Podcasts about Succession planning

Access to land remains one of the biggest challenges facing young farmers and ranchers.On this episode of the Next Gen Podcast, Brownfield's Erin Anderson and Kellan Heavican sit down with Minneapolis-based attorney Mark Balzarini to discuss how land swap agreements can help farm families navigate ownership transitions, support succession planning, and improve opportunities for the next generation.Mark explains: ✅ What a land swap agreement is✅ How land swaps differ from traditional land purchases and cash rent agreements✅ Tax considerations and ownership benefits✅ Ways land swaps can support farm succession planning✅ Common mistakes and overlooked issues families should consider✅ Why early family conversations are criticalSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Welcome to Season 20 of the Troubleshooting Innovation podcast. We're taking a deep dive with Brian LeComte, president and COO of Gold Medal Bakery, on what modern leadership looks like for a family bakery with a century-long history. Sponsored by Midera Food Processing. This week, Brian shares lessons from a century of family leadership — from knowing when to start planning for succession to balancing tradition with innovation. He also explores what today's multigenerational workforce means for the future of leadership in the baking industry.

If your nonprofit doesn't have a succession plan, you still have a succession plan. It's called scrambling. In this episode of Kari's Confessions: A Nonprofit Exec Tells All, Kari Anderson unpacks why nonprofit succession planning gets avoided, and what it actually takes to protect your mission when leadership changes. Kari walks through the difference between an emergency succession plan (the tomorrow morning plan) and a planned leadership transition (the next chapter plan), and why most organizations need both. She shares the story of an executive director who quietly became the system, and the board that wrote a job description for a nonprofit unicorn. You'll also get a practical six-step framework: identify key roles rather than key people, map the relationships tied to revenue and influence, document how the work actually gets done, define interim authority and decision rights, build leadership development into the plan, and connect succession to strategy and revenue. Kari closes with five common mistakes boards make and a one-hour challenge you can put on the calendar this week. Succession planning is not a prediction that someone will leave. It's a promise that the mission can continue whenever change comes. Subscribe for practical tools built for nonprofit executive directors, board members, and founders. Visit inciteconsultinggroup.com to learn more, and follow along on LinkedIn. ––––––––––––––––––––––––––––––––––––––––

When a CEO leaves, the entire organization goes through the transition, and how the exit is handled shapes what the next leader inherits. In this second conversation on executive transitions, David Wheatley, Judy Brown, and Rick Eigenbrod talk about why sense-making has to start the day a departure is announced, how boards and outgoing CEOs can plan the narrative together, and what it takes for a transition to end well. They also share a family business handoff that worked against conventional wisdom and Jeffrey Sonnenfeld's four styles of leadership exits. Humanergy is a leadership development firm helping leaders and executive teams since 2000; learn more at humanergy.com.Link to 1st executive transitions conversation.Learn more about Humanergy's work: https://www.humanergy.comJoin the Humanergy community on LinkedIn.Sign up for our FREE leadership workshops. 

This week Chris sits down with Terry Montesi, Founder and CEO of Trademark Property Company, a Fort Worth developer of retail and mixed-use real estate he started in 1992. Terry was last on the show in 2019, in the middle of what the business was calling the retail apocalypse. They have closed four retail deals in the last 30 days, more than they have ever closed in a month, and Terry now says retail is the best asset class in the country. They get into why almost no new retail space got built for 17 years, what that shortage is doing to rents, and his playbook for creating value at each of his centers. They discuss:• Why almost no new retail space got built for 17 years• Why retailers started volunteering higher rents on their own• The call from a city manager offering to cover a $5 million gap• How a pop fountain landed Tommy Bahama as a tenant• What one grocery lease did to the returns on an entire project• Why he turned down the chance to take the company public• What he is doing to make sure Trademark outlasts him Timestamps:(00:00) Intro(00:54) How Retail Went from Apocalypse to Top Asset Class(05:31) Why Retail Vacancy Is Down to 4.4%(09:49) How Arlington Helped Trademark Win Lincoln Square(16:15) Picking Tenants with Demographics and Expected Distance(21:15) Why Tenant Build-Out Costs Have Doubled(23:44) The Tommy Bahama Deal That Proved Placemaking Pays(31:08) Dunham Point and Landing Whole Foods Late(37:09) Why Trademark Never Became a REIT(41:54) Getting Back into Development and Launching Multifamily(49:33) The Southlake Deal and an $18 Million City Incentive(54:17) Why Capital Chases Grocery-Anchored Retail(58:45) Succession Planning and Keeping Trademark Independent === Presented by Juniper Square: Juniper SquareJuniper Square is the operations partner for GPs in private equity, venture capital, oil and gas, real estate, and infrastructure. It brings technology, data, and administration together on one governed source of truth you own, so your team spends less time reconciling and more time running the firm your LPs are backing. Learn more at https://www.junipersquare.com/powers === Sponsored by: Collateral PartnersCollateral Partners builds institutional-grade investor materials for private credit, private equity, real estate, and family office firms, the kind of marketing collateral that helps you close capital. Learn more at https://collateral.com/powers True North AdvisorsTrue North Advisors is a multi-family office and private wealth advisory firm serving business owners, entrepreneurs, and families since 2000. With over $5.6 billion under management, they're real investors offering conflict-free counsel and portfolios built around your life. Learn more at https://truenorthadvisors.com Relay Human CloudRelay Human Cloud gives you pre-vetted, fully managed global talent for up to 75% less than hiring locally. Your best people stop doing repetitive work and get back to the work that moves your company forward. Learn more at https://www.relayhumancloud.com/powers === Chris on Social Media:X: https://x.com/fortworthchrisInstagram: https://www.instagram.com/thepowerspodcastLinkedIn: https://bit.ly/45gIkFd Watch POWERS on YouTube: https://bit.ly/3oynxNXVisit our website: https://www.powerspod.com/Leave a review on Apple: https://bit.ly/45crFD0Leave a review on Spotify: https://bit.ly/3Krl9jO

At just 26 years old, Charlie Hawker has the reins of his father's business, and he's reinventing a ‘dinosaur industry' in his own ambitious image.Charlie takes us from counting sheets of labels in his parents' spare room to steering A4 Labels through manufacturing, sustainability initiatives and ambitious global plans. We unpack the emotional reality of handing over the reins in a family business, the pressure of leading through three years of decline, and the quiet resilience it takes not to walk away when things get hard. 

