Podcasts about Succession planning

Thinking about retiring as a business owner but not sure how to start? Frank and Frankie Guida explore real-world strategies for transitioning your business, minimizing taxes, and creating a succession plan that protects your legacy and your family. Learn how tools like deferred sales trusts and charitable remainder trusts can turn your life’s work into lasting retirement income—all while keeping more of what you’ve earned Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTube See omnystudio.com/listener for privacy information.

Former Fire Chief Michael West of Front Range Fire Rescue (CO) reflects on his 43-year fire service career, spanning from his early volunteer days in New Jersey to three decades at South Metro and six years leading Front Range Fire. Just 96 hours into retirement, Chief West opens up about succession planning and mentoring the next generation of leaders, knowing when it's the right time to step away, and the lessons he's carrying into his next chapter. He also shares deeply personal insights on relationships, wellness, and why the best leaders stay open to change. From motorcycle therapy to meditation and the eight dimensions of wellness, Chief West's story is as much about life as it is about the fire service.

In this episode, Bill interviews successful Levinson Agent, Kent. After 20+ years in the industry, Kent was able to re-invent himself and grow his business 10X in the past 1-2 years! Listen & learn from this valuable interview so you can capture these same strategies for your practice! Kent's Biography:  Kent has 20+ years of experience with individual, group, & business Insurance sales. His strong professional background in banking and insurance offers an advisory approach to his business which results in strong and lifelong client relationships. Kent grew up in Durant, OK and worked for FUB while getting his bachelor's degree. He currently resides in Austin, TX with his wife Rena, where they spend time with three adult children and grandson playing golf, boating, and anything that offers family time. Kent brings relationships with over 60 life insurance carriers, over 12 long-term care/hybrid carriers, 7 disability carriers, and quality healthcare options like Blue Cross, Cigna, Aetna, and United Health Care. Group Benefits include and are not limited to Health Insurance, Accidental Death & Dismemberment, Disability, Long-Term Care, Guaranteed Issue Life, Accidental Death, and Critical Illness. His career focus has been on Succession Planning with business owners, encompassing all the mentioned products. -Check us out online: Agent Back Office Site: LevinsonAndAssociates.com Facebook: @levinsonandassociates X: @levinsonassoc Instagram: @levinsonandassociates Threads: @levinsonandassociates LinkedIn: @bilevinson  Podcast: levinson.libsyn.com YouTube Library: @thelevinson1

Actionable TakeawayLearn how to fight apathy in your team and reignite real engagement.Discover why choosing optimism changes the way you lead and perform.Tap into the three things every person craves at work: autonomy, mastery, and purpose.Find out how a single voice can disrupt negativity and shift an entire culture.Use transparency and vulnerability to build unshakeable trust.Stop fearing mistakes and learn the simple three-step apology that turns failure into respect.Redefine authority by loving your people more than your position. Connect with Kristen Ziman:Learn more about Kristen ZimanKristen on LinkedInKristen on InstagramKristen on FacebookConnect with Christian "Boo" Boucousis:Learn more about Christian BoucousisBoo on LinkedInBoo on InstagramBoo on YouTube Support the Podcast:If this episode meant something to you, please consider subscribing and reviewing the show. It helps more leaders and future leaders discover these stories.And if someone comes to mind while you're listening, send it their way. A small share can go a long way.

What if the biggest risk you'll ever take isn't failing — but hesitating? In this short, sharp mini episode, Ben Law unpacks the single piece of advice he's heard most from the wisest minds he's interviewed: back yourself.Drawing on years of conversations and his own journey, Ben reveals why waiting until you “feel ready” is a trap, why action beats hesitation every time, and how regret creeps in when you let opportunities pass by.Whether you're leading a family farm, growing a business, or trying to make bolder moves in life, this episode will challenge you to stop waiting for permission and start acting now — before it's too late.-----------------------Ben spent over 20 years working with successful business owners and farming families which allowed him to unearth the timeless principles on how to successfully grow, protect and maintain wealth.If you want to learn the principles of how to grow your family's wealth throughout the generations, then you might consider joining The AgriCoach Podcast each fortnight for more Wealth & Wisdom.Disclaimer: The information contained in this podcast is general in nature and for education purposes only. It is not financial advice. It is not legal advice. No one should act on the information without appropriate specific advice for your particular circumstances. Ben Law is a former financial advisor but is no longer licensed and cannot and will not give you specific or personal advice in this podcast. The Financial Bloke Group Pty Ltd accepts no responsibility for any loss or damage occasioned by any person acting or refraining from action as a result of reliance on the information in this podcast.https://thefinancialbloke.com.au/

Former ASTHO President Dr. Anne Zink, Senior Clinical Fellow at Yale University and practicing emergency medicine physician, shares how PopHIVE, an interactive database of de-identified, population-level health data, can help public health providers navigate health trends in their respective jurisdictions; Joy Ermie, Health Commissioner of Henry County Health Department, discusses ASTHO's upcoming webinar series on succession planning explains how it can help address various public health challenges; Dr. Sameer Vohra, Director of the Illinois Department of Public Health, gave the closing keynote last week at the National Conference on Tobacco or Health in Chicago; and ASTHO's State and Territorial Administrative Readiness (STAR) Center offers resources, tools, and best practices to help your agency build infrastructure and address critical population health needs. PopHIVE Web Page ASTHO Webinar: Succession Planning Part 1 of 3: Building the Case for Succession Planning National Conference on Tobacco or Health (2025) ASTHO Resource: State and Territorial Administrative Readiness (STAR) Center  

Meet The Witty Farmer: Modeling, The Love of Farming & Farm Hustles #FarmHustle #Farming #FarmBusiness #FarmStore This week on The Impact Farming Show, Tracy sits down with the incredible Jenny Sauer Schmidgall, better known online as The Witty Farmer, and trust us, her story is one you won't forget. Jenny has lived many lives—modeling, acting, building a career, and taking adventurous pivots—before eventually finding her way back to her roots on the family farm.  Here's what you'll hear in this #farmhustle episode: - Back to the Farm – Jenny's journey from modeling, acting, and career adventures to realizing how much she missed the farm—and how it pulled her home. - Love & Family – How Jenny met her husband and the realities of balancing farm life with raising her daughter. - Family & Resilience – Jenny shares the story of losing her dad and suddenly having to take on everything on the farm in the middle of seeding season. - The Greenhouse & Farm Store – How a simple idea grew into something much bigger, reaching surprising success considering it's located in a town of only seven houses and a John Deere dealership. - No-Staff, Self Check Out Innovation – The proprietary software she developed to fully automate sales with a completely self-serve system. - Community Impact – Jenny partners with nearby farmers and food makers, including local farms supplying pork and chicken, and a local lady who bakes and restocks her homemade cinnamon buns daily (alongside favorites like bacon caramels and other scrumptious treats), just to name a few. - The Second Store – Jenny shares the exciting news that a second The Witty Farmer Farm Store has been opened up through a licensing arrangement. - Farm Hustle Opportunity – Why Jenny believes her farm store model could provide other farm families with a powerful side hustle. - Wangus Beef – Yep, that's Wagyu + Angus, and it's just as amazing as it sounds. Tracy and Jenny, both huge steak and Black Angus fans, chat about why Wangus has become such a standout on the farm and why it flies off the shelves at the farm store. Jenny is a true farm entrepreneur with grit, creativity, and vision. Whether you're looking for inspiration, diversification ideas, or simply a story that will light a fire under you—this episode is packed with it all. Don't miss this conversation—it might just spark your next big farm hustle. Learn more about Jenny and her journey at thewittyfarmer.com Thanks for tuning in, Tracy ================================= ✅ Important Link to Follow

