show episodes
 
The Disruptive Successor Podcast is a show for next-generation leaders in family businesses and entrepreneurs who want to disrupt the status quo and take their existing business to a whole new level! We all know that what got us here isn’t going to get us there. This show will provide inspiration, advice and resources to help you create massive impact.
 
Loading …
show series
 
HIGHLIGHTS 03:18 Tech is currently not a family business space as it requires fast ROI 05:51 Kelvinator of India: Rustom's father had strategic alliances in his DNA 09:06 Kelvinator is sold to Whirlpool and JRD Holdings Group is christened 12:33 The family business: Trust and communication are needed for succession 17:13 Transitioning from a web of…
 
HIGHLIGHTS 04:51 Learning conflict negotiation and navigating difficult conversations 11:07 Assertiveness: If one party perceives a problem, then it is a problem 15:04 The 3 Positions: My POV, your POV, and a 3rd person's POV 20:59 Reaching out and starting from a place of empathy 24:35 Address actions specifically and be aware of your contribution…
 
HIGHLIGHTS 02:02 Kasel Rocks is a people-first company 04:39 Transforming into a high-level landscaping company began with personal change 08:09 The catalyst for change: Hitting rock-bottom and going to rehab 10:19 Leadership and hiring: Respect for time and problem-solving are winning traits 15:29 Learning the values of communication and entrepren…
 
HIGHLIGHTS 03:03 The genesis of Duct Tape Marketing 08:34 The marketing hourglass: Organizing behavior vs creating demand 13:23 Explaining the Customer Success Track 20:40 Serving your ideal client profile 23:51 The Ultimate Marketing Engine: 5 Steps to Ridiculously Consistent Growth 32:28 Implementing The Ultimate Marketing Engine as your company …
 
HIGHLIGHTS 03:46 Tony's books: What they're about and what's coming 08:59 Manipulate these 4 capitals at your disposal and money will come to you 25:41 Succession and legacy planning: Do you like giving to charity? 29:22 Challenges to succession planning and understanding G1 thinking 34:28 Taxes versus charities: Know how your money helps others 36…
 
HIGHLIGHTS 02:40 Patti's background and introduction to ESOPs 07:38 Protect your employees by selling the company to them 12:23 Defining ESOP and "the second bite of the apple" 19:48 How to grow exponentially with an ESOP 28:14 When to exit via ESOP 31:31 Step-by-step: How to setup an ESOP 40:41 The owner of the business can be seller and become th…
 
HIGHLIGHTS 04:30 Justin takes a grassroots approach to running his family business 09:57 The different roles of family as motivators to success 14:34 Leadership books, earning respect as the leader, and learning constantly 24:13 Empathy and developing leaders vulnerability 32:47 Difficult conversations: When employees can't keep up with company gro…
 
HIGHLIGHTS 03:35 Stage 1 of succession planning: Initial Planning 06:11 Stage 2: Leadership coaching of the next generation 09:11 Stage 3: Transition planning 11:38 Stage 4: Post-transition 14:09 Stage 5: Purchase and sale 16:28 Common challenges and letting the next generation take on bigger roles 24:36 Realizing when it's better to sell than tran…
 
Pat Soldano is the President of Family Enterprise USA; its mission is to promote the growth of family businesses in the US. In addition, she is the Founder and President of Policy and Taxation Group; it works with national legislators to reform/repeal the gift, estate, and generations skipping taxes. She is Principal Advisor to the Drucker School G…
 
Jenny Dinnen’s true passion is to inspire people/companies to think beyond what they’re currently doing and empower them to act on that inspiration. As a transformational business leader and certified Futurist, Jenny is in charge of driving innovation, excellence, and growth for MacKenzie Corporation and empowering its key clients across industries…
 
Tom started his first company when he was 20 and bought his first business when he was 21. He was driven by the idea that he could create a life that he controlled. One where he could make his own decisions, create his own life/work balance, and pocket every dime he earned. By the time he was 35, he had built, bought, and sold twelve businesses and…
 
Nike Anani is an entrepreneur and a Consultant. She was rated as a top-100 Family Business Consultant globally. She helps her clients bridge the gap between the senior and younger generations. As a result, they communicate, collaborate, and collectively gain clarity, to increase profit and productivity in their family businesses. With over a decade…
 
