A Seat At The Table podcast

#MBA #Non-Profit #Business #Capital Region Family Business Center

32:17

Jay is more than just the host of All About Change podcast. He is a lawyer and international activist, who has focused his life’s work on seeking social justice by advocating for the rights of people with disabilities worldwide. On the special episode of All About Change, Mijon Zulu, the managing producer of the "All About Change" podcast, is taking over hosting duties to interview Jay Ruderman about his new book, his activist journey, and why activism is even more important today. Episode Chapters (0:00) intro (02:38) How does one choose a cause to go after? (03:33) Jay’s path to activism (07:50) Practical steps a new activist can take (09:24) Confrontation vs trolling (17:36) Learning from activists operating in different sectors (19:20) Resilience in activism (22:24) Reflections on Find Your Fight and goodbye For video episodes, watch on www.youtube.com/@therudermanfamilyfoundation Stay in touch: X: @JayRuderman | @RudermanFdn LinkedIn: Jay Ruderman | Ruderman Family Foundation Instagram: All About Change Podcast | Ruderman Family Foundation To learn more about the podcast, visit https://allaboutchangepodcast.com/ Looking for more insights into the world of activism? Be sure to check out Jay’s brand new book, Find Your Fight , in which Jay teaches the next generation of activists and advocates how to step up and bring about lasting change. You can find Find Your Fight wherever you buy your books, and you can learn more about it at www.jayruderman.com .…

A Seat at the Table

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Welcome to A Seat at the Table, Trials and Triumphs of Family Business, hosted by Natalie Mariani Kling, a 4th generation family business owner. This program is a creation of The Capital Region Family Business Center, a non-profit agency whose purpose is to help family businesses grow and prosper.One thing about being a part of a family business, is that it’s unique. Family businesses often began very simply, with a person who had an idea. Rarely were these people educated in business or finance, they usually didn’t have big investors, sometimes, they didn’t even speak English. But they saw an opportunity that could support their family, and so they started.Once these family businesses grow and are handed to 2nd, 3rd, 4th generations, there are not only the complexities of any growing business, but also the dynamics of family and relationships and navigating things like, which family member will be CEO, should this year's profits be reinvested or distributed? Differences in opinions can complicate Sunday night dinners, estate planning, who wants to keep running this business, preserving a legacy, entitlement, privilege, imposter syndrome…but there can also be magic.In a time where we want to KNOW the people behind a brand, and where authenticity and trust play a big part in our purchases as consumers, having a family that runs and operates a business over generations can create a very special culture where its success is built on relationships from vendors to employees to customers.On this podcast, expect real conversations with real family business members about what it’s like to be in a family business, run a family business, and the trials and triumphs of taking it into the next generation.

34 episodes

A Seat at the Table

updated about a year ago

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34 episodes

#MBA #Non-Profit #Business #Capital Region Family Business Center

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1
Episode 33: Resilience & Innovation - Burger Rehabilitation's 46 Years in Healthcare. 58:09

5 weeks ago58:09

58:09

Let us know what you thought of this episode and any other comments you may have. Imagine growing up in a family business where your weekends were spent in a rehab clinic, with the promise of "one more minute" being more a mom’s mantra than a reality. This episode brings you into the heartwarming and often hilarious world of the Burger family, the minds behind Burger Rehabilitation Systems. Carol Burger, the pioneering founder, joins us with her sons, Sean and Eric, to share their inspiring journey from a tight-knit family operation to a successful enterprise with over 200 employees. The conversation is rich with nostalgia as they recount tales of childhood antics, unexpected lessons learned alongside a pizza parlor, and even the time the Folsom Zoo called for help with a bear named Ursula. As the business has evolved, so have the roles and dynamics within the Burger family. Carol reflects on the unplanned path that led her to entrepreneurship and the resilience required to navigate the healthcare industry's shifting landscape. Sean and Eric candidly discuss how they carved out their own niches within the company, balancing individual passions with family expectations. From sports performance clinics to diversifying skill sets beyond clinical roles, the brothers highlight the importance of innovation and respect in transitioning leadership to the second generation. Their story offers valuable insights into the complexities and opportunities of running a family business. Healthcare industry challenges are numerous, from administrative burdens to high clinician turnover rates, but the Burgers present a hopeful perspective on the future. They tackle tough subjects like work-life balance and the competitive job market while celebrating the profound impact of dedicated care. Personal stories, including that of a long-term client whose life was transformed through therapy, underscore the deep sense of purpose that drives their work. With every triumph and setback, the Burger family exemplifies the power of perseverance, the importance of a supportive network, and the joy of small victories along the road to success. For more information on Burger Rehabilitation, you can visit the website HERE. Chapter Summaries (00:00) Burger Rehabilitation Systems Family Introduction The Burger family shares their roles and the history of their family-run business, which offers various healthcare services in the Sacramento area. (09:19) Growing Up in the Family Business Childhood memories, family involvement, and unique experiences in the early days of the Burger family business. (18:53) Evolution of Family Business Roles Family tradition, stability, and diversifying skills shape career paths in healthcare within a family-run company. (24:12) Navigating Family Business Autonomy and Control Carol and her sons reflect on their journey in a family business, emphasizing resilience, adaptability, leadership challenges, and mentorship. (32:14) Navigating Family Business Vision Transitioning leadership in a family business, balancing personalities and perspectives, generational shift, establishing clear path for second generation's leadership. (45:02) Challenges and Opportunities in Healthcare Healthcare industry challenges include high costs, insurance complexities, clinician turnover, and evolving attitudes towards work-life balance. (53:43) Family Business Encouragement and Support Persistence, continuous learning, and small victories contribute to personal growth and development. To learn more about the Capital Region Family Business Center visit our website HERE…