"Success means you are free to choose."In this episode of The Quest for Success Podcast, Jam and Dylan Pathirana sit down with Cristina Marques for an honest conversation on leadership, legacy, and what it actually takes to lead, and eventually let go of, a family business.Cristina shares her early life and the influence of her parents, her unexpected journey from a technical career in engineering into leadership, and the moment she was asked to take over the family business her father had built. She reflects candidly on how that felt, the key lessons she carried from him, and what it actually took to build credibility and earn respect as a leader who hadn't always been part of the business.The conversation explores how she innovated inside a long-standing company, built a genuine culture of trust and transparency, and led the business through the uncertainty of COVID-19. Cristina also opens up about one of the most difficult chapters of her career, negotiating the sale of the family business, and what came after, from organising family and estate matters to figuring out her next chapter.She shares the values she hopes to leave her own children, and reflects on how her personal definition of success has evolved at every stage of her life and career.This episode is a powerful reminder that leadership isn't just about building something. Sometimes it's about knowing when, and how, to let it go.What we cover: Cristina's early life and family influence What success means to Cristina, and how that's changed over time Her journey from engineering into leadership Family business history and the transition of leadership Lessons learned from her father Working outside the family business before taking over The moment she was asked to take the reins Building credibility and reputation as a new leader Innovating inside a long-standing business Building a strong, trust-based company culture Navigating COVID-19 as a leader Negotiating the sale of the family business Organising family and estate matters The values she wants to leave her children Reflections on success and what's next"Success evolves over time." Cristina Marques "Success means you are free to choose." Cristina Marques "Every problem has a solution." Cristina MarquesChapters: 00:00 Introduction and Cristina's background 01:40 What does success mean to Cristina? 05:00 Early life and family influence 07:25 Cristina's journey into engineering 11:12 Family business history and transition 16:00 Lessons from her father 18:39 Working outside the family business 20:43 The moment Cristina was asked to take over 21:29 Cristina's feelings about taking over 22:56 Key lessons from her father 26:07 Building credibility and reputation 28:34 Innovating in a long-standing business 29:55 Building a great company culture 31:07 Handling challenges during COVID-19 37:34 Selling the family business 42:47 Negotiating the sale 48:49 Post-sale plans and future ambitions 54:52 Organising family and estate matters 01:00:16 Values Cristina wants to leave her children 01:08:47 Reflections on success and next steps#QuestForSuccess #CristinaMarques #Leadership #FamilyBusiness #Entrepreneurship #Success #Negotiation #Transformation #Trust #Empathy #BusinessLegacy #WomenInLeadership #SuccessMindset #Podcast #InspirationFollow us on all your favourite platforms:Youtube: https://www.youtube.com/@TheQuestforSuccessPodFacebook: https://www.facebook.com/people/The-Quest-For-Success-Podcast/61560418629272/Instagram: https://www.instagram.com/thequestforsuccesspod/Twitter: https://x.com/quest4success_LinkedIn: https://www.linkedin.com/company/the-quest-for-successTikTok: https://www.tiktok.com/@thequestforsuccesspodWebsite: www.thequestforsuccesspodcast.com Please share this around to anyone you think will get value from it : )

Host Aileen Miziolek speaks with Andrew Keyt, founder of Generation6 and a business strategist and succession planning expert with more than 25 years of experience working with family enterprises. Andrew previously led the Loyola University Chicago Family Business Center and the Family Business Network – United States, and is the author of Myths and Mortals: Family Business Leadership and Succession Planning. The conversation explores why families often reach for more governance and structure when conflict resurfaces, even when the underlying issue may be an unaddressed mental health challenge such as depression, anxiety, or substance use. Andrew explains how individual struggles can ripple through the entire family system, why privacy and stigma can leave families feeling isolated, and how to balance compassion with accountability when someone needs help. He also shares practical starting points: leading with curiosity rather than diagnosis, building a "protection team" of trusted truth-tellers, and treating emotional openness as a skill families can practice rather than a one-time fix. This episode offers a candid, research-grounded look at why emotional health belongs at the centre of family enterprise resilience, and how families can begin talking about what is often the hardest topic to raise. Hear more from Andrew on this topic at the Families Summit of Minds (FSOM) 2026, November 20–22 in Banff, Alberta.   All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada.   Guest bio Andrew Keyt, MFT, MBA, is an internationally known business strategist and succession planning expert for family-owned businesses. He has established a global reputation for advising large family enterprises, resolving family conflict, and restoring communication. His family business insights were featured in The Wall Street Journal, Chicago Tribune, Los Angeles Times, Fortune Magazine, The Economist, and Family Business Magazine. Before founding Generation6, Andrew was President and Founder of Keyt Consulting, assisting family enterprises with succession and strategic planning, dealing with family conflict and communication, and executing emergency management transitions. He has worked extensively with some of the largest enterprising families in the United States.   You can learn more about Andrew Keyt on LinkedIn, the Generation6 website, and on AndrewKeyt.com.   Key Takeaways [:22] Aileen Miziolek welcomes Andrew Keyt and launches this episode by asking him how he came to focus his work on the intersection of mental health and family enterprise.   [4:13] How the COVID pandemic underscored the importance of mental health challenges in family enterprise dynamics.   [5:42] Leaning on structure can be misleading when tackling emotional problems; Andrew explains the pathways to building a safer environment.   [7:56] Andrew offers some tips on how to open the door to a safer environment and healthier patterns for family systems. He also highlights early pitfalls to watch for.   [10:09] A family impacts each other every day; making sure we care for the well-being of every member of the family is critical in ensuring the system remains healthy.   [12:40] Andrew explains that there are many paths to holding people accountable for their behavior and touches on the importance of boundaries while leading with love and compassion.   [14:20] Coping with all the change starts with understanding the situation and building the proper support structure for the situation.   [15:57] Andrew explains where privacy concerns stem from and how to counter them. All breakthroughs come from some measure of vulnerability.   [19:58] The skills to create safer environments begin with emotional regulation and consistency. Andrew explains how this practice is honed and why this practice is critical.   [22:33] Unity and cohesion are what sustain families across generations. Andrew breaks down the paradox between individual and collective.   [26:01] Mental health issues that stay unaddressed generally get worse, and when it comes to enterprising families, the health of the system can directly affect the health of the business.   [28:13] Looking out for changes in behavior can help speed up the identification of possible problems,    [30:07] Where can families start?   [32:16] Andrew touches on the nature of the process when multiple support resources are available.   [34:04] Andrew offers the one thing he believes every advisor should add to their practice.   [35:05] The couples that stay together have common characteristics that can be cultivated by families.   [38:12] Andrew shares some resources.   [40:06] Aileen thanks Andrew Keyt for sharing so much of his expertise and invites listeners to subscribe.   If you enjoyed today's episode, you can subscribe to Let's Talk Family Enterprise on Spotify, Apple Podcasts, and other podcast apps. Please remember to share this episode with family, friends, and colleagues. Share your thoughts with us at fea@familyenterprise.ca.   Mentioned in this episode FAMILIES SUMMIT OF MINDS 2026, November 20-22, 2026 in Banff, Alberta From Stigma to Strength: Cultivating Mental Health for a Thriving Family Business, by Andrew Keyt "FROM SILENCE TO STRENGTH: Mental Health in Family Business"   More about Family Enterprise Canada Family Enterprise Canada FEC on Facebook FEC on Twitter FEC on LinkedIn

