Podcasts about Succession planning

For a lot of people, retirement isn't the relaxing reward it's made out to be—it feels more like losing a piece of themselves. After spending years tied to routines, responsibilities, and roles that defined them, stepping away can feel disorienting. The quiet that once sounded like freedom can become uncomfortable fast. It's not just about having free time—it's about figuring out who you are when the title, the office, and the calendar are gone. That shift can shake you more than anyone expects. Elizabeth Zelinka Parsons helps high achievers rethink retirement as a launchpad, not a finish line. With her book Encore, she guides professionals through the emotional and identity shifts that come with stepping away from traditional careers. Today, she shares how purpose, structure, and personal growth are just as vital as savings when planning for life after work. Drawing from her own early retirement at 35, she emphasizes designing a future rooted in meaning, not just money. Elizabeth believes that retirement should feel like a new beginning, not an end. Stay tuned! Resources: A winning approach to Retirement and Succession Planning — for Professional Services Firms. Follow Elizabeth Zelinka Parsons on Facebook Connect with Elizabeth Zelinka Parsons on LinkedIn

In this episode, Jeff and David discuss: Growing up in the financial advising industry.Building and training your team to think and act like owners.Balancing internal and external stakeholders.When things go well in a gentle handoff.Having a vision when building your business.  Key Takeaways: Human capital is not just one of your largest expenses, but also one of your greatest assets.Consider working with other organizations that work in symbiotic ways where you can assist each other and neither of you needs to do everything or things outside of your strengths.Your exit is not just about who can write the biggest check, but who is the right fit for your organization.Continuing to work, even part-time, after a handoff, when done intentionally, historically, organizations will see growth one year after the deal has closed.  "The things the advisors do today influence the exit decision out there five and 10 years from now or longer." —  David Grau, Jr.  Connect with David Grau, Jr.:Website: https://www.successionresource.com/LinkedIn: https://www.linkedin.com/in/davidgraujr/X: https://twitter.com/successionrg  Connect with Jeffrey Concepcion: Website: https://www.stratoswealthpartners.comContact: https://www.stratoswealthpartners.com/contactTwitter: https://twitter.com/Stratos_WealthFacebook: https://www.facebook.com/stratoswealthpartnersLinkedIn: https://www.linkedin.com/in/jeffconcepcion1/

WNBA action is fantastic, Caitlin Clark vs Angel Reece, RGiii vs Ryan Clark, the Angry Black Man syndrome strikes again, MJ on NBC, passing the torch in the NBA, SGA takes home MVP, the NBA playoff picture and all its new faces, college football playoffs system is reshaped, & more. We certainly won't agree so let's argue ... oops, we mean debate! #BallHogSportsTalk!

Is this the beginning of a market correction—or just a healthy pullback? Lance Roberts & Danny Ratliff break down recent volatility, key technical signals, and what smart investors should be watching right now; a review of Target & WalMart's earnings reports. Lance rebuts claims by Fisher Investments that stock buy backs do not affect markets. Convincingly. A review of Jamie Dimon's market complacency warnings, and Lance and Danny discuss on line shopping pro's and con's. Danny backs into a preview of our upcoming Retirement Income Empowerment Workshop, how to build and grow wealth, and how Lance plans to distribute his inheritance to his kids. SEG-1: A Retail Tale of Have's & Have-nots SEG-2: Is This the Start of a Correction? SEG-3a: The Buy Back Factor in Markets SEG-3b: Jaime Dimon's Warning of Market Complacency SEG-3c: Retailers, Tariffs, & Online Shopping SEG-4a: Succession Planning for Boomers SEG-4b: Retirement Income Empowerment preview SEG-4c: The First Step to Building Wealth & Self Preservation Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Financial Advisor Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=mD_sgSpa4Go&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=20s ------- Articles mention in this show: "Corporate Stock Buybacks – Do They Affect Markets?" https://realinvestmentadvice.com/resources/blog/corporate-stock-buybacks-do-they-affect-markets/ "USA Versus JNJ" https://realinvestmentadvice.com/resources/blog/usa-versus-jnj/ "Moody's Debt Downgrade – Does It Matter?" https://realinvestmentadvice.com/resources/blog/moodys-debt-downgrade-does-it-matter/ ------- The latest installment of our new feature, Before the Bell, "What Market Sectors Are Telling Us," is here: https://www.youtube.com/watch?v=qsVVT2IzJuo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Are Markets Too Complacent?" https://www.youtube.com/watch?v=N8MpeSQZeRs&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1309s ------- Register for our next in-person event, "Retirement Income Empowerment Workshop," June 14, 2025: https://tracking.realinvestmentadvice.com/l/1052953/2025-05-08/ysxr ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketSectors #Economy #EconomicCommentary #BasicMaterials #Communications #Utilities #Transportation #Energy #AI #RealEstate #MarketCorrection #StockMarket2025 #InvestorInsights #BearMarketWatch #RiskManagement #MarketRally #MarketPullback #BuyTheDip #RaiseCash #MarketConsolidation #20DMA #50DMA #100DMA #200DMA #MoodysDowngrade #CreditRating #DebtCrisis #BondMarket #USCreditRisk #MarketComplacency #InvestorSentiment #MarketRisk #StockMarketTrends #BubbleWarning #MarketTiming #InvestingAdvice #Money #Investing

Is this the beginning of a market correction—or just a healthy pullback?  Lance Roberts & Danny Ratliff break down recent volatility, key technical signals, and what smart investors should be watching right now; a review of Target & WalMart's earnings reports. Lance rebuts claims by Fisher Investments that stock buy backs do not affect markets. Convincingly. A review of Jamie Dimon's market complacency warnings, and Lance and Danny discuss on line shopping pro's and con's. Danny backs into a preview of our upcoming Retirement Income Empowerment Workshop, how to build and grow wealth, and how Lance plans to distribute his inheritance to his kids. SEG-1: A Retail Tale of Have's & Have-nots SEG-2: Is This the Start of a Correction? SEG-3a: The Buy Back Factor in Markets SEG-3b: Jaime Dimon's Warning of Market Complacency SEG-3c: Retailers, Tariffs, & Online Shopping SEG-4a: Succession Planning for Boomers SEG-4b: Retirement Income Empowerment preview SEG-4c: The First Step to Building Wealth & Self Preservation Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Financial Advisor Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=mD_sgSpa4Go&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=20s ------- Articles mention in this show: "Corporate Stock Buybacks – Do They Affect Markets?" https://realinvestmentadvice.com/resources/blog/corporate-stock-buybacks-do-they-affect-markets/ "USA Versus JNJ" https://realinvestmentadvice.com/resources/blog/usa-versus-jnj/ "Moody's Debt Downgrade – Does It Matter?" https://realinvestmentadvice.com/resources/blog/moodys-debt-downgrade-does-it-matter/ ------- The latest installment of our new feature, Before the Bell, "What Market Sectors Are Telling Us," is here:  https://www.youtube.com/watch?v=qsVVT2IzJuo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Are Markets Too Complacent?" https://www.youtube.com/watch?v=N8MpeSQZeRs&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1309s ------- Register for our next in-person event, "Retirement Income Empowerment Workshop," June 14, 2025: https://tracking.realinvestmentadvice.com/l/1052953/2025-05-08/ysxr ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketSectors #Economy #EconomicCommentary #BasicMaterials #Communications #Utilities #Transportation #Energy #AI #RealEstate #MarketCorrection #StockMarket2025 #InvestorInsights #BearMarketWatch #RiskManagement  #MarketRally #MarketPullback #BuyTheDip #RaiseCash #MarketConsolidation #20DMA #50DMA #100DMA #200DMA #MoodysDowngrade #CreditRating #DebtCrisis #BondMarket #USCreditRisk #MarketComplacency #InvestorSentiment #MarketRisk #StockMarketTrends #BubbleWarning #MarketTiming #InvestingAdvice #Money #Investing

Send us a textIn this episode, we dive into a dynamic panel discussion focused on strategies and communication approaches that are shaping family offices today.  This conversation brings together industry experts from both single and multifamily offices, who share their insights on how family offices are adapting to the current environment. The discussion touches on everything from family office structure—whether single-family, multifamily, or virtual offices—to the importance of governance, succession planning, and family dynamics. Panelists explore innovative ways to balance investments in real estate, technology, and fintech, while emphasizing the importance of cultivating a sustainable family culture for the long term. Tune in for valuable takeaways on building effective family office strategies in today's fast-paced financial landscape.

