Podcasts about Succession planning

What you'll learn in this episode Why your business should always have backup talent ready The 3 types of talent: potential, emerging, and proven Why proven talent, though costly, is worth the investment How to evaluate a candidate's record of success The cultural fit questions to ask in every interview Why “if it's not a hell yes, it's not a yes” is the golden rule in hiring To find out more about Dan Rochon and the CPI Community, you can check these links:GET THE BOOK! Teach to Sell : Teach to Sell: Why Top Performers Never Sell – And What They Do InsteadWebsite: No Broke MonthsPodcast: No Broke Months for Salespeople PodcastInstagram: @donrochonxFacebook Page: https://www.facebook.com/NoBrokeMonths/Facebook: Dan RochonLinkedIn: Dan Rochon

Fire Chief Dave Tait of the City of Bellevue Fire Department in Washington takes us inside the world of leadership, problem-solving, and succession planning. In this episode, Chief Tait unpacks what he calls the “monkey” in problem-solving—the issues we can unintentionally take on ourselves instead of empowering others to solve them. He also shares his “identify two people” method for succession planning, a practical approach to developing future leaders and building organizational depth.

Frank LaRosa is literally getting a text about this exact scenario while recording this episode. Frank opens with a real client story, an advisor in his mid to late sixties who has spent a year and a half weighing a full sale against a transition. The multiples sound incredible on paper, ten, twelve, even fourteen times EBITDA but once junior partners, payout structures and sell and stay scenarios come into play, the math gets a lot more complicated than the headline number suggests. Stacey brings in the psychology most advisors never plan for. She explains why so many get stuck at the altar right before retirement, not because the numbers do not work but because their identity and purpose are tied up in the business and they are not ready to let that go. That is where Frank's trademarked concept, dual monetization, comes in. Instead of selling outright, an advisor can transition to a new firm today to unlock a major payout, then set up a succession plan or sale into that same firm years later. Stacey adds important context here, pointing out that transition deals sitting at twenty to sixty percent of trailing twelve just a few years ago are now regularly exceeding one hundred percent. Frank also explains how this same strategy applies to advisors who want to pass their practice down to a son, daughter, or longtime junior partner without forcing them to come up with cash out of pocket and shares a blunt piece of advice about not letting attachment to a specific custodian cost you millions of dollars. The episode closes with a story that sticks with you, a friend of Frank's who left ten million dollars on the table because his junior partners were not willing to do the work required to make one last move. Stacey wraps things up with the reminder that the hardest part of any transition is rarely the mechanics, it is figuring out who will actually take over your clients the way you have for your entire career.   Questions answered in this episode include: What is a one last move for a financial advisor nearing retirement? What is dual monetization and how does it apply to a transition instead of a sale? Why do many financial advisors struggle to actually retire? How much have financial advisor transition deals grown in the last few years? Can a financial advisor pass their practice to a child or junior partner without a traditional loan? Should switching custodians affect a financial advisor's decision to move firms? What is the biggest hurdle for financial advisors thinking about succession?   Chapters: 00:00 Introduction: The One Last Move 01:33 What Is the One Last Move 03:39 Redefining Retirement and Purpose 05:37 Introducing Dual Monetization 11:33 Passing the Business to the Next Generation 19:16 Think Before You Sign 20:19 The Ten Million Dollar Lesson 25:20 How to Reach Frank and Stacey   Learn more about Elite and our resources: - Elite Consulting Partners: https://eliteconsultingpartners.com - Elite Marketing Concepts: https://elitemarketingconcepts.com - Elite Advisor Successions: https://eliteadvisorsuccessions.com - JEDI Database Solutions: https://jedidatabasesolutions.com - Elite Wealth Management Insights Report: https://eliteconsultingpartners.com/insight-report - Listen to more: https://eliteconsultingpartners.com/podcasts/ - LinkedIn: https://www.linkedin.com/company/elite-consulting-partners/

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In this episode, Jason Epstein, TLIS, from the Berkshire School unpacks the evolving, around-the-clock responsibilities of technology leadership in a boarding school setting. Listen in to learn practical strategies for cross-training small IT teams, managing third-party vendor risks, and maintaining work-life balance amid relentless operational demands.Jason on LinkedInBerkshire School — The independent boarding school located in Massachusetts where guest Jason Epstein currently serves as the director of technology.ISTE — The International Society for Technology in Education, an organization Epstein has been involved with since his early days in education.MassCUE — The Massachusetts organization for computer-using educators, mentioned as a key regional networking group for technology professionals.Veracross — The student information system utilized at the Berkshire School and managed day-to-day by their registrar.Naviance — A college counseling platform managed independently by the school's college counseling office.Canvas — A learning management system cited during a discussion about the importance of evaluating third-party cybersecurity vulnerabilities.

What does it feel like to grow up thinking your family farm is simply a shared passion, only to realise you're now stewarding a cheddar recipe beloved in 160 countries? In this episode of ‘It Runs In The Family', fourth-generation custodian Lucie Clothier lifts the lid on Wyke Farms' journey, and the pressure – and privilege – of protecting a 165-year legacy. 

Picture the one person your farm cannot run without. Now picture their chair empty tomorrow morning. Can someone else access the accounts, make payroll, or explain what the farm owes and why? If those answers only live in one person's head, the farm is not prepared, no matter how good the balance sheet looks. Jace Young grew up watching his grandfather's 55 year, multimillion dollar Kansas farm operation collapse into bankruptcy in 2005, then built Legacy Farmer to help other families get their financial house in order before the same thing happens to them. Jolene Bolding, Manager of Advisory Services at Farm Credit Canada, has her own story of a farm sale her family decided on before she ever got a seat at the table. Wade Berlinic, Associate Broker with Hammond Realty's Ag Exits and Acquisitions Strategies team, sees what happens when that conversation gets put off until the land is already on the market. Together they walk through why only 12 percent of Canadian farms have an actual transition plan, what it costs a family when nobody has one, and the five stage process Jace uses to move an operation from financial blind spots to a plan everyone in the family can actually see. What's Inside - Why a farm can look bulletproof on paper and still not be prepared for one empty chair - The story behind Jace Young's grandfather losing a 55 year, multimillion dollar Kansas operation, and what it did to the family afterward - Why only 12 percent of Canadian farms have a written transition plan, and what that gap actually costs - The five stage process Legacy Farmer uses to move a family from financial blind spots to a real plan: Position, Production, Profit, Protection, and Prosper - Why the conversation almost never starts with the numbers, it starts with pride, ego, and who is willing to ask for help - What $55 billion in Canadian farm assets transferring in the next decade means for every family still putting this conversation off If this conversation hits home, go back in the catalog for our episode with Elaine Froese on farm family transition and communication, one of the clearest voices in Western Canada on getting these conversations started before they're forced. It also pairs well with our conversation with Robert Andjelic on where farmland capital is actually moving right now. Resources Mentioned Legacy Farmer's five stage framework: Position, Production, Profit, Protection, Prosper Connect with Jace Young LegacyFarmer.com Connect with Jolene Bolding Reach out to your local FCC field office to connect with a business advisor Connect with Wade Berlinic - Hammond RealtyConnect with Growing the Future Website: growingthefuture.ca YouTube: Growing the Future Instagram: @growingthefuturepodcast LinkedIn: Growing the Future   Subscribe to the Growing the Future Podcast wherever you listen, and register for Convergence Conference 2027 at convergence.ag. Register for the Convergence Conference at convergence.ag and stay updated by subscribing to the Growing the Future Podcast at growingthefuturepodcast.ca.

Hey there Voices of the Bench community, this is Trish Jones with Ivoclar. If you've been curious about fast-firing zirconia to improve efficiency but aren't convinced it can deliver predictable, high-quality results, I'd encourage you to connect with us. Our new IPS Emax Zirconia offers multiple fast-fire protocols designed to help save you valuable production time while maintaining consistent results. Time is money in every lab. Don't wait. Reach out to your local Ivoclar rep today and discover how IPS Emax Zirconia can help streamline your workflow. As full-arch dentistry continues to grow, so do the demands on today's dental laboratories. That's why Knight Dental recently launched SimplyARCH Studio, a dedicated production environment built exclusively for full-arch restorations. To support this specialized workflow, Knight invested in an XTCERA milling system and carefully evaluated multiple CAM software solutions before choosing hyperDENT. The decision came down to exceptional milling quality, minimal hand finishing, and impressive production efficiency. But what truly set hyperDENT apart was the implementation process. From the very beginning, the team provided more than software training—they shared the knowledge and experience needed to build an optimized workflow for complex full-arch cases. With proven expertise in advanced milling strategies and laboratory production, hyperDENT helped ensure SimplyARCH Studio was designed for long-term success from day one.Matt Everatt joins Elvis and Barb for a fascinating conversation that takes a deep dive into his journey through the dental laboratory industry and the story behind his book, The Invisible Profession. From discovering dental technology at 16 and specializing in maxillofacial prosthetics and orthodontics to working in hospitals, developing early sleep-apnea appliances, and nearly leaving the profession altogether, Matt's career has taken some seriously interesting turns. Eventually, he helped co-found S4S, building a successful business around sleep-apnea appliances, occlusal splints, orthodontics, and more before eventually stepping away from ownership. This week on Voices From the Bench, we finally sit down with someone we've been wanting to have on the show for a LONG time—Philip Gold! Philip grew up in the dental laboratory, quite literally pulling teeth out of formaldehyde bottles in his father Raymond Gold's lab in Atlanta. His father started the laboratory in 1946, and Philip eventually found himself following in those footsteps, although not without first taking a seven-year detour working for Williams Gold. That experience gave him the opportunity to visit laboratories all over the country, learn from some of the best in the industry, and see firsthand how different labs operated. Philip eventually returned to the family laboratory in 1980 and began the process of taking over from his father. What followed was a career built around learning, adapting, building teams, and—most importantly—relationships. Philip shares what it was like stepping into a leadership role at a young age, earning the respect of experienced technicians, and learning that being a leader isn't about knowing everything yourself, but understanding the work well enough to help the people around you succeed. He also talks about selling the laboratory to National Dentex with the goal of giving the business and its people an opportunity to continue growing, only to eventually find his way back into the laboratory world with By Design Dental Studio alongside his daughter Katie and Denise. And if you know Philip, you know he's never stopped learning. He currently holds six CDT certifications, including ceramics, crown and bridge, partials, implants, dentures, and digital. His story about preparing for the digital practical exam is a perfect example of his determination—his first practice run took seven and a half hours for an exam designed to be completed in just over five. So he reorganized, practiced again, changed his workflow, and eventually got it down to under five hours. And of course, Philip isn't pursuing certifications just for himself. He wants to set an example, motivate the next generation of technicians, and encourage more people in the laboratory to continue learning. We also get into the importance of customer service, why relationships are at the heart of this industry, and why sometimes the best thing a laboratory can do is simply pick up the phone and help. Philip shares his philosophy that when something goes wrong, you drop everything and make it right. We talk about giving back to the industry, the people who helped shape Philip's career, and how the dental laboratory community has always been willing to share knowledge when you're willing to ask. And yes… somewhere along the way we also hear the greatest “okey-doke” story in dental laboratory history. Special Guest: Phillip Gold.