What if the most important leadership skill isn't knowing when to lead — it's knowing when to let go?In this episode of Experiencing Healthcare, Jamie sits down with Matt Staub, CEO of Your Health, for an honest, story-driven conversation about one of the hardest things leaders face: the moment you have to decide whether to intervene or trust the person in front of you to figure it out themselves. Matt draws on his own experience leading a complex healthcare organization — and some unexpectedly vivid analogies involving Teslas, flight instructors, and teaching a daughter to drive — to explore what real leadership presence actually looks like.What you'll hear in this episode:Why knowing when not to take control is the mark of a confident, mature leaderThe difference between someone struggling because of skill versus someone struggling because of confidence — and why each demands a completely different responseWhat it means to be a "leader of leaders" — and how to build people who can steer the ship when you're not in the roomHow grace, trust, and being secure in yourself are the foundation of every great leadership relationshipWhy leaders should take their PTO — and why the week before you leave is actually your most productiveIf you lead people — or you're being led — this one will stay with you. www.YourHealth.Org

What if the most important leadership skill isn't knowing when to lead — it's knowing when to let go?In this episode of Experiencing Healthcare, Jamie sits down with Matt Staub, CEO of Your Health, for an honest, story-driven conversation about one of the hardest things leaders face: the moment you have to decide whether to intervene or trust the person in front of you to figure it out themselves. Matt draws on his own experience leading a complex healthcare organization — and some unexpectedly vivid analogies involving Teslas, flight instructors, and teaching a daughter to drive — to explore what real leadership presence actually looks like.What you'll hear in this episode:Why knowing when not to take control is the mark of a confident, mature leaderThe difference between someone struggling because of skill versus someone struggling because of confidence — and why each demands a completely different responseWhat it means to be a "leader of leaders" — and how to build people who can steer the ship when you're not in the roomHow grace, trust, and being secure in yourself are the foundation of every great leadership relationshipWhy leaders should take their PTO — and why the week before you leave is actually your most productiveIf you lead people — or you're being led — this one will stay with you.

We'd love to hear from you. What are your thoughts and questions?Dr. Allen and succession planning advisor Rickson Dsouza explore the hidden costs of outward achievement and the mindset shifts needed to build a life of true significance. Discover practical frameworks for wealth transfer, longevity, and intentional growth beyond the paycheck.Main Points:Realign your definition of success by prioritizing health, longevity, and family presence over sheer work hours.Seek out rooms where you are the learner, embracing discomfort to grow alongside peers who challenge you.Apply structured frameworks like the “Take Control” method to clarify goals, numbers, and right-fit clients.Shift your business focus from volume transactions to deep, meaningful relationships with high-net-worth clients.Connect with Rickson DSouza:https://ricksondsouza.comhttps://www.linkedin.com/in/ricksondsouza/https://www.instagram.com/askrickson/https://www.youtube.com/@askrickson

P.M. Edition for Sept. 18. In a letter to investors today, legendary investor Warren Buffett said he would step down as chairman of Berkshire Hathaway. WSJ deputy markets editor Justin Baer discusses why it's happening now, and the details of Buffett's long-held succession plan. Plus, Disney has hired the head of artificial-intelligence company Character.AI to be its first chief technology officer. We hear from Journal reporter Ben Fritz about how this fits into CEO Josh D'Amaro's strategy. And President Trump says he's banning CNN, MS Now and Politico from the White House over their coverage of his administration. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Dr. Tom Staiger, who served as Medical Director of UW Medical Center for nearly 14 years, talks candidly about succession planning and what it really means to lead with the future in mind. Dr. Staiger shares how he approached team-building, why he made a point of never becoming indispensable, and how he navigated the personal side of stepping away - including the loss and the surprising ways the role stayed with him. He also offers practical advice for faculty at any career stage on how to start preparing for leadership, and for current leaders on how to set their teams up for a smooth transition down the line. Read the episode transcript here.Music by Kevin MacLeod (https://incompetech.com/) 

Ed Rivera is a director with BDO Alliance USA, a network of 255 CPA firms and 180 Business Resource Network firms across the country. As an accounting firm owner or practice leader, the question Ed hears most is whether ownership structure determines success. His answer: it does not. Across the public accounting firms he works with, what separates growing practices from stalled ones is leadership alignment, not whether the firm is a traditional partnership, private equity backed, or an ESOP.In this episode, Ed and Brannon dig into the volume of private equity interest reaching CPA firm owners today, and why treating private equity as one single category misses real differences in holding period and strategy from firm to firm. They also unpack what drives a firm toward merging versus staying independent, and Ed's view that both paths are usually driven by the same underlying pressure: whether the accounting practice can invest in the systems, talent, and technology its clients now expect.The conversation also covers what alliance membership can unlock for practice management beyond training, from peer roundtables to leadership development pipelines, and why firms that build something their community is proud of tend to have an easier path through firm succession, whether that means a sale, a merger, or staying independent. Ed closes with a simple framework for any accounting firm owner weighing a succession decision: start by asking why the firm was built in the first place, and who it is really built for.The Conversation CoversHow firm leadership alignment matters more than ownership structure or capital sourceWhy the volume of private equity calls to CPA firms has changed the conversation for accounting firm ownersHow firms decide between merging, selling, or staying independent, and why the early pressures often look the sameWhy joining an alliance for one reason often uncovers value the firm didn't expectHow asking "why" before a succession decision keeps the process groundedWhy community identity and pride show up as a real differentiator for public accounting firmsEd's closing point is a useful one: the firms that build something genuinely attractive, whether they stay independent or eventually partner with someone else, are the ones that focus on the work itself and the clients and communities they serve. The structure follows from that. Getting the structure right first, without clarity on the mission and the people, rarely works in the other direction.This episode is for accounting firm owners curious about how alliance membership could support their growth strategy, practice management leaders wondering how private equity interest should factor into their long-term plans, and firm owners ready to think through firm succession, whether that means selling, merging, or staying independent. It's also a good listen for anyone exploring what makes a CPA firm attractive to a future buyer or partner.Timestamps00:00 - Welcome to The Accountant's Flight Plan with guest Ed Rivera01:32 - What the BDO Alliance is and how 255 CPA firms work within it03:10 - What's top of mind for accounting firm owners in 202605:20 - Why the pace of change in public accounting feels faster than ever06:45 - Why leadership alignment matters more than ownership structure09:15 - Mergers and acquisitions activity across Alliance member firms11:40 - Private equity call volume and why not all PE firms are the same14:05 - What drives a CPA firm to merge versus stay independent16:50 - Culture concerns firm owners raise before a merger or sale18:40 - A firm that joined for training and found unexpected value in roundtables20:30 - How one firm built a stronger leadership bench in three years22:50 - A framework for firm owners weighing sale, merger, or firm succession25:15 - Why community identity shows up in the buildings firms choose to build27:40 - A memorable travel story from earlier in Ed's career30:05 - Book recommendation: The Human ElementBook RecommendationThe Human Element: Overcoming the Resistance That Awaits New Ideas by Loran Nordgren and David Schonthal [Amazon link]Download Now: https://poegroupadvisors.com/accounting-practice-academy/increase-letter/Price increases are nothing to fear. The real challenge is effectively informing clients of these changes. Our templates will help you demonstrate your value and help clients understand the increases necessary to keep your firm afloat.*Download now and receive:*- (1) Major Fee Increase Letter Template- (1) 20% Fee Increase Letter Template

