138 - Five Generations: Crafting Legacy Through Innovation

Ed Delia

Published on: 30/09/2026

Ed Delia interviews Lisa Troost Sottrel about leading her family’s 140-year-old business through five generations. Lisa discusses outside experience, leadership transitions, modernization, tradition, innovation, and preparing for a sixth generation.

fifth-generation family business leadershipmulti-generational business succession planningprofessionalizing legacy family enterprisesstewardship models for family businessstrategic acquisition and growth for mid-market firms

137 - Succession Planning: Preparing the Next Generation

Ed Delia

Published on: 28/09/2026

Ed Delia interviews Brian Glenn about succession planning, business transitions, and preserving family wealth. Brian shares lessons from his family’s business history and explains why successful transitions require years of preparation.

family business wealth preservation strategiesprivate wealth advisory for business ownersprofessionalizing family enterprise corporate financebusiness exit readiness and succession planningasset diversification for mid-market entrepreneurs

136 - Building for Tomorrow: Leadership That Will Outlive You

Ed Delia

Published on: 23/09/2026

Ed Delia interviews Mike Michalowicz about building profitable businesses that outlive their owners. Mike shares lessons on Profit First, hiring A-players, succession, money habits, and why creativity and empathy remain vital despite AI.

Profit First accounting strategies for B2B companiesbusiness owner dependency reduction frameworksprofessionalizing family business financial governancesustainable B2B cash flow optimizationmid-market business exit planning and profitability

135 - Protecting Your Family Business: Legal Strategies for Asset Division and Succession in High-Stakes Situations

Ed Delia

Published on: 21/09/2026

Ed Delia interviews Charles D. Hatley about growing a family law and estate planning firm with his wife. Charles shares lessons on married business partnerships, culture, growth, and protecting family business assets through proactive legal planning.

family business legal governance strategiesprofessionalizing legal practice operationsbusiness asset protection in family lawspousal partnership business growth frameworksmulti-state enterprise scaling for mid-market firms

134 - Building Beauty and Wellness with Heart: Growing Through Culture, Talent, and Resilience

Ed Delia

Published on: 16/09/2026

Ed Delia interviews Jessica Walker about building J.Walker Salon Group over nearly 30 years. Jessica shares lessons on resilience, culture, talent, family, technology, mentorship, and turning setbacks into opportunities.

multi-location business growth strategiesvalues-based leadership in service industriesprofessionalizing family business operationsservice business digital transformationtalent retention and culture building for entrepreneurs

133 - Painting the Future: From Vet School Dreams to Family Business Leadership

Ed Delia

Published on: 14/09/2026

Suhaiba Neill shares her journey to family business leadership, discussing transitions, workforce challenges, and empowering women to lead authentically and confidently.

amily business succession planning strategiesprofessionalizing trade business operationswomen leadership in male-dominated industrieshigh-end residential painting business growth

132 - Smarter Financing, Stronger Businesses: How Fractional CFOs Help Family Businesses Thrive

Ed Delia

Published on: 09/09/2026

Ed Delia interviews Joseph Alam III about expanding his family’s debt placement firm into a full-service advisory practice. They discuss sale preparation, financial warning signs, family dynamics, alternative financing, and lender relationships.

lower middle market M&A advisory servicesfractional CFO services for family businessesalternative debt placement for growing enterprisesprofessionalizing family business corporate financebuilding transferable value for business exit planning

131 - Disrupting Tradition: How a Next-Generation Leader Is Transforming the Family Business

Ed Delia

Published on: 07/09/2026

Ed Delia interviews Chad Bruce of GluDown about joining his family business, navigating succession and conflict with his father, rebuilding the company, and learning how innovation, culture, and boundaries can strengthen both business and family.

family business multi-generational succession planningindustrial adhesive manufacturing growth strategiesprofessionalizing legacy B2B corporate governancechange management in family-owned businessesmid-market business succession and exit planning