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Episode 32: Succession Sidelined. River Vista Farms' Melissa Yerxa Ortiz Shares Her Difficult Decision to Leave the Family Business. 1:09:58

14 weeks ago1:09:58

1:09:58

Let us know what you thought of this episode and any other comments you may have. Can family loyalty coexist with personal fulfillment in a family business? What happens when the family legacy is upended by a choice to leave? And when that choice is made by a woman or daughter vs a son? Join us for a heartfelt conversation with Melissa Ortiz of River Vista Farms as we unravel the emotional complexities of returning to family-run enterprises. Through candid storytelling, we examine the challenges of stepping into roles shaped by generational expectations and how these experiences can lead to the difficult decision to step away. This episode promises to deliver insights on balancing family ties with personal aspirations, offering guidance for those navigating similar paths. Melissa and I reflect on the wisdom handed down by our family members and the courageous journey of implementing change in traditional business environments. We share stories of embracing modern tools and strategies to breathe new life into family businesses, from digital systems to employee wellness programs. These experiences highlight the importance of aligning one's skills and passions with their professional roles and how this alignment—or lack thereof—can impact personal well-being and relationships as well as the family business itself. Throughout the episode, we explore the delicate dance of communication and legacy within family enterprises. We touch on the value and power of open dialogues and the courage needed to pursue paths that truly resonate with one's individual dreams. Whether you're part of a family business or simply intrigued by the dynamics of these unique ventures and how a woman's role in them can be difficult, you'll find our discussion underscores the lasting value of prioritizing personal growth and familial harmony over traditional notions of business success. CHAPTER SUMMARIES (00:00) Navigating Family Business Challenges Family business members discuss the emotional journey of returning to and leaving a family business, highlighting the tension between loyalty and personal fulfillment. (11:36) Returning to Family Business Legacy Returning to a family business in Colusa, California, reflecting on childhood experiences, navigating dynamics and challenges, and fostering a thriving work environment. (18:01) Navigating Family Business Leadership Returning to a family-run agricultural business in California, navigating HR compliance, and balancing personal fulfillment with family loyalty. (32:13) Implementing Digital Systems for Family Business Nature's challenges and successes in implementing the H-2A worker visa program on a ranch, utilizing familial connections and transitioning to digital processes. (42:03) Entrepreneurial Vision in Family Business Transitioning from traditional to digital marketing, facing resistance, prioritizing employee wellness, and community support in a family business. (46:56) Navigating Family Business Succession Returning to hometown, balancing family loyalty and personal fulfillment, facing financial pressures, and transitioning to align with passions. (54:23) Balancing Family Business and Relationships Family business complexities, stepping away for improved relationships, challenges of change, prioritizing personal well-being and relationships. (01:02:20) Family Business Communication and Legacy Communication, education, work-life balance, and parental expectations in family businesses and the importance of open dialogues. To learn more about the Capital Region Family Business Center visit our website HERE…

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Episode 31: Denio's Farmers Market. Remarkable Resilience Through Generations. 57:51