Recorded live from the Southern Family Farmers and Food Systems Conference at Texas State University, the Soil Sisters interview Jessi Roesch, founder and CEO of Downland. The discussion focuses on the importance of farm succession planning and the challenges faced by both retiring and aspiring young farmers. Jessi explains Downland's mission to facilitate the smooth transition of farmland ownership through a three-part solution: preparing successors, finding suitable matches, and ensuring legally sound transactions. They delve into the human and emotional aspects of succession planning, emphasizing the need for values alignment, comprehensive financial planning, and innovative tools to ease the process. Jessi Roesch, founder and CEO of Downland, helps farmers and landowners pass down their land to the next generation. Building the financial, legal and workforce infrastructure to support families across the great wealth transfer as $24 trillion in farmland assets and $225 billion of our food production is in transition.FB: @downland  |  IG: @go.downland  |  Website: GoDownland.com - From the website, aspiring young farmers can join the Downland waitlist. And retiring farmers can call or text to start their succession planning conversation.Time Stamps:00:00 Welcome to the Soil Sisters Podcast00:31 Introducing Jessi Roesch, founder & CEO of Downland01:00 Challenges in Succession Planning02:15 The Importance of Values in Farming04:03 Navigating Difficult Conversations13:25 Financial and Legal Pitfalls19:24 Leveraging Technology for Better Planning21:58 The Value of Community in Farming22:34 Creating Tools for Farmers22:57 Affirmation and Support for Farmers23:32 Regenerative Farming and Living24:29 Downland's Role in Succession Planning25:02 Steps for Young Farmers to Get Started26:04 Connecting Farmers26:38 Building Legal and Financial Tools for Farmers29:42 Supporting Aspiring Farmers37:42 Creative Financial Solutions for Land Transition42:24 Downland's Vision and Future Plans

Send us a textIn this episode of In The Suite, I'm joined by Carina Diamond, CEO of GFP Private Wealth. Carina shares how she's honoring the pioneering legacy of Sally Gries while boldly steering the firm into the future. From the power of rebranding to harnessing AI and building next-gen talent pipelines, Carina is a masterclass in leadership reinvention.We talk about:Why rebranding matters more than most firms admitHow to lead boldly without abandoning legacyWhy Carina believes AI is “here now” (not “coming”)The importance of shaking things up—personally and professionallyThe underestimated power of awards, speaking, and visibilityResources MentionedGFP Private Wealth: https://gfpprivatewealth.comBroadridge AIF Program: https://www.broadridge.com/advisor/aif-designation-trainingCoursera Google AI Certification: LinkDiversitas at The University of Akron: https://www.diversitasfp.org⏱ Chapter Markers00:00 – Welcome & why this conversation was years in the making01:30 – The legacy of Sally Gries and GFP's rebrand07:00 – From Chief Growth Officer to CEO in five months 11:20 – Why AI isn't the future—it's the present16:20 – Building young, innovative teams22:00 – Confidence, certifications, and the power of visibility26:30 – Founding Stella Segunda Partners & career reinvention29:50 – Flourish Women & Wealth: pioneering women's financial education31:50 – The influence of Carina's mother and her legacy34:30 – Upcoming events & what's next for GFP37:40 – Health and wellness tip: the power of changing things up

What keeps a fifth-generation family business alive for more than a century? In this episode, Ben Law sits down with Tom Morrissey of Morrissey & Co, the Darling Downs family behind Australia's most trusted calf cradles and cattle equipment.From humble blacksmith beginnings in 1910 to pioneering world-first solar-powered hydraulic crushes, the Morrisseys have always balanced tradition with innovation. Tom shares how his family works side by side — parents, siblings, and now the next generation — and the systems they've put in place to avoid the traps that sink most family businesses.You'll hear the secrets behind their longevity: putting customers first, making products that outlast decades of use, and doing the hard work of family alignment. Tom talks candidly about the breakthrough moments when the Morrisseys stopped bottling things up and learned to sit down, face the tough conversations, and back each other in.This is more than a story about cattle gear. It's about legacy, leadership, and the mindset required to carry a business — and a family name — across generations.If you're part of a family business, thinking about succession, or just curious about what it really takes to last 115 years in ag, this conversation is packed with lessons you won't forget.-----------------------Ben spent over 20 years working with successful business owners and farming families which allowed him to unearth the timeless principles on how to successfully grow, protect and maintain wealth.If you want to learn the principles of how to grow your family's wealth throughout the generations, then you might consider joining The AgriCoach Podcast each fortnight for more Wealth & Wisdom.Disclaimer: The information contained in this podcast is general in nature and for education purposes only. It is not financial advice. It is not legal advice. No one should act on the information without appropriate specific advice for your particular circumstances. Ben Law is a former financial advisor but is no longer licensed and cannot and will not give you specific or personal advice in this podcast. The Financial Bloke Group Pty Ltd accepts no responsibility for any loss or damage occasioned by any person acting or refraining from action as a result of reliance on the information in this podcast.https://thefinancialbloke.com.au/

The Brogan family are storytellers through and through; it's only fitting that the story behind their own business is worth its weight in gold.Father Des Brogan started Mercat Tours, and under Kat's watchful eye it continues to breathe life into the heart of Edinburgh and beyond.Join us for a heartfelt journey into a business started and grown with love, creativity and adventure at its core.This episode covers:How Mercat Tours pioneered a novel industry in Edinburgh, rooted in storytelling and historyThe significance of legacy in the Brogan family, and in the tours they runNavigating personal and professional transitions through loss, leadership and changeThe enduring importance of authentic storytelling and human connection in both business and communityKat Broganhttps://www.linkedin.com/in/kat-brogan/Mercat Tourshttps://www.mercattours.com/https://www.linkedin.com/company/mercat-tours-ltd/Liz Willingham: https://www.instagram.com/lizzielean/https://www.linkedin.com/in/liz-willingham-09273a3/ Leila Willingham: https://www.instagram.com/leilawillingham/https://www.linkedin.com/in/leila-willingham-821530a1/

Small-business succession planning is often ignored until it's too late. John Fitzpatrick and Mark Berry of John Hancock share real-life stories, key insights from the Connelly case, and practical tools like the BOSS framework to help advisors guide clients through buy-sell agreements, Key Person insurance, and continuity planning. Discover how to position yourself as a solutions provider—not just a product seller—and gain the confidence to start meaningful conversations with business owners. This episode will give you actionable strategies to protect clients' legacies and strengthen your own practice.

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In this episode, we dive into the world of conflict mediation with Katie Kolon, who transitioned from an attorney to a mediator to help businesses, especially family-owned ones, navigate their conflicts before they escalate into costly litigation. Katie shares her journey, insights, and practical strategies for handling disputes, fostering understanding, and strengthening relationships in business settings. She emphasizes the importance of addressing conflicts early and with intention to build trust and ensure long-term success. Tune in to learn about the process of mediation, the critical role of dignity in conflict resolution, and the actionable steps that businesses can take to manage tensions and plan for smooth successions. This episode is essential for anyone involved in managing family businesses and looking to transform conflict into growth opportunities.00:00 Introduction to Conflict in Family Business00:19 Meet Katie Kolon: From Attorney to Mediator02:10 Katie's Background and Early Career05:12 Navigating Small Town Dynamics14:05 Transition to Mediation and Conflict Resolution18:35 The Mediation Process Explained21:53 Challenges in Mediation25:16 Reframing Conflict for Growth32:01 Succession Planning and Dignity35:54 Conclusion and Contact InformationFind Katie HERE: https://www.mutual-ground.com/

In this episode of Farming Focus, host Peter Green talks to agricultural finance expert Brian Harvey of PKF Francis Chartered Accountants and Devon dairy farmer Andrew Branton about the future of family farms and the impact of inheritance tax (IHT). They discuss why succession planning is so often delayed, what IHT is and how it could affect farming businesses, and the key steps families can take to prepare. Andrew shares his family's experience of starting the conversation and planning for the next generation, while Brian offers practical advice on where to begin, common mistakes to avoid, and the importance of involving the right people early on. Are there topics you'd like us to cover or guests you'd love to hear from? Get in touch by emailing us at podcast@cornishmutual.co.uk or by connecting with us on our socials @cornishmutual. Your feedback helps us shape the podcast to meet your needs.Farming Focus is the podcast for farmers in the South West of England, but is relevant for farmers outside of the region or indeed anyone in the wider industry or who has an interest in food and farming. For more information on Cornish Mutual visit cornishmutual.co.ukFor our podcast disclaimer click here. If you'd like to send us an email you can contact us at podcast@cornishmutual.co.uk 

