Podcasts about Succession planning

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®!

Jeff DeWald, Managing Member of Agribusiness Succession Advisors, talks about the biggest mistakes he sees when it comes to succession planning.

Ever found yourself snapping at the wrong person, avoiding the real issue, or feeling stuck but not sure why?In this punchy mini episode, Ben Law — The Financial Bloke — unpacks the two emotional drivers that quietly derail farming families: fear and frustration. Left unchecked, these forces sabotage relationships, cloud decisions, and stall progress.But here's the good news: once you understand them, you can master them.Ben reveals:Why even the most successful families are being silently shaped by these emotionsHow fear and frustration disguise themselves as busyness, anger or avoidanceFour practical tools to help you respond like a leader instead of reacting like a victimThe one question high performers ask when the pressure hitsIf you want to build emotional fitness, lead your family better, and stay grounded in tough times — this episode delivers the goods.-----------------------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/

Jeff DeWald, Managing Member of Agribusiness Succession Advisors, talks about the biggest mistakes he sees when it comes to succession planning.

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 

Australia is heading for its biggest wealth shift in history - and it's already begun. With over 140,000 Aussies retiring every year, we dive into how the "silver tsunami" of Baby Boomers is set to transform our economy, workforce, and financial planning industries. From aged care and superannuation to legacy planning and retirement housing models, we unpack the opportunities and challenges for both retirees and the generations following them.On this episode, we discuss:(00:00) Intro(00:19) Why Retiring Boomers Could Break the Economy(04:14) Big Economic Impacts: Healthcare, Aged Care & Labor Force(06:20) Baby Boomers Fueling Demand for Financial Planning(07:22) Why Some Retirees Blow Their Wealth(08:41) The Trillion-Dollar Super Shift(09:38) Why Boomers Don't Like Spending Their Money(10:48) Legacy Planning: Helping Your Kids While You're Alive(14:27) What's a Land Lease Retirement Community?(16:55) Should You Buy or Rent in Retirement?(21:16) Should You Talk to Your Parents About Retirement?(22:50) Understanding How Super Re-Contribution Works(25:16) Business Owner Retirements & CGT PlanningCheck out the free resources from Inovayt here.Send us an email: hello@thenumbersgamepodcast.com.auThe Numbers Game is brought to you by Future Advisory & Inovayt.Hosts:Nick ReillyJason RobinsonMartin VidakovicThis podcast is produced by VIDPOD.

Nora Kelly, managing director in Kaufman Hall's mergers & acquisitions and strategy and business transformation practices, joins HealthLeaders editor Jay Asser to discuss the importance of physician practice succession planning and how to do it effectively. Kaufman Hall has published a special paper on the topic that can be accessed on their website.

When the paddocks are thriving but the family's falling apart, what's really being regenerated?In this episode of The Agricoach Wealth & Wisdom Podcast, Ben Law sits down with eighth-generation farmer and regenerative ag pioneer Charlie Arnott. Charlie shares the raw, unfiltered story of what led him to overhaul his approach to farming—and, just as importantly, to life. From burnout during the millennium drought to discovering the power of values-led living, Charlie's journey goes far beyond soil health. Together, Ben and Charlie explore how curiosity, communication, and conscious planning are the real generational assets—both in the paddock and around the dinner table.If you're a forward-thinking farming family that's built a successful operation but knows there's more to legacy than land and livestock, this episode will challenge and inspire. You'll walk away with practical ideas—from the power of a 12-month family calendar to simple daily rituals—that could be the key to regenerating not just your farm, but your family's future.-----------------------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/

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

There's no older shoe shop in the UK to have been passed down through 8 generations than a Southampton staple: the 222-year old W J French & Son!They remain faithful to tradition, but have moved with modern times to survive, thanks in no small part to Richard French and his daughter Caroline, who now heads up the business.Discover the heart, soul and magic behind this family's footwear legacy on this week's episode of It Runs In The Family!This episode covers:The story and legacy behind the eight generations who've been guardians of the businessThe 300+ years of combined experience between W J French's master shoe fittersBalancing traditional retail practices with modern technology, while preserving the shop's historic character.Personalised service at the heart of the business' connection with multiple generations of local familiesThe resilience of retail, and staying true to the French family's passion for exceptional customer serviceRichard Frenchhttps://www.linkedin.com/in/richard-french-9817063b/Caroline Osmanhttps://www.linkedin.com/in/caroline-osman-a412a819/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/

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.

Support the show

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 week's episode of "Maximize Business Value," Dave Casey meets with Terry Chevalier to discuss succession planning and leadership. Terry Chevalier is a certified Mastery Partner and the Founder and managing director of Sunstone Associates. To learn more about Terry, visit his LinkedIn and check out the masterypartners.com website. Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value!#maximizebusinessvalue #maximizebusinessvalue #MBVPodcast #PodcastForEntrepreneurs #SuccessionPlanning #MasteryPartners #ExitStrategyLearn More about Dave CaseyDave Casey is a partner at Mastery Partners. he works with owners to maximize the value locked up in their businesses. Using his background and experience, he utilizes the four-part process Mastery has perfected to analyze, assess, map out, and execute plans to ensure the business owner realizes the very top valuation for their enterprise. Casey is an engaged business leader with an eye for business transformation, particularly in the verticals of technology, cybersecurity, and IT managed services.  Dave previously founded and grew an IT managed services company, brought it through a successful exit, and today helps companies develop long-range plans for sound security and operational processes.Dave serves on the board of Business Navigators, a business servant leadership non-profit in the DFW area. He is also a founder and board member of Biz Owners Ed, a 501 (c)(3) organization enabling serious entrepreneurs to dramatically scale and improve their businesses.Learn More about Terry ChevalierTerry Chevalier, owner and Managing Director of Sunstone Associates, offers over 25 years of executive experience, guiding companies through vast opportunities and challenges. Previously, he played pivotal roles at both mid-market and Fortune 50 firms, including $20B in asset acquisitions. Additionally, Terry boasts a management consulting background with Bain & Company, a decade in the U.S. Intelligence Community, and holds degrees from the Missouri University of Science and Technology and Duke University.Mastery Partners Elevating Businesses to Achieve The Business Owner's Dream Exit The unfortunate reality is that for every business that comes on the market (for whatever reason), only 17% of them achieve a successful exit. You read that right. 83% of attempted business transitions never reach the closing table. Mastery Partners is on a mission to change that. We ELEVATE businesses to achieve maximum value and reach that dream exit. Our objectives are simple - understand where the business is today, identify opportunities for dramatic improvement, and offer solutions to enhance the business, making it more marketable and valuable. And that all starts with understanding the business owner's definition of his or her dream exit. Mastery has developed a 4-Step Process to help business owners achieve their dreams. STEP 1: Transition Readiness Assessment STEP 2: Roadmap for Value Acceleration STEP 3: Relentless Execution STEP 4: Decision: Now that desired results are achieved, the business is ready for the next step in the journey! CONNECT WITH MASTERY PARTNERS TO LEARN MORELinkedInWebsite© 2025 Mastery Partners, LLC.

