Afleveringen
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Steven Wilkinson is a seasoned advisor with 35 years of experience in investing and company leadership, specializing in guiding owner managers of mid-market companies through transitions and growth phases. Based in Ireland, Steven brings a unique perspective rooted in his background working at the intersection of finance and entrepreneurship, particularly in Germany's Mittelstand sector. With a deep understanding of financials and various business models, Steven is known for his holistic approach to advising, prioritizing strategic visioning, financial integrity, and governance. His insights into the symbiotic relationship between ethical business practices and prosperity make him a sought-after mentor for entrepreneurs aiming to achieve sustainable success.
SHOW SUMMARY
In this episode of The Disruptive Successor Show, Jonathan Goldhill features returning guest Steven Wilkinson, exploring strategies for next-generation leaders in family businesses and entrepreneurs aiming to disrupt and advance their industries. Jonathan introduces the podcast's focus on inspiration, advice, and resources for entrepreneurial leaders seeking impact. The episode delves into Steven's background and the ethos behind his company, Good and Prosper Limited, highlighting the synergy between being good in businesses and achieving prosperity. Through discussions around financials, business models, and strategic planning, Steven shares insights into improving a business's margin structure, differentiating pricing strategies, and the essential mindset shifts necessary for success. The conversation also touches upon the importance of preparing for economic cycles and the potential impacts of global and political changes on small and medium-sized businesses. Additionally, Steven emphasizes the significance of mental preparation and risk management ahead of economic downturns, offering practical advice for business positioning during uncertain times.
KEY TAKEAWAYS
Ethics vs. Prosperity: Steven challenges the misconception that being good in business and being prosperous are mutually exclusive, emphasizing the correlation between ethical conduct and financial success.Financial Mastery: Understanding the intricacies of the business model, including revenue streams, cost structures, and market dynamics, is essential for optimizing profitability and sustainability.Specialization and Differentiation: The top 10% of successful businesses excel through disciplined planning, specialization, and constant improvement, setting themselves apart from the competition.Owner Manager vs. Owner: Distinguishing between the roles of an owner manager, who predominantly operates as a manager, and an owner who strategically oversees the business, is crucial for effective leadership and long-term growth.Pricing Strategy: Rather than mirroring industry norms, businesses should adopt a proactive approach to pricing, recognizing their unique value proposition and avoiding the trap of pricing for failure.QUOTES
"The choice between being good and being prosperous is a false dichotomy. The better you are, the more prosperous you'll become.""Success in business hinges on mastering the financial model, understanding market dynamics, and making intentional decisions for growth.""The top 10% achieve profitability not by accident but through disciplined planning and specialization.""Owner managers often spend the majority of their time as managers, neglecting their role as owners in strategic decision-making.""Pricing strategy is a key determinant of profitability; pricing for failure occurs when businesses fail to differentiate and understand their value proposition."Connect and learn more about Steven Wilkinson.
https://www.linkedin.com/in/stevenknwilkinson/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
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Madeline Miller, a seasoned executive coach and former attorney, brings a unique blend of experience and insight to her work. With a career spanning across diverse sectors and continents, from corporate law to entertainment, including a role as a production attorney on the James Bond franchise, Madeline has honed her ability to navigate uncertainty and achieve milestone successes. Fueled by her own quest for purpose and fulfillment, she founded Coaching with Madeline to empower rising leaders, particularly Gen Z and millennial men and women, in aligning their career choices with their values, developing interpersonal skills, and combating burnout. Through her AIR framework, Madeline helps individuals craft meaningful careers, navigate intergenerational workplaces, and cultivate impactful leadership styles.
SHOW SUMMARY
In this episode of The Disruptive Successor Show, Jonathan Goldhill features career and leadership coach Madeline Miller, who specializes in making executive coaching more accessible and inclusive for Gen Z and millennial leaders. Madeline shares her journey from a career in law, including a role as a production attorney for the James Bond movie franchise, to founding Coaching with Madeline, where she helps young leaders align their work with their values, develop interpersonal skills, and build resilience. The discussion encompasses the differences between baby boomers, Gen X, millennials, and Gen Z in the workplace, focusing on the latter's higher expectations, need for purpose, financial insecurities, and unprecedented levels of burnout. Madeline introduces her AIR framework (Alignment, Influence & Impact, and Resilience) designed to guide young professionals in their leadership journeys. The episode also addresses the challenges of virtual communication, the importance of managing difficult conversations, and the benefits of group coaching for fostering a sense of community among younger employees. The conversation highlights the need for personalized coaching to help individuals navigate the complexities of modern work environments while preparing them to become emotionally resilient leaders.
