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Ep 60 Doing It Your Way – Advice for the Next Gen of Family Business Leaders Listen in as we talk with Danielle Mercuri*, CEO of DD Hospitality Group and owner of Rise n Shine Diner & Loded in Syracuse, NY about how she inherited Rise n Shine from someone who wasn’t “blood family”, how she continues the original owner's legacy and yet makes it her own, plus sage advice for the next generation of family business owners that cannot be overlooked. OUR GUEST Danielle Mercuri* My business has not only turned me into the person I am today, but it has also allowed me to change others' lives along the process. As the restaurant and hospitality industry continue to dig deeper roots in my life, I am realizing that my goals are to connect people over great food every day. There’s a lot of history to be known in this place and we’ve come a long way in recent years, but here is the website version. All the way back in 2009, I lost my job and was unemployed for a year. I was going through one of the darkest times in my life; no money, three daughters to take care of and no idea of what was next. I prayed. I prayed for help. In that moment, and I do mean in that very moment, the phone rang… My stepfather, Tommy Rozzano, called about a position at The Rise N Shine Diner! A longtime friend of Tommy’s, Peter Henessey, needed a waitress full time and I CLEARLY needed a job. I clearly remember I couldn’t even find this diner! It was tucked behind a small Valvoline, with not much signage. I drove around a few times looking for the diner, and I almost gave up. Then, I saw this tiny, rundown building in the back. Pete, who I had never met, welcomed me right away and eventually became like an uncle to me. I was instantly drawn to helping Pete build his business and take care of our customers. I saw the potential in this tiny, little, off-the-beaten path diner and knew my future was in FOOD! He had owned many restaurants in his day and had been a great friend to many; but little did we know this diner would be his last stop. A few years down the road, Pete fell ill with leukemia and was told he didn’t have a lot of time to live. One day, he called me to his bedside at the hospital. Pete, having no family, felt that I was the right person for the job and asked me if I would take over the Diner. This was a great opportunity, and I was humbled, but I was also SCARED! I have never run my own business, but Pete reminded me that I was built for this! Initially I was determined to help Pete while he was in the hospital in hopes he would beat the sickness and come home…but he didn’t. A couple months later he died. I lost a friend, mentor and teacher, but what I gained was the ability to preserve and take on this Restaurant. In 2011 I began my new journey as a business owner. I couldn’t look back, only forward. My plan was to continue building this business, like Pete would have wanted. To RISE this business to its potential and SHINE! My mission is to share great tasting food and to make it memorable. We understand that food is a universal language; it brings people together from all walks of life and makes memories, long-lasting ones. You can follow me on Instagram and Facebook. Visit: www.risenshinediner.com & www.lodedsyr.com --------- CRN-4796085-061722 *not affiliated with Lincoln Financial Advisors Corp. Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth & Legacy, LLC is not an affiliate of Lincoln Financial Advisors Corp. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

Ep. 59 Business Transition & The Trust Factor Listen in as we talk with 5th generation co-owner of Fee Brothers Jon Spacher* about the near-100 year long history of Fee Brothers, his transition from the insurance industry into the cocktail industry, and the necessity of trust when it comes to family business transitions. OUR GUEST Jon Spacher* Previous owner Ellen transferred ownership to Benn Fee Spacher and his brother Jon* in March 2020. Jonathan F Spacher* is the eldest son of Mary Fee Spacher, born May 1976 and a graduate of Penn State University with a degree in Insurance.  He spent 24 years working in the Insurance industry, ultimately becoming a regional president for a national insurance company.  In April 2021, Jon started at Fee Brothers as CEO.  Jon has a real knack for business and sales and a great enthusiasm for the cocktail industry. For many years, Fee Brothers was one of the last producers of Cocktail Bitters in the United States.  Once referred to as “The Noah’s Arc of Bitters,” they kept those products from going extinct before the great classic cocktail revival.  Fee Brothers continues to stretch and expand.  Their products have been shipped to every continent except Antarctica, which as of this writing, is lacking a known restaurant or bar. Could James, Owen, John, and Joseph ever have dreamed in the 1860’s what the future would hold?  Many years have passed since that little saloon/delicatessen was established in 1863.  The care that Fee Brothers puts into bottling their products and the concern for each and every customer’s needs carries the company into the future.  The Fee family takes pride in their company’s history by displaying this little verse: “The House of Fee by the Genesee Since eighteen hundred and sixty-three.”   ----- CRN-4780063-060822 *not affiliated with Lincoln Financial Advisors Corp. Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth & Legacy, LLC is not an affiliate of Lincoln Financial Advisors Corp. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