Conversations that Keep Family Businesses StrongFamily businesses face a challenge that other companies don't: business disagreements can quickly become family conflicts - and family conflicts can threaten the business.Succession, sibling rivalry, different visions for the company's future, unclear roles and power imbalances can create friction. Sometimes the conflict is obvious. Other times, family members avoid difficult conversations until resentment has been building for years.So how can family businesses resolve disagreements without damaging either the company or their relationships?In this episode of A Seat at the Table, host Jane Singer speaks with Michael Kern, former CHRO and conflict and culture consultant, about practical ways family-owned businesses can prevent and resolve conflict.Michael explains why the best time to address family business conflict is before there's a crisis—and how open conversations about individual goals, roles and expectations can prevent misunderstandings from becoming major disputes.Why Conflict Develops in Family BusinessesEvery family business is different, but many conflicts begin when family members have different interests that haven't been openly discussed.One person may expect to eventually run the company. Another may want to leave. Someone else may want greater influence without becoming CEO.The problem is that families frequently make assumptions about what other family members want.Michael recommends starting these conversations early and revisiting them regularly because people's goals change.Important questions include:Where does each person see the business going? What role does each family member want? What does success look like for them personally?Getting those expectations into the open can expose differences while they're still manageable.How Do You Resolve Family Business Conflict?When conflict has already developed, Michael uses principles from mediation.The first step isn't deciding who's right.It's understanding what each person actually wants.That requires listening without immediately making judgments. Family members often create their own stories about why another person behaves a certain way. Those assumptions can become barriers to resolving the real problem.Michael recommends reflective listening - demonstrating that you understand what another person's position means to them - and asking questions with genuine curiosity.The objective is to move away from competing positions and uncover the interests underneath them.Someone saying “I want to be president” may actually be looking for respect, security, greater involvement in decisions or recognition of their contribution.Once those underlying interests are understood, families have more options for finding solutions.Give Everyone a VoicePower dynamics can make family business disagreements particularly difficult.Founders, senior family members or more aggressive personalities may dominate conversations. Quieter family members may accommodate them simply to preserve the relationship.That doesn't mean they agree.A neutral facilitator can create space for every family member to speak and ensure that nobody's interests disappear simply because someone else has a stronger personality or more organizational power.Michael also asks participants what they respect about each other.That can shift the conversation away from everything that's wrong and remind people that they usually share something fundamental: an interest in maintaining important relationships and, often, protecting the business.How Do You Make an Agreement Last?Getting everyone to agree in a meeting isn't enough.Michael recommends what he calls “navigating the future.”Before considering a conflict resolved, ask what could realistically derail the agreement six months or a year from now.What happens if circumstances change? What obstacles could emerge? Can everyone actually deliver what they've agreed to?The agreement should also be documented.Without a written understanding, two people can leave the same meeting believing they agreed to very different things.Regular check-ins are equally important. Family members' goals evolve, businesses change and outside circumstances can alter what is practical.A six-month review can determine whether the agreement still reflects everyone's expectations.The Best Strategy: Don't Wait for a CrisisPerhaps the most important lesson is prevention.Family businesses should discuss roles, expectations, succession and individual ambitions before disagreements become entrenched.Family members entering the company may also need clearer conversations about where they fit. Being part of the family doesn't automatically mean someone wants—or is ready—to eventually lead the company.The goal is to replace assumptions with conversations.Because when family members understand what everyone wants, they have a much better chance of protecting both the relationships and the business.In This Episode00:00 – Why family business conflicts become so complicated02:46 – Why difficult conversations need to start early06:00 – Common causes of family business conflict09:56 – How mediation can resolve serious disagreements12:37 – Reflective listening and removing judgment15:29 – Positions versus underlying interests17:46 – Using respect to rebuild common ground20:28 – How to make agreements last22:56 – “Navigating the future” and anticipating problems24:58 – Why regular follow-ups matter25:56 – Why family business agreements should be documented29:16 – Making sure quieter family members are heard30:53 – Managing power dynamics within the family33:11 – Why prevention is better than crisis intervention35:15 – Helping the next generation find the right roleAbout Michael KernMichael Kern is a former Chief Human Resources Officer and a conflict and culture consultant with experience working with family businesses, organizational culture and mediation. He helps organizations navigate difficult conversations, understand competing interests and build agreements designed to work in the real world.Website:  www.mediatormindset.comLinkedIn:  https://www.linkedin.com/in/michaelwkern/SEND US A MESSAGEStop starting over again each month. We'll work one-on-one build a tailor-made system you can repeat each quarter.  Marketing gets done - on easy mode.  Learn more about the Consistent Marketing System.Visit A Seat at The Table's website at https://seat.fm

We'd love to hear from you. What are your thoughts and questions?Explore how business owners can leverage Employee Stock Ownership Plans (ESOPs) to maximize value, protect company culture, and secure a lasting legacy. Matt Middendorp shares his expert perspective on why employee ownership acts as a transition tool that avoids the pitfalls of traditional private equity sales.Main Points:Evaluate exit strategies based on four critical buckets: price, control, identity, and legacy.Maximize financial outcomes by understanding the difference between top-line price and actual take-home returns.Implement ESOP structures to qualify for significant federal and state tax benefits.Foster company growth by aligning employee financial goals with organizational success through continuous education.Create a sustainable business model that functions independently of the owner's direct daily involvement.Connect With Matt Middendorp:matt.middendorp@visionpointcapital.comwww.esopready.comhttps://www.linkedin.com/in/mattmiddendorp/