130 - When Brothers Battle and AI Saves the Day: Reinventing Oilfield Logistics

Ed Delia

Published on: 31/08/2026

Ed Delia interviews Del Ornelas III of I Am Trucking on rebuilding after family business disputes, modernizing oilfield logistics with AI, developing future leaders, and creating a sustainable company while staying present for family.

family business governance and succession planningprofessionalizing mid-market logistics operationsAI technology integration in B2B truckingfounder dependency reduction strategiesstrategic freight and logistics diversification

129 - Melting Scrap and Breaking Molds: The Future of Steel Through Family Innovation

Ed Delia

Published on: 26/08/2026

Ed Delia interviews Pedro and Jesse Quiroga of EAFab Corporation on family business, steel industry innovation, generational leadership, talent development, and building a culture rooted in honesty, integrity, and diversity.

family business multi-generational succession planningheavy manufacturing digital transformationprofessionalizing legacy engineering operationsworkforce development in the steel industrycorporate governance for family-owned enterprises

128 - Cold Calls and Coffee: How to Stop Chasing Leads and Start Opening Doors

Ed Delia

Published on: 19/08/2026

Ed Delia interviews Caryn Kopp of Kopp Consulting on opening doors with top executives, precise targeting, tailored messaging, objection handling, and responsible AI use. She explains how human outreach and sales discipline build stronger pipelines.

B2B business development strategiespredictable sales pipeline growthprofessionalizing sales team operationsexecutive door opening tacticstargeted B2B sales messaging frameworks

127 - Turning Around a Struggling Family Business: Insights on Leadership, Legacy, and Innovation

Ed Delia

Published on: 17/08/2026

Ed Delia interviews Dr. Lauri Union on transforming a struggling family business through leadership, succession, neuroscience, and innovation. She shares how she grew her family’s company while balancing relationships, tradition, and growth.

family entrepreneurship and succession planningprofessionalizing multi-generational family businesseshealthy family business method frameworksfamily business turnaround strategiescorporate governance for family enterprises

126 - Built on Bubbles: The Startup Journey Behind a Hot Tub Cover Business

Ed Delia

Published on: 12/08/2026

Ed Delia interviews Harry Dale of Cover & Supply Co. on building a custom spa cover business from a market gap, embracing domestic sourcing, AI, customer relationships, family entrepreneurship, and resilience.

domestic B2B manufacturing growth strategiesregional supply chain optimization for retailerscustom AI workflow automation for small businessfamily business co-leadership governancemodernizing light manufacturing operations

125 - From Clean Vapes to AI Sales Bots: Playbook for Innovation and Resilience in Cannabis

Ed Delia

Published on: 09/08/2026

Ed Delia interviews Degelis Tufts Pilla and Greg Pilla of TribeTokes on building a cannabis wellness brand, navigating regulations, embracing AI, and scaling a values-driven business through innovation and resilience.

bootstrapped B2B brand growth strategiesvalues-driven wellness brand marketingAI automation for B2B sales pipelinesprofessionalizing multi-channel supply chain operationsco-leadership governance in family-owned businesses

124 - When Family Meets Finance: Mastering Business Valuation in B2B Enterprises

Ed Delia

Published on: 05/08/2026

Ed Delia interviews Stephen and Randi Goldberg of Sun Business Valuations on maximizing business value, avoiding common valuation pitfalls, reducing owner dependency, and preparing family businesses for successful transitions.

family business valuation strategiesmid-market exit planning and successionprofessionalizing family business operationsqualitative risk drivers in business valuationcorporate governance for multi-generational enterprises

123 - Offboarding Yourself: The Key to Unlocking Growth and Next-Gen Leadership in Family Firms

Ed Delia

Published on: 02/08/2026

Ed Delia interviews Michèle Hecken on helping founders step back through delegation, succession planning, and role clarity, enabling next-generation leadership while building a business—and a life—that thrives beyond the owner.

founder offboarding strategies for entrepreneursbusiness exit planning for family enterprisesprofessionalizing mid-market business governancefounder dependency reduction strategiesmulti-generational business succession frameworks