In this week's episode of The Impact Farming Show, we're diving into the evolving world of agricultural finance with a company that's doing things differently—Farm Lending Canada. Our theme, “Alternative Agriculture Financing Done Differently,” explores how this Canadian-based lender is helping producers across the country find new paths to capital in an increasingly complex lending environment.  If you've ever struggled with traditional lending options, this is a conversation you don't want to miss.   What You'll Learn in This Episode: 0:00 - Introduction & Meet Shawn Bustin 2:48 - State of the Ag Lending Market – What's the current landscape of agricultural lending in Canada?  4:40 - Where Farm Lending Canada Fits In – Discover how Farm Lending Canada carves out its space in this market and supports producers that traditional lenders often overlook. 7:41 - Loan Products Offered – We discuss the loan products available through Farm Lending Canada. 9:20 - Sector & Regional Focus – Learn more about Farm Lending Canada's geographic reach and the specific ag sectors they support. 11:36 - Solving the Financing Gap – What's the core problem Farm Lending Canada is solving? We explore the alternative ag lending market and how they differ from other lenders in the space. 17:15 - A Unique Lending Approach – We take a closer look at the innovative, client-focused process that sets Farm Lending Canada apart from conventional institutions. How can farmers work with Farm Lending Canada? 21:13 - Client Success – What does success look like when working with Farm Lending Canada? You'll hear examples of how their financing solutions have supported real farm operations. Why This Episode Matters With rising costs, market volatility, and stricter lending criteria from traditional banks, Canadian farmers are facing more roadblocks than ever when it comes to accessing capital.  Farm Lending Canada is here to provide alternative agriculture financing for Canadian farmers when they need it most. Thanks for tuning in, Tracy ============================= Watch The Farm Lending Canada Series: Episode 1 - Supporting the Future of Agriculture With Alternative Farm Financing Solutions with Robb Nelson 

The death tax, otherwise known as the estate or gift tax, kicks in when assets pass on after death. It can have big implications for family farms or small businesses trying to stay afloat for the next generation. Extension Specialist Kelly Wilfert joins us to break down how the tax works and why agriculture groups have been championing the adjustment Congress made in the new federal budget. Before the federal budget passed, individuals could gift up to $13.99 million in assets without triggering the 40 percent estate tax, meaning just 1.1 percent of farm households were affected without estate planning. That threshold was set to drop to $7 million in 2026, potentially impacting 4 percent of farms. However, Congress has now raised the exemption to $15 million per person. This is welcome news for agriculture as farm assets like land and equipment continue to rise in value.See omnystudio.com/listener for privacy information.

In this episode of The Voice of Retail, I'm joined by James B. Smith, Founder and CEO of Rare Placement, for a wide-ranging conversation on modern leadership, executive search, and the future of talent in the retail industry.James brings an exceptional career journey to the mic, beginning in advertising with agencies like Grey and Ogilvy, moving into marketing leadership at Citibank, in leadership roles at Esquire and then Conde Nast Traveller—where he helped it become the top-performing title, even outpacing Vogue. His passion for growth and transformation led him to become a CEO, owner-operator, and eventually launch Rare Placement, a boutique executive search firm focused on personalized, human-centric talent solutions.In our conversation, James emphasizes the power of storytelling—not just for brands, but for leaders. He reveals that every candidate he's placed has gone on to become a client, a testament to his laser focus on culture fit, agility, and soft skills over just resumes. We dive into how executive hiring has changed, why modern CEOs need courage, humility, and the ability to say “I don't know,” and how COVID permanently reshaped leadership styles and expectations around flexibility and culture.James shares practical advice for current and aspiring retail leaders—from building a strong, concise personal narrative to investing in ongoing networking, not just when you're in transition. He stresses that succession planning should be an ongoing, layered strategy, and reminds executives that “people buy leaders, not logos.”We also explore the increasing importance of board roles—both fiduciary and advisory—and how executives can position themselves for these opportunities by knowing what they uniquely bring to the table.Whether you're a retail executive planning your next move, a CEO rethinking your leadership team, or a rising leader wondering how to stand out, this episode is packed with actionable insights. 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, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. 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, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. 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.

With the average age of business owners at 58 and many lacking succession plans, Canadian small businesses are facing climbing rates of closure. Al is joined by Dr. Sarah Burrows, Assistant Professor at Queen's University's Smith School of Business, to discuss the growing concern of succession planning in Canadian small businesses.Dr. Burrows discusses the "Silver Tsunami" and the impact of changing tax laws on family-owned businesses.Explore innovative solutions like Employee Ownership Trusts (EOTs) for sustainable business transitions and learn how local businesses can adapt amidst economic uncertainties.If you're a business owner who hasn't thought about succession planning, start listening!Also in this episode:Kerry Smith, National Leader, Famiy Office Services at MNP talks about succession planningAreen Pabla, Sales & Marketing Intern at Moneris reviews July's calendar of eventsLinks of InterestDr. Sarah Burrows on LinkedINSmith School of BusinessQueen's UniversityFamily Enterprise CanadaFamily Firm InstituteBusiness Development Bank of CanadaMNP Family Office ServicesSoulFestCanadian Food Truck Festivals  Subscribe now!If you have a payment-related or business question you'd like to submit to one of our experts, you can email us at podcast@moneris.com.Just Good Business is a Moneris podcast production hosted by Al Grego.