17 weeks ago57:51

57:51

Let us know what you thought of this episode and any other comments you may have. Growing up, I spent countless weekends with my family at local markets, surrounded by vibrant sights and sounds, which makes today's guest story resonate deeply. Tracie and Eric Denio take us on a nostalgic journey through the history of Denio's Farmer's Market and Swap Meet, a venture started by their remarkable grandparents, Jim and Marilee Denio. From auctioning quirky items like used dentures in the 1960s to the market's evolution into a modern community hub, their tales are a testament to resilience and innovative family spirit. Through the lens of Eric and Tracie's leadership, we explore the dynamic of a family business that has thrived over generations. They share the importance of hands-on experiences, from managing hot dog carts to sweeping floors, which shaped their business acumen and commitment to maintaining a family-friendly environment. Their dedication to community engagement and environmental responsibility has kept Denio's a beloved destination in Roseville, illustrating how the foundational principles of their grandparents continue to guide them. We explore the challenges and rewards of running a family business, highlighting the unique sibling dynamic between Tracie and Eric as well. Their stories of balancing personal aspirations with the family legacy, influenced by their French-Canadian roots and Christian values, offer a heartwarming glimpse into the fabric of their family. As they navigate the future of Denio's, their commitment to their team and community shines through, leaving us inspired by the enduring spirit of family and community that defines Denio's Farmer's Market. To learn more about Denio's and for location and hours visit their website in this LINK Chapter Summaries (00:00) Evolution of Denio's Farmers Market Denio's Farmer's Market and Swap Meet's rich history, from grandparents' contrasting strengths to modern customer-friendly environment. (13:57) Legacy of Family-Friendly Denio's Market Third-generation owners embody values instilled by grandparents, emphasizing community engagement and environmental responsibility at Denio's family-run business. (18:34) Generational Legacy of Family-Owned Business Grandparents' partnership, joyful companionship, world tour, and legacy inspire future generations to cherish relationships and embrace life's adventures. (26:19) Family Dynamics in Business Succession Family business, French-Canadian heritage, hands-on approach, education, and work ethic passed down through generations. (31:25) Family Business Succession Planning The emotional and professional journey of inheriting a family business, the transition process, and future plans for involving the next generation. (39:44) Family Values in Business Succession Sibling teamwork, Christian values, and leadership skills are highlighted in the challenges faced by a family business during COVID-19. (51:33) Dedicated Team Drives Family Business Tracie and Eric's commitment to their team and community, strong relationships with employees and vendors, and recognition in Comstock magazine. To learn more about the Capital Region Family Business Center visit our website HERE…

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Episode 30: Mulvaney's B&L Builds Community with Love and Food. 54:53

20 weeks ago54:53

54:53

Let us know what you thought of this episode and any other comments you may have. Can a restaurant truly be a catalyst for change and community connection? Join us as we sit down with Patrick Mulvaney, co-founder of Mulvaney's B&L, to uncover the powerful intersections of food, love, and societal transformation. Patrick shares his inspirational journey of turning an old firehouse into a beloved dining destination, and how the spirit of "It's a Wonderful Life" fuels their mission to create a heartfelt community hub. From a memorable White House visit post-2024 election to the bustling early days supported by a loyal local community, Patrick reveals the indelible impact a restaurant can have beyond just serving meals. In our conversation, we explore Patrick's reflections on Sacramento's dynamic food scene and his collaborative efforts with influential figures like Santana Diaz to push the envelope in sustainability and local sourcing. Patrick opens up about the trials and triumphs of the pandemic era, and how resilience and adaptability became their guiding stars. With a focus on mentorship, he offers invaluable advice for young restaurateurs eager to make their mark through community engagement and authentic leadership, underscoring the legacy-building power of passion-driven pursuits. Patrick and his wife, Bobbin, also share insights on the crucial importance of mental health in the restaurant industry, highlighting Bobbin's innovative "I Got Your Back" program. By fostering open conversations about mental well-being, they aim to create a compassionate work environment. The episode wraps up with a heartfelt discussion about balancing family dynamics in a business setting, highlighting the joys and challenges of running a family restaurant. Patrick's vision for the future is grounded in contentment and community service, offering a hopeful and inspiring outlook for restaurateurs and community builders alike. To learn more about Mulvaney's B&L visit the website HERE To learn more about the Capital Region Family Business Center visit our website HERE…

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Episode 29: The Family Tradition... Bishops Farm. An Encore Episode. 49:10

