Disruptive Successor Podcast
The Disruptive Successor Show is a podcast for next-generation leaders in family businesses and entrepreneurs who want to disrupt the status quo to grow their business and take it to the next level. We all know that what got us here isn’t going to get us there. If you are taking control over your family’s business or trying to get your business to the next level, you will need inspiration, advice and resources to help you create a massive impact. Listeners of my show include not only the millennial or Gen Z but also the Baby Boomer and Gen...
Episode 167 - Entrepreneur Franco Perez is Reimagining Mobile Homes and Expanding Affordable Housing across the Bay Area
Franco Perez is an innovative entrepreneur and the driving force behind Franco Mobile Homes. Growing up in a family with unstable housing, Franco was determined to create affordable housing solutions in Silicon Valley and beyond. He discovered the potential of mobile home parks and has since built a successful business focused on helping families transition from renting to mobile home ownership. Franco's goal is to provide a stepping stone for families to achieve financial security and ultimately purchase their own homes.
SHOW SUMMARY
In this episode of The Disruptive Successor Show, Jonathan Goldhill interviews Franco...
Episode 166 - Squeezing the Juice with Financial Advisor Jennifer Lee
Jennifer Lee is a highly experienced financial expert and the founder of Modern Wealth, a Sarasota-based firm specializing in guiding individuals through significant life transitions. With over three decades of industry experience, Jennifer's approach is deeply rooted in understanding her clients' values and aspirations, translating financial resources into meaningful life goals. She particularly focuses on empowering women through life changes such as divorce, inheritance, and retirement planning, bridging the emotional and financial aspects seamlessly. Central to her philosophy is the concept of the "family love letter," facilitating communication of values, wishes, and financial plans to loved ones. Jennifer's accessible...
Episode 165 - Succession Planning Mindset Musts for a Business Owner with Gina Cotner and Dorian Zarbakhsh
Gina Cotner is the founder and CEO of Athena Executive Services, a pioneering firm that pairs virtual executive assistants with busy entrepreneurs and executives across the United States. With over 15 years of experience working remotely on national and international teams, Gina brings a wealth of knowledge in optimizing productivity and streamlining operations. She has a passion for empowering her team members and fostering a culture of innovation within her organization.
Dorian Zarbakhsh serves as the Operations Manager at Athena Executive Services, working closely with Gina in the process of succession planning and business development. As a member...
Episode 164 - Bridging the Gap from Winning Athlete to Thriving Entrepreneur with Jay Dixon
Jay Dixon is a dynamic entrepreneur and former athlete who has seamlessly transitioned his passion for sports into the world of business. With a background in football and a drive for success, Jay founded multiple successful companies and actively participated in numerous business transactions. His latest endeavor, SuccessCoach.com, stands as a testament to his commitment to helping athletes navigate the challenging transition from sports to entrepreneurship. Through his expertise and proven methodologies outlined in his book "After the Game," Jay empowers athletes to unlock their full potential in the business world, guiding them towards fulfilling and prosperous ventures...
Episode 163 - Talking Tax Mitigation Strategies with Dan Whittaker, CPA
Dan Whittaker, a seasoned CPA and entrepreneur with over 30 years of experience, stands at the intersection of financial expertise and family business insight. As the founder of Whitaker and Company, established in 1999, he has dedicated his career to helping family-owned and closely held businesses in the lower-middle market achieve financial success and build wealth. Growing up amidst entrepreneurial roots, Dan draws from personal experiences to guide clients in navigating the complexities of tax mitigation, financial reporting, and wealth creation. His strategic approach, deeply rooted in understanding diverse industries such as manufacturing, distribution, and high-tech enterprises, reflects a commitment to...
Episode 162 - How My Client Justin White 10x’ed His Business
Justin White is the CEO of K&D Landscaping, a family business that he took over at the age of 25. Under his leadership, the company has experienced significant growth, expanding its revenues, profits, and enterprise value. Justin is also a coach and the founder of The JW Group, where he helps other entrepreneurs and business owners achieve their goals and find fulfillment in their work.
SHOW SUMMARY
In this episode of The Disruptive Successor Show, Jonathan Goldhill interviews Justin White, CEO of K&D Landscaping and founder of The JW Group. Justin shares his...
Episode 161 - Generational Transitions: Navigating the Sale of Your Family Business with Kevin Berson
Join Jonathan Goldhill in a riveting episode of Disruptive Successor as he delves into the intricate world of mergers and acquisitions with seasoned expert Kevin Berson. Uncover the common misconceptions, challenges, and success stories behind selling businesses, whether you're a family-owned enterprise or a thriving IT managed service provider. Gain valuable insights and strategic advice to navigate the M&A process effectively.
KEY TAKEAWAYS
M&A is not a quick process; it requires thorough preparation and can take around 9 months on average.The value of a business is not solely based on its potential but primarily...Episode 160 - A Conversation with Les O’Hara - Another Coach to Contractors
In this episode of the Disruptive Successor, Jonathan Goldhill and Les O'Hara delve into the essential elements of entrepreneurial success, focusing on mastering time management and leveraging automation tools for business growth. Les shares his journey as a serial entrepreneur and the pivotal role of financial education, marketing, and CRM systems in scaling businesses. Discover how prioritizing tasks and delegating effectively can unlock significant potential for business owners.
KEY TAKEAWAYS
Financial Education: Implementing sound financial practices and understanding key metrics is essential for business growth.Marketing Strategy: Building a strong brand image and effective messaging can...Episode 159 - Talking about Content Marketing Powered by AI with Cody Schneider
In this episode of the Disruptive Successor, Jonathan Goldhill engages in a dynamic conversation with Cody Schneider, an entrepreneur and digital marketer, exploring the journey from traditional family businesses to disruptive digital marketing strategies. Cody shares his experiences transitioning from unsexy industries to creating AI tools for content marketing, highlighting the power of educational content and leveraging digital platforms for exponential growth. From revitalizing local businesses to scaling startups, listeners gain insights into navigating marketing evolution and maximizing impact in today's dynamic landscape.
KEY TAKEAWAYS
Transitioning from traditional to digital marketing: Embracing educational content and digital...Episode 158 - The Entrepreneur’s Investment Partner” with Kevin Bibelhausen of Fruition Capital
In this episode of the Disruptive Successor, Jonathan Goldhill delves into the world of acquiring family businesses with Kevin Bibelhausen, Principal at Fruition Capital. Discover the secrets of acquiring stable operating businesses, the challenges faced, and the strategies to navigate the complex acquisition market. From overcoming obstacles to finding the right deals, this episode provides insights and inspiration for next-generation leaders looking to disrupt the status quo in family businesses.
KEY TAKEAWAYS
Diversify or Decline: Kevin emphasizes the importance of diversifying both customers and suppliers to mitigate risks associated with concentration in business relationships.Reducing Owner D...
