57 - Succession Planning in Family Businesses: Learning to Let Go and Grow

57 - Succession Planning in Family Businesses: Learning to Let Go and Grow

57 - Succession Planning in Family Businesses: Learning to Let Go and GrowEd Delia
Published on: 29/10/2025

In this episode of "Growing Up B2B," host Ed Delia interviews Ed Dolan, CEO of Epic Results, LLC and recipient of the 2025 Somerset County Business Partnership Legacy Award. They discuss Ed’s extensive experience helping family-governed businesses navigate challenges like succession planning, emotional dynamics, and adapting to change. Ed shares insights on balancing family relationships with business strategy, the impact of major events like 9/11 and COVID-19, and the importance of structure, accountability, and openness to outside perspectives for sustainable growth.

LeadershipFamily RelationshipInnovationFamily Business
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53 - The Hidden Costs of Wealth: Addressing Emotional Baggage in Family Businesses

53 - The Hidden Costs of Wealth: Addressing Emotional Baggage in Family Businesses

53 - The Hidden Costs of Wealth: Addressing Emotional Baggage in Family BusinessesEd Delia
Published on: 15/10/2025

In this episode of "Growing Up B2B," host Ed Delia welcomes longtime friend Shawn Barberis, Founder and President of More Than Money 360 (MTM360). Shawn shares his journey from estate planning lawyer to innovator in family wealth strategy, focusing on the qualitative side of wealth—values, unity, and legacy. He explains how MTM360’s digital platform helps families communicate, resolve conflicts, and foster gratitude across generations.

LeadershipFamily RelationshipInnovationTechnologyFamily Business
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