Never Go Against the Family UNI Family Business Center

Talking about money is hard. That’s why Foster Group is using philanthropy as a tool to break down barriers and have difficult financial conversations. In this episode, Ashlee Vieregger from Foster helps us understand this strategy. By the end of the podcast you’ll hopefully understand the critical conversations that you should be having within your family business and how to tap into resources like Foster Group to make a lasting impact.

Mentioned: Breaking Money Silence: How to Shatter Money Taboos, Talk More Openly about Finances, and Live a Richer Life by Kathleen Burns Kingsbury

Foster Group is a Founding Partner of the UNI Family Business Center.

While Matthew Cathy is a member of the Chick-fil-A dynasty, he also has found a way to follow his own path. Listen in to hear Dan and Matthew get into the evolution of the beloved restaurant chain and learn about Matthew's involvement with the family business.

Plus, this episode is a preview of a panel on January 18, 2024, where Matthew will talk more in-depth about balancing legacy and innovation in a family business. Click here to learn more about that session: https://tinyurl.com/4n4r6smh

The UNI FBC offers a variety of family business resources to help your business—and family—succeed for the long haul. Take your next steps for success at https://unifamilybusinesscenter.com.

Anne Smart is a former family business center director and has continued to support family-owned enterprises as an advisor at Generation6. Anne and Dan talk about well-performing family businesses and how Anne would advise families on the soft skills that are so important to a family business.

What does it mean to plan for a sale? What are the advantages in running a business like you're selling it? Andy Swanson and Maxwell Youngquist from RSM give a preview of this topic, which they'll do a deep-dive into at the UNI Family Business Conference on Nov. 2, 2023.

On this episode, Dan talks with Jerry Foster, the founder and former CEO of Foster Group in Des Moines. Jerry recently led a workshop for our legacy group about this concept of the third phase of life. What does retirement look like? How do you let go of a business you’ve worked hard to build? Keep listening as Dan and Jerry explore these questions.

We're thrilled to welcome Jane Blain Gilbertson and Sarah Gilbertson to the podcast! Jane is president, CEO and owner of the Blain's Farm & Fleet empire. Sarah, her daughter, is also in the business. The pair discuss their paths to joining the family business, the importance of a next generation, outside work experience and much more.

Listen in to learn more, and then register to hear from them directly at the 2023 Iowa Family Business Conference on Nov. 2, as they're providing the keynote presentation.