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Join our champion program: mark@themomentumcompany.com Attend a Thriving Leader event: https://www.themomentumcompany.com/thrivingleader2025 Instagram: @the.momentum.company LinkedIn: /momentum-companyIn this episode of the Intentional Agribusiness Leader Podcast, host Mark Jewell sits down with Dr. Andy Noon of Decatur Street Consulting to tackle one of the most pressing challenges in agriculture today: succession planning. With waves of retirements looming across the ag industry, the conversation dives into strategies for preparing future leaders, building self-awareness, and cultivating trust-driven performance. Andy brings his expertise in industrial psychology to unpack how organizations can intentionally prepare for the future while creating healthier, more effective leadership cultures.Key TakeawaysSuccession Planning as a Business Process - Succession isn't about replacing a leader at the last minute—it's about aligning leadership development with the organization's long-term strategy. Companies must look 3–5 years ahead, define future leadership profiles, and invest early in preparing the right talent.The Role of Industrial Psychology - Industrial psychology brings evidence-based principles into organizational life. From motivation and job satisfaction to retention and leadership effectiveness, applying research-backed practices helps companies make smarter leadership decisions.The Power of Self-Awareness - Self-awareness is the foundation of leadership growth. But Andy emphasizes that awareness alone isn't enough—it must lead to self-improvement. Leaders should act on feedback, write down growth plans, and commit to change.Stretch Assignments Develop Leaders - To prepare successors, leaders must be placed in roles that test their capabilities. Stretch assignments, paired with feedback and support, accelerate readiness for higher responsibilities.Trust as the Foundation of Feedback - Effective coaching and feedback require trust. When trust is present, feedback enhances performance. Without it, feedback often feels like criticism and can push people away.From Feeling Bad to Conviction - Mark and Andy explore the difference between feeling bad about underperforming versus being convicted to improve. True growth happens when leaders respond with conviction rather than shame.Notable Quotes“Succession planning is a business process. You're not hiring for today—you're preparing for the organization's future strategy.” – Andy Noon“Fear of giving feedback often reveals a lack of trust. When trust is strong, feedback becomes a gift.” – Andy Noon“Self-awareness is step one, but self-improvement is the goal.” – Andy Noon“You'll know a tree by its fruit. Leadership is measured by what's left behind when the leader steps away.” – Mark Jewell“If you're changing because you feel bad, it rarely sticks. True change comes from conviction.” – Christine Jewell (via Mark)Action StepsBegin succession planning conversations at your next executive team meeting—don't wait until it's too late.Identify hidden talent within your organization and start developing them with feedback and stretch assignments.Write down 1–2 leadership areas you want to improve, and revisit them regularly.Build trust with your team before giving feedback—focus on understanding their motivations and goals.Establish your own “personal board of directors” who can speak truth into your leadership journey.Listen If You AreA leader in agribusiness facing looming retirements and talent shortagesAn...

Apply to Join Churchfront Premium Apply to Join Churchfront Pro Free Worship and Production Toolkit Shop Our Online Courses Join us at the Churchfront Conference Follow Churchfront on Instagram or TikTok: @churchfront Follow on Twitter: @realchurchfront Gear we use to make videos at Churchfront Musicbed SyncID: MB01VWQ69XRQNSN   Podcast Show Notes: The Future of Church Leadership with Josh Howerton and Chris Kuti Guests: Josh Howerton (Senior Pastor) and Chris Kuti (Worship Pastor) from LakePoint Church Hosts: Jake Gosselin and Matt Woltjer from Churchfront Key Topics Discussed AI in Ministry (00:02:15) Josh's approach: Uses ChatGPT weekly for sermon prep as a "high-powered research assistant" Prompt strategy: "Give me 20 interesting facts about [passage] that are historical, cultural, theological, archeological, linguistic, or biblical that most Christians wouldn't know" Chris's usage: Meeting organization, content creation, voice conversations during drives Key principle: Use AI as a tool that serves you, don't serve the tool Important caveat: Always fact-check AI outputs - they can be wrong up to 17% of the time Church Technology Criticism (00:58:22) The "negative world" concept by Aaron Renn - cultural shift from positive to neutral to negative perception of Christianity Common criticisms: "Tax the churches," "Money should go to the poor" Biblical response: Only Judas complained about expensive things being used to honor Jesus Economic reality: Larger churches often spend lower percentages on tech than smaller churches due to economy of scale Technology costs: Modern equipment costs significantly less than in the early 2000s Social Media Strategy (00:12:38) Initial resistance: Reformed background's "theologized cynicism" toward self-promotion The turning point: People spend 16-18 hours/week on social media hearing secular perspectives "Air war vs. Ground war": Ground war = traditional discipleship, Air war = cultural engagement Digital Areopagus: Social media as the modern equivalent of where Paul engaged culture in Athens Current following growth: From 20-40k to significantly larger audience through strategic content Worship Pastor Turnover Crisis (01:26:06) Root causes identified: Getting into ministry for wrong reasons (seeking bigger stages/record deals) Senior pastors hiring for talent over pastoral gifting Lack of pastoral development and broader leadership responsibilities "Warm up the crowd" mentality rather than true pastoral partnership Solutions proposed: Hire character first, develop competency Give worship pastors genuine pastoral responsibilities Focus on being pastors who happen to use music Create long-term development paths Hiring and Leadership Development (00:36:29) Key principle: "Always bet on leadership" over pure talent Character evaluation: Look at family life as indicator of leadership capacity "Hire slow, fire fast" - don't ignore red flags in interviews Vision alignment: Ensure worship leaders can come under senior pastor's vision Josh's story: Had to fire a worship leader after 5 weeks for vision misalignment Succession Planning (00:45:13) LakePoint's success factors: Outgoing pastor (Steve Stroop) "left campground clean" - addressed problems before transition Incoming pastor honored what came before rather than dismissing it 70% credit to predecessor, 30% to successor for smooth transition Key advice for incoming leaders: Honor those who built what you inherited Watch your pace in first year - observe more than you act Win relationships and excel on stage Don't make major changes without building equity first Staying Humble While Growing (00:52:54) Key relationships: Spouse who believes in you but isn't impressed by you Hire up: Surround yourself with people more talented than you Find joy in others' wins: Move from taking all the shots to giving others opportunities Dave Stone's wisdom: "Don't let praise go to your head, don't let criticism go to your heart" Josh's perspective: Staying confident is often harder than staying humble Future Ministry Vision (01:08:27) Chris's focus: Leadership pipeline development - never having to post job openings Josh's project: "Discipleship at scale" through vertically aligned content delivery Core principle: "We're in the disciple business, not the events business" Technology integration: Purpose-built app to connect sermon, podcast, reading plans, and groups Quotable Moments "If you find yourself on team Judas, get a different team." - Josh on criticizing church spending "Two visions create division." - Chris on worship pastor alignment "Don't let praise go to your head and don't let criticism go to your heart." - Dave Stone's advice "We're not in the events business, we're in the disciple business." - Josh on ministry focus "The loudest boos come from the cheapest seats." - Josh on handling criticism Action Items for Church Leaders Experiment with AI as a research and content creation tool while maintaining proper oversight Evaluate your hiring process - prioritize character and leadership potential over pure talent Assess succession planning - are you preparing for healthy transitions? Review social media strategy - consider it as cultural engagement rather than self-promotion Examine technology spending through economy of scale lens rather than raw dollar amounts Develop internal leadership pipelines rather than constantly hiring externally Align all ministry elements toward discipleship rather than just events Resources Mentioned ChatGPT/Grok for AI assistance Stream Deck for video production control Canon C80 cameras for podcast production Aaron Renn's "Negative World" essay Apple Maps analogy for leadership transitions Connect with Guests LakePoint Church: [Church website/social media] Josh Howerton: [Social media handles] Chris Kuti: [Social media handles] This episode was recorded at LakePoint Church's broadcast studio. Special thanks to Blaine for the viral video content and Carlos for the social media strategy insights mentioned during the conversation.

What does it really take to lead a nonprofit like a business—without losing sight of mission? In this episode, I sit down with Tom Ulbrich, CEO of Goodwill of Western New York, to unpack the balance between vision and execution, the triple bottom line, and why your team is your greatest asset. If you've ever wondered how to innovate, grow, and avoid organizational “whiplash,” this conversation is packed with insights you won't want to miss. Episode Highlights 00:01 Entrepreneur and Nonprofit Leader 02:32 From Family Business to Nonprofit Leadership 04:58The Triple Bottom Line and Why It Matters 08:34 Financial Health, Teams, and Leadership Dynamics 15:01 Innovation, Risk, and Avoiding Organizational “Whiplash” 25:00 Succession Planning, Structure, and the Future of AI in Nonprofits     My guest for this episode is Tom Ulbrich. Tom Ulbrich is an entrepreneur, educator, speaker, author, social sector CEO at Goodwill of Western New York, a member of the Forbes Non-Profit Council and Executive in Residence for Entrepreneurship at the University at Buffalo School of Management.   He is an entrepreneurial leader with broad-based management experience in both the for-profit and non-profit sectors. His passion for social innovation is focused on nurturing strong relationships and building consensus across diverse groups of stakeholders in the academic, for-profit, non-profit and government sectors. Connect with Tom: https://www.goodwillwny.org/ https://www.linkedin.com/in/thomasulbrich/ Sponsored Resource Join the Inspired Nonprofit Leadership Newsletter for weekly tips and inspiration for leading your nonprofit! Access it here >> Be sure to subscribe to Inspired Nonprofit Leadership so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! Let us know the topics or questions you would like to hear about in a future episode. You can do that and follow us on LinkedIn.

In this episode of the Finish Big Podcast, host Mark Dorman welcomes back Corey Rosen, founder of the National Center for Employee Ownership (NCEO), for Part 2 of their conversation on alternative ownership structures—specifically, the Employee Ownership Trust (EOT). Following their earlier discussion on Employee Stock Ownership Plans (ESOPs), Mark and Corey explore how EOTs differ, their origins, and why some business owners may choose them over ESOPs. They cover the practical, cultural, and philosophical factors driving this emerging succession strategy in the U.S. Mark and Corey discuss: EOT Origins & Growth: How the model evolved in the UK (inspired by the John Lewis Partnership) and its rapid adoption overseas. Key Differences from ESOPs: Costs, complexity, tax implications, and the flexibility to set custom rules for ownership and profit distribution. Ideal Candidates: Why smaller companies (often under 50 employees) and owners committed to long-term independence may benefit most. Purpose Trusts: How some companies, like Patagonia, use ownership trusts for social and environmental missions. Succession Planning Considerations: When an EOT makes sense versus a management buyout, phantom stock, or other equity models. NCEO's Role: Resources, research, and networking opportunities for companies exploring employee ownership. Connect with Mark Dorman: Succession Plus US LinkedIn: Mark Dorman LinkedIn: Succession Plus Facebook: Succession Plus (330)-416-9271 mdorman@succession.plus About the Guest: Corey Rosen is the founder of the National Center for Employee Ownership (NCEO). A former Capitol Hill staffer and political science professor, Corey helped draft early ESOP legislation in the 1970s and has since authored numerous books and research papers on employee ownership. Today, he leads NCEO's mission to educate and support businesses considering employee ownership as a sustainable, wealth-building alternative to traditional exits.  

What if stepping back from your business didn't mean losing control—but gaining clarity?In this episode, I talk with Margo Crawford, founder of Business Sherpa Group, about the five-year succession plan that helped her shift from CEO to Chair—and the deep mental work it took to let go without giving up.You'll learn:When to start planning your exit (spoiler: not when you're ready to leave)How to prepare your team to lead without youWhy most founder burnout is rooted in back-office frictionHow to measure success in more than revenueIf you're overwhelmed by complexity or craving more freedom, this one's worth a listen.

Succession planning gets treated like a worst-case scenario when it should be a regular part of nonprofit leadership. In this episode, Glennda and I get candid about our own transitions—and what we wish we'd known sooner.

Dr. Joseph Kanter, ASTHO CEO, Dr. Susan Kansagra, ASTHO Chief Medical Officer, Dr. Scott Harris, ASTHO President and State Health Officer for the Alabama Department of Public Health, Dr. Ayanna Bennett, Director of the District of Columbia Department of Health, and Dr. Manisha Juthani, ASTHO President-Elect and Commissioner for the Connecticut Department of Public Health, held a deskside briefing on the preparations for the upcoming respiratory virus season; Ericka McGowan, Senior Director of Emerging Infectious Disease at ASTHO, explains the importance of case investigation and contact tracing, and how ASTHO's Foundations in CICT course can help prepare public health providers; a new ASTHO brief breaks down succession planning to help public health departments develop strategies to address workforce challenges; and ASTHO will hold the first webinar of a three-part series on Thursday, September 4th, to explore building a future-ready public health workforce through succession planning.  ASTHO Blog: Strengthening Case Investigation and Contact Tracing Skills: Q&A with Ericka McGowan ASTHO Brief: Demystifying Succession Planning ASTHO Webinar: Succession Planning Part 1 of 3: Building the Case for Succession Planning  

There's a hilarious dynamic at the heart of the Wind family, which fuels their very serious passion for culinary excellence with Comptoir Bakery.Sebastien has carefully crafted the business into one that his children, Lola and Quentin, can not only be proud of, but actually become a PART of…So join us on an exploration of how they've found their skillset, survived adversity, and put love, tradition & quality into every pastry for over 15 years!This episode covers:The Wind family's journey of bringing their skills together to build the businessCreating genuine connections with customers and being authentic through their social media channelsHow the family survived difficult times by working together and being flexibleSebastien's intentional progression plan, involving his children Quentin and Lola in the businessThe family's deep passion for food, hospitality, and creating elevated experiencesComptoir Bakery: https://www.comptoirbakery.co.uk/Sebastien Wind: https://www.linkedin.com/in/seb-wind-043ba788/Quentin Wind: https://www.linkedin.com/in/quentinwind/Lola Wind: https://www.linkedin.com/in/lola-w-a8a2951b6/Liz Willingham: https://www.instagram.com/lizzielean/https://www.linkedin.com/in/liz-willingham-09273a3/ Leila Willingham: https://www.instagram.com/leilawillingham/https://www.linkedin.com/in/leila-willingham-821530a1/

What does it really take to become a CEO – and how do you prepare to eventually step away? In this remarkably candid conversation, Vince DiPofi, CEO of SSOE Group, peels back the curtain on his leadership journey from drafting board to corner office, revealing the personal transformation required to lead a global engineering firm."You don't know what it's like until you're actually in the seat," DiPofi confesses, describing the overwhelming feeling of responsibility for 1,500 employees and countless clients. Taking the helm in January 2020, his leadership was immediately tested by the pandemic, forcing him to lean on crucial advice: "Just because you're the new guy, you don't get to make bad decisions."Click HERE for the SSOE websiteClick HERE for Vince's LinkedIn profileHERE ARE MORE RESOURCES FROM REAL GOOD VENTURES:Never miss a good opportunity to learn from a bad boss...Click HERE to get your very own Reference Profile.  We use The Predictive Index as our analytics platform so you know it's validated and reliable.  Your Reference Profile informs you of your needs, behaviors, and the nuances of what we call your Behavioral DNA.  It also explains your work style, your strengths, and even the common traps in which you may find yourself.  It's a great tool to share with friends, family, and co-workers.Follow us on Instagram HERE and make sure to share with your network!Follow us on Twitter HERE and make sure to share with your network!Provide your feedback HERE, please!  We love to hear from our listeners and welcome your thoughts and ideas about how to improve the podcast and even suggest topics and ideas for future episodes.Visit us at www.realgoodventures.com.  We are a Talent Optimization consultancy specializing in people and business execution analytics.  Real Good Ventures was founded by Sara Best and John Broer who are both Certified Talent Optimization Consultants with over 50 years of combined consulting and organizational performance experience.  Sara is also certified in EQi 2.0.  RGV is also a Certified Partner of Line-of-Sight, a powerful organizational health and execution platform.  RGV is known for its work in leadership development, executive coaching, and what we call organizational rebuild where we bring all our tools together to diagnose an organization's present state and how to grow toward a stronger future state. Send us a text

Matt Steen has served the local church for over two decades as a youth pastor, church planter, and executive pastor. Originally from Baltimore, Matt currently lives in the Orlando, FL area with his wife Theresa, and has a B.S. in Youth Ministry from Nyack College and an M.Div. and MBA from Baylor University.Certified as an Urban Church Planter Coach by Redeemer City to City and as a StratOp facilitator by the Paterson Center, Matt has made a career of helping churches thrive through intentionality, clarity, and creating healthy cultures. He is convinced that a healthy church is led by a healthy team with great chemistry, and loves partnering with Chemistry's churches to do great things for the Kingdom.Matt joins Dale on today's 95Podcast to discuss the subject of succession planning. As the average age of the American pastor continues to get older, it's imperative that churches begin having conversations around the subject of who will lead the church in the future.Show Notes: https://www.95network.org/how-chemistry-staffing-can-help-you-with-succession-planning-w-matt-steen-episode-298/Support the show

In this episode of The Impact Farming Show, we're joined by Matt Alexander, Investor Relations and Operations Director at Farm Lending Canada Inc., the team behind the AgriRoots Diversified Lending Fund LP. Matt shares his journey, the origins of Farm Lending Canada, and the unique vision that shaped their role in Canadian agriculture finance. We dive deep into the AgriRoots by Farm Lending Canada investment strategy, how it differs from traditional Mortgage Investment Entities, and why Canadian agriculture is an increasingly attractive opportunity for investors. If you're curious about how to support Canadian family farms and generate solid returns while mitigating risk, this episode is a must-listen.   In This Episode, You'll Learn: - How Farm Lending Canada was created to serve the financing needs of Canadian farmers - The mission and philosophy behind the AgriRoots by Farm Lending Canada approach - The unique structure of AgriRoots by Farm Lending Canada compared to traditional lending and investment vehicles - Why investing in Canadian agriculture is not just impactful, but also financially compelling - What the net return track record of the AgriRoots by Farm Lending Canada fund looks like - How they effectively mitigate risk for investors while supporting family-owned operations - The ideal investor profile and how you can get involved   Episode TimeStamps: 0:00 – Welcome & Introduction 1:22 – Who is Farm Lending Canada & the company mission 3:40 – What is AgriRoots by Farm Lending Canada 5:28 – Core investment strategy: Short-term mortgages to Canadian farmers 7:00 – How AgriRoots by Farm Lending Canada differs from other Mortgage Investment Companies or Entities 10:46 – Why investors should consider Canadian agriculture 14:30 – Who is the ideal investor for AgriRoots by Farm Lending Canada 16:00 – Fund performance: Net return track record 22:00 – Risk mitigation strategies for investor protection 29:00 – How to learn more   About AgriRoots by Farm Lending Canada (FLC): AgriRoots by FLC is a Canadian-based alternative lending organization offering agricultural mortgages designed to complement traditional financing. Unlike other lenders, AgriRoots by FLC never takes equity from borrowers and remains focused on supporting the long-term success of family-operated farms, which make up 98% of Canada's ag operations. They combine deep understanding of both finance and farm life to offer customized lending solutions while preserving land ownership and stewardship.  If you are interested in learning more about Farm Lending Canada Inc. and how they impact Canadian agriculture by providing alternative financing solutions for farms, watch additional interviews with their team here:  1. Supporting the Future of Agriculture with Alternative Farm Financing Solutions

Send us a textWatch the video!https://youtu.be/SQLdzK6KY7QIn the News blog post for August 8, 2025:https://www.iphonejd.com/iphone_jd/2025/08/in-the-news790.html 00:00 Thank you LIT SOFTWARE for sponsoring this episode!00:45 Apple Succession Planning10:26 September Speculation18:43 Location Based AI20:59 Spatial CarPlay25:33 MagBoostChargePro31:01 Thank you LIT SOFTWARE for sponsoring this episode!38:24 Immersive Orangutans43:07 In the Show! Slow Chiefs47:45 Can't You Just Trust Me?50:55 Brett's Apple Watch Tip: Water Lock and Eject Water55:00 Jeff's Apple Watch Tip: The Apple Watch on VacationSponsor: LIT SOFTWARE www.litsoftware.comThe Org: A Look Back at All of Apple's CEOsWilliam Gallagher | Apple Insider: One of these three Apple executives will probably be Tim Cook's replacementTim Hardwick | MacRumors: Apple iPhone 17 Event Set for September 9, German Carrier Sources ClaimRyan Christoffel | 9to5Mac: iOS 26 beta adds surprise Apple Maps feature that could prove very usefulRyan Christoffel | 9to5Mac: CarPlay in iOS 26 has a new, improved solution for phone callsZac Hall | 9to5Mac: Lotus is the latest carmaker to upgrade CarPlaySimon Jary | Macworld: Belkin BoostCharge Pro Magnetic Power Bank Qi2 review: fun colors and top battery scoresJeff's List of All of Apple's Immersive Video content for the Apple Vision ProRyan Christoffel | 9to5Mac: Apple TV+ is getting its best fall lineup ever, here's everything newBrett's Apple Watch Tip: Water Lock and Eject Waterhttps://support.apple.com/en-us/108352  Jeff's Apple Watch Tip: The Apple Watch on Vacation: Numerals Duo watch faceWeather (Carrot Weather - map)Text messagesEmailsFind MyMedia controlsSwimmingUnderwaterSupport the showBrett Burney from http://www.appsinlaw.comJeff Richardson from http://www.iphonejd.com

Newton One Advisors (Mark Singer, Steve Target, and Tom Hollinger) are joined by Emmanuel (Manny) Fournaris, Director/Co-founder of Gordon, Fournaris & Mammerela, and his son Constantine Fournaris, Associate at the Firm, to explore the significance of business succession planning. The discussion delves into the evolving landscape of transitions over the years and essential proactive strategies that pave the way for generational wealth creation.  

On this episode we welcome Merri Jo Cowen, CEO of Stellar MLS, for a captivating discussion spanning her 42-year career in real estate. Merri Jo shares invaluable lessons from leading through decades of change, from manual listings to the digital age. Discover Stellar MLS's groundbreaking data-sharing partnership with CRMLS and BrightMLS, hear about the future of MLS consolidation, and gain profound insights into leadership, culture, and why cooperation is the bedrock of the industry. This episode offers essential perspectives for every real estate professional. Connect with Merri Jo on - LinkedIn. Learn more about Stellar MLS on - Vimeo - LinkedIn - Instagram - Facebook or online at stellarmls.com. You asked for it. We delivered. Check out our new merch! https://merch.realestateinsidersunfiltered.com/   Follow Real Estate Insiders Unfiltered Podcast on Instagram - YouTube - Facebook - TikTok. Visit us online at realestateinsidersunfiltered.com.   Link to Facebook Page: https://www.facebook.com/RealEstateInsidersUnfiltered Link to Instagram Page: https://www.instagram.com/realestateinsiderspod/ Link to YouTube Page: https://www.youtube.com/@RealEstateInsidersUnfiltered Link to TikTok Page: https://www.tiktok.com/@realestateinsiderspod Link to website: https://realestateinsidersunfiltered.com This podcast is produced by Two Brothers Creative. https://twobrotherscreative.com/contact/  

How do we minimize the risks of mergers? Most leaders do not want to leave their legacy to be swallowed by another organization. While the leaders of tomorrow want opportunity, not mergers that eat up potential leadership positions. Our members want the best resources and service. More than ever our movement is starving for succession planning. How do we equip the next generation of our movement   In this episode we talk about and answer these questions: The Cost of Poor Succession Planning How would you know if a task is not something that should be delegated? When leading change, How would you approach an employee who is in a fixed mindset to embrace a growth mindset? When setting a SMART goal. What do you do when you do not have the tools to measure the goal? What to do next in regards to the NCUA's Succession Planning Final Rule   Click Here to Submit Your Questions   Links from show: Read NCUA's Succession Planning Final Rule Download NCUA's Succession Planning Template for Small Credit Unions  Click here to sign up for the New Employee Bundle (Sales, Service and History)  Subscribe to ServiStar Leadership Podcast on your favorite streaming service