Our guest today is Anne-Marie Croteau, Dean of the John Molson School of Business at Concordia University in Montreal. She is the first woman to serve in this position. She has more than 30 years of experience in teaching and research, as a full professor and researcher specializing in strategic management of information technology. Her highly cited work has been published in renowned international scientific journals and has been the recipient of numerous awards. For seven consecutive years, she was named one of Concordia's most popular professors by Maclean magazine.In this illuminating conversation focused on bringing experienced academics into academic leadership roles, Anne-Marie brings her considerable experience to bear on such topics as:• Succession planning• Intentionally preparing faculty for academic leadership• Leadership development and practices• Building a team of associate deansLearn more about Anne-Marie Croteau.Comments/criticism/suggestions/feedback? We'd love to hear it. Drop us a note.Thanks for listening.-Produced by Joel Davis at Analog Digital Arts--DEANS COUNSEL: A podcast for deans and academic leadership.James Ellis | Moderator | Dean of the Marshall School of Business at the University of Southern California (2007-2019)David Ikenberry | Moderator | Dean of the Leeds School of Business at the University of Colorado-Boulder (2011-2016)Ken Kring | Moderator | Co-Managing Director, Global Education Practice and Senior Client Partner at Korn FerryDeansCounsel.com

Have you ever felt trapped in your own business? Atiba de Souza, author of 'The Delegation Trap', has witnessed leaders at the top of their game unintentionally become the chokepoint in their own organizations. In this Start With a Win episode, you'll discover how to break free from the delegation trap, empower your team, and build a business that thrives beyond your direct involvement. Learn the secrets to fostering a culture of independence and innovation, and why asking the right questions is the key to leadership success in the modern world.Atiba de Souza is an author, entrepreneur, and relationship mentor who helps leaders break free from burnout and build teams that take ownership. He wrote The Delegation Trap: It's Not Them, It's You, a story-driven guide teaching leaders how to let go of every task and get results that shine. With 25+ years running gyms, bakeries, and food service companies and coaching National Championship youth football teams, he knows firsthand what it takes to turn average performance into excellence. His mission is simple: transform overwhelmed bosses into confident leaders of teams that thrive, even when they're not in the room.00:00 Intro01:38 I didn't mean to be an author…04:27 Be very open when it comes to this in leadership! 08:01 I want them to leave my company.11:35 My first AI project…13:48 What is a thinking partner? 18:50 Can our society switch the academic space?24:01 Reality is, what we have seen before and the difference this time is this…26:20 Rewind the last 15 seconds and LISTEN again!   29:38 It has changed, never had an answer in five years like this!===========================Subscribe and Listen to the Start With a Win Podcast HERE:

In IT services M&A, owner dependency is one of the biggest hidden discounts on your company's value. This episode shows how to build an owner optional firm that buyers pay a premium for without pretending leadership does not matter. Revenue Rocket kicks off a new Shoot the Moon masterclass on reducing founder dependency before a sale or recapitalization. We break down why buyers price owner dependency as concentration risk, what an owner-optional firm actually looks like, and the leadership layer, sales transfer, and key-employee retention strategies that protect your multiple. If you are thinking about an exit, this is the IT services M&A preparation that pays off long before you go to market. CHAPTERS 0:00 Introduction: The owner-optional firm3:44 What owner dependency costs you at exit5:26 Replaceable, not optional10:06 The one-percenter salesperson problem13:40 The minimum leadership layer buyers expect18:29 Keeping your key people through a sale21:11 One move to make this quarter25:30 What is next in this masterclass series IN THIS EPISODE • Buyers price owner dependency as concentration risk, much like they treat a client representing 50% to 70% of revenue. • Owner-optional does not mean owner absent. No CEO is optional; the goal is to make critical roles replaceable. • The founder's sales role is usually the highest-value dependency to transfer first. • Buyers expect a real leadership layer, including finance, delivery, and technical depth beyond the founder. • Plan key-employee retention before the deal not during it. RESOURCES AND LINKS • Read more from Revenue Rocket: https://www.revenuerocket.com/blog/ • What is your firm worth? https://www.revenuerocket.com/valuation-calculator/ • Schedule a confidential conversation: https://www.revenuerocket.com/contact-us/ • Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/shoot-the-moon-with-revenue-rocket/id1478519505 • Listen on Spotify: https://open.spotify.com/show/6y7u9KuOjaplhScHtINGZU • Explore more Shoot the Moon episodes: https://www.revenuerocket.com/series/shoot-the-moon/ • Learn more about Revenue Rocket: https://www.revenuerocket.com/ ABOUT REVENUE ROCKET Revenue Rocket is a sell-side and buy-side M&A advisory firm focused exclusively on IT services companies, including MSPs, cybersecurity firms, cloud service providers, custom application development companies, and VARs. For more than 25 years, Revenue Rocket has helped founders grow, position, buy, and sell tech-enabled services firms. Thinking about your own exit? Schedule a confidential conversation with our team:https://www.revenuerocket.com/contact-us/ #MergersAndAcquisitions #ITServices #MSP #ShootTheMoon #RevenueRocket #ExitStrategy #OwnerOptional #FounderDependency Listen to Shoot the Moon on Apple Podcasts or Spotify.Buy, sell, or grow your tech-enabled services firm with Revenue Rocket.

You can take all the 'right' steps for succession planning… and it still might not go according to plan. After building an RIA managing approximately $300 million in assets for 130 client households, today's guest discovered that even the most carefully considered succession plans can unravel, forcing firm owners to adapt and rethink their future. Rick Kahler is the founder of Kahler Financial Group in Rapid City, South Dakota, and he joins the show to share the candid story of his decade-long succession journey. Listen in to learn why succession planning should begin years before an anticipated transition, how to structure partnership discussions to prepare for unexpected outcomes, and what Rick learned after multiple succession attempts before ultimately completing a successful sale to an external buyer. Whether you're years away from stepping back or just beginning to think about your firm's future, this conversation offers practical lessons on preparing your business and protecting your legacy. For show notes and more visit: https://www.kitces.com/501      

Why do so many African businesses collapse after their founders leave? In this episode of The Long Form Podcast, I sit down with Tara Fela-Durotoye, founder of House of Tara International and one of Africa's most influential entrepreneurs, to explore why building a successful business is only the beginning. We discuss entrepreneurship, leadership, scaling companies, founder dependency, wealth creation, Nigerian business culture, women in business, succession planning, and what it takes to build institutions that survive for generations. Tara also explains why so many founders become the biggest obstacle to their own success, what East African entrepreneurs can learn from Nigeria, and why making yourself replaceable is one of the most important leadership lessons in business. ShieldTech Hub- https://www.shieldtechub.com                                           Akagera Medicines- https://www.akageramedicines.com BasiGo Rwanda- https://www.basi-go.com/rwanda Join our Patreon to enjoy ad-free viewing https://www.patreon.com/cw/TheLongFormPod or support us via our MTN Mobile Money Code 95462 or directly to our phone number: +250795462739Visit Sanny Ntayombya's Official Website: https://sannyntayombya.comProduced by LF Media 

In this episode, host Kristina chats with Cally Hale, fifth-generation rancher and project manager at Valley Food Partnership in Colorado. Cally discusses the history of the family ranch and her experiences in not one, but two, succession planning conversations on two family properties, one in Colorado and one in New York. She talks about the decision-making process and what resources have been helpful. Cally also shares details about her work with the Valley Food Partnership and what programs listeners can get plugged in to.

Revenue Rocket's Mike Harvath, Ryan Barnett, and Matt Lockhart break down the real reasons founders delay an exit, and why the safest-feeling choice is often the most expensive. This episode of Shoot the Moon covers the “one more year” trap, founder dependency, succession planning, derisking customer concentration and contracts, and why knowing your valuation is the first move in IT services M&A. If you run an MSP, MSSP, cloud, dev, or VAR business, this is the timing conversation to have before the market decides for you. CHAPTERS 0:00 Cold open and welcome 1:56 Why founders delay a sale (the “one more year” trap) 5:46 Run it forever, but stay ready to sell 6:26 Owner dependency and building a machine 12:27 What succession planning really looks like 16:07 Enjoy what you have built vs. the window to sell 21:30 De-risking: customer concentration and contracts 22:23 Know your number: the case for annual valuations 24:40 One move to make this week 28:45 Closing thoughts: have a plan KEY TAKEAWAYS ● Waiting one more year can lower value, not just raise it. You carry 100% of the downside. ● Buyers pay for a business that runs without you. Build the bench and reduce founder dependency. ● Real succession planning is documented and executable, not a someday idea. ● De-risk before you go to market: diversify clients, fix contract assignability, deepen the team. ● Know your number. An annual valuation is good corporate hygiene and a stage gate for timing. LINKS ● Blog post: [BLOG LINK] ● Valuation calculator: revenuerocket.com/valuation-calculator ● Schedule a confidential conversation: [SCHEDULING LINK] ● Website: revenuerocket.com ABOUT REVENUE ROCKET Revenue Rocket is a sell-side and buy-side M&A advisory firm focused exclusively on IT services companies, including MSPs, cybersecurity, cloud, custom application development, and VARs. HASHTAGS #MergersAndAcquisitions #ITServices #MSP #ShootTheMoon #RevenueRocket #ExitStrategy #SuccessionPlanning #BusinessValuation Thinking about your own timing? Schedule a confidential conversation with Revenue Rocket at revenuerocket.com/contact-us. Listen to Shoot the Moon on Apple Podcasts or Spotify.Buy, sell, or grow your tech-enabled services firm with Revenue Rocket.

