The Business of Family

Success comes from building the right team around you. Identifying the business goals helps you build your team from the outside, in.  Join me as at chat with James Coolidge of Ahria Consulting about making sure you look at all aspects of business building.  Thank you to Lisa Ferguson of Hangar 9 for this episode's outro.

Why does every business coach tell you that networking is the key to your business's success?  Join me as I chat with Barbara Kephart, founder of Projects Pivot and a project management expert, where we explore how to positively boost your business with the right networking.  Thank you to Chris Kulbaba of Response Generators for this episode's outro.

The ownership circle often overlaps with the family and the business circle. The waters can be murky, and at times it is difficult to know what hat you are wearing.  Join me as I explore how to successfully distinguish between ownership of the business and working in the business with Shawn Bellefeuille owner of Retirement by Design and Buss Financial Group. If you are looking to reach out to...

Money and family is messy.  If you leave things unsaid (or even undocumented) you are setting up your family for a volcano of emotions at a time they don't need the added stress.  Join me as I chat with Sandra Pollock, author of Don't Leave a Mess and founder of Trimaran Advisory, about the complexities and importance of making sure your family is aware of your wishes and they are doc...

Perhaps the most complicated of the 3 cicles is the business circle.  Let's dive into the complexities of navigating what it means to be in the business circle of a family business.  Join me as  I chat with Lori Collins, a business integrator, on the complexities of working in a family business, but not being a in the family. 

What makes a business a Family Business?   When does a business go from paying the bills to supporting your family for generations to come?   Can advisors and the financial industry also be a family business?   Join me while I chat with Martha Macdonald, a wealth advisor from the Douglas Macdonald Wealth Management Group at National Bank about her journey to joining her Father in his practice.   T...

Have you ever wondered WHY you do what you do?   In a Family Business, you have FAMILY and BUSINESS that you must mesh together- this can be complex and stressful.   Join me while I chat with Brett Thompson,  a Print certified communication consultant as we chat about the benefits of using the Print Assessment tool within a Family Business.

You don't ever plan to build a successful Family Business- it just happens! Have you ever felt alone when struggling through your family business dynamics? Join me as I chat with Terry & Justine Zavits, a mother-daughter duo that grew, transitioned, and sold their business to become, Zavits Insurance & Wealth- a HUB International Company.   Thank you to Jared Zaifman of the London Home...

Have you ever felt like you needed a psychologist to sift through all the family's dirty laundry? How do you even bring in a professional to help work through the complicated issues that family businesses face?   Join me as I chat with Dr. Donna Marino, Family Psychologist and Executive Coach about overcoming the complicated dynamics to make sure the family and the business are aligned and thr...

Communication Tools aren't just personality tests- they help to identify how someone can achieve the most out of their time.   Kolbe Assessment looks at how people take action when given a task.   Join me as I dive deeper into the benefits of Kolbe Assessments with Brett Thompson, a Kolbe Certified Consultant.

Have you ever looked at your business from the 3 different perspectives?   If you took a step back and looked at the business from a different perspective, would you make the same decisions? Would you be able to communicate better with the key family members that make your business run? Join me while I chat with Chis Delaney, where we explore the business, family and ownership circles and how they...

There are 3 Circles of a family business: Family, Business and Ownership. These circles intertwine. Your place in this model influences your perception of the business and the family.   What is it like to sit in the family circle, but not be in the family business?   Join me while I chat with Caverleigh Tuer, my daughter-in-law, who has been surrounded by family businesses her whole life and her p...

Communication is hard. The dynamics of a family are hard. When you add in the complexities of a family business it can be a recipe for disaster.   Join me as I welcome back Brett Thompson, a communication guru, while we chat about what communication tools can help with keeping family and business members on the same page and the benefits of introducing them into your family business.

You worked hard your whole life, woke up one day and realized you built this business that was worth something. How do you retire? How do you hand down your success to the next generation? or do you sell it?   Join me as I chat with Shawn Bellefeuille from Buss Financial Group and Retirement by Design as we chat about how to plan for retirement when you are a family business.

One of the biggest mistakes we make as business owners is communication. Communicating with family. Communicating with employees. People don't always have the same perspectives.   Join me as I chat with Brett Thompson, a communication guru about the 3 elements of communication, how to drive positive communication,  and keep the lines of communication open within a family business.

Hindsight is 20/20. As you navigate the complexities of owning a family business, remember you are not alone. Join me as I chat with Peder Madsen, owner of CCR located in London, Ontario where we chat about the tough transition to 2nd gen ownership, the mistakes and the achievements. 

Let's get you working ON your business, not just IN it! Your business with WORTH MORE with a plan. Join me as I chat with Brett Thompson, a business consultant who specializes in ensuring you have the right tools in place to make your business successful. Let's dive deeper into your values and business goals to get your vision aligned.

Many of us 1st Gen business owners have transitioned through an assortment of new tech! We've lived dial-up internet to sleek handheld devices that can do it all! We tend to shy away from new technology for privacy and security reasons. But are we missing out? AI is a tool that if used correctly can take a small business to the next level. Join me as I chat with Chris Kulbaba of Response Gener...

When is it time to bring in an expert? Join me as I chat with Andrew Moss CPA, CA, a Partner with BDO Canada LLP, while we explore how to set your business up for financial success. If you're looking for more information, please feel free to reach out to Andrew at amoss@bdo.ca  

In honor of International Women's Month, BlueRoots would like to showcase a Family Business in our hometown that is full of strong women entrepreneurs who are paving the way for others behind them! Listen to Lisa Ferguson, CMO of Hangar9 in London, Ontario, talk about the growing pains and pivots her family business took that led them to the success story they are today.  

You might not even know you have a family business. You might wake up one day and think 'crap, I'm a family business and didn't plan for it'. I did it. Come dive into my mistakes while I chat with my children and husband about what we did right....and wrong! and how I learned from it to better help my clients!

Here we are, with 30+ years of experience, a bunch of letters after my name, an author of a book, and a new business.  What was I thinking starting over this far into my career?  Come dive into why I went from working in the financial sector, to focusing on helping 1st and 2nd generation family business survive the complexities of working with family, and transitioning successfully.

Coming soon... a podcast that will delve into the complexities family businesses face. From setting up processes and procedures, to succession planning for the next generation to take over, to reaching out to trusted Advisors to help along the way, this podcast will offer guidance and tell the stories of other family businesses.