Disruptive Successor Podcast

Gary Preisser is the Co-Founder of Stonebriar Wealth Advisors and the creator of the Cash Flow Clock framework, a financial planning approach that prioritizes purpose, timing, and liquidity over traditional asset allocation models. He works with family business owners and high-net-worth individuals to align investments with real-life cash flow needs, helping families navigate succession, taxes, an...

In 2004, Mario founded BGS Capital Management LLC, where he serves as Managing Partner. He has been instrumental in building a highly successful wealth management practice that is nationally recognized by its broker-dealer, Cetera Financial Specialists. The firm oversees more than $400 million in assets under management and serves over 2,000 clients. Authored "The Art of Creating Wealth", which ha...

Kristopher "Kris" Grey is the founder of Creatapult and a seasoned project management consultant with over two decades of experience helping contractors and growing businesses scale without operational chaos. A self-described "construction brat" who grew up inside his family's contracting company, Kris launched his entrepreneurial journey under pressure — just days after the birth of his first chi...

Maryann Bell is the leader of the advisory practice at Wingspan Legacy Partners, where she works with multi-generational families to design governance structures, ownership frameworks, and policies that preserve both enterprise value and family relationships over time. With a unique ability to navigate the intersection of ownership, leadership, and legacy, she has previously joined the Disruptive...

Casey O'Quinn is the founder of Gravity Digital, a family-owned marketing agency that has served direct-to-consumer family businesses for 25 years. He works alongside multiple family members including his father, wife, sister, cousins, and in-laws across several ventures including the agency, healthcare, and real estate. Casey built his firm on a unique revenue-share model where his team only gets...

Jeffrey Condren is a Certified Financial Planner (CFP) and Senior Vice President and Wealth Advisor at Mesirow Wealth Management in Highland Park, Illinois. With over two decades of experience in the financial industry, Jeff specializes in guiding business owners through complex transitions—from business exits to legacy planning. He works primarily with entrepreneurs and multi-generational family...

Richard Grove is the third-generation leader behind Wall Control, a renowned American manufacturer specializing in wall organization systems. With a background in mechanical engineering and experience at the Department of Defense, Richard returned to his family business to help scale it from a small tool and die shop into a household name across e-commerce, retail, and television. He is also a con...

Pranav Dalal is the visionary Founder and CEO of Office Beacon, a global outsourcing powerhouse with over 5,500 employees. Launching the business in 2000 after the dot-com crash, Pranav has expanded operations from India to the Philippines, Mexico, and South Africa, providing over 150 different services to clients worldwide. As a single father, he is actively building a multi-generational family b...

Grant and Erin Stahla are the inspiring husband-and-wife co-founders of Stahla Services, a premium restroom and shower trailer rental company. Starting with a single trailer after college, they have disrupted a traditional industry by providing hospitality-level service and a product often described as a "hotel bathroom on wheels." Guided by their values and a passion for entrepreneurship, they've...

Marshall Rabil is the third-generation President and CEO of Hubbard Peanut Company, the country's oldest specialty peanut brand, famously known as "Hubs." Founded by his grandparents in 1954 in Sedley, Virginia, Hubs is a household name celebrated for its super extra-large Virginia peanuts. Before taking the helm, Marshall cultivated a global perspective, working in sustainable development and edu...

Ronald Stein is a professional engineer, energy literacy advocate, and the Pulitzer Prize-nominated co-author of Clean Energy Exploitations. With decades of experience designing and building refineries for major corporations like Bechtel and Fluor, Ron possesses a deep, nuanced understanding of the energy sector. Thirty years ago, he and his wife, June, founded PTS Advance, a staffing and workforc...

Jeff Ustin is the Vice President of Western Bagel, the first bagel shop in Los Angeles. He helps carry on his great-grandfather’s 75-year legacy while leading the brand’s national and international expansion. Under his leadership, Western Bagel has become a West Coast staple, blending New York tradition with LA innovation. Carrying on a rich 75-year legacy, Jeff is the great-grandson of David Usti...

Adam Frederico grew up in Utah, surrounded by entrepreneurial family members, including his father, Russell Frederico, the founder of what is now Frederico Outdoor Living. A BYU graduate from the Marriott School, Adam spent 8 years in Chicago working in corporate America, startups, and consulting. He later pursued an MBA from The University of Chicago Booth School of Business. It was during this e...

Joe Olwig and Shaun Lee are the co-founders of 6 Levers – an organizational consulting firm known for their 6 Levers framework. They are also co-authors of  the best-selling book, "At the Heart of Work: Rethinking what it takes to build organizational health with the 6 Levers Framework." Prior to co-founding 6 Levers, Joe served as the VP of Organizational Solutions at Mission Matters Group. He ho...

Andrew Morris, the founder of Sam’s Caribbean Marketplace, a business that has become a cultural landmark since its humble beginnings in 1993. Andrew’s journey is a true testament to perseverance, innovation, and the power of dreaming big. In 1979, Andrew arrived in New York from Jamaica with just $50 and a vision for a better life. After building a career in publishing and earning an MBA from Col...

Ryan Chute is an award-winning creative strategist and the driving force behind Wizard of Ads. Specializing in helping small businesses transform into big brands, Ryan delivers divergent sales and marketing solutions that accelerate profitable growth without the typical friction. With a background in retail and automotive industries, Ryan has become a secret weapon for businesses aiming to punch a...

Dan Frosh is the director at the Merrill Center for Family Wealth. He works with enterprising families to navigate the complexities of wealth and family dynamics, aiming for multigenerational success. A trained attorney, Dan has previously served as a senior advisor at Cambridge Family Enterprise Group and writes and speaks internationally on family enterprises and family wealth. He is the co-auth...

Dann Van Der Vliet is the John and Dyan Smith Executive Director of the Smith Family Business Initiative (SFBI) at Cornell University. Cornell has been named as one of the “25 best schools for family business” by Family Capital in 2015. As the founding director, Dan guided the launch and growth of one of the leading educational centers for family business. He designed and developed the Leaders in...

Fletcher Wimbush is the CEO of three innovative firms in the Talent Acquisition space, with a decade of experience revolutionizing the hiring process. He has developed groundbreaking assessments and hiring systems that help leaders build high-performing teams through repeatable and consistent hiring practices.  Fletcher’s approach has transformed hiring, reducing turnover, improving engagement wit...

Ryan Malone is the Director of Maintenance at Malone’s Landscape Management, a company recognized twice on the INC. 5000 list of fastest-growing private companies. Ryan works alongside his family to provide exceptional landscape maintenance services, focusing on company culture and helping others grow. Outside of work, he’s achieved personal milestones like summiting Mount Rainier multiple times,...

ABOUT THE GUEST Scott Canon CEO of BigRentz, a leading procurement software company that connects over 6,000 rental companies and 14,000 rental yards across the U.S. With their extensive network, BigRentz can deliver equipment and services to 90% of job sites within 30 minutes, cutting down on transportation costs, which make up 40% of rental expenses. Under their leadership, BigRentz has evolved...

Dylan Milroy is a trusted advisor and employee-focused business leader in the home services industry. As the founder, owner, and operator of Better Basements and Waterproofing, Dylan has mastered the art of driving lead flow and building a standout company culture that promotes success and employee retention. He is known for his belief in prioritizing employees over customers, which he argues lead...

Charlie Leichtweis is the founder of Experts in How LLC, a business consultancy focused on family businesses and helping them create successful legacies. With over 40 years of experience, Charlie has served as a C-suite executive, advisor, and board member for numerous family-owned businesses. He is also the author of two books, 'The Power of Respect in Business' and 'The Power of Legacy,' which p...

Christopher Morrison is the co-founder and CEO of TeamDynamics, a groundbreaking platform that redefines team collaboration by focusing on team dynamics rather than individual personalities. With a background at leading consulting firms like McKinsey and a successful track record in tech startups, Christopher brings a wealth of experience in organizational psychology and team performance. His inno...

Kelly Finnell is a leading expert in Employee Stock Ownership Plans (ESOPs) with over 40 years of experience. As one of the nation’s premier ESOP consultants, Kelly has designed and executed numerous ESOPs and has shared his expertise at more than 300 conferences and meetings globally, including in London and Sydney. In 2010, Kelly authored "The ESOP Coach: Using ESOPs in Ownership Succession Plan...