Legacy: Navigating Family Business
Welcome to the Legacy Podcast, the podcast that delves deep into the heart of family businesses. Join Family Business Coach & 6th Generation family business owner, Anne Bauer, as we begin to untangle the intricate web of dynamics that come with running a business with those closest to us.Through discussions, interviews, and insights, we'll explore how focusing on the energetic structure of the family business can lead to grounded communication, clear strategies, and healing across generations, especially during times of change & transition.Our mission is simple yet profound: to help you cultivate balanced, harmonious relationships within your family business, get c...
S2 Ep 8: Evolving Together: Building a Creative Family Business with Briana Borten
In this inspiring episode of Legacy: Navigating Family Business, Anne Bauer sits down with Briana Borten – founder of Dragontree Spas, co-author of The Well Life, and co-creator of the Dragontree Life Coaching Program. Briana shares the deeply personal and entrepreneurial journey she and her husband Peter have navigated in building a thriving, values-driven family business. From humble beginnings painting spa walls together to co-leading a multi-faceted wellness company, Briana reflects on the evolving nature of partnership, leadership, and staying aligned in a shared mission. Anne and Briana explore the dynamics of...
S2 Ep 7: The Three Pillars of Legacy: Clear Communication, Healthy Boundaries & Energetic Awareness
In this foundational episode of Legacy: Navigating Family Business, Anne Bauer dives deep into the core of her transformative framework: the Three Pillars of Legacy.
Discover how clear communication, healthy boundaries, and energetic awareness work together – not as a checklist for perfection, but as an interconnected braid that supports the healing, growth, and evolution of family businesses.
Anne shares insights from her personal journey, practical tools for deepening relationships, and powerful reflections on why these pillars matter more than ever in today’s complex family business dynami...
S2 Ep6: From Dairy to Dynasty: Melissa Hildebrand Reed on Family, Farming & Boundaries
In this episode of Legacy: Navigating Family Business, Anne Bauer talks with Melissa Hildebrand Reed, 4th-generation Operations Manager at Hildebrand Farms Dairy near Junction City, Kansas. Melissa shares her journey from college to the family dairy, where she now works alongside multiple relatives & a team of employees to bottle and distribute milk across the state.
She opens up about the blessings & challenges of working with family, her philosophy around raising the next generation on the farm, and how setting healthy boundaries has helped their business – and relationships – thrive.
...
S2 Ep5: Healthy Boundaries for Healthy Relationships in Family Business
In today’s episode of Legacy: Navigating Family Business, we’re diving into a topic that’s close to my heart – and incredibly important for anyone navigating the unique world of family business: Healthy Boundaries. If you’ve been with us for a while, you know how much I believe in the power of boundaries. They’re one of the three pillars of creating a lasting legacy, alongside clear communication and energetic awareness. Why? Because healthy boundaries help foster balance, growth, and harmony within both your family and your business.
If you’re a...
S2Ep4: How to Start the Conversation in Multi-Generational Family Businesses
In today’s episode, we’re tackling one of the biggest challenges in multi-generational family businesses: how to start the conversation. Whether you’re part of the rising generation entering the family business or a seasoned family member, navigating sensitive topics can feel intimidating – especially when you’re unsure how to bring up ideas, challenges, or opportunities for change.
We dive into why these conversations can be particularly difficult for the rising generation, who may be bringing fresh perspectives to an established family business. Learn practical strategies for opening the lines of c...
S2 Ep3: From Hobby to Legacy: The Accidental Journey of Convoy Road Coffee Roasters
In this episode of Legacy: Navigating Family Business, we chat with Dawn Kennedy, CEO of Convoy Road Coffee Roasters in Van Wert, Ohio, about how a Christmas gift turned into a thriving family business. What started as a hobby of roasting coffee at home with her husband, Mike, grew into a multi-generational venture, fueled by passion and family.
This is a longer episode but if you're a fan of coffee, you will LOVE this deep dive into a family's passion project turned multi-generational business! (For a little...
