Disruptive Successor Podcast

Heidi J. Ellsworth has worked in the roofing industry since 1993 and has held positions with Malarkey Roofing, Carlisle Construction Materials, and EagleView Technologies. She is currently a partner with RoofersCoffeeShop® and the owner of HJE Consulting. Working with both RoofersCoffeeShop and HJE Consulting, she can focus on supporting overall marketing strategies, sales success, and content dev...

Grossman Marketing Group was founded as Massachusetts Envelope Company in 1910 by Maxwell Grossman, whose lifelong dream was to own his own business. Now, 111 years since its founding, brothers Ben and David Grossman are the 4th generations of family leadership. Today, the company is a full-service resource helping clients with a broad range of traditional and digital marketing needs. Ben Grossman...

Gary Vanbutsele is the Co-Founder and CEO of Whale, a knowledge and training platform, headquartered in Belgium, for SMEs that help centralize a company’s processes, SOP’s, policies, and tribal knowledge for a faster onboarding and training of new hires.  Through Whale’s platform, the intra company’s system functions to reimagine the way employers train and empower their team by delivering context...

Barry Elder joins Jonathan Goldhill in this episode of the Disruptive Successor. Barry shares his insights about the Green industry, also known as landscaping, where he started at the age of 20 and fast forward to the point where he’s now hailed as a veteran working in landscape construction, distribution, and manufacturing.  Barry Elder is the Director of Distribution of Weathermatic - California...

If you enjoyed today’s episode, please subscribe, review and share with a friend who would benefit from the message. If you’re interested in picking up a copy of Jonathan Goldhill’s book, Disruptive Successor, go to the website at www. DisruptiveSuccessor.com . Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertisin...

Jim Muehlhausen is the Founder and President of the Business Model Institute who is also a well-known consultant and speaker to large and small businesses. Being a true entrepreneur, he has experienced almost every facet of profession that would contribute to putting up a business -- ranging from CPA, franchisee, attorney, business owner, consultant, franchisor, public speaker, university professo...

Sean Salas is the CEO and Co-Founder of Camino Financial, a FinTech platform that pioneers the access of underbanked Latinx businesses to affordable credit. Working together with his twin brother, Kenny Salas, their platform is powered by over 65 talented associates based globally who share and actualize their platform’s mission in the US and have already fundraised over $125 Million in equity and...

Ken Monroe is the President of HOLT of California who took part in his family’s legacy as a 2nd generation in a 4th generation business.  HOLT of California is part of the elite group of Caterpillar Construction machinery, also known as CAT, dealers worldwide that is based in Northern Central California. They have over 11 locations in their territory which covers sixteen counties for the tradition...

Jonathan Goldhill holds the mastery of a business coach and a personal growth strategist. He specializes in guiding next-generation entrepreneurs and leaders in family businesses who wish to disrupt the status quo in their journey of scaling their business. Such businesses are mainly in the fields of: Landscape Maintenance and Construction, Professional & Business Services, Computer & Tech...

Christy Crook, the founder and President of Phoenix Masonry Inc., started her success story with humble beginnings, being directly exposed in the construction industry by following her dad around in job sites.  Finding her purpose seeing how her dad’s work built things from the ground up, she decided to also work her way into the industry earning her BA in Organizational Communication and Business...

Mitchell Beinhaker is a business law and estate attorney providing legal services to single-family businesses and multi-family businesses. He has more than 25 years of experience representing business owners, entrepreneurs, executives, and professionals providing advice, guidance, and legal work to help keep clients on their road to success.  Mitchell is also a producer and host of The Accidental...

Craig Bundren is the Founder of the Bundren Building Arts Foundation. Craig’s vision for the foundation is a vibrant future for communities and local artists. It’s his view that art reflects life, where people work, play, and live. He aims to work with community leaders, artists, and building owners to collaborate to make our environments more vibrant now and into the future. Craig is also the hos...

George Isaac is the President/CEO of GAI CAPITAL Ltd. and George Isaac Consulting. GAI Capital Ltd. is a 20-year-old Santa Barbara and Los Angeles-based national family business and family office consulting and investment firm. Through George Isaac Consulting Division, it provides advisory services to family business/family office senior executive teams, corporate boards, and ownership groups.  Yo...