Send us Fan MailNonprofit success planning may be a better fit for today's volatile operating environment than the traditional three-year strategic plan. Jeffrey Wilcox, President and Chief Learning Curator at Third Sector Company, challenges nonprofit leaders and boards to stop treating planning as an event and start treating it as an ongoing organizational process.“Strategic planning is an antiquated term. What we really are talking about now is success planning,” Jeffrey says. That distinction changes a lot!  Instead of organizing a plan around departments, fundraising, programs, governance, and other organizational functions, Jeffrey encourages nonprofits to identify the forces that will either lead them toward (or away from) success.That means defining the achievements the organization actually wants to create, understanding its role within the community ecosystem, listening to stakeholders, examining financing rather than simply fundraising, and being willing to confront uncomfortable organizational truths.Leadership transition becomes part of that strategy.Jeffrey explains why transitional leaders should not be viewed as nonprofit “substitute teachers” keeping operations moving until the next CEO arrives. Their job can be much larger: build organizational capacity, reduce future executive attrition, establish shared truth, challenge assumptions, build stakeholder buy-in, and prepare the runway for the organization's next leader.  “You are the runway. You are not the jet”, he adds. Third Sector Company typically views this intentional transition as roughly a 9-to-14-month process and not a quick executive search. Jeffrey also shares that its Interim Executives Academy has trained 850 nonprofit professionals across 47 states.The larger business lesson is provocative: planning should not end when the strategic plan is finished. Nonprofits operating amid changing funding, public policy, workforce expectations, community needs, and leadership turnover need a management process capable of learning and adjusting as conditions change.Key Takeaways:Shift organizational planning from functions and activities toward the forces that drive success.Define success before hiring the leader expected to deliver it.Treat planning as an ongoing management process—not a completed project.Establish “shared truth” using data, organizational reality, and stakeholder perspectives before choosing direction.Use transitional leadership to build capacity and create a stronger runway for the permanent successor.Expect meaningful leadership transition to require sustained work; Jeffrey describes a roughly 9-to-14-month process.00:00:00 Rethinking Nonprofit Strategic Planning 00:02:26 The Leadership Succession Problem 00:04:26 Why Traditional Strategic Planning Falls Short 00:07:18 Strategic Planning vs. Success Planning 00:10:35 Better Questions Create Better Strategy 00:13:37 Rethinking Interim Leadership 00:19:08 Building the Transition Team 00:23:55 Leadership Transition as Capacity Building Find us Live daily on YouTube!Find us  Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits!  12:30pm ET   11:30am CT  10:30am MT  9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

We often talk about what a new executive director should accomplish in their first 100 days. But what should the organization be doing? In this episode, Nancy and Sarah turn the usual first-100-days conversation around and explore how boards and staff can help a new leader learn the organization, build relationships, understand the money and mission, and listen before jumping into action. Question to consider before listening:What does a new ED need to learn before they can lead well? Enjoyed this episode? Share it with a friend. Want to request a topic? Email us at nonprofitradioshow@gmail.com.You can also follow us on these social media channels:Facebook: www.facebook.com/nonprofitradioshowInstagram: www.instagram.com/nonprofitradioshowTwitter: @smallnonprofitsLinkedIn: www.linkedin.com/company/nonprofit-radio-show/You got this. 

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(0:00) Introduction to the inaugural Boardroom Governance Summit(02:18) The Board's Role in CEO Succession: why succession is about more than hiring and firing the CEO, and why boards should think about the entire executive management team(04:57) Is the CEO You Have Today the CEO You Need Tomorrow? How rapid changes in markets, technology, and industry can change the leadership profile a company needs(06:31) Why Succession Plans Fail: boards know succession is important, so why are so many still unprepared?(07:54) Succession as an Ongoing Process: why the conversation should begin on the first day of a CEO's tenure(09:23) The Emotion of CEO Succession: ego, fear, trust, and why succession can become one of the most difficult conversations between a board and a CEO(11:14) Who Owns CEO Succession? The role of the board chair, Nom/Gov Committee, Comp Committee, and other board leaders(13:24) Developing Internal Candidates: how directors can build relationships with senior executives and assess whether they could realistically become CEO(14:57) The P&L Test: if operating experience is essential for the next CEO, boards need to create those development opportunities years in advance(17:53) Private Equity and CEO Succession: the influence of investment horizons, exit expectations, and the private equity sponsor(19:24) Family-Owned Companies: long-term ownership, outside CEOs, independent boards, and succession across generations(20:41) Venture-Backed Companies: what happens when investors have backed the founder but the founder may no longer be the right CEO to scale the company(22:47) Founder Control and Dual-Class Shares: the limits of board influence when founders retain voting control(24:56) Shareholder Activism: why activists often target CEO performance through the board and how directors should assess their own vulnerabilities(28:00) AI and the Next Generation of CEOs: why intellectual curiosity, adaptability, and the willingness to learn may matter more than claiming to be an AI expert(30:06) How AI, geopolitics, and accelerating change are reshaping the qualities boards should look for in CEOsKaren Francis DeGolia is a board member at Vontier, CelLink, and NAUTO. Penny Herscher is a board member at Lumentum, Penguin Solutions, Forvia SA, and Modern Health.This conversation was recorded at the inaugural Boardroom Governance Summit in Healdsburg, California, on August 26–27, 2026. ---Stay connected with Boardroom Governance:Website: boardroom-governance.comNewsletter: Boardroom Governance on SubstackYouTube: Boardroom GovernanceLinkedIn: Evan EpsteinX: @evanepsteinSubscribe to the Boardroom Governance newsletter for governance insights and exclusive subscriber content: evanepstein.substack.com---Music: “Seeing The Future” by Dexter Britain, via Free Music Archive, licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 3.0 United States License.

Succession plans live in a binder nobody opens until someone quits, and by then it's out of date. Here's a two-part excise you can actually run this week. In this episode, David Wheatley opens a four-part series on succession planning by skipping the expensive consulting version most companies pay for and never use again. Instead, he breaks it down to two tools built to actually get used - 2 Names, 3 Charts.Learn more about Humanergy's work: https://www.humanergy.comJoin the Humanergy community on LinkedIn.Sign up for our FREE leadership workshops. 

Guest: Chad Taylor, Founder, Seapoint Wealth Advisors (San Diego, CA) — Forbes 2026 Best-in-State Wealth Advisors (confirm firm name/URL before publishing)What you'll learn in this episode:• How do you know if your clients are truly loyal — and what does bringing over 100% of your book actually prove?• What finally makes it worth leaving a warehouse firm to go independent?• If everyone says “it's about service,” how do you make yours believable to a prospect?• Why does having a defined, written client process matter more than the pitch?• How should you think about risk management and insurance as a fiduciary — starting from the plan, not the product?• When do annuities make sense again, and what changed with higher rates?• What's driving the wave of practice acquisitions, and how do you assess cultural fit before you buy?• How do you help high earners overcome “lifestyle creep” and see whether they're actually on track? **This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@optimizedins.com Optimized Insurance Planning

One fateful year for dairy farmers and a simple milk quota turned a Cotswolds dairy farm into a nationally-beloved, family-owned ice cream brand - Marshfield Farm Ice Cream.In this episode of It Runs in the Family, Leila and Liz sit down with mother-son duo Dawn and Angus Hawking to explore how diversification and graft turned a side hustle in the late-80s into a multi‑generational business.From robotic milkers and B Corp accreditation to Swizzles licensing deals and “Deliver‑Moo” home delivery, we bring you a candid, hilarious, and practical look at building a family business the next generation is proud to inherit.