27 weeks ago49:10

49:10

Let us know what you thought of this episode and any other comments you may have. In 1973, Wayne’s parents, Bill and Sandy Bishop planted the first pumpkins and invited local schools to come visit the farm. Soon after that Sandy and her friends started baking pies in her kitchen to sell to guests when they came to visit. Since then the Bishop’s built a full scale bakery where they still bake scratch made pumpkin pie from pumpkins grown on the farm along with other delicious treats. Over the years they added fun farm rides and attractions and they have become the largest U-Pick pumpkin field in the world welcoming 275,000 guests each year. Wayne now runs the farm with his wife and two sons and he talks about growing up with his house always smelling of fresh pie, the benefits and struggles of working with his parents and now his sons and how doing a SWOT analysis for the business (strengths, weakness, opportunities and threats) drastically improved how they operate. Visit Bishop’s Pumpkin Farm website Visit the Capital Region Family Business Center here Visit River City Bank HERE To learn more about the Capital Region Family Business Center visit our website HERE…

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Episode 28: BFBA's Multi Generational Leadership is Built on a Legacy of People First. 59:04

31 weeks ago59:04

59:04

Let us know what you thought of this episode and any other comments you may have. Join us for an insightful conversation with Dave Boyce, Nate Boyce, and Ben Brown as we touch upon the importance of generational transitions, and share a few laughs along the way. Our discussion begins with a recounting of Dave and his younger brother Craig's imaginative adventures, setting a light-hearted tone for our chat. Discover the fascinating story behind the formation of Sacramento's largest regional accounting firm, BFBA. It all started with a casual dinner at Black Angus Restaurant in Citrus Heights, where Dave, Craig, Rob Fink, and Miles Brown discussed their dissatisfaction with their current career paths and envisioned a new business together. We reflect on the familial and entrepreneurial influences that shaped their journey, particularly Dave's father's dream of self-employment. As we move forward, we discuss the firm's emphasis on people and relationships, the importance of work-life balance, and their unique mission statement that prioritizes high-quality client relationships over mere revenue generation. We then explore the challenges and triumphs of leadership transitions within BFBA, focusing on Ben's journey to becoming the managing partner. Ben shares his initial feelings of unpreparedness and his efforts to develop softer skills with the guidance of his father, Miles. We also highlight the importance of self-awareness, effective communication, and exemplifying core values within the firm. The conversation wraps up with a look at navigating family dynamics in a business setting, the rare achievement of a second-generation CPA firm, and the ongoing efforts to maintain a dynamic, family-focused culture that supports personal and professional growth. To learn more about BFBA and learn why they're the leading accounting firm in the region, visit https://bfba.com/ To lear more about the Capital Region Family Business Center visit https://capfamilybus.org/ Episode Highlights (04:37 - 05:43) Brothers' Dinner Sparks Accounting Firm (08:38 - 10:18) Entrepreneurial Dreams and Failed Business (17:49 - 18:42) Work-Life Balance Policy Impact (27:54 - 30:34) Career Shift to Family Business (37:43 - 38:49) Decision to Stay Independent (45:44 - 46:56) Navigating Conflict in Family Businesses (53:10 - 55:20) Navigating Role Dynamics in the Workplace (58:26 - 01:00:23) Prioritizing Families in the Workplace (01:06:25 - 01:07:53) Benefits of Family Business Center Chapter Summaries (00:01) Podcast Interview Preparation and Banter Childhood memories, generational family transitions, and the importance of personal stories in professional settings. (04:37) Formation of Regional Accounting Firm Four men discuss forming a business due to dissatisfaction with their accounting firms, influenced by familial and entrepreneurial dreams. (12:57) Building a Relationship-Focused Firm Formation and evolution of accounting firm, prioritizing relationships, work-life balance, and initial mission statement creation. (23:14) Generational Transition in Accounting Firm Two individuals share their career journeys from big accounting firms to joining their family's firm, valuing work-life balance. (34:42) National Firm Acquisition Decision-Making BFBA considered acquisition by larger firm, but chose to remain independent with Ben as managing partner. (39:09) Succession Planning and Soft Skills Ben's transition to managing partner involved self-improvement, learning from his father, and exempl To learn more about the Capital Region Family Business Center visit our website HERE…

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Episode 27: Faith, Family, and Ice Cream: The Legacy of Leatherby's Family Creamery 1:06:27