KEY TAKEAWAYS
Generational Differences: Understanding the distinct mindset and behaviors of Gen Z and millennials compared to previous generations.Alignment: Recognizing the importance of aligning personal values with career choices to combat misalignment burnout.Influence and Impact: Developing interpersonal skills, leadership profiles, and conflict resolution abilities to enhance recognition and effectiveness in the workplace.Assertiveness vs. Aggression: Exploring the nuanced differences between assertive communication and aggressive behavior, particularly relevant for younger professionals.Creating Psychological Safety: Building environments where employees feel empowered to voice concerns and navigate challenges without fear of reprisal.QUOTES
"Misalignment burnout is one of the most common forms of burnout in the workplace.""Assessments are great, but personalized exploration often yields deeper insights.""Assertiveness isn't about aggression; it's about authentically using your voice.""Psychological safety fosters productivity by empowering employees to address deeper issues."Connect and learn more about Madeline Miller.
Email: [email protected]
Website: https://www.CoachingwithMadeline.com/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
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Zijn er afleveringen die ontbreken?
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Maryann G. Bell is a seasoned partner at Wingspan Legacy Partners, an esteemed family business advisory firm. With a wealth of experience garnered from her tenure at Goldman Sachs across New York, Boston, and London, coupled with her MBA from Harvard University, Maryann brings invaluable insights to the complexities of multi-generational family enterprises. As a philanthropic leader in Austin, Texas, and a governance authority chairing numerous boards, Maryann is dedicated to helping enterprising families navigate succession, governance, and legacy planning with clarity and strategic foresight.
SHOW SUMMARY
In this episode of The Disruptive Successor Show, Jonathan Goldhill delves into the intricacies of having difficult conversations in family businesses, particularly regarding succession planning and ownership transfer. Joined by guest Maryann G. Bell, they explore the challenges, consequences, and strategies for effective communication within family enterprises.
KEY TAKEAWAYS
Succession planning involves delicate discussions about authority, ownership, and financial matters, crucial for the sustainability of family businesses.Open communication and mutual understanding are essential to navigate through difficult topics such as succession, ownership, and financial planning.Advanced notice and framing the conversation with clear objectives can help set a positive tone and facilitate productive discussions.Neutral settings and active listening without distractions foster an environment conducive to meaningful dialogue.Facilitators or advisors can provide valuable support in navigating complex family dynamics and mediating challenging conversations.Establishing policies and procedures, such as buy-sell agreements, distribution policies, and family constitutions, can provide clarity and structure for succession planning and ownership transfer.QUOTES
"Clarity is kindness when it comes to addressing difficult topics within family businesses.""Succession planning involves delicate discussions about authority, ownership, and financial matters, crucial for the sustainability of family businesses."Connect and learn more about Maryann G. Bell.
https://www.linkedin.com/in/maryann-bell-1212074/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
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Franco Perez is an innovative entrepreneur and the driving force behind Franco Mobile Homes. Growing up in a family with unstable housing, Franco was determined to create affordable housing solutions in Silicon Valley and beyond. He discovered the potential of mobile home parks and has since built a successful business focused on helping families transition from renting to mobile home ownership. Franco's goal is to provide a stepping stone for families to achieve financial security and ultimately purchase their own homes.
SHOW SUMMARY
In this episode of The Disruptive Successor Show, Jonathan Goldhill interviews Franco Perez, the founder of Franco Mobile Homes. Franco shares his personal journey from experiencing housing instability to becoming a pioneer in affordable housing solutions. He discusses the misconceptions and stigmas associated with mobile homes and highlights the benefits of mobile home ownership. Franco explains how his company is reimagining mobile homes and converting old trailers into luxurious, modern homes. He also addresses the housing crisis and the importance of providing affordable housing options for middle-class families. Franco's passion for helping others and his commitment to creating positive change in the housing industry shines through in this inspiring conversation.
KEY TAKEAWAYS
Franco Perez's personal experience with housing instability inspired him to create affordable housing solutions.Mobile homes offer a more affordable option for families looking to transition from renting to homeownership.Mobile homes provide the benefits of homeownership, including tax breaks, appreciation, and the ability to build equity.Franco Mobile Homes is focused on rebranding and destigmatizing mobile homes through education and showcasing the modern, luxurious options available.The company is expanding its reach to other metro areas and partnering with construction companies to provide affordable housing solutions nationwide.QUOTES
"Mobile homes are a perfect stepping stone and a beautiful place for people to start their wealth-building journey.""Mobile homes provide a more flexible and affordable option for middle-class families to enter the housing market and build financial security.""Our goal is to enable people in other areas to build affordable housing solutions by sharing our blueprints and partnering with construction companies."Connect and learn more about Franco Perez.