Welcome back to another episode of Better Business, Better Life. Host Debra Chantry-Taylor is joined once again by family business expert, Sara B. Stern to tackle one of the most critical and often avoided topics of family businesses: succession planning. On this second part of the family business special, they discuss why successful transitions take time (often up to eight years), how to start the conversation early, and why clearly separating family, ownership, and business roles is key. Sara also shares practical tools like EOS and the Three-Circle Model to help families define legacy, align on goals, and make confident decisions about the future. If you're thinking about handing over the reins or just want to set your business up for long-term success, this episode is packed with actionable advice and real-life insights. CONNECT WITH DEBRA:         ___________________________________________         ►Debra Chantry-Taylor is a Certified EOS Implementer | Entrepreneurial Leadership & Business Coach | Business Owner ►Connect with Debra: debra@businessaction.co.nz ►See how she can help you: https://businessaction.co.nz/       ____________________________________________         GUEST'S DETAIL: ► Website Link  ► Grab a copy of Start Here: A Guide for Family Business Succession and  ► Grab a copy of Married to the Family Business ► Sara B. Stern - LinkedIn  Chapters:   00:32 - Introduction 02:15 - Sara B. Stern's Background and Expertise   04:23 - Challenges in Family Business Succession Planning 07:25 - Importance of Defining Legacy and Ownership Philosophy   09:29 - Operating the Business Professionally   21:38 - Addressing Conflicts and Seeking Professional Help 22:24 - Real-Life Examples and Practical Advice   26:12 - Final Tips and Tools for Succession Planning   31:55 - Conclusion and Future Plans   

In this 1 hour CLE program during Clio's May 8, 2025 Solo & Small Firm Virtual Summit, Senior Attorney Match's Jeremy E. Poock, Esq. and Schwabe partner, Steve Horenstein, Esq., discuss how to value, sell, and purchase a law firm post-2020, together with the ethical rules associated with succession planning for lawyers.   Horenstein shares his first-hand experience after merging his Vancouver, WA practice with a regional law firm, Schwabe, in 2022.    Alex Bramos of Clio moderates the CLE program, including its Q&A session.   Topics include:   (1) How to value a law firm;   (2) The 3 options for selling a law firm;   (3) Important items to update and organize 12-24 months before selling a law firm;   (4) The top 5 mistakes to avoid before selling a law firm;   (5) The value of growth by acquisition;   (6) The 4 steps needed to achieve success post-sale; and   (7) The Professional Rules of Conduct associated with Succession Planning for Lawyers

Tara Dukart from Seek First Ranch joins the Soil Sisters to discuss the importance of clear, value-driven communication within family-operated farms and ranches. Tara shares her transition to family ranch life, the challenges and benefits of multigenerational ranch operations, and the significance of succession planning. The episode also highlights the positive psychology-inspired 'Win Warriors' accountability group, aimed at maintaining progress and celebrating collective wins. We hope you're inspired to seek community and mentor support in your agricultural endeavors.With a knack for turning chaos into clarity, Joshua & Tara have already helped hundreds of families and teams from around the world level-up their land, relationships, and wealth through their signature "REGENERATE" Schools & Retreats.  Connect with Josh and Tara Dukart at SeekFirstRanch.com to learn more.Time Stamps:00:00 Welcome to the Soil Sisters Podcast00:23 Meet Tara Dukart from Seek First Ranch02:08 Hair Sheep vs. Wool Sheep04:54 The Importance of Regenerative Agriculture06:33 Family Dynamics in Farming09:16 The Power of Asking Questions15:00 Being a Legacy Leader19:22 Engaging the Next Generation23:24 Facilitating Family Conversations32:02 Personal Stories and Legacy Planning35:23 Retirement Dreams Clash36:54 Unpacking the Real Issue38:18 Finding a Compromise41:44 Succession Planning Insights51:19 The Role of Facilitators53:21 Introducing 'Win Warriors'55:31 Positive Psychology in Action01:01:17 Holistic Management Principles01:03:05 Joining the Community01:05:11 Final Thoughts and Gratitude

In this episode of Better Business, Better Life, host Debra Chantry-Taylor is joined by Sara B. Stern, an EOS implementer and family business expert, for part one of a powerful two-part series on navigating the complex intersection of family dynamics and business strategy. Together, they explore the Harvard three-circle family business model and how to apply EOS tools to create clarity, define roles, and manage conflict in family-run businesses. Sara shares practical insights on fairness across family, business, and ownership circles, the importance of clearly defined roles like Visionary and Integrator, and why conflict can be healthy if handled in the right context. If you're navigating blurred roles, tension, or unclear expectations on leading a multi-generational company or just beginning succession planning, this episode offers essential tools for building a stronger business and healthier family relationships. CONNECT WITH DEBRA:         ___________________________________________         ►Debra Chantry-Taylor is a Certified EOS Implementer | Entrepreneurial Leadership & Business Coach | Business Owner ►Connect with Debra: debra@businessaction.co.nz ►See how she can help you: https://businessaction.co.nz/       ____________________________________________         GUEST'S DETAIL: ► Website Link  ► Grab a Copy of Start Here: A Guide for Family Business Succession and Married to the Family Business ► Sara B. Stern - LinkedIn Chapters:   00:32 - Introduction 02:12 - Balancing Family Dynamics and Business Strategy 03:38 - Challenges in Family Business Dynamics  05:18 - Defining Fairness in Family Business  08:21 - Role Assignment and Succession Planning   11:14 - The Importance of the Owner's Box   20:54 - Handling Conflict in Family Businesses   23:10 - Practical Tips for Family Business Owners   32:21 - Recommended Books for Family Business Owners 

During the Poock's Post segment of Ep. 24 of the Ask the Law Firm Seller Show, Jeremy E. Poock, Esq. addresses the following: The Do's & Don'ts of Succession Planning for Lawyers   Poock explains the following 5 Dos:   (1) Update Book of Business contact info. (addresses, e-mails, cell phone nos.)   (2) Recognize that Key Employee Lawyers do not want to purchase their boss' law firm because they want a reliable, predictable & safe job   (3) Update content & pics. for the firm's website, plus request 5-Star Google reviews from clients   (4) Consider selling or merging with a Growing Law Firm that wants & needs new clients, experienced lawyer/non-lawyer staff & digital content   (5) Expand digital marketing (egs. update LinkedIn profile & regularly post to social media platforms)   Poock also explains the following Don'ts:   (1) Wait too long to sell if your firm originates fewer new clients in the Mid-2020s than Pre-Google   (2) Assume that Key Employee Lawyers want to become Internal Successors   (3) Underestimate “Uncle Google” as America's greatest referral source for attorneys   (4) Maintain the Status Quo & risk a Random Tuesday Event (egs. unexpected departure of a Key Employee Lawyer; pre-mature death or incapacity of a Senior Attorney law firm owner)   (5) Overlook converting Subject Matter Knowledge to Digital Marketing Content

Succession planning is complicated territory for any business, but perhaps more so in farming with families at the core of most operations.It's not just relationships and family legacies that hinge on effective succession planning, it also plays a critical role in building strategic foresight, sustainability and continuity into a business. Succession is delicate stuff, so we thought we'd draw on the experience of accountant Chloe Arthur and lawyer Kirsty Evans to learn what can make the process more positive for farming families.So, pull up a chair and make yourself comfy, to hear their tips on navigating those difficult conversations... and the key parts of the process to 'get right' to foster trust and collaboration throughout the succession journey.TakeawaysOpen communication, flexibility, and goodwill are the foundations of effective succession planning It's important to understand the differing needs of each generation It's essential to build a team of external professionals to support decision makingSuccession planning is an ongoing process that constantly evolves with family dynamicsFair doesn't necessarily mean equal Delaying the transfer of farm assets is one of the least effective strategies for successionChapters00:00 Breaking the taboo of succession planning in agriculture08:53 Balancing optimism and realism 11:56 Generational Shifts: understanding the needs of each generation and family values17:56 Successful succession stories: learning from others' experience24:07 Navigating difficult conversations: the importance of open communication30:00 Structuring family farms as businesses42:06 Preparing for a return to the family farm52:04 Ongoing discussions: being nimble with your plan and evolving with the family unitIf you enjoyed this episode, share it with a friend and let us know your thoughts at hello@humansofagriculture.com. Don't forget to rate, subscribe, and leave a review!