Today, Nicole is teaming up with U.S. Bank to unpack the state of small businesses and what entrepreneurs can do right now to get ahead.  Nicole sits down with Shruti Patel, U.S. Bank's Chief Product Officer for the Business Banking segment, to unpack the findings from the bank's fourth annual Small Business Survey and what they reveal about the state of entrepreneurship right now. Shruti breaks down why small business optimism dipped from 93% to 83% this year even as resilience holds strong, why only 3% of owners are currently considering a sale or exit, and what that signals about the massive wealth transfer coming as Boomer-aged owners hand off their businesses to the next generation over the next decade. Then the conversation turns to Gen Z founders specifically: their appetite for bold, calculated risk, and the surprising trend of delaying life milestones like marriage and family to build their businesses… a bet that, according to the data, is actually paying off in faster growth. Nicole and Shruti also get tactical: how business credit actually works (and why your personal credit score matters more than you'd think) and the real documentation lenders want to see. Plus: how small businesses are using AI to cut costs (even when the ROI math gets murky), where digital currency payments stand today, and why frictionless checkout is a bigger deal than most owners realize.    Learn more about U.S. Bank's Small Business Banking solutions at: usbank.com  Check-out the results of U.S. Bank's Small Business Survey: https://www.usbank.com/business-banking/business-resource-center/small-business-survey.html Here's what Nicole covers with Shruti: 00:00 Are You Ready for Some Money Rehab? 00:43 Meet Shruti Patel, U.S. Bank's Chief Product Officer 01:20 Inside U.S. Bank's 4th Annual Small Business Survey 02:16 Why Optimism Dropped from 93% to 83% 04:45 Why Only 3% of Owners Are Considering an Exit 05:18 The Great Wealth Transfer and Succession Planning for the Next Decade 06:31 Inside Gen Z's Bold, Calculated Approach to Risk 07:37 Delaying Marriage and Family to Build a Business 09:03 "You Can Have It All, Just Not All at Once" 11:07 How Gen Z Defines Success 12:10 The Death of the "Shark Tank" Fundraising Dream 13:45 Debt vs. Equity: Rethinking How to Finance Growth 14:17 What Banks Look for Before Approving a Loan 16:08 Do Businesses Have Their Own Credit Score? 17:38 Personal Guarantees and the Documentation You'll Need 19:06 The SBA Loan Process 19:38 How Small Businesses Are Actually Using AI to Save Money 21:16 The "Digital Target Checkout" Problem with AI Costs 22:39 Where Digital Currency and Crypto Payments Stand Today 24:15 Why Frictionless Checkout Is Everything 26:03 Inside U.S. Bank's Business Essentials Launch 29:32 U.S. Bank's Partnership with the NFL and the Financial Edge Program 33:45 Shruti Patel's Tip You Can Take Straight to the Bank All investing involves the risk of loss, including loss of principal. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments.

What does it take to keep a 100+ year-old family business feeling fresh?The fourth-generation CEO of The Fine Bedding Company, Claire Watkin, uncovers a century-long journey from feathers flying around a Liverpool factory to award-winning innovation, B Corp status, and a factory in Estonia with its own beehives. Join us for a fascinating look at a leader who became MD at 28, as Claire joins us on ‘It Runs In The Family' to share how a strong values-led culture can carry a business across generations.

Hey there Voices of the Bench community, this is Trish Jones with Ivoclar. If you've been curious about fast-firing zirconia to improve efficiency but aren't convinced it can deliver predictable, high-quality results, I'd encourage you to connect with us. Our new IPS Emax Zirconia offers multiple fast-fire protocols designed to help save you valuable production time while maintaining consistent results. Time is money in every lab. Don't wait. Reach out to your local Ivoclar rep today and discover how IPS Emax Zirconia can help streamline your workflow. As full-arch dentistry continues to grow, so do the demands on today's dental laboratories. That's why Knight Dental recently launched SimplyARCH Studio, a dedicated production environment built exclusively for full-arch restorations. To support this specialized workflow, Knight invested in an XTCERA milling system and carefully evaluated multiple CAM software solutions before choosing hyperDENT. The decision came down to exceptional milling quality, minimal hand finishing, and impressive production efficiency. But what truly set hyperDENT apart was the implementation process. From the very beginning, the team provided more than software training—they shared the knowledge and experience needed to build an optimized workflow for complex full-arch cases. With proven expertise in advanced milling strategies and laboratory production, hyperDENT helped ensure SimplyARCH Studio was designed for long-term success from day one.Matt Everatt joins Elvis and Barb for a fascinating conversation that takes a deep dive into his journey through the dental laboratory industry and the story behind his book, The Invisible Profession. From discovering dental technology at 16 and specializing in maxillofacial prosthetics and orthodontics to working in hospitals, developing early sleep-apnea appliances, and nearly leaving the profession altogether, Matt's career has taken some seriously interesting turns. Eventually, he helped co-found S4S, building a successful business around sleep-apnea appliances, occlusal splints, orthodontics, and more before eventually stepping away from ownership. Matt Everatt joins Elvis and Barb for a fascinating conversation that takes a deep dive into his journey through the dental laboratory industry and the story behind his book, The Invisible Profession. From discovering dental technology at 16 and specializing in maxillofacial prosthetics and orthodontics to working in hospitals, developing early sleep-apnea appliances, and nearly leaving the profession altogether, Matt's career has taken some seriously interesting turns. Eventually, he helped co-found S4S, building a successful business around sleep-apnea appliances, occlusal splints, orthodontics, and more before eventually stepping away from ownership. But this conversation goes far beyond Matt's career. His book, The Invisible Profession, explores how the dental laboratory industry arrived at a place where technicians and laboratories are often undervalued, pushed into price competition, and expected to simply keep their heads down and produce. Matt shares his thoughts on the "million little things" that shaped the industry, the danger of becoming a "busy fool," and why laboratories need to stop competing solely on price and start becoming known for the value, expertise, and partnership they bring to the dental team. Elvis, Barb, and Matt also talk about the changing landscape of digital dentistry, AI, 3D printing, speed, service, and why the labs that embrace change and remain agile will be the ones positioned for the future. It's an honest, thought-provoking, and ultimately optimistic conversation about where the dental laboratory profession has been, where it is today, and where it can go next.Special Guest: Matt Everatt.

Recorded LIVE on the floor at the AAFP Co-sponsored DPC Summit in New Orleans, Dr. Angela Andrews of Direct Primary Care of West Michigan and Dr. Nicholas Jones of Clear Health Direct Primary Care in Eugene, Oregon sit down with Dr. Maryal Concepcion for an honest roundtable on what changes between year one and year three of direct primary care practice ownership.Both opened in November 2023. Both came to New Orleans with a list. What they say out loud is what most physicians only think: the workflows you built on day one and never revisited, the boundaries you are usually the first to cross, and the succession question this movement has not solved yet.IN THIS EPISODEPhysician owned regional DPC networks, and using them for call coverage, internal locums, and physician funded startup loans instead of banksWhy you do not need a nonprofit to do nonprofit workRevisiting the workflows you built when you were solo, and what to automate, eliminate, or documentEmployers as the next phase of DPC growth, and the arrival of employed DPC positionsBoundaries, moral injury, and why the physician is usually the first one to violate the boundaryHow to handle one star reviews and trolls without losing your weekendSuccession planning, and what happens to patients when a DPC physician gets sick or closesOregon's corporate practice of medicine law, the non compete ban, and what advocacy looks like when you own your practiceGetting onto your state chapter committees, and why DPC needs representation at AAFP and state academiesSpouses, kids, and the family roles that quietly keep practices runningChoosing an EHR you will not have to leave in three yearsMENTIONED IN THIS EPISODEDr. Emily Holt, Dr. Esther Khatibi, Dr. Julie Gunther, Dr. Timothy Blain, Dr. Phil Eskew, Dr. Jill Scherer, Dr. Clodagh Ryan, Dr. Neil Douglas, Dr. Hailey Miller, Dr. Amy Tressan, and Shaunna SandersRESOURCESThe Toolkit Magazine, including this year's Battle of the Support Stack and last year's Battle of the EHRs: toolkit.mydpcstory.comThe Physician Owner's Planner Limited First Edition Bundle: mydpcstory.com/shopPHYSICIAN OWNER'S PLANNER BUNDLEFifteen available. Each one includes the printed Physician Owner's Planner in a binder, the digital bundle with our Medicare and Medicare Advantage Open Enrollment Guide, the yellow "Insurance is not healthcare" T-shirt, and a personal website review from Dr. Maryal Concepcion and Nathalia Hyland, head of marketing and strategy at My DPC Story. Limited shirt sizes remain. mydpcstory.com/shopCooperative of American Physicians or CAP. Learn more about the medical malpractice company used by Dr. Maryal Concepcion since 2021 at capphysicians.com or by calling 800-356-5672.Guava Health. A premium patient experience, pulling data from EHRs and wearables, helping  see the full picture and uncover root causes to deliver personalized care. ZION HealthShare. Get peace of mind for major medical events without going back into the insurance maze.  Hint AI helps you move faster through every stage of the patient visit. Hint AI Chat lets you ask questions about a patient's chart and instantly surface relevant notes, labs, and clinical history. Learn more at hint.com/ai.Support the showGET your FREE MONTHLY BUSINESS TOOL DOWNLOADBecome A My DPC Story PATREON MEMBER! SPONSOR THE PODMy DPC Story VOICEMAIL! DPC SWAG!FACEBOOK * INSTAGRAM * LinkedIn * TWITTER * TIKTOK * YouTube

