Podcasts about Succession planning

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.

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  

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/  

Think your farm is your retirement plan? Think again.In this confronting MINI EPISODE, Ben Law — The Financial Bloke — takes aim at one of the most dangerous beliefs in family agriculture: “The farm is my super fund.”That mindset has quietly blown up more successions than droughts or disputes ever have.You'll discover:Why relying solely on the farm for retirement is a recipe for regretHow off-farm assets create options — and protect your family from debt and dysfunctionA practical starting point for building retirement income without sacrificing the businessReal-world examples of what happens when you plan ahead… and when you don'tThis episode is essential listening for anyone who wants to transition the farm without tearing the family apart — and leave a legacy with options, not obligations.You've built a serious business — scaled, profitable, and something to be proud of. But here's the question: what happens next?If your kids are now in their 20s and you're 5 to 10 years from stepping back, this is the moment to get everyone on the same page — before decisions get forced on you.That's exactly what we'll help you do at the High Performing Families Roadmap Workshop — back this October by demand.In two days off-farm, you'll create a clear 10-year fam-----------------------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/

Along with our regular monthly updates on policy, cereals, beef, sheep and milk, in this edition we also have a spotlight on Selling Your Farm: what you need to have in place.Show Notes 00:38 News in Brief04:16 Policy Briefs – Future Farming Investment Scheme (FFIS), Community right to buy, Knowledge Transfer Innovation Fund (KTIF), Peatland Training Fund, Next Generation Practical Training Fund, Agricultural Household Survey, Key Dates.13:56 Cereals – latest arable news and market update 22:37 Beef –Beef prices and supply, Store cattle demand and supply, Cull cow trade27:13 Sheep – New season lamb trade, Imports and Exports30:23 Milk – Milk production data, Farm-gate prices, Dairy commodities and market indicators, Grass growth and quality, How do you measure up? 35:54 Sector focus –Selling Your Farm – the benefits of doing some ground work before looking to sell your farm. 41:16 Further articles – Tax and Succession Planning, Challenges and opportunities facing the beef industry, Dairy – How do you measure up?, Rural Roundup – Inheritance Tax and Succession planning. FAS Resources:Newsletters- Business & Policy Edition - Farm Advisory Service Other Links:AHDB - predicting beef demand as retail prices riseFuture Farm Investment Scheme full guidance Land Reform (Scotland) Act 2003Community Empowerment (Scotland) Act 2015Land Reform (Scotland) Act 2016Community right tobuy: review - Scottish Government consultations - Citizen SpaceLeriche's air Còir-cheannaich Coimhearsnachd co-chomhairleKnowledge Transfer and Innovation Fund - Rural Payments and ServicesPeatland Training Fund- Skills Hub ScotlandPeatland Training Fund | Lantra - ScotlandNext Generation Practical Training Fund - Skills Hub ScotlandKingshay -...

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

A 9 year old Neve Macken posed a question 14 years ago about beekeeping… what grew from that moment set in motion a bee-auty brand with a difference.Neve's Bees is the brainchild of Julie and Ross Macken's real life child, and its soaring success hasn't cost their integrity. Far from it; they've built it to work their way.Discover how the Neve's Bees colony has grown with its product line, and what's next for this brand with a buzz!This episode covers:Neve's Bees' mission to prioritise skin health and sustainability over profit marginsTransitions from high-powered corporate careers to a meaningful, purpose-driven endeavourRoss & Julie's decision to grow the business organically, staying true to their original visionRunning a business with personal integrity and enjoyment at the coreJulie Mackenhttps://www.linkedin.com/in/julie-macken-a234177/Ross Mackenhttps://www.linkedin.com/in/ross-macken-b9653719/Neve's Beeshttps://www.linkedin.com/company/nevesbees/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/

They say you can't be what you can't see, and thankfully there are many incredible role models for women in agriculture these days. When entering the workforce and feeling a little untethered, Maddie Morgan saw a need to better connect those women and grow support networks for industry professionals. As if being an agribusiness lawyer and helping on her family's farm in Condamine QLD wasn't enough, Maddie co-founded the Women in Agriculture network, which keeps her busy and most importantly - connected. Hear her share her aspirations for the initiative's future and the crucial role mentorship has played in her career development. takeawaysMaddie balances her legal career with responsibilities on her family dryland cropping and shorthorn stud Women in Agriculture is events based and aims to create support networks for industry professionalsMaddie emphasises the importance of preserving family relationships in succession planningThe value of mentorship and networks in building a vibrant career in agricultureThe agribusiness sector is seeing a trend towards proactive succession planningMaddie hopes to continue growing her initiatives and providing opportunities for othersChapters03:03 Balancing Law and Agriculture05:57 The Journey into Agribusiness Law09:11 Succession Planning in Agriculture11:47 Women in Agriculture: Building Networks15:05 The Young Beef Producers Forum18:04 Looking Ahead: Future AspirationsThis episode of Humans of Agriculture is brought to you by our friends at Rabobank Australia.You can hear more episodes of Humans of Agriculture here.If you enjoyed this episode, share with a friend and let us know your thoughts at hello@humansofagriculture.com.  Don't forget to rate, subscribe, and leave a review! Rabobank Grad Program: If you're on the lookout for a graduate role, head over to Rabobank.com.au to apply for their 2026 Graduate program before the 18th of August! 

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®!

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

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 

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.

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.

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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 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.

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

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 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:

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.

 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