36 weeks ago1:06:27

1:06:27

Let us know what you thought of this episode and any other comments you may have. Join your host, Natalie Mariani-Kling, for an inspiring journey as she recounts the remarkable transformation of Dave Leatherby Sr. and his wife Sally, who transitioned from a small farming town in Iowa to a life of profound faith and generosity on the West Coast. She'll explore how Dave Sr.'s career with Safeway, and his mentorship under Bert Bride, led to a life-altering experience through the reading of Catholic saints' lives and his eventual baptism into Catholicism. This newfound faith not only redefined their personal lives but also reshaped their family dynamics and charitable endeavors. As the eldest of ten children, Dave Leatherby Jr. shares his unique perspective on how his parents' commitment to their faith influenced their family and community, despite facing challenges and anti-Catholic sentiment in their Midwest roots. In the conversation, Natalie delves into the establishment of Leatherby's Family Creamery, a family business built on the solid foundation of faith and values. Dave Sr.'s unwavering commitment to his Catholic faith permeated every aspect of their lives, from never missing daily Mass to integrating these values into their business. Listen in as they explore how this faith-driven optimism and joy laid the groundwork for a successful and joyful family enterprise, creating a legacy that continues to inspire and connect people through shared experiences and service. The journey wasn't without its trials, however. You'll hear stories of overcoming financial struggles, skepticism from banks, and the pivotal moments of support from unexpected places, such as the generous loan from Mr. Ratterman and the transformative feature by the Sacramento Bee. Through personal anecdotes and reflections, the importance of community, perseverance, and divine providence in building and sustaining Leatherby's Family Creamery is clear. This episode is a testament to the power of faith, family, and the enduring impact of generosity and kindness in both personal and business life. To learn more about Leatherby's Family Creamery visit: https://leatherbys.net/ To learn more about the Capital Region Family Business Center visit: https://capfamilybus.org/ To learn more about our sponsor, River City Bank, visit: https://rivercitybank.com/ Episode Highlights (01:56 - 03:19) Life-Changing Encounter With Catholic Faith (12:13 - 13:18) Impact of Positive Spirit and Joy (15:57 - 17:12) From Salesman to Ice Cream Entrepreneur (20:14 - 21:05) Legacy of Longstanding Ice Cream Parlor (22:58 - 24:40) Ice Cream Parlor Business Development (33:05 - 34:20) Leatherby Family Creamy Business Success (41:36 - 42:52) Family's Contribution to Business Franchise (47:27 - 48:55) Family Business Struggles and Resilience (51:51 - 53:05) Importance of Family Business Communication (01:04:44 - 01:05:50) Act of Kindness in Community Chapter Summaries (00:00) Family Embraces Faith and Generosity Dave Sr. and Sally's transformative journey to Catholicism reshapes their family dynamics and charitable endeavors. (09:28) Family Business Built on Faith My father's unwavering Catholic faith shaped our family and business, inspiring a legacy of joy, service, and connection. (18:21) Creating a Family Ice Cream Legacy Successful retail business journey from microwaves to ice cream, with mentorship from Foremost Dairy. (25:05) Family Ice Cream Business Overcomes Adversity Family support, faith, and unexpected kindness helped us To learn more about the Capital Region Family Business Center visit our website HERE…

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Episode 26: Continuing the NorCal Beverage Family Legacy Beyond the Sale. 53:47

40 weeks ago53:47

53:47

Let us know what you thought of this episode and any other comments you may have. What does it take to transform a small family business into a major player in the beverage industry? Discover the incredible legacy of NorCal Beverage, beginning with Shannon Deary-Bell's grandfather, who turned his Coca-Cola salesmanship into the entrepreneurial foundation of Hires Bottling in 1937. You'll hear the story of Shannon's father and uncle, who made the courageous decision to sell their profitable stocks to protect the family business and its employees, embodying a people-first philosophy that has defined NorCal's journey and continuing legacy. You'll also hear of the tenacity and determination of Shannon as a young manager having to deal with the complexity of "busting" a union that misrepresented itself to the employees. Her pursuit of what was the right thing to do, let to a much greater acceptance from her employees and family alike. Uncover the strategic genius behind NorCal's significant pivot in 2007, when the company shifted focus from bottling popular brands like Dr. Pepper and Snapple to co-packing. This bold move led to lucrative partnerships with major brands like Arizona Tea, Red Bull, Monster, and Gatorade, propelling NorCal to new heights. We delve into how Shannon's insistence for a particular seat at luncheon led to a critical meeting with the CEO of Red Bull in France that opened doors to substantial opportunities, highlighting the company's resilience and adaptability in the face of industry challenges. Finally, we explore the complexities of family business dynamics, focusing on succession planning, leadership transitions, and the difficult and emotional decision to sell the business during the COVID-19 pandemic. Hear Shannon's son Riley, explain his personal account of returning to the family fold to save jobs and his reflections on the pressures and rewards of taking on a leadership role in a newly developed company. Shannon and Riley discuss the importance of personal accountability, hard work, and seizing growth opportunities while maintaining a people-centered approach. Dedication and passion continue to drive their new venture setting the stage of familial business success once again. To learn more about NC Equipment Solutions visit https://nceqs.com/ or you can contact them at: Dispatch & General Inquiries: (916) 372-7700 ; fsd@NCEQS.com Accounts Receivables: (916) 374-2657 ; AR@NCEQS.com Accounts Payables: (916) 372 7700 ext. 2436 ; AP@NCEQS.com Episode Highlights (05:32 - 06:00) The Power of Community (13:57 - 15:01) Trust and Communication in Relationships (18:14 - 19:19) Meeting Red Bull CEO in France (21:59 - 23:40) Succession Planning for Company Presidency (25:58 - 27:02) Father-Son Relationship and Business Sale (32:51 - 34:20) Company Restructuring Saves Jobs (37:46 - 39:09) Family Business Responsibilities and Rewards (44:25 - 45:41) Navigating Entrepreneurship at a Young Age Chapter Summaries (00:00) Building a Family Business Legacy NorCal Beverage's history, family commitment, and employee safeguarding, from Shannon's grandfather's vision to her taking over the business. (15:03) Succession Planning and Co-Packing Success NorCal Beverage's strategic pivot to co-packing led to partnerships with Arizona Tea, Red Bull, Monster, and Gatorade, driving growth and resilience. (23:06) Navigating Family Business To learn more about the Capital Region Family Business Center visit our website HERE…

