The Family Business Podcast

The Family Business Podcast
The podcast dedicated to helping your family business thrive

Family Offices and COVID-19
Oct 16 • 32 min
Bobby Stover is America’s Family Office Leader at EY. He joins us on the show this week to discuss the challenges that the COVID-19 pandemic has presented to family offices and how these are being tackled. We look at how some are adapting in different…
How to be Up in Down Times
Oct 9 • 34 min
We have spoken already on the show about the importance of looking after our wellbeing during the current COVID pandemic, and this is something that my guest this weeks feels very passionately about. Friend of the show, Mitzi Perdue joins me on this…
Successful Transitions in a Family Business
Jul 24 • 46 min
On this episode I am joined by Dr. Jim Grubman who is an internationally recognised consultant, speaker, and educator in the multidisciplinary field of family wealth psychology. He works with affluent families and their advisors to understand how wealth…
Engaging the next generation
Jul 16 • 43 min
On this weeks show I am joined by Guillermo Salazar as we discuss what family businesses can be doing to help prepare their next generation given that we are living in turbulent times. We look at the different types of mindset that people are adopting…
Re-inventing the Family Business after the pandemic
Jun 12 • 45 min
On this episode I speak with Dennis Jaffe. For over 40 years, Dennis has been one of the leading architects of the field of family enterprise consulting. As both an organisational consultant and clinical psychologist, he helps multi-generational families…
Branding and Strategy beyond COVID
Jun 3 • 43 min
As we emerge from this crisis there is an opportunity to ensure continued success for your family business. Choosing the right strategy will be the difference between doing this in a way that is aligned to your values as a family, and coming across in a…
Virtual Global Family Business Conference
Apr 9 • 23 min
Tsitsi Mutendi and Nike Anani are the co-founders of African Family Firms and they have arranged a virtual conference for family businesses with speakers from all over the World. Given that travel is restricted and gatherings are forbidden it may not seem…
Reasons to be Hopeful
Apr 6 • 33 min
We are living in unprecedented times where we are fearful for our families health, that of our own and the prospects for our businesses. It can be easy to become overwhelmed by the situation and so I offer some reasons to be hopeful in this episode. Many…
Crisis Management
Mar 27 • 58 min
We are in unprecedented times at the moment and will be facing challenges and decisions for the very first time in our lives. We have a panel of experts on this weeks show who discuss ways in which we can act that have served family businesses well during…
Using mindfulness to live well during the Corona Virus crisis
Mar 20 • 48 min
With Corona Virus impacting more and more businesses and people around World, I follow up our last episode with an interview with Martin Stepek. Martin is a mindfulness coach and also a family business expert and so can offer unique insights into how to…
Support for Family Business during Corona Virus
Mar 19 • 43 min
Corona Virus is having a huge impact on the lives of us all. It is a scary time when we are fearful for our families health and well-being and our businesses. Family businesses across the world will be trying to balance all of the conflicting priorities…
The importance of a good website
Mar 13 • 57 min
Should You Hire A Website Designer or Design Your Website Yourself? In this podcast episode, we’re talking about family business websites. I’m chatting to Martin and Lyndsay, a husband and wife team, who run Jammy Digital - a WordPress Web Design Agency…
Behavioural Marketing Automation - An interview with Kenda Macdonald
Mar 6 • 61 min
Kenda and Mike Macdonald own and run Automation Ninjas, a marketing automation business. Their journey into ownership wasn’t a straight forward one but they have created an award winning business that creates amazing customer journeys using buyer…
Governance - A Series Summary
Feb 28 • 28 min
Over the course of this series on Governance we have covered a lot of different topics and so this episode brings the series to an end with a summary of all the different governance topics and how they all knit together. Making the decision to implement…
Corporate Governance
Feb 21 • 20 min
In this episode we look at Corporate Governance and in particular the Wates Principles. The Wates Principles are a set of Corporate Governance principles that some large businesses need to report against. In this episode I discuss these principles and how…
Non-Executive Directors in the Family Business
Feb 14 • 29 min
The appointment of a Non-Executive Director is a key milestone in the evolution and professionalisation of a family business. They bring experience, expertise and an independent voice to your board meetings and they are there to challenge the executive…
The Family Business Board
Feb 7 • 19 min
As a family business grows the need for the right forums to be in place to discuss the important strategic goals of the business is really important. Once such forum is the Board of Directors. In this episode of the show I discuss when you would want to…
What is a Family Assembly?
