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!

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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!

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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.

Episode 103 - Pivoting from Private to Public in Family Business

Nisha Balwani shares her journey as a second-generation CEO in her family business,
RCI Technologies on this episode of The Family Biz Show.

Nisha discusses the challenges and
successes of the succession process, including the importance of clear communication and
transparency, the need for patience and the value of bringing in outside expertise for exit
planning and wealth management as well as the significance of being part of a CEO peer group
for support and guidance.

The conversation covers topics such as balancing personal and
professional life, lessons from books, leadership lessons from Brene Brown's Dare to Lead, the
importance of work-life balance, and the CEO playbook. 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-6486683-031824

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.

Episode 101 – Cobbler Nights & Continuity Plans

Join us and guest Robin Hall President of VARC Solutions as we discussed the challenges and benefits of involving family members in the business, the importance of setting boundaries, and the process of growing the company and hiring employees.

Robin also shares her insights on creating a business continuity plan, implementing dashboards and metrics, and the value of participating in business organizations like Vistage.

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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!

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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.

Episode 99. Letting Go to Grow Your Family Business

In this episode, co-owner of CosmosCorp Derrik Kassebaum shares his unique story of entering the family business, the history of it and how “letting go” was what ultimately revolutionized his
business and his life.

He also highlights the significance of having a clear core purpose and values in guiding the business, the importance of communication and humility and about the learning and growth opportunities in family business, emphasizing the impact of books like 'Good to Great' and 'How the Mighty Fall’ and the development of his book “He Will Make a Way”.

Don’t miss this inspiring episode to get an idea of how your company can make
positive change every single day – starting with you! Please consider sharing this episode with
other family business owners.

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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-6205160-010824

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.