Behind every great leader is a great mentor. In this inspiring episode of Brave Bold Brilliant, Jeannette dives into the critical role mentorship plays in shaping exceptional leaders. Whether you're climbing the corporate ladder or scaling your own business, the right mentor can unlock your next level of growth and impact. Jeannette unpacks: How to find and choose the right mentor The strategic benefits of mentorship Ways mentoring enhances executive confidence and decision-making The ripple effect on team performance and organizational culture You’ll discover how mentorship supports succession planning, executive development, and the creation of high-performing, learning-driven teams. Leadership isn’t built in isolation - it's strengthened through connection. Learn how to cultivate mentoring relationships that elevate your leadership journey. Subscribe to Brave Bold Brilliant for weekly wisdom on leadership, legacy, and living boldly. This episode is living proof that no matter where you’re starting from — or what life throws at you — it’s never too late to be brave, bold, and unlock your inner brilliant. Visit https://brave-bold-brilliant.com/ for free tools, guides and resources to help you take action now

This Month's livestream was live from Omaha, as Jason, Jeff, and Tyler had just returned from the Berkshire Hathaway annual meeting. They discuss the future of Berkshire, especially after the announcement that Warren Buffett will be stepping down as CEO at the end of the year.00:17 Live from Omaha: Setting the Scene00:54 Big News: Warren Buffett's Retirement Announcement02:57 Reactions and Speculations on Buffett's Retirement06:52 Succession Planning and Future Challenges13:59 Stock Market Reactions and Predictions18:37 Berkshire Hathaway Annual Meeting Experience25:56 Tesla and Corporate Governance Discussion32:51 Bill Ackman's Pitch for Howard Hughes Holdings34:24 Challenges of Replicating Berkshire Hathaway37:57 Berkshire Hathaway's Unique Business Model41:13 Berkshire Hathaway and Brookfield's Future in Energy Infrastructure48:51 Reflections on the Berkshire Hathaway Annual Meeting52:13 Portfolio Contest and Market Observations*****************************************Subscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

Unlock fresh perspectives on modern executive search operations in this can't-miss episode of The Full Desk Experience. Designed for executive search leaders, owners, and director-level decision makers, this conversation with Vaughn Emery, VP of Revenue Growth at Duffy Group, dives deep into the strategies powering next-level growth in today's recruiting landscape.Key insights include:The Duffy Group's unique, research-driven executive search model that builds deep, mission-aligned partnerships with clients.Transforming sales and process frameworks to balance consistency with flexibility, while keeping teams accountable—without micromanaging.The essential role of technology and AI in modern search, and why the human touch remains irreplaceable for quality outcomes.Tracking overlooked KPIs, like cost-to-hire and post-placement success, for smarter, client-focused results.Executive-level approaches to succession planning and long-term client value creation.Are you future-proofing your processes, or has your tried-and-true approach hit its ceiling? How much will AI truly change the game for executive search, and where is the human element irreplaceable?Press play now to hear first-hand strategies and practical wisdom you can use to elevate your search firm's success._________________Tools mentioned in this episode:Crelate – Mentioned as both the company the host is from (Kortney Harmon, Director of Industry Relations at Crelate) and the platform behind the podcast.Crelate Copilot – Crelate's AI assistant (“Copilot brings you recruiter intelligence…”)._________________Follow Vaughn on LinkedIn: https://www.linkedin.com/in/vaughnemery1/Want to learn more about Crelate? Book a demo hereFollow Crelate on LinkedIn: https://www.linkedin.com/company/crelate/Subscribe to our newsletter: https://www.crelate.com/blog/full-desk-experience

"There is no success for a leader without a successor." Randy and Mark unpack this powerful statement, challenging you to think beyond your own achievements. What if your greatest leadership act isn't what you do, but who you develop? Explore the surprising reasons why succession planning is often neglected and the profound benefits it brings – from team resilience to your own career advancement. Could your current focus be limiting your ultimate impact? This episode will change how you see leadership forever.Subscribe to Our Newsletter Here: https://leadeveryday.com/newsletter/

Profitable Exit Strategy and Succession Planning with Eric Brotman   Are you building a business you can actually walk away from? What if the problem isn't how to exit—but how you think about it? This week on The Profit Answer Man, we sat down with the legendary Eric Brotman, CEO of BFG Financial Advisors, who's flipping the script on succession planning. For him, retirement isn't the end—it's a graduation into a new, exciting chapter. In this episode, we're not just talking theory—we're breaking down the actual moves Eric made over 15 years to build a business that thrives without him. If you're serious about maximizing the value of your business and exiting on your terms (without private equity hijacking your legacy), this is the playbook you need.   In This Episode, You'll Learn: Why Eric hates the word retirement—and what mindset shift could unlock your next level. How to start building your exit strategy a decade before you plan to leave. The difference between building a sellable company… and just owning your job. Real-world examples of internal succession done right—without sacrificing culture or control. The one metric you're probably not watching that could destroy your transition plan.   Key Takeaways: Start Your Exit Long Before You Need It. Eric started building his succession plan at 38. Today, he's gradually transferring ownership to internal partners—protecting culture, profitability, and legacy. “Graduation” Beats “Retirement”.  Instead of stepping away into boredom, Eric talks about moving into a chairman/advisory role, staying engaged with strategic vision without day-to-day stress. Internal Buyouts Aren't Always Lucrative—But They're Often More Fulfilling. He could've taken a big check from PE. Instead, he chose continuity, values, and staying true to the mission. Team Building Is Strategic Planning. This wasn't just about creating a leadership team. It was about building equity, commitment, and a business that thrives without dependency on one person. Succession = Culture + Cash Flow + Control. Get these right, and you've got options. Ignore them, and you're the bottleneck holding the whole thing back.   About Eric Brotman: Eric D. Brotman, CFP®, is the CEO of BFG Financial Advisors, founder of Brotman Media Group, and author of Don't Retire…Graduate! With 30+ years in the financial planning world and over $700 million AUM, Eric is a true architect of long-term business and financial legacies. His firm's unique internal succession model offers a rare roadmap for owners who want to graduate instead of retire.   Conclusion:  Will Your Business Outlive You? Too many founders build a business that dies when they leave. Eric Brotman is living proof that with vision, systems, and intentional planning—you can build a company that survives and thrives without you. If you're not exit-ready, you're not growth-ready. It's time to change that.   Links:  https://www.facebook.com/BFGFinancialAdvisors/ https://www.linkedin.com/company/bfgfa/ https://www.linkedin.com/in/ebrotman/ https://www.instagram.com/bfgfinancialadvisors/ brotmanmedia.com   Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman Sign up to be notified when the next cohort of the Profit First Experience Course is available! Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page  Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst

In this episode of Time to Thrive, host Bethany Meadows sits down with small business expert and bestselling author Steve Strauss to explore the future of entrepreneurship. From leveraging AI and automation to streamlining operations and securing funding, Steve shares practical strategies for scaling smart and staying ahead in a rapidly evolving market. He also discusses the power of thought leadership, branding and maintaining the human touch in a digital age. Whether you're a seasoned entrepreneur or just starting out, this episode is packed with valuable insights to help you thrive.Tune in now and learn how to future-proof your business!Learn more at www.MrAllBiz.comSubscribe to Notes To An Entrepreneur (I did!) at Notes To An Entrepreneur00:00 Introduction and Guest Welcome00:36 Icebreaker Question02:22 Challenges for Small Businesses03:01 The Role of Technology07:02 Lessons from Big Brands14:12 Scaling Smart and Growth Strategies20:53 Succession Planning and Personal Stories22:14 Unexpected Inheritance and Business Challenges22:51 The Importance of Succession Planning23:42 Innovative Marketing Strategies25:03 The Power of Pay Per Click Advertising26:48 Leveraging AI and Technology in Business34:13 Securing Funding for Your Business36:28 Future Trends and Human Touch in Business40:40 Key Takeaways and Final Thoughts Discover the strategies, systems and skills that lead to success in business. Visit TimeToThriveInBusiness.com to learn more.