https://www.linkedin.com/in/francotv/
http://franco.tv/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
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Jennifer Lee is a highly experienced financial expert and the founder of Modern Wealth, a Sarasota-based firm specializing in guiding individuals through significant life transitions. With over three decades of industry experience, Jennifer's approach is deeply rooted in understanding her clients' values and aspirations, translating financial resources into meaningful life goals. She particularly focuses on empowering women through life changes such as divorce, inheritance, and retirement planning, bridging the emotional and financial aspects seamlessly. Central to her philosophy is the concept of the "family love letter," facilitating communication of values, wishes, and financial plans to loved ones. Jennifer's accessible demeanor and unwavering commitment to client success make her a trusted advisor, whether through her book, podcasts, or personalized consultations, as she helps clients achieve financial well-being and leave a lasting legacy.
SHOW SUMMARY
In this episode of The Disruptive Successor Show, Jonathan Goldhill delves into the intricate world of family businesses and financial planning with guest Jennifer Lee, founder of Modern Wealth. From her unique perspective as a successor in a family business, Jennifer shares insights on the emotional intersections of finance, family, and legacy. Key topics include the importance of communication, crafting a family love letter, and bridging generational transitions in wealth and business.
KEY TAKEAWAYS
Navigating Generational Transitions: Understanding the complexities of transitioning wealth and business ownership between generations, from succession planning to fostering communication.Emotional Intelligence in Financial Planning: Recognizing the emotional impact of financial events and leveraging emotional intelligence to guide clients through transitions.The Power of the Family Love Letter: Exploring the concept of the family love letter as a tool for communicating values, intentions, and financial plans to loved ones.Challenges Facing Women in Finance: Addressing the unique challenges women face in financial planning, from divorce to navigating family business dynamics.Building Trust and Connection: Establishing meaningful connections with clients by aligning financial strategies with personal values and goals.QUOTES
"Money is just a tool. It's not something to fear. It's a tool to facilitate where you want to go.""It's never too late to get started today.""Opening the mind of the existing owner to the future and to different scenarios is key to bridging generational transitions.""The family love letter softens communication between family members and explains the intentions behind legal documents.""Succession planning isn't a 1+1=2 scenario. It requires ongoing discussions and strategic considerations." - Jonathan GoldhillConnect and learn more about Jennifer Lee.
https://www.linkedin.com/in/jennifer-lee-awma%C2%AE-aif%C2%AE-1b5aa56/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
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Gina Cotner is the founder and CEO of Athena Executive Services, a pioneering firm that pairs virtual executive assistants with busy entrepreneurs and executives across the United States. With over 15 years of experience working remotely on national and international teams, Gina brings a wealth of knowledge in optimizing productivity and streamlining operations. She has a passion for empowering her team members and fostering a culture of innovation within her organization.
Dorian Zarbakhsh serves as the Operations Manager at Athena Executive Services, working closely with Gina in the process of succession planning and business development. As a member of the next generation, Dorian brings fresh perspectives and technological savvy to the table. With a background in coaching and personal development, Dorian is committed to guiding the company towards continued growth and success. Together with Gina, Dorian is navigating the challenges and opportunities of transitioning leadership from one generation to the next in a family business setting.
SHOW SUMMARY
In this episode of The Disruptive Successor Show, Jonathan Goldhill delves into the complex world of succession planning in family businesses. He is joined by Gina Cotner and Dorian Zarbakhsh, CEO and operations manager respectively, of Athena Executive Services. Gina shares the origin story of her business and how Dorian, from a different generational perspective, is being groomed as her successor. They discuss the challenges and dynamics involved in passing the baton from one generation to the next, touching on conflicts, changes in technology, and the importance of trust and empowerment.
KEY TAKEAWAYS
Succession planning in family businesses involves navigating generational differences and evolving business landscapes.Empowering the next generation involves giving them room to make discoveries and learn from mistakes.Trust and patience are essential in fostering growth and development within the business.The purpose of the business extends beyond financial success to include personal fulfillment and connection with purpose.Balancing tradition with innovation is crucial for sustained success in family enterprises.QUOTES
"What got you here isn't going to get you there. You're going to need new tools, new technology, new people, new processes.""I believe and have experienced nine times out of ten, what they do is great. And when they do it, and they got the bandwidth given by me to do it, then they experience themselves as triumphant.""The purpose of the business is not to make money. The purpose of the business is to give you freedom in your life or to connect with your purpose."Connect and learn more about Gina Cotner.
