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The Family Biz Show

Dec 31, 2020

What you will learn: 

 

This week’s episode is one you won’t want to miss. I have asked Courtney Pullen to join us and work with me and my parents, Marty and Maureen Palumbos – they hesitantly agreed.  My parents and I have massaged and updated their estate plan for several years.  At a high level the plan is...


Dec 30, 2020

What you will learn: 

  • Why discussing the business or the wealth can be tougher than having the “Birds and Bees” talk and what happens if you don’t. 
  • The good, the bad, and the ugly of family conflict 
  • How equal and equitable can be a challenge within families and the secrets to navigating them. 
  • Who would...


Dec 21, 2020

What you’ll learn: 

  • How Isaac Heating and Air Conditioning has successfully transitioned into the third generation. 
  • How the Daniele Family manages businesses in two very different states. 
  • What their vision for success is when it comes to family and their employees. 
  • What advice a third generation...


Dec 18, 2020

During this podcast you will learn: 

  •  Why it’s important to understand the family’s past and the values that shaped the family business. 
  • What other family businesses are doing with their history and why you should too 
  • How to best collaborate with advisors when combining family history, family dynamics,...


Dec 10, 2020

During this episode we will be focused on the following topics: 

  • Horror stories of buy sell agreements that failed the family and the business. 
  • Why using valuation formulas is a fool’s errand. 
  • 4 of the most significant issues with buy sell agreements, which ones are in yours? 
  • The critical steps you must...