Brandon Sedloff and Mike Cordingley explore what it takes to build durable, scalable private markets firms in an era of constant disruption. Mike leads the strategy, leadership, and advisory group at Ferguson Partners, a talent management and strategic advisory firm that works with about half of the public REITs and many of the largest private equity and real estate platforms. His work takes him inside these organizations as they navigate fundamental shifts in leadership, operating models, and business strategy. The conversation on The Distribution covers how private markets firms have reached an inflection point where the entrepreneurial, founder-led models that drove early growth now face pressure from rising costs, compressed fees, and the need to retain next-generation talent. Mike explains why founders must move beyond an investment thesis to develop a true enterprise strategy, and why the CEO's role is evolving from chief decision-maker to platform architect who distributes decision rights across the organization. They discuss: - Why succession planning has become a business imperative as founder-led firms face generational transitions - How decision architecture creates competitive advantage by pushing decisions closer to where value is created - Why AI represents a people transformation challenge, not just a technology implementation - The concept of zero-based org design and what it means to treat operating models as design choices rather than fixed structures This episode offers practical frameworks for leaders wrestling with how to scale their organizations, develop talent, and prepare for the next phase of growth in private markets. Topics: (00:00:00) - Intro (00:00:33) - Why founders need an enterprise strategy (00:02:20) - Mike's path to management consulting (00:07:17) - The role of consultants in private markets (00:09:29) - Four big trends shaping private markets today (00:13:27) - How we got to this inflection point (00:17:49) - Navigating founder succession and talent retention (00:30:59) - Decision architecture as a competitive advantage (00:38:59) - Operating model as a design choice (00:42:28) - Distributed accountability and data access (00:46:27) - Precision talent matching (00:50:40) - AI as a people transformation, not just efficiency (00:53:17) - Closing Links: Brandon on LinkedIn - https://www.linkedin.com/in/brandonsedloff/ Mike on LinkedIn - https://www.linkedin.com/in/mikecordingley/ Ferguson Partners - https://www.fergusonpartners.com/ Juniper Square - https://www.junipersquare.com/

Text the show! George Washington's greatest accomplishment wasn't defeating Britain.It was giving power back.In this episode of Common Sense, Chad Law explores the forgotten principle that built America: stewardship.From Congress and family businesses to churches, corporations, and even our own homes, institutions don't usually collapse because bad people take over.They collapse because caretakers slowly become owners.Using history, psychology, leadership research, and one remarkable painting hanging inside the Capitol Rotunda, Chad examines why America's institutions struggle to renew themselves—and what every one of us can do to reverse the trend.This isn't really an episode about Washington.It's about every chair we'll someday have to leave behind.Chapters00:00 The Empty Chair: A Symbol of Power and Sacrifice03:11 The Mystery of Institutional Decline06:04 Caretakers vs. Owners: A Fundamental Question15:22 Washington's Legacy: The Chair He Refused18:47 The Science of Leadership and Institutional Health28:29 Congress: A Case Study in Institutional Failure35:56 The Role of Civil Servants36:57 Vidal Sassoon: A Legacy of Teaching and Selling39:48 Understanding Psychological Ownership44:00 The Importance of Stewardship in Institutions48:42 The Challenge of Leadership and Mentorship52:20 Building a Legacy Through Stewardship56:32 The Dinner Table: A Call to Action57:59 Final Thoughts on Stewardship and LegacyConnect with Common Sense

Andrea Carpenter and Elizabeth Ledoux, co-founders of The Transition Strategists, were mid-negotiation on a business succession deal -- Andrea buying into Elizabeth's business -- when Andrea found out she was pregnant. The pregnancy wasn't the mistake. The mistake, as Andrea describes it, was her own rigidity: treating the closing of the deal as a fixed event that had to happen on schedule, instead of one point in an ongoing process. In this episode, Andrea and Elizabeth unpack what changed when they let go of that mindset, and what it taught them about succession more broadly. They talk candidly about being opposite personality types -- Andrea a planner, Elizabeth an adapter -- and how that tension shapes their partnership. They also share the two mistakes they see most often when family businesses transition ownership: starting too late, and leaving the successor out of the design process. Episode page with video, transcript, links, and more If you're navigating a leadership transition, planning to bring in a successor, or thinking about what comes after you step back from something you built, this conversation offers a practical framework for treating that process as a journey worth designing carefully, rather than a deadline to hit.

On today's NKY Spotlight Podcast we get the scoop on what's happening in the City of Erlanger from Lauryn Groce. We're also joined by Bill Hesch of William E. Hesch CPAs who highlights his upcoming Business Owner Success Workshop on Thursday, July 23.The NKY Spotlight Podcast is powered by CKREU Consulting. See less

In this episode, Brian Franco interviews Chris Buttenham with Reins about innovative approaches to employee ownership, succession planning, and increasing enterprise value through strategic ownership structures. They explore how founders can build transferable businesses with options for growth, sale, or legacy.The conversation explores the misconceptions of ownership, the impact of equity and employee alignment, founder dependency, alternative equity, succession planning, and creating leadership that thinks like owners. It emphasizes the importance of proactive succession planning and the first conversation with the leadership team.TakeawaysOwnership misconceptions impact business valuationAlternative equity can drive ownership thinkingProactive succession planning is crucial for enterprise valueChapters00:00 The Misconception of Ownership01:38 The Driving Force Behind Reins02:24 The Impact of Equity and Employee Alignment04:15 Founder Dependency and Business Valuation06:10 Alternative Equity and Ownership Thinking10:55 Succession Planning and Enterprise Value20:45 Creating Leadership that Thinks Like Owners25:23 The First Conversation with the Leadership Team

How do top leaders excel under pressure and what can AI teach us about leadership? Discover the unexpected link between high-stakes decision-making and the psychology that drives both great athletes and executives. Join host, Adam Contos as he welcomes Sébastien Page, the head of Global Multi-asset Division and Chief Investment Officer at T. Rowe Price, overseeing over $500 billion in assets. Sébastien, with decades of leadership experience and a deep dive into positive sports and personality psychology, shares insights from his award-winning research and book, 'The Psychology of Leadership.' You'll learn why leading yourself is the first step to leading others, how stress can be your ally, and the counterintuitive power of admitting 'I don't know', in this powerful episode of Start With a Win.Sébastien Page is Head of Global Multi-Asset and Chief Investment Officer at T. Rowe Price, where he oversees more than $500 billion in assets under management. With more than two decades of leadership experience, he is also a recognized researcher in psychology and investing.A two-time author and six-time award-winning researcher, Sébastien is a frequent guest on CNBC and Bloomberg TV and was named a LinkedIn Top Voice in Finance in 2022. His latest book, The Psychology of Leadership, was released in 2025.He lives in Maryland with his wife and children and enjoys exploring the intersection of leadership, psychology, and investing.00:00 Intro02:24 Lead yourself, what?05:05 HR is not what you think it is!09:20 What makes people thrive?13:20 Best people/leaders know this! 16:05 Part of leadership is this… 18:35 Leaders, TRY THIS.21:20 What are we missing to get the team to perform their best?26:17 Listen for 2 mins and then rewind, this is not in his book! 29:09 It may be this, but it still works…    https://www.psychologyofleadership.net/https://www.instagram.com/sebastienpagebook?igsh=MWk2cWV2c2JmNGhiNA%3D%3Dhttps://www.linkedin.com/in/sebastien-page/ ===========================Subscribe and Listen to the Start With a Win Podcast HERE:

Cornwall is a corner of the world which imprints itself on all who visit, and few businesses are quite as synonymous with their origins as Fat Willy's, a perennial presence on the Cornish coastline.In this episode, Liz and Leila sit down with Co-Owner and Director Marc Ward, to retrace the steps of how a surf shack dream from the 1980s became a Cornish institution, from Marc's dad's original vision to how the brand has grown while staying firmly rooted in Cornwall and family life.

Can you imagine building a successful company, then letting your exit happen by accident? That's the uncomfortable question we sit with as John Gallagher talks with Jim Urban, a longtime advisor to business owners and the author of Succession By Design. A massive “silver tsunami” is coming as millions of businesses change hands, and Jim makes the stakes clear: postponing succession planning doesn't just delay retirement; it quietly increases taxes, magnifies risk, lowers valuation, and leaves your family and key employees exposed if life throws a curveball.

The electric co-op workforce is on the cusp of big change, with a large portion of leadership and other employees nearing retirement age in the coming years. But succession planning involves more than hiring someone's replacement—it's about creating a co-op that's ready for the future. Hear from NRECA Director of Human Capital Planning & Compensation Delaine Orendorff, Deaf Smith Electric Cooperative President and General Manager Tim Burkhalter and Wells Rural Electric Co. CEO Thad Ballard.

Description:  In this podcast episode, be sure to listen to Bill Levinson as he hosts Michael Tobitsch, Executive Vice President & Head of Corporate Development at AmeriLife. Bill and Mike break down not only what it takes to succeed with selling insurance, but also the tools needed for agents to successfully scale their business.Learn various strategies used by other agents and agencies to enhance their value and create long term growth opportunities. There is no time like the present to begin your succession planning and create a lasting legacy that could positively impact future generations for years to come. "This isn't about changing what you do. It's about getting more out of what you've already built." Michael's Bio:  As AmeriLife's Executive Vice President and Head of Corporate Development, Michael Tobitsch spearheads AmeriLife's growth strategy and leads its mergers and acquisitions and partnership integration efforts. Previously, Michael served as a Managing Director at Marsh McLennan, where he managed a team of investment professionals who together deployed over $1 billion annually into global acquisitions across the insurance, investment management and advisory industries. Michael began his career as an investment banker at Wells Fargo Securities. Michael holds a B.S. from Boston University's Questrom School of Business with a concentration in finance and accounting. Check us out online: Agent Back Office Site: LevinsonAndAssociates.com Facebook: @levinsonandassociates TikTok: Levinson&Associates X: @levinsonassoc Instagram: @levinsonandassociates Threads: @levinsonandassociates LinkedIn: @bilevinson Podcast: levinson.libsyn.com YouTube Library: @thelevinson1

Has AI made hiring easier, or has it simply made recruiting more complicated?In this episode of Success Leaves Clues, Robin Bailey and Al McDonald sit down with Kristin Condon, Chief Talent Officer at Sales Talent Agency, to explore how artificial intelligence is reshaping recruitment, leadership, and the future of work.With more than 25 years of experience advising founders, CEOs, CHROs, and executive teams across North America and the UK, Kristin has helped organizations make more than 4,000 successful hires. She explains why the companies winning today's talent market aren't relying on AI alone. They're building authentic leadership, investing in employer branding, and creating cultures where people want to stay.The conversation dives into the growing disconnect between AI-generated applications and the highly sought-after passive candidates companies actually want to hire. Kristin shares why attracting top performers now requires stronger leadership, greater transparency, and a talent strategy that's every bit as intentional as a company's revenue strategy.Robin, Al, and Kristin also discuss employer branding, succession planning, leadership development, candidate experience, and why curiosity, adaptability, and human connection are becoming even more valuable in an AI-driven world.Whether you're a CEO, founder, HR leader, hiring manager, or professional navigating today's evolving workplace, this episode offers practical insights into building organizations where both businesses and people thrive.You'll hear about:How AI is transforming recruitment and hiring Why more applications don't necessarily mean better candidates The growing importance of employer branding Why passive candidates are today's most competitive talent How leaders can retain high performers in an evolving workplace The leadership qualities employees are looking for today Why authenticity and transparency build stronger teams Helping junior talent succeed in an AI-driven economy Why curiosity and adaptability matter more than ever Building succession plans for long-term business success The connection between talent strategy and business growth Why CEOs should treat talent strategy like revenue strategy Creating candidate experiences that attract top performers How human connection remains a competitive advantageWe talk about:00:00 Introduction to Kristin Condon and Sales Talent Agency02:00 How AI is changing recruitment and talent acquisition06:00 Why hiring has become more competitive, not easier09:15 What employers should look for in future talent13:45 Why employer branding matters more than ever17:30 The founder's role in attracting top candidates20:00 Leadership qualities that retain exceptional people23:40 Why employees quietly disengage and leave27:00 The power of vulnerability and transparency in leadership31:00 Why talent strategy deserves the same focus as revenue strategy33:00 Building a legacy through connection, contribution, and communityConnect with KristinLinkedIn: https://www.linkedin.com/in/kristincondon00/ Website: https://www.salestalentagency.com/ Connect with UsLinkedIn: Robin Bailey and Al McDonald Website: Aria Benefits and Life & Legacy Advisory Group

Allison Wyatt is the Founder and CEO of Edgility Talent Partners, which "helps mission driven organizations bring practice and structure in alignment with values. Through our compensation and talent management consulting services we partner with clients to achieve great outcomes." Allison joins host Steve Boland to talk about succession planning for nonprofit organizations, and all the steps that precede that work. Alison talks about the challenge of organizational founders and the first leadership transition, using deputies as a transition step to the permanent transition and much more. Allison discusses building capacity in the board of directors to fill things the lead staff can't do when it turns out there is no unicorn person out there who has all the qualities in a single person. Allison has several recommendations, including examining the current leader taking a sabbatical to stress test a period for the organization. She uses a metaphor about tissue rejection in a transplant metaphor, and how that can reverberate past a first hire, as well as new models like co-leadership.

The worst time to think about succession is when your organization is already in crisis. In this episode, Scott and Scott sit down with succession planning expert Jerry Nelson and ServiStar's Peter Tyson to unpack what the NCUA succession planning rule really means for credit unions. Too many organizations believe having “a name” is the same as having a plan. It is not. Real succession planning develops leaders years before transition happens. Jerry shares practical strategies from his NEXT Method to help boards and CEOs move beyond gut feelings and create measurable leadership readiness. From scorecards and executive demeanor to culture fit and bench strength, this conversation challenges leaders to protect the mission by preparing the next generation before they are needed.  In this episode we talk about and answer these questions:  • what problem is the NCUA trying to solve with succession planning requirements  • why having a replacement name is not the same as having a development plan  • how can boards and CEOs evaluate future leaders beyond technical performance  • what should be included in a succession scorecard for executive readiness  • how often should succession plans and leadership evaluations be reviewed  • how do Target Leadership tools help leaders build executive presence and culture fit  Click Here to Submit Your Questions  Links from show:  Succession Now website The NEXT Method  ServiStar's TARGET Leadership Program  ServiStar's Credit Union PHD course  Subscribe to ServiStar Leadership Podcast on your favorite streaming service 

In this episode of Beefmaster Banter, nationally recognized speaker and family business consultant Jolene Brown joins Dr. Lance Bauer and Hannah Nixon to discuss one of agriculture's greatest challenges—successfully transitioning a family operation to the next generation. From communication and succession planning to leadership, accountability, and preserving family relationships, Jolene shares practical insights gained from decades of working with farm and ranch families across the country. Whether you're preparing for the future or simply starting the conversation, this episode offers valuable perspective on building a business that's worthy of passing on.

Are you ready to redefine success with superfoods and a side of franchising? Dive into the world of Everbowl with Jeff Fenster, its founder and CEO, who's transforming the quick-serve scene with acai bowls that mean business. Jeff, once a skeptic of franchising, shares his journey from anti-franchising to franchise pioneer, revealing how he scaled Everbowl into a nationwide brand without burning out. Learn how to build an empire, discover the power of making friends, having fun, fueling growth, and turning challenges into opportunities. This Start With a Win episode is your blueprint for winning in business and life.A pioneer in the quick-serve restaurant category, Jeff Fenster is the founder of the rapidly expanding, SoCal-based superfood brand, Everbowl™, which he established in 2016. Everbowl is nationally recognized as a rising-star within the sector, making healthy superfoods accessible and affordable for everyone. With a growing footprint of retail locations in SoCal and Arizona, Fenster is driving the monumental growth of Everbowl, with plans to introduce the brand nationwide through both retail operations and a line of superfood-infused CPG products. As part of successfully scaling the brand, Fenster has spearheaded the implementation of innovative processes to streamline Everbowl's revenue-driving efficiencies in areas including operations, procurement, supply chain, and construction.00:00 Intro02:08 Is this why you say no to a franchise?03:57 ...And the Power of Partnerships06:49 Lessons from the Top08:47 Making Friends and Having Fun?12:25 Performance Coaching Advice – 5 Steps! 15:55 Is it possible to make one individual become five?20:20 Leverage up – AI for busy work, you focus ON your business!25:02 Challenge it / ask why it is wrong – it will create so many opportunities!32:10 I don't do this but drink this…https://www.everbowl.com/ https://jefffenster.com/===========================Subscribe and Listen to the Start With a Win Podcast HERE:

Dominion is a three-generation print business which nearly began as the UK's first McDonald's franchisee - that ‘sliding doors' moment set the trajectory for a far greater journey for the firm's family…In this episode, Liz and Leila sit down with Verity Fox, Managing Director of Dominion, the three‑generation print business that's been part of her life for as long as she can remember. Verity shares what makes the business like a “hungry sibling”, sudden succession, balancing grief with leadership, and the quiet strength of a team that rallies when the family is in crisis.

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Today we're sharing an episode from LANDED, a new podcast produced by American Farmland Trust that explores how farms and ranches transition from one generation to the next. Across the country, professionals are helping aging farmers and ranchers make plans for their land. These “Land Transfer Navigators” are securing the future of agriculture one farm, family, and community at a time. In this episode, ride along with Dan Skeeters — a Navigator from Colorado Cattlemen's Agricultural Land Trust — as he supports two different ranching families through the ins and outs of succession planning. But be warned. Among the tales of triumph are moments of heartbreak: sold-off cattle herds and uncertain futures, lost family land and shattered identities. Dan and other Navigators are right there through it all, offering advice, encouragement, and hope.

Send us Fan MailSuccession isn't a one-time event—it's a culture of building leaders who build leaders. In this Private Practice Survival Guide episode, host Brandon Seigel sits down with Amy Lafko to redefine succession planning as role clarity, skills development, and proactive pathways for growth. Learn why delegation without development stalls teams, how to assess and train leadership competencies like clinical skills, and what guardrails mid-level managers need to thrive. You'll hear practical tactics—from quarterly goals to micro-roles—that help you spot emerging leaders before they ask.What You'll Learn:A practical definition of succession that starts with designing the workThe biggest reasons practices fail to grow the next generation of leadersHow to differentiate delegation from development (and build real plans)Why mindset comes first—and how to align authority, accountability, and guardrailsProactive tactics to identify and grow emerging leaders (career rock wall, “AI ambassador,” resume-building prompts)Why soft skills like conflict resolution should be trained across all levels, not saved for directorsHow to structure continuing education to drive responsibility and readinessReady to turn succession from wishful thinking into a repeatable system? Build your bench now and create a practice where leaders truly build leaders. #PrivatePractice #LeadershipDevelopment #SuccessionPlanning #HealthcareLeadership #PracticeManagementAmy Lafko is a leadership and organizational design expert, mainstage speaker, author, and facilitator. Known for her “People First” method, she brings a step-by-step process to put employee engagement and empowerment into practice. Having spent 20+ years in healthcare leadership roles, her work is inspired by her personal transformation as a leader. That inspiration and her energy is multiplied every time she assists someone with their own shift in mindset and intentions.Her book, People First: A Proven Method for an Exceptional Healthcare Practice was an Amazon bestselling new release. In addition to founding Cairn Consulting Solutions, LLC and being certified in TTI Success Insights DISC, Driving Forces and Emotional Intelligence, Amy has earned her MSPT from Ithaca College, her MBA from Loyola University of MD.https://cairncs.com/https://www.facebook.com/amy.lafko1https://www.instagram.com/amy.lafko/https://www.youtube.com/channel/UCd9wuEYF1vSuoD57cq-I57wWelcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today's business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With MePodcast Website: https://www.privatepracticesurvivalguide.com/LinkedIn: https://www.linkedin.com/in/brandonseigel/Instagram: https://www.instagram.com/brandonseigel/https://wellnessworksmedicalbilling.com/Private Practice Survival Guide BookThis show is proudly produced at PS Studios — learn more https://www.psstudios.co

