Hoss, a 38-year leader in philanthropic organizations, and Drew Hoeven, Chairman and Chief Investment Officer of Westport Properties. They discuss how integrating philanthropy into business models can increase community engagement, reputation, employee satisfaction, and customer loyalty. The episode also highlights the tax advantages of charitable giving, the personal rewards of making a difference, and strategies for involving younger generations in giving. Shelley explains the role of community foundations, and Drew shares his family's journey in combining business success with impactful philanthropy.KEY TAKEAWAYSStrategic Integration of Philanthropy: Shelly Hoss and Drew Hoeven emphasize the transformative impact of integrating philanthropy into business models. This approach not only enhances community engagement but also strengthens reputation, increases employee satisfaction, and fosters customer loyalty.Personal Fulfillment and Legacy: The episode underscores the personal rewards of making a difference through philanthropy. Drew Hoeven shares his family's journey, illustrating how businesses can align success with meaningful social impact to leave a lasting legacy.Tax Advantages and Strategic Giving: Discussions highlight the strategic advantages of charitable giving, including tax benefits. Understanding these incentives can empower businesses to optimize their philanthropic efforts while achieving financial goals.Engaging the Next Generation: Strategies for involving younger generations in philanthropy emerge as a crucial theme. Shelley Hoss explores effective methods for cultivating a philanthropic mindset among the next generation, ensuring continuity and sustainability in charitable endeavors.Business Culture and Social Responsibility: Integrating philanthropy into business culture emerges as a strategic imperative. By embedding social responsibility into core values, businesses can achieve both financial success and meaningful societal contributions.QUOTES"This is all part of a whole integrated approach to life, business, and personal life. And philanthropy can be this amazing bridge to help next-gen leaders bring their business forward, take advantage of all the benefits that you outlined, but also to feel a greater sense of integrity with how they want to be leading their companies.""I think a lot of the younger generation, when they're looking to apply for companies, if you don't have that piece, they're going to move on... It's a big part of company culture and ours in particular.""Encouraging employees to volunteer their time for community service and organizing group volunteer activities... It attracts candidates who come and say, 'I want to work for your company because of who you are and what you do in the community.'""There are so many reasons to give, and there are so many benefits to it. Not the least of which is the psychic benefit, the emotional benefit, call it what you will, that you get from participating and doing something that can really have an impact in your community." Connect and learn more about our guests: Shelly Hoss' LinkedIn: https://www.linkedin.com/in/shelley-hoss-1233a711/Drew Hoeven's LinkedIn: https://www.linkedin.com/in/drew-hoeven-0669691/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

Andrew Hartman, is a seasoned professional with over two decades of experience in marketing tech firms and software startups. Specializing in time management and strategic prioritization, Andrew developed the Time Boss Model to help individuals achieve their goals without compromising their mental health. After experiencing burnout and significant stress early in their career, Andrew transformed their approach to work, learning how to manage their time effectively and reduce anxiety. This led to the creation of the Time Boss Model, a framework built from 15 years of experimentation and learning, designed to maintain a sustainable work pace while making substantial progress on key priorities.Currently serving as a Fractional COO, Andrew also coaches business leaders and high-level professionals on optimizing their time and maintaining their well-being. Their unique approach blends practical strategies with a focus on mental health, empowering others to close their workday stress-free and maintain a deep sense of peace.SHOW SUMMARYIn this episode of Disruptive Successor, host Jonathan Goldhill welcomes Andrew Hartman, founder of Time Boss, to discuss effective time management strategies for leaders. Andrew shares his journey from burnout to creating Time Boss, a system that helps individuals and teams optimize their relationship with time, reduce stress, and enhance productivity. He emphasizes prioritizing tasks, setting boundaries, and establishing habits that support focused work. Key topics include the pitfalls of multitasking, the benefits of the Pomodoro technique, and methods for achieving work-life balance.KEY TAKEAWAYSFocus on Time Management and Productivity: The episode centers on strategies for effective time management and productivity enhancement.Guest Introduction: Andrew Hartman, founder of Time Boss, shares his personal journey from experiencing burnout to developing a system to help business leaders manage their time more efficiently.Importance of Establishing Habits: Andrew emphasizes the significance of establishing positive habits to optimize productivity and maintain work-life balance.Understanding Capacity: Andrew discusses the importance of understanding one's capacity and avoiding multitasking to enhance productivity.Strategic Prioritization: Strategies such as the Pomodoro method and the Pareto principle are highlighted as effective tools for prioritizing tasks and managing stress.Clarity and Planning: The episode underscores the importance of clarity, proper planning, and setting boundaries to ensure sustainable success in both personal and professional life.QUOTES“We all know that what got us here, isn't going to get us there.” “You cannot manage all the things in your head at the same time, you have to be able to get them out in front of you into a system where you can see them.”“Being thoughtful always of how am I setting up my future self to really have the life that they want? I think it comes down to the decisions we make today.”“A one-degree positive course correction can mean lift off. A one-degree negative course correction or a lack of course correction can drive you into the ground over time.”Connect and learn more about our guest, Andrew Hartman. LinkedIn: https://www.linkedin.com/in/andrewhartman/Time Boss website: https://www.timeboss.us/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

Nikki Rausch, founder of Sales Maven, is a renowned sales expert, author, and speaker specializing in neuro-linguistic programming (NLP) to enhance sales conversations and strategies. With over 25 years of experience in sales and sales training, Nikki helps entrepreneurs and business leaders improve their communication skills, build authentic relationships, and achieve higher sales success through her proven, rapport-building techniques. Her unique approach to sales blends psychology and practical tactics, empowering individuals to confidently and effectively close deals while maintaining genuine connections with their clients.SHOW SUMMARYIn this episode of The Disruptive Successor Show, Jonathan Goldhill is joined by Nikki Rauch, CEO of Sales Maven, to discuss transformative sales techniques. Nikki shares her insights on effective communication, neuro-linguistic programming, and the significant difference between 'cat calling' and 'dog calling' techniques in creating curiosity. She breaks down her 'Selling Staircase' framework into five actionable steps: Introduction, Create Curiosity, Discovery, Proposal, and Close. The conversation delves into how Nikki's methods ensure authentic, client-centered sales interactions. Learn how these practices can be adapted for better communication within family businesses and entrepreneurial environments.KEY TAKEAWAYSIntroduction to NLP: Understand the basics of Neuro-Linguistic Programming and its application in improving sales and communication.Five Steps of the Selling Staircase: Learn the structured approach to sales that can be adapted to different contexts and industries.Importance of First Impressions: Discover strategies for making a powerful and positive first impression in sales conversations.Matching and Mirroring Techniques: Explore how adjusting your communication style to match your client's can build rapport and ease conversations.Motivational Traits in Sales: Gain insights into recognizing and leveraging towards and away from motivational strategies in your sales approach.Practical Applications: Real-world examples and tips on how to apply these techniques in everyday interactions to improve relationships and sales outcomes.QUOTES"Sales is something you do with another person, not to another person.""When you can learn how to communicate in a way that is comfortable for the other person, then conversations get easier.""Understanding your client's motivational traits can help you tailor your approach to meet their needs effectively.""The selling staircase is a structure that allows your personality and relationship with the client to shine through while following a proven path to success."Connect and learn more about our guest, Nikki Rausch.https://www.linkedin.com/in/nicolerausch/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