https://www.linkedin.com/in/athenaea/
Connect and learn more about Dorian Zarbakhsh.
https://www.linkedin.com/in/dorian-zarbakhsh/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
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Jay Dixon is a dynamic entrepreneur and former athlete who has seamlessly transitioned his passion for sports into the world of business. With a background in football and a drive for success, Jay founded multiple successful companies and actively participated in numerous business transactions. His latest endeavor, SuccessCoach.com, stands as a testament to his commitment to helping athletes navigate the challenging transition from sports to entrepreneurship. Through his expertise and proven methodologies outlined in his book "After the Game," Jay empowers athletes to unlock their full potential in the business world, guiding them towards fulfilling and prosperous ventures. With a focus on mindset strategies and practical playbooks, Jay Dixon is revolutionizing the way former athletes approach their post-playing careers, inspiring them to achieve disruptive success in their entrepreneurial journeys.
SHOW SUMMARY
In this episode of The Disruptive Successor Show, Jonathan Goldhill engages with Jay Dixon, a former athlete turned successful entrepreneur, to explore the dynamic intersection of sports and business. Jay shares his journey from the gridiron to the boardroom, discussing the challenges athletes face post-career and how they can leverage their unique skill set to excel in entrepreneurship. Through his expertise and insights, Jay provides actionable strategies outlined in his book "After the Game" to help athletes transition into the business world successfully.
KEY TAKEAWAYS
Transitioning from an athlete to an entrepreneur involves overcoming identity gaps and finding fulfillment beyond sports.Athletes possess valuable soft skills such as resilience, teamwork, and coachability that are transferable to business.Entrepreneurship through acquisition offers a pathway for athletes to leverage their mindset and network to acquire and operate successful businesses.Success in entrepreneurship requires a shift in mindset, embracing humility, coachability, and adaptability.Athletes can tap into financing opportunities and strategic partnerships to facilitate business acquisitions and growth.QUOTES
"Athletics teaches valuable soft skills essential for business success, including resilience and teamwork.""Success in entrepreneurship hinges on embracing humility and being coachable, traits often honed in athletics.""Entrepreneurship through acquisition offers a strategic pathway for athletes to transition into business ownership and maximize their potential.""The key to successful business acquisition lies in identifying synergies and leveraging one's network and skill set.""The journey from athlete to entrepreneur requires a mindset shift and a willingness to embrace new challenges and opportunities."Connect and learn more about Jay Dixon.
https://www.linkedin.com/in/jay-dixon-mergers-acquisitions-entrepreneur/
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
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Dan Whittaker, a seasoned CPA and entrepreneur with over 30 years of experience, stands at the intersection of financial expertise and family business insight. As the founder of Whitaker and Company, established in 1999, he has dedicated his career to helping family-owned and closely held businesses in the lower-middle market achieve financial success and build wealth. Growing up amidst entrepreneurial roots, Dan draws from personal experiences to guide clients in navigating the complexities of tax mitigation, financial reporting, and wealth creation. His strategic approach, deeply rooted in understanding diverse industries such as manufacturing, distribution, and high-tech enterprises, reflects a commitment to maximizing tax efficiencies and creating enduring financial success for his clients.
SHOW SUMMARY
In this episode of The Disruptive Successor Show, Jonathan Goldhill sits down with Dan Whittaker, a seasoned CPA and entrepreneur, to explore the world of tax planning for family businesses. Discover the often-overlooked strategies that can significantly impact your bottom line and pave the way for long-term financial success. From income shifting to expense optimization, learn how to navigate the complexities of tax laws and create a proactive plan that stands the test of time.
KEY TAKEAWAYS
The importance of starting tax planning early in the year to maximize available strategies.Understanding the four key buckets of tax strategies: income shifting, expense optimization, leveraging government bonuses, and creating tax-exempt income.Real-world case studies showcasing successful tax mitigation strategies, including cost segregation studies and R&D tax credits.The impact of family dynamics on succession planning and tax strategy implementation.Overcoming common challenges faced by family businesses in adopting proactive tax planning approaches.QUOTES
"Taxes are somewhat of a controllable expense. When you legally reduce it, the savings over many years can be millions of dollars.""Implementing new tax strategies may require changes, but it's essential to see them as opportunities for growth and sustainability.""Start early, think strategically, and navigate the complexities of tax laws to pave the way for family business success."Connect and learn more about Dan Whittaker.
https://www.linkedin.com/in/dan-whittaker-cpa-cepa-managing-partner-5b830/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
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Justin White is the CEO of K&D Landscaping, a family business that he took over at the age of 25. Under his leadership, the company has experienced significant growth, expanding its revenues, profits, and enterprise value. Justin is also a coach and the founder of The JW Group, where he helps other entrepreneurs and business owners achieve their goals and find fulfillment in their work.