How does a real estate powerhouse and two-time Survivor competitor master the art of leading under pressure and thriving in high-stakes scenarios? Dive into the mindset and strategies of Quintavius Burdette, who's conquered the boardroom and the island, as he shares his secrets to planning, prioritizing, and executing under challenging conditions. Discover how to reset and recharge daily, manage a bustling real estate portfolio with a young family, and stay laser-focused on your goals. If you're ready to level up your leadership and personal discipline, this Start With a Win episode with Adam Contos is your game plan for winning.Quintavius “Q” Burdette is a high-performing real estate leader, former Division I athlete, and nationally recognized reality TV competitor known for his relentless drive and competitive edge.  Originally from Senatobia, Mississippi, Q grew up in a large family where he developed the grit and discipline that would define his success. He went on to compete in both football and track at Ole Miss before taking a bold leap into real estate.Today, he's a top-producing RE/MAX agent, leading a high-volume business and earning a reputation for hustle and results. Many also recognize Q from his standout appearances on Survivor, where his fearless, strategic mindset made him one of the most talked-about contestants.  Whether in business or competition, Q lives by a simple principle: bet on yourself, stay adaptable, and never back down from a challenge.00:00 Intro02:42  Leadership Lessons…07:20 Don't have time, you sure?11:10 Everyone, Needs to be able to set this…15:40 How to compete every day!19:30 How do you want your story?21:30 Mindsets and Systems to be the best!26:39 To grow your business you must know this!!!29:50 Oh it has changed…===========================Subscribe and Listen to the Start With a Win Podcast HERE:

Promoting a high-producing advisor into a leadership role without teaching them how to lead isn't development, it's a risk transfer. Ray Sclafani has seen this pattern play out across hundreds of advisory firms: the best advisor gets promoted, the firm assumes leadership will follow, and within months the culture quietly starts to fracture. In this episode, Ray makes the case that leadership development is not a soft-skills initiative as it is an operational and economic imperative that directly shapes growth, retention, client experience, and enterprise value.What You Will Learn in This EpisodeWhy promoting high performers without leadership training is one of the most common and costly mistakes in wealth managementThe five direct questions every leadership team should ask to diagnose their management infrastructureHow to define what "meeting," "exceeding," and "far exceeding" expectations looks like for every leadership role in your firmHow to build a leadership scorecard that makes accountability observable, coachable, and measurableWhy leadership depth, not any single rainmaker or founder, is what allows a firm to grow without breakingKey Insight from This Episode"Promoting a high-producing advisor into a manager or leadership role without teaching that person how to lead is not development. That is a risk transfer."Leadership is not a reward for strong performance. It is a distinct skill set that requires training, structure, and ongoing accountability. The firms that invest in building that infrastructure now will have the bench depth, the culture, and the continuity to compete at the highest level — and to scale without depending on any one person.The Five Questions to Diagnose Your Leadership InfrastructureAsk your leadership team right now:Performance Reviews: Do you conduct performance reviews more than once a year?One-on-Ones: Do managers hold one-on-one meetings with their direct reports at least monthly?Feedback: Do employees receive regular, real-time feedback — not just at review time?Defined Standards: Have you defined what meeting, exceeding, and far exceeding expectations looks like for every role in your firm?Manager Accountability: Are managers held accountable for engagement, retention, and the development of the people they lead?If the honest answer to most of those is "no" or "not consistently," you have a leadership development gap and that gap has a direct cost.The Four-Step Framework for Building LeadersStep 1 — Define the Leadership Role Vague expectations produce vague performance. When a person is promoted to manager, their scope must be explicit and written down: What do they own? Which decisions are theirs to make? Which require alignment? Which belong elsewhere? Clarity here is not bureaucratic, because it is the foundation of effective leadership.Step 2 — Define What Strong Performance Looks Like For every leadership role, articulate three levels:Meeting expectations — Holds regular one-on-ones, provides timely feedback, follows through on commitments, keeps the team alignedExceeding expectations — Develops talent ahead of need, strengthens team capacity, reduces confusion, helps others make better decisionsFar exceeding expectations — Develops leaders who develop other leaders, builds scalable systems, improves retention, reduces the firm's dependence on any single personOnce the levels are defined, performance conversations, calibration, comp decisions, and development plans all improve. People stop guessing.Step 3 — Build a Feedback Cadence Annual reviews are too slow. By the time the review occurs, everyone already knows what should have been said months earlier. Managers should hold regular one-on-ones, provide feedback in real time, and ask the questions that matter: What is working? What is unclear? What needs to change? What support is required? What are you learning? Where do you want to grow? Feedback should not be dramatic. It should be normal.Step 4 — Hold Leaders Accountable for the People They Lead A manager should be evaluated not only on their personal performance or technical competence, but on the engagement, retention, development, and performance of their team. If a leader is personally successful but leaves behind confusion, burnout, or turnover, that is not strong leadership. Create a leadership scorecard for every manager in your firm. Include five measures: communication rhythm, feedback quality, talent development, accountability, and team health. Review it quarterly. Coach to it. Compensate it.Coaching Questions for ReflectionWhich leaders in your firm, including you, have been promoted based on production or contribution, but never trained to lead?Where have you clearly defined performance expectations, and where are people still guessing?Which leadership behaviors should be measured because they directly shape culture and retention at your firm?What would change if managers were held accountable for the growth of the people they lead?Why This Matters for Enterprise ValueManagers shape the firm's lived experience. Not the values poster in the break room. Not the retreat agenda. Not the title structure. Managers decide how feedback is delivered, whether accountability is real, whether talent is developed or ignored, whether high performers are challenged, whether underperformance is tolerated, whether meetings are useful, and whether people feel stretched, supported, and included.SHRM research shows that only 44% of managers globally have received formal management training. More than 90% of HR executives say people managers are critically important to organizational success — and job satisfaction nearly doubles among workers with highly effective managers.For advisory firms, this isn't abstract. Leadership development affects growth and retention, client experience, and ultimately the enterprise value of what you are building.The firms that develop leaders will win — because they will not rely on any single founder, rainmaker, or heroic operator. They will build bench depth. And that bench depth is what allows a firm to grow without breaking.Resources & References MentionedSHRM — Global Management Training ResearchKorn Ferry — Workforce 2025 Research ReportBuilding the Billion Dollar Business is hosted by Ray Sclafani, founder and CEO of ClientWise, the financial services industry's leading executive coaching and team development firm for elite advisors and wealth management teams.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeBuilding The Billion Dollar Business

In this episode, we welcome Alex Boekelheide from Northville, South Dakota, a fifth-generation farmer passionate about stewardship, continuous improvement, and preparing his operation for future generations. Alex shares the story of his family farm, the responsibility that comes with carrying on a legacy, and the lessons he's learned working alongside his father while transitioning leadership responsibilities to the next generation. The conversation dives into: Growing up on a fifth-generation farm Leadership lessons learned from family and mentors Why succession planning should start earlier than most farms think The value of advisory teams and outside expertise Building a resilient operation through crop diversity Incorporating oats and cover crops into a corn-soybean rotation Soil stewardship and conservation-focused farming Drainage tile, salinity management, and improving productivity Farm marketing strategies and working with trusted advisors Technology adoption and equipment decisions The importance of transparency when preparing the next generation to farm Alex also shares how Farm4Profit episodes featuring Onshore Advisors and BOA Safra inspired him to explore opportunities that ultimately generated substantial value for his operation through R&D tax credits and fertilizer tax programs. He walks through his experience, the process, and why surrounding yourself with knowledgeable experts can help uncover opportunities many farmers overlook. Most importantly, this episode is a reminder that successful farms aren't built by knowing everything—they're built by continuously learning, asking questions, and surrounding yourself with great people. Whether you're focused on succession planning, conservation, profitability, or simply becoming a better operator, this conversation is packed with practical insights and real-world experiences from a farmer who is intentionally building for the next generation. Want Farm4Profit Merch? Custom order your favorite items today!https://farmfocused.com/farm-4profit/ Don't forget to like the podcast on all platforms and leave a review where ever you listen! Website: www.Farm4Profit.comShareable episode link: https://intro-to-farm4profit.simplecast.comEmail address: Farm4profitllc@gmail.comCall/Text: 515.207.9640Subscribe to YouTube: https://www.youtube.com/channel/UCSR8c1BrCjNDDI_Acku5XqwFollow us on TikTok: https://www.tiktok.com/@farm4profitllc Connect with us on Facebook: https://www.facebook.com/Farm4ProfitLLC/Farm4Profit Media is not a financial, legal, or tax advisor. Content is provided for informational purposes only, and we serve solely as a platform for third-party opinions. Any actions taken based on this content are at your own risk. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Farm succession remains one of the most important and challenging conversations facing Canadian agriculture today. Throughout 2026, we've welcomed experts, advisors, and industry leaders to The Impact Farming Show to discuss the realities of transitioning farms, navigating family dynamics, creating financial clarity, and preparing the next generation for success. In this special compilation episode, we're revisiting some of the most impactful moments from six succession-focused episodes featured on the show this year. Whether you're actively working through a transition plan, preparing for future discussions, or simply exploring what's possible for your farm family, this episode highlights key insights, lessons, and perspectives you won't want to miss. Episode Timestamps 00:00 – Introduction 01:53– The $15 Million Lesson Driving Jace Young, His Work, and the Launch of Legacy Farmer 09:40 – Farm Succession in Today's Reality: Planning, Insurance, and Financial Clarity with Ken Doll 14:51 – Enabling the Next Generation of Canadian Agriculture and Food with Colin Brisebois 20:21 – Farm Succession Across the Globe: What Farmers Are Facing Right Now 27:20 – Simplifying Farm Succession: A New Approach for Canadian Farm Families 32:27 – Walking in the Shadows: Taking Over the Family Farm with Trevor MacLean If you enjoy this compilation, we encourage you to listen to the full episodes featured below. Thanks for tuning in, Tracy ========== Featured Episodes 1) The $15 Million Lesson Driving Jace Young, His Work, and the Launch of Legacy Farmer A powerful conversation about the lessons learned from a costly succession experience and how those insights are helping shape better outcomes for farm families today. Listen to the full episode: https://www.farmmarketer.com/Resources/ResourceItem?resourceItemId=594 2) Farm Succession in Today's Reality: Planning, Insurance, and Financial Clarity with Ken Doll Explore the financial realities of succession planning, including risk management, insurance considerations, and creating clarity for all generations involved. Listen to the full episode: https://www.farmmarketer.com/Resources/ResourceItem?resourceItemId=597 3) Enabling the Next Generation of Canadian Agriculture and Food with Colin Brisebois A discussion on supporting young farmers and strengthening pathways for the next generation to enter and thrive in agriculture. Listen to the full episode: https://www.farmmarketer.com/Resources/ResourceItem?resourceItemId=604 4) Farm Succession Across the Globe: What Farmers Are Facing Right Now Featuring: • Eamonn Walsh (Ireland) • Mike Downey (United States) • Derryn Shrosbree (Canada) This international panel explores how farm families around the world are approaching succession planning and the common challenges they face. Listen to the full episode: https://www.farmmarketer.com/Resources/ResourceItem?resourceItemId=614 5) Simplifying Farm Succession: A New Approach for Canadian Farm Families Discover practical approaches designed to make succession planning more accessible and achievable for farm families. Listen to the full episode: https://www.farmmarketer.com/Resources/ResourceItem?resourceItemId=619 6) Walking in the Shadows: Taking Over the Family Farm | Trevor MacLean An honest and powerful conversation about the emotional realities, pressures, expectations, and responsibilities of stepping into the next generation's role on the family farm. Listen to the full episode: https://www.farmmarketer.com/Resources/ResourceItem?resourceItemId=624 Additional Farm Succession Episodes You May Have Missed: 7) Thousands of Family Farms at Risk Due to Outdated Inheritance Rules Explore how outdated inheritance legislation could impact farm families and what changes may be needed to protect family farm continuity. Listen to the episode: https://www.farmmarketer.com/Resources/ResourceItem?resourceItemId=602 8) 10 Mistakes Farm Families Make in Succession Planning with Tracy Brunet Learn the most common succession planning mistakes farm families make and practical steps to avoid them. Listen to the episode: https://www.farmmarketer.com/Resources/ResourceItem?resourceItemId=618 Farm Transition Planning, Farm Succession Planning, Tracy Brunet, Impact Farming Show, Agriculture, Farming, Farmlife, Agribusiness, Farm Business, Farm Finance, Farm Management, Sustainable Farming, Farming Tips, Farm Business Management, Farming Success, Farm Funding Solutions, Agricultural Finance, Farming Innovations, Farm Financial Solutions, Farm Founders, Farm Successors, Agribusiness #Agriculture #Farming #Farmlife #Farmer #Farm #FarmSuccession  ⚠️ Disclaimer: I do not accept any liability for any loss or damage incurred from you acting or not acting as a result of watching any of my publications. You acknowledge that you use the information I provide at your own risk. Do your research.  Copyright Notice: This video and my YouTube channel contain dialogue, music, and images that are the property of The Impact Farming Show: Produced by Farm Marketer. You are authorized to share the video link and channel and embed this video in your website or others as long as a link back to my YouTube channel is provided.  © The Impact Farming Show: Produced by Farm Marketer