Steve Hasty is a dynamic second-generation family business owner and entrepreneur, currently serving as the president and owner of Hasty Awards, a leading company in the awards industry. With over 30 years of experience, Steve has significantly expanded the business, diversifying its product offerings and transforming it into a major player in the market. Beyond his primary business, he co-owns Swimming World, where his strategic leadership has enhanced the company's influence within the swimming community. Demonstrating his entrepreneurial versatility, Steve also holds a majority stake in Smarter Paw, an award-winning pet products company. His commitment to community development and passion for sports governance further underscore his multifaceted career.SHOW SUMMARYIn this episode of The Disruptive Successor Show, Jonathan Goldhill features Steve Hasty, a second-generation family business leader and owner of Hasty Awards. Steve shares his journey from university student to business owner, elucidating the challenges and successes involved in transitioning leadership from his parents. He discusses his strategic innovations, including the introduction of technology and significant business expansions. The conversation further explores Steve's involvement in Swimming World Magazine and SmarterPaw, highlighting his entrepreneurial spirit across diverse industries. Listeners gain insights into managing family business dynamics, fostering employee loyalty, and identifying future opportunities in the sports sector.KEY TAKEAWAYSGenerational Transition: Steve's experience highlights the importance of smooth power transitions within family businesses, emphasizing the balance between respecting legacy and embracing innovation.Embracing Technology: The integration of technology was crucial in expanding Hasty Awards' product offerings and improving efficiency, demonstrating the necessity of modernization in business growth.Crisis Management: Navigating through the COVID-19 pandemic, Steve's strategy of investing in equipment and modernizing operations underscores the importance of resilience and adaptability in business.Leadership and Mentorship: The value of gaining external work experience before joining a family business is evident in how Steve's children were prepared for leadership roles, ensuring they brought valuable skills and perspectives.Diverse Ventures: Steve's involvement in various ventures, including Swimming World magazine and Smarter Paw, illustrates the benefits of diversifying interests and leveraging expertise across industries.QUOTES"We were really still all on the same team, whoever was at the head of the company didn't matter.""We took that whole period of time [COVID-19] and invested in our equipment, modernizing, and getting ready for the push we felt would ultimately come.""It's tough being a dad and boss, but I wanted my kids to understand the value of working for someone else before joining the family business.""Connecting kids with trainers and workout routines via their phones is where I see the biggest opportunity now in the sports sector."For more details on Steve's professional activities, you might want to visit the Hasty Awards website: https://www.hastyawards.com/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

Jon Bassford is a visionary entrepreneur and operations professional who thrives on creating and driving change. As the Founder and CEO of Lateral Solutions, an operations management company, our guest specializes in helping organizations achieve growth through streamlined and effective operations.In the entrepreneurial and business world, "10X" is a popular buzzword. However, it's impossible to 10X your business if you're bogged down by daily operational details instead of focusing on growth and strategy. Our guest's expertise lies in transforming organizational operations to foster efficiency and effectiveness, paving the way for substantial growth and success.SHOW SUMMARYIn this episode of Disruptive Successor, host Jonathan Goldhill sits down with Jon Bassford, focusing on operations management for entrepreneurs and family businesses. It covers the importance of getting operations right to create efficiencies and foster growth by moving beyond the do-it-yourself mentality. Bassford shares insights from his journey from law school to becoming a visionary entrepreneur and operations professional. The discussion also delves into the challenges of adopting new technologies and the need for a mentality shift towards open-mindedness and curiosity. Additionally, the concept of letting go for growth and success in business transitions is explored, emphasizing the importance of operational efficiency, compliance, and the role of a fractional COO in achieving scalable success.KEY TAKEAWAYSImportance of Operational Efficiency: Effective operations are crucial for creating efficiencies and fostering business growth. Moving beyond the do-it-yourself mentality is essential for scaling and success.Insights from Jon Bassford's Journey: Bassford shares his unique path from law school to becoming a visionary entrepreneur and operations professional. His experiences highlight the importance of strategic operational management in driving business success.Challenges of Adopting New Technologies: The episode delves into the difficulties businesses face when integrating new technologies. A shift towards open-mindedness and curiosity is necessary to overcome these challenges.Letting Go for Growth: The discussion emphasizes the concept of letting go for growth and success, especially in business transitions. Operational efficiency and compliance play key roles in this process.QUOTES“We all know that what got us here isn't going to get us there.”“Our proven practices challenge business owners to think differently about their business and how they're running it and quite literally become game changers in our clients' companies.”“The concept is you know that the more I do myself, the more money there is going to be for my business and my family.”“Letting go is about understanding. It's about the work you put into it and letting the results happen. The more that you try to push and make things happen, the more resistance you get back.”Connect and learn more about Jon Bassford. https://www.linkedin.com/in/jonbassford/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

Steven Wilkinson is a seasoned advisor with 35 years of experience in investing and company leadership, specializing in guiding owner managers of mid-market companies through transitions and growth phases. Based in Ireland, Steven brings a unique perspective rooted in his background working at the intersection of finance and entrepreneurship, particularly in Germany's Mittelstand sector. With a deep understanding of financials and various business models, Steven is known for his holistic approach to advising, prioritizing strategic visioning, financial integrity, and governance. His insights into the symbiotic relationship between ethical business practices and prosperity make him a sought-after mentor for entrepreneurs aiming to achieve sustainable success.SHOW SUMMARYIn this episode of The Disruptive Successor Show, Jonathan Goldhill features returning guest Steven Wilkinson, exploring strategies for next-generation leaders in family businesses and entrepreneurs aiming to disrupt and advance their industries. Jonathan introduces the podcast's focus on inspiration, advice, and resources for entrepreneurial leaders seeking impact. The episode delves into Steven's background and the ethos behind his company, Good and Prosper Limited, highlighting the synergy between being good in businesses and achieving prosperity. Through discussions around financials, business models, and strategic planning, Steven shares insights into improving a business's margin structure, differentiating pricing strategies, and the essential mindset shifts necessary for success. The conversation also touches upon the importance of preparing for economic cycles and the potential impacts of global and political changes on small and medium-sized businesses. Additionally, Steven emphasizes the significance of mental preparation and risk management ahead of economic downturns, offering practical advice for business positioning during uncertain times.KEY TAKEAWAYSEthics vs. Prosperity: Steven challenges the misconception that being good in business and being prosperous are mutually exclusive, emphasizing the correlation between ethical conduct and financial success.Financial Mastery: Understanding the intricacies of the business model, including revenue streams, cost structures, and market dynamics, is essential for optimizing profitability and sustainability.Specialization and Differentiation: The top 10% of successful businesses excel through disciplined planning, specialization, and constant improvement, setting themselves apart from the competition.Owner Manager vs. Owner: Distinguishing between the roles of an owner manager, who predominantly operates as a manager, and an owner who strategically oversees the business, is crucial for effective leadership and long-term growth.Pricing Strategy: Rather than mirroring industry norms, businesses should adopt a proactive approach to pricing, recognizing their unique value proposition and avoiding the trap of pricing for failure.QUOTES"The choice between being good and being prosperous is a false dichotomy. The better you are, the more prosperous you'll become.""Success in business hinges on mastering the financial model, understanding market dynamics, and making intentional decisions for growth.""The top 10% achieve profitability not by accident but through disciplined planning and specialization.""Owner managers often spend the majority of their time as managers, neglecting their role as owners in strategic decision-making.""Pricing strategy is a key determinant of profitability; pricing for failure occurs when businesses fail to differentiate and understand their value proposition."Connect and learn more about Steven Wilkinson. https://www.linkedin.com/in/stevenknwilkinson/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