The Gardners have been talking about their farm succession plan since the three kids were in high school

One of the great Apple executives announced he is stepping back from his roles at Apple. Phil Schiller will focus on his role as an Apple Fellow moving forward. Apple has announced price increases for its Apple TV and Apple One subscriptions. This is the second time in a year Apple TV prices has increased. Bloomberg has an article focusing on some of the executives at Apple that may be retiring in the few years. Brought to you by: Storyblocks Head to Storyblocks access the human-made stock media library that's essential to my workflow. For a limited time, they're offering 15% off any annual plan, and that discount is only available through my link. Again, storyblocks.com/dalrymple for 15% off annual plans. Show Notes: Apple's first immersive MLB broadcast Apple TV Buys an Existing Hit for the First Time Ever Apple announces price increase for Apple TV and Apple One subscriptions Apple's succession planning On John Ternus taking over Three Narratives from the John Ternus Executive Profile Apple's Phil Schiller Scales Back Role as John Ternus Era Begins Shows and movies we're watching Mad Men, Netflix Idris Elba, on Netflix in the UK

Most owners have never put a number on the business they have spent their life building. This episode puts one there.Jimmy Nicholas and Dustin Burleson take apart what a business is actually worth, what changes that figure, and what an owner can do about it long before a sale is on the table. Jimmy sold his agency to private equity in 2019, and he walks through the parts nobody warned him about. Dustin has bought, sold, and advised on the other side of the table, and he brings the buyer's view of what makes a business worth paying up for.**In this episode:**- Why the consultants Jimmy paid tens of thousands of dollars were wrong about a personality-based business being unsellable- The question that tells you whether you own a business or a high-paying job: if you were gone tomorrow, does it tank in 90 days- **Recastable expenses** and the owner salary add-back, and why the math changes once EBITDA crosses one million dollars- Why recurring revenue commands a different class of multiple, and how consumer brands get valued on revenue rather than earnings- The **Rule of 40**, and the third, third, third formula Jimmy ran as guardrails without knowing it had a name- Dustin's three rules of negotiation: who you are dealing with, never negotiating under duress, and going one year further back in due diligence than you think you need to- Why the best negotiating position is not needing the deal**Timestamps**- 00:00 Intro- 00:18 Why this topic, and the four kinds of owner listening- 02:18 Small business as a wealth generation vehicle- 03:18 Addressing the skeptic: what the consultants got wrong- 08:18 What building it to sell actually changes about running it- 10:18 Exit strategy: why are you getting off the highway- 13:18 The 90 day test- 16:18 Jimmy's 2019 sale, and what the buyer could give his team that he could not- 20:18 EBITDA, recastable expenses, and the owner salary line- 23:18 Multiples by industry, and revenue multiples versus earnings multiples- 26:18 The Powerball whiteboard exercise- 30:18 Creating your own luck, and the room where Jimmy raised his hand- 32:18 Due diligence, and why it is worth going through- 35:18 What a bad negotiation looks like- 40:18 The liability line, and the question Jimmy asked his attorney- 44:18 What each of them wishes they had known- 48:18 The Rule of 40- 54:18 What is coming next month**A note on the numbers.** The multiples in this episode are not one range. Jimmy speaks generally about businesses under one million dollars in EBITDA. Dustin's four, seven, and ten times figures are scoped to orthodontics specifically, and his Uber, Airbnb, and DoorDash figures are multiples of revenue rather than earnings. Know which one applies to you before you anchor on it.**Get the resources.** The valuation worksheet for this episode, along with the full transcript and everything referenced, is at [MomentumInsiders.com](https://momentuminsiders.com). Free to join.**Next month:** owning your assets versus renting them, and the things in your business you may think you own but do not. Get additional resources, scorecards, and working frameworks at WealthyMomentumPodcast.comSubscribe on YouTube: YouTube.com/@WealthyEntrepreneurHQLearn more: WealthyEntrepreneur.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How do you lead when trust in business, government, and media is at a generational low? On this episode of The Voice of Retail, host Michael LeBlanc welcomes Keith Wyche, Fortune 500 board director, keynote speaker, and author of the new book Uncommon Leadership: A Blueprint for Restoring Integrity, Trust, and People-Centred Leadership.Keith's retail story begins in the back room of one of Ohio's largest Sears stores, working the paint department as a college intern. From there, he built a career inside organizations in the middle of massive change: AT&T as the Bell monopoly broke apart, IBM as it shifted from hardware to solutions, then grocery at Cub Foods, where he spent his first months cutting meat, icing cakes, running a register, and stocking freight to understand the work before changing it.He shares the hard feedback that explained why he kept hitting quota at IBM but never got promoted: without followership, there is no leadership. That lesson underpins his trust formula, character times competency times consistency, where a zero in any one factor cancels the other two. Keith and Michael dig into why leadership drifted from service to self-interest, pointing to quarterly earnings pressure, a celebrity culture that rewards charisma over character, and CEO pay that has climbed from roughly 25 times the average employee to 200.The conversation turns to Walmart, which Keith joined in 2015, a year after Doug McMillon began pushing the company out of its brick-and-mortar comfort zone. He describes the unvarnished truth session, the burning platform, the jet.com talent infusion, and the storytelling that made the stakes real, including his reminder that Sears once had both the stores and the catalogue and is gone today.For executives who want somewhere to start Monday morning, Keith offers a practical framework. Listen to associates, using the two questions he asks on every store walk. Listen to customers and vendors. Then clarify and simplify the mission the way Walmart turned everyday low cost into everyday low price. A Chicago self-checkout rollout that consulted neither associates nor shoppers serves as a cautionary tale.They close on board composition in the AI era, the CEO, CFO, and operations seats plus the cybersecurity and AI expertise that may sit with a director in their thirties, and why customer-facing automation like shelf-scanning robots and AI greeters got piloted and pulled. As Keith says, AI can tell you a tomato is a fruit; wisdom tells you not to put it in the fruit salad.His parting advice for the next generation of retail leaders is simple: human capital is the most important asset on the balance sheet. "I'm in the people business," he says. "I just happen to sell groceries." Presented by Kokek, Canada's Way to Pay. Visit Konek.ca to learn more. Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fifth year in a row, the National Retail Federation has designated Michael as on their Top Retail Voices for 2025 and 2026. Thinkers 360 has named him on of the Top 50 global thought leaders in retail. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.