SHOW SUMMARYIn this episode of The Disruptive Successor Show, Jonathan Goldhill interviews Justin White, CEO of K&D Landscaping and founder of The JW Group. Justin shares his journey of taking over his parents' business at a young age and his vision to grow the company to $30 million by 2030. He discusses the challenges he faced, including self-doubt and work-life balance, and the lessons he learned along the way. Justin also talks about the importance of dreaming big, believing in oneself, and continuous learning through reading. He highlights the game-changers in his life, including his wife, Lila, and the importance of surrounding oneself with smart people. Justin also discusses the water management department at K&D Landscaping and the Central Coast Water Summit, which aims to educate the community about water conservation. He emphasizes the need for offensive growth in the face of industry consolidation and the entry of private equity firms. Finally, Justin shares his journey as a coach and his passion for helping others achieve their goals and find fulfillment in their work.
KEY TAKEAWAYS
Dream big and don't let anyone talk you down from your dreams.Believe in yourself, even when others don't.Read books to continuously learn and grow.Surround yourself with smart people and don't try to be the smartest person in the room.Understand your strengths and weaknesses and focus on doing what you love and are good at.QUOTES
"Dream big and go for the gold.""Believe in yourself because you're stuck with yourself for the rest of your life.""Working hard only gets you so far. You've got to combine working hard with working smart.""Don't try to be the smartest person in the room. Surround yourself with smart people.""Defenses win games. Offenses win championships."Connect and learn more about Justin White.
https://www.linkedin.com/in/justin-white-35b7a210b/
https://www.kndlandscaping.com/
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
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Join Jonathan Goldhill in a riveting episode of Disruptive Successor as he delves into the intricate world of mergers and acquisitions with seasoned expert Kevin Berson. Uncover the common misconceptions, challenges, and success stories behind selling businesses, whether you're a family-owned enterprise or a thriving IT managed service provider. Gain valuable insights and strategic advice to navigate the M&A process effectively.
KEY TAKEAWAYS
M&A is not a quick process; it requires thorough preparation and can take around 9 months on average.The value of a business is not solely based on its potential but primarily on past performance.Buyers are interested in EBITDA, not just revenue, and a clear, accurate financial picture is essential.Choosing the right buyer is crucial – one who aligns with the company's values and culture.Successful M&A involves strategic planning, including transitioning to recurring revenue for added value.Family businesses face unique challenges, such as sibling conflicts and differing views on selling.QUOTES
"Buyers are not paying for potential; they want to see how the business has performed in the past.""The process of selling a business is not a sprint; it's a marathon that requires meticulous preparation.""Your business won't trade on a multiple of revenue; it's the multiple of EBITDA that matters most.""Identifying the right buyer is like finding a life partner for your business – values and culture alignment are crucial.""Success in M&A involves strategic transformations, like transitioning to recurring revenue for increased valuation.""Family businesses often face unique challenges, from underpaid family members to disagreements on the next chapter."Connect and learn more about Kevin Berson.
https://www.linkedin.com/in/kberson/
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
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In this episode of the Disruptive Successor, Jonathan Goldhill and Les O'Hara delve into the essential elements of entrepreneurial success, focusing on mastering time management and leveraging automation tools for business growth. Les shares his journey as a serial entrepreneur and the pivotal role of financial education, marketing, and CRM systems in scaling businesses. Discover how prioritizing tasks and delegating effectively can unlock significant potential for business owners.
KEY TAKEAWAYS
Financial Education: Implementing sound financial practices and understanding key metrics is essential for business growth.Marketing Strategy: Building a strong brand image and effective messaging can significantly impact customer acquisition and retention.CRM Automation: Utilizing CRM systems streamlines operations, enhances customer interactions, and boosts sales productivity.Time Management: Structuring time effectively and prioritizing tasks according to their impact can maximize productivity and business growth.Delegation and Leadership: Delegating non-core tasks and focusing on high-value activities enables entrepreneurs to scale their businesses efficiently.QUOTES
"Nothing happens until someone sells something. Selling is essential for communicating value and driving business growth.""The fortune is in the follow-up. Automation enables consistent and personalized follow-up, fostering strong customer relationships.""Mastering time management is a game changer for entrepreneurs, allowing them to focus on high-impact activities and drive business success."Connect and learn more about Les O'Hara.
https://www.linkedin.com/in/lesohara/
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
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In this episode of the Disruptive Successor, Jonathan Goldhill engages in a dynamic conversation with Cody Schneider, an entrepreneur and digital marketer, exploring the journey from traditional family businesses to disruptive digital marketing strategies. Cody shares his experiences transitioning from unsexy industries to creating AI tools for content marketing, highlighting the power of educational content and leveraging digital platforms for exponential growth. From revitalizing local businesses to scaling startups, listeners gain insights into navigating marketing evolution and maximizing impact in today's dynamic landscape.