Ep 58 The Orchestra of Family Business  Listen in as we talk with father and son duo Robert & Trevor Stevenson* of Eastman Machine Company about the evolution of their business, the hard decisions they’ve had to make regarding family members over the years and the intriguing connection they have to a very famous person in history! OUR GUESTS Robert L Stevenson*  Robert L. Stevenson is CEO of Eastman Machine Company and the fourth generation of his family head the business. Eastman Machine Company is the world’s oldest manufacturer of fabric cutting machinery and has been located in Buffalo, New York since 1888.  The company sells worldwide and currently has customers in over 150 countries.  Eastman manufactures a range of fabric cutting and material handling machinery and sells into diverse markets that include aerospace, apparel, automotive, energy products, furniture, industrial textiles, marine, and recreational products.                                                                                           Mr. Stevenson is a 1969 graduate of St. Paul’s School and in 1973 he received a B.A. from Yale University.  Mr. Stevenson is also a 1975 graduate of the Harvard Business School certificate program.  Upon graduation from Yale, he joined Eastman Machine Company as a full time employee. During his tenure at Eastman, he has filled a variety of roles such as: Service Manager, VP of Manufacturing, Corporate Treasurer, and was named President in 1983.     In addition to his career at Eastman, Mr. Stevenson has served his community in a number of different capacities.  He has served as Chairman of the World Trade Center of Buffalo, and also Chairman of the Child and Family Services Foundation, (the oldest and largest the Board of Directors of social service organization in Buffalo).  He also serves on the boards of the United Way of Buffalo, InSyte Consulting and the New York Federal Reserve Advisory Board. He sits on the board of Medaille College where he had been chair from 1999-2006; and he has served as trustee of the Albright Knox Art Gallery, the Buffalo Red Cross, and the Elmwood Franklin School.     Mr. Stevenson is married and resides in Buffalo with his wife; they have six grown children and 11 grandchildren.  LinkedIn Profile Trevor Stevenson*  R. Trevor Stevenson is President of Eastman Machine Company, a family-owned and operated business since 1888. Born in Buffalo and raised in Columbus, Georgia, Mr. Stevenson is a 1998 B.A. graduate of the University of Vermont and 2011 M.B.A. graduate from the University of Buffalo. Upon graduation and prior to joining the Eastman team, he worked in Europe for an internet company as well as a manufacturing firm in Colorado. He currently works closely with all departments at Eastman and is major influencer on product design, sales, and tech service.    In addition to his career at Eastman, Mr. Stevenson previously served on the board of directors for United Way, Child and Family Services in Buffalo, NY and the World Trade Center Buffalo Niagara.  Mr. Stevenson is married with twins (11), a daughter (20) and two dogs.  He enjoys spending time with his family, skiing, hiking, traveling, and playing golf.    LinkedIn Profile  -----  *not affiliated with Lincoln Financial Advisors Corp.  Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth & Legacy, LLC is not an affiliate of Lincoln Financial Advisors Corp. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.  CRN-4761089-052522 