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Episode 25: Lawson Mechanical's 3 Generations of Grit and Growth. 51:53

44 weeks ago51:53

51:53

Let us know what you thought of this episode and any other comments you may have. Can you imagine hopping freight trains across the country to build a business empire during one of the toughest times in American history? Join your host, Natalie Mariani-Kling, as she welcomes David Lawson, President of Lawson Mechanical, who recounts the extraordinary story of his grandfather, transforming from a resilient South Dakota youth into the founder of Sacramento's leading mechanical construction firm. From surviving the Great Depression to learning essential trades during World War II, this is a narrative of ambition and tenacity that laid the groundwork for a multimillion-dollar enterprise. David shares the rich history of Lawson Mechanical, spanning three generations of leadership and innovation. The discussion covers the unique skills each generation brought to the table—from his grandfather's pioneering business strategies to his father's expertise in mechanical systems and people management. David's own path, marked by a blend of political acumen and historical insight, showcases a modern approach to maintaining and growing a family business. This episode is not only a deep dive into the critical moments that forged their legacy but also a testament to the transformative power of education and early exposure to industry. Navigating the complexities of leadership transitions within a family business is no small feat. David opens up about the emotional and practical challenges he faced moving from a political career to operations management, eventually becoming the president of Lawson Mechanical. Natalie explores the delicate balance of supporting a cohesive company culture while empowering family members to find their own paths. Using Lawson Mechanical as a lens, the conversation moves to the broader implications of what truly defines a family business versus a business owned by a family, highlighting how meaningful contributions from multiple families strengthen the organization's identity. This is an insightful conversation about preserving purpose and navigating the intricate balance of family and business. To learn more about Lawson Mechanical visit: https://www.lawsonmechanical.com/contact/ For more information about the Family Business Center visit: Capital Region Family Business Center website To learn more about how our sponsor, River City Bank may help your family business, visit website: River City Bank Chapter Summaries (00:00) Legacy of Lawson Mechanical Firm David Lawson shares his grandfather's journey from South Dakota to California, and how their family business evolved over 80 years. (08:45) Generational Business Success and Growth Three generations of a family business, with a foundation in management, mechanical systems, and community projects. (15:12) Navigating Leadership Transitions in Family Business Navigating California politics, transitioning to operations management in a family business, and finding purpose as president. (28:16) Family Business Success and Culture Challenges and responsibilities in a family business, proving worth, unique perspectives, cohesive culture, and working on the business. (39:26) Defining Family vs Business Ownership Family business vs. business owned by family, using Lawson Mechanical as a case study, embracing multiple families to strengthen identity. HIGHLIGHTS (04:37 - 05:25) Gas Station Ledger Reflections Over Time (10:51 - 11:44) Legacy of Strong Employee Relationship To learn more about the Capital Region Family Business Center visit our website HERE…

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Episode 24: Cementing the Legacy. How Clark Pacific's Unique Leadership Has Built a Resilient and Sustaining Enterprise. 39:29