KEY TAKEAWAYS
Transitioning from traditional to digital marketing: Embracing educational content and digital platforms can revolutionize businesses, even in unsexy industries.Harnessing the power of owned and non-owned media: Investing in both short-term transactional marketing and long-term assets like SEO and email lists creates a balanced marketing portfolio.Leveraging platform-specific strategies: Tailoring content to resonate with target audiences on platforms like TikTok, Instagram, and YouTube Shorts can drive local business growth.Building trust through storytelling: Sharing authentic narratives and expertise fosters deeper connections with customers and enhances brand credibility.Seizing marketing arbitrage opportunities: Identifying and capitalizing on emerging trends like TikTok SEO can yield significant competitive advantages in the digital landscape.QUOTES
"We want to spend time where your customer is spending time online...creating content that entertains, educates, and builds relationships.""Doubling down on what is working is key to accelerating growth in marketing.""Transitioning from survival-driven short-term marketing to long-term investments in owned media assets is essential for sustainable business growth.""In today's digital age, trust is built through authentic storytelling and value-driven content distribution."lConnect and learn more about Cody Schneider.
https://www.linkedin.com/in/codyxschneider/
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
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In this episode of the Disruptive Successor, Jonathan Goldhill delves into the world of acquiring family businesses with Kevin Bibelhausen, Principal at Fruition Capital. Discover the secrets of acquiring stable operating businesses, the challenges faced, and the strategies to navigate the complex acquisition market. From overcoming obstacles to finding the right deals, this episode provides insights and inspiration for next-generation leaders looking to disrupt the status quo in family businesses.
KEY TAKEAWAYS
Diversify or Decline: Kevin emphasizes the importance of diversifying both customers and suppliers to mitigate risks associated with concentration in business relationships.Reducing Owner Dependency: The attractiveness of businesses lies in their ability to operate successfully without heavy dependence on the owner. For buyers, this opens opportunities for active management and growth.Macro-Economic Trends: Explore the impact of interest rates, the micro private equity space, and the continuous demand for businesses in the lower middle market.Check Size Dynamics: Learn about the sweet spot for deal sizes, the role of syndication with other investment groups, and how strategic partnerships enhance the potential for success.QUOTES
"Diversifying your suppliers, diversifying your customers for sure... Being able to get what's happening right now." - Kevin Bibelhausen on adapting to supply chain challenges."It is a family environment, and the same is true for a lot of the entrepreneurs that knock on our door." - Kevin Bibelhausen on maintaining a family-oriented culture in acquired businesses."The business did record numbers in January. We grew 20% over last. I wasn't here for half the month. Like that's what you're looking for when you're a buyer." - Kevin Bibelhausen on the value of reducing owner dependency.Connect and learn more about Kevin Bibelhausen.
https://www.linkedin.com/in/bibelhausen/
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
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In this episode of the Disruptive Successor, Jonathan Goldhill explores the intersection of success, fulfillment, and spirituality with guests Steven D'Angelo, a technology executive turned consultant, and Father Arnold Rosney, a Catholic priest with extensive experience in pastoral care. Together, they delve into the essential components of a fulfilled life, the role of spirituality in success, and the dynamic interplay between personal and professional goals.
KEY TAKEAWAYS
Celebrate Your Differences: Happy and successful individuals celebrate their uniqueness, fostering strong self-esteem and resilience.Silence and Spirituality: Regular moments of silence or meditation contribute to emotional and spiritual well-being, providing clarity and guidance in decision-making.Goal Setting with Purpose: Goals, when aligned with a deeper purpose, contribute to a sense of fulfillment. The journey of pursuing meaningful objectives is as crucial as achieving them.Interconnected Relationships: The concept of family extends beyond blood relations to include all interconnected relationships, fostering a sense of community and support.Divine Dissatisfaction: While appreciating current achievements, it's natural to aspire for more, driving continuous personal and professional growth.QUOTES
"Life is a journey with ups and downs; embracing the ebb and flow contributes to true happiness.""Spirituality isn't confined to religious beliefs; it's expressed through acts of kindness, mentorship, and contributions to others' well-being.""Goal setting with purpose creates a sense of purposefulness, contributing to self-esteem and resilience.""Harmony at home begins with recognizing and appreciating the interconnectedness of all relationships, fostering a supportive community.""Divine dissatisfaction encourages the pursuit of meaningful objectives, ensuring a constant drive for personal and professional growth."Connect and learn more about Stephen D'Angelo and their works.
