The Family Biz Show Family Wealth and Legacy LLC

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.  

OUR GUEST 

MATT MCCAULEY* 

Founder and CEO of LogoBrands, the #1 hard goods / non-apparel provider of licensed goods (NFL, NCAA, MLB, NBA, NHL, MLS, etc).  LogoBrands was started in a garage with my parents in 1999 with just the folding bag chair, and now we offer hundreds of product lines that range from chairs, shelters, coolers, drinkware, seating, blankets, and much more.  We have about 200 team members in the USA, China and Vietnam, but headquartered in Franklin, TN (just south of Nashville).   

Married with 2 boys (11 & 13) who play all the different sports, so I’m always busy watching my boy’s games when not watching games for work. 

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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! 

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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. 

 

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.  

OUR GUEST 

ROBIN HALL* 

Robin Hall is the President and Principal Consultant at VARC Solutions in Friendswood, Texas, specializing in QuickBooks and Quick Base training and consulting.  VARC’s focus is on taking small and large business clients alike to the next level and teaching them to be self-sufficient within their businesses.   

Robin has been a QuickBooks ProAdvisor since 1999 (Advanced Certified since 2007), a QuickBooks Solution Provider since 2006, and a Certified Quick Base developer since 2007.   

Robin’s achievements include being named one of CPA Practice Advisor’s 2016 Most Powerful Women in Accounting, Insightful Accountant’s 2016 QuickBooks ProAdvisor Top Trainer/Writer as well as listed as one of their Top 100 ProAdvisors from 2014 – 2022, and Intuit’s 2016 Sales Excellence Award. She received the 2017 Quick Base Services MVP award and the 2020 Quick Base Virtual Hackathon – First Place for Partners.  In 2022 VARC Solutions became a member of the Intuit QSP Million Dollar Club, having sales of Intuit products in excess of one million dollars. 

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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 

*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. 

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! 
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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 

*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. 

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.

OUR GUEST

DERRIK KASSEBAUM*

Derrik has been married to Laura for 28 years & have two daughters. Derrik is Co-Owner of 
three different companies including Cosmos Corporation, which is a family owned 
manufacturing company that makes Health and Wellness products in the pet industry. Since 
1980 the Kassebaum family have worked to create a trusted pet brand throughout the USA and 
73 other countries. Derrik has traveled the world building multiple brands and overseeing the 
sales of the company since 1989. 

Derrik is also a published author of the book “Live And Let Go - Releasing your hold to pursue 
Gods purpose”. In this book, Derrik tells the stories of the things that he learned he needed to 
let go of to step into his full purpose of the life God had for him to live.

The family’s nonprofit organization, GOLI (Gifts Of Love International) that was started by 
Derrik’s parents, Don and Barbara Kassebaum. This family run organization oversees many 
different works in Guatemala, Haiti and other parts of the world. In Guatemala GOLI oversees 
Nino’s Amodas (a children home for abused Children), works directly with the care for over 65 
churches, runs Gratia (an Accredited Pastoral Training Center), three years ago started CCI (a 
nine month intensive young adult development program) and ministry work to government 
officials.
In Haiti GOLI oversees a work called Celebrate Jesus of Haiti that Feeds 800 children a 
day, has a school of 325 students and a clinic that provides free medical care to children 7 and 
younger among other things to help the people of Loganave Haiti. 

Derrik currently sits on a few boards in the St. Louis area including the Barnes Jewish Children’s 
Foundation of St. Charles County. BJCF helps people through the expense of medical care and 
treatment. Derrik also works with many other ministries in the St. Louis area to help bring 
unity, resource and Kingdom Culture to these ministries. If asked what his gifting is, he will tell 
you that it is Envisioning Organizations, Connecting People and Encouraging individuals to 
stretch the gifts that God has planted in them.
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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

*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

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! 

OUR GUEST 

ANTHONY DESIMONE* 

I love small businesses and I love helping people accomplish their goals!  I enjoy the problems that business owners and executives have because I love playing a small role in helping them overcome their obstacles and accomplish more than they ever thought possible. 

I am a CPA (certified public accountant) and a CMA (certified managerial accountant) and I have played the role of CFO, COO, President and trusted adviser in many small businesses over my 23 year career.   

I began my accounting career at Deloitte and quickly realized that I hated auditing but I loved all those small businesses that I was performing the audit on.  After a few years, I left Deloitte, moving over to a Controller position in a small business and I never looked back!  

I have a passion for "cleaning up" small businesses.  The more disorganized and dysfunctional, the better!  I enjoy creating a solid foundation for the business by adding cash flow forecasting, reliable, timely financial reporting, operational process, goals, mentoring and creating effective teams. Throughout the process of building the foundation, I educate the team (the owner and key employees) to understand the tools and techniques I implement to allow for continued success and a timely exit strategy for me. 

I am an adjunct professor at the State University of New York at Buffalo and I also teach at the University at Buffalo Center for Entrepreneurial Leadership (CEL) which is a special class for owners of small businesses and high level executives to overcome business challenges, create new opportunities and develop meaningful connections within the business community. 

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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 

*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. 

 

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! 

OUR GUEST 

JANICE JUCKER* 

Janice Jucker, co-owns Three Brothers Bakery with her husband, Bobby.  They like to say they are “memory makers who happen to be bakers®” because their family has been baking for almost 200 years, 74 in Houston, Texas.  Three Brothers Bakery was originally founded by Bobby’s father and 2 uncles after surviving the Holocaust. 
Today Three Brothers Bakery has 4 locations and are currently working toward a fifth and employ approximately 75 wonderful people. 

The Juckers call themselves the “king and queen of disasters” as they have survived 4 floods, a fire, a hurricane, pandemic and freeze and are  proud they were able to pay their employees even while closed.  In 2018 they were awarded the SBA Phoenix Award for Small Business Disaster Recovery and has used the accolade as a platform to advocate for disaster reforms that can help small businesses recover quickly after natural disasters. 

Janice currently is on the board of the Houston Restaurant Association, NFIB Texas Leadership Council and National Vice Chair of Goldman Sachs 10000 Small Businesses Voices. Previously she was on the Advisory Board of the Holocaust Museum Houston, Susan G. Komen Houston and Hadassah Houston. 
She is a breast cancer survivor and number 10 on her mother’s maternal line to have this type of cancer and encourages everyone to do their well-women checkups each year which includes mammograms and pap smears. 

Janice graduated from the University of Texas at Austin and Masters from Oklahoma State University. 

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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 

*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.