S2 Ep2: Defining Success in Family Business
In this episode of Legacy: Navigating Family Business, we explore what success really means for family businesses. While many think success is just about making money, it’s much more subjective – especially in family-run enterprises. As a sixth-generation CEO, I’ve learned that defining success for ourselves can be challenging but crucial for long-term growth. We’ll discuss common pitfalls family businesses face and I’ll share a holistic framework to help you define success on your own terms.
Show Notes:
The Well Life by Dr...
S2 Ep1: How to Set Yourself Up for Success in 2025
It’s January – Let’s talk about PLANNING!!
It’s one of my favorite subjects, my nerdiest super power, AND also one of the ways I’ve grown & evolved the most when it comes to the way I tend to my family business on a daily basis. Join me as I lay out my top tips for planning (logistically & energetically) in a healthy, balanced & sustainable way for the year ahead. Because overwhelm & anxiety are OUT and clarity & flow are IN for 2025!
Show notes:
Bo...
Welcome to Season 2- Trailer
Family businesses make up nearly 2/3rd of all businesses worldwide and despite that staggering number, the families who own & operate those family businesses can feel deeply lonely and unsupported as they navigate the intricacies & challenges of running a business with those closest to you. The Legacy: Navigating Family Business Podcast is here to change all that! Join me, Anne Bauer, as we dive into season two of The Legacy: Navigating Family Business Podcast. In this trailer we share a sneak peek into what is coming in the year ahead!
Episode 22: How to Wrap up Your Year in Family Business (and survive the holidays too!)
It’s our last episode of the year!! Can you believe it?!?!
Finding work-life balance during the holiday season can feel especially challenging for family business owners and I’m no exception! Join me this week as I share 3 things that can help us wrap up the year with intention, enjoy the holiday season fully, and set us up for success in 2025!
What’s your big, bold vision for 2025 and what support do you need to put into place to get there? Go to ww...
Episode 21: Ancestral Support & Guidance in Family Business
This week’s episode may push your edges and pique your curiosity as I talk in more depth about the energetic support, guidance, and medicine available to us (and our family businesses) by connecting to our well & wise ancestors. In this episode we talk about:
Leaning into your business’s history to gain perspective during difficult timesHow to start connecting with the energy of your ancestral lineForming a relationship with your spirit team for clarity, inspiration, and energetic support for you & your family businessWhat comes up f...
Episode 20: Ancestral Healing and Family Business
Join me as I dive into another powerful piece of the work that we do here at Legacy. In this episode I answer questions like:
What is ancestral healing?How does ancestral healing impact family businesses?What’s possible in family businesses through ancestral healing?And share a few examples from my experience leading my own family’s 6th generation family business. www.thelegacyevolution.com
Additional show notes: Seriously Entertaining: Ruha Benjamin on "In Being Bold"...
Episode 19: Energy Work and Family Business
Join me as I try to put words to a generally wordless experience and dive into the how & why of energy work & family business coaching. In this episode we break down:
1) Why being aware of our energy is important everywhere, but especially in family business
2) How coaching paired with energy work works (& why it’s vastly more efficient & effective)
3) What energy work is & how I came to it in my own work for my own family business – and why it’s now so instrumental in the work I do with my...
Ep. 18: 3 Steps for Better Work-Life Balance in Family Business
Finding yourself feeling burned out, resentful, uninspired, or strained in your family business relationships? It may be time to bring your work-life balance back into… well, balance. Join me this week as I outline the 3 most common challenges to creating better work-life balance and then dive into the steps we can start to take to restore balance, reciprocity, and satisfaction in your family business!
Want to learn more? Be sure to sign up for my free Legacy Monthly Resource Guide – it’s positively brimming with tools, resources, and suggestions to help bring better work-life balanc...
Episode 17: Work-Life Balance in Family Business
Welcome to one of the #1 challenges for family business owners: How to achieve work-life balance.
The quest for work-life balance can sometimes feel like the search for the “holy grail” in family business. Join me as I share a few reasons why finding work-life balance can feel so difficult and how we can start to shift our awareness & perspective to begin feeling more clarity & balance right now!
Ready to start finding more balance in your life & business? Just go to www.thelegacyevolution.com<...