The CADLIFE of Family Business Listen in as we talk with the DiLaura family of CADimensions about their long history of “pivoting” well before COVID-19, the risks of trying to reinvent the wheel when difficulty strikes and their unique company (and family) mission statement they affectionately named CADLIFE. OUR GUESTS Peter DiLaura* – Chief Executive Officer Pete DiLaura started CADimensions, Inc. in 1990 after spending several years in the Computer Aided Design and Manufacturing industry.  He held multiple sales and marketing positions with CAD/CAM software and hardware manufacturers before getting involved in the reseller channel.  He has grown CADimensions into a complete engineering and manufacturing software solutions provider for CAD, CAM, Product Data Management, Design Simulation, and 3D Printing Systems, along with an assortment of other engineering and manufacturing applications.  Pete has been at the helm of CADimensions since inception and has now finalized his 10-year succession plan with tuning the operation of the company over to his two sons.   In his spare time, Pete enjoys spending time with his wife Tara, along with their 3 children and 6 grandchildren.  Pete is also on the Board of Trustees for LeMoyne College, his and Tara’s Alma Mater, the Board of Directors for Onondaga Golf and Country Club and is actively engaged with the NY Family Business Center at LeMoyne College.       Andrew DiLaura* – President   Andy has been part of CADimensions since 2007 and along with his brother Tom is part of the 2nd generation for CADimensions.  In his role as President he is responsible for working with a team of 55+ employees across the Northeast to ensure revenue targets and growth goals are met. Prior to his current role, Andy has served as an account manager, Sales Manager & VP of Sales & Marketing during his 15 years at CADimensions. Outside of CADimensions, Andy sits on the Board of Directors at the NY Family Business Center and enjoys spending time with his wife Corrine, and coaches a variety of youth sports for his daughter and son.  Andy is a 2005 graduate of St. John Fisher College and prior to joining CADimensions he worked as Director of Ticket Operations for the Rochester Redwings, a Triple-A baseball team in Rochester, NY.     Thomas DiLaura* – Executive Vice President   Tom has been part of CADimensions since 2013.  In his role as Executive Vice President of Technical Services he is responsible for working with the technical staff at CADimensions, to ensure customers have the best support and services experiences. Tom started as an application engineer and grew through different department and management positions. Prior to CADimensions, Tom spent five years as a Systems Architect at General Dynamics working on submarine weapons systems for the US Navy.    In his free time Tom enjoys spending time with his wife Casey and their 18-month-old son and going on family trips. He sits on the Board of the Syracuse Gaelic Football Team and is an active member of the NY Family Business Center. Tom earned his Bachelor of Science in Electrical Engineering from Union College in 2009 and a Master of Science in Systems Architecting and Engineering from USC in 2011.   ----- *not affiliated with Lincoln Financial Advisors Corp. Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth & Legacy, LLC is not an affiliate of Lincoln Financial Advisors Corp. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. CRN-

Ep 56 Russ Alan Prince Asset Protection Strategies Missed by many Family Businesses Listen in as private wealth consulting expert Russ Alan Prince* lays out the surprising mindset of many “middle-class millionaires”, the asset protection strategies often missed and why it’s important to re-evaluate your entire advisory team every few years. OUR GUEST Russ Alan Prince* Executive Director, Private Wealth Magazine RUSS ALAN PRINCE is the Executive Director of Private Wealth magazine (pw-mag.com) and one of the leading authorities in the private wealth industry. He consults with family offices, the wealthy, fast-tracking entrepreneurs, and select professionals. He is the author or co-author of more than 60 books, including Everyone Wins! How You Can Enhance and Optimize Business Relationships Just Like Ultra-Wealthy Entrepreneurs and How to Build a High-Performing Single-Family Office: Guidelines for Family Members and Senior Executives. Collectively, the cache of research-based insights within Prince’s publications is the most complete empirical analysis in the field and the largest, most comprehensive database on the topic. ----- *not affiliated with Lincoln Financial Advisors Corp. Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth & Legacy, LLC is not an affiliate of Lincoln Financial Advisors Corp. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. CRN-4668369-041122

Ep 55 Bill & Steven Rott of William C Rott & Son Inc. All With Love; The Center of the Family Business Listen in as we talk to guests Bill & Steven Rott of William C Rott & Son Inc. in Buffalo, NY about the draw to join the family business, favorite business memories, their family traditions and why doing everything with great love, for their clients and employees, is at the center of their business model. OUR GUESTS Steven Rott* General Manager Steven started in the family business in 1979 at 16 years of age, over the summer as a roofer's helper and then became a roofing mechanic within the next 3 years and then crew leader for 12 years and then sales and management. He loves what he does and enjoys reading, writing and playing tennis. Steven is a Christian and has been married for 24 years and has 5 kids (from 9 to 22). Bill Rott* William C Rott Jr (Bill) retired at 72 From William C Rott & Son Inc. Bill is a Retired Army National Guard Captain. Bill trained as a carpenters apprentice under his Uncle Slyvester Rott.  Bill Jr worked as a carpenter, and in sales and Management over the 58 years at Rott. Bill worked with his dad, Bill Rott Sr. until Bill Sr retired in the early 70's, at which time Bill Jr took over complete responsibility for the company. They built houses and did remodeling and roof and siding work all over Western New York. Bill Jr narrowed our offering to specializing in Roofing, Siding, Windows, and Gutters in the mid 1970's. Bill Jr now takes care of his special needs daughter Courtney, and volunteers at two food pantries and is involved in local veterans groups and helps and participates in honoring those veterans who have passed on. Bill is a Christian and is married with 8 adult kids and 18 grand kids. ----- *not affiliated with Lincoln Financial Advisors Corp. Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth & Legacy, LLC is not an affiliate of Lincoln Financial Advisors Corp. CRN-4646865-033022