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.

In this episode, we discuss succession planning with Christie Anthony, who has just taken over SOS International, and Greg Salciccioli, who is a coach, mentor, and field expert in succession planning.

In this episode of The Impact Farming Show, Tracy sits down with Heather Venenga, a financial advisor from Watertown, South Dakota, and the author of Protect Your Pack and Your Den!. They dive deep into the complexities of farm succession planning, discussing how farmers can achieve fair and equal in transition planning without risking the family legacy. Heather offers invaluable insights into the common stumbling blocks farmers face when planning for the future of their farm, including the challenge of balancing fairness among heirs. They touch on practical solutions and how to avoid making costly mistakes. - That approximately 70% of farms lack a written succession plan - The challenges of "fair & equal" in farm transitions - Common succession planning mistakes to avoid - Different approaches to fair and equal and their pros/cons - The importance of starting early for better planning options Listen to learn how to preserve your farm's future while keeping family relationships intact! Thanks for tuning in, Tracy =============================

A carefully planned CEO exit unraveled and what came next reshaped how one founder leads for good.   When Chris Schwalbach stepped away from the CEO seat at AVL Growth Partners, he had a clear plan, a strong successor, and years of preparation behind him. But even with all that in place, something didn't sit right. The business started to wobble, and Chris found himself wondering if he'd made a mistake. What do you do when the leadership transition you spent years building starts to crack? How do you know when it's time to step back in?   Joining Sarah Lockwood, Chris shares the real story behind his succession planning journey, from the slow handoff to the unexpected return, and what he learned about himself in the process. He talks openly about the shame he felt stepping back in, the inner work that helped him move through it, and the version of leadership he brings to the table now. If you're thinking about founder exit planning or wrestling with what it means to let go, this episode offers a thoughtful look at what happens when plans shift and perspective deepens.   Episode Breakdown: 00:00 Chris Schwalbach's CEO Exit and Return 02:06 Founding AVL Growth Partners and the Original Vision 04:07 Hitting Growth Ceilings and Planning a Leadership Transition 10:05 The Inner Journey: Failure, Trust, and Self-Doubt 17:12 Becoming CEO 2.0: Leading with Clarity and Confidence 22:00 Managing Team Expectations During a Leadership Transition 28:10 Reflecting on Progress: Using the Gap and the Gain 30:07 Personal Habits That Support Founder Mental Health 37:47 Lessons in Succession Planning and Self-Trust   Links Conscious Entrepreneur Previous Episode with Chris Schwalbach: https://consciousentrepreneur.us/chris-schwalbach-the-conscious-handover-embracing-change-at-the-top   Connect with The Conscious Entrepreneur: Website: http://www.consciousentrepreneur.us  LinkedIn: https://www.linkedin.com/company/conscious-entrepreneur/  Instagram: https://www.instagram.com/conscious_entrepreneur_summit/    Connect with Chris Schwalbach: LinkedIn: https://www.linkedin.com/in/cschwalbach/ Website: https://avlgrowth.com/   Connect with Sarah Lockwood: LinkedIn: https://www.linkedin.com/in/lockwoodsarah/ Website: https://hivecast.fm HiveCast.fm is a proud sponsor of The Conscious Entrepreneur Podcast. Podcast production and show notes provided by HiveCast.fm

Charlene talks with Molly Rodriguez, Senior Program Manager at Stanford Health Care. Molly recently presented at the ACNL Annual Conference in February on a succession planning tool she and her team developed to identify future leaders. The assessment tool was designed to be able to be completed in just ten minutes and could serve as a model for other organizations looking to improve their own succession planning. Charlene and Molly talk about why succession planning matters, how to identify future nurse leaders, and Molly's advice for other organizations. Host: Charlene Platon, MS, RN, FNP-BC (⁠@charleneplaton⁠) Guest: Molly Rodriguez, DNP, RN, CNS, AGCNS-BC, Caritas Coach© (https://www.linkedin.com/in/molly-rodriguez-dnp-rn-cns-agcns-bc-caritas-coach%C2%A9-164955237/) About the show: ACNL in Action is a production of the Association of California Nurse Leaders, the professional organization for nurse leaders. New episodes come out on the first Friday of every month. Want to support ACNL? Consider making a donation: ⁠https://www.acnl.org/circleofgiving⁠. Learn more about ACNL, including how to become a member, at ⁠acnl.org⁠.  Follow us on Facebook, Instagram, and LinkedIn at @acnlnurse.

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.

From banker to landscaper, Carroll Fitzgerald built a 70+ person business with 35 trucks — and then sold it to his own management team. In this episode, Carroll shares the full story of how he scaled Fitzgerald's Landscaping and structured a successful employee buyout. What you'll learn: How Carroll grew his company from a weekend side hustle to a multimillion-dollar operation Why he planned his exit 5 years in advance — and how that paid off How he used SBA financing and vendor takebacks to help his team buy the business What makes a succession plan actually work in the trades