Jan 31 • 19 min
Continuing our look at Family Governance, in this episode I discuss the Family Assembly, or Retreat / meeting. I cover what they are, who attends them and what subjects are covered, along with some hints and tips as to how to get your own family meetings…
The Family Council
Jan 24 • 26 min
In this episode of the show I explain what a family council is, what roles and responsibilities they have and how you would typically elect members to the council. I also cover the important role of the Chair of the family council, the skills they are…
What is a Family Charter?
Jan 17 • 21 min
The Family Charter is the cornerstone or foundation document of a family governance system. It is the bedrock on which everything else is built. It is also known as a Family Constitution or agreement. It is the main document that the family use to outline…
What is Governance?
Jan 10 • 33 min
Governance is a word that is often thrown around by the family business advisory community and with good reason. However, it is often taken for granted what we mean by ‘governance’ and so to kick off this series on that very subject I thought it would be…
Preview Episode - An Announcement!
Jan 10 • 7 min
When the podcast started the intention was for it to become a valuable resource for family businesses around the world. I have a passion for providing useful content and support to family businesses and this is shared by the Institute for Family Business.…
Ep. 62 - Family Business Network Conference
Oct 21, 2019 • 19 min
I interview George Bryan who grow up at Drayton Manor Park, listen to this episode if you want to hear his views on the transitions that he has witnessed and been part of and why Toto the chimpanzee doesn’t like him very much!
Ep. 61 - The Three Elements of Succession
Jul 12, 2019 • 46 min
Succession Planning (or continuity planning!) is such a broad topic and as such it can be intimidating and very easy to put off. In this episode I speak with Daniel Trimarchi and we break down the three core elements of succession / continuity planning in…
Ep. 60 - State of the Nation Report
Jul 5, 2019 • 43 min
The Family Business sector in the UK contributes more than the annual budget for the NHS each year. Their importance cannot be under-stated and the IFB have produced a report that highlights the trends and challenges facing family businesses today. In…
Ep. 59 - Interdependent Wealth
Jun 28, 2019 • 72 min
Steve’s previous episode remains the most popular episode to date and so there is huge pressure on him delivering again in this show! Luckily he doesn’t disappoint! In this interview I chat to Steve about the book he mentioned he was writing during our…
Ep. 58 - Cultivating Culture - The Institute for Family Business Conference
Jun 21, 2019 • 30 min
Each year The IFB hold a conference for Family Businesses and if you missed it, check out this episode to hear what the key points and takeaways were from the conference. We hear about the importance of cultivating culture and how family owned businesses…
Ep. 57 - Gaining External Experience
May 10, 2019 • 55 min
One of the most common questions we are asked when considering the ‘best’ path for next generation family is whether or not they should seek experience outside of the family business. How do next gen go about seeking this experience and is there a danger…
Ep. 56 - Family Business Advice Teams
May 3, 2019 • 63 min
Businesses need to take advice from experts to help them navigate the sometimes tricky areas of law, tax and financial services amongst others. But is the traditional model fit for purpose? Is there an alternative that is better aligned to your family’s…
Ep. 55 - Family Champions
Apr 26, 2019 • 62 min
The family champion is typically a family owner who acts as a catalyst to help other family members become more effective. In order to facilitate significant development and change throughout the family, family champions engage and inspire the family to…
Ep. 54 - What is a Family Office?
Apr 19, 2019 • 64 min
There is a growing number of family offices across the world. But what are they and why would a family consider using one. In this episode I chat to Andra Ilie who works for a private or family office about the different roles that a family office can…
Ep. 53 - Wealth of Wisdom
Apr 12, 2019 • 64 min
Tom McCullough along with Keith Whitaker have created a book and podcast series that focusses on the Top 50 Questions that wealthy families ask. Tom and Keith collaborated with some of the most respected advisers in the field of family business to create…
Ep. 52 - Your Business, Your Family, Their Future
Apr 5, 2019 • 78 min
Emily Griffiths-Hamilton is a Chartered Accountant, a Family Enterprise Advisor and a Conflict Resolution Coach who brings three generations of experience to the subject of wealth and family-business transition planning. In this interview we chat about…
Ep. 51 - Preparing for Succession
Dec 21, 2018 • 54 min
Rochelle Clarke, helps family businesses overcome barriers to succession transitions. With nearly 20 years of professional experience, Rochelle combines a variety of best practices and practical solutions to balance strategic thinking and operational…
Ep. 50 - What is Family Business Consulting?
Dec 14, 2018 • 65 min
It gets a bit emotional in this episode but we are emotional beings and this can be especially so when you work with your family. John Tucker is a colleague, a mentor and importantly a friend. He has been working with family businesses for almost 30 years…
Ep. 49 - Disruption with Prof. John A Davis
Dec 6, 2018 • 64 min
The word disruption can have negative connotations, it can make you feel uncomfortable and wary. But, it can also be an opportunity to change, an opportunity to pivot and embrace change. In this episode we speak with Prof. John A Davis on MIT Sloan bout…
Ep. 48 - Cobblers! The Timpson Group Story
Nov 16, 2018 • 51 min
In this interview I chat to Sir John about the history of the business, the fantastic culture that has been created and the challenges that were faced in convincing management that it was a good idea. We also talk about Sir John and his late wife, Alex.…
Ep. 47 - Pitfalls of Leadership
Oct 26, 2018 • 66 min
Caroline Gourlay is an independent Business Psychologist. Since qualifying in 1997 she has worked with a diverse range of organisations in the public and private sectors, either directly or as an associate of larger consultancies. In this episode we…
Ep. 46 - Transparency and Engagement
Sep 28, 2018 • 39 min
There are some new rules coming into force in January for privately owned businesses. This will include many family businesses. We speak to Matt Timmons and Suzi Woolfson from PwC about what these changes are and what they mean for your business. You can…
Ep. 45 - The 100 year old Family Business
Aug 24, 2018 • 46 min
No business remains the same after a 100-year journey. Every long-lasting family enterprise learns how to navigate developmental and business crises as it crosses generations. Dennis’ paper presents the business journeys of the nearly 100 long-lasting…
Ep. 44 - Trapped in the Family Business
Jul 27, 2018 • 62 min
There are lots and lots of articles and websites that rightly highlight the huge positives of working with your family, but very often we hear from people who are feeling trapped and isolated within the family business Feeling trapped can be turned into a…
Ep. 43 - The Three Circle Model - 40 years on
Jul 20, 2018 • 63 min
Professor John Davis, Senior Lecturer and Faculty Director of the family enterprise programs at MIT Sloan School of Management and Chairman of the Cambridge Family Enterprise Group. 40 years ago he and Renato Taguiri created the Three Circle Model, one of…
Ep. 42 - The Family Business Network
Jul 13, 2018 • 50 min
We often hear that family businesses can feel isolated as they do not have a support network or peers that they can speak to. The Family Business Network is a support network in Cumbria, Lancashire and now Yorkshire providing family businesses with a safe…
Ep. 41 - Successful Generations with Ellie Frey Zagel
Jun 8, 2018 • 59 min
Ellie Frey Zagel is 3rd Generation, Vice Chair and Trustee of her family’s foundation the Frey Foundation based in Grand Rapids, MI. For nearly a decade she has been deeply involved in working with the next generation of family business, family…
Ep. 40 - Redefining Success for Family Businesses
May 31, 2018 • 56 min
Greg McCann is the founder, principal and leader of an international family enterprise consulting firm that create workshops, consults, publishes, and innovates on issues of importance to family enterprises. In this episode we draw on Greg’s expertise and…
Ep. 39 - Assessments and their use in Leadership Development
May 25, 2018 • 70 min
Natalie McVeigh is an expert in Leadership Development, she is both a practitioner and a member of the Family Firm Institute Faculty. In this episode we discuss the use of assessments in helping to develop leaders within the Family Business. Natalie…
Ep. 38 - Leadership and Loyalty with Dov Baron
May 18, 2018 • 51 min
Dov Baron has twice been cited as one of Inc. Magazine’s Top 100 Leadership Speakers to hire. He is a master storyteller, who has had the honour of presenting for The World Business Conference in Tehran as well as speaking for the State Department, and…
Ep. 37 - A chat with Ramia El Agamy
May 14, 2018 • 60 min
Ramia is the co-founder of Orbis Terra Media, the Editor-in-Chief of Tharawat Magazine, a fellow podcast host and all round family business champion. We chat to her about the incredible resources that her and her family have created
Ep. 36 - Steps to Succession
May 4, 2018 • 59 min
In 2008 Howard escaped from Grant Thornton UK LLP, where he had been a partner for over 25 years, to establish his own boutique practice. We speak to Howard about his experiences of succession planning, the good the bad and the ugly. We also discuss how…
Ep.35 - Employee Ownership Trusts
Apr 27, 2018 • 55 min