Want to learn how credit unions thrive through collaboration? Curious about leading a low-income designated institution? In this episode of Credit Union Conversations, host Mark Ritter sits down with Andy Jaeger, CEO of Credit Union of New Jersey, for an insightful 1-on-1 conversation. From his unexpected start in the credit union industry to driving financial wellness and youth engagement through initiatives like the Greenlight debit card, Jaeger shares his journey and vision. Discover strategies for succession planning, fostering emerging leaders, and supporting small credit unions to ensure a vibrant future for the industry.IN THIS EPISODE:(00:00) Intro: meet Andy Jeager(02:55) Andy Jaeger shares his origin story into the credit union space(09:05) A low-income designated credit union with $475 million in assets, focusing on members (15:02) Fostering credit union philosophy by indoctrinating new employees to maintain industry spirit(19:31) Succession planning strategies, training emerging leaders and identifying talent gaps(24:21) Small credit unions should collaborate and partner to overcome economic challenges (29:16) Credit Union of New Jersey's priorities: financial wellness, youth engagement via Greenlight debit cardKEY TAKEAWAYS:Collaboration is vital for the credit union industry's future. Andy Jaeger emphasizes partnerships, like those with business lending CUSOs, to help small credit unions deliver services cost-effectively while maintaining their identity.Succession planning is critical to sustain the credit union's philosophy. Jaeger advocates for identifying and training emerging leaders through regional programs and networking to preserve the industry's mission.Financial wellness and youth engagement are priorities for Credit Union of New Jersey. Initiatives like the Greenlight debit card aim to attract younger members and promote long-term member services and community impact.RESOURCE LINKSMark Ritter - WebsiteMark Ritter - LinkedInCredit Union of New Jersey - WebsiteAndy Jaeger - LinkedInBIOGRAPHY:Andy is the longtime CEO of Credit Union of New Jersey. Andy is an accomplished credit union executive and is a former chair of the New Jersey Credit Union League.KEYWORDS: Credit Union, Collaboration, Succession Planning, Member Services, Financial Wellness, Low Income, Community Impact, Youth Engagement, Greenlight Debit, Credit Union Philosophy, Board Training, Emerging Leaders, Small Credit Unions, Member Business Financial Services, Business Lending CUSO, Greenlight debit card

Farm succession expert Mike Downey joins us to explain why only 20–30% of farms have a plan—and why starting tough conversations about heirs, death, and taxes is more critical than ever.

In this episode of the 9Innings Podcast, host interviews Helen Stephens, founder of Aspen Wealth Management. Helen shares her journey of launching her RIA firm in 2011 with zero assets, overcoming regulatory and industry challenges, and building a diverse, client-focused practice. She discusses the importance of ethical business, defining an ideal client, and work-life integration. The conversation covers industry gender barriers, the distinction between advisor and business owner roles, scaling a firm, and succession planning. Helen's insights highlight Aspen's growth to over $500 million in assets and her commitment to a supportive, values-driven culture.Helen's Career Beginnings & Starting Aspen Wealth (00:01:06).Starting with Zero Assets (00:03:46)Navigating a Male-Dominated Industry (00:06:09)Industry Changes & Firm Growth Recognition (00:09:17)Mistakes & Ideal Client Definition (00:12:33)Culture & Passion for Service (00:15:01)Work-Life Integration & Time Ownership (00:16:02)Burnout, Responsibility, and Market Stress (00:20:03)Scaling, Hiring, and Succession Planning (00:22:17)Headaches And Landmines to Avoid (27:20)Value of Mentorship (29:00)Business Reflection (31;05)NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page Follow Us: youtube: / @9icap Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428 facebook: / mlb2cfp Buy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4 Website: http://www.9icapitalgroup.com Hit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.com Disclosure: https://sites.google.com/view/9idisclosure/disclosure

Key Highlights Include:-Why branding is more than a logo - it's a buyer's first impression.-What top-tier buyers look for beyond just AUM and revenue.-The biggest mistake sellers make when announcing a transition.-How to ensure smooth client retention post-sale.-Why advisors should start planning five years out (at least!).-When and how to communicate a deal to clients.-How to segment your book to protect long-term value.As Joe reminds us, “It only takes the littlest quirk for some clients to get the wrong idea” - which is why a human-first, client-aware approach will always outperform a robotic checklist.Learn more about Elite Advisor Successions and download Joe's advisor checklist at www.eliteadvisorsuccessions.com.

Lisa Keegan returns to the mic just as she prepares to step into her new role as the inaugural Vice Provost for Enrollment Strategy at William & Mary. With signature candor, humor, and heart, Lisa reflects on her five-year tenure at Bucknell University, where she helped build and elevate a leadership bench that is now stepping into her shoes. We explore the “liminal moment” of transition, how to onboard with humility, and what it means to lead with both confidence and care in a sector under pressure. From building trust and amplifying student voices to using with the megaphone that comes with public roles, this conversation is packed with insight—and a great roast chicken recipe—for leaders at any stage of the climb.00:00 – Introduction: Moving from Bucknell to William & Mary and living in a “liminal space.”02:50 – The succession mindset: Preparing and elevating her team for leadership long before leaving.07:10 – “Gunning for my job”: Why great leaders want their people to outgrow their roles.12:40 – The first 60 days: How Lisa mapped her onboarding plan and built trust from day one.18:30 – Finding the truth: Navigating competing narratives in a new leadership role.21:40 – Entrepreneurial leadership: Balancing trustees, presidents, and long-term impact.25:45 – The pendulum will swing back: Holding onto purpose and hope in a turbulent time for higher ed.30:40 – The bigger megaphone: Using leadership positions to amplify student voices.34:10 – Grounding in students: The reminder that keeps Lisa motivated every day.35:20 – The Rapid Descent: Walkout song, favorite reads, comfort food, tough-love advice, and a bucket-list dream.42:54 – Outtakes: You'll just have to listenThe ALP is supported by RHB, a division of SIG. Music arranged by Ryan Anselment

Are your nonprofit's people managers equipped to lead with clarity and confidence, or just left to figure it out on their own?In this episode, I take a deep dive into how to develop nonprofit people managers using proven learning and development strategies. With a focus on building leadership through competency models, coaching, enablement, and accountability, you'll discover how to build confident, capable staff who can lead, not just execute. ▶️ Key Points:02:58 Identifying competencies with a needs analysis06:51 Training options09:05 The role of coaching in nonprofit leadership development10:59 Enablement & accountability12:40 Preventing burnout14:05 Planning for staff transitionsResources:Workshop: How to Diagnose Learning Needs That Drive ActionAugust 6, 11:00–12:30 CT, Zoom $49 (free for Nonprofit L&D Collective Catalysts)Needs Analysis Episodes:129: Designing for Behavior Change? Your Training Needs Analysis Blueprint128: Three Ways to Identify Training Audience Needs89: One Needs Analysis Method That Can Improve Your Nonprofit Training109: How to Develop Your People Managers with Off-the-Shelf Courses & Customized Conversations105: 5 Keys to Great Nonprofit Leadership133: The Surprising Power of Cross-Sector Coaching with Bob Tiede120: People Manager Development: How to Transfer Skills Beyond the Classroom with Kamaria Scott118: How to Create Belonging and Connection at Work with Abigail Finck140: The Role of L&D in Succession Planning with Naomi HattawayJoin the Nonprofit Learning and Development Collective: https://www.skillmastersmarket.com/nonprofit-learning-and-development-collectiveLinkedIn: Heather BurrightBook an interest call with Heather here. Learning for Good is the podcast for nonprofit leaders seeking practical L&D solutions. Hosted by Heather, an experienced consultant, we dive into leadership development, instructional design, change management, and staff management strategies tailored to nonprofit organizations.Discover how to implement impactful learning solutions, foster belonging, and influence senior leaders. Each episode provides the tools you need to confidently navigate high-level conversations and drive meaningful change within your organization. Let's create lasting impact through innovative L&D solutions!Produced by Ideablossoms

Listen to our conversation with Tom Gordon, CEO and co-founder of Slim Chickens, to discuss the meteoric rise of this fast-casual restaurant. Gordon walks us through Slim Chickens' growth from a garage in Arkansas to nearly 300 locations around the globe. During the discussion, Gordon touches on how this bold growth plan was powered by automated tech that helped hire, onboard and develop a rapidly expanding workforce. As the franchise business continues to grow, Gordon also discusses how he and his leadership team are able to maintain Slim Chickens' core identity from store to store. Finally, we touch on how Slim Chickens developed a succession plan to ensure continuity to this day. This is a must-listen conversation for hospitality professionals and growth-minded leaders alike. Check out this episode of the HR Break Room®!