In this episode, host Victoria Collier breaks down one of the most overlooked yet critical mistakes law firm owners make when succession planning: skipping the paperwork and diving into business talks without protecting the firm. From referral sources to internal systems and staff compensation, Victoria walks through everything your associate could potentially take with them if things go sideways—and how to prevent that from happening. What You'll Learn in This Episode Why having an NDA and non-solicitation agreement before real discussions is non-negotiable What exactly these agreements should cover—including financials, staff, referral sources, and internal systems How to bring up these legal documents without damaging trust or enthusiasm Victoria Collier is a seasoned attorney, entrepreneur, and expert in law firm sales and valuations. With a background in law and accounting, including her prior military service and CPA training, she brings a unique perspective on the financial intricacies of business valuations. Victoria helps transform law firms into more valuable and sellable businesses, guiding attorneys through life after law.   We want to hear from you! You can leave us a rating and review in Apple Podcasts. Click here and then scroll down the page to the rating and review section. You can also leave us a rating in Spotify by clicking here. Connect with Victoria Collier https://quidproquolaw.com/ Private Facebook Group https://www.facebook.com/groups/1284225722042602 LinkedIn https://www.linkedin.com/company/victoria-collier-coaching/      

In this episode of The Impact Farming Show, Tracy discusses an overlooked challenge confronting family farms: fear. Whether you're already farming or dreaming of one day owning a farm, this conversation peels back the layers on how fear stifles succession and transition planning. Why Discussing Fear Matters - Fear is undermining family farms inch by inch, acre by acre, globally. - In the world of succession planning, it's not just data or logistics—it's emotions that hold us back. - Without acknowledging and confronting fear, even well-laid plans can collapse. Or more accurate yet. The plans just don't happen. In This Episode - Farm Business Psychology vs. Strategy Beyond spreadsheets and planning—there's a human, emotional ‘psychology' at play. Understanding how fear impacts decisions is as important as financial know-how. - How Fear Shows Up in Loved Ones Fear manifests differently across generations: parents, children, siblings. Left unspoken, these fears can derail entire succession efforts. - Individual Fears Around Succession Each family member brings personal hopes, expectations—and fears. From financial insecurity and loss of identity, to burden and conflict, these underlying worries must be surfaced. Who This Episode Is For - Anyone involved in a family farm struggling with transition planning. - Families who want to break emotional paralysis and build lasting legacies. - Farmers and next-gen hoping to bridge generational gaps and foster meaningful, courageous conversations. Takeaways & Action Steps - Acknowledge fear: Make it visible in family discussions. - Seek external support: Coaches, financial planners, mediators can help. - Commit to small courageous actions: Progress isn't about perfection—it's about persistence in the face of fear. - Keep communication open: Refresh plans, feelings, and goals regularly and compassionately. Quote to Remember “Unless we can name our fears, get them in the open, seek guidance and knowledge to overcome and act…fear will continue to destroy family farms.” Thanks so much for tuning in, Tracy ================================= If this episode resonated with you, please:

We're treated to so many accounts of family businesses working with non-family members, but what's life like on the other side of the equation…?The irresistible charm of Kite Clothing's ranges is made possible by a brother-sister duo of Roger & Ally, and our guest today, third Co-Director Jo Spragg!We champion her unique perspective on family business, and how this one has thrived for over 18 years, on a fascinating edition of It Runs In The Family.This episode covers:How Jo works together with two sibling Co-Directors, while never feeling like a third wheelEthics and morals at the heart of Jo's motivations for starting the businessHow Kite grew organically from humble beginnings without rigid long-term planningThe importance of flexibility, family involvement, and creating an environment that allows for personal growth and work-life balanceJo's father's entrepreneurial background and influence on her career pathKite Clothinghttps://www.kite-clothing.co.uk/https://www.linkedin.com/company/kite-clothing/Jo Spragghttps://www.linkedin.com/in/jo-spragg-04210614/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/

Succession planning may not be the first thing that comes to mind when you think about nonprofit leadership development, but it should be. In this episode, I sit down with transition strategist Naomi Hattaway to explore what it really takes to ensure leadership continuity and why it's a core part of any learning and development strategy.With executive turnover on the rise and funding environments shifting, organizations can't afford to leave leadership transitions to chance. Succession planning supports not only operational stability but also employee trust, team morale, and long-term mission impact.▶️ Not Just an HR Problem: The Role of L&D in Succession Planning ▶️ Key Points:01:20 Why turnover hurts mission impact03:20 Naomi's background, career journey, and how she got into succession planning09:05 What succession planning really means for nonprofits11:27 How succession planning aligns with learning and development15:00 Tips for integrating L&D with your succession plan17:03 Questions L&D leaders can ask to influence succession conversations21:28 Proactive steps and final advice for nonprofit teamsResources from this episode:Join the Nonprofit Learning and Development Collective: https://www.skillmastersmarket.com/nonprofit-learning-and-development-collectiveWas this episode helpful? If you're listening on Apple Podcasts or Spotify, follow and leave a review!

In this deeply resonant episode of The Family Biz Show, Michael Palumbos sits down with Mike Young, fourth-generation family business leader and author of The Farmer's Code. From a humble start farming rice in the Californian desert to exiting a vast family farmland portfolio, Mike offers a masterclass on pivoting, stewardship, and enduring family cohesion. Key Themes: Roots in the Soil (00:00–06:30) Mike recounts the origins of Wegis & Young—his great-grandfather's immigration, renaming, and pioneering efforts in California's Central Valley. Their early crops, including rice and sugar beets, were nourished by water captured in sloughs, laying the groundwork for some of the most productive farmland in the world. Scaling Across Generations (06:30–10:00) Each generation innovated: Mike's grandfather focused on water infrastructure and expansion His father and uncle introduced higher-return crops like almonds and grapes Mike's generation added vertical integration with alfalfa cubing and tomato processing before exiting those businesses From Dirt to Data: The Tech Pivot (10:00–13:00) A standout innovation was a water infrastructure monitoring company—proof that the family adapted not only operationally but strategically, leaning into regulatory change as a catalyst for growth. Exit to Endure (13:00–16:00) Selling 85% of their farmland wasn't easy. But with water rights tightening and G5 & G6 in mind, they chose continuity over sentiment. Mike emphasizes that the land still operates—but now from a stewardship mindset. Legacy is Relational (17:00–20:30) The spark for Mike's book The Farmer's Code was his 99-year-old grandmother. The message: Legacy isn't what you leave for people—it's what you leave in them. His book is broken into three parts: Me, Them Now, and Them to Come—mirroring his family's approach to multi-generational values. Governance Done Right (30:00–36:00) With a family board of directors, six trusts, and a family council, Wegis & Young model effective governance. Their structure includes even non-active family members and outlaws—communicating, sharing philanthropic decisions, and guiding distribution policies. Challenges Ahead (41:00–46:00) Mike's top challenge? Maintaining cohesion in a generation that won't work together daily. With 11 next-gen family members ranging from 12 to 24, the family is experimenting with ways to build connection across the branches. Tangible Takeaways Don't fear the exit—it may be your legacy's best move Legacy isn't inheritance—it's influence Strong governance includes everyone Strategic philanthropy is a sandbox for rising leaders Always build with the 7th generation in mind