Episode 16: Transforming your Why: 5-steps to Alchemizing Purpose in Family Business
Join me as we move more deeply into this month’s discussion of “Finding your ‘Why’” in Family Business. This week I’m talking about how you can begin to alchemize your personal “why” with your family business’s “why” to create a deeper, more soul driven purpose for you and your business – creating lasting legacy during your time together on this planet.
Interested in learning more about finding YOUR why? Just go to www.thelegacyevolution.com and drop me a note or book a free discovery call. Let’s chat!
Ep 15: Finding (or Remembering) your “Why” in Family Business
Join me as we move into the month of August and exploring all things related to “Finding Your ‘Why’”(H/T Simon Sinek) in Family Business. This week I begin by talking about WHY it’s important to find (or remember) your “why” – and why that can actually be a little trickier for those of us taking over Family Businesses.
Interested in learning more about finding YOUR why? Just go to www.thelegacyevolution.com and drop me a note or book a free discovery call. Let’s chat!
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Ep 14: The Real Deal with Self-Care
Part 2 of our series on Self-Care is coming in a week late because… well, self-care!
Join me as I share what shifted in our home last week and learn what self-care practices I used to regulate my nervous system – bringing harmony & authentic alignment back into my work & family business.
Today’s Episode is all about exploring the depth & breadth of actual real life self-care practices – and what they can look like for different folks, with different businesses, during different seasons of life & leadership.
...
Ep 13: Self-Care for Family Business Owners
You are your company’s most valuable asset. It’s time to invest accordingly.
Join me for Part 1 of Self-Care Month at Legacy. This week we’re talking all things self-care – and while there’s a lot of “buzz” about self-care on the internet & on the tongues of nearly every popular thought leader you come across, I think there’s a lot missing in those posts & memes. So this week we’re getting specific about what self-care really is for a family business owner – and what it’s not. (Spoiler alert: It’s not just pedicures...
Ep. 12: 5 Stepping Stones to Support Yourself as a Woman in Business
I know firsthand how daunting it can feel to realize we can’t “Life-Hack” our way out of some of the unique challenges we face as Women in Business. But here’s some good news — you don’t have to figure it all out on our own!
Join me as I share a few “stepping-stones” to build more support for ourselves as women in business.
Ep 11: A Love Note for Ladies in Business
If the current systems of “support” aren’t really cutting it for family businesses, then they’re REALLY not cutting it for women in family business! Whether you’re working in your family’s multi-generation family business or you’re creating your own family business legacy for the future, Ladies, this one is for you! Join me as we discuss where & why mainstream advice & coaching is letting us down and what we can do about it to change that moving forward.
Show notes:
To subscribe to my mailing list, j...
Ep 10: Working with Chosen Family
Join us (Anne & Andrea) for a little “behind the scenes” look at how our decision to work together - both on this podcast and with Legacy’s work in the world – came to be. We talk openly honestly about our worries & concerns, as well at the many perks & benefits! And we share three vital structural steps to helpful support any personal-to-professional partnership.
And if you’d like to receive this week’s pdf: “Questions Everyone Should Ask Before Collaborating,” just go to www.thelegacyevolution.com and sign up for our weekly newsle
Ep. 9 How to Apologize (& How to Forgive)
Why do apologies (& forgiveness) feel so sticky – especially in family business? Join me as we explore why we don’t really “do” apologies in American business culture – and why learning to shift how we relate to apologies & forgiveness for ourselves and for our families & relationships can create more space, flow & freedom for everyone moving forward.
Special thanks to Louiza (Weeze) Doran for teaching me the steps for “How to Apologize” years ago and for the amazing work that she does in & for the world. To learn more about Weeze and her work go to http...
Ep. 8: How do we Cultivate Healthy Energetic Boundaries?
As someone who falls solidly into the categories of “introverted” and “empathic,” I used to think that feeling exhausted was an unavoidable byproduct of spending time with people. Anyone else relate?
But what if it doesn’t have to be that way? What if we just need to learn how to cultivate healthier energetic boundaries?
In this episode we start to explore what it really means to have healthy energetic boundaries – and I share a few practices to start creating a healthier relationship with boundaries...
