Family Relationship

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

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

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

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

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

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

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

114 - Keeping the Pipes Flowing: Managing Family Relationships and Industry Disruption in Plumbing and HVAC Supply

Ed Delia

Published on: 10/06/2026

Ed Delia interviews Doug Hyman on family business leadership, digital transformation, and skilled trades. Doug shares lessons on succession, adapting to e-commerce and AI, and balancing innovation with strong customer relationships.

family business succession planningwholesale distribution growth strategiesindustrial e-commerce digital transformationmodernizing family business corporate governanceB2B technology integration models

113 - From Credit Unions to Community Banks: A Journey Toward Personalized, Proactive Banking Solution

Ed Delia

Published on: 08/06/2026

In this episode of Growing Up B2B, host Ed Delia speaks with Patrick McDermott, Vice President Business Banking at First Bank. Patrick shares insights from his decades-long banking career, emphasizing the value of relationship-driven, needs-based ban

Relationship banking for family businessesMid-market commercial lending strategiesB2B cash flow optimization toolsProfessionalizing family business corporate financeStrategic capital allocation for entrepreneurs

112 - Risk, Resilience, and Rebranding: Inside the Evolution of a Family-Owned Food Company

Ed Delia

Published on: 03/06/2026

Ed Delia interviews Alexandra Groezinger on family business leadership, legacy, and innovation. Alexandra shares lessons from guiding Alexian through growth, rebranding, and industry challenges while honoring her family’s entrepreneurial vision.

Family business generational leadership transitionsSpecialty food brand operational modernizationRebranding a multi-generational enterpriseStrategic risk management in manufacturingProfessionalizing legacy corporate infrastructure

111 - Discipline vs. Motivation: The Ultimate Showdown for Business Leaders Facing Crisis

Ed Delia

Published on: 31/05/2026

Ed Delia interviews Boaz Gilad on business failure, resilience, discipline, and growth. Boaz shares lessons from losing a public company, navigating family business challenges, embracing AI, and building success through systems and commitment.

Navigating business loss and corporate reinventionHigh-performance executive coaching for foundersMulti-generational business leadership transitionsStrategic infrastructure for scaling enterprisesProfessionalizing corporate governance under pressure

110 - Reinventing Retail: Transforming a Basket Business into a Multi-Division Powerhouse

Ed Delia

Published on: 26/05/2026

Ed Delia interviews Bernie and Ben Skalny on family business evolution, innovation, and generational leadership. They discuss balancing tradition with AI, digital tools, customer relationships, and adapting Willow Group to modern markets.

Family business multi-generational successionB2B wholesale distribution strategiesProfessionalizing legacy family operationsSupply chain digital transformationMid-market wholesale growth models

109 - Beyond Payroll: Unlocking the Human Side of Family Business Growth

Ed Delia

Published on: 25/05/2026

Ed Delia interviews Ron Senatore on family business leadership, succession, workforce strategy, and growth. Ron shares insights on accountability, workplace changes, private equity trends and helping businesses thrive through strong people strategies

Family business growth and transitionStrategic HR for mid-market businessesMulti-generational succession planningWorkforce optimization in manufacturing firmsProfessional employer organization PEO advantages

108 - Plastic Fantastic: Turning Family Business Dreams into American Market Realities

Ed Delia

Published on: 20/05/2026

Ed Delia interviews Khoa Duy Tran on family business leadership, recycling innovation, and AI-driven growth. Khoa shares his transition from law to manufacturing and how Duytan Recycling serves emerging brands with scalable PET packaging solutions.

Family business multi-generational successionB2B packaging and manufacturing growthModernizing legacy manufacturing operationsData-driven supply chain managementAI integration in industrial distribution

107 - Breaking Free from the “Family Business Trap”: A New Path to Financial Independence

Ed Delia

Published on: 18/05/2026

Ed Delia interviews David Nassief on rebuilding after layoffs, investing, family business, and wealth planning. David shares his Wealth Compass framework, lessons on financial independence, and how adversity strengthened his career.

Building wealth outside a family businessB2B business owner retirement planningParallel asset diversification for entrepreneursProfessionalizing family business personal financeCorporate executive career transition strategies

106 - Family Business Under Pressure: Navigating Roof-Top Drama and New Beginnings

Ed Delia

Published on: 12/05/2026

Ed Delia interviews Michael Keller on roofing, family legacy, integrity, and business reinvention

Family business leadership transitionsCommercial roofing asset managementScaling a B2B roofing companyIndustrial roof maintenance strategiesProfessionalizing a family-owned trade business

105 - Passing the Torch with Purpose: Preparing the Fifth Generation While Leading Today’s Family Business

Ed Delia

Published on: 11/05/2026

Ed Delia interviews Patrick McGovern on family business growth, leadership, and innovation success

Family business succession planningMulti-generational leadership strategiesProfessionalizing a family-owned B2BMarine and industrial power distributionStewardship in family business transitions

104 - From Craftsmanship to Legacy: Shaping the Future of Plumbing and Remodeling

Ed Delia

Published on: 05/05/2026

Ed Delia interviews Audra Giese on family business leadership, modernization, and plumbing industry

Family business succession planningModernizing trade operations with CRMWomen in trade leadershipStrategic growth in plumbing and remodelingDigital transformation for small businesse