8 episodes

The Family Money Podcast, hosted by Rick Thomas, is a broad-based discussion of challenges and opportunities faced by multi-generational family businesses. The podcast's goal is to provide valuable discussions that will help these businesses and others better navigate the often complex but significant legacies that multi-gen businesses can have on the owners, employees, and communities.

Family Money Podcast Rick Thomas

    • Business
    • 5.0 • 4 Ratings

The Family Money Podcast, hosted by Rick Thomas, is a broad-based discussion of challenges and opportunities faced by multi-generational family businesses. The podcast's goal is to provide valuable discussions that will help these businesses and others better navigate the often complex but significant legacies that multi-gen businesses can have on the owners, employees, and communities.

    Season 1 Highlights and Recap with Brandon Laws

    Season 1 Highlights and Recap with Brandon Laws

    In this season one finale, Rick Thomas brings on Family Money Podcast producer, Brandon Laws, to recap season one and highlight key segments from each episode. 
     
    Sponsors: First Generation Advisors & First Generation Financial

    • 38 min
    K-Curve Case Study with Branko Culo

    K-Curve Case Study with Branko Culo

    In this episode of the Family Money Podcast, Rick Thomas chats with Branko Culo, of Express Professional Employers and Specialized Recruiting Group franchises in Edmonton, Alberta. You'll hear how Branko's business adapted to the pandemic and how they're planning for the future. 
    Sponsors: First Generation Advisors & First Generation Financial

    • 40 min
    Taylor Gentry on What Drives the Most Value in Business Transactions

    Taylor Gentry on What Drives the Most Value in Business Transactions

    In this episode, you'll hear from Taylor Gentry of Endeavor Capital, a private equity firm in Portland, Oregon. Taylor shares valuation drivers that lead to successful exits in the SMB space. And for those contemplating exits from their business, or perhaps going through it currently, this is an informative discussion on what buyers are truly looking for and what drives value, and how the business operates within its market.
    Links/Resources:
    Endeavour Capital Connect with Taylor Gentry on LinkedIn  
    Sponsors: First Generation Advisors & First Generation Financial

    • 47 min
    K-Curve Case Study with Founder of Lark and Fir Realty Chylese Austin on Growing During the Pandemic

    K-Curve Case Study with Founder of Lark and Fir Realty Chylese Austin on Growing During the Pandemic

    Where some businesses struggled during the pandemic, Chylese Austin and Lark and Fir Realty grew from one broker to 12 during the pandemic. How did she and her team do it? Hear how in this exclusive K-Curve Case Study with Chylese Austin.
    Resources/Links Mentioned in this episode:
    The K-Curve and the Value of Frameworks Lark + Fir Realty Sponsors: First Generation Advisors & First Generation Financial

    • 41 min
    K-Curve Case Study: Gary Mortensen of Stoller Wine Group on overcoming obstacles during the pandemic

    K-Curve Case Study: Gary Mortensen of Stoller Wine Group on overcoming obstacles during the pandemic

    Very few leaders will experience the amount of adversity and business obstacles as Gary Mortensen, President of Stoller Wine Group, experienced in 2020/2021 during the pandemic. 
    In this exclusive K-curve case study, you'll hear how Gary and his team at Stoller Wine Group pivoted, invested in various parts of the business, and worked through challenge after challenge related to the pandemic and Oregon wildfires. 
    Resources/Links Mentioned in this episode:
    The K-Curve and the Value of Frameworks Stoller Wine Group Sponsors: First Generation Advisors & First Generation Financial

    • 55 min
    K-Curve Case Study: Aaron Crowley on Navigating the Pandemic

    K-Curve Case Study: Aaron Crowley on Navigating the Pandemic

    Like many businesses early in the pandemic, Aaron Crowley's granite and quartz business was hammered. But they navigated it and came out on top by adapting and changing with the market landscape.
    Don't miss this incredible K-curve case study with Aaron Crowley.
    Resources/Links Mentioned in this episode:
    The K-Curve and the Value of Frameworks Sponsors: First Generation Advisors & First Generation Financial

    • 44 min

Customer Reviews

5.0 out of 5
4 Ratings

4 Ratings

B Laws ,

Smart and Thought Provoking!

The three episodes released so far are fantastic! Love the case studies with business leaders. Love hearing their perspective on how to navigate this economic and health crisis. My favorite episode so far is "Your Relationship with Money." That's such a huge topic! I can't wait for more.