In this episode, Trace Blackmore welcomes back Tom Hutchison, Chairman of the Board, HOH Water Technology, to reflect on what it really takes to step out of day-to-day leadership—and do it well. As a multi-decade leader in water treatment, Tom shares the personal, professional, and organizational insights that shaped his transition from CEO to chairman and what it means to lead a business into its next generation.  From early succession conversations to the unspoken anxieties of staff, Hutch offers a rare look behind the curtain of legacy-building in industrial water treatment. And as private equity plays a growing role in the industry, Tom unpacks the very real choices facing owners and teams alike—with clarity and compassion. Navigating Leadership Through Change  Tom begins by describing the decision to shift from day-to-day leadership to a board-level role. He reflects on the emotional weight of that process and the internal work required to detach his identity from his title. Rather than clinging to authority, he outlines the importance of trust and letting emerging leaders find their voice—even when it means they'll make different decisions.  He also highlights the human cost of poor planning. “Death,” as Tom puts it bluntly, “is not a strategy.” Waiting too long or failing to mentor successors doesn't just disrupt the business—it risks unraveling everything you've built. Succession Planning and Cultural Continuity  Trace and Tom dive into the mechanics of succession planning—not just from an ownership perspective, but a cultural one. Tom explains how HOH built an internal environment where values weren't just posted on the wall but deeply lived. This foundation allowed the company to navigate major transitions, including its eventual move into private equity, without losing its identity.  He also warns about the consequences of delayed planning. Waiting too long, he says, puts the business, its people, and its principles at risk.    Preparing for Private Equity—Without Losing Yourself  One of the most practical parts of the conversation centers on HOH's private equity journey. Tom shares how they vetted buyers not just for financial capacity, but for cultural alignment. He outlines how his team clarified their mission and values before the deal, which ultimately helped preserve their vision after the transition.  Rather than resist change, HOH treated the shift as an opportunity to reinforce their core—while expanding their reach.   The Long Arc of Legacy  Tom closes with a powerful meditation on leadership legacy. He explains that real legacy isn't about being remembered—it's about ensuring the business can thrive without you. He challenges listeners to think beyond titles, financial outcomes, or even strategy, and focus on the enduring impact of culture, mentorship, and examples.  Trace echoes this with a reminder that great leaders not only lead—they leave well. If you're leading a team, planning your exit, or preparing the next generation of leadership, this episode is a must-listen.  To take this conversation further, download the Discussion Guide located in the Connect with the Guest section of the show notes. Stay engaged, keep learning, and continue scaling up your knowledge!   Timestamps  02:46 – Opening the episode, Trace reflects on the concept of the “butterfly line”—that uncomfortable but powerful moment right before growth happens  07:10 – Water You Know with James McDonald  09:08 – Upcoming Events for Water Treatment Professionals 11:49– Guest Intro: Tom “Hutch” Hutchison Returns  12:35 – Stepping Down in 2020: How the Pandemic Helped  17:17 – Private Equity's Growing Role in Water Treatment  20:04 – The 5 Ownership Transition Paths 36:01 – Your Company is an Asset, not just a Job  42:00 – A New Mission: To Encourage and Inspire    Quotes  “The longer you put it off, the fewer options you have. And probably, the more unsettled your employees might be.”  “You don't have to suffer for the first time alone. If someone's already done it, learn from them and do it better.”  “Business is both a job and an asset. If you only treat it as a job, you're leaving value on the table.”  “I think I'm still figuring it out—but in this next season, I want to encourage and inspire.”  “You can start at step five if someone else already figured out the first four—just polish it and give it back.”    Connect with Tom Hutchison  Phone: +18474367403  Email: hutch@hohwatertechnology.com  Website: HOH Water Technology - Water Treatment Solutions  LinkedIn: https://www.linkedin.com/in/thomasfhutchison/   Click HERE to Download Episode's Discussion Guide    Guest Resources Mentioned  Alexander Hamilton by Ron Chernow  Halftime: Moving from Success to Significance by Bob P. Buford  Harry Potter Paperback Box Set (Books 1-7) by J.K. Rowling  King: A Life by Jonathan Eig  Strong and Weak: Embracing a Life of Love, Risk and True Flourishing by Andy Crouch   The Ideal Team Player: How to Recognize and Cultivate The Three Essential Virtues (J-B Lencioni Series) by Patrick M. Lencioni  The Lord of the Rings: 50th Anniversary, One Vol. Edition by J.R.R. Tolkien  The Little Liar: A Novel by Mitch Albom    Scaling UP! H2O Resources Mentioned  AWT (Association of Water Technologies)  Scaling UP! H2O Academy video courses  Submit a Show Idea  The Rising Tide Mastermind  166 The One Where We Celebrate Halloween   325 Rising Together: Conquering Challenges through Collective Support 127 The One With Tom Hutchison   Water You Know with James McDonald  Question: What is defined as the acid-absorbing property of water?    2025 Events for Water Professionals  Check out our Scaling UP! H2O Events Calendar where we've listed every event Water Treaters should be aware of by clicking HERE.   