Listen into this exciting new episode with guests Yale Levey*, Ryan Ponsford* and Scott Farnsworth* as we discuss the world-saving power of family philanthropy!   The beauty of philanthropy is that there’s no financial skill you can’t learn through it.  We will cover how philanthropy can look very different between families & how the grandparents handle the public image of it (positive or negative) and how philanthropy can bring family members who may not generally have interest in the family business together, simply because of the type of philanthropy they’re doing. OUR GUESTS Yale Levey*  Co-Founder and President - Gateway for Good  Yale’s professional background and experience originates from the wealth management space.  In that role, he stands out as someone who has ascended to a place of expertise where wealth management intersects philanthropic activities, helping his clients, fellow advisors and youth build philanthropy and giving into their activities and behaviors.  Understanding that true wealth is much more than just dollars and cents, it was this awareness that led Yale to pioneer the formation of one of the country’s first holistic wealth consulting firms.  Through his years of intentionally building philanthropy and giving into the work he does for families and business leaders, Yale has led the way in igniting conversations beyond wealth and profitability into a conversation about impact and significance.  He understands that philanthropy and giving is perhaps one of the best tools we have available to reunite a divided world.  Yale is the thought leader and innovator you want in the room when you’re looking to design something new that aligns your purpose and passion with profits and impact. Ryan Ponsford*  Co-Founder and Board Chair – Gateway for Good  Ryan’s professional background and experience originates in the private banking world.  In that role, as an advisor to affluent families, over time, Ryan saw the challenges and dangers surrounding wealth preservation and wealth accumulation in families and businesses.  He saw that even the best financial planning didn’t necessarily lead to happy, functional and successful people, families or businesses.  He came to know that the place planning breaks down is often around communication, trust, purpose, mission and vision.  This realization served as the catalyst that led him to begin focusing on how he could help his clients experience success and continuity not only in terms of financial success, but life success. Scott Farnsworth*  Scott Farnsworth, J.D., is a nationally-recognized speaker, author, and practitioner in the fields of wills, living trusts, tax-free retirement, charitable giving, and values-based estate planning.  Over the years, he has poured his innovation and creativity into a wide range of enterprises designed to connect families, change lives, and inspire clients to preserve and pass on their legacies.  These include Family Heritage International; the Cerus Company; SunBridge, Inc.; Legacy Planning Associates, LLC; Main Street Philanthropy; and Personal Asset Advisors.  Most recently, Scott founded Will & Trust Express because he believes high-quality legal services should be available and affordable for middle-income individuals and families. He has developed tools and processes that simplify the creation of professional-grade living trusts, wills, living wills, and powers of attorney for Florida residents.  In addition to his four decades of professional experience as a will and trust attorney, he was Vice President & Trust Officer at Trustmark National Bank and professor of business law at the University of Southern Mississippi.    Scott has designed and presented hundreds of speeches, seminars, and professional workshops to a wide range of client organizations, and estate planning, financial planning, and philanthropic groups over the past 42 years.  In addition to this collection of essays, he is the author of four other books: Closing the Gap: A Revolutionary Approach to Client Services; Like a Library Burning: Sharing and Saving a Lifetime of Stories; Puzzling Questions for Middle Income Families; and Double Your Sales: An Honest and Authentic Approach to Professional Selling.  He grew up on a small dairy farm in Fruitland, New Mexico, one of thirteen children in a “yours, mine, and ours” family. He earned his undergraduate degree magna cum laude at Brigham Young University in Portuguese and Political Science, with a minor in Philosophy.  He earned his law degree magna cum laude at Brigham Young University Law School, where he was Managing Editor of BYU Law Review and the author of two professionally published legal articles.  Following graduation, he served as Judicial Clerk for Judge Paul H. Roney of the United States Court of Appeals for the Fifth Circuit, who was based in St. Petersburg, Florida.  He and his wife Marcie live in Orlando, Florida.  They are the proud parents of six children and the grandparents of eight grandchildren  -----  *not affiliated with Lincoln Financial Group  Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth & Legacy, LLC is not an affiliate of Lincoln Financial Advisors Corp. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.  CRN-4559712-031722

Ep 53; Guided by Grandpa’s Values – Feldmeier Equipment Listen in as we talk to Colby Clark* and Jennifer Donahoe*, third-generation owners from Feldmeier Equipment of Syracuse, NY about the "big hairy audacious goal” that the family helped execute, the crisis the family rallied around in the mid-2000's and exactly what Feldmeier did alongside Pfizer and Moderna to help get vaccines to the world during the COVID-19 Pandemic. Driven to improve the way the world processes fluids, Feldmeier Equipment was founded in 1952 when Robert H. Feldmeier developed the world’s first Triple Tube™ Heat Exchanger. From this revolutionary advancement grew a family inspiration to expand ingenuity and forward thinking to a variety of industries. Feldmeier Equipment has since become a respected supplier to some of the most elite companies worldwide in their respective trades. From pharmaceutical, biotech, and cosmetic clients to brewers and food, dairy, and beverage processing facilities, the Feldmeier name has become a trusted resource for quality, dependable stainless steel processing equipment. As they have grown from a single facility in Syracuse NY to now six manufacturing facilities in four states with global reach, there continues a constant theme that keeps their team true to their original principles; The Feldmeier name and family which remains the backbone of the company today, now three generations strong. From the advent of the Triple Tube Heat Exchanger, to the Spray-Up silo cleaning system, and most recently the Feldmeier’s entire Farma Mixer agitation line; Innovation has been, and will continue to be, a family tradition. You can learn more about the Feldmeier legacy here. ---- *not affiliated with Lincoln Financial Group Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth & Legacy, LLC is not an affiliate of Lincoln Financial Advisors Corp. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. CRN-4491685-030822  

Ep 52. How To Develop a Family Council with Lisa & Jay Daniel of Lodge Cast Iron Join us for one of our biggest episodes yet as Lisa & Jay Daniel* of Lodge Cast Iron (Lodge Manufacturing) talk with us about how to create a family council, catch some truly precious stories of how the Lodge family stays close and how their brand evolved from it’s humble beginnings. You may also catch how excited Michael is, now that he learned how to season his cast iron pans.  Share this episode with others!  Our Guests  Lisa Daniel* President & COO, Intechgrate Systems  Family Council Volunteer & 5th Generation Spouse, Lodge Cast Iron   Lisa and her husband Jay live in Sarasota, Florida where they own and operate Intechgrate Systems, an IT services company that they founded together 21 years ago.   Their 3 children have been raised surrounded by both family & business values.  Their youngest daughter is now a college freshman, so Lisa uses her newfound “empty nest time” working on Family Council projects for Lodge Cast Iron.    Lisa joined the Lodge family in 1994 when she married 5th generation family member Jay Daniel. She is very active with the Joseph Lodge Family Council.  The Family Council has spearheaded projects that include a secure family web portal, a digital interactive family tree, family archive videos, quarterly newsletters, online family happy hours and annual family gatherings. The group is currently working on an education plan that will include topics about both the family and the business.     Lisa was born and raised in a small town in Pennsylvania as part of a very large family. She and her 8 siblings are very close and have found ways to stay connected even though they are now very geographically dispersed.  Family values have always been important to Lisa, and she is lucky enough to share those values with Jay’s family.   Lisa is very passionate about open communication between family, celebrating the accomplishments of individual family members, bringing all generations of the family together and capturing family history. Jay Daniel*  Jay Daniel is the CEO of Intechgrate Systems, an IT services company that he and his wife Lisa founded together 21 years ago. In 2007 he was elected to the board of another family business, Lodge Manufacturing. The cast iron cookware company was founded in 1896 by Jay’s great, great grandfather, Joseph Lodge.   During his time on the board, Jay has served or chaired each of its committees. He has helped guide the successful completion of several objectives in recent years, including the adoption of an updated Stock Restriction Agreement, introduction of an annual share valuation report, and the establishment of the Joseph Lodge Family Council. Perhaps most importantly, Jay co-chaired the ad-hoc committee which navigated the leadership succession between 4th generation family members and the company’s first non-family CEO and executive team.   Throughout its 125-year history, Lodge has remained committed to its employees and the South Pittsburg, TN community where its foundries are located. The same is true of much younger Intechgrate Systems and its support of the Bradenton & Sarasota, FL community. Jay is proud of what his family and these businesses have accomplished and is enthusiastic about his family’s future.  ---  *not affiliated with Lincoln Financial Group  Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth & Legacy, LLC is not an affiliate of Lincoln Financial Advisors Corp. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.  CRN-4385939-022622 