Ever wonder if you can truly know God's will and direction for your life? Are you stuck wondering if the path you're considering is truly God's will or just your own desire? In this personal episode, Dave Leake takes you through his own journey of discerning God's calling, revealing the internal struggles and spiritual wrestling that come with making life-altering decisions. From battling self-doubt to overcoming the fear of choosing the "wrong" path, Dave and his father Jeff unpack the messy, real-world process of listening for God's voice.Join us as we explore the principles of divine guidance, breaking down the myths that God's will must always be the hardest or least desirable option. Whether you're a ministry leader, entrepreneur, or simply someone seeking clarity in your next life chapter, this episode offers practical insights into recognizing God's leading. Discover how to navigate the foggy middle ground between personal ambition and spiritual calling, and learn how to step confidently into the future God has prepared for you.LinkTree:https://linktr.ee/AllisonParkLeadershipNetworkEmail:Jeffl@allisonparkchurch.comDavel@allisonparkchurch.comInstagram:@Jeffleake11@Dave.Leake

May is Mental Health Awareness Month.  The topic of mental health is one that is near and dear to my heart.  Because of that, we host podcast episodes each year related to this topic.  To see a complete list of mental health-related episodes, click here. Today, we are thrilled to have Chelsey Byers with us to chat with us about dementia and agriculture.  Chelsey has a vast array of experiences with this issue and offers practical tips and pointers for families navigating this challenging diagnosis. Contact Info for Chelsey Byers (Email)  clbyers@illinois.edu  (Website) https://extension.illinois.edu/staff/chelsey-byers  Links to Topics Mentioned on the Show Farm Families Coping with Dementia (FFCD) Study link - https://gpcah.public-health.uiowa.edu/dementia-educational/ Dementia Stats - https://dementiadatahub.org/explore-data/map.html What is Dementia - https://www.youtube.com/watch?v=s10iPESAHmI&t=1s Local Area Agency on Aging (AAA):  In Texas, search by zip code here - https://resources.hhs.texas.gov/pages/find-services  National Institute on Aging https://www.nia.nih.gov/ Alzheimer's Association – https://www.alz.org/Alz.org 10 signs of dementia - https://www.alz.org/alzheimers-dementia/10_signs Seeking help - https://www.alz.org/alzheimers-dementia/memory-loss-concerns Getting a diagnosis - https://www.alz.org/alzheimers-dementia/diagnosis/medical_tests Current medications - https://www.alz.org/alzheimers-dementia/treatments Legal documents and Alz - https://www.alz.org/help-support/caregiving/financial-legal-planning/legal-documents Support groups - https://www.alz.org/help-support/community/support-groups Help line:  https://www.alz.org/help-support/resources/helpline Succession Planning: https://www.fbfs.com/learning-center/what-you-need-to-know-about-farm-succession-planning Having a conversation to stop driving - https://www.thehartford.com/resources/mature-market-excellence/family-conversations-with-older-drivers   Referral systems and Community Services 211 – a one stop shop that offers referral to services relating to basic human needs, health insurance programs and employment supports: https://uwm211.org/ Find local services for older adults:  https://eldercare.acl.gov/Public/Index.aspx Local Services: https://acl.gov/ltc/basic-needs/finding-local-services National Institute on Aging resources: Advance Care Planning: https://www.nia.nih.gov/health/advance-care-planning Long-term Care: https://www.nia.nih.gov/health/long-term-care   U.S Department of Veterans Affairs resources  Dementia caregiving resources and safety: https://www.va.gov/GERIATRICS/pages/Alzheimers_and_Dementia_Care.asp VA Caregiver Support Program: https://www.caregiver.va.gov/ U of I Extension program - Communication challenges and strategies for helping people with dementia -  When an individual has dementia, communication can be very difficult as the disease advances. Forgetfulness, agitation, repetition, and mood fluctuations can make interactions and caregiving stressful and frustrating, and many worry that they will say or do the wrong thing and make matters worse. Learn about common communication problems caused by Alzheimer's disease and other dementias, and strategies for better interactions and visits. Farm Hope is a program of Texas A&M AgriLife Extension & the Texas A&M Telehealth Institute offering free counseling services to any Texan involved in agriculture or their family members.  Contact Dr. Mikaela Spooner for more information at 979-436-0700.   Podcast Sponsors Capital Farm Credit,  AgTrust Farm Credit, Texas Corn Producers, Braun & Gresham, Plains Land Bank, Plateau Land & Wildlife Management, and AgTexas      

In this episode, we're joined by Richard Bryan, a seasoned business leader who shared his journey of reviving a fourth-generation family business at PMMI's Executive Leadership Conference. We dive into the critical topic of succession planning — why so many businesses avoid the topic all together, the risks of delaying, and how leaders can start by defining their ideal future outcome. Richard shares why he favors job scorecards over traditional job descriptions, outlines the four main succession options, and offers practical advice for family-owned businesses to begin planning without getting overwhelmed. He shows that getting started with succession planning isn't as overwhelming as it feels and can be a significant advantage for the future of your business.Support the showRegister for PACK EXPO Las Vegas today!

Shannon Spotswood is the CEO of RFG Advisory, a visionary RIA platform empowering independent financial advisors to build and scale their own practices. We sat down with Shannon at Future Proof Citywide to discuss succession planning, women and investing, and strategies for serving multigenerational families through the wealth transfer.

H Harrold & Sons have the fine privilege of being Sheffield's only Master Locksmiths, a testament to the longevity of this 5th generation family firm.Now with Directors Jordan and Harry in the fold, we're able to paint the picture of a family whose values are as strong as the very locks they tend to.Join us on It Runs In The Family as we dive deeper into the story of a family keeping alive an industry steeped in tradition!This episode covers:The core values of hard work and customer service present from the very start of the businessGenerational transitions between family business ownershipPreserving old-school locksmithing skills, while slowly adapting to modern technologiesLack of regulation in the locksmithing profession, and why family values matter in their industryJordan Harroldhttps://www.linkedin.com/in/jordan-harrold-97304a357/Harry Harroldhttps://www.linkedin.com/in/harry-harrold-56798032b/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/