Stephen’s LinkedIn: https://www.linkedin.com/in/stephendangelo/Stephen’s Book: https://www.amazon.com/Single-Day-Peace-Inspirational-Principles/dp/1637460333If 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
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In this episode of the Disruptive Successor, Jonathan Goldhill engages in an insightful conversation with Richard Parker, an expert in business acquisition and a managing partner at Diomo. Richard shares his journey from mentoring Ray Dalio's son to his extensive experience in buying and selling businesses. He delves into the critical importance of honesty, radical transparency, and aligning skills with business acquisitions. The episode explores the pitfalls of business buying, the role of experience versus expertise, and Richard's mission to empower aspiring entrepreneurs in making informed decisions about buying businesses.
KEY TAKEAWAYS
The significance of honesty, radical transparency, and integrity in successful business operations.Differentiating between experience and expertise when pursuing business acquisitions.The complexities and challenges of evaluating and buying a business, emphasizing the importance of skill alignment.The role of previous failures and lessons learned in shaping successful business ventures.The absence of meaningful guidance for individual investors looking to acquire businesses and Richard's initiative to fill this gap.QUOTES
"We love weaknesses because they really work to bolster people's weaknesses and enhance their strengths.""Confuse expertise with experience. It's what you've done in an industry that matters when acquiring a business, not just experience in that industry.""The average person would have bought that business. It was only from experience that I was able to see where the skeletons and bodies were."Connect and learn more about Richard Parker in this link below.
LinkedIn: https://www.linkedin.com/in/richparker1/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
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Join host Jonathan Goldhill on the Disruptive Successor show as he delves into the incredible journey of Zach Carlin, a former professional athlete who ventured into entrepreneurship. In this episode, Zach shares how his experiences as a fighter and CrossFit competitor shaped his mindset and approach towards business, highlighting the crucial connections between discipline, personal development, and entrepreneurial success.
KEY TAKEAWAYS
The Power of Discipline and Synergy: Explore how the discipline and focus honed through athletic pursuits directly translate into entrepreneurial success.Integrated Approach to Success: Understand the interconnectedness of various aspects in achieving success, whether in fitness or business, emphasizing the importance of holistic growth.Adaptability and Resilience: Learn from Zach's journey of navigating setbacks, pivoting between careers, and leveraging opportunities for growth in different fields.Personal Development for Professional Growth: Recognize the significance of continuous personal development in enhancing leadership skills, communication, and overall business acumen.QUOTES
"Everything has to work together. It's the same in business—every component must align cohesively for success.""Discipline creates habits, and having systems for habit formation reduces the need for excessive discipline.""Your business can only climb as high as your personal foundation. Always aim to stay ahead and continuously evolve."Connect and learn more about Zach Carlin in this link below.
LinkedIn: https://www.linkedin.com/in/zach-carlin-799955228/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
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In this episode of the Disruptive Successor Show, Jonathan Goldhill engages in an illuminating conversation with third-generation family business owner Michael Ghilotti. Spanning over 110 years, the Ghilotti family's construction business journey encapsulates a saga of entrepreneurial resilience, family dynamics, and evolving industry practices. Michael delves into the rich history of Gelati Brothers, chronicling its growth, challenges, and the generational shifts that shaped the company. The conversation explores the complexities of family dynamics within a business, the challenges of succession planning, and the crucial role of servant leadership in steering a legacy forward.
KEY TAKEAWAYS
Navigating Generational Transitions: Understanding the evolution from second to third generations in a family business and the shifts in mindset, approach, and challenges they bring.Facilitated Project Partnering: Exploring a transformative approach to construction projects, emphasizing collaborative goals, mutual trust, and proactive stakeholder engagement for enhanced project outcomes.Succession Planning & Leadership Development: The importance of early succession planning, aligning family members' aspirations with the business's future, and nurturing leadership skills in the next generation.Challenges of Doing Business in California: Insights into the complexities and regulatory hurdles faced by businesses in California, including labor laws, employee rights, and navigating industry-specific regulations.QUOTES
"You can't start that discussion soon enough. Connecting with their vision and role is crucial.""When the business runs you and you don't run the business, that's not success." - Michael Ghilotti on redefining success in family businesses."Creating a culture of organizational excellence is vital. A strong team committed to shared goals makes the owner's role easier.""California poses challenges from labor laws to industry regulations, making external alliances and advocacy vital for business resilience."Connect and learn more about Michael Ghilotti in this link below.