49 weeks ago39:29

39:29

Let us know what you thought of this episode and any other comments you may have. Today's episode displays a wonderful tale of a company's heart and soul as Don Clark, the second-generation co-leader of the family-operated Clark Pacific, takes us behind the scenes of a business that has stood the test of time. Here's your opportunity to learn from a legacy of innovation and resilient leadership as we follow the company's transformation from its early days as a manufacturer of prefab construction products to a robust pillar in the construction industry. Don's account of his and his brother's ascent to the ranks of co-CEOs, under the guiding influence of their father's fervor, is not just a story—it's an inspiring blueprint for nurturing a family business across the decades. Venture with us into the core of family-centric leadership, where work-life harmony paints the daily canvas, and discover the delicate dance of co-running a company with a sibling. As Don describes the art of balancing brotherhood with business, we uncover the value of external coaching and the far-reaching impact it has on preserving family ties within the company framework. This episode is not merely an overview; it's an insightful guide into the intricacies of multi-generational success and the strategies that have fortified Clark Pacific's familial foundation. Our discussion reaches a crescendo as we celebrate the innate strengths that give family businesses an edge over corporate behemoths. Don passionately illustrates how a culture of care and personal support not only cements long-term careers but also fosters an environment where employees thrive like family. If you've ever wondered about the ingredients that make family enterprises resilient through economic ebbs and flows, this episode serves up the answers, highlighting how they adapt, support, and triumph through each challenge. Join us for a heartening exploration into the world of family business, where every success is built on the shoulders of shared values and strong relationships. For more information on Clark Pacific, you can visit their website: https://www.clarkpacific.com/ For more information about the Family Business Center visit: Capital Region Family Business Center website To learn more about how our sponsor, River City Bank may help your family business, visit their website: River City Bank To learn more about the Capital Region Family Business Center visit our website HERE…

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Episode 23: Potatoes to Petite Sirah: Multigenerational Resilience Yields the Greatest Harvest for Bogle Family Vineyards. 56:04

1 year ago56:04

56:04

Let us know what you thought of this episode and any other comments you may have. Join us on this fascinating journey through the history and heart of Bogle Family Vineyards, as our guest Jody Bogle takes us back to her family's roots in the Sacramento River Delta. Discover how six generations of farming evolved into a renowned winemaking legacy, beginning with a serendipitous pivot from potatoes to Petite Sirah and Chenin Blanc grapes. Jody recounts the Bogle family's resilience through the Great Depression, their strategic foray into viticulture, and the birth of their own wine label, illustrating the powerful blend of luck, strategic shifts, and familial collaboration that has crafted the Bogle success story. Listen in as we traverse the intimate path of Bogle Vineyards, from Jodi's nostalgic childhood in the rural serenity of Clarksburg to the vineyard's expansion and commitment to sustainability. This conversation celebrates the lessons of hard work, the influence of matriarchal leadership, and the role of family dynamics in the business. Hear about the inception of new wine brands that cater to modern tastes and sustainability, including the innovative 'Elemental Wines' with its eco-friendly aluminum bottles, all while maintaining the ethos of quality and value cherished by the Bogle family. Wrapping up our discussion, we candidly address the intricacies of being a female leader in the wine industry. Jody shares her experiences balancing career and home life, the importance of a family-first culture within the workplace, and the unique perspectives women bring to leadership. Her insights offer guidance and inspiration to women navigating their professional journeys, emphasizing the enriching nature of integrating personal and professional roles. Listen for a heartening blend of storytelling, family heritage, and entrepreneurial spirit that has defined the Bogle family's enduring legacy. And of course, enjoy the story with a nice glass of wine. To learn more visit: Bogle Family Vineyards. For more information about the Family Business Center visit: Capital Region Family Business Center website To learn more about how our sponsor, River City Bank may help your family business, visit their website: River City Bank To learn more about the Capital Region Family Business Center visit our website HERE…

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Episode 22: Mikuni Sushi - From Japanese Village to American Abundance, Taro Arai Dreams BIG. 1:02:04