In this episode of The Inspire Podcast, Bart welcomes Peter Zukow, Managing Partner at IQ Partners, a leading search firm, for a conversation on the evolving world of talent management. Peter unpacks why talent management has changed in recent decades, driven by trends like remote work, the great resignation and now AI. He emphasizes that while talent management has always been important, it's now increasingly imperative for leaders themselves. From recruiting top talent to nurturing future leaders, advancing team members, and building your leadership brand inside and out, Peter outlines why leaders must play an active, hands-on role. He also offers valuable advice for aspiring leaders on how to take charge of their own development in a world where individuals are increasingly expected to drive their own growth Whether you're leading a team or aspiring to step into leadership, Peter's insights offer a compelling case for why talent management is no longer an option but a requirement. Visit https://www.iqpartners.com/ to learn more! Show notes: 00:36 Show intro 01:07 Introducing Peter 02:22 What do leaders need to know about managing talent? 02:27 The fundamentals haven't changed 02:34 A more complex environment than ever before 03:19 What are the fundamentals of talent? 03:28 The needs of the teams 03:37 Stakeholders 04:04 How Peter got here in his career 05:05 Recruitment is not usually a career of choice 05:54 What is the search business - in a nutshell? 06:33 Benefits of hiring a search firm over posting a job on LinkedIn 07:07 Targeting the passive job seeker 07:55 Trend in building "Talent Practices" 09:48 What is talent management and the role of leaders in this 10:24 Building and maintaining great culture 10:39 You can't just rely on others to build talent 11:10 Engaging with top leaders in an org is key 11:51 CEO willing to have coffee chats with candidates 12:58 The need to coach and develop talent inside the company as well 16:21 Being transparent about the opportunities in the organization 17:52 The 3 things people can do to bring a talent mindset into their work 18:04 Communication is critical 18:53 Investing the time in it 19:21 Both internal and external efforts on your brand as a leader 20:28 How to prioritize their investment in members of their team 21:12 Leaders at different parts of the org could be key! 22:02 Many ways a leader can communicate—pick your strongest 22:32 How can leaders work externally to attract talent 23:00 Being intentional and consistent with your actions 24:10 Succession Planning: how to approach it 24:18 Succession planning has changed significantly 24:49 As organizations have evolved the jumps from level to level are huge 25:26 The gray tsunami crisis 25:55 Younger generations may have different ideas about "career" 26:27 Take a hard look at team and identify the gaps 27:10 Who's in the marketplace that I might want to bring on? 28:13 Advice for aspiring leaders? 28:29 Be proactive about your own career! 29:20 Tell stakeholders your aspirations! 30:53 Volunteering for cross-functional projects 31:59 If you can't get that internally, you can get involved in the community 34:00 Tech and info has levelled the playing field 34:51 Always and ever and not good places to stand 35:46 Final piece of advice — quickest way to start 35:56 Just start having the conversations 36:23 Thank yous 36:39 Show outro

In this episode, my guest is Isobel Knight, an Australian succession planning specialist and owner and director of ProAgtive - Australia's leading farm family transition planning business. Isobel specializes in ensuring that the next generation has an opportunity to participate in agriculture and believes that valuing family above all else is the key to future success. We will explain what it means when mom and dad “go soft” during the farm transition, plus the consequences of not having a family-centred process in place for the next generation. We will discuss how succession planning is not a single event, but an ongoing process, which, if started early enough, can protect farm family members (particularly mom and dad) when they're at their worst and most vulnerable.  Access the full show notes for this episode at elainefroese.com. Discover more about our guest: Isobel Knight 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 0:00:30 Introduction of Isabel Knight and her background in farming 0:01:14 Isabel discusses her family farm history and challenges in farm succession 0:07:08 Explanation of Proactive's approach to farm transition 0:09:25 Detailed process of gathering information, including questionnaires and financial analysis 0:15:13 Discussion on "going soft" with children in farm transition 0:18:24 Strategies for helping parents align and plan for their future 0:22:16 Importance of integrating business, succession, and estate plans 0:25:07 Challenges of making decisions after losing a spouse 0:28:54 Closing advice on prioritizing parents' needs in farm transition

In this episode of the Vanderbloemen Leadership Podcast, Jared sits down with William Vanderbloemen to talk about one of the toughest leadership decisions: knowing when it's time to add a team member — and when it's time to let someone go. Drawing on lessons from church plants, nonprofits, and businesses alike, William shares practical advice, honest stories, and leadership insights for navigating team changes wisely. Key discussion points include: The Volunteer to Staff Shift: How to know when a volunteer is too vital to leave unpaid — and why delaying can cost you. Living on Margin: Why operating with financial margin is crucial to growing your team the right way. Hiring Doers vs. Leaders: How recruiting, training, and retaining volunteers is the real engine behind church and nonprofit growth. Avoiding Cheap Leadership: Why underpaying (or over-relying on free labor) eventually backfires — and what Scripture says about honoring laborers. Building a Resilient Team: Why every leader needs a “vomit list” — and how to plan for the inevitable transitions ahead. Whether you're leading a startup, growing a church, or scaling a nonprofit, this conversation will give you practical tools for building a stronger, healthier team — one wise decision at a time.

Navigating Family Business Dynamics with EOS, with Jacqueline Jensen (Family Business Radio, Episode 63) In this episode of Family Business Radio, host Anthony Chen interviews Jacqueline Jensen from EOS Worldwide. Jacqueline shares her unique experiences growing up in an entrepreneurial family led by a Marine and her eventual involvement in the family business. She discusses […] The post Navigating Family Business Dynamics with EOS, with Jacqueline Jensen appeared first on Business RadioX ®.

Teresa Roche, IFA National Farm Family and Social Affairs Chair

Georgi Feidler helps Baby Boomers in business navigate succession planning. Her passion is ensuring that business legacies continue successfully by equipping owners (and long-term employees) with the right strategies to transition leadership smoothly and intentionally. Today she discusses: Why succession planning isn't part of business education Why it's important Maturepreneurs know it's a shorter time from start to finish The pros and cons of “experiential knowledge” What to start doing now to make your business saleable… or inheritable. Using AI to create succession notes Big businesses and “moms & pops” Brick and mortar & online businesses If you're a Boomer business owner – or long-term employee – in these challenging times, you'll appreciate Georgi's tips and explanations. Listen now and then share this episode! Find Georgi at https://hiretraininspire.com/ Learn more about Georgi and find all her links at https://boomwithabang.com/the-boomer-womans-podcast-georgi-feidler/  

Podcast: Bites & Bytes PodcastEpisode: Tracy Brunet on the Realities of Modern Ranching: From Land to Legacy to TechPub date: 2025-04-23Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationIn this compelling episode of the Bites and Bytes Podcast, host Kristin Demoranville sits down with Tracy Brunet, cattle rancher, Canadian Ag media powerhouse, and host of The Impact Farming Show. Broadcasting from her family farm in Southeastern Manitoba, Tracy opens up about the realities of modern agriculture, including land pressures, succession planning, tech adoption, and how family farms are quietly being squeezed out. Together, Kristin and Tracy examine how smart farming and digital innovation are reshaping the industry, for better or worse. They also unpack the rising threat of agroterrorism and cyber-physical attacks, as well as what happens when farm automation goes wrong. This isn't your typical farm chat; it's real talk about the challenges and resilience of today's producers. Whether you're in ag, food, or tech, this conversation is packed with insights on business, legacy, and safeguarding our food system. Tracy's passion for farming is contagious, and her straight-shooting perspective on the future of agriculture will leave you thinking long after the episode ends.

In this engaging conversation, Kristin Demoranville and Tracy discuss their favorite food memories, the journey into beef farming, and the challenges faced by modern farmers. They delve into the impact of media on public perceptions of agriculture, the importance of succession planning, and the critical role of cybersecurity in the farming industry. The emotional toll of farming, the disconnect between consumers and farmers, and the need for community support are also explored, highlighting the complexities of the agricultural landscape. Conversation Time Stamps 00:00 Food Memories and Favorites 03:01 Introduction to Tracy and Her Journey 07:10 The Reality of Farming and Media 12:27 Challenges in Agriculture and Misconceptions 21:01 The Future of Farming and Land Development 25:18 The Challenge of Family Farm Succession 27:05 Navigating Land Pressure and Climate Change 28:55 Kristin's Journey into Cybersecurity and Agriculture 32:42 Understanding Cybersecurity in Agriculture 36:28 Real-World Cybersecurity Threats in Farming 41:30 The Mental Toll of Farming and Cybersecurity 44:32 The Reality of Cybersecurity for Independent Farmers 51:08 Agroterrorism and the Threat to Farms 57:32 Understanding Cyber Vulnerabilities in Agriculture 01:01:44 The Real Impact of Cyber Attacks on Farms 01:06:49 The Emotional Toll of Cybersecurity Breaches 01:11:56 Bridging the Gap Between Agriculture and Cybersecurity 01:17:55 The Importance of Food Security and Cyber Protection Thanks for tuning in, Tracy FREE Resource: Tracy shares a new free tool for listeners eager to learn more about transition planning. https://www.farmmarketer.com/impact_farming_show/free_resources =================================