122 - Life Vests, Leadership, and Legacy: Steering a 100-Year-Old Family Business into the Future

Ed Delia

Published on: 29/07/2026

Ed Delia interviews Sarah Switlik of Switlik Survival Products on leading a century-old family business through succession, innovation, workforce development, and values-driven leadership for long-term success.

family business multi-generational succession planningindustrial manufacturing digital transformationprofessionalizing legacy manufacturing operationsB2B workforce development in manufacturingstrategic risk management in safety equipment manufacturing

121 - Legacy Reloaded: Reinventing Family Business Leadership in an AI-Driven World

Ed Delia

Published on: 27/07/2026

Ed Delia interviews Katie Rucker of MacKenzie Corp and NextGen Collaborative on modernizing family business leadership, embracing AI, authentic storytelling, and empowering next-generation leaders to honor legacy while driving innovation.

next-generation family business leadershipB2B family enterprise succession planningprofessionalizing family business operationsstrategic foresight for mid-market businessescustomer experience data analytics for B2B

120 - Modernizing a Family Legacy: How Resolution Capitol Management Is Evolving Under Third-Generation Leadership

Ed Delia

Published on: 22/07/2026

Ed Delia interviews Jared Kassoff of Resolution Capitol Management on rebuilding a family real estate business, modernizing operations, leveraging AI, and balancing legacy with entrepreneurial growth.

family business real estate modernizationmid-market real estate asset managementprofessionalizing family business operationsAI integration in real estate managementmulti-generational business succession planning

119 - Leading Through Change: Why Belief and Brutal Self-Assessment Matter in Family Business

Ed Delia

Published on: 15/07/2026

Ed Delia interviews Josh Gould of thebigword on leading family-business change through self-assessment, professional management, and early AI adoption while preserving values and empowering people.

family business multi-generational succession planningglobal language service provider growthprofessionalizing legacy business corporate governanceAI integration in B2B service sectorsstrategic capital allocation for entrepreneurs

118 - Transforming a Traditional Print Shop into a Global Print Management Powerhouse: A Family Business Journey

Ed Delia

Published on: 08/07/2026

Ed Delia interviews Steven Portrude of Harwill Express Press on transforming a family print shop into a global print management business through innovation, cash flow focus, integrity, and people-first leadership.

relationship banking for family businessesmid-market commercial lending strategiesB2B cash flow optimization toolsprofessionalizing family business corporate financestrategic capital allocation for entrepreneurs

117 - A Different Path Forward: Why Leaving Can Strengthen Your Family Legacy

Ed Delia

Published on: 22/06/2026

Ed Delia interviews Richard Haig on family business growth, leadership, and innovation. Richard shares how Haig Service evolved into a national security company through acquisitions, AI, and long-term legacy planning.

family business succession strategiesB2B commercial security integrationmid-market strategic business acquisitionslife safety systems operational managementprofessionalizing multi-generational corporate governance

116 - The Tough Talk: Overcoming Fear and Complexity in Family Business Succession Planning

Ed Delia

Published on: 16/06/2026

Ed Delia interviews Chris Bingaman on family business leadership, succession, and innovation. Chris shares lessons on integrity, appointing a non-family CEO, cancer survival, ESOP implementation, and AI-driven lumber grading.

family business multi-generational succession planningindustrial manufacturing digital transformationprofessionalizing legacy manufacturing operationsdata-driven supply chain managementemployee stock ownership plan advantages

115 - Seasonal Retail Mastery: What Makes This Winter-Summer Business Model Work

Ed Delia

Published on: 15/06/2026

Ed Delia interviews Cherie O'Connor on family business leadership, retail innovation, and resilience. Cherie shares how Pelican Shops balances tradition with e-commerce, technology, and AI while preparing for the next generation.

family business multi-generational successionseasonal retail supply chain managementprofessionalizing multi-location business operationsdigital transformation for family enterprisesmid-market retail growth models