Trey Taylor is a Managing Partner in the Threadneedle, The Taylor Family Office. Threadneedle was formed to optimize growth among a closely held set of assets in the financial services, real estate, and early-stage investment industries. Trey Taylor directs investments for Threadneedle, a single-family office with entrepreneurial roots in the financial services industry. They hold investments in i...

Jeff Gould is the Principal and Founder of Lineage Asset Advisors, Inc. They provide a full-service commercial real estate advisory and consulting firm based in Los Angeles. The LAA team provides customized commercial real estate services to help families make seamless transitions with their properties - from one generation to the next. Jeff is also the Director of the Los Angeles Better Buildings...

Vijay Sathe was a professor at the Harvard Business School before joining the Drucker School faculty. He has taught in numerous executive education programs worldwide. He has received the “Professor of the Year” award from the Drucker MBA graduating class seven times to recognize his outstanding teaching. Vijay Sathe has published six books and numerous articles in academic and professional journa...

Josh Baron is a Partner at BanyanGlobal Family Business Advisors. BanyanGlobal believes in the power of effective ownership. Their clients own significant shared assets, such as family operating businesses, family offices, shared family property, and family foundations. Josh Baron is also an Adjunct Professor at Colombia Business School. He teaches Family Business Management and Managing Conflict...

Andrew Keyt is a Family Business Educator, Advisor, Coach, and Author. He is a family business strategist and succession planning expert for family-owned businesses.  He helps families and family enterprises with next-generation leadership development, family conflict, strengthens communication, works with sibling/cousin teams, and helps families execute emergency management transitions.  You can...

Amber Flamminio is the Chief Operating Officer at Umina Bros. Inc. Umina Brothers has provided outstanding service and high-quality fruits and vegetables to the domestic and international markets for over 100 years! Amber is an experienced Chief Operating Officer with a demonstrated history of working in the produce industry. She is skilled in Human Relations, Negotiation, Sales, Event Management,...

Mitzi Perdue is the Founder of the Win This Fight! Stop Human Trafficking. Win This Fight increases awareness about labor and sex trafficking and raises funds to support existing organizations engaged in education, prevention, rescue, and rehabilitation. She is also a Professional Public Speaker and a Speaker on Family Businesses and Business Families. You can find more information about Mitzi Per...

Spencer Sheinin, CPA, CA, has a unique background with over 15 years as an entrepreneur combined with extensive financial experience as a CPA, CA, and investment banker. He is the Founder and CEO of Shift Financial Insights, providing straightforward accounting and financial insights for businesses on the rise. You can find out more about Spencer Sheinin and Entreprenumbers at the following websit...

Daniel Van Der Vliet is The John and Dyan Smith Executive Director of the Smith Family Business Initiative at Cornell University. Launched in 2014, the Smith Family Business Initiative at Cornell provides education, networking, and new knowledge for family business owners, successors, and students worldwide. You can find more about Cornell University Family Business at https://www.johnson.cornell....

Steve Legler is a Family Legacy Coach and Advisor at TSI Heritage. Steve works with people who work in family businesses doing one-on-one as a coach. He helps business families as a facilitator, assisting communications between various family members and bringing people and issues together. He is also an author of two books called Shift Your Family Business and Independent Wealth. To find out more...

Ed Hart is the Director of the Center for Family Business at California State University, Fullerton, for the past ten years. He has over 30 years of work in family-owned businesses throughout North America, South America, and Australia. Ed Hart is also the host of a Podcast called From the Hart. You can find out more about Ed Hart on his website at http://www.hartleadership.com/ . You can also rea...

Emily Morgan is the Founder and CEO of Delegate Solutions. Delegate Solutions is an EOS run company that believes delegation is the foundation for growth. Their unique, thoughtful approach to support means that you’ll never need to find, manage, or train a support resource again as you grow. They combine automation, delegation, and proven efficiency strategies to help you reach your goals more qui...