Madeline Miller, a seasoned executive coach and former attorney, brings a unique blend of experience and insight to her work. With a career spanning across diverse sectors and continents, from corporate law to entertainment, including a role as a production attorney on the James Bond franchise, Madeline has honed her ability to navigate uncertainty and achieve milestone successes. Fueled by her own quest for purpose and fulfillment, she founded Coaching with Madeline to empower rising leaders, particularly Gen Z and millennial men and women, in aligning their career choices with their values, developing interpersonal skills, and combating burnout. Through her AIR framework, Madeline helps individuals craft meaningful careers, navigate intergenerational workplaces, and cultivate impactful leadership styles.SHOW SUMMARYIn this episode of The Disruptive Successor Show, Jonathan Goldhill features career and leadership coach Madeline Miller, who specializes in making executive coaching more accessible and inclusive for Gen Z and millennial leaders. Madeline shares her journey from a career in law, including a role as a production attorney for the James Bond movie franchise, to founding Coaching with Madeline, where she helps young leaders align their work with their values, develop interpersonal skills, and build resilience. The discussion encompasses the differences between baby boomers, Gen X, millennials, and Gen Z in the workplace, focusing on the latter's higher expectations, need for purpose, financial insecurities, and unprecedented levels of burnout. Madeline introduces her AIR framework (Alignment, Influence & Impact, and Resilience) designed to guide young professionals in their leadership journeys. The episode also addresses the challenges of virtual communication, the importance of managing difficult conversations, and the benefits of group coaching for fostering a sense of community among younger employees. The conversation highlights the need for personalized coaching to help individuals navigate the complexities of modern work environments while preparing them to become emotionally resilient leaders.KEY TAKEAWAYSGenerational Differences: Understanding the distinct mindset and behaviors of Gen Z and millennials compared to previous generations.Alignment: Recognizing the importance of aligning personal values with career choices to combat misalignment burnout.Influence and Impact: Developing interpersonal skills, leadership profiles, and conflict resolution abilities to enhance recognition and effectiveness in the workplace.Assertiveness vs. Aggression: Exploring the nuanced differences between assertive communication and aggressive behavior, particularly relevant for younger professionals.Creating Psychological Safety: Building environments where employees feel empowered to voice concerns and navigate challenges without fear of reprisal.QUOTES"Misalignment burnout is one of the most common forms of burnout in the workplace.""Assessments are great, but personalized exploration often yields deeper insights.""Assertiveness isn't about aggression; it's about authentically using your voice.""Psychological safety fosters productivity by empowering employees to address deeper issues."Connect and learn more about Madeline Miller.Email: madeline@coachingwithmadeline.comWebsite: https://www.CoachingwithMadeline.com/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

Maryann G. Bell is a seasoned partner at Wingspan Legacy Partners, an esteemed family business advisory firm. With a wealth of experience garnered from her tenure at Goldman Sachs across New York, Boston, and London, coupled with her MBA from Harvard University, Maryann brings invaluable insights to the complexities of multi-generational family enterprises. As a philanthropic leader in Austin, Texas, and a governance authority chairing numerous boards, Maryann is dedicated to helping enterprising families navigate succession, governance, and legacy planning with clarity and strategic foresight.SHOW SUMMARYIn this episode of The Disruptive Successor Show, Jonathan Goldhill delves into the intricacies of having difficult conversations in family businesses, particularly regarding succession planning and ownership transfer. Joined by guest Maryann G. Bell, they explore the challenges, consequences, and strategies for effective communication within family enterprises.KEY TAKEAWAYSSuccession planning involves delicate discussions about authority, ownership, and financial matters, crucial for the sustainability of family businesses.Open communication and mutual understanding are essential to navigate through difficult topics such as succession, ownership, and financial planning.Advanced notice and framing the conversation with clear objectives can help set a positive tone and facilitate productive discussions.Neutral settings and active listening without distractions foster an environment conducive to meaningful dialogue.Facilitators or advisors can provide valuable support in navigating complex family dynamics and mediating challenging conversations.Establishing policies and procedures, such as buy-sell agreements, distribution policies, and family constitutions, can provide clarity and structure for succession planning and ownership transfer.QUOTES"Clarity is kindness when it comes to addressing difficult topics within family businesses.""Succession planning involves delicate discussions about authority, ownership, and financial matters, crucial for the sustainability of family businesses."Connect and learn more about Maryann G. Bell.https://www.linkedin.com/in/maryann-bell-1212074/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

Franco Perez is an innovative entrepreneur and the driving force behind Franco Mobile Homes. Growing up in a family with unstable housing, Franco was determined to create affordable housing solutions in Silicon Valley and beyond. He discovered the potential of mobile home parks and has since built a successful business focused on helping families transition from renting to mobile home ownership. Franco's goal is to provide a stepping stone for families to achieve financial security and ultimately purchase their own homes.SHOW SUMMARYIn this episode of The Disruptive Successor Show, Jonathan Goldhill interviews Franco Perez, the founder of Franco Mobile Homes. Franco shares his personal journey from experiencing housing instability to becoming a pioneer in affordable housing solutions. He discusses the misconceptions and stigmas associated with mobile homes and highlights the benefits of mobile home ownership. Franco explains how his company is reimagining mobile homes and converting old trailers into luxurious, modern homes. He also addresses the housing crisis and the importance of providing affordable housing options for middle-class families. Franco's passion for helping others and his commitment to creating positive change in the housing industry shines through in this inspiring conversation.KEY TAKEAWAYSFranco Perez's personal experience with housing instability inspired him to create affordable housing solutions.Mobile homes offer a more affordable option for families looking to transition from renting to homeownership.Mobile homes provide the benefits of homeownership, including tax breaks, appreciation, and the ability to build equity.Franco Mobile Homes is focused on rebranding and destigmatizing mobile homes through education and showcasing the modern, luxurious options available.The company is expanding its reach to other metro areas and partnering with construction companies to provide affordable housing solutions nationwide.QUOTES"Mobile homes are a perfect stepping stone and a beautiful place for people to start their wealth-building journey.""Mobile homes provide a more flexible and affordable option for middle-class families to enter the housing market and build financial security.""Our goal is to enable people in other areas to build affordable housing solutions by sharing our blueprints and partnering with construction companies."Connect and learn more about Franco Perez.https://www.linkedin.com/in/francotv/http://franco.tv/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

