The Family Biz Show

Family Wealth and Legacy LLC
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The Family Biz Show

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.

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    Ep 107. Preserving Legacy & Embracing Change: The Isaac Family Business Story

    What does it take to transition a multi-generational family business into new ventures while  preserving its legacy?  In Episode 107 of the Family Biz Show, we welcomed Ray Isaac, formerly of Isaac Heating and  Cooling, now with Northwinds Services Group.  Ray shares his journey of transitioning from a well-known family business in Rochester, New  York, to exploring new opportunities. The episode delves into the complexities of managing a  family business, the importance of maintaining a strong legacy, and the challenges of navigating  transitions.  Ray reflects on his early experiences working in the family business, from cutting sheet metal as  a child to eventually leading the company to significant growth. The conversation highlights the critical role of family values and legacy in business transitions.  Ray discusses the importance of treating a family business as an equity business, emphasizing  the need for clear boundaries between family and business roles.  He shares insights into the process of being approached by private equity and the emotional  and strategic considerations involved in such decisions.  This episode underscores the significance of adaptability, strategic planning, and the enduring  impact of family teachings and values in shaping the future of a business. Ray's story is a  testament to the power of legacy and the potential for growth and innovation in family  enterprises. Share this episode with other family business owners that might enjoy the show! -------- The content presented is for informational and educational purposes. The information covered  and posted are views and opinions of the guests and not necessarily those of Osaic FA.  Securities and investment advisory services 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. CRN-6996497-090924

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    Ep 106. From Finance to Fry Plates: The Sullivan Brothers' Building Bumpa’s

    Ever wondered what it takes to transform a family dream into a thriving business?   In this episode of the Family Biz Show, Michael sits down with Connor and Dan Sullivan, the dynamic brother duo behind Bumpa's, a unique gastropub nestled in the heart of Charleston, South Carolina.   The Sullivans recount their bold leap from stable careers in finance and corporate real estate to the unpredictable world of hospitality. They share the intricate process of renovating a historic building, navigating the challenges of opening during a pandemic, and crafting a menu that pays homage to their roots with innovative offerings like build-your-own fry plates and the signature stag and boar burger.   Throughout the conversation, the brothers emphasize the importance of a unified family vision, the lessons learned from preserving history, and the joy of creating a welcoming space that reflects their grandfather's legacy.   This episode is a testament to the power of family collaboration and the courage to pursue one's passion against all odds.  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!   --------  The content presented is for informational and educational purposes.  The information covered and posted are views and opinions of the guests and not necessarily those of Osaic FA.     Securities and investment advisory services 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.  CRN-6992355-090624

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    Ep 105. The Epiphany & The Mud Run

    Episode 105 – The Epiphany & The Mud Run  On this episode of The Family Biz Show, president of Williams Fence Dan Willams shares his journey into the family business, the values he learned along the way that continue to shape it, the evolution of his company & the impact of the ‘08 market crash. For family business owners and aspiring entrepreneurs, Dan's experiences provide a roadmap for achieving personal and professional fulfillment while maintaining the legacy and values of their family 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!  Securities and investment advisory services 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.CRN-6709151-061724

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    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.

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    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.

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    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.

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    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.

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    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.

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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.

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  • صناع العمل
    Family Wealth and Legacy LLC
  • سنوات النشاط
    ١٤٤٢ هـ - ١٤٤٦ هـ
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  • التقييم
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    Copyright The Family Biz Show © 2024 All rights reserved.
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    The Family Biz Show

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