What if unlocking a child's full potential began with something as simple as a clean, well-fitting set of clothes? In this inspiring episode, host Nicole Jansen sits down with Lynn Margherio, the visionary founder of Cradles to Crayons. Each year, Lynn's organization provides over a million packages of essentials—clothing, shoes, diapers, school supplies—to children living in poverty or crisis, completely free of charge. But this isn't just about meeting material needs; it's about addressing the often-ignored crisis of clothing insecurity, which impacts over 20 million children across the U.S. Join us as Lynn shares her compelling journey from the world of business consulting and public policy to launching a nonprofit that's become a national movement. She reveals how clothing insecurity affects a child's ability to learn, grow, and feel confident—and why she chose to step down as CEO after 23 years to ensure the organization thrives beyond her leadership. Whether you're passionate about social entrepreneurship, building sustainable impact, or simply want to make a difference, this episode is packed with insights and practical ways to get involved. In This Episode, You'll Discover: What inspired Lynn to pivot from consulting and the White House to social impact The true definition of clothing insecurity—and why it matters How Cradles to Crayons serves over a million kids each year with remarkable efficiency The vital role of volunteers and community partners in scaling the mission What it takes to transition leadership and build an enduring legacy How you can support children in need—locally or virtually The educational and emotional toll of lacking basic clothing Why awareness is just as critical as giving How Giving Factory Direct empowers anyone to make an impact from anywhere How to discern if your idea is meant for your neighborhood—or the nation Tune in and be inspired by how one woman's simple idea, fueled by compassion and community, has transformed millions of young lives—and learn how you can be part of the solution. Episode Timestamps: 0:00 – The Hidden Crisis: Clothing Insecurity in America 1:31 – From Business Consulting to Purpose-Driven Impact: Lynn's Backstory 4:45 – Turning an Idea into a Scalable Movement 7:01 – Unpacking the Real Need: What Families and Teachers Experience 9:24 – The Ripple Effect: Clothing, Confidence & Classroom Learning 12:40 – How Cradles to Crayons Works: Supply Chain & Distribution 15:39 – Mobilizing 50,000 Volunteers: Systems & Culture 18:02 – Vision for Expansion: From Local to National Impact 20:24 – Leadership Transition: Planning for a Mission Beyond the Founder 24:05 – Navigating the Emotional Journey of Letting Go 28:56 – The Relay Race of Leadership: Timing and Legacy 31:02 – How You Can Help: Local & Virtual Ways to Take Action 33:30 – Lessons in Leadership: Taking That First Step to Make a Difference Dive into this powerful conversation with Lynn Margherio and discover how addressing even the most basic needs can transform individual lives—and an entire nation. Favorite Quotes: “Don't assume that others have it covered. If you've got an idea, explore it and do something about it.”—Lynn Margherio “Proper clothing is a very visible sign that a child's basic needs are met. It's about dignity as well as opportunity.” – Lynn Margherio CEO Update since the Recording of this Episode Founder Lynn Margherio announced in late February that Christine Morin, a strategic leader who has spent her career advocating for youth and under-resourced communities, was appointed as the next CEO of Cradles to Crayons®. Lynn says she is incredibly proud to pass the baton to her and couldn't be more confident in Christine's ability to lead Cradles to Crayons into its next chapter.   Episode Show Notes: https://leadersoftransformation.com/podcast/leadership/533-distributing-hope-to-over-a-million-children-every-year-with-lynn-margherio    Check out our complete library of episodes and other leadership resources here: https://leadersoftransformation.com ________

Like the show? Show your support by using our sponsors. Promotive can help you find your dream job, or help you hire. Touch HERE for more. Need to update your shop systems and software? Try Tekmetric HEREIn this episode, Jeff Compton is joined by Brett T. Fadley to discuss the upcoming TOOLS training event in Lancaster, Pennsylvania. Brett shares how TOOLS got started and how far it's come, but then gets into the challenges the auto repair industry has today. To get where the industry needs to be, events like TOOLS are critical. Sign up for TOOLS here!00:00 Understanding Financial Struggles of Shop Owners05:46 In-Person Networking's Hidden Value12:37 Business Challenges and Implementing Processes19:56 Improving Shop Efficiency Discussions23:38 Rust Advisory for Ontario Car Sales29:48 Mechanics' Career Transition Paths34:50 Car Repair Recommendations Debate39:44 Changing Industry Perceptions Needed47:55 Exit Scheduling Success in Auto Services51:37 "Networking: Reducing the 'Suck' Factor"54:46 Grateful for Career Purpose59:28 Engine Installation Decisions in Shops01:08:17 Limited Podcast Space Allocation01:12:26 Summer Event Invitation Follow/Subscribe to the show on social media! TikTok - https://www.tiktok.com/@jeffcompton7YouTube - https://www.youtube.com/@TheJadedMechanicFacebook - https://www.facebook.com/profile.php?id=100091347564232

Are you setting your business partnership up for success or failure? In this episode, learn why a documented agreement, such as a "Family Constitution" or "Business Charter," is essential for setting expectations and minimizing emotional turmoil. Andrea and Michelle break down the crucial steps to prevent major conflict among business partners. Discover how to navigate the complexities of shared ownership, from defining roles and responsibilities to establishing clear financial agreements and succession plans. This episode will equip you with the tools to foster a healthy partnership, avoid costly disagreements, and build a sustainable business. Takeaways It's essential to have a clear exit strategy. Conflict resolution is crucial in partnerships. Bringing family into a business can complicate dynamics. A partnership constitution can help outline expectations. Regular reviews of partnership agreements are necessary. Emotional issues must be addressed proactively. Expectations should be documented and agreed upon.   For more resources on developing leadership skills visit us at Revela. Where we've helped hundreds of executives lead productive teams and thriving organizations. This podcast is produced by Two Brothers Creative.

Donald Bielen is the Managing Director of Capital Eleven Advisors, an investment firm specializing in private equity, early-stage venture capital, and real estate development. Donald has completed over 300 business transitions and exit plans for clients across the United States. Before joining Capital Eleven Advisors, he led the Business Transition Services team as Principal at Perkins and Co., was the Director of Business Advisory Services at the Rainier Group, Inc., and was an Operations Manager at a Fortune 100 company. He earned his bachelor's degree in Finance and Economics, followed by an MBA, and holds certifications as a Certified Financial Planner (CFP®) and Certified Merger & Acquisition Advisor (CM&AA). In this episode… Too many business owners wait until they're ready to exit before thinking about what it takes to transition out of their company successfully. But leaving a business isn't just about legal documents and financials — it's deeply personal, emotional, and strategic. How can leaders create a long-term plan that protects their legacy and maximizes business value? Donald Bielen, a seasoned expert in succession planning and business transitions, explains why planning for five to ten years is critical to a smooth exit. Donald shares actionable insights on grooming internal successors, aligning personal and professional goals, and avoiding common pitfalls — like undervaluing the emotional aspect of letting go. He also illustrates his points with real-world stories, including a failed deal involving a pet food company and a successful strategy for a multilocation treatment center. Tune in to this episode of the Smart Business Revolution Podcast as John Corcoran interviews Donald Bielen, Managing Director at Capital Eleven Advisors, about the strategies behind effective succession planning. Donald shares how to build a transferable business, assess readiness for transition, and avoid costly missteps. They explore emotional readiness, internal succession challenges, and aligning strategy with long-term value.

Bryan Mannix, 5th Generation Rancher in Helmville, MT, Shares his Outlook on the Family's Succession Planning. See omnystudio.com/listener for privacy information.

3 big ideas discussed in this episode: BIG IDEA #1: Promote Prepared Leaders. Stop promoting people before they've learned to lead. Teach leadership skills early—before the title. If they get promoted, they're ready. If they don't, you've still elevated the whole team. BIG IDEA #2: Leadership development should start on Day One. Make it part of the culture, not a crash course when a role opens up. If no one's ready for leadership, that's on you, not them. BIG IDEA #3: Small businesses can't afford leadership silos. Most teams are trained in isolation—finance people only learn finance, ops only learn ops. Nobody's taught how the whole business runs. That gap? It's going to sink a lot of companies. Get the show notes for this episode here: https://AskJeremyJones.com/podcast

In this week's episode, Tracy is rounding out her series of solo episodes reflecting on and weaving together the insights shared by so many incredible voices in agriculture. With so many great conversations, Tracy wanted to take a moment to pause, gather the main points and pull them together in several easy to consume episodes for the audience. After hosting a wide range of thoughtful guest conversations, she's hitting pause to highlight the key takeaways—bringing them together in a few focused, easy-to-digest episodes designed just for you. Young farmers today are navigating a complex landscape, and when it comes to succession and transition planning, they have a mix of practical, emotional, and economic concerns. Here are some of the big ones on their minds: 0:00 - Introduction 6:02 - Uncertainty around ownership and decision-making power 11:38 - Lack of clear farm transition plans 12:29 - Financial viability and debt in farming 13:21 - Generational farmer differences in vision 16:16 - Off-farm heirs and family dynamics 18:19 - Legal and tax complexities for farm succession and farm transition planning 18:45 - Access to land for first-generation farmers 22:42 - Emotional tension and communication gaps in farm family communication 27:00 - Clarity is kindness. Communicate your intention to farming children 29:20 - If we want to keep the farm going, why aren't we making transition planning a priority? 34:00 - Need resources? Make sure to download our FREE Transition Planning Resource Guide ebook

Anne Mahlum, the founder of SolidCore, shares her journey from being a waitress in North Dakota to negotiating a major company sale.   Anne shares her incredible story of founding SolidCore with $175,000 of her own savings after initially working in nonprofits and creating a running club for a homeless shelter. She discusses the challenges she faced, including navigating contentious business relationships and securing funding, while highlighting the importance of an unwavering belief in oneself.   Discover how Anne turned her passion for fitness and community building into a $100 million success story, the strategic decisions she made during the COVID-19 pandemic, and her ultimate exit strategy.   Anne also sheds light on her financial philosophy, the impact of her upbringing, and the significance of achieving a nine-figure exit.     00:33 Introducing Anne Mahlum: From Waitress to Entrepreneur 02:07 The Nonprofit Journey: Building a Community 06:37 Discovering Pilates: The Next Big Thing 07:57 Scaling Up: From One Studio to Many 10:40 Navigating Challenges: Legal Battles and Growth 16:47 Private Equity and Expansion: The Big Leap 21:00 Valuation Pitfalls and Investor Relations 21:31 Facing the COVID-19 Crisis 23:37 Strategic Negotiations and Capital Raising 25:06 Expansion into Red States 27:53 Succession Planning and Exit Strategy 32:54 Reflecting on Success and Personal Growth

In Part 1 of this two-part series on succession planning, Michael Lubelfeld, Superintendent of Northshore School District 112, joins the Culture Eats Everything podcast. He reflects on his leadership journey, the intentional planning behind his upcoming retirement, and how he and Deputy Superintendent Monica Schroeder are working together to ensure a seamless leadership transition. A candid conversation filled with lessons on legacy, communication, and the power of thoughtful planning.Click here to buy our book:

On this week's episode of The Rural Woman Podcast™, you'll meet Patti Durand.A 27 year PAg, with a background in entrepreneurship and finance, Patti has guided hundreds of Canadian farm business families to confidently navigate the paths of transition decision making. As a dynamic speaker and workshop leader, Patti aims to provide relatable, actionable ideas to help business families move ahead, together and with certainty. Her positivity, practical experience and strategic brain means Patti can help "move a lot of dirt" quickly toward impactful results to achieve farm business goals. She has recently authored, "The Future Leader - The Successor's Guide to Family Business Leadership".For full show notes, including links mentioned in the show, head over to wildrosefarmer.com/217 . . .DISCUSSIONS THIS WEEK:[05:33] The Importance of Succession Planning in Agriculture[11:13] Bright Track Consulting: A New Approach to Succession[17:32] Preliminary Steps for Effective Succession Planning[20:30] The Role of a Neutral Third Party in Family Conversations[23:24] Success Stories in Succession Planning[26:39] The Future Leader: Patti's New Book[32:28] Encouragement for Successors in Family Businesses[35:28] Patti's Vision for the Future of Family Business Leadership. . .This week's episode is brought to you by Patti Durand . . .Let's get SocialFollow The Rural Woman Podcast on Social MediaInstagram | FacebookSign up to get email updatesJoin our private Facebook group, The Rural Woman Podcast Community Connect with Katelyn on Instagram | Facebook | Twitter | Pinterest. . .Support the ShowPatreon | PayPal | Become a Show SponsorLeave a Review on Apple Podcasts | Take the Listener SurveyScreenshot this episode and share it on your socials!Tag @TheRuralWomanPodcast + #TheRuralWomanPodcast. . .Meet the TeamAudio Editor | MixBär.Admin Team | Kim & Co OnlinePatreon Executive ProducersSarah R. |...

Recruiting future Cub Scout leaders now will keep your pack strong for years to come. In this #CubChatLive, we're talking all about succession planning. Join us for tips and ideas to help you prepare the next generation of leaders in your pack and den.

Head of Talent Intelligence for HC Group, Amelia Chahal, joins us to discuss their offering and the Global Energy Trading Compensation Report 2025 available for purchase.To register interest in the report visit: https://www.hcgroup.global/energy-trading-reportHC Talent Intelligence provides critical and tailored talent data insights for our clients across global energy and commodities markets. The platform was created to address the growing demand for real-time, accurate, and credible talent market data. Their mission is to help organisations make informed decisions on everything from minor compensation adjustments to large-scale workforce and operational transformations.Our dedicated Talent Intelligence team manages HC Group's advisory services, including Compensation Data and Advisory; Diversity & Inclusion Studies; Competitive Analysis; Talent Pipelining and Succession Planning; and Talent Analytics & Assessment.For more on HC visit www.hcgroup.global or contact Amelia at achahal@hcgroup.global  

In this week's episode, Tracy chats with Tom Hickey from Farm Lending Canada about "Hobby Farm Mortgages."  Until recently, there has been a significant gap in mortgage options between residential homes and agricultural lending, leaving those wanting to buy their dream hobby farm without a suitable mortgage.  Are you thinking of purchasing your ideal country property? Are you a lender or mortgage broker? If so, you won't want to miss this episode. Key Topics Discussed: [0:00] - Show topic and guest introductions. [1:33] - What qualifies as a hobby farm?  [3:23] - How many acres are allowed under the hobby farm program?  [4:30] - What types of income documentation are required for hobby farm lending?  [5:49] - How is a Hobby Farm Mortgage different than a residential loan? Tom gives a great explanation of the difference between a traditional lending institution versus a Hobby Farm Mortgage through Farm Lending Canada. [13:24] - Can/must the borrower live on the property?  [14:46] - Is agricultural income considered in the application?  [16:11] - What kind of zoning is acceptable for a hobby farm mortgage?  [17:52] - Are there limits on outbuildings, animals, or farm activity?  [18:50] - Who is the ideal client for the hobby farm product?  [20:05] - Closing Notes and how people can learn more about Hobby Farm Mortgages Tune in for this insightful discussion with Tom as he shares how Farm Lending Canada is helping Canadians achieve their dream of living in rural areas with hobby farm mortgages tailored to provide the right financing for their goals. Thanks for tuning in, Tracy =============================