Ep. 7 The Energetics of Family Structures & Roles
This week’s episode is a longer one – but so worth the time as Andrea & I dive deeply into the energetic structure of families & family businesses during times of transition! We explore how & why the quality of our connections change as the roles in our family & family business shift – and provide some guidance as to how bringing our awareness to this subtle but vital aspect of our family & family business can be so very helpful in supporting ourselves, our relationships, our family members, and our businesses during times of transition.
This one isn’t just for family business...
Ep. 6 What are agreements and why do we need to talk about them?
I wanted to follow-up last week’s episode with this one because talking about agreements is so important – and sometimes tricky to navigate! Whether we realize it or not, we (as social & relational human beings) are all operating in a way that adheres to the agreements that have been established in our relationships, in our workplace, and in our society. And as our roles & relationships grow, change & evolve, our agreements often need to change with them.
Join me as I explain where agreements often come up in daily ins & outs of famil...
Ep. 5 Five Steps to Having Hard Conversations
This week we’re diving into a topic that is one of my all time favorites! Having hard conversations is simultaneously one of the most important AND more challenging parts of owning & operating a business with your family.
In this episode, I outline my 5-steps to having difficult (yet meaningful) conversations in your business, your family, and your life – and how to use these steps to set yourself (and your loved ones) up for a successful outcome, whatever that may look like.
This isn’t one that you want to miss!
Ep. 4 The New Beginning
You did the thing! YAY!! Now what?
Join us as Andrea and I round out our 4-part series about the process of transition with Bruce Feiler’s final step from his book Life is in the Transitions: “The New Beginning.” It’s what Martha Beck refers to as “Square Three” and “Square Four” in her “Change Cycle” and, as you may have guessed, it’s not quite as simple as just checking a box and moving on. We dive into “The New Beginning,” the feelings, challenges, and opportunities that arise in this last step and provide so...
Ep. 3 The Messy Middle
This is a little longer than the previous ones (lasting nearly 1 hour) but bear with us because it’s full of such good stuff! We continue our four-part series talking all about the process of transitions by moving into the next phase and delve more deeply into Square 2 of Martha Beck’s “Change Cycle” and what Bruce Feiler calls “The Messy Middle” (in his book Life is in the Transitions.) For most of us (including myself!) this can be one of the hardest parts of the transition process – but trust me when I say it can also be full of surpri...
Ep. 2 The Long Goodbye
In this Episode, we dive more deeply into the first phase of any transition – it’s what Bruce Feiler calls “The Long Goodbye” (from his book Life is in the Transitions) and what Martha Beck calls “Square One” in “The Chance Cycle.” Letting go can be challenging but understanding how essential it is to the transition process can really help. Plus we offer some tips & tools to make navigating The Long Goodbye a little smoother (if not easier!)
Trailer- Welcome to the Legacy Podcast!
Family businesses make up nearly 2/3rd of all businesses worldwide and despite that staggering number, the families who own & operate those family businesses can feel deeply lonely and unsupported as they navigate the intricacies & challenges of running a business with those closest to you. The Legacy Podcast is here to change all that! Join me, Anne Bauer, as I chat a bit about why I created The Legacy Podcast – and why I wish I’d had something like this when I took over my own 6th Generation family business over a decade ago!
Ep. 1 The Power & Process of Transitions in Family Business
Welcome to The Legacy Podcast! Join me (and our amazing podcast producer, Andrea Coombs) as we dive into all things related to Family Business transitions. Whether you’re transitioning from one generation to the next or looking to take your business in a new direction, the process of transition can be as uncomfortable as it is unavoidable! But understanding a bit about how transitions unfold (as well as remembering the potent opportunities that are available within them!) can make the whole process a bit smoother & easier.
Trailer (extended version) - Welcome to the Legacy Podcast!
Join me, Anne Bauer, as I chat a bit about why I created The Legacy Podcast – and why I wish I’d had something like this when I took over my own 6th Generation family business over a decade ago! I’m also joined by our podcast producer & researcher extraordinaire, Andrea Coombs, as we dive a little deeper into some of the challenges (and opportunities!) that arise for family businesses – especially as we go through transitions.
