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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  • 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
  • Ep. 104 Major Components of Family Business Exit Planning

    Ep. 104 Major Components of Family Business Exit Planning
    2024/05/24

    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!

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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-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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    54 分

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.
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