Jennifer Lee is a highly experienced financial expert and the founder of Modern Wealth, a Sarasota-based firm specializing in guiding individuals through significant life transitions. With over three decades of industry experience, Jennifer's approach is deeply rooted in understanding her clients' values and aspirations, translating financial resources into meaningful life goals. She particularly focuses on empowering women through life changes such as divorce, inheritance, and retirement planning, bridging the emotional and financial aspects seamlessly. Central to her philosophy is the concept of the "family love letter," facilitating communication of values, wishes, and financial plans to loved ones. Jennifer's accessible demeanor and unwavering commitment to client success make her a trusted advisor, whether through her book, podcasts, or personalized consultations, as she helps clients achieve financial well-being and leave a lasting legacy.SHOW SUMMARYIn this episode of The Disruptive Successor Show, Jonathan Goldhill delves into the intricate world of family businesses and financial planning with guest Jennifer Lee, founder of Modern Wealth. From her unique perspective as a successor in a family business, Jennifer shares insights on the emotional intersections of finance, family, and legacy. Key topics include the importance of communication, crafting a family love letter, and bridging generational transitions in wealth and business.KEY TAKEAWAYSNavigating Generational Transitions: Understanding the complexities of transitioning wealth and business ownership between generations, from succession planning to fostering communication.Emotional Intelligence in Financial Planning: Recognizing the emotional impact of financial events and leveraging emotional intelligence to guide clients through transitions.The Power of the Family Love Letter: Exploring the concept of the family love letter as a tool for communicating values, intentions, and financial plans to loved ones.Challenges Facing Women in Finance: Addressing the unique challenges women face in financial planning, from divorce to navigating family business dynamics.Building Trust and Connection: Establishing meaningful connections with clients by aligning financial strategies with personal values and goals.QUOTES"Money is just a tool. It's not something to fear. It's a tool to facilitate where you want to go.""It's never too late to get started today.""Opening the mind of the existing owner to the future and to different scenarios is key to bridging generational transitions.""The family love letter softens communication between family members and explains the intentions behind legal documents.""Succession planning isn't a 1+1=2 scenario. It requires ongoing discussions and strategic considerations." - Jonathan GoldhillConnect and learn more about Jennifer Lee.https://www.linkedin.com/in/jennifer-lee-awma%C2%AE-aif%C2%AE-1b5aa56/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

Gina Cotner is the founder and CEO of Athena Executive Services, a pioneering firm that pairs virtual executive assistants with busy entrepreneurs and executives across the United States. With over 15 years of experience working remotely on national and international teams, Gina brings a wealth of knowledge in optimizing productivity and streamlining operations. She has a passion for empowering her team members and fostering a culture of innovation within her organization.Dorian Zarbakhsh serves as the Operations Manager at Athena Executive Services, working closely with Gina in the process of succession planning and business development. As a member of the next generation, Dorian brings fresh perspectives and technological savvy to the table. With a background in coaching and personal development, Dorian is committed to guiding the company towards continued growth and success. Together with Gina, Dorian is navigating the challenges and opportunities of transitioning leadership from one generation to the next in a family business setting.SHOW SUMMARYIn this episode of The Disruptive Successor Show, Jonathan Goldhill delves into the complex world of succession planning in family businesses. He is joined by Gina Cotner and Dorian Zarbakhsh, CEO and operations manager respectively, of Athena Executive Services. Gina shares the origin story of her business and how Dorian, from a different generational perspective, is being groomed as her successor. They discuss the challenges and dynamics involved in passing the baton from one generation to the next, touching on conflicts, changes in technology, and the importance of trust and empowerment.KEY TAKEAWAYSSuccession planning in family businesses involves navigating generational differences and evolving business landscapes.Empowering the next generation involves giving them room to make discoveries and learn from mistakes.Trust and patience are essential in fostering growth and development within the business.The purpose of the business extends beyond financial success to include personal fulfillment and connection with purpose.Balancing tradition with innovation is crucial for sustained success in family enterprises.QUOTES"What got you here isn't going to get you there. You're going to need new tools, new technology, new people, new processes.""I believe and have experienced nine times out of ten, what they do is great. And when they do it, and they got the bandwidth given by me to do it, then they experience themselves as triumphant.""The purpose of the business is not to make money. The purpose of the business is to give you freedom in your life or to connect with your purpose."Connect and learn more about Gina Cotner.https://www.linkedin.com/in/athenaea/Connect and learn more about Dorian Zarbakhsh.https://www.linkedin.com/in/dorian-zarbakhsh/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

Jay Dixon is a dynamic entrepreneur and former athlete who has seamlessly transitioned his passion for sports into the world of business. With a background in football and a drive for success, Jay founded multiple successful companies and actively participated in numerous business transactions. His latest endeavor, SuccessCoach.com, stands as a testament to his commitment to helping athletes navigate the challenging transition from sports to entrepreneurship. Through his expertise and proven methodologies outlined in his book "After the Game," Jay empowers athletes to unlock their full potential in the business world, guiding them towards fulfilling and prosperous ventures. With a focus on mindset strategies and practical playbooks, Jay Dixon is revolutionizing the way former athletes approach their post-playing careers, inspiring them to achieve disruptive success in their entrepreneurial journeys.SHOW SUMMARYIn this episode of The Disruptive Successor Show, Jonathan Goldhill engages with Jay Dixon, a former athlete turned successful entrepreneur, to explore the dynamic intersection of sports and business. Jay shares his journey from the gridiron to the boardroom, discussing the challenges athletes face post-career and how they can leverage their unique skill set to excel in entrepreneurship. Through his expertise and insights, Jay provides actionable strategies outlined in his book "After the Game" to help athletes transition into the business world successfully.KEY TAKEAWAYSTransitioning from an athlete to an entrepreneur involves overcoming identity gaps and finding fulfillment beyond sports.Athletes possess valuable soft skills such as resilience, teamwork, and coachability that are transferable to business.Entrepreneurship through acquisition offers a pathway for athletes to leverage their mindset and network to acquire and operate successful businesses.Success in entrepreneurship requires a shift in mindset, embracing humility, coachability, and adaptability.Athletes can tap into financing opportunities and strategic partnerships to facilitate business acquisitions and growth.QUOTES"Athletics teaches valuable soft skills essential for business success, including resilience and teamwork.""Success in entrepreneurship hinges on embracing humility and being coachable, traits often honed in athletics.""Entrepreneurship through acquisition offers a strategic pathway for athletes to transition into business ownership and maximize their potential.""The key to successful business acquisition lies in identifying synergies and leveraging one's network and skill set.""The journey from athlete to entrepreneur requires a mindset shift and a willingness to embrace new challenges and opportunities."Connect and learn more about Jay Dixon.https://www.linkedin.com/in/jay-dixon-mergers-acquisitions-entrepreneur/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