Having an estate plan is very important. It ensures not only that your legacy is protected, but that you've planned for disruptions in your health and well being while you're alive. It's part of making sure that you are prepared for life's challenges (and the ultimate end of your life). But how you draft and prepare that plan can make a difference in avoiding problems when those documents are needed, especially your will. To tell us about how to avoid probate nightmares I talked with Certified Financial Planner Cameron Zabko on what you should do. In this episode you will learn about: - Challenges Facing Surviving Spouses - The "Widow's Tax" - Probate Pitfalls to Avoid - Not to Miss Estate Planning Tips - The Importance of Succession Planning for Your Small Business

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.

Today I talk with Liz Weber, a renowned leadership coach and strategic thinker. Liz, recognized among the Top 30 global leadership gurus, shares her insights on the current workplace challenges faced by leaders. The discussion delves into succession planning, the importance of culture, and how to navigate complex leadership dynamics. Liz provides a compelling case study of transforming a community bank's culture over seven years, emphasizing the value of strategic planning and continuous development. The episode also highlights the crucial role of boards and the benefits of skip-level meetings to foster better communication and understanding within organizations. Episode Minutes: Minute 8: The Importance of Organizational Culture Minute 13: Case Study: Transforming a Community Bank Minute 20: The Role of Boards in Organizational Success Minute 25: Succession Planning for Future Leaders To find out more about my work, please visit Dana Williams Consulting. LinkedIn Instagram Email: hello@danawilliamsco.com The Strengths Journal™ is the only Gallup-certified, purpose-driven daily planner that helps you actively use your strengths to plan your days. Get Your copy here

In this episode, I talk with David about the challenges blended farm families face during succession and estate transitions. We explore how honest communication, early planning, and choosing to overcome family dysfunction can shape a healthier legacy. David shares personal stories and lessons learned navigating complex family dynamics, while I highlight practical tips and resources for farm families ready to have the tough conversations before crisis hits. If you're involved in farm succession or blended family transitions, this episode offers valuable insights to help you move forward with clarity and compassion. Access the full show notes for this episode at elainefroese.com. Discover more about our guest: David Marrison Elaine Froese Resources: Watch this episode on YouTube. SPEAKING - book Elaine for your next event COACHING - find your Farm Transition Coach MEMBERSHIP - Join the Farm Family Harmony Membership waitlist RESOURCES - download for FREE CONTACT - take the next steps in your transition  BURNING QUESTION? Submit it here for Elaine or her coaches Timestamps 0:00:34 - Introduction of David Marrison and podcast topic on blended families 0:03:00 - David's background growing up on a dairy farm 0:05:48 - Discussion of family losses (father's death, first wife's cancer diagnosis) 0:09:24 - David's career with the Ohio State University farm management 0:11:51 - Resources available at farm office.osu.edu 0:14:06 - Why farmers are hesitant to ask for help 0:16:29 - Appreciative inquiry approach to farm family conversations 0:20:30 - Importance of family legacy and storytelling 0:26:29 - Challenges of blended families and communication 0:41:58 - Discussing farm transition and family dynamics 0:50:46 - Strategies for training the next generation 0:57:54 - Biggest risk in farm transition (preparing next generation)

Send us a textWhat happens to your organization when you leave? Dr. David Ashcraft, President and CEO of the Global Leadership Network, tackles the critical yet often neglected topic of succession planning with remarkable transparency and practical wisdom.Ashcraft's leadership journey took an unexpected turn after a pivotal conversation with Jim Collins, who challenged him with a provocative insight: "You'll never be a level five leader until you've actually left your organization and it's better with you gone than with you there." This single statement transformed Ashcraft's approach to leadership at LCBC Church, where he served as senior pastor for 32 years, growing the congregation from 150 to over 25,000 people across multiple locations.The conversation reveals succession planning as both a strategic process and a deeply personal journey. Ashcraft details how he developed a comprehensive 10-year succession plan focused on organizational health rather than personal timing, identified and systematically developed his successor, and navigated the unexpected emotional challenges of letting go. His candid reflections on battling pride after stepping away provide a rare glimpse into the psychological dimensions of leadership transition.Perhaps most valuable are the practical insights Ashcraft offers: the importance of documentation, creating a special succession subcommittee, implementing a careful transition period, and remaining physically absent after departure to allow new leadership to flourish. Throughout the discussion, he emphasizes that true succession isn't about managing your exit but ensuring your organization thrives long after you've gone.Whether you lead a church, nonprofit, or business, this conversation offers a masterclass in planning for your organization's future beyond your tenure. It challenges leaders to shift focus from "what's next for me" to "what's best for the organization I'm leading"—a perspective that ultimately defines leadership legacy.BelemLeaders–Your organization's trusted partner for leader and team development. Visit our website to connect: belemleaders.org or book a discovery call today! belem.as.me/discoveryUntil next time, keep doing great things!

On this episode of the Deal Team Six podcast, our host, Tammie Miller is joined by Mary Lisle Landhuis, President of Lisle Corporation—a fifth-generation, family-owned business with a 120+ year history. Mary shares her unexpected path to leadership, how the company balances innovation with tradition, and the lessons she's learned managing a business with more than 75 shareholders.  [1:05] Mary talks about her background [5:40] Mary's transition to company President  [9:42] Mary discusses working with other family members in the business [13:01] Mary talks about the Lisle decision-making process and how to use an Executive Team to create strategy [17:06] Tammie asks Mary about "family rules" and "dos and don'ts" governing the management of the family business [18:07] Mary discusses the various tools she uses to communicate with family shareholders  [22:47] Mary discusses how the family shares poor company performance [23:4] Mary discusses her ability to "turn off" her family business mindset [27:11] Tammie and Mary discuss the ability to find good talent in a small town [29:10] Mary talks about her outlook for the remainder of 2025 [30:56] Mary talks about what roles and resources she has relied on most heavily to prepare herself for her current role as president  [34:51] Mary gives suggestions for other family-owned businesses

