61 episodes

Join host Michael Palumbos and new guests every episode as they talk about everything from navigating family business transitions, business growth strategies, family conflict, leadership and team development and more. Catch episodes on Apple Podcasts and Spotify! Don't forget to share your favorite episodes with others. Tag us with #thefamilybizshow!

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Source: Family Enterprise USA. https://familyenterpriseusa.com/polling-and-research/
Disclaimer: The is not intended to be a substitute for professional investing advice. Always seek the advice of your financial adviser or other qualified financial service provider with any questions you may have regarding your investment planning.
Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth & Legacy, LLC is not an affiliate of Lincoln Financial Advisors Corp.

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.
CRN-3132401-061820

The Family Biz Show Michael Palumbos

    • Business
    • 5.0 • 7 Ratings

Join host Michael Palumbos and new guests every episode as they talk about everything from navigating family business transitions, business growth strategies, family conflict, leadership and team development and more. Catch episodes on Apple Podcasts and Spotify! Don't forget to share your favorite episodes with others. Tag us with #thefamilybizshow!

------------------------------

Source: Family Enterprise USA. https://familyenterpriseusa.com/polling-and-research/
Disclaimer: The is not intended to be a substitute for professional investing advice. Always seek the advice of your financial adviser or other qualified financial service provider with any questions you may have regarding your investment planning.
Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth & Legacy, LLC is not an affiliate of Lincoln Financial Advisors Corp.

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.
CRN-3132401-061820

    Ep 62. Over-Delivering & Delighting: Keeping Service at the Center of Family Business with Guest Fred Matt

    Ep 62. Over-Delivering & Delighting: Keeping Service at the Center of Family Business with Guest Fred Matt

    Ep 62 - Over-Delivering & Delighting: Keeping Service at the Center of Family Business 

    Join us as we talk to the founder of New York state’s oldest brewery (and the second oldest in the entire nation) Fred Matt of F.X Matt Brewing Company about the importance of discarding platitudes and truly delighting the customer to ensure your businesses longevity. 
     

    OUR GUEST 

    FRED MATT* 

    Fred Matt is the President and Chief Executive Officer of the F.X. Matt Brewing Company, the oldest Brewery in the State of New York, and second oldest Brewery in the United States.  Fred is the fourth generation of the Matt Family to serve the Company. As a key member of the management team, he has been successful in leading the Brewery into new areas of growth and the development of the Company brands. Instrumental in expanding the distributor network, Fred has successfully rebuilt the sales and marketing organization in order to support the growth of the Saranac brand and other new products. He also helped create the ‘Saranac Thursdays’ and ‘Saranac Concert Series’ held at the Brewery. These events have been the driving force in revitalizing the West Utica area of Varick and Court Streets and have helped attract new local businesses. Proceeds from the events help the local United Way. 

    In addition to his many contributions to the success of the Brewery, Fred serves on the Brewers Association Board of Directors, Co-chair of the Brewers Association’s Market Development Committee and Co-Chair of the Public Relations & Marketing Committee.  Fred also serves on the Beer Institute Board and as the President of the NYS Brewers Association Board. Fred is also Chairman of the Boilermaker Road Race.  

    In the past, Fred has served on the Governing Board of Excellus BlueCross BlueShield, the Regional Advisory Board, the Board of St. Elizabeth’s Hospital (Finance Chair), the United Way Board (campaign chair – raising $3.6M – the most money ever) and the Syracuse Chiefs Board of Directors.  

    Fred and his wife Carrie live in Clinton, NY and have three children. 

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    *not affiliated with Lincoln Financial Advisors Corp. 

    CRN-4859877-071922 

    Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth & Legacy, LLC is not an affiliate of Lincoln Financial Advisors Corp. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. 

    • 59 min
    Ep 61. How to Flourish as a Family Business with Guest Rachel Llanes

    Ep 61. How to Flourish as a Family Business with Guest Rachel Llanes

    Ep 61 - How to Flourish as a Family Business 

    Could there possibly be any common denominators between the family room, the board room and the war room? Founder of the Gardin Group Rachel Llanes* knows so!
    Listen into this episode of the Family Biz Show to learn about advanced leadership concepts family business owners need to know to help their companies flourish. 
     

    OUR GUEST 

    RACHEL LLANES*


    Rachel is the Founder and Lead Gardiner of The Gardin Group.  

    She helps leaders solve their people problems (e.g. disengagement, burnout, accountability, and communication issues). Rachel has her master’s in counseling and has developed and delivered training on peak performance, resilience, and leadership for a diverse array of organizations, from Fortune 50 companies to government agencies, the US military and beyond. Her vision and mission in life is to translate what science knows of human flourishing into non-psychobabble bottom line behaviors anyone can immediately start integrating into how they live, love and lead. For the past decade, she has guided, instructed and coached members of the armed forces, from commanding generals, to green berets, to postpartum soldiers. Today, most of her clients are C-suite executives committed to creating the best cultures possible for their people.   

    When she isn’t pouring through literature on leadership, Rachel can be found rappelling down the cliffs of Hawaii’s mountains, or diving deep beneath its shores with her Navy SEAL husband, Cody. He tries to keep up ;) 
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    *not affiliated with Lincoln Financial Advisors Corp. 

    CRN-4822667-062822 

    Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth & Legacy, LLC is not an affiliate of Lincoln Financial Advisors Corp. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. 

    • 1 hr 1 min
    Ep 60. Doing It Your Way – Advice for the Next Gen of Family Business Leaders with Guest Danielle Mercuri

    Ep 60. Doing It Your Way – Advice for the Next Gen of Family Business Leaders with Guest Danielle Mercuri

    Ep 60
    Doing It Your Way – Advice for the Next Gen of Family Business Leaders
    Listen in as we talk with Danielle Mercuri*, CEO of DD Hospitality Group and owner of Rise n Shine Diner & Loded in Syracuse, NY about how she inherited Rise n Shine from someone who wasn’t “blood family”, how she continues the original owner's legacy and yet makes it her own, plus sage advice for the next generation of family business owners that cannot be overlooked.
    OUR GUEST
    Danielle Mercuri*
    My business has not only turned me into the person I am today, but it has also allowed me to change others' lives along the process. As the restaurant and hospitality industry continue to dig deeper roots in my life, I am realizing that my goals are to connect people over great food every day.
    There’s a lot of history to be known in this place and we’ve come a long way in recent years, but here is the website version. All the way back in 2009, I lost my job and was unemployed for a year. I was going through one of the darkest times in my life; no money, three daughters to take care of and no idea of what was next. I prayed. I prayed for help. In that moment, and I do mean in that very moment, the phone rang…
    My stepfather, Tommy Rozzano, called about a position at The Rise N Shine Diner! A longtime friend of Tommy’s, Peter Henessey, needed a waitress full time and I CLEARLY needed a job.
    I clearly remember I couldn’t even find this diner! It was tucked behind a small Valvoline, with not much signage. I drove around a few times looking for the diner, and I almost gave up. Then, I saw this tiny, rundown building in the back. Pete, who I had never met, welcomed me right away and eventually became like an uncle to me. I was instantly drawn to helping Pete build his business and take care of our customers.
    I saw the potential in this tiny, little, off-the-beaten path diner and knew my future was in FOOD! He had owned many restaurants in his day and had been a great friend to many; but little did we know this diner would be his last stop.
    A few years down the road, Pete fell ill with leukemia and was told he didn’t have a lot of time to live. One day, he called me to his bedside at the hospital. Pete, having no family, felt that I was the right person for the job and asked me if I would take over the Diner. This was a great opportunity, and I was humbled, but I was also SCARED! I have never run my own business, but Pete reminded me that I was built for this!
    Initially I was determined to help Pete while he was in the hospital in hopes he would beat the sickness and come home…but he didn’t. A couple months later he died. I lost a friend, mentor and teacher, but what I gained was the ability to preserve and take on this Restaurant.
    In 2011 I began my new journey as a business owner. I couldn’t look back, only forward. My plan was to continue building this business, like Pete would have wanted. To RISE this business to its potential and SHINE!
    My mission is to share great tasting food and to make it memorable. We understand that food is a universal language; it brings people together from all walks of life and makes memories, long-lasting ones.
    You can follow me on Instagram and Facebook.
    Visit: www.risenshinediner.com & www.lodedsyr.com
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    CRN-4796085-061722
    *not affiliated with Lincoln Financial Advisors Corp.
    Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth & Legacy, LLC is not an affiliate of Lincoln Financial Advisors Corp. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circ

    • 47 min
    Ep 59. Business Transition & The Trust Factor with Guest Jon Spacher of Fee Brothers

    Ep 59. Business Transition & The Trust Factor with Guest Jon Spacher of Fee Brothers

    Ep. 59 Business Transition & The Trust Factor
    Listen in as we talk with 5th generation co-owner of Fee Brothers Jon Spacher* about the near-100 year long history of Fee Brothers, his transition from the insurance industry into the cocktail industry, and the necessity of trust when it comes to family business transitions.
    OUR GUEST
    Jon Spacher*
    Previous owner Ellen transferred ownership to Benn Fee Spacher and his brother Jon* in March 2020. Jonathan F Spacher* is the eldest son of Mary Fee Spacher, born May 1976 and a graduate of Penn State University with a degree in Insurance.  He spent 24 years working in the Insurance industry, ultimately becoming a regional president for a national insurance company.  In April 2021, Jon started at Fee Brothers as CEO.  Jon has a real knack for business and sales and a great enthusiasm for the cocktail industry.
    For many years, Fee Brothers was one of the last producers of Cocktail Bitters in the United States.  Once referred to as “The Noah’s Arc of Bitters,” they kept those products from going extinct before the great classic cocktail revival.  Fee Brothers continues to stretch and expand.  Their products have been shipped to every continent except Antarctica, which as of this writing, is lacking a known restaurant or bar.
    Could James, Owen, John, and Joseph ever have dreamed in the 1860’s what the future would hold?  Many years have passed since that little saloon/delicatessen was established in 1863.  The care that Fee Brothers puts into bottling their products and the concern for each and every customer’s needs carries the company into the future.  The Fee family takes pride in their company’s history by displaying this little verse:
    “The House of Fee by the Genesee
    Since eighteen hundred and sixty-three.”
     
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    CRN-4780063-060822
    *not affiliated with Lincoln Financial Advisors Corp.
    Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth & Legacy, LLC is not an affiliate of Lincoln Financial Advisors Corp. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

    • 56 min
    Ep 58. The Orchestra of Family Business with Guests Robert & Trevor Stevenson

    Ep 58. The Orchestra of Family Business with Guests Robert & Trevor Stevenson

    Ep 58 The Orchestra of Family Business 

    Listen in as we talk with father and son duo Robert & Trevor Stevenson* of Eastman Machine Company about the evolution of their business, the hard decisions they’ve had to make regarding family members over the years and the intriguing connection they have to a very famous person in history!


    OUR GUESTS

    Robert L Stevenson* 

    Robert L. Stevenson is CEO of Eastman Machine Company and the fourth generation of his family head the business. Eastman Machine Company is the world’s oldest manufacturer of fabric cutting machinery and has been located in Buffalo, New York since 1888.  The company sells worldwide and currently has customers in over 150 countries.  Eastman manufactures a range of fabric cutting and material handling machinery and sells into diverse markets that include aerospace, apparel, automotive, energy products, furniture, industrial textiles, marine, and recreational products.                                                                                          


    Mr. Stevenson is a 1969 graduate of St. Paul’s School and in 1973 he received a B.A. from Yale University.  Mr. Stevenson is also a 1975 graduate of the Harvard Business School certificate program.  Upon graduation from Yale, he joined Eastman Machine Company as a full time employee. During his tenure at Eastman, he has filled a variety of roles such as: Service Manager, VP of Manufacturing, Corporate Treasurer, and was named President in 1983.  
     
    In addition to his career at Eastman, Mr. Stevenson has served his community in a number of different capacities.  He has served as Chairman of the World Trade Center of Buffalo, and also Chairman of the Child and Family Services Foundation, (the oldest and largest the Board of Directors of social service organization in Buffalo).  He also serves on the boards of the United Way of Buffalo, InSyte Consulting and the New York Federal Reserve Advisory Board. He sits on the board of Medaille College where he had been chair from 1999-2006; and he has served as trustee of the Albright Knox Art Gallery, the Buffalo Red Cross, and the Elmwood Franklin School.  
     
    Mr. Stevenson is married and resides in Buffalo with his wife; they have six grown children and 11 grandchildren. 

    LinkedIn Profile


    Trevor Stevenson* 

    R. Trevor Stevenson is President of Eastman Machine Company, a family-owned and operated business since 1888. Born in Buffalo and raised in Columbus, Georgia, Mr. Stevenson is a 1998 B.A. graduate of the University of Vermont and 2011 M.B.A. graduate from the University of Buffalo. Upon graduation and prior to joining the Eastman team, he worked in Europe for an internet company as well as a manufacturing firm in Colorado. He currently works closely with all departments at Eastman and is major influencer on product design, sales, and tech service.   

    In addition to his career at Eastman, Mr. Stevenson previously served on the board of directors for United Way, Child and Family Services in Buffalo, NY and the World Trade Center Buffalo Niagara. 

    Mr. Stevenson is married with twins (11), a daughter (20) and two dogs.  He enjoys spending time with his family, skiing, hiking, traveling, and playing golf.   

    LinkedIn Profile 

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    *not affiliated with Lincoln Financial Advisors Corp. 

    Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth & Legacy, LLC is not an affiliate of Lincoln Financial Advisors Corp. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consul

    • 1 hr 1 min
    Ep 57. The CADLIFE of Family Business with Guests Pete, Andy & Tom DiLaura

    Ep 57. The CADLIFE of Family Business with Guests Pete, Andy & Tom DiLaura

    The CADLIFE of Family Business
    Listen in as we talk with the DiLaura family of CADimensions about their long history of “pivoting” well before COVID-19, the risks of trying to reinvent the wheel when difficulty strikes and their unique company (and family) mission statement they affectionately named CADLIFE.
    OUR GUESTS

    Peter DiLaura* – Chief Executive Officer
    Pete DiLaura started CADimensions, Inc. in 1990 after spending several years in the Computer Aided Design and Manufacturing industry.  He held multiple sales and marketing positions with CAD/CAM software and hardware manufacturers before getting involved in the reseller channel.  He has grown CADimensions into a complete engineering and manufacturing software solutions provider for CAD, CAM, Product Data Management, Design Simulation, and 3D Printing Systems, along with an assortment of other engineering and manufacturing applications.  Pete has been at the helm of CADimensions since inception and has now finalized his 10-year succession plan with tuning the operation of the company over to his two sons.
     
    In his spare time, Pete enjoys spending time with his wife Tara, along with their 3 children and 6 grandchildren.  Pete is also on the Board of Trustees for LeMoyne College, his and Tara’s Alma Mater, the Board of Directors for Onondaga Golf and Country Club and is actively engaged with the NY Family Business Center at LeMoyne College.    
     
    Andrew DiLaura* – President
     
    Andy has been part of CADimensions since 2007 and along with his brother Tom is part of the 2nd generation for CADimensions.  In his role as President he is responsible for working with a team of 55+ employees across the Northeast to ensure revenue targets and growth goals are met. Prior to his current role, Andy has served as an account manager, Sales Manager & VP of Sales & Marketing during his 15 years at CADimensions.
    Outside of CADimensions, Andy sits on the Board of Directors at the NY Family Business Center and enjoys spending time with his wife Corrine, and coaches a variety of youth sports for his daughter and son.  Andy is a 2005 graduate of St. John Fisher College and prior to joining CADimensions he worked as Director of Ticket Operations for the Rochester Redwings, a Triple-A baseball team in Rochester, NY.
     
     
    Thomas DiLaura* – Executive Vice President
     
    Tom has been part of CADimensions since 2013.  In his role as Executive Vice President of Technical Services he is responsible for working with the technical staff at CADimensions, to ensure customers have the best support and services experiences. Tom started as an application engineer and grew through different department and management positions. Prior to CADimensions, Tom spent five years as a Systems Architect at General Dynamics working on submarine weapons systems for the US Navy. 
     
    In his free time Tom enjoys spending time with his wife Casey and their 18-month-old son and going on family trips. He sits on the Board of the Syracuse Gaelic Football Team and is an active member of the NY Family Business Center. Tom earned his Bachelor of Science in Electrical Engineering from Union College in 2009 and a Master of Science in Systems Architecting and Engineering from USC in 2011.
     
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    *not affiliated with Lincoln Financial Advisors Corp.
    Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth & Legacy, LLC is not an affiliate of Lincoln Financial Advisors Corp. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.
    CRN-

    • 1 hr 9 min

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