Dan Whittaker, a seasoned CPA and entrepreneur with over 30 years of experience, stands at the intersection of financial expertise and family business insight. As the founder of Whitaker and Company, established in 1999, he has dedicated his career to helping family-owned and closely held businesses in the lower-middle market achieve financial success and build wealth. Growing up amidst entrepreneurial roots, Dan draws from personal experiences to guide clients in navigating the complexities of tax mitigation, financial reporting, and wealth creation. His strategic approach, deeply rooted in understanding diverse industries such as manufacturing, distribution, and high-tech enterprises, reflects a commitment to maximizing tax efficiencies and creating enduring financial success for his clients.SHOW SUMMARYIn this episode of The Disruptive Successor Show, Jonathan Goldhill sits down with Dan Whittaker, a seasoned CPA and entrepreneur, to explore the world of tax planning for family businesses. Discover the often-overlooked strategies that can significantly impact your bottom line and pave the way for long-term financial success. From income shifting to expense optimization, learn how to navigate the complexities of tax laws and create a proactive plan that stands the test of time.KEY TAKEAWAYSThe importance of starting tax planning early in the year to maximize available strategies.Understanding the four key buckets of tax strategies: income shifting, expense optimization, leveraging government bonuses, and creating tax-exempt income.Real-world case studies showcasing successful tax mitigation strategies, including cost segregation studies and R&D tax credits.The impact of family dynamics on succession planning and tax strategy implementation.Overcoming common challenges faced by family businesses in adopting proactive tax planning approaches.QUOTES"Taxes are somewhat of a controllable expense. When you legally reduce it, the savings over many years can be millions of dollars.""Implementing new tax strategies may require changes, but it's essential to see them as opportunities for growth and sustainability.""Start early, think strategically, and navigate the complexities of tax laws to pave the way for family business success."Connect and learn more about Dan Whittaker.https://www.linkedin.com/in/dan-whittaker-cpa-cepa-managing-partner-5b830/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

Justin White is the CEO of K&D Landscaping, a family business that he took over at the age of 25. Under his leadership, the company has experienced significant growth, expanding its revenues, profits, and enterprise value. Justin is also a coach and the founder of The JW Group, where he helps other entrepreneurs and business owners achieve their goals and find fulfillment in their work.SHOW SUMMARYIn this episode of The Disruptive Successor Show, Jonathan Goldhill interviews Justin White, CEO of K&D Landscaping and founder of The JW Group. Justin shares his journey of taking over his parents' business at a young age and his vision to grow the company to $30 million by 2030. He discusses the challenges he faced, including self-doubt and work-life balance, and the lessons he learned along the way. Justin also talks about the importance of dreaming big, believing in oneself, and continuous learning through reading. He highlights the game-changers in his life, including his wife, Lila, and the importance of surrounding oneself with smart people. Justin also discusses the water management department at K&D Landscaping and the Central Coast Water Summit, which aims to educate the community about water conservation. He emphasizes the need for offensive growth in the face of industry consolidation and the entry of private equity firms. Finally, Justin shares his journey as a coach and his passion for helping others achieve their goals and find fulfillment in their work.KEY TAKEAWAYSDream big and don't let anyone talk you down from your dreams.Believe in yourself, even when others don't.Read books to continuously learn and grow.Surround yourself with smart people and don't try to be the smartest person in the room.Understand your strengths and weaknesses and focus on doing what you love and are good at.QUOTES"Dream big and go for the gold.""Believe in yourself because you're stuck with yourself for the rest of your life.""Working hard only gets you so far. You've got to combine working hard with working smart.""Don't try to be the smartest person in the room. Surround yourself with smart people.""Defenses win games. Offenses win championships."Connect and learn more about Justin White.https://www.linkedin.com/in/justin-white-35b7a210b/https://www.kndlandscaping.com/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

Join Jonathan Goldhill in a riveting episode of Disruptive Successor as he delves into the intricate world of mergers and acquisitions with seasoned expert Kevin Berson. Uncover the common misconceptions, challenges, and success stories behind selling businesses, whether you're a family-owned enterprise or a thriving IT managed service provider. Gain valuable insights and strategic advice to navigate the M&A process effectively.KEY TAKEAWAYSM&A is not a quick process; it requires thorough preparation and can take around 9 months on average.The value of a business is not solely based on its potential but primarily on past performance.Buyers are interested in EBITDA, not just revenue, and a clear, accurate financial picture is essential.Choosing the right buyer is crucial – one who aligns with the company's values and culture.Successful M&A involves strategic planning, including transitioning to recurring revenue for added value.Family businesses face unique challenges, such as sibling conflicts and differing views on selling.QUOTES"Buyers are not paying for potential; they want to see how the business has performed in the past.""The process of selling a business is not a sprint; it's a marathon that requires meticulous preparation.""Your business won't trade on a multiple of revenue; it's the multiple of EBITDA that matters most.""Identifying the right buyer is like finding a life partner for your business – values and culture alignment are crucial.""Success in M&A involves strategic transformations, like transitioning to recurring revenue for increased valuation.""Family businesses often face unique challenges, from underpaid family members to disagreements on the next chapter."Connect and learn more about Kevin Berson.https://www.linkedin.com/in/kberson/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

In this episode of the Disruptive Successor, Jonathan Goldhill and Les O'Hara delve into the essential elements of entrepreneurial success, focusing on mastering time management and leveraging automation tools for business growth. Les shares his journey as a serial entrepreneur and the pivotal role of financial education, marketing, and CRM systems in scaling businesses. Discover how prioritizing tasks and delegating effectively can unlock significant potential for business owners.KEY TAKEAWAYSFinancial Education: Implementing sound financial practices and understanding key metrics is essential for business growth.Marketing Strategy: Building a strong brand image and effective messaging can significantly impact customer acquisition and retention.CRM Automation: Utilizing CRM systems streamlines operations, enhances customer interactions, and boosts sales productivity.Time Management: Structuring time effectively and prioritizing tasks according to their impact can maximize productivity and business growth.Delegation and Leadership: Delegating non-core tasks and focusing on high-value activities enables entrepreneurs to scale their businesses efficiently.QUOTES"Nothing happens until someone sells something. Selling is essential for communicating value and driving business growth.""The fortune is in the follow-up. Automation enables consistent and personalized follow-up, fostering strong customer relationships.""Mastering time management is a game changer for entrepreneurs, allowing them to focus on high-impact activities and drive business success."Connect and learn more about Les O'Hara.https://www.linkedin.com/in/lesohara/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

In this episode of the Disruptive Successor, Jonathan Goldhill engages in a dynamic conversation with Cody Schneider, an entrepreneur and digital marketer, exploring the journey from traditional family businesses to disruptive digital marketing strategies. Cody shares his experiences transitioning from unsexy industries to creating AI tools for content marketing, highlighting the power of educational content and leveraging digital platforms for exponential growth. From revitalizing local businesses to scaling startups, listeners gain insights into navigating marketing evolution and maximizing impact in today's dynamic landscape.KEY TAKEAWAYSTransitioning from traditional to digital marketing: Embracing educational content and digital platforms can revolutionize businesses, even in unsexy industries.Harnessing the power of owned and non-owned media: Investing in both short-term transactional marketing and long-term assets like SEO and email lists creates a balanced marketing portfolio.Leveraging platform-specific strategies: Tailoring content to resonate with target audiences on platforms like TikTok, Instagram, and YouTube Shorts can drive local business growth.Building trust through storytelling: Sharing authentic narratives and expertise fosters deeper connections with customers and enhances brand credibility.Seizing marketing arbitrage opportunities: Identifying and capitalizing on emerging trends like TikTok SEO can yield significant competitive advantages in the digital landscape.QUOTES"We want to spend time where your customer is spending time online...creating content that entertains, educates, and builds relationships.""Doubling down on what is working is key to accelerating growth in marketing.""Transitioning from survival-driven short-term marketing to long-term investments in owned media assets is essential for sustainable business growth.""In today's digital age, trust is built through authentic storytelling and value-driven content distribution."lConnect and learn more about Cody Schneider.https://www.linkedin.com/in/codyxschneider/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

In this episode of the Disruptive Successor, Jonathan Goldhill  delves into the world of acquiring family businesses with Kevin Bibelhausen, Principal at Fruition Capital. Discover the secrets of acquiring stable operating businesses, the challenges faced, and the strategies to navigate the complex acquisition market. From overcoming obstacles to finding the right deals, this episode provides insights and inspiration for next-generation leaders looking to disrupt the status quo in family businesses.KEY TAKEAWAYSDiversify or Decline: Kevin emphasizes the importance of diversifying both customers and suppliers to mitigate risks associated with concentration in business relationships.Reducing Owner Dependency: The attractiveness of businesses lies in their ability to operate successfully without heavy dependence on the owner. For buyers, this opens opportunities for active management and growth.Macro-Economic Trends: Explore the impact of interest rates, the micro private equity space, and the continuous demand for businesses in the lower middle market.Check Size Dynamics: Learn about the sweet spot for deal sizes, the role of syndication with other investment groups, and how strategic partnerships enhance the potential for success.QUOTES"Diversifying your suppliers, diversifying your customers for sure... Being able to get what's happening right now." - Kevin Bibelhausen on adapting to supply chain challenges."It is a family environment, and the same is true for a lot of the entrepreneurs that knock on our door." - Kevin Bibelhausen on maintaining a family-oriented culture in acquired businesses."The business did record numbers in January. We grew 20% over last. I wasn't here for half the month. Like that's what you're looking for when you're a buyer." - Kevin Bibelhausen on the value of reducing owner dependency.Connect and learn more about Kevin Bibelhausen.https://www.linkedin.com/in/bibelhausen/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

In this episode of the Disruptive Successor, Jonathan Goldhill explores the intersection of success, fulfillment, and spirituality with guests Steven D'Angelo, a technology executive turned consultant, and Father Arnold Rosney, a Catholic priest with extensive experience in pastoral care. Together, they delve into the essential components of a fulfilled life, the role of spirituality in success, and the dynamic interplay between personal and professional goals.KEY TAKEAWAYSCelebrate Your Differences: Happy and successful individuals celebrate their uniqueness, fostering strong self-esteem and resilience.Silence and Spirituality: Regular moments of silence or meditation contribute to emotional and spiritual well-being, providing clarity and guidance in decision-making.Goal Setting with Purpose: Goals, when aligned with a deeper purpose, contribute to a sense of fulfillment. The journey of pursuing meaningful objectives is as crucial as achieving them.Interconnected Relationships: The concept of family extends beyond blood relations to include all interconnected relationships, fostering a sense of community and support.Divine Dissatisfaction: While appreciating current achievements, it's natural to aspire for more, driving continuous personal and professional growth.QUOTES"Life is a journey with ups and downs; embracing the ebb and flow contributes to true happiness.""Spirituality isn't confined to religious beliefs; it's expressed through acts of kindness, mentorship, and contributions to others' well-being.""Goal setting with purpose creates a sense of purposefulness, contributing to self-esteem and resilience.""Harmony at home begins with recognizing and appreciating the interconnectedness of all relationships, fostering a supportive community.""Divine dissatisfaction encourages the pursuit of meaningful objectives, ensuring a constant drive for personal and professional growth."Connect and learn more about Stephen D'Angelo and their works.Stephen's LinkedIn: https://www.linkedin.com/in/stephendangelo/Stephen's Book: https://www.amazon.com/Single-Day-Peace-Inspirational-Principles/dp/1637460333If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

In this episode of the Disruptive Successor, Jonathan Goldhill engages in an insightful conversation with Richard Parker, an expert in business acquisition and a managing partner at Diomo. Richard shares his journey from mentoring Ray Dalio's son to his extensive experience in buying and selling businesses. He delves into the critical importance of honesty, radical transparency, and aligning skills with business acquisitions. The episode explores the pitfalls of business buying, the role of experience versus expertise, and Richard's mission to empower aspiring entrepreneurs in making informed decisions about buying businesses.KEY TAKEAWAYSThe significance of honesty, radical transparency, and integrity in successful business operations.Differentiating between experience and expertise when pursuing business acquisitions.The complexities and challenges of evaluating and buying a business, emphasizing the importance of skill alignment.The role of previous failures and lessons learned in shaping successful business ventures.The absence of meaningful guidance for individual investors looking to acquire businesses and Richard's initiative to fill this gap.QUOTES"We love weaknesses because they really work to bolster people's weaknesses and enhance their strengths.""Confuse expertise with experience. It's what you've done in an industry that matters when acquiring a business, not just experience in that industry.""The average person would have bought that business. It was only from experience that I was able to see where the skeletons and bodies were."Connect and learn more about Richard Parker in this link below.LinkedIn: https://www.linkedin.com/in/richparker1/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

Join host Jonathan Goldhill on the Disruptive Successor show as he delves into the incredible journey of Zach Carlin, a former professional athlete who ventured into entrepreneurship. In this episode, Zach shares how his experiences as a fighter and CrossFit competitor shaped his mindset and approach towards business, highlighting the crucial connections between discipline, personal development, and entrepreneurial success.KEY TAKEAWAYSThe Power of Discipline and Synergy: Explore how the discipline and focus honed through athletic pursuits directly translate into entrepreneurial success.Integrated Approach to Success: Understand the interconnectedness of various aspects in achieving success, whether in fitness or business, emphasizing the importance of holistic growth.Adaptability and Resilience: Learn from Zach's journey of navigating setbacks, pivoting between careers, and leveraging opportunities for growth in different fields.Personal Development for Professional Growth: Recognize the significance of continuous personal development in enhancing leadership skills, communication, and overall business acumen.QUOTES"Everything has to work together. It's the same in business—every component must align cohesively for success.""Discipline creates habits, and having systems for habit formation reduces the need for excessive discipline.""Your business can only climb as high as your personal foundation. Always aim to stay ahead and continuously evolve."Connect and learn more about Zach Carlin in this link below.LinkedIn: https://www.linkedin.com/in/zach-carlin-799955228/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

In this episode of the Disruptive Successor Show, Jonathan Goldhill engages in an illuminating conversation with third-generation family business owner Michael Ghilotti. Spanning over 110 years, the Ghilotti family's construction business journey encapsulates a saga of entrepreneurial resilience, family dynamics, and evolving industry practices. Michael delves into the rich history of Gelati Brothers, chronicling its growth, challenges, and the generational shifts that shaped the company. The conversation explores the complexities of family dynamics within a business, the challenges of succession planning, and the crucial role of servant leadership in steering a legacy forward.KEY TAKEAWAYSNavigating Generational Transitions: Understanding the evolution from second to third generations in a family business and the shifts in mindset, approach, and challenges they bring.Facilitated Project Partnering: Exploring a transformative approach to construction projects, emphasizing collaborative goals, mutual trust, and proactive stakeholder engagement for enhanced project outcomes.Succession Planning & Leadership Development: The importance of early succession planning, aligning family members' aspirations with the business's future, and nurturing leadership skills in the next generation.Challenges of Doing Business in California: Insights into the complexities and regulatory hurdles faced by businesses in California, including labor laws, employee rights, and navigating industry-specific regulations.QUOTES"You can't start that discussion soon enough. Connecting with their vision and role is crucial.""When the business runs you and you don't run the business, that's not success." - Michael Ghilotti on redefining success in family businesses."Creating a culture of organizational excellence is vital. A strong team committed to shared goals makes the owner's role easier.""California poses challenges from labor laws to industry regulations, making external alliances and advocacy vital for business resilience."Connect and learn more about Michael Ghilotti in this link below.LinkedIn: https://www.linkedin.com/in/michael-ghilotti-8b79a111/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