Ovation Finance are a firm of financial planners in Bristol. It was set up by Chris Budd and has very recently been sold to an Employee Ownership Trust. Chris talks to us about the steps that he took in order to prepare for this transition. This includes…
Ep. 34 - The Power of Conversation
Apr 13, 2018 • 63 min
Ian Marsh returns to the show for a second time following his previous discussion on episode 5 about the importance of communication. We build on that in this episode and discuss the fascinating topics he covers in his new book ‘If it is so good to talk,…
Ep. 33 - Culture, the HMG Paint Story
Apr 9, 2018 • 62 min
We first met Jonathan at the FBU Conference. We had a brief chat following his presentation and during that chat I cheekily asked for a full episode and I am really pleased to say that Jonathan has agreed to a full interview. Jonathan speaks passionately…
Ep. 32 - Founder Succession
Mar 16, 2018 • 57 min
We speak with Elle Hansen, Miari Mickel and Jim Hutcheson about the particular challenges facing family business founders when it comes to succession planning. Elle and Jim work at Regeneration Partners in Dallas, Texas and Mairi is a Family Business…
Ep. 31 - The Great British Family Business Conference
Mar 10, 2018 • 33 min
Each year Paul Andrews of Family Business United holds a conference to celebrate family business in the UK. Russ takes his roaming mic to speak to some of the speakers and delegates at this years event. We speak to Paul about Family Business United, the…
Special Episode - International Women’s Day
Mar 8, 2018 • 54 min
Thursday 8th March is International Women’s Day and so I chat with Jo MacSween about her role with Women’s Enterprise Scotland, Vistage and her own experiences in her families business, MacSween Haggis
Ep. 30 - Financial Independence
Mar 2, 2018 • 23 min
Russ, a Chartered Financial Planner, advises family business owners on how to achieve and maintain financial independence. Succession planning comes with many barriers and challenges and financial independence is one of them. In this episode we discuss…
Ep. 29 - The Psychology of Succession
Feb 23, 2018 • 41 min
Ever wondered why your Mum or Dad won’t discuss succession? Are you a business owner but scared of what life outside the business may look like? This episode is for you! We speak with Dr Allie Taylor of OrangeKiwi, a consultancy business based in…
Ep. 28 - Mindfulness
Feb 16, 2018 • 78 min
We hear the story of how Martin’s father came to Scotland is one full of difficulty and tragedy and the challenges of his father’s childhood stayed with him his entire life. Martin discusses the heartbreaking realities of having to wind up the business…
Ep.27 - Balancing Family and Non Family Management
Feb 9, 2018 • 41 min
Bercom is a $15m business based in Minnesota and Mark has appointed Jeff as the firms President as part of his succession plan. Mark’s children work within the business and now effectively report into Jeff. We discuss how this works and what issues (if…
Ep. 26 - Academic Research and how it can help Family Business
Feb 2, 2018 • 58 min
Josh Daspit is an Assistant Professor at Mississippi State University and has a passion for understanding the factors affecting family businesses ability to innovate. Josh explains how the research that is undertaken by academics such as him can be…
Ep. 25 - Women in Family Business
Jan 26, 2018 • 37 min
With Gender Equality high on the agenda, are family businesses setting a good example for others to follow? We speak to Kim Harland from about this and more
Ep. 24 - Conflict in the Family Business
Jan 19, 2018 • 49 min
Family business is in my blood. I grew up with the family businesses owned by my father and grandfather. And like you, I am a family business owner, as well as being a family business consultant for those wanting to resolve conflict. Leading my consulting…
Ep. 23 - Cara Mackay - Shed Life
Jan 5, 2018 • 54 min
It all started back in 1989 when a much less dishevelled Grant and John gave up fencing and landscaping for the Shedlife. Locals would come to John looking for something better than your average shed, something worth more than a neglected garden utility.…
Ep. 22 - Optimism
Dec 22, 2017 • 65 min
Leon Fear started his first small business whilst at school, buying and selling mountain bikes and bicycle components and selling them mail order and direct to the trade. Joining the family business at 19, Leon started in construction, working on-site…
Ep. 21 - Culture
Dec 14, 2017 • 90 min
Mitzi Perdue knows that every family business has a culture. The question is, does this culture come about by design or by default? The ones that come about by default rarely support keeping the family business in the family across the generations. So,…
Ep. 20 - Schweid and Sons, a $250m burger business!
Dec 7, 2017 • 53 min
In this episode we talk to Jamie about his experiences growing up in the business and how they have ensured that family values remain part of the business today despite its size and global reach. You can find out more about Schweid and Sons here:…
Ep. 19 - The Importance of Listening
Nov 30, 2017 • 49 min
Max Gosselin joined his Mum and Dad’d cheese business and started working on the most successful sales route in the firm, just before the busiest time of the year. It didn’t start well. He was the first sales person in the businesses history to achieve…
Ep. 18 - A Legacy Mindset
Nov 23, 2017 • 59 min
Vincent Valeri is a Certified Family Legacy Coach and uses his own experiences within his family business to help to prepare families for wealth transfer. Vincent shares his own story and how the experiences he had within his family business and how being…
Ep. 17 - A succession Story: Little’s Chauffeur Drive
Nov 9, 2017 • 30 min
We talk about their story and the successful transition from Heather’s father to Heather. We also discuss Heather’s relationship with the staff, who in many cases she has grown up with, and how her changing roles have impacted these. ‘The Little’s story…
Ep. 16 - Motivational Maps
Nov 3, 2017 • 43 min
In this episode Mark shares his own family business story and how after he sold his family business he wanted to help other people to avoid the issues he faced in his business. One of the key tools that Mark uses with his coaching clients is ‘Motivational…
Ep. 15 - Property Ownership in a Family Business
Oct 26, 2017 • 54 min
Buying or leasing a commercial property can be a big decision for family businesses to make, there are pro’s and cons to each of these options. In this episode we talk to Jess Booz from VWV about the common pitfalls, the benefits of owning a commercial…
Ep.14 - Succession Planning
Oct 6, 2017 • 46 min
Ken McCracken has worked in the field of Family Business for many years. He is head of Family Business consulting for KPMG and works with families in business and family offices to improve their overall family and business governance and helps them to…
Ep. 13 - What is the Bowen Family Systems Theory?
Sep 30, 2017 • 55 min
The Bowen family systems theory is a theory of human behaviour that views the family as an emotional unit and uses systems thinking to describe the complex interactions in the unit. To me that sounds pretty complicated but Steve manages to explain in a…
Ep. 12 - Governance (and a book review)
Sep 22, 2017 • 26 min
We speak to FamBizPodcast team member Nick Smith about his book, and what lessons Family Businesses and their advisers can take from Nicks extensive research.
Ep. 11 - The Responsible Shareholder
Sep 15, 2017 • 22 min
Maria Villax is a third generation member of a very successful multinational family business. However, she does not work within the family business but has an active role with its governance. For Maria, this a perfect balance.
Ep.10 - Communication when starting out
Sep 8, 2017 • 22 min
We talk to Emma Rudge about the importance of getting into the good habit of communicating and communicating well in the early weeks, months and years, of your business.
Ep. 9 - Future Proofing your Business
Sep 1, 2017 • 31 min
Succession planning is one of the biggest issues faced by families in business. In this episode Mairi speaks to us about her own experiences within her family business and in her current role as a family business consultant. We speak about what steps can…
Ep. 8 - Coach Pete - Deliberate Practice
Aug 25, 2017 • 47 min
This week we are joined by Coach Pete Walsh from Phoenix Arizona For over 20 years, Pete Walsh has been helping people reach new levels of results by mixing fun, hard work, and an unwavering commitment to personal development. Pete provides Executive and…
Ep.7 - GDPR What it is and what you need to do
Aug 18, 2017 • 35 min
In this episode we talk to Kitty Rosser, a data protection lawyer about new Data Protection laws that are coming into force next year. The implications of this legislation will affect your business so it is important to understand what you need to do.…
Ep.6 - PwC Family Business Survey Results
Aug 11, 2017 • 36 min
PwC conduct a global family business survey and publish the results to assist family businesses who may be facing similar challenges to those surveyed. In this episode I discuss the key findings from the survey with PWC’s UK Head of Family Business, Sian…
Ep.5 - The Importance of Communication
Aug 4, 2017 • 47 min
This week we speak to Ian Marsh from on communication within a family business. In this fascinating interview we discuss the reasons some people find it hard to communicate and we even find out what Interpersonal Neurobiology is!
Ep.4 - Structure
Jul 28, 2017 • 40 min
How is your business structured? Does this accurately reflect the roles of those involved in the business? In this episode I speak to Nick Smith about the common structures we see in Family Businesses and how these can develop over time. We also discuss…
Ep.3 Finding your Why
Jul 21, 2017 • 26 min
In this episode we discuss some of the reasons why you might go into business in the first place. Whilst it can be very challenging it can also be immensely rewarding to work with family and understanding why can be a fundamental to the success of the…
Ep.2 Institute for Family Business
Jul 21, 2017 • 38 min
On this episode Fiona Graham, Director of External Affairs and Policy at The Institute for Family Business provides us with a great insight into the role that the IFB play in the UK championing UK family businesses. We discuss trends, common challenges,…
Ep.1 When do you become a Family Business?
Jul 19, 2017 • 29 min
In this episode we discuss what makes you a family business. Are there a set of conditions that need to exist to ‘qualify’ you as a family business, and is there a certificate!? During the episode, John Tucker get’s tied to a chair, Emma makes bacon…