The Family Biz Show

Family Wealth and Legacy LLC
  • 5.0 (8)
  • ENTREPRENEURSHIP
The Family Biz Show Podcast

Join host Michael Palumbos and new guests every episode as they talk about everything from navigating family business transitions, wealth transition, business growth strategies, family conflict, leadership and team development and more. Don't forget to share your favorite episodes with others. Tag us with #thefamilybizshow! If you’re a family business or a family business consultant and want to be on the show, share your story and help other family businesses, send us an email to producer@thefamilybizshow.com or visit us at The Family Biz Show | Family Business Podcast With Michael Palumbos (familywealthandlegacy.com) to fill out our web form! Securities offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. Lincoln Financial Advisors is now Osaic FA, Inc. Any reference to Lincoln Financial within these files should be disregarded.

  1. MAY 24

    Ep. 104 Major Components of Family Business Exit Planning

    Episode 104 - Major Components of Family Business Exit Planning  John Leonetti*, from the International Exit Planning Association, joins us in this episode to discuss the importance of exit planning for family business owners. He shares his personal journey and the challenges he faced when trying to plan for the succession of his family business. John emphasizes the need for proactive planning and highlights the three components of exit planning: personal readiness, company readiness, and market timing. He also introduces the six-step process for exit planning, which includes goal setting, assessing financial and mental readiness, exploring exit options, valuations, and execution. Leonetti stresses the importance of starting the exit planning process early and seeking the guidance of experienced advisors. Make sure to share with others who might like this podcast!   -----  If you’re a family business or a family business consultant and want to be on the show, share your story and help other family businesses, send us an email to producer@thefamilybizshow.com or visit us at The Family Biz Show | Family Business Podcast With Michael Palumbos (familywealthandlegacy.com) to fill out our web form!  CRN-6617088-051024  Securities offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. Lincoln Financial Advisors is now Osaic FA, Inc.  Any reference to Lincoln Financial within these files should be disregarded.

    54 min

  2. MAY 10

    Ep 103. Pivoting from Private to Public in Family Business

    Episode 103 - Pivoting from Private to Public in Family Business Nisha Balwani shares her journey as a second-generation CEO in her family business,  RCI Technologies on this episode of The Family Biz Show. Nisha discusses the challenges and  successes of the succession process, including the importance of clear communication and  transparency, the need for patience and the value of bringing in outside expertise for exit planning and wealth management as well as the significance of being part of a CEO peer group  for support and guidance. The conversation covers topics such as balancing personal and  professional life, lessons from books, leadership lessons from Brene Brown's Dare to Lead, the  importance of work-life balance, and the CEO playbook. Make sure to share with others who  might like this podcast!  ----- If you’re a family business or a family business consultant and want to be on the show, share  your story and help other family businesses, send us an email to  producer@thefamilybizshow.com or visit us at The Family Biz Show | Family Business Podcast  With Michael Palumbos (familywealthandlegacy.com) to fill out our web form! CRN-6486683-031824 Securities offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. Lincoln Financial Advisors is now Osaic FA, Inc.  Any reference to Lincoln Financial within these files should be disregarded.

    1h 1m

  3. APR 17

    Ep 102. From Zero To Millions; Growth in Family Business

    Episode 102 – From Zero To Millions; Growth in Family Business  Matt McCauley* CEO of LogoBrands joins us on this episode of The Family Biz Show. He discusses his beginnings in the business, from starting in a garage to growing into a multi-million dollar company. He also doesn’t shy away from talking about the challenges of working with family members and the transition from father to son in the business. Matt also talks about the importance of licensing and expanding into new product categories, the significance of maintaining company culture and core values, as well as the role of faith in his business.     -----  If you’re a family business or a family business consultant and want to be on the show, share your story and help other family businesses, send us an email to producer@thefamilybizshow.com or visit us at The Family Biz Show | Family Business Podcast With Michael Palumbos (familywealthandlegacy.com) to fill out our web form!  CRN-6486634-031824  Securities offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. Lincoln Financial Advisors is now Osaic FA, Inc.  Any reference to Lincoln Financial within these files should be disregarded.

    1h 4m

  4. MAR 28

    Ep 101. Cobbler Nights & Continuity Plans

    Episode 101 – Cobbler Nights & Continuity Plans  Join us and guest Robin Hall President of VARC Solutions as we discussed the challenges and benefits of involving family members in the business, the importance of setting boundaries, and the process of growing the company and hiring employees. Robin also shares her insights on creating a business continuity plan, implementing dashboards and metrics, and the value of participating in business organizations like Vistage.     -----  If you’re a family business or a family business consultant and want to be on the show, share your story and help other family businesses, send us an email to producer@thefamilybizshow.com or visit us at The Family Biz Show | Family Business Podcast With Michael Palumbos (familywealthandlegacy.com) to fill out our web form!  CRN- 6486551-031824  Securities offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. Lincoln Financial Advisors is now Osaic FA, Inc.  Any reference to Lincoln Financial within these files should be disregarded.

    50 min

  5. MAR 14

    Ep 100. Resilience & Rhythm in Rochester Family Business

    Episode 100 - Resilience & Rhythm in Rochester Family Business  In this special 100th episode, Marc Iacona shares his journey in the family business, Simcona Electronics, and the evolution of the company from a distributor to a manufacturer. He discusses the challenges and growth of the business, as well as the transition from the first to the second generation. Marc also talks about the process of buying out his partners and becoming the sole owner of the company, the genesis of the Rochester Jazz Fest and how he manages both organizations. Don’t miss this one and share it with all who love our Roc City!  ----  If you’re a family business or a family business consultant and want to be on the show, share your story and help other family businesses, send us an email to producer@thefamilybizshow.com or visit us at The Family Biz Show | Family Business Podcast With Michael Palumbos (familywealthandlegacy.com) to fill out our web form!  CRN-6449354-030124  Securities offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. Lincoln Financial Advisors is now Osaic FA, Inc.  Any reference to Lincoln Financial within these files should be disregarded.

    1h 2m

  6. MAR 1

    Ep 99. Letting Go to Grow Your Family Business

    Episode 99. Letting Go to Grow Your Family Business In this episode, co-owner of CosmosCorp Derrik Kassebaum shares his unique story of entering the family business, the history of it and how “letting go” was what ultimately revolutionized his  business and his life. He also highlights the significance of having a clear core purpose and values in guiding the business, the importance of communication and humility and about the learning and growth opportunities in family business, emphasizing the impact of books like  'Good to Great' and 'How the Mighty Fall’ and the development of his book “He Will  Make a Way”. Don’t miss this inspiring episode to get an idea of how your company can make  positive change every single day – starting with you! Please consider sharing this episode with  other family business owners. ----- If you’re a family business or a family business consultant and want to be on the show, share  your story and help other family businesses, send us an email to  producer@thefamilybizshow.com or visit us at The Family Biz Show | Family Business Podcast  With Michael Palumbos (familywealthandlegacy.com) to fill out our web form! CRN-6205160-010824 Securities offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. Lincoln Financial Advisors is now Osaic FA, Inc.  Any reference to Lincoln Financial within these files should be disregarded.

    59 min

  7. FEB 15

    Ep 98. Adapting to Survive; How Businesses Can (and should) Utilize AI

    Ep 98. Adapting to Survive; How Businesses Can (and should) Utilize AI  In this episode, guest Anthony DeSimone of You’re The Expert Now talks about the use of AI, specifically ChatGPT, in family businesses. Anthony shares his background and journey to becoming an AI expert and they discuss the importance of AI in business and how family businesses can utilize ChatGPT to improve communication and productivity. They explore various use cases for ChatGPT, such as editing emails, generating social media content, and transcribing meetings and emphasize the need for businesses to embrace AI and stay ahead of the curve. Share this episode with EVERY family business owner you know!    -----  If you’re a family business or a family business consultant and want to be on the show, share your story and help other family businesses, send us an email to producer@thefamilybizshow.com or visit us at The Family Biz Show | Family Business Podcast With Michael Palumbos (familywealthandlegacy.com) to fill out our web form!  CRN-6205135-010824  Securities offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. Lincoln Financial Advisors is now Osaic FA, Inc.  Any reference to Lincoln Financial within these files should be disregarded.

    57 min

  8. JAN 29

    Ep 97. 200 Years of Sweet Treats and Survival in Family Business

    Episode 97. 200 Years of Sweet Treats and Survival in Family Business  In this episode, Janice Jucker of Three Brothers Bakery takes us on a fascinating journey, from the bakery's humble beginnings in Poland 200 years ago to its current status as a beloved Houston institution. She shares the inspiring story of her aunt Jenny, who saved her three brothers from the Nazis during World War II, and how these brothers later founded the bakery in Houston in 1949. We discuss the importance of understanding insurance policies and having proper coverage, as well as the need for cash reserves during a disaster. Janice shares her thoughts on the dynamics of family business succession plans, the search for retail space, and her top priorities for the next year. She highlights the importance of continuous learning and developing a strong business culture. Share this episode with those you know who might love any of these topics!    -----  If you’re a family business or a family business consultant and want to be on the show, share your story and help other family businesses, send us an email to producer@thefamilybizshow.com or visit us at The Family Biz Show | Family Business Podcast With Michael Palumbos (familywealthandlegacy.com) to fill out our web form!  CRN-6204746-010824  Securities offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. Lincoln Financial Advisors is now Osaic FA, Inc.  Any reference to Lincoln Financial within these files should be disregarded.

    1h 5m
See All (103)

Ratings & Reviews

5
out of 5
8 Ratings

About

Join host Michael Palumbos and new guests every episode as they talk about everything from navigating family business transitions, wealth transition, business growth strategies, family conflict, leadership and team development and more. Don't forget to share your favorite episodes with others. Tag us with #thefamilybizshow! If you’re a family business or a family business consultant and want to be on the show, share your story and help other family businesses, send us an email to producer@thefamilybizshow.com or visit us at The Family Biz Show | Family Business Podcast With Michael Palumbos (familywealthandlegacy.com) to fill out our web form! Securities offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. Lincoln Financial Advisors is now Osaic FA, Inc. Any reference to Lincoln Financial within these files should be disregarded.

Information

  • Creator
    Family Wealth and Legacy LLC
  • Years Active
    2020 - 2024
  • Episodes
    103
  • Rating
    Clean
  • Copyright
    Copyright The Family Biz Show © 2024 All rights reserved.
  • Show Website
    The Family Biz Show

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign in or sign up to follow shows, save episodes, and get the latest updates.
Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada