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Explore every episode of the podcast The Business of Family

Dive into the complete episode list for The Business of Family. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

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TitlePub. DateDuration
law and the business of farming20 Jan 202600:32:19

Farming is more than a business. It’s land, legacy, and generations working side by side. And that makes the legal side of farm family businesses uniquely complex.

In this episode of The Business of Family Podcast  - Family Matters: Legal Edition, Tammy Buss and Yola Ventresca are joined by Joseph Hentz of Lerners LLP to explore the intersection of farming, family, and the law.

Together, they unpack:
• What makes farm family businesses different from other enterprises
• Common legal structures and ownership challenges
• Why succession planning is often delayed — and the risks of waiting
• How proactive legal planning can protect both relationships and the farm itself

If your family business is rooted in the land, this is a conversation you won’t want to miss.

🎧 Family Matters: Legal Edition — available wherever you listen to podcasts.


#BusinessOfFamilyPodcast #FamilyBusiness #FamilyEnterprise #FamilyMatters

#FarmFamily  #FamilyFarm #Agribusiness #FarmingLife
#FarmSuccession #FarmLegacy #SuccessionPlanning
#EstatePlanning #BusinessLaw #FamilyBusinessAdvisors
#Governance #FamilyAndBusiness #LegacyPlanning
#NextGeneration #IntergenerationalBusiness #BlueRoots #LernersLLP

legacy on repeat: communication tools13 Jan 202600:30:58

Great family businesses don’t fail because they lack vision — they struggle when communication breaks down.


In this Legacy on Repeat episode of The Business of Family Podcast, Tammy Buss revisits her conversation with communication expert Brett Thompson to unpack the tools that help families stay aligned, reduce conflict, and keep both relationships and the business healthy.


Because when family and business overlap, how you communicate matters just as much as what you say.


🎧 Tune in to revisit the tools that stand the test of time.


#thebusinessoffamily #LegacyOnRepeat #FamilyBusiness #CommunicationTools #FamilyDynamics #Leadership #SuccessionPlanning #BusinessAndFamily #Kolbe #Print #Communication #blueroots #podcast #businesspodcast

designing more than spaces: family, legacy & leadership at Kolar Design06 Jan 202600:35:05

What happens when family, creativity, and legacy come together?

In this episode of The Business of Family Podcast, Tammy sits down with Kelly Kolar and Audrey Eyman of Kolar Design for a candid mother–daughter conversation about building an award-winning design firm while navigating the realities of working together as family.


They talk about:
• The early days of Kolar Design
• Stepping into , and making space for the next generation
• Balancing boundaries, empathy, and leadership
• What legacy really means when family is at the heart of the business


A thoughtful conversation about growth, values, and designing something that lasts, in business and beyond.


🎧 Listen now wherever you get your podcasts. 

#TheBusinessOfFamily #FamilyBusiness #WomenInBusiness #FamilyLegacy #SuccessionPlanning #Design #CreativeEntrepreneurs #FounderToFuture #NextGenerationLeadership #ValuesDrivenBusiness #BlueRoots #KolarDesign

Start the Year Right: One Question Every Family Business Should Ask30 Dec 202500:05:14

Happy New Year! As we step into a brand-new year, this short episode of The Business of Family offers a simple, practical way to create clarity and alignment, without resolutions.

Instead of long list of goals, Tammy Buss invites families to pause and reflect on one powerful question:
What does success look like for us this year—as a family and as a business?

In this episode, you’ll explore:
• Why alignment matters more than resolutions
• How defining success reduces conflict and builds trust
• A simple five-minute exercise to bring clarity across the family, business, and ownership circles

A thoughtful way to begin the year with intention, connection, and shared direction ✨

From all of us at BlueRoots, Happy New Year—here’s to a year of clarity, alignment, and meaningful progress.

#TheBusinessOfFamily #FamilyBusiness #NewYearReflections #Leadership #FamilyEnterprise #BlueRoots #IntentionalLiving #BusinessPodcast #Podcast #HappyNewYear #NewYear


Traditions in Business and at Home: How Shared Rituals Strengthen Families23 Dec 202500:08:11

Happy Holidays! As we head into the Christmas season, Tammy Buss reflects on the small, but powerful traditions that quietly shape family enterprises.

In this short episode of The Business of Family, we explore how shared rituals, at work and at home, create rhythm, belonging, and connection across generations. From meaningful business traditions to simple family moments around the holidays, this episode invites you to pause and reflect on what truly holds your family and enterprise together.

A thoughtful listen for anyone leading, working in, or growing a family business this season 🎄

From all of us at BlueRoots, Happy Holidays and thank you for being part of this community.

#TheBusinessOfFamily #FamilyBusiness #Traditions #Leadership #FamilyEnterprise #BlueRoots #HappyHolidays #Christmas #BusinessPodcast #FamilyTraditions

Family Law and Family Business – Avoiding Pitfalls16 Dec 202500:41:26

When family and business overlap, the legal stakes are higher than most people realize. In this episode, Tammy & Yola sit down with Erin Reid of Lerners LLP to unpack where family law and family business collide—and how to avoid the legal pitfalls that can put both your company and your relationships at risk.

We dive into:
• Why divorce, separation, and major life events hit family businesses differently
• Common mistakes that leave businesses exposed
• Practical legal tools like shareholder agreements and marriage contracts
• How proactive planning and open conversations can save families stress, money, and conflict

Legal planning isn’t about expecting problems—it’s about protecting what matters most.

🎧 Listen now and learn how to safeguard your family and your business.

#FamilyBusiness #FamilyMattersPodcast #FamilyLaw

 #BusinessContinuity #SuccessionPlanning #Governance #LegalPlanning

#NextGenLeadership
#EntrepreneurLife #FamilyOwnedBusiness 

#ProtectWhatMatters #FamilyBusiness #LernersLLP #BlueRoots #LegalPodcast #BusinessPodcast

legacy on repeat: retirement in a family business - is there such a thing09 Dec 202500:24:37

Legacy on Repeat is back with a conversation every family business owner needs to hear.

In this episode, Tammy sits down with Shawn Bellefeuille of Buss Financial Group and Retirement by Design to break down what it really takes to transition out of the business you built.

Retire, hand it down, or sell? There’s no one-size-fits-all answer — but there is a way to plan with clarity.

Listen in for practical guidance on preparing for life after the business and protecting the legacy you’ve created.

#FamilyBusiness #SuccessionPlanning #RetirementPlanning #WealthPlanning #LegacyPlanning #BusinessOfFamilyPodcast #BlueRoots #RetirementByDesign #BusinessPodcast #Podcast

honouring the past, leading the future: 4 generations of Chalmers Insurance02 Dec 202500:33:00

What does it take to lead a 4th-generation family business into the future—without losing the heart of what made it great?


In this episode of The Business of Family Podcast, Tammy sits down with Dottie Chalmers Cutter, 4th Generation Owner and COO of Chalmers Insurance Group, recorded on the road in Maine—our first podcast recorded outside the studio!

Dottie shares her personal journey growing up in a family enterprise, her path to leadership, and how she’s transforming the company culture from performance management to people development.


They dive into legacy, leadership, and the power of developing people—not just managing them.


#FamilyBusiness #Leadership #SuccessionPlanning #Legacy #TheBusinessofFamilyPodcast #BlueRoots #Podcast #BusinessPodcast #NextGen #ChalmersInsurance

taxes, death, and family business: planning before and after25 Nov 202500:28:33

Only two things are certain in life — death and taxes.


But in family business, how those two collide can shape your family’s future.


In this episode of The Business of Family Podcast, Tammy sits down with Anthony Falcone Lawyer at Falcone Law Professional Corporation and Richard Rizzo Tax Partner at Bateman MacKay LLP to talk about what happens before and after the inevitable — and how the right tax planning can protect both your legacy and your loved ones.


🎧 Tune in to hear how families can prepare, avoid common mistakes, and make tough conversations easier — before it’s too late.


#FamilyBusiness #TaxPlanning #Succession #EstatePlanning #BusinessOfFamily #BusinessPodcast #BlueRoots

family business shareholder disputes18 Nov 202500:37:52

When ownership and family collide, things can get complicated. This week, Tammy and Yola sit down with Mitchell Brown, Partner at Lerners LLP, to unpack one of the toughest topics in family business: shareholder disputes.


From unclear roles and generational tensions to buyout disagreements and succession battles — Mitchell shares legal insights and practical ways families can protect both their business and their relationships.


💡 In this episode, we explore:

  • What causes shareholder disputes in family businesses

  • How emotions and history complicate conflict

  • The legal frameworks that can prevent issues before they start

  • When to call a lawyer — and when to call a mediator

  • Mitchell’s best advice for families navigating ownership and legacy


#FamilyBusiness #SuccessionPlanning #Governance #ShareholderDisputes #ConflictResolution #LegalInsights #TheBusinessOfFamilyPodcast #BlueRoots #LernersLLP #LegalPodcast #BusinessPodcast 

legacy on repeat: failing to communicate11 Nov 202500:24:29

This week we’re revisiting a powerful conversation with Brett Thompson, an expert who knows the impact words—and silence—can have in business.


In this episode, we tackle one of the biggest mistakes business owners make: failing to communicate. From navigating family dynamics to managing employees, Brett breaks down the 3 key elements of communication and shares how to keep the lines open to drive positive results.


If communication has ever felt like your biggest challenge, this replay is packed with practical insights you won’t want to miss.


#FamilyBusiness #BusinessLegacy #Communication #LeadershipPodcast #Entrepreneurship #BusinessPodcast #FamilyEnterprise #TeamLeadership #BusinessGrowth #SuccessionPlanning #BlueRoots

foundations of family – the father–son story behind CCR Build + Remodel04 Nov 202500:28:27

What does it take to build both a business and a legacy? 🏠


In this episode, Tammy sits down with Arne and Peder Madsen — the father–son duo behind CCR Build + Remodel.


From humble beginnings to a thriving design-build company, Arne shares how CCR was founded and the values that built its foundation, while Peder reflects on growing up in the business and stepping into leadership.


Together, they open up about the challenges and rewards of working side by side, navigating succession, and what it truly means to build both a business and a legacy that lasts.


Building homes — and building a family legacy — go hand in hand for Arne and Peder. In this heartfelt conversation, they reflect on the moments that defined their partnership and the lessons they’ve learned along the way.


🎙️ Listen to this episode of The Business of Family Podcast — available wherever you get your podcasts.


#TheBusinessOfFamilyPodcast #FamilyBusiness #NextGenLeadership #SuccessionPlanning #LegacyBuilding #FatherAndSon #CCRBuildRemodel #Entrepreneurship #LeadershipJourney #FamilyLegacy #Podcast #BlueRoots #BusinessPodcast 

what every family business should learn28 Oct 202500:33:16

In this episode, Tammy sits down with David Simpson, Director of the Business Families Centre at the Ivey Business School, to explore the intersection of education, entrepreneurship, and family legacy.

A former professional hockey player turned entrepreneur and educator, David shares how his diverse career shaped his understanding of what makes family businesses thrive—or struggle.

From generational dynamics to the emotional side of succession, David offers practical wisdom for founders, next-generation leaders, and anyone passionate about sustaining family enterprises for the long term.

#TheBusinessOfFamilyPodcast #BlueRoots #FamilyBusiness #FamilyEnterprise #Entrepreneurship #NextGenLeaders #LegacyLeadership #IveyBusinessSchool #FamilyBusinessEducation#SuccessionPlanning #DavidSimpson

From Pop Icon to Family Enterprise: The Business of Taylor Swift21 Oct 202500:28:32

What does Taylor Swift have in common with your family business? More than you think.

In this episode, co-hosts Tammy Buss of BlueRoots and Yola Ventresca of Lerners unpack the Taylor Swift machine: family business & legal lessons.

💡 We explore:

  • How Taylor’s parents and brother play key roles in her success.
  • The legal side of building and protecting a global brand.
  • What every family business can learn from the Swift enterprise — from contracts to succession planning.


Whether you’re running a farm, a retail store, or the biggest pop career on the planet, the rules are the same: protect your business, protect your relationships, and plan for the future.

👉 Tune in to The Business of Family Podcast for this fascinating look at fame, family, and law.


#FamilyBusiness #Podcast #TaylorSwift #BusinessOfFamily #BlueRoots # Lerners #LegalPodcast #BusinessPodcast 

legacy on repeat: the mistakes of a family business14 Oct 202500:24:55

This week we’re bringing back a powerful conversation with Peder Madsen, owner of CCR Build + Remodel in London, Ontario.

In this episode, we dive into the tough realities of second-generation ownership—the mistakes made, the lessons learned, and the achievements that shaped the journey.

If you’ve ever wondered what it really takes to carry forward a family business legacy, this replay is packed with insights you won’t want to miss.


#FamilyBusiness #BusinessLegacy #SecondGeneration #BusinessGrowth #LeadershipPodcast #Entrepreneurship #BusinessPodcast #FamilyEnterprise #SuccessionPlanning #BusinessTransition #BlueRoots #CCRBuild+Remodel

the glue that holds us together: a family business story07 Oct 202500:24:30

In this episode of The Business of Family Podcast, Tammy Buss sits down with Dean Tansman, Vice President of Operations at A World of Wipes (AWOW), to explore the story of a family business rooted in innovation, responsibility, and legacy.

Dean shares how his father, Avi Tansman, founded AWOW in 1991 and how growing up alongside the business shaped his own path. Now working side by side, Dean and Avi navigate the balance between tradition and innovation while scaling the company’s sustainable product lines and operations.

Dean opens up about the challenges and rewards of working in a family business, how he and his father divide responsibilities, and what the future might hold for the next generation

#FamilyBusiness #NextGenLeadership #BusinessOfFamily #SuccessionPlanning #BusinessPodcast #LeadershipJourney #Entrepreneurship #FamilyLegacy #AWOW #AWorldOfWipes #DeanTansman #BlueRoots #Podcast

tradition meets tech: family business in the age of AI30 Sep 202500:35:48

Artificial Intelligence is changing the way we work, lead, and grow—but what does that mean for family businesses rooted in tradition?


This week on The Business of Family Podcast, Tammy Buss sits down with Shaara Roman, Founder & CEO of Silverene Group, to explore how AI and organizational culture intersect—and why keeping your people at the center is the key to success.


We dive into:
🤖 How AI can reshape (not replace) family business traditions
🌱 Why cultural readiness and leadership alignment matter most
💡 Practical AI use cases in HR, governance, and strategy
👥 How to prepare your team for disruption without losing who you are


🎧 Tune in for a conversation that blends innovation with legacy—and learn how family businesses can embrace AI while staying true to their values.


#FamilyBusiness #AI #Leadership #OrganizationalCulture #BusinessOfFamilyPodcast #BlueRoots #SilvereneGroup #Legacy #SuccessionPlanning #NextGen

brothers in business - carrying forward the Rubinet legacy23 Sep 202500:35:48

A few weeks ago, we sat down with Domenic Luisi, founder of Rubinet Faucet Company, to hear the origin story of a brand built to last.


Now, we hear from the next generation. Tammy Buss interviews Michael and Frank Luisi to explore their journey of stepping into leadership, defining their roles as brothers in business, and balancing their father’s legacy with their own vision for Rubinet’s future.


In this episode, they share:
🔹 Early memories of growing up around the family business
🔹 How their paths into leadership unfolded differently
🔹 The unique dynamics of decision-making as brothers
🔹 Lessons on honouring legacy while carving out a new chapter
🔹 Their best advice for rising generation family business leaders


This is a candid and inspiring look at what it takes to carry forward a generational brand.


Check out the vodcast version on our YouTube channel @BlueRoots Inc.


#BusinessOfFamily #FamilyBusiness #Rubinet #BlueRoots #BusinessPodcast #SuccessionPlanning #Entrepreneurship #NextGenLeadership #LegacyBuilding #Podcast #BusinessPodcast

introducing our new segment on the law and family business16 Sep 202500:27:22

We’re thrilled to introduce Family Matters: Legal Edition — a brand-new monthly segment of The Business of Family Podcast!


Co-hosted by Tammy Buss (Founder of BlueRoots Inc.) and Yola Ventresca (Managing Partner at Lerners LLP), this series dives into the often-overlooked legal side of family business. From governance and ownership to conflict resolution, shareholder agreements, and succession planning — we’ll tackle it all.


✨ In this first episode, Tammy and Yola share their personal journeys, what drew them to family business and law, and why legal clarity is essential to protecting not just assets, but relationships.


📅 Tune in every 3rd Tuesday of the month for real-life scenarios, plain-language legal insights, and conversations that matter to family-owned businesses.


Catch the vodcast version of this video on our YouTube channel @BlueRoots Inc.


#BusinessOfFamily #FamilyMatters #LegalEdition #PodcastLaunch #FamilyBusiness #LernersLLP #BlueRoots #BusinessPodcast #LegalPodcast #SuccessionPlanning

when family and business collide09 Sep 202500:30:22

Family businesses are built on legacy—but sometimes that legacy causes more conflict than clarity.


Doug Noll is back on the podcast to explore the emotional undercurrents of family business disputes and how to navigate them with empathy, structure, and foresight.


Whether you’re passing the torch or still holding it, don’t miss Doug’s expert advice.


#BusinessOfFamily #LegacyPlanning #FamilyConflict #DougNoll #NextGenLeadership #BlueRoots #BusinessPodcast #Podcast

legacy on repeat: setting up structure for success02 Sep 202500:24:18

🎙️ Legacy on Repeat – We’re rewinding the tape and revisiting one of our most practical and insightful conversations.


In this episode, Tammy Buss sits down with Brett Thompson, a business consultant who helps owners stop working in their business and start working on it.


Brett  and Tammy discuss why having a plan makes your business worth more, how to align your vision with your values, and the tools every entrepreneur needs to create lasting success.


It’s a conversation about clarity, growth, and building a business that not only runs — but thrives.


🎧 Tune in (or tune back in) to discover how the right plan can turn today’s work into tomorrow’s legacy.


#LegacyOnRepeat #TheBusinessOfFamily #FamilyBusiness #WomenInBusiness #NextGenLeadership #Entrepreneurship #Podcast #BlueRoots #BusinessPodcast #BusinessSuccess

legacy on repeat: accounting for success26 Aug 202500:20:28

✨ Legacy on Repeat ✨


This week we’re bringing back a powerful conversation with Andrew Moss, CPA, CA, Partner at BDO Canada LLP.


In this episode, we dive into the critical role financial guidance plays in setting your business up for long-term success.


If you’ve ever wondered when is the right time to call in a professional, this conversation is packed with insights you won’t want to miss.


🎧 Tune in now and catch the replay of this Legacy on Repeat episode!

#FamilyBusiness #AccountingForSuccess #BusinessGrowth #FinancialSuccess #BusinessStrategy #Entrepreneurship #BusinessPodcast #LeadershipPodcast #FamilyEnterprise #BDOCanada #AccountingExperts #CPA #BusinessAdvisory #TrustedAdvisor #BlueRoots

legacy on repeat: evolution of a family business - Hangar 919 Aug 202500:28:41

🎙️ Legacy on Repeat

We’re rewinding the tape and bringing back one of our most inspiring conversations.

In this episode, Tammy sits down with Lisa Ferguson, CMO of Hangar 9 in London, Ontario — a family business led by strong women entrepreneurs who are paving the way for others to follow.

Lisa shares the growing pains, pivotal moments, and bold decisions that shaped Hangar 9 into the success story it is today. It’s a candid conversation about resilience, reinvention, and what it means to build a legacy that lasts.

🎧 Tune in (or tune back in) to hear how women in family business are changing the game — one story at a time.

#LegacyOnRepeat #TheBusinessOfFamily #FamilyBusiness #WomenInBusiness #NextGenLeadership #Entrepreneurship #Podcast #BlueRoots #Hangar9


legacy on repeat: the WHY12 Aug 202500:45:43

🎙️ Legacy on Repeat – a new segment from The Business of Family

We’re rewinding the tape and bringing you one of our mostimpactful conversations from the past in a new segment we’re calling Legacy on Repeat.

We’re kicking it off with The Why — where it all began.

In this foundational conversation, Tammy sits down with herhusband Gerard and sons William and Edward to reflect on building their family business — the wins, the missteps, and what it was like to grow both a company and a family at the same time.

They share candid stories about leadership, succession, andwhat it means to hand off a legacy to the next generation.

🎧 Tune in (or tune back in) to hear how legacy is built — one story at a time.

#LegacyOnRepeat #TheBusinessOfFamily #FamilyBusiness #SuccessionPlanning #NextGenLeadership #Entrepreneurship #Podcast #BusinessPodcast #BlueRoots

built to last: how Rubinet became a generational brand05 Aug 202500:32:43

On this week's episode, we chat with Dominic Luisi. Dominic built Rubinet Faucet Company from the ground up — long before there was talk of legacy, succession, or second-generation leadership.


In this episode, Dominic shares what it took to grow a business while raising a family, and how his sons eventually found their way into the company — on their own terms.


We talk about the early days, the turning points, and the honest conversations that shaped their transition as a family and a business.


Whether you're a founder thinking about the future, or the next gen trying to find your place, this episode is packed with real insights from a family who's lived it.


#FamilyBusiness #Entrepreneurship #FoundersStory #SuccessionPlanning #NextGenLeadership #Rubinet #LegacyBuilding #Podcast

from family roots to marketing routes29 Jul 202500:31:32

What happens when science meets storytelling—and family meets business?

Meet cousins and co-founders Angela and Travis, the powerhouse duo behind Tipton Franklin Marketing Strategies, who are redefining what’s possible for AgTech and Biotech brands. 🌱🔬

In this episode, we dive into:
✨ How their family dynamics fuel their professional collaboration
🔬 Angela’s shift from lab bench to boardroom
🚜 How growing up on a farm shaped Travis’ branding instincts

💡 The unique challenges (and opportunities) of marketing in the AgTech and Biotech space

🤝 How working together as family has redefined their approach to success 
🤝 Advice for family members thinking of starting a business together

🎧 Tune in and get inspired to rethink what marketing (and family business) can look like.


#FamilyBusiness #AgTech #BiotechMarketing #TiptonFranklin #MarketingStrategy #Podcast #FamilyInBusiness #FoundersStory

fair vs. equitable: understanding the real dynamics in family business22 Jul 202500:29:36

👨‍👩‍👧‍👦 Is “fair” always “equal” in a family business? Not quite.

We’re joined once again by Dr. Sarah Burrows, professor of Entrepreneurship at Queen’s University, to unpack the often-misunderstood fair vs. equitable debate through the lens of the Three-Circle Model.


Together, we explore:
🔸 How your perspective (owner, family, or business) can shape your definition of fairness
🔸 Why a one-size-fits-all approach doesn’t work for succession planning
🔸 How governance and generational dynamics influence decision-making
🔸 Why equity ≠ equality — and why that matters in long-term planning


Whether you're a founder, next-gen, or advisor, this episode offers fresh insight into managing expectations, family roles, and emotional complexity in legacy businesses.


🎧 Tune in now to gain practical tools for navigating the nuanced world of family enterprise.




#FamilyBusiness #SuccessionPlanning #Entrepreneurship #Governance #FairVsEquitable #BusinessPodcast

protecting the family brand: intellectual property essentials15 Jul 202500:29:45

In this week’s episode, we sit down with Andrea Henry, business lawyer and intellectual property strategist who specializes in helping entrepreneurs and family businesses safeguard what they’ve built.

From trademarks and branding to proprietary systems and family legacy, Andrea shares real-life cautionary tales and smart legal strategies for protecting your intellectual property—before conflict arises.

💡 Learn:
✔️ What IP really means in a family business
✔️ Common oversights that lead to costly disputes
✔️ How to handle co-created assets and generational transfers
✔️ What legal tools every family business should have in place

#FamilyBusiness #IntellectualProperty #SuccessionPlanning #Trademarks #BusinessLaw #Entrepreneurship #FamilyOwned #IPProtection #LegacyPlanning


stopping fights before they start: conflict resolution for family business and beyond08 Jul 202500:33:48

In this episode, we welcome Doug Noll—lawyer turned peacemaker, mediator of over 2000 disputes, and conflict resolution expert trusted by everyone from Fortune 500 family businesses to maximum-security prisons.


Doug shares:
✅ The surprising emotional skill that instantly defuses tension
✅ How to navigate conflict in family businesses with empathy and validation
✅ Practical tools like affect labeling that turn arguments into understanding


Whether you're leading a team or managing family dynamics, this episode offers game-changing insight for keeping the peace.


Catch the vodcast version on YouTube @BlueRootsinc


#FamilyBusiness #Leadership #ConflictResolution #Mediation #DougNoll #EmotionalIntelligence #Podcast

Shut up, Listen and Compromise: From Opposite Sides to One Powerful Team01 Jul 202500:25:56

In this episode, we sit down with Mitchell J. Panter, Managing Partner of Panter, Panter & Sampedro, to hear how he and his brother turned their different legal beginnings—defense vs. plaintiff—into the foundation of one of Miami’s most respected personal injury law firms.


Mitch opens up about:
✅ The challenges and rewards of working with family
✅ How they balance brotherhood with business
✅ Succession planning and preparing the next generation
✅ His top 3 tips for family-run companies


If you’re part of a family business—or thinking about starting one—this conversation is packed with hard-won wisdom and real-world lessons.


Catch the vodcast version on YouTube @BlueRootsinc


#FamilyBusiness #LawFirmLeadership #SuccessionPlanning #BrothersInBusiness #PersonalInjuryLaw #Podcast

building boxes and a legacy: family business, loyalty & leadership24 Jun 202500:30:21

What does it take to build a business that lasts generations — and keeps its people for decades?


On this episode, we sit down with Derek Volk, third-generation owner of Volk Packaging Corporation, to hear how his family grew a thriving packaging business rooted in loyalty, purpose, and service. With nearly half of his team staying 10+ years (and some over 20!), Derek shares lessons on leadership, family dynamics in business, and why their company culture keeps both customers and employees coming back.


Plus: how a humble box business became a leading economic indicator in the region — and what every family business should know about succession and legacy planning.


Tune in to hear:
✔️ The origin story of Volk Packaging
✔️ Secrets to long-term team loyalty
✔️ Derek’s top 3 tips for family business success


Thank you to Rachel Muma of Muma Manufacturing for providing this episodes outro.


Catch the vodcast version on YouTube @BlueRootsinc


#FamilyBusiness #Leadership #SuccessionPlanning #BusinessLegacy #ManufacturingExcellence #VolkPackaging #Podcast

not planning is a mistake: start planning and start planning early17 Jun 202500:31:39

Succession planning is one of the most critical—and complex—challenges facing family businesses today. How do you prepare the next generation while honoring the past? How early should you start? What pitfalls must you avoid?


In this insightful conversation with John Ursin, the Managing Partner of Schenck Price, we explore:


✅ Why succession planning is essential for survival and growth
✅ The most common mistakes businesses make (and how to avoid them)
✅ How family dynamics impact leadership transitions
✅ The future of succession planning in a changing business landscape
✅ Practical first steps every business owner should consider


Whether you're leading a legacy company or building one for the future, this episode is packed with wisdom you can't afford to miss.


#FamilyBusiness #SuccessionPlanning #NextGenLeadership #LegacyBuilding #BusinessContinuity #Podcast


sister act: growing a family empire in medical aesthetics10 Jun 202500:26:30

We’re joined by powerhouse sisters Dominique Waples-Trefil, JD and Dr. Flora Waples — the dynamic duo behind RESTOR Medical Spa, one of Denver’s top medical aesthetics and functional medicine practices.

From walking away from law and medicine to build a brand that’s redefining aging, to navigating the challenges (and joys) of working with family, Dominique and Flora share the real story behind their success.

We dive into:
💡 How they scaled RESTOR to 3 thriving locations (and counting)
👭 What it’s really like to be in business with your sibling

🧩 How clearly defined roles and open communication are key to working well together
📈 Scaling RESTOR and planning for the next generation
💬 Their top tips for family-run businesses

If you're in business with family — or thinking about it — this episode is a must-listen.

🎧 Listen now

Catch the vodcast version on YouTube @bluerootsinc


#FamilyBusiness #WomenInBusiness #MedicalAesthetics #Entrepreneurship #SisterFounders #Podcast#Communication #Leadership

from living room to boardroom: navigating family business03 Jun 202500:25:27

This week on the podcast, I sit down with Dr. Sarah Burrows, professor of Entrepreneurship at Smith School of Business, to explore the unique dynamics of family businesses.


We dig into:

💬 Why family communication is the biggest success—or failure—factor 

🧠 The shift from entrepreneurial illbeing to wellbeing

👨‍👩‍👧‍👦 Succession vs. continuity: what's the real difference? 

🔍 Why understanding family science is key to business succession 

🧒 How childhood chores like cleaning, filing and phone-answering creates future CEOs 

🧠 The accidental vs. intentional entrepreneur 


Whether you're leading a multigenerational business or wondering how to start the conversation with your kids, this episode is packed with insights.


🎧 Tune in now! 


Catch the vodcast version on YouTube @bluerootsinc


#FamilyBusiness #Entrepreneurship #Leadership #SuccessionPlanning #Wellbeing #NextGenLeaders #BusinessLegacy #Podcast 

dream it. build it. pass it on.27 May 202500:25:18

Jane Antoniak, Strategic Communication Consultant, sits down with podcast host, author and advisor Tammy Buss to talk about her powerful new book: Dream it, Build it, Pass it on: How to Align Values, Vision, Mission.

They discuss:

- Why don’t more first-generation businesses stay in the family?- Are we avoiding the hard conversations?- How can values-based vision—and some honest planning—change the future?

In this candid episode, Tammy shares how her workbook-style book helps families and business owners get real about legacy, prevent regrets, and start mapping out what matters most—before it’s too late. From estate planning to family dynamics, Tammy offers tools, perspective, and heart.

🛠️ “The windshield is bigger than the rearview mirror.”
💬 “Keep it in the family”—why this motto matters now more than ever.

🎧 Tune in and take the first step toward a legacy that lasts.


Catch the vodcast version on YouTube @bluerootsinc


#FamilyBusiness #SuccessionPlanning #Legacy #TammyBuss #Podcast #BusinessValues #VisionAndMission #EstatePlanning #DreamItBuildItPassItOn

legacy, leadership & letting go20 May 202500:28:00

What does it take to steward a 114-year-old family business through change while staying true to your values?


In this powerful episode, we sit down with Amy Stein—former executive and fourth-generation family member of Henry’s, Canada’s largest independent imaging retailer. Amy shares her journey of growing up in a multi-generational business, leading through transformation, and ultimately guiding the family through a major transition with the sale of the company in 2023.

We explore:
🔹 What it really means to carry the weight and pride of legacy
🔹 Navigating family dynamics at work—what worked, what didn’t, and what she’d do differently
🔹 How Amy blends strategy, governance, and heart to drive social impact through the Pixel Foundation
🔹 Tips for other family businesses on communication, defining roles, and maintaining balance
🔹 Why purpose matters—especially in philanthropy and succession


Amy brings lived experience, sharp insight, and deep integrity to this conversation. Whether you're part of a family business, leading through change, or just love a story about values-driven leadership—you’ll want to hear this.
📺 Catch the vodcast version on YouTube @Bluerootsinc



#Podcast #FamilyBusiness #Leadership #Legacy #Philanthropy  #BusinessStrategy #WomenInLeadership #HenrysCanada #AmyStein #PixelFoundation

policies with purpose: strengthening the family business13 May 202500:27:21

🎙️ New Podcast Alert: 

In this episode, we chat again with Wendy MacIntyre, Founder of Resolve HR. Running a family business comes with unique challenges — and having the right policies in place can make all the difference. In this episode, we dive into the essential procedures every family business should consider, from conflict resolution and succession planning to confidentiality, employment standards, and decision-making clarity.

💬 Topics include:

  • Why formal policies matter more in family enterprises

  • Navigating complex family dynamics with clear decision-making

  • Creating fair family employment policies

  • Succession planning across generations

  • Best practices for communication, governance, and dispute resolution

Whether you're just getting started or looking to strengthen your family company’s foundation, this episode is packed with practical insights to help you balance family values with business success.

Thank you to Alice Watson of BDC for this episode's outro. 


📺 Catch the vodcast version on YouTube @Bluerootsinc



#FamilyBusiness #BusinessPodcast #SuccessionPlanning #FamilyGovernance #Entrepreneurship #HRStrategy  #ConflictResolution #FamilyBusiness 

wellness, family and finding your flow06 May 202500:31:36

What happens when burnout leads to breakthrough? 💧✨


In this episode, we chat with the inspiring founder of Voda Retreats, Rebekah Streeter Rad about her powerful journey from running a family-owned bed and breakfast to building a wellness brand with purpose.


She opens up about how personal experiences with burnout shaped the mission behind Voda Retreats, and how her background in her family's daycare business continues to influence her approach to leadership, balance, and self-care. 🧘‍♀️👶

We dive into:

  • Navigating the pressures of multigenerational family businesses

  • Practical tips for incorporating self-care into your day — without guilt

  • Bringing wellness into corporate spaces

  • And what it means to lead with authenticity, vision, and values 🌱

Whether you're in a family business, launching a new venture, or just need a reminder to take care of yourself — this episode is packed with inspiration and real-world wisdom.


📺 Catch the vodcast version on YouTube @Bluerootsinc


Rebekah also hosts a podcast called Calm Currents, featuring short and soothing 5–10 minute meditation sessions designed to easily fit into your daily routine.


#WellnessEntrepreneur #FamilyBusiness #BurnoutToBreakthrough #NewPodcastEpisode #WomenInBusiness #SelfCareForLeaders

wine, wisdom and working together29 Apr 202500:29:10

Ever wondered what it’s like to build a business — and a legacy — with your family? 🍇

Join Greg and Yannick Wertsch of Between the Lines Winery as they share the story of their family’s journey from their winemaking roots to creating one of Ontario’s leading wineries! 🍷

In this episode, we dive into the challenges and rewards of running a business as brothers, how they manage family dynamics, and their vision for the future, including succession planning for the next generation.

Whether you’re part of a family business, an entrepreneur, or just love a good success story, this episode is packed with insights and inspiration. ✨

Find the vodcast version on YouTube @Bluerootsinc 🎥

#FamilyBusiness #WineryLife #BusinessSuccess #PodcastNewEpisode 🎧

championing change: from vision to value22 Apr 202500:31:45


What if your family business could change lives and give back to your community?


Join me as I sit down with Jody Steinhauer, Chief Bargain Officer of the Bargains Group and founder of Engage and Change, where she shares her journey from entrepreneur to social advocate. Discover how Jodi’s initiatives—like survival kits for the homeless and employee-led charitable programs—show the power of business to create real social impact.


Whether you’re part of a family business or passionate about making a difference, this episode is packed with inspiring stories and practical ideas to help you give back and grow with purpose.


Thank you to Yola Ventresca of Lerners LLP for this episode's outro.


Find the vodcast version of this episode on our YouTube @Bluerootsinc


passing the torch: keeping the peace in succession planning.15 Apr 202500:22:32


How do you keep the peace in succession planning to avoid family disputes?


Join me as I sit down with estate litigation lawyer Kimberly Cura, a partner at Lerners LLP, where she pulls back the curtain on the complex world of family estate disputes. We dive deep into the potential landmines of estate planning, family business succession, and the critical importance of communication.


Learn how well-intentioned decisions can lead to costly legal battles, and discover practical strategies to protect your family's legacy and relationships. 


Whether you're a business owner, parent, or family member, this episode offers invaluable insights into navigating the delicate terrain of inheritance and family dynamics.



Thank you to Mike Bossy of Bossy Nagy Group for this episode's outro.


the legacy effect : balancing tradition with innovation.08 Apr 202500:30:36


What is the point of gaining outside business experience before entering your family business?


How do you navigate generational transitions in a family enterprise without stepping on toes?


Join me as I sit down with Ben Hertzman, President of Progress Luv2Pak, to explore a remarkable century-old family business transformation. Discover how a small hat box factory founded by Morris Lukovsky in 1917 evolved into a sophisticated global packaging enterprise under the Herzman family's leadership.


Learn how Ben successfully integrated modern business practices while honoring his father's entrepreneurial legacy, and gain valuable lessons about succession, leadership, and family business dynamics.
A must-listen for entrepreneurs, family business successors, and anyone interested in the intricate world of generational business leadership.


Thank you to Danielle Edgar of Mobile Services Inc for this episode's outro.


from family feuds to fair play.01 Apr 202500:31:47

Have you ever wondered how to clean up the HR of your family business?



How do you use HR policies to prevent workplace conflicts with your family?


Join me as I welcome Wendy McIntyre, founder of Resolve HR, a family business specializing in tailored HR solutions. Wendy shares her journey of integrating family into her business and dives into the unique HR challenges that family businesses face. Learn practical strategies for addressing workplace conflicts involving family members, the importance of clear HR policies, and how to create a healthy, productive work environment. 

Whether you're a founder, successor, or simply curious about family businesses, Wendy's insights will help you navigate the complexities of HR within a family enterprise.



Thank you to Greg Coyne of Lion's Keep Consulting for this episode's outro.

the "Get Sh*t Done" culture - a family business journey.25 Mar 202500:26:50

How do you balance family life and business ownership?


What is it like as a female entrepreneur to prove yourself in a male-dominated field? How do you overcome the stigma to succeed?


Join me as we sit down with Jen Kielczewski, the dynamic president and CEO of Complete Converting, a woman-owned manufacturing business. Jen shares her inspiring journey from investment banking to acquiring a niche manufacturing company in 2022 and everything in between!


Thank you to Dawn Ewing from Desjardin Financial Security for this episode's outro.


from burnout to balance - a family business journey.18 Mar 202500:34:32

Do you struggle to balance the demands of family business with your own entrepreneurial pursuits? 

How do you overcome the entrepreneurial burn out?


Join me as we explore this challenge with Rebekah Streeter Rad, founder of Voda Retreats and leader in a multigenerational family daycare business. Rebekah shares her insights on navigating leadership, teamwork, and personal well-being in both her wellness brand and family business. Tune in for practical advice on integrating self-care into your busy life and building sustainable success in family entrepreneurship.



Thank you to Thersea Van Ess of Ladder HR Solutions for this episode's outro.

strategic use of insurance in Succession Planning for Family Businesses.11 Mar 202500:33:43


What is your post estate plan, plan?

How do you use insurance as a efficient tool when planning for your business and family's future?


Join me as I chat with Erin Prohaska,  Partner at Continuum Legacy Partners, where we explore how to use insurance strategically and look at how to use tools and tactics to ensure longevity of family business assets.


Thank you to Barb Muma, of Muma Manufacturing, for this episode's outro.


employment law & workplace policy in a family business.04 Mar 202500:34:51

How do you understand the changing employment legislation and policy needs? Is your Family Business big enough to need these?


What can you do to protect your family business as your need for more employees grows?


Join me as I chat with Yola Ventresca, Managing Partner at Lerners LLP, where we explore tips to developing employment policies and complying with employment legislation to protect your family business. 


Thank you to Marty Britton of Britton Management Profile Inc, for this episode's outro.


taking over a family business without a plan.25 Feb 202500:34:54

How do you take over the business when there no plan?

What if there is no documentation? No processes and procedures, no job descriptions, no manuals to guide you.


Join me as a I chat with Marty Britton, President & CEO of Britton Management Profile Inc. about her journey and struggles of jumping feet first into running her family business she wasn't working in.
Thank you to Kimberly Cura of Lerners LLP for this episode's outro.


the journey of the next-gen.18 Feb 202500:34:40

How does the next gen forge their own path in the family business?

How do they follow their passions back to the family business?



Join me as I chat with Luke Hansen-MacDonald, President of HanMac Capital, about their family business journey through their entrepreneurial passions. Dive into all the dynamics that make up a successful family business succession.



Thank you to Charlie Smith of the Kool Group for this episode's outro.

marketing your family business.11 Feb 202500:23:54

Marketing. Its a huge cost.
How does a family business use marketing to build profit?



Join me as a I chat with Marcia Barnes, Founder and CEO of Valve+Meter Performance Marketing, where we explore the benefits and strategies to use marketing effectively in a family business.



Thank you to Steve Beauchesne, of Family Enterprise Canada, for this episode's outro.

© My Podcast Data · Independent project · Data from Apple & Spotify