In this episode of the Disruptive Successor Show, Jonathan Goldhill in a thought-provoking conversation with Maryann G. Bell about the critical need for prenuptial agreements (prenups) in family businesses. Explore how prenups transcend financial concerns, safeguarding family assets, business continuity, and stakeholders' interests. Discover why planning for generational transitions and implementing family policies can prevent disruptions, protect legacies, and ensure harmony in family-owned enterprises.KEY TAKEAWAYSPolicies before It's Personal: Establishing family policies governing ownership, transfers, and governance of family businesses before individual scenarios arise.Modernizing Preconceptions: Evolving attitudes toward prenups, driven by increased financial literacy and changing marital dynamics, necessitating clear communication and legally sound agreements.Continuous Documentation: Regularly updating legal documents like prenups, estate plans, and postnuptial agreements to align with current family dynamics and protect assets and intents.QUOTES"Policies before it's personal. Establishing clear guidelines for ownership and governance of family businesses should be a priority.""Modern times demand modern measures. Evolving attitudes toward prenups reflect increased financial literacy and a shift in marital perceptions.""Continuously updating legal documents ensures protection for assets and intents amidst changing family dynamics."Connect and learn more about Maryann (Gallivan) Bell in this link below.LinkedIn: https://www.linkedin.com/in/maryann-bell-1212074/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

In this episode of the Disruptive Successor Show, host Jonathan Goldhill and Jill Shipley, Head of Governance and Education at ALTI Tiedemann Global, delve into the challenges and strategies of navigating charitable giving, raising responsible heirs, and fostering intergenerational dialogue within affluent families. They explore the nuances of managing wealth, instilling values, and engaging younger generations in philanthropy.KEY TAKEAWAYSNavigating Wealth and Responsibility: The conversation revolves around the challenges faced by affluent families in raising responsible heirs amidst financial abundance, emphasizing the importance of instilling purpose and values beyond monetary wealth.Generational Dynamics: Understanding the shifts in values and motivations across generations, exploring ways to bridge the gap between different perspectives on wealth, success, and charitable giving.Engaging in Charitable Conversations: Encouraging open dialogue among family members, fostering a shared understanding of philanthropic goals, and finding common ground to make a positive impact within the community.Empathy and Learning: Emphasizing the significance of empathy, respect, and learning across generations, encouraging younger heirs to actively engage with older family members to understand their values and experiences.QUOTES"Money is a tool that provides opportunity but also carries responsibility. It can be a burden when unprepared for its weight.""Success should not solely depend on income. Purpose and meaning matter just as much, if not more, than monetary wealth.""Let's focus on what we agree on rather than fighting about what we disagree on, especially when engaging in shared family giving."Connect and learn more about Jill Shipley in this link below.LinkedIn: https://www.linkedin.com/in/jill-shipley-a8116213/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

In this episode of the Disruptive Successor Show, host Jonathan Goldhill and Abbe Large from Lenox Advisors delve into the nuanced world of financial planning. Abbe, a dedicated professional, shares her profound insights and experiences navigating difficult financial realities while emphasizing the importance of empathy and understanding in wealth management. Unpacking the psychological nuances of clients' relationships with money, Abbe discusses the significance of addressing familial dynamics, legacy planning, and intergenerational wealth transfer. Discover how her personal journey caring for her father shaped her unwavering commitment to empower clients beyond financial figures.KEY TAKEAWAYSThe depth of empathy in financial planning: Abbe's approach emphasizes understanding clients' childhood relationships with money, fostering deep conversations to determine their financial behaviors and risk profiles.Facilitating difficult dialogues: From marital differences in financial outlooks to intergenerational wealth transfer, Abbe provides tools and language to aid clients in navigating emotional and complex discussions.The human side of wealth management: Abbe's personal experience caring for her father highlights the true value of financial products, allowing families to focus on love and support during challenging times.QUOTES"I've married my intuitiveness with the mathematics of financial planning. They don't call me 'Dear Abbe' for nothing.""It's about understanding the 'why' behind decisions. Giving clients the tools to communicate is what really matters.""I have a whole new appreciation for the products that I show people because I know what it does. And if I had to worry about the money, it would suck even more."Connect and learn more about Abbe Large in this link below.LinkedIn: https://www.linkedin.com/in/abbelarge/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

In this episode of the Disruptive Successor Show, Jonathan Goldhill interviews John Nieuwenburg, an experienced business coach who shares insights gained from over 20 years of coaching small business owners. John delves into his journey from being the president of BC Liquor Stores to becoming a business coach, emphasizing the need for entrepreneurs to gain clarity and control over their businesses. The conversation highlights the challenges faced by business owners, such as time management, team building, and financial strategies. John explains his approach to coaching, focusing on identifying key priorities and eliminating tasks that hinder growth. The episode explores the personal aspects of coaching, discussing how coaching often involves a blend of business strategy and personal development. John and Jonathan emphasize the importance of articulating a clear vision and aligning the team's efforts to achieve business success.KEY TAKEAWAYSBusiness coaching often entails personal coaching in disguise, providing entrepreneurs with a non-judgmental space to articulate their thoughts and challenges.The primary challenges for small business owners revolve around time management, team building, and financial strategies.Effective coaching involves helping business owners prioritize tasks, identify their top priorities (top 5), and delegate responsibilities to focus on high-value activities.Business success requires aligning the team's vision and efforts, emphasizing the need for clarity and strategic planning.Entrepreneurs should recognize tasks that evoke a feeling of dissatisfaction ("crap list") and delegate those tasks to free up time for high-value activities.QUOTESAll business coaching is personal coaching in disguise. It's the manifestation of the owner's mindset or skills that have taken them as far as they can go, and now they need to go beyond that.""Focus doesn't mean saying yes; it's about learning to say no. It's the hard thing about focus because business owners often suffer from shiny object syndrome.""Business coaching often involves providing a sounding board for entrepreneurs, allowing them to express their thoughts and define their vision, leading to action."Connect and learn more about John Nieuwenburg in this link below.LinkedIn: https://www.linkedin.com/in/business-coach-canada/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

