))
The Family Money Podcast, hosted by Rick Thomas, is a broad-based discussion of challenges and opportunities faced by multi-generational family businesses. The podcast's goal is to provide valuable discussions that will help these businesses and others better navigate the often complex but significant legacies that multi-gen businesses can have on the owners, employees, and communities.
…
continue reading
In this season one finale, Rick Thomas brings on Family Money Podcast producer, Brandon Laws, to recap season one and highlight key segments from each episode. Sponsors: First Generation Advisors & First Generation Financial
…
continue reading
In this episode of the Family Money Podcast, Rick Thomas chats with Branko Culo, of Express Professional Employers and Specialized Recruiting Group franchises in Edmonton, Alberta. You'll hear how Branko's business adapted to the pandemic and how they're planning for the future. Sponsors: First Generation Advisors & First Generation Financial…
…
continue reading
1
Taylor Gentry on What Drives the Most Value in Business Transactions
47:58
47:58
나중에 재생
나중에 재생
리스트
좋아요
좋아요
47:58
In this episode, you'll hear from Taylor Gentry of Endeavor Capital, a private equity firm in Portland, Oregon. Taylor shares valuation drivers that lead to successful exits in the SMB space. And for those contemplating exits from their business, or perhaps going through it currently, this is an informative discussion on what buyers are truly looki…
…
continue reading
1
K-Curve Case Study: Founder of Lark and Fir Realty Chylese Austin on Growing During the Pandemic
41:27
41:27
나중에 재생
나중에 재생
리스트
좋아요
좋아요
41:27
Where some businesses struggled during the pandemic, Chylese Austin and Lark and Fir Realty grew from one broker to 12 during the pandemic. How did she and her team do it? Hear how in this exclusive K-Curve Case Study with Chylese Austin. Resources/Links Mentioned in this episode: The K-Curve and the Value of Frameworks Lark + Fir Realty Sponsors: …
…
continue reading
1
K-Curve Case Study: Gary Mortensen of Stoller Wine Group on overcoming obstacles during the pandemic
55:40
55:40
나중에 재생
나중에 재생
리스트
좋아요
좋아요
55:40
Very few leaders will experience the amount of adversity and business obstacles as Gary Mortensen, President of Stoller Wine Group, experienced in 2020/2021 during the pandemic. In this exclusive K-curve case study, you'll hear how Gary and his team at Stoller Wine Group pivoted, invested in various parts of the business, and worked through challen…
…
continue reading
1
K-Curve Case Study: Aaron Crowley on Navigating the Pandemic
44:09
44:09
나중에 재생
나중에 재생
리스트
좋아요
좋아요
44:09
Like many businesses early in the pandemic, Aaron Crowley's granite and quartz business was hammered. But they navigated it and came out on top by adapting and changing with the market landscape. Don't miss this incredible K-curve case study with Aaron Crowley. Resources/Links Mentioned in this episode: The K-Curve and the Value of Frameworks Spons…
…
continue reading
How do business owners sort through all the decisions of players involved in implementing a workplace retirement plan for their organization? Here to demystify the employer-sponsored retirement plan is Eric Burnside, VP and director of business development of independent retirement, a third-party administrator, and Bonie Treichel co-founder and chi…
…
continue reading
Why is our relationship with money so mysterious? In the inaugural episode of the Family Money Podcast, I'm joined by my younger sister, Yolanda Christenson, for a discussion about money and our relationship with it. For most of us, we have an emotional reaction to money--spending it, investing it, or planning for retirement. In this episode, we'll…
…
continue reading