This week, I'm sitting down with Mitch for a deep dive into success, purpose, reinvention, and why your best chapter may still be ahead of you.My career has taken some fascinating turns. From law enforcement to entrepreneurship to leading one of the world's most recognized real estate brands as the CEO of RE/MAX Holdings, I've learned that while the titles on your business card may change, the mission stays the exact same: build trust, solve problems, and help people move forward.Whether you're just starting out, navigating a major career transition, or wondering what's next after achieving significant success, I'm sharing some practical wisdom on how to create momentum, find your ultimate purpose, and build a life you never want to retire from.00:00 Intro01:40 Adam's powerful definition of success04:15 Why solving problems become the foundation of every career move07:35 The side hustle that unexpectedly opened the door to RE/MAX12:15 The shift from “wins and losses” to “wins and learns”13:10 How micro wins create macro results17:15 Why boredom might actually be pointing you toward your next season19:36 The Game Changer Strategy 23:20 The Struggle Strategy28:30 Lightning Round – Major Insights, Listen til the EndABOUT DREAM THINK DO PODCAST:DREAM THINK DO is the motivational podcast that gives you the stories, science, and strategies to DREAM bigger, THINK better, and DO more of what you were put on the planet to do. Hosted by Mitch Matthews – success coach, author, and keynote speaker – each episode features powerful conversations with world-changers like Brendon Burchard, Lewis Howes, Sara Haines, and Michael Hyatt… plus everyday people with extraordinary stories.Whether you're an entrepreneur, leader, creative, or someone chasing a big dream, you'll get the inspiration and tools to take your life and career to the next level. Think personal development meets real-world strategies – all delivered with heart, humor, and zero hype. https://mitchmatthews.com/blog/ ===========================Subscribe and Listen to the Start With a Win Podcast HERE:

The chief growth officer at Steward Partners says advisors should forge strategic partnerships, implement succession plans, and strive to achieve work/life balance. Host: Greg Bartalos. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What happens to a values-led company when its founders or longtime owners are ready to step away? Ryan Honeyman speaks with Miren Oca of Ocaquatics and Claire Randall of Grand Central Bakery about employee ownership trusts, perpetual purpose trusts, seller financing, and the culture required before an ownership transition can work. They share what they learned from rejecting more traditional exit paths, why profitability and financial literacy matter, and how alternative ownership can help B Corps protect mission and keep wealth rooted in their communities.View the show notes: https://go.lifteconomy.com/blog/two-ceos-share-their-inside-stories-employee-ownership-and-purpose-trusts-w/-miren-oca-claire-randall

Greg Hoover spent his career at the top of the relocation and moving industry, with CEO, COO, and President roles at Bekins Van Lines, A. Arnold Relocation, New World Van Lines, and Atlas Van Lines. Two years ago he was outsourced, that turned into consulting work, and it has since grown into Third Star Consulting and a book called Lead Anyway: Ordinary You, Extraordinary Impact. His argument is that leadership does not require a title, a position, or anyone's permission. Key Discussion Themes: • Why waiting for a title or role before you lead keeps people sitting back, and what it looks like to lead from wherever you already are • The 80/20 rule, and how letting go of perfect got a 132-page book finished in three weeks after years of stalling • Kindness and empathy as the entry point to leadership, including the neighbor and the flower beds • Communication as the first act of leadership, and why people fill an information void with the worst version of the story • Focus over complexity in small business, running five plays well instead of building 300 Listener Takeaway: The effort to get from 80 percent to perfect is rarely worth what it costs, and the thing you never ship helps nobody. Greg's book sat unwritten for years because he believed it had to be 300 pages. Once he dropped that number it was done in three weeks. Connect with Greg: Website: https://thirdstar.net Cohort Workshop: https://leadanywaylive.com LinkedIn: https://www.linkedin.com/in/greg-l-hoover-1368243/ About the Host: Entrepreneur Conundrum is hosted by Virginia Purnell, founder of Distinct Digital Marketing, where she builds human-driven AI systems that help business owners get their time back (and get seen). New episodes every Monday. Work with Virginia: https://www.distinctdigitalmarketing.com LinkedIn: https://www.linkedin.com/in/virginiapurnell Listen to the Full Episode: https://entrepreneurconundrum.com/greghoover

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

The topic of succession planning is something we will always continue to learn about and today we are taking a unique approach to succession planning and focusing on common misconceptions.   Dairy Stream host Joanna Guza and guest, Attorney Will McKinley, discuss the following topics:  Most common misconception Who should be involved Timeline Estate plans ‘Fair means equal' ‘Sweat equity takes the place of wages' Giving up control of the farm Legal protection from outside forces What you should be asking your attorney Advice to young farmers  About the guest: Will McKinley is the President and CEO of Menn Law Firm, a full-service law firm headquartered in Appleton, Wisconsin, with one of the state's largest agribusiness legal practices.  Will focuses primarily on helping farms and ag-related businesses with a wide range of legal issues, but in particular, Will enjoys working with farms on business succession planning.    This is sponsored by the Menn Law Firm. Resources: Menn Law Firm Agribusiness resource Contact Will:  William-Mckinley@mennlaw.com Compeer Financial is proud partner of Dairy Stream.  Learn more about Dairy Stream sponsorship. This podcast is produced by the Voice of Milk, a collaboration of individual dairy organizations working to improve the future of dairy farm families. Become a sponsor, share an idea or feedback by emailing podcast@dairyforward.com. 

What happens when your festival colleague is also your mum, your aunt or your dad behind the decks? In this We Out Here Festival special, Liz and Leila roam the show to find artist liaison dynamos, Tanzanian musical queens, and a producer–DJ team comprising father and daughter to hear how music, work and family blur into one big shared project. Together, they unpack the unspoken language of working with loved ones, the reality behind proving yourself, and the quiet graft that keeps artists feeling held on and off stage. 

Strong strategies don't fail because they're poorly written. They fail because they weren't designed with operational reality in mind. In this episode, Wayne Whitzell, Senior VP Strategic Accounts, SOLID Surface Care and First Vice Chair on IFMA's Global Executive Board, sits down with Amanda Muzzarelli, Global Operations Director at Macro, to explore what separates effective facility management leaders from reactive ones. Together, they discuss preserving institutional knowledge, creating psychological safety, developing future leaders and why understanding day-to-day operations is essential for successful strategy execution. They also examine how AI may reshape facility management workflows and why curiosity and leadership remain the profession's greatest competitive advantages.  Timestamps: 0:00 - Why role clarity is a gift 1:20 - Meet Amanda Muzzarelli 2:40 - From public affairs to facility management 6:10 - Why institutional knowledge lives in people 7:30 - Building psychological safety for knowledge transfer 9:00 - How to preserve institutional knowledge before it's lost 10:35 - Escaping the tactical mindset 11:10 - Why role clarity makes better leaders 12:10 - Leading global FM teams without micromanaging 13:15 - Developing leadership instead of doing everything yourself 15:05 - Self-reflection as a leadership skill 18:20 - Why great FM strategies fail during execution 20:45 - World Workplace 2026 21:15 - The biggest mistake strategists make 22:30 - Why facilities teams need a seat at the table 23:35 - Shadow systems and hidden operational knowledge 25:05 - How AI can eliminate repetitive FM tasks 27:10 - When will AI become part of everyday FM? 28:10 - Amanda's prediction: AI in FM within 3–5 years 29:20 - Why AI won't replace facility managers 31:05 - Who will lead AI adoption in FM? 32:10 - Why curiosity matters more than technical expertise 35:00 - Preparing the next generation of FM leaders 35:50 - Amanda's World Workplace sessions 36:45 - Closing remarks Resources from the episode: Connect with Amanda on LinkedIn Join us at World Workplace in Anaheim 17-19 November: https://worldworkplace.ifma.org/ Connect with Us:LinkedIn: https://www.linkedin.com/company/ifmaFacebook: https://www.facebook.com/InternationalFacilityManagementAssociation/Twitter: https://twitter.com/IFMAInstagram: https://www.instagram.com/ifma_hq/YouTube: https://youtube.com/ifmaglobalVisit us at https://ifma.org