In this episode of the Disruptive Successor Show, join Jonathan Goldhill in an intriguing conversation with Greg Martin, a seasoned entrepreneur and investment banking expert. Together, they discuss Greg's journey from a family business background to his entrepreneurial ventures, exploring industry shifts, and the importance of understanding evolving market dynamics. They delve into the challenges and rewards of entrepreneurship, emphasizing the need for continuous learning, industry networking, and a balanced approach to risk-taking.KEY TAKEAWAYSAdapting to Industry Changes: Highlighting the necessity for businesses to adapt to technological, social, and regulatory changes.Entrepreneurial Mindset: Emphasizing the need for continuous learning, networking, and diverse skill sets in entrepreneurial endeavors.Family Business Dynamics: Exploring the pros and cons of joining a family business, considering job security versus entrepreneurial freedom.Strategic Vision: Encouraging entrepreneurs to anticipate industry shifts by actively engaging in industry associations, conferences, and networking.QUOTES"There's an interesting sense of loneliness, of not necessarily being able to relate to enough people. I really valued going and talking to others who were in similar shoes.""You don't have to be 100 percent entrepreneur to get into that world. You can invest, advise, or work within it to gain a glimpse of the industry."Connect and learn more about Greg Martin in this link below.LinkedIn: https://www.linkedin.com/in/gregmartin416/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

In this episode of the Disruptive Successor Show, join Jonathan Goldhill in an intriguing conversation with Guillermo Salazar, a seasoned advisor specializing in family business governance and succession planning. Discover the nuances of family enterprises, their unique challenges, and the essence of effective communication, crucial for navigating family business dynamics. From understanding the narrative of a family business's history to crafting shared dreams and establishing governance structures, explore the intricate layers that contribute to the success and satisfaction of family-owned businesses. Uncover valuable insights on fostering harmony, defining purpose, and embracing change within the fabric of a family enterprise.KEY TAKEAWAYSNavigating Family Dynamics: Understanding the complexities of family business dynamics, embracing effective communication, and aligning individual preferences to enhance collaboration.Building the Narrative: Unraveling the history, values, and milestones of a family business to derive a shared sense of purpose and identity.Establishing Governance and Succession: Crafting governance structures, defining roles, and outlining succession plans to navigate transitions and ensure continuity.Success Measurement: Acknowledging success in family businesses by assessing the level of satisfaction and commitment among family members, emphasizing internal harmony over external benchmarks.QUOTES"Every obstacle leads to a decision, and in every decision, there's a guiding value. These pieces create our narrative, giving us an identity within the family business.""Success in family businesses is relative and personal. It's about the satisfaction and willingness to improve within the family, not just external indicators.""Understanding the narrative of a family business allows you to know where you come from, guiding where you're headed."Connect and learn more about Guillermo Salazar in this link below.LinkedIn: https://www.linkedin.com/in/guillermosalazar/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

In this episode of the Disruptive Successor Show, host Jonathan Goldhill explores the world of family offices with guest Nolan Bradbury, a financial expert with a passion for helping business owners achieve their dreams. Together, they demystify the concept of family offices, discussing what they are, how they benefit families at different wealth levels, and the diverse objectives they can serve. From managing investments and maintaining wealth to fostering multi-generational education and philanthropy, family offices offer a framework for building a lasting legacy beyond financial assets.KEY TAKEAWAYSFamily offices are not exclusive to the ultra-wealthy; even individuals with a net worth of 1 to 2 million can benefit.Family offices serve diverse objectives, including investment management, risk mitigation, and multi-generational education.Patient capital is a fundamental concept in family offices, emphasizing long-term goals and legacy-building.Initiating the family office journey doesn't require grand gestures; starting with organizing financial documents is a valuable first step.Family offices empower individuals to shape a legacy that extends beyond financial wealth, instilling values and responsibility for generations.QUOTES"Success equals opportunity plus preparedness. Control what you can control—be prepared for the opportunities life presents.""The ultimate goal of a family office is a longer runway; it's about creating an infinite legacy that goes beyond one's time on this planet.""Don't let the reason you don't get the home you want be because you haven't done the work upfront to get everything in place.""Family offices create an environment where everyone's rowing together and looking at things cohesively—a powerful approach to wealth management.""Dress for the job you want, not for the one you have. Similarly, approach your wealth as if you're aiming for the financial legacy you desire."Connect and learn more about Nolan Bradbury in this link below.LinkedIn: https://www.linkedin.com/in/nolan-bradbury/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

In this episode of the Disruptive Successor Show, Jonathan Goldhill engages in a captivating conversation with seasoned CEO and trusted family business advisor, Rob Ferguson. The episode delves into the unique dynamics of family businesses and the critical decisions they face when it comes to succession planning and the possibility of selling the business. Rob shares his insights on the differences between family-first and business-first approaches, and how integrating family values into business culture is the secret sauce of family businesses' success. He also explores the importance of effective communication and consensus-building in addressing conflicts within family businesses. Rob discusses the significance of early succession planning and the impact of market value assessments in making informed decisions about the future of the business. Listeners gain valuable insights into the world of family businesses and the strategies for ensuring their longevity.KEY TAKEAWAYSFamily businesses often have a unique approach to long-term planning and culture, emphasizing the integration of family values into the business culture.Family businesses tend to be more focused on multi-generational success, which sets them apart from institutional businesses that often prioritize short-term gains.The decision to be a family-first or business-first family is crucial and can shape future decisions and governance.Effective communication, especially empathetic listening, is essential for resolving conflicts within family businesses.Collaboration, along with defined decision-makers, can help navigate conflicts and ensure everyone is on board with decisions.Succession planning should start early to provide flexibility and adaptability to changing circumstances.Market value assessments can provide crucial insights into the true worth of the business, helping owners make informed decisions about the future.QUOTES"You balance those [flexibility and structure], and you don't want to take away the entrepreneurship of a family business.""There's something for me to do here to help. I've had a very successful 30-year career. I wanted to pay it forward, had a lot of mentors. And so I wanted to do that.""Family businesses drive 65 percent of all employment in this country. When I learned that they're the leaders of philanthropy and innovation, it became a kind of a calling to me.""We ask our clients every year at the end of every year, is this time to reinvest in your business, or is it time to monetize your business?""Your business really isn't valued as much as you think it is. However, if you've got 10 years to go, there's a lot you can do to increase the value."Connect and learn more about Rob Ferguson in this link below.LinkedIn: https://www.linkedin.com/in/robertaferguson/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

In this enlightening episode of The Disruptive Successor Podcast, we dive into the essential components of personal transformation and leadership that not only impact your business but also your personal life. Our guests share a firsthand experience of breaking free from stagnation, realizing the need for change, and making a profound impact on their company culture. We discuss the four critical time management principles and how prioritization can drive productivity. Additionally, we explore the art of accepting feedback as a leader, understanding the different mindsets of team members, and building trust within your organization. Discover how to simplify growth, nurture a holistic abundance, and adapt your leadership style for a new era. Join us for insights on business and personal transformation, and learn to lead with intention and impact.KEY TAKEAWAYSPersonal transformation is key for both business and personal success. Aligning with your values can positively impact your company culture.The four time management principles: No, Not Me, Later, and Now, help you prioritize tasks and focus on what truly matters.Effective leadership involves accepting feedback without taking it personally and understanding your team members' mindsets and needs.Simplifying growth and aiming for holistic abundance should be the ultimate goal of leadership.Adapting your leadership style and embracing collaboration can lead to positive change in your company culture.QUOTES"In alignment with your own values, you have a very unhealthy culture in your company.""Once I recognized I'm part of the problem, I started showing up an hour early, motivating the team, and having vision meetings. That's when our business transformed.""Simplify growth so that it's easy and effortless for leaders so they can have longevity in their lives and experience an abundance that is holistic.""My culture is different, but we still teach the same and we still honor him."If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com