The Family Biz Show

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

Ep 44: 831(b)/Captive Insurance Plans: Love & Scrutiny During this episode, we'll discuss the 831(b) plans with expert Van Carlson* of Strategic Risk Alternatives, including: Why the IRS recently sent out a "soft warning" letter to 831(b) plans and what it means for Captives. Risk Management utilizing tax code 831(b). How an 831(b) can help businesses weather economic downturns. When a Captive Insurance Company is NOT right for your 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-6569812-042224

Ep 43: Family Relationships & Succession Planning One of Buffalo's Most Powerful Women joins us on this episode of The Family Biz Show. Listen in as we talk to the owner of *Chiavetta Catering, Kathleen Chiavetta about Family Relationships & Succession Planning. 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-3780650-092121

Ep 42: How Conflict Can Become a Catalyst For Good Within The Family Enterprise Listen in on another Family Biz Show as we talk all things conflict! Kathy Holub* & Greg McCann* join us as we discuss how it can actually become a catalyst for good within the family enterprise. During this live episode, you'll learn: The three components of a thriving family enterprise. The cost of not dealing with conflict How changing our mindset can better frame your family's involvement with the 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-6569782-042224

Ep 41. Recycling & Reinventing in the Family Business On this episode of The Family Biz Show, listen as we talk to three members of the Shine Family* of Manitoba Corp about the various ways a family business can re-invent itself over the generations to stay fresh and on top. 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-6560211-041724

Ep 40 – ESOP's & The Family Business During this episode, we talk to Rob Brown* & Tracy Till* about exiting your business on your terms and the advantages of an ESOP. You'll learn: What an ESOP is and why is it like blowing up a balloon What the advantages & disadvantages of an ESOP are What the family business needs to have in place prior to 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-3713121-081121