LinkedIn: https://www.linkedin.com/in/michael-ghilotti-8b79a111/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
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In this episode of the Disruptive Successor Show, Jonathan Goldhill in a thought-provoking conversation with Maryann G. Bell about the critical need for prenuptial agreements (prenups) in family businesses. Explore how prenups transcend financial concerns, safeguarding family assets, business continuity, and stakeholders' interests. Discover why planning for generational transitions and implementing family policies can prevent disruptions, protect legacies, and ensure harmony in family-owned enterprises.
KEY TAKEAWAYS
Policies before It's Personal: Establishing family policies governing ownership, transfers, and governance of family businesses before individual scenarios arise.Modernizing Preconceptions: Evolving attitudes toward prenups, driven by increased financial literacy and changing marital dynamics, necessitating clear communication and legally sound agreements.Continuous Documentation: Regularly updating legal documents like prenups, estate plans, and postnuptial agreements to align with current family dynamics and protect assets and intents.QUOTES
"Policies before it's personal. Establishing clear guidelines for ownership and governance of family businesses should be a priority.""Modern times demand modern measures. Evolving attitudes toward prenups reflect increased financial literacy and a shift in marital perceptions.""Continuously updating legal documents ensures protection for assets and intents amidst changing family dynamics."Connect and learn more about Maryann (Gallivan) Bell in this link below.
LinkedIn: https://www.linkedin.com/in/maryann-bell-1212074/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
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In this episode of the Disruptive Successor Show, host Jonathan Goldhill and Jill Shipley, Head of Governance and Education at ALTI Tiedemann Global, delve into the challenges and strategies of navigating charitable giving, raising responsible heirs, and fostering intergenerational dialogue within affluent families. They explore the nuances of managing wealth, instilling values, and engaging younger generations in philanthropy.
KEY TAKEAWAYS
Navigating Wealth and Responsibility: The conversation revolves around the challenges faced by affluent families in raising responsible heirs amidst financial abundance, emphasizing the importance of instilling purpose and values beyond monetary wealth.Generational Dynamics: Understanding the shifts in values and motivations across generations, exploring ways to bridge the gap between different perspectives on wealth, success, and charitable giving.Engaging in Charitable Conversations: Encouraging open dialogue among family members, fostering a shared understanding of philanthropic goals, and finding common ground to make a positive impact within the community.Empathy and Learning: Emphasizing the significance of empathy, respect, and learning across generations, encouraging younger heirs to actively engage with older family members to understand their values and experiences.QUOTES
"Money is a tool that provides opportunity but also carries responsibility. It can be a burden when unprepared for its weight.""Success should not solely depend on income. Purpose and meaning matter just as much, if not more, than monetary wealth.""Let's focus on what we agree on rather than fighting about what we disagree on, especially when engaging in shared family giving."Connect and learn more about Jill Shipley in this link below.
LinkedIn: https://www.linkedin.com/in/jill-shipley-a8116213/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
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In this episode of the Disruptive Successor Show, host Jonathan Goldhill and Abbe Large from Lenox Advisors delve into the nuanced world of financial planning. Abbe, a dedicated professional, shares her profound insights and experiences navigating difficult financial realities while emphasizing the importance of empathy and understanding in wealth management. Unpacking the psychological nuances of clients' relationships with money, Abbe discusses the significance of addressing familial dynamics, legacy planning, and intergenerational wealth transfer. Discover how her personal journey caring for her father shaped her unwavering commitment to empower clients beyond financial figures.
KEY TAKEAWAYS
The depth of empathy in financial planning: Abbe's approach emphasizes understanding clients' childhood relationships with money, fostering deep conversations to determine their financial behaviors and risk profiles.Facilitating difficult dialogues: From marital differences in financial outlooks to intergenerational wealth transfer, Abbe provides tools and language to aid clients in navigating emotional and complex discussions.The human side of wealth management: Abbe's personal experience caring for her father highlights the true value of financial products, allowing families to focus on love and support during challenging times.QUOTES
"I've married my intuitiveness with the mathematics of financial planning. They don't call me 'Dear Abbe' for nothing.""It's about understanding the 'why' behind decisions. Giving clients the tools to communicate is what really matters.""I have a whole new appreciation for the products that I show people because I know what it does. And if I had to worry about the money, it would suck even more."Connect and learn more about Abbe Large in this link below.
LinkedIn: https://www.linkedin.com/in/abbelarge/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
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