Succession is one of the greatest challenges facing the ranching industry today. With an estimated 70% of U.S. farms and ranches expected to change hands over the next 20 years, thoughtful planning will be essential to ensuring these operations survive and remain productive for generations to come.Successful succession involves far more than transferring land from one generation to the next. It requires early planning and honest conversations about family roles, business structure, finances, ownership, and the changes that come with transitioning leadership.In this episode, host and CEO of the Rangeland Trust, Michael Delbar, sits down with Rangeland Trust ranching partners Mark and Dina Moore of Lone Star Ranch. They share their experience keeping the ranch intact across generations and the steps they have taken to prepare the next generation to lead while preserving the legacy of the land.The discussion also examines the broader challenges facing ranchers today, including rising costs, regulatory complexity, development pressure, and the difficulty of keeping younger generations engaged in agriculture.Want to learn more? Chat with us!Support the showLearn more about the work the Rangeland Trust does by following us on social media @rangelandtrust!

The Dairy Streamlet is a condensed version of a long Dairy Stream episode and covers the high-level points of the conversation. If this topic interest you, then listen to the full episode on Aug. 26. Dairy Stream host, Joanna Guza, and guest, Will McKinley, President and CEO of Menn Law Firm, discuss the most common misconception of farm succession planning, timeline of transitioning a farm, sweat equity, what you should be asking your attorney and advice to young farmers. This is sponsored by the Menn Law Firm. Compeer Financial is proud partner of Dairy Stream.  Learn more about Dairy Stream sponsorship. This podcast is produced by the Voice of Milk, a collaboration of individual dairy organizations working to improve the future of dairy farm families. Become a sponsor, share an idea or feedback by emailing podcast@dairyforward.com.

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/

About the Guest: Kristin Andree, CFP® With 26 years of financial planning and advisory experience, Kristin Andree is a former Fortune 100 managing director who now serves as the founder of My FA Coach and creator of Advisor Edge. She has coached thousands of top advisors and firms across the industry, though she deliberately takes fewer than a dozen private clients and firms per year — typically those north of $1M in revenue. She's known for her signature philosophy: "know your people, find your people, love them hard." The Four Stages of an Advisor's Business Kristin frames every advisory practice as moving through four stages. Emerge covers the beginning, where advisors build momentum and habits. Elevate is where they start to scale and differentiate, pushing to the next level. Elite marks the shift from simply being an advisor to building real enterprise value, and Exit involves retiring, selling, or transitioning the practice to a successor. Along the way, predictable plateaus appear: the first typically hits around $250K–$350K of revenue, where advisors are working hard but not smart, and the next around $600K, where small tweaks are usually enough to get them past $1M. The Two Biggest Mistakes Advisors Make The first mistake is information overload — ideas are everywhere, but without help sorting through what actually fits your practice, market, and style, execution stalls. The second is trying to be all things to all people, failing to define a niche narrowly enough to stand out from the "sea of sameness." The fix, Kristin argues, isn't more information — it's accountability, implementation, and someone to help you eliminate everything below your minimum acceptable floor. Niche & Differentiation Most advisors can't clearly define who they serve, and "business owner" is far too broad to count. Narrow messaging is what makes an ideal client stumble onto you and think "that's me." The fear of narrowing is real, but when you go hard in your market, the other clients still show up through referrals. This matters more than ever because AI and search are changing discovery — prospects now search by their specific situation, so your messaging has to match to be found. AI in the Modern Practice Kristin uses AI daily for research and industry trend digests, and she built "Pocket Kristin," an AI coaching concierge trained on her frameworks, videos, and coaching, so Advisor Edge members can get answers between sessions. It's deliberately limited — handling practice management and languaging only, never planning, tax, or compliance topics. The real opportunity is time: AI note-takers alone can save advisors roughly 10 hours a week to redeploy toward clients. She sees a great divide in the industry, with some advisors embracing AI while others stay frozen — but as she puts it, it's a "when," not an "if." What AI Will Never Replace What technology can't touch is the human, relationship, and emotional side of advice, including the work of managing fear and greed that's hardwired into our biology. Kristin points to being present for clients in the moments that matter — recalling sitting with her aunt after a loss, where the paperwork took seconds but the human part was everything. AI can surface the strategy, but the advisor still owns implementation, accountability, and trust. The Race to Success Connection Coaching and practice management map directly to OIP's Business Throttle piston. The four growth levers — people, systems, marketing, and technology — all matter, but messaging comes before marketing. The biggest inflection is the seven-figure shift: moving from "best advisor" to business owner and CEO, building something that outlasts you. It all comes back to "slow down to speed up" — growth comes from doing the right, often hardest, things, not simply doing more.   **This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@optimizedins.com Optimized Insurance Planning

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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.

How can Texas families keep their farms and ranches in agriculture for generations instead of watching them disappear to development? In this episode of Soil Sisters, recorded from the Southern Family Farmers and Food Systems Conference, meet Darren Clark, Director of Land Conservation for the Texas Agricultural Land Trust (TALT). Learn about conservation easements in Texas—a voluntary tool that can help landowners protect family farms, ranches, wildlife habitat, and open space while keeping ownership of their land. With roots in South Texas ranching and 33 years of experience with NRCS, Darren breaks down how conservation easements work, what landowners can—and can't—do with an easement, and how these agreements can be tailored to support working lands and future operations, including agritourism. The conversation covers purchased and donated conservation easements, land conservation funding, potential tax benefits, NRCS and Farm Bill programs, land valuation, stewardship, and common misconceptions about conservation easements. Darren also explains why an easement does not mean government ownership or public access—and why protecting land today can be an important part of farm and ranch succession planning. Most importantly, this episode looks at conservation easements through the lens of Texas land loss and keeping family land intact for future generations. For farmers, ranchers, and families thinking about their land's future, this conversation offers a practical starting point for understanding whether a conservation easement could fit their goals. TIME STAMPS: 00:00 Welcome to Soil Sisters 00:34 Meet Darren Clark 02:31 Why Easements Matter 06:35 What Is an Easement? 09:05 Stewardship Visits 12:21 About TALT Origins 14:35 Donated vs. Purchased Easements 16:34 Funding and Rules 21:32 Success Stories 22:50 How Payouts Work 26:17 Agritourism Flexibility 30:17 Future-Proofing Easements 32:08 Taxes and Family Buy-In 35:37 Farm Bill Program Eligibility 36:56 Starting the Family Conversation 38:51 Succession Planning and Land Value 42:27 Common Easement Misconceptions 46:00 When Not to Do It 48:15 Outreach and Getting Started 52:02 Final Wrap-Up

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:

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      

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.

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