Dave Specht serves as the Director of the Global Family Business Institute at The Drucker School of Management. He is an ambassador for the family-owned business and writes, delivers keynote speeches, and develops programs on topics related to the family business. Dave is the author of "The Family Business Whisperer" and has a consulting firm calle…
 
Scott Snider is the nationally recognized industry leader, growth specialist, and lifetime entrepreneur who is the President of the Exit Planning Institute (EPIC) and leads the strategic direction and growth of the company while also overseeing the operations. Having purchased the organization in 2012 with his father, Chris Snider, Scott assumed th…
 
Heidi J. Ellsworth has worked in the roofing industry since 1993 and has held positions with Malarkey Roofing, Carlisle Construction Materials, and EagleView Technologies. She is currently a partner with RoofersCoffeeShop® and the owner of HJE Consulting. Working with both RoofersCoffeeShop and HJE Consulting, she can focus on supporting overall ma…
 
Grossman Marketing Group was founded as Massachusetts Envelope Company in 1910 by Maxwell Grossman, whose lifelong dream was to own his own business. Now, 111 years since its founding, brothers Ben and David Grossman are the 4th generations of family leadership. Today, the company is a full-service resource helping clients with a broad range of tra…
 
Gary Vanbutsele is the Co-Founder and CEO of Whale, a knowledge and training platform, headquartered in Belgium, for SMEs that help centralize a company’s processes, SOP’s, policies, and tribal knowledge for a faster onboarding and training of new hires. Through Whale’s platform, the intra company’s system functions to reimagine the way employers t…
 
Barry Elder joins Jonathan Goldhill in this episode of the Disruptive Successor. Barry shares his insights about the Green industry, also known as landscaping, where he started at the age of 20 and fast forward to the point where he’s now hailed as a veteran working in landscape construction, distribution, and manufacturing. Barry Elder is the Dire…
 
If you enjoyed today’s episode, please subscribe, review and share with a friend who would benefit from the message. If you’re interested in picking up a copy of Jonathan Goldhill’s book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com.By Disruptive Successor Podcast, Jonathan Goldhill
 
Jim Muehlhausen is the Founder and President of the Business Model Institute who is also a well-known consultant and speaker to large and small businesses. Being a true entrepreneur, he has experienced almost every facet of profession that would contribute to putting up a business -- ranging from CPA, franchisee, attorney, business owner, consultan…
 
Sean Salas is the CEO and Co-Founder of Camino Financial, a FinTech platform that pioneers the access of underbanked Latinx businesses to affordable credit. Working together with his twin brother, Kenny Salas, their platform is powered by over 65 talented associates based globally who share and actualize their platform’s mission in the US and have …
 
Ken Monroe is the President of HOLT of California who took part in his family’s legacy as a 2nd generation in a 4th generation business. HOLT of California is part of the elite group of Caterpillar Construction machinery, also known as CAT, dealers worldwide that is based in Northern Central California. They have over 11 locations in their territor…
 
Jonathan Goldhill holds the mastery of a business coach and a personal growth strategist. He specializes in guiding next-generation entrepreneurs and leaders in family businesses who wish to disrupt the status quo in their journey of scaling their business. Such businesses are mainly in the fields of: Landscape Maintenance and Construction, Profess…
 
Christy Crook, the founder and President of Phoenix Masonry Inc., started her success story with humble beginnings, being directly exposed in the construction industry by following her dad around in job sites. Finding her purpose seeing how her dad’s work built things from the ground up, she decided to also work her way into the industry earning he…
 
Mitchell Beinhaker is a business law and estate attorney providing legal services to single-family businesses and multi-family businesses. He has more than 25 years of experience representing business owners, entrepreneurs, executives, and professionals providing advice, guidance, and legal work to help keep clients on their road to success. Mitche…
 
Craig Bundren is the Founder of the Bundren Building Arts Foundation. Craig’s vision for the foundation is a vibrant future for communities and local artists. It’s his view that art reflects life, where people work, play, and live. He aims to work with community leaders, artists, and building owners to collaborate to make our environments more vibr…
 
George Isaac is the President/CEO of GAI CAPITAL Ltd. and George Isaac Consulting. GAI Capital Ltd. is a 20-year-old Santa Barbara and Los Angeles-based national family business and family office consulting and investment firm. Through George Isaac Consulting Division, it provides advisory services to family business/family office senior executive …
 