 This is Matt Reustle. Today we are breaking down EQT, the Swedish global investment organization. Right off the top, I need to mention our guest today, Sean Barrett, who couldn't have been more perfect for this breakdown. Sean has been investing in the Alts since Blackstone christened this asset class just over a decade ago. Sean is the founder of Counter Global, and alt investing is ingrained in its DNA. We cover the massive, yet lesser-known EQT, the Wallenberg family ties, and how this business has continued to generate returns at scale. Beyond the EQT conversation, you are going to get a masterclass on Alts investing. Please enjoy this Breakdown of EQT. ⁠⁠⁠Subscribe⁠⁠⁠ to Colossus Review For the full show notes, transcript, and links to the best content to learn more, check out the episode page⁠⁠ ⁠here⁠⁠⁠. —- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit⁠⁠⁠ joincolossus.com/episodes⁠⁠⁠. Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠). Show Notes (00:00:00) Welcome to Business Breakdowns (00:01:38) Complexities of Alternative Asset Management (00:04:27) Understanding EQT: A Thematic Private Markets Investment Manager (00:06:36) The Wallenberg Legacy and EQT's Origins (00:11:54) EQT's Differentiation and Investment Strategy (00:20:36) Leadership and Succession Planning at EQT (00:25:15) Regulatory Environment and Strategic Focus (00:31:15) EQT's Private Equity and Asia Strategies (00:37:39) EQT's Strategic Use of M&A (00:39:49) EQT's Infrastructure Business (00:42:01) EQT's Real Estate Business (00:45:28) Innovative Exit Strategies (00:49:08) Fundraising Success and Future Prospects (00:59:31) Financial Model and Valuation (01:06:46) Key Risks and Opportunities (01:16:15) Lessons from EQT

What's your plan for walking away from dentistry, and will it actually work? Angela Golden shares what most dentists get wrong about exit planning and why waiting could cost you your legacy.

Is your organization ready for the next leadership transition? Succession planning isn't just about filling roles — it's about securing your organization's future in an era of hybrid work models and generational workforce shifts. Bertha Robinson, executive coach and business consultant at coaching solutions firm Star One Professional Services, explores how your organization can effectively prepare for leadership transitions for sustainable growth. Discover actionable insights on identifying important roles and strategically assessing and developing internal talent to build a strong leadership pipeline.Resources from this Week's Episode - CHRO Priorities & Perspectives Report - https://www.shrm.org/topics-tools/research/chro-priorities-perspectivesSubscribe to the All Things Work newsletter to get the latest episodes, expert insights, and additional resources delivered straight to your inbox: https://shrm.co/fg444d  ---Explore SHRM's all-new flagships. Content curated by experts. Created for you weekly. Each content journey features engaging podcasts, video, articles, and groundbreaking newsletters tailored to meet your unique needs in your organization and career. Learn More: https://shrm.co/coy63r 

In this episode of Building the Billion Dollar Business, Ray Sclafani explores how financial advisory firms can unlock leadership readiness by creating intentional, real-world growth experiences. Ray introduces the concept of performative opportunities- purposeful assignments that prepare next-generation leaders for the challenges of firm leadership. He shares insights on implementing Leadership Labs, cultivating autonomy, and building a culture of development and accountability. Whether you're focused on succession planning, scalable growth, or team empowerment, this episode offers actionable strategies to strengthen your firm's leadership pipeline and long-term stability.Key TakeawaysPerformative opportunities are structured projects that test leadership ability.Demonstrate, Observe, and Verify is a key structure for leadership development.Autonomy is crucial for advisor satisfaction and happiness.Motivation drives followership and career development.Firms should not wait to develop leaders; they must act now.Sharing leadership creates stability and a clearer path for future ownership.Ready to explore this topic more? Download our Successful Next Generation Leaders: 8 Essential Qualities checklist to help identify, develop, and cultivate the right future leaders. For more information click here to visit the Best in the Business Blog.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

Human-Centered Family Business Succession Planning, with Andrea Carpenter, The Transition Strategists, and Jamie Reynolds, Reynolds CFO Services (Family Business Radio, Episode 65) In this episode of Family Business Radio, host Anthony Chen welcomes Andrea Carpenter of The Transition Strategists and Jamie Reynolds of Reynolds CFO Services. Andrea shares her journey from UX design to becoming […]

Giles Pearson, co-founder of Accountests and former PwC partner, shares how one disastrous hire led him to revolutionize recruiting in the accounting profession. The conversation explores why traditional hiring methods fail, how skills and personality testing can predict job success, and reveals the shocking statistics about resume dishonesty. Roger and Annie also dive into New Zealand's streamlined tax system where 90% of taxpayers never file returns, sparking a fascinating debate about whether such simplicity could ever work in the United States.SponsorsPadgett -  Contact Padgett or Email Jeff Phillips(00:00) - Welcome to Federal Tax Updates (01:56) - Introducing the Guest: Gilles Pearson (03:22) - Challenges in Hiring and the Birth of Accountests (05:26) - The Importance of Testing in Hiring (08:29) - The Role of Personality and Skills Tests (14:13) - Developing Effective Tests for Accountants (24:45) - Personality Profiles and Team Dynamics (31:45) - Using Tests for Employee Development (34:47) - Succession Planning in Smaller Firms (37:02) - Accountant Stereotypes and Communication Challenges (40:54) - The Role of Personal Interaction in Accounting (45:08) - Streamlined Hiring Process with Account Tests (49:08) - Comparing Tax Systems: US vs New Zealand (57:08) - Final Thoughts and Farewell Connect with Giles Pearson https://nz.linkedin.com/in/giles-pearson-fca-8a175843https://www.accountests.com/Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with the Roger and Annie on LinkedInhttps://www.linkedin.com/in/rogerharrispbs/https://www.linkedin.com/in/annie-schwab-852418261/ReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of the Earmark Media