1 year ago1:02:04

1:02:04

Let us know what you thought of this episode and any other comments you may have. Growing up with the backdrop of a small Japanese village, Taro's yearning for freedom and acceptance was a seed that would eventually blossom into an American dream. Alongside his son Koki, Taro shares how he saved enough money from a paper route to fly his whole family to America as a teenager. He talks about how his father had a dream they should open a restaurant and how a chance encounter with a Japanese businessman landed them investment money which allowed them to fulfill that dream. With no experience running a restaurant and nearly no research into location, food costs, equipment costs or restaurant management, the family launched Mikuni 36 years ago. Even while plagued by debt and mistakes, Taro’s infectious energy and his commitment to make customers feel welcome and satisfied helped Mikuni to grow into one of the best known and loved restaurants in northern California. This is a story of family dynamics, demonstrating how personal growth and business acumen can harmonize beautifully and how to balance work with the joys of familial connection. Taro recounts the family's expansion, the trials of partnership and ownership, and the resilience instilled by his father. As we look toward the family's aspiration of reaching 50 locations by their 50th anniversary, the sense of optimism is palpable. This episode isn't just about growth; it's homage to the relentless pursuit of big dreams and the community spirit that turns them into reality. For more details about Mikuni Sushi visit http://www.mikunisushi.com For more information about the Family Business Center visit: Capital Region Family Business Center website To learn more about how our sponsor, River City Bank may help your family business, visit their website: River City Bank To learn more about the Capital Region Family Business Center visit our website HERE…

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Episode 21: Elite Service Experts Setback to Success. How Siblings Turned Family Trauma to Triumph 44:41

1 year ago44:41

44:41

Let us know what you thought of this episode and any other comments you may have. Discover the incredible transformation of Roy and Ryan Hill, the sibling duo behind Elite Service Experts, as they share their tale of turning a period of near hopelessness into a flourishing family legacy. Their father's daring decision to purchase his former employer's equipment and transition to serving an established customer base set the groundwork for what would become a testament to entrepreneurial resilience. This episode peels back the layers of their journey, from facing the hardships of leadership within a family to the powerful words of encouragement that shifted a moment of grief into a drive for success. The delicate balance of personal and professional roles that Roy and Ryan have developed came at a cost. Hear Roy's experience when a higher-paying job opportunity tested familial loyalty, and how the challenges of managing expectations within a family business become a daily reality. This candid conversation also addresses the growth born from tough love, as we learn how earning respect and experience in the workplace is non-negotiable, even for family members. Finally, it's the intricacies of family business succession and the fortitude to face financial adversity head-on that bring the story home. Roy and Ryan's story is not just about the survival of a business but also about the strength of relationships that carry a company through its darkest hours. As they share how a banking relationship and debt relief was a cornerstone in their rebound, this episode exemplifies hope for family businesses navigating their paths through uncertainty, all while holding onto the values that define and drive them towards a future built on solid ground, trust and faith. You can find Elite Service Experts on line by visiting: https://elite.gs/ For more information about the Family Business Center visit: Capital Region Family Business Center website To learn more about how our sponsor, River City Bank may help your family business, visit their website: River City Bank To learn more about the Capital Region Family Business Center visit our website HERE…

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Episode 20: Mark Haney's Growth Factory and The Backyard Advantage 59:45

1 year ago59:45

59:45

Let us know what you thought of this episode and any other comments you may have. One would not suspect a young newspaper carrier to redefine the process from sidewalk or porch drop to in-home delivery, as it was self defined. Now would one expect that to turn into his first positive business exit. But that's what you'll hear on today's episode with Mark Haney. Inspiring, educational and not without the highs and lows of taking the family business into a creative growth cycle only to find a highly leveraged situation that went from optmistic to nearly broke. A testament to the power of dreaming big, adapting to change, and seizing opportunities came from unexpected challenges. Then there's the critical role of building a strong team and fostering commitment within a business. Mark shares the essential elements that bind a team together: a compelling vision, strategic resource allocation, and an unyielding dedication to the shared goal. As a leader, he also emphasizes the contagious nature of commitment and the significance of understanding the founder's 'why'. You'll hear valuable insights into the dynamics of family businesses, the joy of shared success, and the profound impact of love and potential in creating unity. Finally, Natalie and Mark candidly discuss the balance between investor involvement and executive freedom, stressing the benefits of trust and personal investment in a company's success. Through his narrative, we see how entrepreneurs can craft a business that operates independently, enabling a life that harmonizes with their deepest values. Whether a budding entrepreneur or a seasoned business owner, this episode offers wisdom on leadership, resilience, and the pursuit of a fulfilled life. To learn more about The Growth Factory visit https://growthfactory.us/ For more information about the Family Business Center visit: Capital Region Family Business Center website To learn more about how our sponsor, River City Bank may help your family business, visit their website: River City Bank To learn more about the Capital Region Family Business Center visit our website HERE…

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Episode 19: The "Hive". Built With So Much More Than Honey. 54:57

1 year ago54:57