Podcasts about Succession planning

Send a textWhat does it take to build a business that survives for generations—through wars, wealth cycles, and wild family dynamics?In this rare behind-the-scenes episode, a seasoned founder, investor, and family office insider shares lessons from DuPont, Wawa, and other multigenerational enterprises. You'll hear real-world insights on succession planning, family engagement, locking in ownership, and why cash is not always king when it comes to legacy.If you're building a business you hope your children's children will still care about—or just want to avoid the costly mistakes that fracture family wealth—this conversation will equip and inspire you.https://familyoffices.com/

Welcome to the CanadianSME Small Business Podcast, hosted by Maheen Bari. In this episode, we explore the future of wealth management and the forces shaping advisor success in a rapidly evolving financial landscape.Our guest is Brent Allen, EVP and Head of Sales and Distribution at IG Wealth Management. Drawing on insights from the new Advisor Perception Industry Study, Brent shares how technology, succession planning, and high net worth client strategies are redefining advisor growth as IG approaches its 100th anniversary.Key HighlightsAdvisor Technology Gap: Why advisors see technology as critical to efficiency and long term practice growth. HNW Client Growth: How strategic partnerships help advisors serve complex, high net worth client needs. Succession Planning Crisis: Why many advisors lack transition plans and how dealers can better support legacy building. Tech Driven Efficiency: How IG's investments streamline compliance and elevate the advisor client experience. Looking Ahead to 2026: The trends shaping wealth management and how IG's legacy informs its future vision.Special Thanks to Our Partners:UPS: https://solutions.ups.com/ca-beunstoppable.html?WT.mc_id=BUSMEWAGoogle: https://www.google.ca/A1 Global College: https://a1globalcollege.ca/ADP Canada: https://www.adp.ca/en.aspxFor more expert insights, visit www.canadiansme.ca and subscribe to the CanadianSME Small Business Magazine. Stay innovative, stay informed, and thrive in the digital age!Disclaimer: The information shared in this podcast is for general informational purposes only and should not be considered as direct financial or business advice. Always consult with a qualified professional for advice specific to your situation.

Katie Laleman with the Henry County Farm Bureau joined Wake Up Tri-Counties to talk about young leaders at the national convention, the succession planning workshop, "Bushels for Hunger," scholarships, and contests.  The Farm Bureau has been bustling with activity, highlighted by recent successes at the American Farm Bureau Federation convention in California, where young local leaders excelled in national competitions. Kate Huffman of Galva made Illinois proud with her strong showing. On the local front, farm families are encouraged to attend a succession planning workshop on February 20th, designed to help with the transition of family farms. Additionally, the Bushels for Hunger initiative continues its impactful run—over $354,000 and 1.77 million meals have been donated to local food banks over 16 years. Information on scholarships and contests is available on the Farm Bureau's website.

What does it mean to inherit one of the most famous family legacies in the world?In this episode of Undercurrent Stories, Bob speaks with Ned Guinness, the current head of the Guinness family, 4th Earl of Iveagh, and author of Guinness: The Family Succession.Drawing on private family archives, Ned reflects on legacy, responsibility, Irish history, philanthropy, and the small decisions that shape generations — revealing the human story behind the Guinness name beyond the brand.Quote“It's the little things that matter in life… the small decisions become big things.”Featured Book

The Booth family's farm is a place where the humble fruits have remarkable potential, and the food waste is actually a land of opportunity.Sandy Booth heads up New Forest Fruit Snacks, a business with family values at its core, and a whole lot of help from the kin within!Join us this week for a look into an innovative, sustainable family farm growing not just the strawberries in their snacks, but the people within the business too…

A once‑in‑a‑generation payout is reshaping the future of Kiwi farming. Host Nigel Grant sits down with ASB General Manager Rural (and Northland farmer) Aidan Gent, to unpack what Fonterra's multi‑billion‑dollar capital return means for farmers, their businesses, and the next generation – from strengthening balance sheets to unlocking opportunities for investment, diversification, and long‑term resilience. Aidan shares insights into the financial decisions farmers are weighing right now, the importance of pairing short‑term gains with long‑term planning, and how this windfall could reshape generational wealth and succession pathways.

"No one's promised tomorrow." Host Laurie Barkman talks with Scott Arden, Chairman of Controllers Ltd and Managing Partner of Generational Wealth Solutions, about the intricacies of financial strategies for business owners. Controllers Limited focuses on advanced strategies for asset protection and generational wealth.  Focusing on growth, succession planning, and the importance of legacy, Scott emphasizes the need for business owners to prepare for transitions, whether through exit strategies or succession planning, and highlights the significance of teaching financial literacy to future generations. The conversation also touches on the psychological aspects of business ownership and the value of experiences over mere accumulation of wealth.   Key Insights Business owners often procrastinate on succession planning due to a false sense of security. Crucial to identify who will run the business in case of an owner's incapacitation. Protecting asset value can be as important as building asset value. Experiences and memories may be more valuable than simply accumulating wealth. Financial literacy is essential for future generations to manage inherited wealth. Engage the next generation in business operations or governance. Chapters 00:00 Introduction to Financial Strategies for Business Owners 02:35 Understanding Business Growth and Exit Strategies 05:28 The Importance of Succession Planning 10:30 Psychology of Business Transition and Legacy 14:34 Rethinking Wealth: Experiences Over Accumulation 17:19 Teaching Financial Literacy to Future Generations   This Show Is Sponsored by The Business Transition Sherpa® Learn what every entrepreneur needs to know about building value and avoiding pitfalls!

Recorded live at the Ag View Solutions Executive Business Conference in Phoenix, Sam sits down for a Dad's Wisdom conversation with Steve Hess, a multi generation farmer from west central Illinois.Steve shares the kind of perspective you only get after decades in ag, including what he would tell his younger self (listen more, talk less), what the 1980s taught him about surviving tough cycles, and why knowing your numbers matters even more when margins are thin.He also explains a powerful family transition framework, the “five year rule” for coming back to the farm, building healthy family governance, and including kids in real financial conversations so the next generation is prepared.This episode is a reminder that the best operators are students of history, disciplined with cash flow, and intentional about family, communication, and long term decision making.

What if the real future-of-work crisis isn't about technology replacing humans—but organizations pushing out workers just when their wisdom is needed most? In this episode, Kate O'Neill and Dan Pontefract explore the urgency of rethinking age in the workplace, longevity, and designing meaningful work for six-decade careers. Topics covered: Age and longevity in the workforce Fluid vs. crystallized intelligence The demographic “age debt” challenge AI and human intelligence collaboration Multidirectional, time-flexible careers Rethinking succession planning and wisdom transfer Designing learning ecosystems Evolution of purpose throughout a career Concrete steps leaders can take to turn age debt into dividends Connect with Dan PontefractWebsiteLinkedInYouTubeInstagramTikTokDan’s new book – “The Future is Grey” Episode Chapters:00:05 Welcome and Introduction00:36 The Real Crisis: Age and Work02:01 Dan's Wake-Up Call: Fired at 5003:39 Longevity vs Organizational Blind Spots06:10 Lessons from Japan: The Age Canary07:14 Chief Longevity Officers: Action or Gray Washing?09:42 Fluid & Crystallized Intelligence in the Age of AI14:10 Rivers, Rocks, and Rubies: Beyond Generational Stereotypes18:09 Building Multi-Directional Careers22:00 “Gray” Means Embracing the In-Between22:44 Succession Planning vs Wisdom Transfer26:46 Learning Ecosystems for All Ages30:06 How Purpose Evolves Over Time33:01 3 Steps for Leaders: Actionable Guidance37:11 How to Use Rivers, Rocks, & Rubies in Practice39:11 Dan's Personal “Gray” Future42:01 What's Next for Dan and Final Thoughts43:26 Closing and Where to Connect

What if the reason so many capable farming families get stuck isn't lack of advice — but the way they're thinking about the problem in the first place?In this episode, Ben Law sits down once again with Dr Kate Burke, founder of Think Agri, to challenge some deeply held assumptions about decision-making, succession, and what really determines whether a family business thrives across generations. Kate has spent decades working alongside farming families who are smart, hardworking and deeply committed — yet still find themselves paralysed when the conversation turns to the future.Rather than treating big transitions as a technical or transactional exercise, Kate invites listeners to consider a different starting point: how mindset, identity, and human dynamics quietly shape every major business decision on the land. Why do practical, capable people avoid conversations they know matter? Why does independence sometimes work against us? And what changes when families stop trying to “solve” the future and instead prepare for it properly?This conversation speaks directly to families who sense there's more at stake than tax structures or paperwork — who care about legacy, relationships, and handing over something stronger than what they inherited. If you're five, ten or even fifteen years out from major change, this episode will challenge how you frame the task ahead — without telling you what to do.It's thoughtful. It's practical. And it just might change how you see the next chapter. www.morrisseyco.com.au ----------------------------------Katie's communication training program, Grassroots Communication, teaches the exact skills, top families in ag use to increase trust, increase family alignment, and strengthen long-term relationships.If you want to get ahead of the game, head on over to katiegodden.com/grassroots and use the code AGRICOACH for 15% off.-----------------------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/

In this compelling episode of Start With a Win, Adam Contos sits down with empathy strategist and bestselling author Maria Ross for a conversation that challenges outdated leadership myths and reframes what it truly means to lead in today's world. With sharp insight, real-world perspective, and an energizing presence, Maria invites listeners into a deeper exploration of how modern leaders earn loyalty, navigate tension, and build organizations people actually want to follow. This episode doesn't preach - it provokes, stretches assumptions, and leaves you leaning in for what comes next.Maria Ross is the founder of Red Slice, helping organizations drive growth through empathy-driven leadership, branding, and culture. For nearly 20 years, she has worked with startups, nonprofits, and enterprise brands - including Splunk, GSK, Salesforce, and LogicGate - to sharpen messaging, elevate brands, and build strong cultures, leading clients to acquisitions and IPOs.A sought-after speaker and the author of The Empathy Edge and The Empathy Dilemma, Maria also hosts The Empathy Edge podcast. Her insights have appeared on MSNBC, NPR, Forbes, and Newsweek. She lives in Northern California with her family and a lively mix of pets - and a deep love for British crime dramas and Jeopardy!00:00 Intro02:25 A two-year old gave her the idea!05:03 What is the definition – for business?08:05 What are the five pillars?11:31 Last pillar is not what you think, keep listening….14:55 Powerful, powerful quote, you may need to rewind and really listen!22:01 This is your competitive edge. 27:37 This is the misunderstanding… 28:20 And here it is!32:20 I don't check emails until I complete this.https://www.red-slice.com/https://red-slice.com/podcast/Book:  https://red-slice.com/the-empathy-dilemma-book/https://www.instagram.com/redslicemaria/?hl=enhttps://www.linkedin.com/in/mariajross/https://www.facebook.com/redslicehttps://www.youtube.com/user/mariajross===========================Subscribe and Listen to the Start With a Win Podcast HERE:

In this episode of Millions Were Made, Jessica Marx and Brooke Dumas explore the critical role of exit strategy, succession planning, and incentive structures in maximizing business valuation and founder wealth.Far too many founders begin thinking about exit planning only when they are exhausted, disengaged, or already in conversations with a broker—resulting in hurried negotiations, lowered valuations, and limited personal financial outcomes.Jessica and Brooke outline a proactive approach designed to help founders prepare three to five years ahead of exit, strengthen operational infrastructure, and ensure the business can transfer value beyond the founder.They discuss:Why 99% of founders don't have an exit plan—and the risks that createsThe three primary outcomes for every business: shutdown, acquisition, or successionWhy broker valuations often overestimate value and how due diligence reshapes the numberHow operational, financial, and legal gaps erode business value during negotiationsThe link between founder dependency, scalability, and marketabilityHow small operational shifts can lead to significant increases in profitability and valuationWhy many acquisitions leave founders with minimal financial gainStructuring leadership roles—especially COO and CFO—to manage a future due diligence processWho should be part of exit planning—and why this information should not be disclosed to most employeesHow to maintain strategic momentum during an exit process to preserve leverageJessica emphasizes the importance of preparing for exit long before a transition is imminent. By doing so, founders gain optionality, negotiation strength, and the ability to exit on their preferred terms.If you are committed to building a business that creates wealth, impact, and long-term opportunity—this episode provides a strategic roadmap for preparing your company for a successful transfer of ownership.Mini-timeline00:00–00:52 — Why the Business Performance Audit was developed00:53–02:42 — Lack of exit plans among founders and associated risks02:43–04:23 — The three potential endpoints of a business04:24–05:24 — Why initial valuations are often inflated05:25–08:01 — The due diligence process and common pitfalls08:02–09:52 — Common outcomes of small business acquisitions09:53–11:25 — Defining peak performance and identifying profitability leaks11:26–12:51 — Legal and IP gaps that undermine valuation

In this episode of the 95 Podcast, Dale Sellers welcomes back his friend Karl Vaters for their fifth or sixth conversation together. Recording in early 2026, they dive deep into the critical topics of pastoral succession, retirement transitions, and the future of small church ministry. Karl shares insights from his recent seven-week world tour, including stops in Malaysia, Switzerland, Germany, Austria, and West Virginia, where he ministered to small church pastors facing diverse cultural challenges. The conversation explores why so many pastoral transitions fail, how to avoid the "narrative void" of retirement, and why discipleship is the answer to nearly every church challenge. With tens of thousands of pastors approaching retirement in the next decade and a shrinking pipeline of new leaders, this timely discussion offers practical wisdom for navigating one of the church's most pressing issues.Show Notes: https://95network.org/pastoral-succession-planning-why-pastors-struggle-to-let-go-w-karl-vaders-episode-323/Support the show

SummaryIn this episode of The Uncertainty E.D.G.E. podcast, Sam Sivarajan interviews Andrew Mirolli, co-founder of BuyAUM, about the unique challenges and solutions in succession planning for smaller advisory practices. Andrew shares insights on the current landscape of financial advisory succession, the importance of understanding market demand, and the innovative vision casting process that BuyAUM employs to help advisors transition their practices smoothly. The conversation also touches on the potential conflicts of interest in the advisory business model and offers actionable advice for advisors preparing for a successful transition.TakeawaysThere is a significant gap in succession planning for smaller advisory practices.Many advisors lack viable succession options, leading to potential business disruption.The vision casting process involves understanding the seller's true value and legacy.BuyAUM focuses on a relationship-first approach to match buyers and sellers.Sellers often regret their decision to sell due to lack of planning for life after selling.The market for smaller practices is growing, but many advisors are unaware of their value.Advisors should normalize their fees to industry standards to improve practice valuation.Building relationships with the next generation of clients is crucial for retention.The discovery process is key to understanding what sellers truly want in a transition.Authentic service and transparency are vital in navigating potential conflicts of interest.Sound bites"There's a better way to do this.""70% of sellers regret selling.""It's all about a perfect match."Chapters00:00 Introduction to Succession Planning for Advisors03:54 The Landscape of Financial Advisory Succession09:59 Understanding Market Dynamics for Smaller Practices13:48 The Vision Casting Process Explained19:43 Navigating Trade-offs in Succession Planning25:43 The Art of Tailored Introductions29:02 Navigating Buyer-Seller Dynamics32:12 Maintaining Balance in Relationships33:21 Conflict of Interest and Authentic Service38:54 Preparing for a Successful Transition43:53 Lessons in Entrepreneurship and LifeKeywordssuccession planning, financial advisors, advisory practices, market demand, vision casting, transition planning, exit strategy, buyer-seller relationship, advisory business model, retirement planning

In the latest episode of Public Power Now, Tom Dankert, General Manager of Austin, Minnesota-based Austin Utilities, discusses how the utility is proactively addressing succession planning and details how the utility benefits from being a member of the Southern Minnesota Municipal Power Agency.

Nearly six out of ten small businesses fail during ownership transitions—not because they were struggling, but because owners made preventable planning mistakes. From waiting too long to keeping plans secret, these errors destroy years of hard work in moments.Learn more: https://www.estates-utah.com/ Curry Andrews Consulting City: South Jordan Address: 10808 South River Front Parkway Website: https://www.estates-utah.com/ Phone: +1-801-960-3830

In this bonus of Meet the Farmers: The Big Debate, host Ally Hunter Blair puts listeners' questions to legal experts Chris Coupland and Annabelle Rout from Birketts LLP to discuss critical topics surrounding inheritance tax, succession planning, and land sales. The conversation emphasizes the importance of wills, lasting powers of attorney, and trusts, while also addressing the complexities of fair inheritance among family members. They provide insights into the impact of development on agricultural land value and the challenges of land valuation in the context of inheritance tax. Throughout the discussion, the significance of communication within families is highlighted as a key factor in successful succession planning. 

On this episode of Your Financial Choices, Laurie Siebert welcomes Tom Garrity of Compass Point family Business Consulting to talk about the "hows" and "whys" of succession planning.

Your great-grandfather faced shells, mud, and men trying to kill him.So why does a single conversation still stop so many farming families in their tracks?This mini episode cuts straight to a quiet truth most families don't want to admit: the fears that hold us back today don't look dramatic — but they're just as powerful. Not because we're weak, but because our wiring hasn't caught up with the world we're living in.If you've ever put off saying what needs to be said… felt the knot in your gut before raising a tough issue… or convinced yourself “now's not the right time” — this episode will land close to home.It challenges the idea that courage has to look heroic, and reframes what real strength actually looks like inside modern farming families. Not in the paddock. Not in the bank balance. But in the moments where silence feels safer than honesty.This isn't about fixing anyone or rehashing the past. It's about recognising the invisible forces that quietly shape decisions, relationships, and direction — and why the smallest avoided conversations often carry the highest long-term cost.Listen in if you care about where your family is heading, not just what you're building.www.morrisseyco.com.au-----------------------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/

What began as a temporary move to "help dad out" during a global crisis quickly evolved into a high-stakes mission to reinvent women's health.Lucy Hope's family journey is rooted in a century-old story, sparked by the loss of her great-grandfather in the 1919 flu pandemic.She's been a huge part in the story of Virustatic for years, and is now branching into her own field, founding The Daughters of Mars.Join us to explore how Lucy is pioneering her family's scientific research for a new age, the emotional reality of your parents' legacy, and what it's like to go solo from your family's firm!

In this compelling episode of the 95 Podcast, Dale Sellers sits down with Amy Anderson of The Unstuck Group to discuss critical topics facing church leaders today. Fresh from leading The Unstuck Group through the unexpected loss of founder Tony Morgan, Amy shares profound insights on succession planning, navigating grief while leading, and the importance of knowing when to pass the torch. The conversation explores the church life cycle, metrics that matter for sustained health, and the exciting resurgence of spiritually hungry young adults returning to church. Amy offers practical wisdom on how pastors can focus on what only they can do, build leadership benches, and position their churches to reach the next generation effectively.Show Notes: https://95network.org/95podcast-322-summary-succession-planning-church-health-leading-through-transition-reaching-the-next-generation-w-amy-anderson-episode-322/Key Points In BriefAmy's Journey: 35 years of marriage, three grown kids, six grandchildren on the way; started in corporate (3M, Amation), transitioned to church ministry for 12-13 years, now 11 years with The Unstuck Group working with 250+ churchesCore vs. Defend vs. Discuss Beliefs: Churches share common core beliefs worth dying for; defend beliefs (like women in leadership, Calvinism vs. Arminianism) we'll defend but shouldn't let divide; discuss beliefs (age of earth) are open conversationsLeading Through Loss: After Tony Morgan's sudden death in fall 2024, Amy led The Unstuck Group through grief while experiencing their biggest year of service; team-based leadership and lack of weekly "52 events" helped manage the weightSuccession Planning Essentials: Best time to plan is during the high point, not the decline; requires 2-3 year transition across three lanes—teaching/preaching, board leadership, and staff leadership; pastors often stay too longChurch Life Cycle Reality: Every church goes through a life cycle; the key is recognizing where you are and reinventing at sustained health to avoid decline; metrics tell the story before attendance and finances show problemsMaintenance Phase Warning: When you're more worried about keeping people happy than moving mission forward, you're in maintenance; false happiness comes from good attendance/finances while momentum is actually slippingLead Indicators to Watch: Percentage of people serving, new people in database, kids check-ins, and baptisms—these decline before overall attendance, giving early warning signsFuture Pastor Shortage: Over 100,000 pastors expected to transition in next 10 years; seminaries aren't producing enough replacements; churches must build leadership benches and create residency programs to raise up future leadersWhat Lead Pastors Must Do: Cast vision, be spiritual leader/teacher, champion where church is going—but don't have to do everything; surround with team that complements weaknessesTwo Essential Strategies: (1) Effective weekend service reaching new people—the primary entry point; (2) Clear discipleship pathway with simple steps: serving (spiritual gifts), community (finding 3 friends), generosityExciting Trend: Spiritual temperature is rising; Gen Z and 28-40 year olds (with and without kids) are finding their way to church, spiritually hungry—not returners but new seekers trying out faithHope for the Future: While some churches will close (the "clubs" not on mission), there's a strong army of mission-focused churches making tough decisions, refining strategies, and Support the show

This episode of Start With a Win is a no-nonsense wake-up call for leaders who refuse to drift into the future unprepared. Adam frames a bold close to 2025 and a decisive launch into 2026, he blends hard data, lived experience, and unfiltered conviction to challenge how leadership is actually practiced when the pressure is real. It's not motivational fluff or distant theory - it's a sharp, energizing look at what separates those who gain momentum from those who get left behind. If you're ready for a candid, high-octane perspective that will make you reassess how you lead, work, and show up when it counts, this is an episode you'll want to hear all the way through and even need to re-watch!⚡️FREE RESOURCE:

The AG Show dives into how red meat and dairy are being pushed in the Let's Eat Balanced campaign - and we take a closer look at whether all that marketing magic could actually give milk prices a boost.We're also asking one of farming's biggest questions: how on earth do you pass a farm on to the next generation? This episode kicks off the first of our two‑parter on the sometimes‑messy, always‑important world of succession planning.And finally… tissues at the ready. As we say goodbye to presenter Tom, we send him off with a proper brain‑bender: cattle genetics. Naturally, he's calling in the F.I.E.L.D. Agents for backup — because let's be honest, even the acronyms need decoding.SOME USEFUL BITSLet's Eat Balanced marks five years of success supporting British farming | AHDBSuccession planning | AHDBEBVs and indexes for suckler herds | AHDBEnviroBeef | AHDBGET IN TOUCHCharlotte and Hannah would love to hear what you think! Got feedback, stories, or ideas for future episodes? Drop them a message at agshow@ahdb.org.uk.Sign up to the AHDB Preference Centre so that you can:Easily update your preferences and contact informationGet information on the latest AHDB events, webinars, market insights and moreReceive important updates such as disease alerts

In this episode of the Lume Plotters, hosts Ralf and Marton reflect on the evolution of their podcast and delve into the complexities of succession planning in the watch industry. They discuss the importance of brand identity, particularly when a founder retires, and how this impacts the future of luxury watch brands. The episode features an insightful interview with Robert Bailey from Laurent Ferrier, exploring the brand's legacy and future direction. The hosts also share personal anecdotes about their watch collections, highlighting the emotional connection and challenges of being a watch enthusiast.Timestamps:00:00 Welcome to the Lume Plotters14:36 The Challenge of Succession in Watch Brands19:33 The Evolution of Watch Brands24:38 Succession Planning in Watchmaking32:40 Brand Identity and Leadership Changes39:03 The Future of Laurent Ferrier42:17 Interview with Robert BaileyGive us a follow, and feel free to reach out to us on Instagram: @lumeplottersOr… leave us an audio comment using the link below, and we may just play it in an upcoming episode: https://www.speakpipe.com/lumeplotters

Sisterhood is a superpower. Once Olivia and Tanyka Davson understood each other as both siblings and as professionals, the foundations were laid for them to finally go all-in with Cubbi.Their business was born out of personal experiences in motherhood, which places family values at the heart of their business before it's even taken its first steps.So join us for a look at how these Co-Founders took the leap together, why their dynamic is far different from any normal Co-Founder duo, and the bright future ahead for Cubbi!

In this episode, Ray Sclafani dives into the concept of transfers of trust and how advisory firms can design client confidence beyond a single advisor. As firms scale, trust often remains concentrated around the founder or lead advisor, creating fragility and limiting growth. Ray explains how high-performing teams transition to shared advisory models, where multiple advisors and specialists collectively deliver advice, creating enduring client confidence, stability, and enterprise value.You'll learn practical strategies to expand trust externally to clients, introduce advisors effectively, and build a team-centered approach that strengthens relationships and supports long-term growth.Key Takeaways Trust often concentrates around one advisor, which can make growth fragile.External transfers of trust occur when clients expand confidence from one advisor to the broader team.Internal transfers of trust involve founders delegating authority, credibility, and leadership to the next generation.Shared advisory models create client experiences that feel stable and enduring, rather than dependent on one person.Designing trust intentionally improves client retention, referrals, and long-term firm stability.Questions Financial Advisors Often AskQ: What is a transfer of trust? A: Transfers of trust describe the process of moving client confidence from a single advisor to the broader advisory team. It ensures the client experiences multiple advisors as capable, credible, and worthy of trust.Q: Why is it important to transfer trust beyond the lead advisor? A: When trust is concentrated with one person, the firm is vulnerable. Expanding trust to the team creates stability, scale, and endurance, ensuring clients continue to feel supported even if the lead advisor is unavailable.Q: How do high-performing advisory teams expand trust? A: They operate as interdependent ensembles, with distinct roles such as lead advisor, planning specialist, investment partner, and relationship manager. Each advisor contributes advice and expertise, allowing clients to experience the team's credibility collectively.Q: How can advisors identify which clients need more exposure to the team? A: Advisors can categorize clients into advocates, engaged clients, and at-risk clients. Advocates can help reinforce the team's credibility, engaged clients adapt naturally to new advisors, and at-risk clients may need more time and attention for trust to expand.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.

The founder of one of the fastest-growing private companies in Washington shares her story of how she created this audio visual production company in her garage, her worst event horror story, and how she thought about succession planning as she sold her company last year. Niki McKay has over 20 years experience running large scale events around the world including clients like Macklemore, Alaska Airlines, and more. In this episode Rachel and Niki also discuss the price gouging happening in the industry due to a monopoly, and what needs to be done about it.All of this and your top local business news stories!Top Stories:1. Inside the audio visual production industry2. Publisher of Seattle Times passes the torch to his son3. Seattle Ferries: wi-fi coming, new ferries, and ferries for sale!4. Ross is closing its downtown locationAbout guest Niki McKay - Founder & former CEO of Blue Danube Productions:Niki started her company in 2007 in her garage. She has successfully ran Blue Danube Productions until she sold it late last year. Blue Danube was recognized as the #1 fastest-growing woman-owned companies in the state in 2023 and again this year. It was also ranked ranked the second fastest-growing private company in the state by the Puget Sound Business Journal in 2023.About host Rachel Horgan:Rachel is an independent event producer, emcee and entrepreneur. She worked for the Business Journal for 5 years as their Director of Events interviewing business leaders on stage before launching the weekly podcast. She earned her communication degree from the University of San Diego.Contact:Email: info@theweeklyseattle.comInstagram: @theweeklyseattleWebsite: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.theweeklyseattle.com

As AI accelerates across recruiting, the firms pulling ahead aren't chasing tools—they're doubling down on relationships. In this Industry Spotlight, Kortney Harmon sits down with Tom Wilson, Partner at Buffkin/Baker, to unpack what actually keeps recruiting leaders relevant as automation, speed, and expectations continue to rise.The conversation explores how client and candidate expectations have shifted across industries, where AI creates real leverage, and why human judgment, context, and trust remain irreplaceable. Rather than focusing on tactics, Tom offers a leadership perspective on building relevance, consistency, and long-term value in a rapidly changing talent market.Key insights you can't miss: • Why relationships—not speed or tools—remain the real competitive advantage • How recruiting strategies must adapt across industries and market cycles • Where AI adds efficiency and where human judgment still matters most • What advisory-led recruiting looks like in a changing talent economy______________________Follow Tom Wilson on LinkedIn: LinkedIn | Tom WilsonFollow Crelate on LinkedIn: CrelateWant to learn more about Crelate? Book a demo hereSubscribe to our newsletter: https://www.crelate.com/blog/full-desk-experience

Tyson Ray is the CEO and Founding Partner of FORM Wealth Advisors, an independent practice with a holistic, relationship-based approach to financial planning. We sat down with Tyson to tap into his expertise in exit and succession planning for advisors, and discuss his forthcoming book, Total Succession: 5 Steps for Financial Advisors to Exit Confidently, Be Fully Compensated, and Keep Clients' Interests First.

When a longtime CEO steps down, it's not just a change in leadership—it's a shift in the organization's heartbeat. After 40 years of service, Williams faced exactly that moment: a legacy to honor, a culture to protect, and a future to build. But how do you preserve stability while ushering in transformation? In this episode, Debbie Pickle, Senior Vice President and Chief Human Resource Officer at Williams, talks about orchestrating a seamless CEO succession  after long tenures and the CHRO's pivotal role in managing the culture, priorities, and structure during these executive transitions. She walks through creating a CEO Resource Guide, using tools like Hogan Assessments, 360 feedback, and development plans to prepare candidates, and crafting a thoughtful 30–60–90-day plan for the incoming CEO. Debbie also shares how Williams redefined its core values and replaced its mission and vision with a purpose statement, all while aligning the board of directors through strong governance principles like "noses in, fingers out." CHROs will learn all tips into managing leadership transitions through feedback loop, the importance of continuous learning during change, and how to become a true strategic partner and CEO whisperer in the organization. You'll learn how to guide your company through its next defining leadership chapter and balance what's changing vs. what's staying the same.   ---------- Start your day with the world's top leaders by joining thousands of others at Great Leadership on Substack. Just enter your email: ⁠⁠https://greatleadership.substack.com/ Future-ready organizations are built, not hoped for. My latest book, -The 8 Laws of Employee Experience shows how. Preorder here: 8EXlaws.com

Trey Morgan and Derek Copeland of Sentinel Grove Partners pull back the curtain on the high-stakes world of restaurant real estate and private equity. The trio explores the critical importance of the landlord-tenant relationship, viewing it as a long-term partnership rather than a mere transaction, and discusses the shift toward a "landlord's market" in high-growth regions like the Sunbelt. Beyond the numbers, Trey and Derek emphasize that successful investing is about "betting the jockey, not the horse," highlighting how exceptional leadership, staff retention, and clear succession planning are the true indicators of a concept's longevity in an unpredictable economy.10 Key Takeaways Interview Your Landlord: A lease is only as good as the people behind it. Talk to existing tenants to see how the landlord handles crises before signing. Bet the Jockey, Not the Horse: A great concept (the horse) will fail with a poor operator, but a great operator (the jockey) can pivot and save a concept during a "black swan" event like COVID-19. The "Disproportionate" Equity Model: A popular funding structure involves paying investors back 100% of their capital first; once de-risked, the profit split shifts in favor of the operator. Staff Longevity as a Metric: High retention (e.g., staff staying 20+ years) is the ultimate green flag for investors, signaling a healthy culture and operational stability. The "Landlord's Market": In high-growth areas like the Southeast, low vacancy and high demand mean rents are spiking, requiring operators to be faster and more prepared during negotiations. Banking is still Face-to-Face: Despite digital trends, walking into a branch and looking a lender in the eye is still the best way to secure capital for a restaurant. The Rule of Three Banks: Operators should maintain 2–3 banking relationships, as individual banks may lose their "appetite" for the restaurant sector depending on the economic cycle. Inflation Beyond Rent: It's not just the base rent; skyrocketing "Triple Net" (NNN) costs—taxes, insurance, and maintenance—are the biggest current headwinds for operators. Succession Planning is Mandatory: Investors need to know what happens if the founder "gets hit by a bus." A business that can't run without its owner is a risky investment. Tenant Mix Matters: Successful real estate development requires a balance; too many restaurants in one center creates parking "cannibalization," hurting everyone's sales.

Ditch the beige and step into a world where bold color, real storytelling, and cultural pride take center stage. In this long-awaited episode, Michelle shares her design trend predictions for 2026, breaking down how you'll see them explode across pop culture, fashion, IRL gatherings, print, and beyond. Plus, gain insights on how to notice these trends all around you in the New Year! ------------------------ In today's episode, we cover the following: Trend #1: Star Spangled Spanglish and Vibrant Maxim Multiculturalism Trend #2: Medieval Romanesque Revival Trend #3: Community Curator & the Niche Retreat, aka the Fourth Space Trend #4: New Wave Entrepreneurship of The Unsexy Biz Dos and donts for branding in 2026 ---------------------- RESOURCES: Read the Design Trend Predictions 2026 blog Episode 231: Styled to Lead: The Intersection of Aesthetic and Authority Episode 201: Building a Global Brand with Shay Bacani Episode 234: Succession Planning and Branding with Lauren Goldstein Episode 235: Concierge Branding & Community Building with FRG Real Estate Episode 233: Why In-Person Client Meetings Matter Episode 229: Why Your Rebrand Deserves a Launch Party Episode 198: Marketing without Social Media Episode 202: Creating DIML & Case Study Content Step-by-Step Guide ----------------------- WORK WITH MKW CREATIVE CO.   Connect on social with Michelle at: Kiss My Aesthetic Facebook Group Instagram Tik Tok ----------------------- Did you know that the fuel of the POD and the KMA Team runs on coffee? ;) If you love the content shared in the KMA podcast, you're welcome to invite us to a cup of coffee any time - Buy Me a Coffee! ----------------------- This episode is brought to you by Zencastr. Create high quality video and audio content. Get your first two weeks free at https://zencastr.com/?via=kma . ----------------------- This episode of the Kiss My Aesthetic Podcast is brought to you by Audible. Get your first month free at www.audible.com/kma.   This episode was edited by Berta Wired Theme music by: Eliza Rosevera and Nathan Menard

Richard Grove is the third-generation leader behind Wall Control, a renowned American manufacturer specializing in wall organization systems. With a background in mechanical engineering and experience at the Department of Defense, Richard returned to his family business to help scale it from a small tool and die shop into a household name across e-commerce, retail, and television. He is also a consultant, helping other small businesses improve operations, build strategic partnerships, and strengthen their digital presence. Richard's journey exemplifies the challenges and rewards of leading a multi-generational family business into the future.SHOW SUMMARYIn this episode, Jonathan Goldhill welcomes back Richard Grove, the third-generation face behind Wall Control. Richard shares his journey of transforming a family tool and die shop into a leading brand in wall organization, traversing e-commerce, retail, and television. They delve into the uncomfortable truths that every family business must confront to survive and prosper, as highlighted in Goldhill's ebook, 'The Family Business Trap, 11 Uncomfortable Truths that Will Save Your Business and Your Relationships.' Through personal anecdotes, Richard talks about family dynamics, succession planning, role definition, and the importance of open communication and strategic governance in family-run enterprises. The episode provides invaluable insights and practical advice for navigating the complex terrain of family businesses.KEY TAKEAWAYSOpen, honest communication is the foundation for healthy family businesses.Fake harmony can hide misalignment—address issues before they become problems.Clearly defined roles and responsibilities prevent confusion and crisis.Leadership in family business must be earned, not assigned by entitlement.Regular meetings and shared workspaces foster better collaboration and understanding.Succession planning and transparency are essential for long-term success.Every family and business is unique—adapt best practices to your situation.QUOTES“Just because no one's fighting doesn't mean you're aligned. Fake harmony kills real progress.”“If you want to talk more, why don't you be together more?”“Entitlement doesn't make you a leader—you have to earn that.”“Don't ruin your family for your business. You only get one family, but you can always start another business.”“Without structure, you're running on assumptions, and assumptions implode under pressure.”“Communication is the single best practice that cuts through all these uncomfortable truths.”Connect and learn more about Richard Grove.https://www.linkedin.com/in/richard-grove-wall-control/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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Running a business isn't just about strategy — it's about resilience, purpose, and having a strong enough why to carry you through the hard seasons. In this episode of Growth Amplifiers, Kenny reconnects with Kimberly Erick, founder of Home Time Business Services, for a powerful and personal conversation about entrepreneurship, faith, setbacks, and building a business that truly supports your life — not consumes it. Kimberly opens up about major life and business transitions, including relocating her company, selling a trucking business, navigating tax season with a virtual team, and losing her mother — all while continuing to serve her clients. Together, they unpack what it really takes to stay fueled as an entrepreneur when life doesn't go according to plan. This episode is especially relevant for small business owners, independent contractors, and entrepreneurs who want to build a sustainable business, reduce unnecessary tax burdens, and align their work with a higher purpose.

CEO turnover is accelerating—so how are boards, leaders, and search firms adapting while maintaining the judgment that high-stakes decisions demand? In this Industry Spotlight, host Kortney Harmon sits down with Lynne Murphy-Rivera, Managing Director of the Americas at AESC, to unpack how AI, demographic shifts, and rising performance expectations are reshaping the future of executive search. Lynne shares on-the-ground insights from global member firms, revealing how today's volatility is redefining leadership, governance, and the work of retained search.Key insights you can't miss:• Why CEO transitions are at an all-time high—and why boards expect results faster• How AI is transforming research, oversight, and the need for clearer judgment• What a five-generation workforce means for leadership pipelines and succession• How “chaos moments” at the top create strategic opportunities for retained search firmsThis episode shows how executive search can lead through uncertainty by combining AI-driven efficiency with the human judgment that defines great leadership advisory. Tune in and discover how executive search is not just keeping pace with change, but helping shape the future of strategic leadership.________________Follow Lynne M LinkedIn: LinkedIn: LynneAESC Website: https://www.aesc.org/Follow Crelate on LinkedIn: CrelateWant to learn more about Crelate? Book a demo hereSubscribe to our newsletter: The Full Desk Experience

What happens when entrepreneurial success results in a web of investments, assets, and stories that grew too complex for any one person to manage? This episode of The Angel Next Door Podcast dives into the often-overlooked challenges of building and preserving a family legacy while maintaining clarity and order for generations to come.Our guest, Josh Kanter, brings firsthand experience from growing up as the son of a legendary tax lawyer and later managing his family's highly intricate financial affairs. His journey through the legal, venture, and family office worlds inspired him to create Leaf Planner—a tool designed to help families and entrepreneurs untangle their personal and financial complexities.Listeners will gain a high-level playbook for managing investments, capturing important family stories, and laying the groundwork for true multi-generational success. Josh Kanter and Marcia Dawood offer practical steps and compelling anecdotes, making this a must-listen for anyone looking to streamline their legacy and protect what really matters. To get the latest from Josh Kanter, you can follow him below!https://www.linkedin.com/in/joshua-kanter/https://leafplanner.com Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comDo Good While Doing WellLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/Pinterest: https://www.pinterest.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

In this episode of Alliance Insights, Tyler Jensen, President of Top Performance Group, breaks down the powerful ways business owners can use life insurance to protect their companies, employees, and long-term legacy. From key person insurance and buy-sell agreements to cash value accumulation, loan collateralization, and executive bonus plans, Tyler explains how life insurance becomes a strategic financial tool, not just personal protection. Through real-world stories and step-by-step examples, you'll learn how life insurance supports business continuity, safeguards revenue, funds succession plans, retains top talent, and strengthens financial stability. Whether you advise business owners or run a company yourself, this session gives you the clarity and confidence to use life insurance as a powerful planning resource. Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advantage at every career stage, positioning our participants and their clients for confidence and success.

This episode features a rare and powerful perspective: what it takes to lead one of agriculture's most respected family-owned companies — when you're not part of the family name.We sit down with Tom Mangan, Sukup Manufacturing's incoming CEO and the first non-family executive to hold the role in the company's history. Tom's background spans Fareway Stores, Endicott Clay Products, Deloitte Tax, and, since 2020, serving as Sukup's CFO. Beginning in October 2025, he'll step into the CEO role with Hank Norem transitioning back into the CFO seat to support the change.Tom shares his journey from Iowa State accounting major and CPA to guiding one of ag's most innovative, global, family-rooted brands. We explore the challenges and advantages of stepping into leadership in a multi-generational family company — from building trust, honoring legacy, and collaborating with family stakeholders to introducing new systems, tech, and approaches.Listeners will gain insight into how non-family leaders can thrive in family-owned operations, how to create alignment across teams, and how to balance culture, performance, and long-term vision. Tom breaks down his collaborative leadership philosophy, the lessons he's learned, and the strategies he believes matter for both large manufacturers and family farms alike. Want Farm4Profit Merch? Custom order your favorite items today!https://farmfocused.com/farm-4profit/ Don't forget to like the podcast on all platforms and leave a review where ever you listen! Website: www.Farm4Profit.comShareable episode link: https://intro-to-farm4profit.simplecast.comEmail address: Farm4profitllc@gmail.comCall/Text: 515.207.9640Subscribe to YouTube: https://www.youtube.com/channel/UCSR8c1BrCjNDDI_Acku5XqwFollow us on TikTok: https://www.tiktok.com/@farm4profitllc Connect with us on Facebook: https://www.facebook.com/Farm4ProfitLLC/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Message us!Join Whitley Penn's healthcare leaders as they recap key takeaways from our recent Dallas Healthcare Conference. In this episode, we dive into the biggest challenges facing the industry, workforce shortages, AI adoption and security, compliance crackdowns, and succession planning for private practices. Learn how these trends will shape healthcare in 2026 and what you can do to stay ahead. Read Jolee's white paper now: https://www.whitleypenn.com/healthcare-fraud-takedown-2025-gated/Highlighted Topics: - Key insights from panels on revenue cycle management, compliance, and leadership trends- Top Industry Challenges for 2026- Compliance & AI ImpactFill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Cheryl McKissack Daniel. Topic: Legacy, resilience, and entrepreneurship of the McKissack family, as detailed in the book The Black Family Who Built America. Cheryl shares the powerful story of her family's 230-year legacy in architecture and construction, making McKissack & McKissack the oldest minority woman-owned professional design and construction firm in the U.S. The conversation explores themes of generational resilience, Black excellence, business strategy, and personal growth.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Cheryl McKissack Daniel. Topic: Legacy, resilience, and entrepreneurship of the McKissack family, as detailed in the book The Black Family Who Built America. Cheryl shares the powerful story of her family's 230-year legacy in architecture and construction, making McKissack & McKissack the oldest minority woman-owned professional design and construction firm in the U.S. The conversation explores themes of generational resilience, Black excellence, business strategy, and personal growth.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Cheryl McKissack Daniel. Topic: Legacy, resilience, and entrepreneurship of the McKissack family, as detailed in the book The Black Family Who Built America. Cheryl shares the powerful story of her family's 230-year legacy in architecture and construction, making McKissack & McKissack the oldest minority woman-owned professional design and construction firm in the U.S. The conversation explores themes of generational resilience, Black excellence, business strategy, and personal growth.

In this episode, Ray explores one of the most overlooked leadership disciplines in advisory firms: off-boarding with intention, respect, and alignment. While most teams invest heavily in creating world-class onboarding experiences, few bring the same rigor to the moment when a team member exits. Ray shares why offboarding is not about correcting failure—it's about stewardship. When leaders navigate departures with clarity, dignity, and structure, they strengthen the culture, protect client relationships, and create space for the team to evolve.Through a candid example from his own team, Ray demonstrates how mutual clarity, co-creation, and a disciplined framework can turn a transition into an empowering moment for both the departing individual and the organization. He also walks through a seven-part offboarding framework inspired by SHRM best practices and years of coaching elite advisory firms, offering a practical blueprint firms can use to elevate their own internal processes.Ray closes with coaching questions leaders can use to refine hiring, strengthen feedback loops, and ensure that offboarding reinforces, not erodes, the culture they've worked hard to build.Key TakeawaysOffboarding is about stewardship, respect, and protecting your culture.Fit and alignment matter as much as skills.Clear, honest communication prevents surprises during transitions.Use a structured offboarding framework to stay consistent and professional.How you handle goodbyes shapes your culture just as much as onboarding.For more information click here to visit the Best in the Business Blog.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

In this episode of The Steward Chair, Christy Kovac, President and CEO of Sheridan Construction, shares her journey of intentional, purpose-driven leadership, exploring how stewardship, employee ownership, and community impact drive meaningful, long-term success. We discuss the importance of intentional succession planning, celebrating employee contributions to strengthen engagement, and building trust with clients to support lasting relationships—providing actionable takeaways for leaders committed to stewardship, integrity, and creating a thriving legacy. Stay tuned to Key Takeaways The importance of intentional succession planning to ensure long-term organizational success. How celebrating employee contributions and fostering ownership strengthens engagement and culture. Why building trust and prioritizing community impact creates lasting relationships and a meaningful legacy. Resources Mentioned Visit https://www.sheridanconstruction.com/ Follow Shane on LinkedIn at https://www.linkedin.com/in/christy-kovac-ab801411/ Follow Jackson Healthcare on social media at: LinkedIn: https://www.linkedin.com/company/sheridanconstruction/ Twitter / X: https://x.com/SheridanCo1947 Instagram: https://www.instagram.com/sheridanco1947/ Join the ConversationThe Steward Chair is about equipping and inspiring business leaders to build organizations that stand the test of time. If this episode resonated with you, share your biggest takeaway and tag us on LinkedIn: Chat With Leaders Media https://www.linkedin.com/company/chatwithleaders/ and End of the Line Productions https://www.linkedin.com/company/end-of-the-line-productions/. Elevate your podcast, company meeting, or industry event strategies to better engage stakeholders and drive meaningful growth! Visit ChatWithLeaders.com to learn more about how we can help.See omnystudio.com/listener for privacy information.

This conversation covers:-Why M&A activity has accelerated in 2025 - and why 2026 may be even bigger.-The growing appeal of dual monetization for advisors who want flexibility.-Why partial sales can limit control and create long-term complications.-How technology, data quality, and operational readiness drive your valuation.-The emotional side of selling - and why so many deals stall late in the process.-Why larger platforms often offer deeper buyer pools and stronger financing options.-What advisors should start updating now to strengthen a future exit.Whether you're planning to sell soon, exploring a transition, or simply trying to position your practice for the next phase, this episode delivers clear guidance, real-world examples, and forward-looking insights to help you make informed decisions.Tune in and prepare your practice for what's ahead in 2026 and beyond.Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorssuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

Today we're joined by James (Jim) Eggleston, founding partner of Eggleston King Davis, an agricultural and commercial real estate law expert with offices in Texas and California. Jim specializes in farmland transactions, partitions, entity structuring, asset protection, private equity financing, and complex mediations — all areas that directly impact farmers, ranchers, and multigenerational family operations.Jim shares how he got started in real estate law, what drew him into agriculture, and how his experience shaped the launch of his firm. Throughout the episode, we explore the world of agricultural real estate and what makes it dramatically different from standard real estate — from zoning and water rights to mineral rights, easements, conservation programs, and estate structures that protect family assets.We dive into the most common mistakes farmers make in land deals, including red flags in purchase agreements, title issues, unclear access easements, handshake agreements that go bad, and how the right contract language can prevent major financial and legal problems. Jim discusses best practices in leases, seller financing, buy/sell agreements, and entity formation, along with how farmers can use LLCs or family partnerships to protect land for future generations.This conversation also highlights the importance of having the right team of legal and financial advisors — including partners like Boa Safra — so farmers can grow smarter, reduce risk, and preserve their legacy.We wrap up with fun questions like Jim's favorite piece of land he's ever seen, what law he'd change for producers, and the career he'd pursue if he weren't an attorney.A practical, eye-opening episode for anyone owning, renting, purchasing, or planning for the future of farmland. Want Farm4Profit Merch? Custom order your favorite items today!https://farmfocused.com/farm-4profit/ Don't forget to like the podcast on all platforms and leave a review where ever you listen! Website: www.Farm4Profit.comShareable episode link: https://intro-to-farm4profit.simplecast.comEmail address: Farm4profitllc@gmail.comCall/Text: 515.207.9640Subscribe to YouTube: https://www.youtube.com/channel/UCSR8c1BrCjNDDI_Acku5XqwFollow us on TikTok: https://www.tiktok.com/@farm4profitllc Connect with us on Facebook: https://www.facebook.com/Farm4ProfitLLC/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mark Vincent shares some golden nuggets of wisdom about mentorship and the importance of asking for what you want in life. He kicks things off by reflecting on a key piece of advice from his dad: "If you ask, you might get; if you don't ask, you won't get." This sets the tone for a lively conversation where we dive deep into the value of mentorship, touching on how pivotal figures like his father and Bill Claufenstein shaped his journey. We explore how planting seeds of encouragement and care can lead to blossoming opportunities for the next generation. Plus, we chat about the art of process consulting and how it differs from traditional consulting, emphasizing collaboration and co-creation in problem-solving. So, grab your favorite drink, tune in, and let's unpack the power of mentorship and the magic of asking!Mark L. Vincent shares an insightful journey into the realms of mentorship and leadership, highlighting the importance of seeking help and guidance throughout one's career. He kicks things off with a humorous take on the classic question of advice, recalling how his father taught him the value of asking for what you want. This leads to a deep dive into the significance of mentorship in leadership roles, as he reflects on the influential figures in his life, particularly a mentor who believed in his potential and actively supported him. As he and Rev. Keith Haney engage in this conversation, the listener is reminded that mentorship isn't just about guidance; it's about investing in others' futures, fostering growth, and ensuring that the lessons learned are passed down to the next generation. They explore how these experiences shape one's leadership style and the impact of having a supportive network, ultimately encouraging listeners to consider their role in mentoring others and the legacy they leave behind.Takeaways: The best advice I've ever received is to always ask for what you want, because if you don't, you won't get anything at all! Mentorship plays a crucial role in leadership, as having someone to guide you can make a world of difference in your journey. A career in process consulting emerged from my passion for effective decision-making and group dynamics, blending social science with practical application. Listening, helping, and learning are the three core competencies of process consulting that drive transformative change and foster meaningful relationships. The importance of planning for both continuity and succession within organizations cannot be overstated, as they are interconnected and vital for long-term success. Future trends in consulting include an influx of gig workers and the impact of AI on traditional consulting roles, emphasizing the need for adaptability. Links referenced in this episode:marklvincent.comamazon.combarnesandnoble.com

The Bulletproof Dental Podcast Episode 415 HOSTS: Dr. Peter Boulden and Dr. Craig Spodak DESCRIPTION In this episode, Peter Boulden and Craig discuss the critical importance of succession planning for dentists, emphasizing that every dentist will eventually need to consider their exit strategy. They explore various pathways for transitioning out of practice, including selling outright, forming partnerships, or selling to private equity. The conversation highlights the significance of understanding practice value, the emotional aspects of selling, and common mistakes to avoid in the planning process. The hosts encourage proactive planning to maximize the value of a dental practice and ensure a smooth transition. TAKEAWAYS Succession planning is essential for all dentists. Timing is crucial in the succession planning process. The value of a practice is often tied to its goodwill and assets. Selling a practice without proper planning can lead to significant losses. Partnerships can provide a smoother transition and better value. Private equity can offer liquidity but comes with risks. Emotional states can cloud decision-making in practice transitions. Clear financial records are vital for successful transitions. Investing in practice growth can enhance future sale value. Planning for succession should start early in a dentist's career. CHAPTERS 00:00 The Importance of Succession Planning 03:39 Understanding Practice Value and Transition Risks 06:31 Exploring Exit Pathways for Dentists 10:21 The Partnership Path: A Long-Term Strategy 14:43 Private Equity: Pros and Cons 20:34 Navigating the Complexities of Selling to PE 27:46 Understanding Liquidity Events and Their Impact 30:18 Optimizing for Different Business Paths 32:52 Investing for Growth and Value Creation 35:24 Avoiding Common Mistakes in Dentistry 37:09 The Importance of Planning for the Future 43:36 Building Successful Partnerships in Dentistry 50:22 Final Thoughts and Future Endeavors REFERENCES Bulletproof Summit Bulletproof Mastermind  

Listen to a recap of the top stories of the day from 9to5Mac. 9to5Mac Daily is available on iTunes and Apple's Podcasts app, Stitcher, TuneIn, Google Play, or through our dedicated RSS feed for Overcast and other podcast players. Sponsored by CardPointers: The best way to maximize your credit card rewards. 9to5Mac Daily listeners can exclusively save 50% and get a $100 Savings Card.   New episodes of 9to5Mac Daily are recorded every weekday. Subscribe to our podcast in Apple Podcast or your favorite podcast player to guarantee new episodes are delivered as soon as they're available. Stories discussed in this episode: Tim Cook could step down as Apple CEO ‘as soon as next year' Apple has no plans to release a new Mac Pro anytime soon, report says Apple ex-COO Jeff Williams now officially retired iPhone Air 2: Here's what's actually going on Listen & Subscribe: Apple Podcasts Overcast RSS Spotify TuneIn Google Podcasts Subscribe to support Chance directly with 9to5Mac Daily Plus and unlock: Ad-free versions of every episode Bonus content Catch up on 9to5Mac Daily episodes! Don't miss out on our other daily podcasts: Quick Charge 9to5Toys Daily Share your thoughts! Drop us a line at happyhour@9to5mac.com. You can also rate us in Apple Podcasts or recommend us in Overcast to help more people discover the show.