Succession planning isn't just about naming someone to be the successor; it's about ensuring that your business can thrive after you. In this episode, Eric appears as the guest of “The Construction Hall of Fame” podcast and shares his wisdom on succession planning, the blind spots that trip up the construction leaders, keeping your top talent from walking out of the door, and the importance of starting an early succession plan. Whether you are already thinking about your succession plan or years away from stepping down, this conversation will guide you to get started with confidence and clarity.    HIGHLIGHTS [02:06] Introduction and background to Eric Anderton.  [05:11] Succession planning pitfalls.  [12:11] The tours of duty: Developing and retaining top talent.  [15:36] Consistent growth, clarity, and proactive career planning.  [20:38] Planning for the long-term with clarity.  [24:00] Aligning career paths with individual ambitions.  [28:46] Tough promotion calls.  [34:37] The importance of process mapping in succession planning.  [39:30] Replacing a CEO-Founder in construction.  [44:34] The first simple step of succession planning.  [49:30] Succession planning in a family-run company.  [53:33] Testing a potential successor early.   KEY TAKEAWAYS Don't wait until it's too urgent to plan your succession.  Create ‘Tours of Duty.' Rotate employees through different roles.  Pair for learning and mentorship. It builds knowledge, confidence, and cross-functional empathy.  Assume every talented person could leave. Actively invest in their growth and give them a reason to stay.  Ask broad, guiding questions that will lead to deeper clarity through group discussions.  Have honest conversations about careers. Not everyone is ambitious.  After a tough promotion call, reaffirms the values of other employees immediately.      90-Day High-Performance Dashboard You can't afford to let your people drift. To drive real performance, you must coach with clarity and purpose.   Use the 90-Day High-Performance Dashboard to: Get clear on what matters most. Drive focused action and accountability. Strengthen trust and deepen relationships.   Success doesn't happen by accident. It happens when leaders coach with precision and consistency. Download the 90-Day High-Performance Dashboard here: https://www.constructiongenius.com/high-performance-in-a-new-role Coach your team toward real results — one conversation at a time.     Resources to Help You Win in Construction

2025 is half over. What issues should human capital leaders focus onduring the restof the year?     In this time of rapid change, chief HR officers (CHROs) shouldfocus on issues such as AI transformation, leadership resilience, and strategic workforce planning. Whatelse made The Conference Board's top 10 CHRO priorities for the restof 2025?    Join Steve Odland and guest Diana Scott, center leader of the US Human Capital Center at The Conference Board, to find out why succession and workforce planning are so important, the role of reskilling and upskilling, and how to help your workforce overcome their fear of AI.    The Conference Board is profiling the top 10 priorities for crucial job functions and business units. In this episode of C-Suite Perspectives, we look at the top priorities for CHROs.     (00:46) Priority Number 10: Employee Well-Being (03:47) Priority Number 9: Data-Driven Workforce Decisions (06:20) Priority Number 8: Succession Planning (08:49) Priority Number 7: Reimagining Hybrid and Flexible Work (11:23) Priority Number 6: Talent Mobility and Internal Opportunities (14:00) Priority Number 5: Reskilling and Upskilling at Scale (17:01) Priority Number 4: Driving Organizational Change and Building Culture (19:00) Priority Number 3: Strategic Workforce Planning (22:02) Priority Number 2: Leadership Resilience and Agility (23:05) Priority Number 1: Leading AI and Technology Transformation      For more from The Conference Board:  The State of US Job Satisfaction  The Reimagined Workplace 2025: Managing Uncertainty  Navigating Change Fatigue in an Age of Disruption 

Discover how Concurrent is empowering RIAs with scalable solutions, autonomy, and strategic investments to drive business growth and enhance client service.   In this episode of Sharkpreneur, Seth Greene talks with Nate Lenz, co-founder and CEO of Concurrent, a platform created to support independent wealth management firms. Nate explains how Concurrent has evolved from a consulting firm to a leading force in the RIA space, managing over $13 billion in assets. He discusses how Concurrent helps RIAs grow by providing crucial back-office support, technology, and even minority equity investments. If you're an advisor aiming to expand or shift to independence, this episode offers useful insights into how Concurrent's innovative platform can boost your practice.   Key Takeaways: → How Concurrent helps independent advisors gain the benefits of scale without sacrificing autonomy. → The role of technology, compliance, and operations in enabling advisors to focus on client relationships. → The strategic investment model and how Concurrent is offering minority equity stakes in affiliated RIAs. → Insights into the cultural shift in the wealth management space, with more firms leaving traditional models for independence. → The challenges and rewards of scaling an RIA platform and attracting top talent in a competitive market.   Nate Lenz is the CEO and Co-Founder of Concurrent, a $7 billion OSJ-turned-RIA recognized as an InvestmentNews Best Place to Work in 2023. With over a decade of experience in the financial industry, Nate has built his career around supporting and empowering independent financial advisors to succeed without relying on traditional big-firm backing. Before launching Concurrent, he was Co-Founder and Managing Partner at I&A Consulting, specializing in mergers, acquisitions, and advisor recruiting. Earlier in his career, Nate served as Vice President of Succession Planning & Acquisitions at Raymond James Financial Services, where he led an in-house consulting team supporting more than 4,000 independent advisors. His experiences have fostered a strong commitment to helping advisors grow their businesses and navigate every stage of the entrepreneurial journey.   Connect With Nate: Website Instagram Facebook LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover how Concurrent is empowering RIAs with scalable solutions, autonomy, and strategic investments to drive business growth and enhance client service.   In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Nate Lenz, co-founder and CEO of Concurrent, a platform created to support independent wealth management firms. Nate explains how Concurrent has evolved from a consulting firm to a leading force in the RIA space, managing over $13 billion in assets. He discusses how Concurrent helps RIAs grow by providing crucial back-office support, technology, and even minority equity investments. If you're an advisor aiming to expand or shift to independence, this episode offers useful insights into how Concurrent's innovative platform can boost your practice   Key Takeaways: → How Concurrent helps independent advisors gain the benefits of scale without sacrificing autonomy. → The role of technology, compliance, and operations in enabling advisors to focus on client relationships. → The strategic investment model and how Concurrent is offering minority equity stakes in affiliated RIAs. → Insights into the cultural shift in the wealth management space, with more firms leaving traditional models for independence. → The challenges and rewards of scaling an RIA platform and attracting top talent in a competitive market.   Nate Lenz is the CEO and Co-Founder of Concurrent, a $7 billion OSJ-turned-RIA recognized as an InvestmentNews Best Place to Work in 2023. With over a decade of experience in the financial industry, Nate has built his career around supporting and empowering independent financial advisors to succeed without relying on traditional big-firm backing. Before launching Concurrent, he was Co-Founder and Managing Partner at I&A Consulting, specializing in mergers, acquisitions, and advisor recruiting. Earlier in his career, Nate served as Vice President of Succession Planning & Acquisitions at Raymond James Financial Services, where he led an in-house consulting team supporting more than 4,000 independent advisors. His experiences have fostered a strong commitment to helping advisors grow their businesses and navigate every stage of the entrepreneurial journey.   Connect With Nate: Website Instagram Facebook LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

Though their family has been farming in Ontario for over 200 years, success looks different in the 2020s than it did in the early 19th century! Hear how the Coopers changed their family farm in order to steward it into the future by becoming early adopters of the CSA model. Learn how the business has evolved over the years and how they manage a diverse range of products, both on the farm and the business side of things. The Coopers and host Katie Kulla also discuss the importance of succession planning, finding a balance between cashflow and equity building, integrating technology into the farm, and how to maintain a fun and positive environment on the farm to stay in it for the long haul. Connect With Guest:Instagram: @coopscsafarmWebsite: www.coopersfarm.ca Podcast Sponsors: Huge thanks to our podcast sponsors as they make this podcast FREE to everyone with their generous support:Tilth Soil makes living soils for organic growers. The base for all our mixes is NOP-compliant compost, made from the 4,000 tons of food scraps we divert from landfills each year. And the results speak for themselves. Get excellent germination, strong transplants, and help us turn these resources back into food. Try a free bag, and check our 2025 farmer pricing at tilthsoil.com/gfm.Farmhand is the all-in-one virtual assistant created for CSA farmers. With five-star member support, custom websites, shop management, and seamless billing, Farmhand makes it effortless to market, manage, and grow a thriving CSA. Learn more and set up a demo with the founder at farmhand.partners/gfm.BCS two-wheel tractors are designed and built in Italy where small-scale farming has been a way of life for generations. Discover the beauty of BCS on your farm with PTO-driven implements for soil-working, shredding cover crops, spreading compost, mowing under fences, clearing snow, and more – all powered by a single, gear-driven machine that's tailored to the size and scale of your operation. To learn more, view sale pricing, or locate your nearest dealer, visit BCS America.Nifty Hoops builds complete gothic high tunnels that are easy to install and built to last. Their bolt-together construction makes setup straightforward and efficient, whether it's a small backyard hoophouse, or a dozen large production-scale high tunnels- especially through their community build option, where professional builders work alongside your crew, family, or neighbors to build each structure- usually in a single day. Visit niftyhoops.com to learn more. Subscribe To Our Magazine -all new subscriptions include a FREE 28-Day Trial

Marshall Rabil is the third-generation President and CEO of Hubbard Peanut Company, the country's oldest specialty peanut brand, famously known as "Hubs." Founded by his grandparents in 1954 in Sedley, Virginia, Hubs is a household name celebrated for its super extra-large Virginia peanuts. Before taking the helm, Marshall cultivated a global perspective, working in sustainable development and education in Japan and around the world. He later gained invaluable industry experience as a specialty food buyer at Whole Foods, inspired by the principles of Conscious Capitalism. In 2016, Marshall returned to his roots, bringing a vision to blend the company's rich tradition with modern innovation, community engagement, and long-term growth.SHOW SUMMARYIn this episode, host Jonathan Goldhill sits down with Marshall Rabil to explore the journey of leading a 70-year-old family legacy into the future. Marshall shares how his experiences abroad, from Japanese villages to international development projects, shaped his desire to use the family business as a catalyst for positive change in his own rural Virginia community. We dive into the nuts and bolts of this transformation, from turning an old grocery store into a vibrant community hub to competing against private equity-backed giants. Marshall offers a candid look at the delicate balancing act of honoring his grandparents' legacy while implementing new technology, marketing strategies, and, most importantly, navigating the complex dynamics of family ownership and succession.KEY TAKEAWAYSBusiness as a Community Catalyst: Marshall is using the business as a force for good, transforming an old grocery store into "The Hubs Vine," a community event space, and forging deep partnerships with the local food bank through initiatives like the "Homegrown Harvest" festival.The Value of Outside Experience: The Rabil family mantra was to "go and work for someone else first." Marshall's time in international education and at Whole Foods provided him with a unique perspective that has been crucial for innovating within the family business.Navigating the Private Equity Wave: Instead of selling to private equity firms that are acquiring competitors, the Rabil family chose to reinvest in their business. Hubs differentiates itself by focusing on its premium quality, its authentic story, and strategic partnerships with brands like Orvis.The Toughest Challenge is Family Alignment: Marshall reveals that the most critical and time-consuming challenge isn't operations or scaling, but getting the multi-generational family owners aligned on corporate governance, especially the buy-sell agreement.Modernizing a Legacy Brand: Marshall is spearheading the adoption of new technologies, from a sophisticated Shopify Plus website and data analytics tools to exploring automation on the production line, ensuring the brand remains relevant.Patience in a Legacy Business: Leading a 70-year-old company requires patience. Marshall emphasizes the need to take a step back, understand different family perspectives, and accept that meaningful change takes time.QUOTES"I was really starting to think how can business, um, be a catalyst for change in our community?""I was always encouraged to go out and do something before you want to come back here. So that was always kind of our family mantra was, you need to go and work for someone else first.""I think our value has multiplied because of some of those efforts. But it required a lot of work.""Of the seven things that you mentioned, that [family alignment on corporate governance] is the one that is taking the most time and attention... because you have to get the family on board.""I have to remind myself too, you know, take a step back. You'll get there. I like things to happen a little quicker than they do sometimes."Connect and learn more about Marshall Rabil and Hubbard Peanut Company:LinkedIn: https://www.linkedin.com/in/marshall-rabil-83a24a15/Company LinkedIn: https://www.linkedin.com/company/hubbard-peanut-company-inc/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

Prioritize Your Goals Worksheet &Des Moines workshop registration links:uncommonfarms.com/successionCommon Traits Webinar:Common Traits Webinar RecordingMike's Linkedin profile:https://www.linkedin.com/in/mikedowney-farmraised?lipi=urn%3Ali%3Apage%3Ad_flagship3_profile_view_base_contact_details%3BOARBPKDWRRehBWqC62Y0Gg%3D%3DMichael C. “Mike” DowneyFarm Business Coach & Succession Planning Lead (O): 618.372.7431 (M): 319.361.2409 Mike Downey of UnCommon Farms to talk all things succession planning. Mike shares how his own farm background inspired him to help other families navigate the often difficult but crucial process of transitioning the farm to the next generation. We explore the emotional and financial side of succession—covering everything from estate planning and business governance to family harmony and leadership development.Mike also previews the 2025 Succession Workshop Series, including an in-person, full-day event in Des Moines on July 23rd, co-hosted with Paul Neiffer, The Farm CPA. He shares why it's essential for farmers to have a plan, what common mistakes families make, and the simple tools that can jumpstart progress—like the “Prioritize Your Goals” worksheet.We close with a discussion on legacy, communication, and the future of the family farm. If you've ever said, “We need to figure out succession—but don't know where to start,” this episode is for you.

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You say you want freedom. But are you really ready for it? This week, Kris kicks off the first of seven essential transitions every successful woman must navigate when she knows it's time for something new. It starts with a brutally honest question: Is your business ready to run without you? And are you ready to let it? In this episode, Kris unpacks what readiness really means—not just logistically, but emotionally. Because saying you're done and being done are two very different things. Here's what we explore: The trap of being needed—and why it's so hard to let go How your team might be holding you back (even if they mean well) Why control feels safer than it really is And how to know if you're truly ready for what's next This isn't about stepping down. It's about stepping into a new version of you. And readiness is just the beginning. Contact Information and Recommended Resources Wanna know if your business is ready to run without you? Take the short quiz here: www.thevisionary.CEO/businessready. The One Hour Leader Blueprint thevisionary.ceo/onehourleaderblueprint The One Hour Leader Coach thevisionary.ceo/onehourleadercoach   Linkedin Instagram Facebook Pinterest0

In this special roundtable episode of Pay Play Profit, host Jessica Mae Stafford, former Visionary of TBL and now Head of Sales & Partnerships at Stellar Brands, is joined by key leaders from both organizations to share the story behind TBL's acquisition by Stellar Brands and what it means for the future. Marilyn Adkerson, CPA, Founder of TBL, reflects on her transition into retirement and the journey that led to this pivotal moment. Bobby Hoyt, Founder and Visionary of Stellar Brands, shares why acquiring TBL aligned perfectly with Stellar's mission and long-term vision. Ariel Bash, Integrator™ of Stellar Brands, speaks to how she is balancing the preservation of TBL's culture while ensuring alignment with Stellar's growth vision. Ashley Travis, Head of Finance/HR and TBL Operations at Stellar Brands, offers insight into the smooth integration process and the stability it has brought to both teams. Jessica Mae Stafford leads the conversation and adds her own perspective on legacy, leadership transitions, and the heart behind choosing Stellar as TBL's new home. Together, this leadership team reflects on the past, shares behind-the-scenes details from the transition, and casts a shared vision for the future of TBL within Stellar Brands.

Key Topics Covered:-What buyers can do to become “preferred” with intermediaries and sellers.-Timeline expectations from LOI to purchase agreement.-How financing, compliance, and legal factors can stall (or kill) deals.-Why CRM/data integration is often overlooked - but critical.-The power of clear workflows, automated systems, and back-end earnout strategies.-When and why it's smart to “overpay” for the right practice.Tune in to learn how to protect your transaction, accelerate integration, and ensure long-term success.Whether you're a financial advisor considering a future exit or a buyer looking to scale smart, this episode will give you practical insights into how to successfully close - and integrate - a wealth management practice.

Key highlights include:-Why many advisors wait too long - and how that can cost them.-Common emotional roadblocks and how to overcome them.-The difference between financial readiness and business readiness.-Mistakes sellers make when engaging with buyers.-Why a clear "why" can determine the success of your exit.Whether you're actively considering retirement or just thinking ahead, this episode offers straightforward advice from two experts who have helped hundreds of advisors navigate their next chapter.Reach out to Joe at Joseph@EliteConsultingPartners.com.