Lilly Lin is an Executive Director with Russell Reynolds where she advises clients on broad talent management issues, including succession, leadership development, and assessment. Throughout her career, Lilly has worked with large and small, for-profit and mission-based organizations, establishing herself as a trusted advisor who is highly skilled in preparing clients for their near- and long-term succession needs. She is an active member in the Society for Industrial Organizational Psychology and is often chairing or speaking at SIOP's annual conference.Mentioned on the Show:Lilly's profile on the Russell Reynolds website: https://www.russellreynolds.com/en/people/consultant-directory/lilly-linConnect with Lilly on LinkedIn: https://www.linkedin.com/in/lillylin1The Roy Family – a cautionary succession tale: https://www.hbo.com/successionThe New CEO by Ty Wiggins (book): https://a.co/d/7xQj5yn________________________Connect with O'Brien McMahon on LinkedIn: https://www.linkedin.com/in/obrienmcmahon/Learn more about O'Brien: https://obrienmcmahon.com/________________________Timestamps(1:30) – Meet Lilly Lin of Russell Reynolds(3:29) – What is succession planning?(5:08) – Does succession planning include planning for leaders below the CEO?(7:53) – Why is changing out the leader so hard for an organization?(11:11) – Is it always a good idea to have a successor ready to take over?(16:42) – Successor talent pools.(17:25) – Where does the succession plan begin?(20:20) – The Board's role in succession planning(23:38) – What are the attributes of a good CEO?(25:57) – Internal vs. External CEO candidates.(27:49) – Are CEO candidates asked if they want to be CEO?(35:33) – What happens to candidates not selected to be CEO?(43:53) – How does a selection committee assess the potential of a candidate for 3-5 years in the future?(47:32) – The NFL: dropping the ball on effective succession planning?(50:01) – How to transition from old guard to new guard.(53:55) – What are the characteristics that make a good leadership transition team?(55:56) – What are some of craziest things you've seen in a succession transition?(58:51) – How to contact Lilly. 

In this episode of Building the Billion Dollar Business, Ray Sclafani discusses the essential considerations for financial advisors and leaders aiming to build enduring firms. He emphasizes the importance of strategic thinking, culture, leadership, value creation, competition, growth, focus, listening, technology, branding, financial security, and succession planning. The episode provides actionable insights and encourages leaders to assess their firms against these key areas to ensure long-term success.Key TakeawaysStrategic thinking requires dedicated time and attention.Culture sets the tone for an enduring firm.Value creation focuses on client needs and innovative solutions.Growth can be organic, inorganic, or acquisitive.Listening to team and client feedback drives improvement.For more information click here.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.

We're going to talk to about the things you need to do today, if you want to sell your design firm successfully. Today's guest, Brad Farris, is going to share with us the key factors that impact your sale, how to get yourself out of the service delivery, the role growth plans in your future sale, and so much more. It's time to start thinking about your succession plan. In this episode we learn: • if you are essential to running the business, you can't sell it • build a team, then go on vacation…it's practice • long-term contracts or clients that come back to you repeatedly are more valuable • build your business in a niche that's not "one-and-done" projects • building relationships with likely buyers before they need your services • if you are planning to sell your business, learn the math of how businesses are valued • your most likely buyer is a competitor or someone who sells a different service to the same buyer Business of Design® is your blueprint for running streamline projects and building a highly profitable interior design business. Get your business blueprint at https://businessofdesign.com/membership

➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory Billy Busch is a renowned American businessman, author, and third-generation heir to the legendary Anheuser-Busch brewing empire—a company that became a global powerhouse with over $15 billion in annual revenue and more than 150 years of legacy in the beer industry. As the son of August Busch Jr., Billy grew up immersed in one of America's most iconic family businesses.Carrying forward the family torch, he founded William K. Busch Brewing Company in 2011, building on the values of quality and tradition that defined the Anheuser-Busch name. His entrepreneurial journey reflects over 30 years of experience in the beverage and business world. Billy is also the author of the bestselling book Family Reins: The Extraordinary Rise and Epic Fall of an American Dynasty, offering a raw, inside look at the triumphs and trials of the Busch family and the rise of a brewing dynasty. ➡️ Show Linkshttps://www.instagram.com/billybusch7/ ➡️ Bookshttps://www.amazon.com/Family-Reins-Extraordinary-American-Dynasty/dp/B0BRRNV29P ➡️ Podcast SponsorsHubspot - https://hubspot.com/  Lingoda - https://try.lingoda.com/success_sprint (Code: scott25)Vanta - https://www.vanta.com/scottFederated Computer - https://www.federated.computerCornbread Hemp - https://cornbreadhemp.com/success (Code: Success)Create Like The Greats Podcast - https://podcasts.apple.com/lu/podcast/create-like-the-greats/id1653650073FreshBooks - https://www.freshbooks.com/pricing-offer/Bank On Yourself - https://www.bankonyourself.com/scottStash - https://get.stash.com/successstoryNetSuite — https://netsuite.com/scottclary/Indeed - https://indeed.com/clary ➡️ Talking Points00:00 - Intro05:19 - Growing Up with Elephants07:01 - Billy's Story Begins11:00 - Realizing the Busch Legacy25:41 - Sponsor Break28:19 - Succession & Family Business Lessons33:56 - Preparing for Leadership42:58 - Does the Busch Name Help or Hurt?47:06 - Sponsor Break49:20 - How Billy Builds Businesses Today51:55 - Raising Kids Differently57:57 - Mixing Family & Business the Right Way59:42 - Preserving the Busch Legacy1:04:37 - The Future of Busch Brewing1:10:32 - A Life Lesson for Billy's Kids

Feeling stuck in your career or wondering what's next in your entrepreneurial journey? Patty Arvielo's inspiring story is proof that reinvention, resilience, and purpose can lead to incredible success at any stage of life. In this episode, host Suneera Madhani sits down with Patty Arvielo, Co-Founder and CEO of New American Funding, to discuss her journey from an entry-level job at 16 to building one of the largest independent mortgage lenders in the United States. Patty opens up about navigating imposter syndrome, building a business with her husband, and embracing her purpose in her 60s as she focuses on giving back and mentoring other women. In this episode, you'll learn:

My guest today is Kelly Granat. Kelly is the Co-Chief Investment Officer and Managing Director at Lone Pine Capital, one of the most storied and successful hedge fund and investment firms of the last several decades. We explore how investing has evolved since Kelly joined the industry and she shares insights into Lone Pine maintaining its edge through deep fundamental research and a collaborative culture. We discuss what makes great businesses and great investments, how leadership can transform companies, and Kelly's perspective on evaluating management teams and identifying opportunities around corporate change that the market often misprices. Please enjoy my conversation with Kelly Granat. Subscribe to Colossus Review. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Ramp. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Ramp is the fastest-growing FinTech company in history, and it's backed by more of my favorite past guests (at least 16 of them!) than probably any other company I'm aware of. Go to Ramp.com/invest to sign up for free and get a $250 welcome bonus. – This episode is brought to you by AlphaSense. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Imagine completing your research five to ten times faster with search that delivers the most relevant results, helping you make high-conviction decisions with confidence. Invest Like the Best listeners can get a free trial now at Alpha-Sense.com/Invest and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. – This episode is brought to you by Ridgeline. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. I think this platform will become the standard for investment managers, and if you run an investing firm, I highly recommend you find time to speak with them. Head to ridgelineapps.com to learn more about the platform. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Learn About Ramp, Alphasense, & Ridgeline (00:06:09) Market Structure Evolution (00:08:39)The Impact of Passive Investing (00:10:21) Collaboration & Team Dynamics (00:13:48) Excitement in Periods of Extreme Change (00:14:21) The Role of Competition & Curiosity (00:22:00) Fundamental Research & Data Integration (00:27:34) Investment Philosophy (00:35:31) People-Centric Investing (00:42:24) Succession Planning (00:49:32) Facing the Pressure of Early Success (00:50:31) Burnout & Rediscovery (00:57:08) Learning from Industry Leaders (00:58:04) Evaluating Talent and Competition (01:11:29) Lessons in Investment (01:27:27) The Kindest Thing Anyone Has Ever Done For Kelly