Show NotesIn this episode, you'll learn:How Colleen's caregiving journey led to her business The biggest planning mistakes solopreneurs make The four pillars of business safety: Money, Insurance, Succession, and Legal Prep What a “Knock Box” is—and why you need one The real cost of not planning for emergencies Her tips on getting in front of the right clients Why LinkedIn is her platform of choice Links & Resources:Website: www.centuryplantbusinessservices.com LinkedIn: Colleen Watson Book a session with Colleen: calendly.com/centuryplant Follow Virginia:Website: entrepreneurconundrum.com Instagram: @entrepreneurconundrumpodcast Facebook: @entrepreneurconundrumpodcast Twitter: @EnConundrumPod Key Questions(00:53) Can you tell us a little bit about your entrepreneurial journey?(04:23) Who are your ideal clients?(06:34) How do you get in front of those people?(08:28) Do you do you social media as well to help get in front of those people to have those conversations?(10:56) Is there someone that you refer them to or just help them find their own person to help them.(14:10) Do you help people just in the US or do you go other places as well?(16:05) What are some of the safety So it's the safety net or the four pillars that people should have.(20:57) So do you have all your ducks in a row?(24:03) What are some big goals that you have in the next year or two?(30:03) What's the best advice that you have ever received?(31:58) What's the best advice you've ever given?(33:34) Is there anything that we haven't talked about yet that you would like to touch on?Colleen Watsonhttps://www.centuryplantbusinessservices.com/https://www.linkedin.com/in/colleen-watson/Virginia PurnellFunnel & Visibility SpecialistDistinct Digital Marketing(833) 762-5336virginia@distinctdigitalmarketing.comwww.distinctdigitalmarketing.comwww.distinctdigitalmarketing.co

Today, we're picking up with the second part of my conversation with Jodi Berg, the former President & CEO of Vitamix.In Part 1, we explored Jodi's career, the history, evolution, and family legacy of Vitamix, and her leadership journey in growing the company into the global brand it is today.In Part 2, we continue with her reflections on stepping away from the business—and dive deeper into her philosophy of purpose, the DANCE framework she's developing to help others lead more intentional lives, and the wisdom she's distilled from decades of research, teaching, and hands-on leadership and entrepreneurial experience.It's a wide-ranging, deeply thoughtful conversation about what it means to live and lead with purpose—not to mention, a lot of fun. I'm so excited to share it with you.00:00:00 - Reflecting on Leadership and Culture  00:04:25 - Succession Planning in Family Businesses  00:06:56 - Navigating Leadership Transitions  00:13:44 - The Importance of Purpose  00:15:18 - Personal Experiences Shaping Purpose  00:19:34 - Helping Others Find Their Wings  00:26:33 - The Dual Nature of Purpose  00:35:23 - Impact of Personal Purpose on Company Culture  00:41:26 - The Impact of Personal Purpose  00:46:51 - Understanding and Helping Others  00:47:27 - Writing a Purpose-Driven Book  00:48:39 - The DANCE Framework for Decision-Making  00:56:20 - The Importance of Purpose in Decision-Making  01:02:42 - Discovering Superpowers and Purpose  01:03:26 - Innovating the Blender: A New Approach  01:10:05 - Technology and Purpose in Business  01:14:53 - Hidden Gem-----LINKS:https://www.linkedin.com/in/jodilberg/https://www.vitamix.com/us/en_us/Original Vitamix Infomercial: https://www.youtube.com/watch?v=Rm5IzzGPzQA-----SPONSOR:Roundstone InsuranceRoundstone Insurance is proud to sponsor Lay of The Land. Founder and CEO, Michael Schroeder, has committed full-year support for the podcast, recognizing its alignment with the company's passion for entrepreneurship, innovation, and community leadership.Headquartered in Rocky River, Ohio, Roundstone was founded in 2005 with a vision to deliver better healthcare outcomes at a more affordable cost. To bring that vision to life, the company pioneered the group medical captive model — a self-funded health insurance solution that provides small and mid-sized businesses with greater control and significant savings.Over the past two decades, Roundstone has grown rapidly, creating nearly 200 jobs in Northeast Ohio. The company works closely with employers and benefits advisors to navigate the complexities of commercial health insurance and build custom plans that prioritize employee well-being over shareholder returns. By focusing on aligned incentives and better health outcomes, Roundstone is helping businesses save thousands in Per Employee Per Year healthcare costs.Roundstone Insurance — Built for entrepreneurs. Backed by innovation. Committed to Cleveland.-----Stay up to date by signing up for Lay of The Land's weekly newsletter — sign up here.Past guests include Justin Bibb (Mayor of Cleveland), Pat Conway (Great Lakes Brewing), Steve Potash (OverDrive), Umberto P. Fedeli (The Fedeli Group), Lila Mills (Signal Cleveland), Stewart Kohl (The Riverside Company), Mitch Kroll (Findaway — Acquired by Spotify), and over 200 other Cleveland Entrepreneurs.Connect with Jeffrey Stern on LinkedIn — https://www.linkedin.com/in/jeffreypstern/Follow Lay of The Land on X @podlayofthelandhttps://www.jeffreys.page/

This episode is for the woman who's built a thriving business—and still hears a quiet voice inside asking, “Is this really it?” My client came to this session frustrated with herself for not trusting her team or delegating enough. But what we uncovered wasn't about delegation at all. It was about the fear of stepping away. The pressure to keep going. And the guilt that creeps in when you consider wanting more for yourself… or maybe something entirely different. In this deeply moving conversation, you'll hear: What's really behind the resistance to let go (hint: it's not about your team) The hidden grief and identity loss so many women feel as they evolve beyond the CEO role Why wanting more space, more freedom, or a different life doesn't make you ungrateful—it makes you ready This is the kind of conversation most women are having only in their heads. But here, we say it out loud. And that's where the real shift begins. Listen now—and if it speaks to you, leave a review and share it with a woman you admire who might be in her own what's next moment. Contact Information and Recommended Resources Join me in Sonoma in August so we can meet in person! Go to www.thevisionary.ceo/beyondceo to register your interest. Linkedin Instagram Facebook Pinterest