The Family Biz Show

Listen into this exciting new episode with guests Yale Levey*, Ryan Ponsford* and Scott Farnsworth* as we discuss the world-saving power of family philanthropy! The beauty of philanthropy is that there's no financial skill you can't learn through it. We will cover how philanthropy can look very different between families & how the grandparents handle the public image of it (positive or negative) and how philanthropy can bring family members who may not generally have interest in the family business together, simply because of the type of philanthropy they're doing. 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-4559712-031722

Ep 53; Guided by Grandpa's Values – Feldmeier Equipment Listen in as we talk to Colby Clark* and Jennifer Donahoe*, third-generation owners from Feldmeier Equipment of Syracuse, NY about the "big hairy audacious goal" that the family helped execute, the crisis the family rallied around in the mid-2000's and exactly what Feldmeier did alongside Pfizer and Moderna to help get vaccines to the world during the COVID-19 Pandemic. 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-4491685-030822

Lisa and Jay Daniel, part of the Lodge Cast Iron family, share their insights on developing a family council to strengthen governance. Lisa, a co-founder of Integrate Systems, and Jay, a fifth-generation board member, discuss the significance of clear communication and ownership dynamics. They delve into bridging generational gaps and customizing traditions, emphasizing the value of shared experiences like annual family events. Their journey showcases how a strong family council can enhance connections and support future generations in the business.

Ep 51. Vision for Transition: Preparing Your Family Business For the Future Listen in as we talk to Chris Yonker, speaker & author, about creating a vision for transition within the 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! --------- CRN-4269653-020322

Ep 50. The Hybrid Heart; When Human Emotion Meets Tech Listen in as we talk to Heather Maio-Smith* about the intersection of human emotion with technology for future generations to come and how it can help share what really matters; stories that are the foundation of a family. In this episode, you'll learn: How businesses can utilize next gen tech to support the next gen in the family The history of StoryFile; how Heather wants to provide the ability for future generations to have conversations with Holocaust survivors How Heather balances running StoryFile with her husband - and many other members of her family - as a 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! CRN-4210729-012022

Ep 49 – Making Great Things Happen Listen in as we talk to Brian Sessler & Jane Shaffer of the Sessler Companies about what they're most proud of in the family business, how they create positive change through the generations – and the challenges they had to overcome to get there. 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-4269487-020322

Ep 48 – Family Succession in Industrial Distribution Listen in as we talk to Jennifer Murphy (5th generation) and her father Dan Judge (4th generation) from NetPlus Alliance, a leader in industrial distribution and a multi-generational family business in Lockport, NY about family succession, what the road into the family business looks like (or doesn't look like) and more! 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-6614260-050924

Ep 47 – When She Has The Money; Exploring the unique experiences of financially diverse couples in family enterprises Listen in as we talk to Dr. Jamie & Evan Traeger-Muney about the variety of values and approaches when it comes to money in family enterprises and the "Three C's" to live by to navigate the territory with love & compassion: The First C: Courage-being courageous in discussing the taboo subject of money and wealth, particularly when the woman comes to the relationship with more money from a family enterprise. The Second C: Curiosity-approaching conversations about our relationship, values, and beliefs about money with an open mind and curiosity as opposed to certainty about what is right. The Third C: Communication-the importance of honest communication about money, wealth, and privilege in any relationship and the unique challenges when the woman has more. 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-6614232-050924

Ep 46: The Angels & Demons of Business Transfer Agreements We had an absolute blast talking about business transfer agreements with lawyers Michael Robinson* and Michael Paiva* and the utter nightmares that can occur when business owners are lulled into complacency and don't prepare one. We had both lawyers discuss valuations, valuations and oh yes, valuations! (But really, so much more). Listen now and share with others! 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-6583594-042624

Ep 45: 8 Mistakes Family Businesses Make When It's Time to Sell and Why it Matters In this episode, we talk to the author of the "One Way Out" Dan Prisciotta* and discover when selling may or may not make sense to an outside party and how to prepare your business to maximize it's value. We'll also cover: How does the "One Way Out" process work? Obviously, there are many ways to transfer a family business…which one is best for me? What are the 5 Exit Paths and how do I choose one? How do I continue to grow my business and protect it for my family if something happens to me before I transfer or exit? 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-6583572-042624