Ivy Slater is the CEO of Slater Success, a boutique coaching and consulting firm working at the intersection of strategic growth and succession planning. Before becoming a coach and advisor, she built and sold a seven-figure business in New York City and has spent nearly two decades since working with leadership teams on the strategy, structure, and leadership development required for sustainable growth, with a particular focus on the legal sector. Ivy has guided companies through the leadership and cultural dynamics that shape whether growth, transition, or acquisition actually succeeds. Ivy is a TEDx speaker, host of the Her Success Story podcast, and author of The Best of the Best: Lead Boldly, Scale Rapidly, Create Your Legacy. WHAT'S COVERED IN THIS EPISODE ABOUT SUCCESSION PLANNING AND LAW FIRM GROWTH Law firm leaders who avoid succession planning rarely think of it as avoidance. The conversation feels like it belongs later, closer to retirement, or after the next growth milestone gets hit. So firms keep running on the assumption that the people at the top will always be there, and the planning that would actually protect the firm never quite makes it onto the agenda. Ivy Slater argues that succession planning and strategic planning are the same conversation and that separating them produces short-term thinking at best. Firms that integrate succession into their growth strategy from the start are building something solid, something that can function and grow without depending on any one person to hold it together. That shift starts with how leaders think about succession itself, not as an exit, but as the foundation of a legacy. In this episode of The Lawyer's Edge podcast, Elise Holtzman talks with Ivy Slater of Slater Success about why succession planning belongs inside the growth strategy, how to develop the next generation of leaders and rainmakers, what the numbers in your firm are actually telling you, and how to reframe succession from an end-of-career conversation into a strategy for long-term growth. 2:34 - Why firms treat strategic planning and succession planning as separate conversations 3:13 - Why separating succession from strategy produces short-term thinking 5:45 - The ego and fear that make succession planning feel threatening 9:14 - Succession planning means developing leaders, not just identifying successors 9:49 - How to know your people's strengths and develop them intentionally 13:39 - How Ivy's own business transition became a model for succession done right 17:54 - What firm leaders should actually be tracking 19:46 - Start every conversation with a success by focusing on what's working 23:43 - Reframing succession from exit planning to legacy building 27:28 - The real cost of waiting and what firms lose when they put this off 31:09 - Thinking 5 to 10 years forward and building a firm that lasts 35:58 - Why firm leaders need to read the storybook of numbers Mentioned In From Why Succession Planning Is a Growth Strategy, Not a Retirement Issue Slater Success | Her Success Story Podcast The Best of the Best: Lead Boldly, Scale Rapidly, Create Your Legacy Ivy Slater on LinkedIn Rocket Fuel by Gino Wickman   Get connected with the coaching team: hello@thelawyersedge.com The Lawyer's Edge SPONSOR FOR THIS EPISODE This episode is brought to you by the coaching team at The Lawyer's Edge, a training and coaching firm that has been focused exclusively on lawyers and law firms since 2008. Each member of the team is a trained, certified, and experienced professional coach—and either a former practicing attorney or a former law firm marketing and business development professional. Whatever your professional objectives, our coaches can help you achieve your goals more quickly, more easily, and with significantly less stress. To get connected with your coach, fill out our contact form.

Like the show? Show your support by using our sponsors.Need to update your shop systems and software? Try Tekmetric HERELaunch your tool game to the next level with Launch Tech USA! HERERecorded at Tools in Hershey, PA, Jeff Compton features Cody Kirkenester of Fadely's Auto Masters. After 15 years as a technician and shop foreman, Cody transitioned into the service advisor and shop manager role. He shares his journey into the automotive industry, the training culture that helped shape his career, and a memorable diagnostic breakthrough using a lab scope. Cody also discusses mentoring technicians, managing customer relationships, parts quality challenges, AI in the shop, and one of his fears.Timestamps 00:00 Meet Cody Kirkenester 00:56 From Tech to Advisor 02:27 Early Car Obsession 04:25 School and First Shops 07:40 Joining Faidley's Auto 08:33 Training Culture 12:31 Diagnostic Breakthrough 15:08 Corvettes and Specialty Cars 20:16 Team Development and Mentoring 28:09 Moving Into Management 38:45 Challenges of Being a Service Advisor 47:51 Parts Quality Issues 51:43 Recruiting Young Talent 55:55 Scopes and AI Tools 58:44 Succession Planning 01:01:20 Legacy and Leadership 01:07:41 Wrap Up and Next Steps Follow/Subscribe to the show on social media! TikTok - https://www.tiktok.com/@jeffcompton7YouTube - https://www.youtube.com/@TheJadedMechanicFacebook - https://www.facebook.com/profile.php?id=100091347564232

Dennis Morton and Katie Brown are the founders of Morton Brown Family Wealth, a firm dedicated to helping individuals and families align their financial decisions with their values and long-term goals. Through their client-centered approach, they guide families in building financial confidence, creating meaningful legacies, and navigating life's opportunities and challenges with clarity. 04:13 Billion-Dollar Vision & Goal Setting 06:01 Building a Purpose-Driven Client Experience 10:17 The Founders' Success Exercise 14:17 Transparency, Ownership & Business Growth 20:13 Consistency, Leadership & Client Trust 22:21 Wealth Beyond Money 26:22 The Future of Financial Advice 29:37 Financial Advisor Client Service Mistakes 35:23 Succession Planning for Financial Advisors 53:02 Overcoming Fear as a Financial Advisor Don't forget you can also follow Dr. Rob Bell on Twitter or Instagram! Follow At: X @drrobbell Instagram @drrobbell Download Your Daily Focus Map! https://drrobbell.com/  5 Mental Toughness Advantages for Financial Advisors: https://pages.drrobbell.com  If you enjoyed this episode on Mental Toughness, please subscribe and leave a review! Dr. Rob Bell  

What does it truly take to build a workplace where people don't just show up - they ignite? In this electrifying episode of Start With a Win, host Adam sits down with Moe Carrick, a visionary work futurist and culture architect whose unconventional path - from wilderness guide to organizational mastermind - has given her a perspective on human potential that most leaders never discover. Moe pulls back the curtain on the invisible forces shaping today's most successful (and most struggling) organizations. In a world rocked by seismic workplace shifts, a loneliness epidemic, and the relentless rise of AI, she challenges everything leaders think they know about what employees actually need - and what it costs when those needs go unmet. This is the raw, resonant truth about what separates thriving cultures from toxic ones, and the surprisingly human principles that make all the difference. If you lead people - or aspire to - this episode will change how you see your organization forever.Moe Carrick is a work futurist, culture architect, and bestselling author who helps leaders and organizations turn workplace friction into fuel for growth. With over two decades of experience working with companies big and small - from Nike to nonprofits - Moe's research-backed methods help teams align, scale, and create cultures where connection drives performance. A TEDx and SXSW speaker recognized by Thinkers 360, Fast Company, and the U.S. Chamber of Commerce, Moe is on a mission to fix the way we work so people thrive - and businesses win.00:00 Intro03:45 We all need this… 04:54 This is where organizational culture starts.08:55 Never heard this statement before… 12:40 Employers are being mindful and designing systems for this! 16:00 Biggest important need!20:01 Why we fixing after the fact when those things are core?24:50 Non-negotiable in setting a culture for your organization. 26:15 My fav ritual.  https://moementum.com/ https://www.linkedin.com/in/moecarrick/ https://www.instagram.com/moecarrick/ ===========================Subscribe and Listen to the Start With a Win Podcast HERE:

Richard Yi of Brooklyn Cider House isn't interested in making cider that appeals to everyone. He's interested in making cider with personality and if you've ever enjoyed hearing a cider maker tell the story behind the glass, you're going to enjoy this conversation. In this epiosde, you'll hear how a young man who once imagined a future in engineering found his way into the family cider business. Richard shares the influence of his father, Peter Yi, the evolution of Brooklyn Cider House, and why embracing the unpredictability of fermentation has become central to his philosophy. Along the way, we discuss: • Growing into a family cider legacy • The transition from engineering to fermentation • Why cider doesn't need to taste the same every year • Orchard expression and vintage variation • The role of trust in fermentation • Brooklyn Cider House's approach to craft and authenticity • Building a cider culture that values difference over uniformity Whether you're a cider maker, orchardist, or simply someone who enjoys discovering what makes a cider unique, Richard offers thoughtful insights into the balance between tradition, experimentation, and family. TIMESTAMPS 00:00 Cider With Personality: Richard Yi's Approach to Craft Cider 01:34 Ciderville Standards Update 03:19 French Cider Tour 2026 Preview 04:50 Meet Richard Yi of Brooklyn Cider House 05:44 Family Roots, Wine, and the Path to Cider 07:23 Richard's Food Pairing Philosophy 09:31 Working Inside Brooklyn Cider House 10:43 Succession Planning and Learning the Craft 14:23 Building the New Paltz Farm and Orchard 17:28 Creating a Destination Tasting Room 18:27 Pizza, Barbecue, and Growing Crowds 21:10 Events and Community Building 23:15 Celebrating Korean Culture Through Cider 25:21 Craft Cider Versus Commodity Production 26:05 Native Yeast Fermentation and Cider Making 30:03 Wild Fermentation Versus Cultured Yeast 30:44 Small-Batch Ciders and Limited Releases 31:25 The Story Behind Nomad Cider 33:19 Nomad Cider Tasting Notes 35:24 Apples, Oak, and Barrel Aging 37:37 Sherry Cask-Aged Cider Explained 39:28 Lopez de Heredia and Winemaking Influence 42:15 Dance: A Basque-Inspired Fruit Co-Ferment 43:58 Dance Cider Tasting Notes and Technique 48:31 Innovation, Growth, and Consumer Trends 49:56 The Legacy of Peter Yi 51:17 Tandem Ciders Joins the CiderGoingUP Campaign 53:21 Cider Chat Summer Schedule and What's Next Mentions in this Cider Chat Tandem Cider in Michigan joing the #ciderGoingUp campaign 2026 French Cider Tour Ganzenhof Cider – Belgium eCiderNews Find the full show notes for Episode 506 at CiderChat.com Direct Link at: https://ciderchat.com/podcast/506-richard-yi/ Listen to wherever you get your podcasts and don't forget to subscribe so you never miss what's coming next in Ciderville. Prefer to watch? Find Cider Chat on YouTube for more cider stories, orchard adventures, and global cider culture.

Leading with Character Across Cultures: Global Leadership Systems with Bjorn VikardIn a recent episode of The Thoughtful Entrepreneur Podcast, host Josh Elledge sat down with Bjorn Vikard, a premier business transformation consultant, family enterprise coach, and author of Leading with Characters Across Cultures: The Complete Guide To Authentic Global Leadership, to explore the delicate mechanics of international management. Operating out of bjornvikard.com, Bjorn leverages decades of boots-on-the-ground experience optimizing family-owned manufacturing operations throughout Asia to dismantle the transactional, top-down approaches that stall cross-border expansion. This conversation serves as an essential manual for mid-market founders and executive teams navigating complex global supply chains, multi-generational succession planning, and the subtle cultural dynamics required to secure true operational alignment.The Anatomy of Authentic Influence: Integrating Cultural Intelligence and Succession SystemsTrue organizational scale in international environments demands a rapid shift away from monolithic, Western-centric management frameworks that rely purely on rigid operational hierarchy. Bjorn Vikard notes that executive blind spots are magnified abroad when leaders prioritize technical checklists while failing to appreciate regional variations in workplace communication, such as the consensus-driven methodologies valued in Indonesia versus the delicate conflict-avoidance systems native to Sri Lanka. When expanding operations globally, founders frequently fall into the trap of listening merely to respond rather than processing subtle non-verbal cues, which inadvertently stifles innovation and isolates frontline talent. By prioritizing deep neuro-cultural awareness and adopting active-listening protocols, an organization can systematically dismantle internal friction, transforming cultural diversity from a friction point into a profound operational asset.Unlocking long-term enterprise value within a family-owned enterprise also requires a highly disciplined approach to generational transitions and legacy planning. Founders routinely compromise their own exit strategies because they postpone succession governance, allowing emotional attachment to create massive power vacuums that threaten employee retention and investor confidence. Bjorn emphasizes that effective succession is not a sudden boardroom announcement but a multi-year development system that balances founder mentorship with structured skill-acquisition pipelines for next-generation executives. Utilizing custom leadership blueprints and rigorous 360-degree feedback loops allows incoming leadership to build authentic credibility across the corporate ecosystem long before the official transition occurs, ensuring absolute business continuity throughout the handoff.To help founders safely navigate these cross-border complexities, Bjorn structures his transformation consulting around intensive behavioral modules that emphasize deep character development over superficial corporate buzzwords. This system explicitly helps high-performance executives evaluate their decisions against concrete organizational values, replacing administrative friction with an autonomous culture of radical ownership. When independent team members feel safe to take calculated operational risks and innovate within their local markets, the business naturally minimizes its reliance on heavy-handed micromanagement from headquarters. Ultimately, true global optimization is achieved when an organization establishes a unified corporate identity that seamlessly respects regional operational nuances, allowing the executive team to scale impact predictably across any geopolitical boundary.About Bjorn VikardBjorn Vikard is an Amazon Best-Selling Author, elite international business transformation consultant, and dedicated executive coach specializing in multi-generational family enterprises. With a diverse background guiding heavy manufacturing and corporate structures through complex global expansions, Bjorn helps business owners establish high-trust cultures across distinct geographic regions. He is the author of Leading with Characters Across Cultures, a definitive text focused on helping modern executives align personal integrity with international cross-cultural intelligence.About bjornvikard.combjornvikard.com serves as the primary advisory hub for Bjorn Vikard's global consulting practice, providing executive coaching, organizational alignment audits, and structured leadership development programs. The consultancy specializes in helping mid-sized family firms engineer seamless succession roadmaps, resolve cross-border operational bottlenecks, and implement high-accountability management frameworks. Through rigorous, multi-month mentoring structures, bjornvikard.com equips international corporate entities with the systems necessary to sustain high performance across multicultural landscapes.Links Mentioned in This EpisodeBjorn Vikard Official Website: bjornvikard.comBjorn Vikard on LinkedIn: linkedin.com/in/bjornvikardKey Episode HighlightsThe Neuro-Cultural Alignment: Navigating subtle communication variances between international regions to eradicate operational friction on the frontline.The Multi-Year Succession Roadmap: Designing proactive corporate governance structures to ensure seamless leadership transitions in family-owned enterprises.Character-Driven Management Systems: Moving past basic technical KPIs to anchor organizational growth in high-accountability values.The Active-Listening Superpower: Implementing intentional meeting pauses and open-ended frameworks to capture insights from multicultural teams.Stifling the Founder's Trap: Shifting from centralized micromanagement to a regional model of autonomous employee ownership.ConclusionThe conversation with Bjorn Vikard underscores that cross-border operational mastery is fundamentally an architecture built on self-awareness and localized empathy. By deploying data-driven transition strategies and building cross-cultural communication protocols, global organizations can maintain stable operational performance while systematically scaling their corporate legacy.More from The Thoughtful Entrepreneur

In this episode of Start With a Win, join Adam Contos, host, as he steps into a powerful, no-fluff conversation with Shaun Rawls - a leader who has built empires, walked away from them, and redefined what success truly means.  Shaun pulls back the curtain on the invisible forces shaping how we spend our time, energy, and attention - challenging the habits, relationships, and decisions we often accept without question. Through candid stories, sharp insights, and a few unexpected twists, this episode invites you to rethink what's driving your life and leadership… and what might be quietly holding you back.Shaun Rawls is the Founder and CEO of Rawls Consulting, a national speaker, and author of F-it-less: Living Without What Holds You Back. Over 25 years, he built Atlanta's #1 residential real estate firm — The Rawls Group of Keller Williams — growing it to 2,000 agents and $4 billion in annual sales, earning him a spot on Real Trends' Top 40 Brokers in America.A Georgia Tech grad, Shaun lives in Atlanta with his wife Jeri and their five kids. When he's not building businesses, he's at the beach, on a motorcycle, or on the tennis court.00:00 Intro02:15 Sometimes you have to get out to start new…04:35 Wanted to write it to be this not reactive!06:40 Skills are to make part of your toolbox not this… 08:35 Key skill – listen up!14:10 Biggest aha on writing a book or not writing…15:40 Four Energy Quadrants 19:35 Willing VS Want.22:30 Where leaders get in trouble a lot!24:40 Make them feel the pain to understand.30:05 Gratitude didn't resonate with me! https://shaunrawls.com/https://www.facebook.com/theshaunrawls/ https://x.com/rawlsshaun https://www.instagram.com/theshaunrawls/===========================Subscribe and Listen to the Start With a Win Podcast HERE:

If your business can't run without you, that's a problem. In this episode, learn how to raise up leaders, transfer responsibility, and create a succession plan that sets your business up to win without you.   Next Steps: