The Family Biz Show

著者： Family Wealth and Legacy LLC
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  • 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! 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-5960571-091923
    Copyright The Family Biz Show © 2024 All rights reserved.
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あらすじ・解説

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! 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-5960571-091923
Copyright The Family Biz Show © 2024 All rights reserved.
リーダーシップ 経済学
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エピソード
  • Ep 107. Preserving Legacy & Embracing Change: The Isaac Family Business Story

    Ep 107. Preserving Legacy & Embracing Change: The Isaac Family Business Story
    2024/10/07

    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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    1 時間 6 分
  • Ep 106. From Finance to Fry Plates: The Sullivan Brothers' Building Bumpa’s

    Ep 106. From Finance to Fry Plates: The Sullivan Brothers' Building Bumpa’s
    2024/09/11
    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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    42 分
  • Ep 105. The Epiphany & The Mud Run

    Ep 105. The Epiphany & The Mud Run
    2024/07/10

    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.

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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!

    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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    1 時間 2 分

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