Trey Taylor is a Managing Partner in the Threadneedle, The Taylor Family Office. Threadneedle was formed to optimize growth among a closely held set of assets in the financial services, real estate, and early-stage investment industries. Trey Taylor directs investments for Threadneedle, a single-family office with entrepreneurial roots in the finan…
 
Jeff Gould is the Principal and Founder of Lineage Asset Advisors, Inc. They provide a full-service commercial real estate advisory and consulting firm based in Los Angeles. The LAA team provides customized commercial real estate services to help families make seamless transitions with their properties - from one generation to the next. Jeff is als…
 
Vijay Sathe was a professor at the Harvard Business School before joining the Drucker School faculty. He has taught in numerous executive education programs worldwide. He has received the “Professor of the Year” award from the Drucker MBA graduating class seven times to recognize his outstanding teaching. Vijay Sathe has published six books and num…
 
Josh Baron is a Partner at BanyanGlobal Family Business Advisors. BanyanGlobal believes in the power of effective ownership. Their clients own significant shared assets, such as family operating businesses, family offices, shared family property, and family foundations. Josh Baron is also an Adjunct Professor at Colombia Business School. He teaches…
 
Andrew Keyt is a Family Business Educator, Advisor, Coach, and Author. He is a family business strategist and succession planning expert for family-owned businesses. He helps families and family enterprises with next-generation leadership development, family conflict, strengthens communication, works with sibling/cousin teams, and helps families ex…
 
Amber Flamminio is the Chief Operating Officer at Umina Bros. Inc. Umina Brothers has provided outstanding service and high-quality fruits and vegetables to the domestic and international markets for over 100 years! Amber is an experienced Chief Operating Officer with a demonstrated history of working in the produce industry. She is skilled in Huma…
 
Mitzi Perdue is the Founder of the Win This Fight! Stop Human Trafficking. Win This Fight increases awareness about labor and sex trafficking and raises funds to support existing organizations engaged in education, prevention, rescue, and rehabilitation. She is also a Professional Public Speaker and a Speaker on Family Businesses and Business Famil…
 
Spencer Sheinin, CPA, CA, has a unique background with over 15 years as an entrepreneur combined with extensive financial experience as a CPA, CA, and investment banker. He is the Founder and CEO of Shift Financial Insights, providing straightforward accounting and financial insights for businesses on the rise. You can find out more about Spencer S…
 
Daniel Van Der Vliet is The John and Dyan Smith Executive Director of the Smith Family Business Initiative at Cornell University. Launched in 2014, the Smith Family Business Initiative at Cornell provides education, networking, and new knowledge for family business owners, successors, and students worldwide. You can find more about Cornell Universi…
 
Steve Legler is a Family Legacy Coach and Advisor at TSI Heritage. Steve works with people who work in family businesses doing one-on-one as a coach. He helps business families as a facilitator, assisting communications between various family members and bringing people and issues together. He is also an author of two books called Shift Your Family…
 
Ed Hart is the Director of the Center for Family Business at California State University, Fullerton, for the past ten years. He has over 30 years of work in family-owned businesses throughout North America, South America, and Australia. Ed Hart is also the host of a Podcast called From the Hart. You can find out more about Ed Hart on his website at…
 
Emily Morgan is the Founder and CEO of Delegate Solutions. Delegate Solutions is an EOS run company that believes delegation is the foundation for growth. Their unique, thoughtful approach to support means that you’ll never need to find, manage, or train a support resource again as you grow. They combine automation, delegation, and proven efficienc…
 
David Karofsky is the Principal in The Family Business Consulting Group, Inc. FBCG consultants are dedicated experts in the field, with strong educational, research, and practical experience with challenges and opportunities common to family businesses. David’s work has been focused on building alignment around communication, executing the transiti…
 
Doug Gray is the Founder/CEO of Action Learning Associates, Inc. At Action Learning, We "develop smarter leaders, faster." We only work with high-potential leaders who need to (1) assess their strengths and weaknesses, and (2) make smarter decisions. In this episode, we will hear from Doug Gray directly about how he has helped many businesses devel…
 
Robert Rivnius is the Executive Director of the Family Business Association of California. FBA is an association representing family businesses in California at the Capitol and public policy issues affecting family businesses. We now have over 120 company members throughout California and 14 sponsoring companies. In this episode, Robert talks about…
 
Loading …

Quick Reference Guide

Copyright 2021 | Sitemap | Privacy Policy | Terms of Service
Google login Twitter login Classic login