Ep 51 – Vision for Transition Within the Family Business Listen in as we talk to Chris Yonker, speaker & author, about creating a vision for transition within the family business. OUR GUEST Chris Yonker* Chris Yonker is a world-leading expert in Vision creation. He and his team work with companies (big and small) as well as high achievers like executives, entrepreneurs, athletes, and celebrities to get clarity on what they really want—and then make the strategy mindset and behavior shifts to create that. Chris embraces a uniquely collaborative and experiential approach of being in the “zone,” developing clarity and composure under fire, and discovering unlimited potential. As a seventh-degree black belt, Neuro-Linguistic Programming (NLP) Practitioner, and thought-leader on Personal Performance, Chris has built a refined strategy to create breakthrough results with clients who were unable to get a desired outcome with other consultants, coaches, and even therapists. Chris combines this higher-power thinking with practical strategies that derive from his 21 years of experience of leading a sales team with a Fortune 500 company. As a seasoned veteran who has also worked with numerous mid-market business leaders from a variety of verticals, Chris has seen it all. His holistic approach aims to help improve the mindset, health, and communication of organizations from the top down. Chris was the key driver behind a $6 million increase in revenue within one year for one business client, whose company’s year-over-year growth moved from 1.5% to 7%. The end result: an organization that is able to scale, retain valuable employees, and create a predictable client experience that is unparalleled. As a highly sought-after speaker, Vision expert, and workshop facilitator, Chris’s programs are engineered to meet your demands and exceed your expectations. Chris is a regular contributor to the Coaches Council at Forbes.com and his book Soul Intention: An Executive’s Guide to Building a Life by Choice, Not by Chance is available on Amazon. You can contact Chris at chrisyonker.com ------------- *Not affiliated  with Lincoln Financial Advisors Corp. Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp.   Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp. CRN-4269653-020322  

Ep 50. The Hybrid Heart; When Human Emotion Meets Tech  Listen in as we talk to Heather Maio-Smith* about the intersection of human emotion with technology for future generations to come and how it can help share what really matters; stories that are the foundation of a family.   In this episode, you’ll learn:  How businesses can utilize next gen tech to support the next gen in the family  The history of StoryFile; how Heather wants to provide the ability for future generations to have conversations with Holocaust survivors  How Heather balances running StoryFile with her husband - and many other members of her family - as a family business  OUR GUEST  Heather Maio-Smith*  Heather is an award-winning interactive storytelling pioneer and technology visionary who brings over a decade of immersive storytelling leadership to StoryFile.   In 2010, Heather developed the first 3D interactive conversation with Holocaust Survivor Rose Schindler through her creative agency Conscience Display. At the time, she was creating physical video installations at the United Nations, USC, and in Havana, Cuba, but she understood that the future of storytelling lay at the intersection of digital media and ‘natural conversation’ and decided to create it.    Heather developed a strategic partnership with two global entities with competencies in visual media and technology - USC Shoah Foundation and the Institute for Creative Technologies.  The partnership she led has resulted in the development of a new medium - natural conversation video.    Through Heather’s leadership, immersive interactive natural conversation video has gone from being a concept to a reality, combining hi-fidelity multi-scopic video with voice commands to deliver commercial grade natural conversation with an individual, whether it’s  a life-sized video or on your mobile device, replicating the emotional experience of having a conversation with a person. She developed and pioneered Dimensions in Testimony, a program to interview Holocaust Survivors in volumetric interactive video without that survivor actually being present. Dimensions in Testimony won both the People’s Choice Award and the Jury Prize at Sheffield Doc Fest in 2016. She produced and led the project before moving on to found and lead StoryFile.  ----------------  *Not affiliated  with Lincoln Financial Advisors Corp.  Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp.   Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.   Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp.  CRN-4210729-012022

Ep 49 – Making Great Things Happen  Listen in as we talk to Brian Sessler* & Jane Shaffer* of the Sessler Companies about what they’re most proud of in the family business, how they create positive change through the generations – and the challenges they had to overcome to get there.   Don’t miss out on this incredible episode! -------------  *Not affiliated  with Lincoln Financial Advisors Corp.  Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp.   Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.   Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp.  CRN-4269487-020322  

Ep 48 – Family Succession in Industrial Distribution Listen in as we talk to Jennifer Murphy* (5th generation) and her father Dan Judge* (4th generation) from NetPlus Alliance, a leader in industrial distribution and a multi-generational family business in Lockport, NY about family succession, what the road into the family business looks like (or doesn’t look like) and more! OUR GUESTS JENNIFER MURPHY* Jennifer Murphy is the owner and fifth generation President of NetPlus Alliance, an industrial and contractor supplies buying group located in Lockport, New York. NetPlus Alliance is a family-owned business that began in 1885 as full-line industrial distributor and now serves 400 distributors and 180 manufacturers and wholesalers throughout North America. Jennifer started with NetPlus Alliance in 2006 as the Director of Marketing, and worked in several roles, including VP of Marketing and COO before becoming President in 2013. She has built a team and a culture at NetPlus Alliance that is focused on education, marketing, and growth opportunities for the long-term success of their distributor and manufacturer members.  Jennifer graduated with a Bachelor’s in Business Administration with a major concentration in Marketing from St. Bonaventure University. In 2012, she graduated from the University at Buffalo Center for Entrepreneurial Leadership (CEL) program and is a current member of the CEL Mastery Forum. Jennifer lives in Lockport, NY, with her husband Tom, and has three children, Elaina, Sam, and Henry. She serves on the board of directors for the YWCA of the Niagara Frontier, and the strategic planning and membership committees for the Industrial Supply Association’s Women Industrial Supply Executives. You can follow NetPlus Alliance on: https://www.linkedin.com/company/netplus-alliance https://www.instagram.com/netplusalliance https://www.facebook.com/NetPlusAlliance https://twitter.com/netplusalliance DAN JUDGE* Currently: Chairman, NetPlus Alliance Inc. Milestones: 1964: BS in Industrial Distribution, Clarkson University 1965 –1967: Lieutenant in the US Army Signal Corp; August 1965 – August 1966 Vietnam 1969: MBA, University at Buffalo 1969 – 1990: Ward Brothers Mill Supply, Lockport; after several acquisitions the company was renamed Ward Beals and McCarthy, Inc.  Named president 1987 2002: founded NetPlus Alliance Inc., a buying group for industrial and contractor supplies distributors.  Now a national company of 400 distributors and 160 manufacturer and wholesaler suppliers. Community and volunteer: 1992: named a Trustee of Lockport Savings Bank; In 1998 the bank became a public company, First Niagara Financial Group.  I served on the Finance, Audit, Investment, Executive and Compensation Committees.  I retired from the Board of Directors of the Bank in 2010. 1988: President, National Industrial Distributors Association (now the Industrial Supply Association, ISA)  -- 2017 presented with the ISA John J. Buckley Lifetime Achievement Award Eastern Niagara United Way, Director and President Eastern Niagara Chapter of the American Red Cross, Director and President Lockport Family YMCA, Trustee Lockport Town and Country Club, Director and President Contact Dan: Phone: 716/622-0995     Email: dan.judge@netplusalliance.com ---------------- *Not affiliated with Lincoln Financial Advisors Corp. Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp.   Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp. CRN-4018973-122121

Ep 47 – When She Has The Money; Exploring the unique experiences of financially diverse couples in family enterprises Listen in as we talk to Dr. Jamie & Evan Traeger-Muney about the variety of values and approaches when it comes to money in family enterprises and the “Three C’s” to live by to navigate the territory with love & compassion: The First C: Courage-being courageous in discussing the taboo subject of money and wealth, particularly when the woman comes to the relationship with more money from a family enterprise. The Second C: Curiosity-approaching conversations about our relationship, values, and beliefs about money with an open mind and curiosity as opposed to certainty about what is right. The Third C: Communication-the importance of honest communication about money, wealth, and privilege in any relationship and the unique challenges when the woman has more. OUR GUESTS Dr. Jamie Traeger-Muney*   You can catch a copy of Jamie's book here on Amazon. Evan Traeger-Muney* Evan Traeger-Muney manages several non-profit organizations and is a founding partner of Camp Kimama, Israel’s premier international summer camp. Evan is an expert in conflict resolution, facilitating deliberative processes that allow disparate parties to explore shared concerns and together create sustainable solutions. He works with groups of Israelis, both Jewish and Muslim and with Palestinian Arabs, in particular with religious leaders engaged in peacemaking. Evan is part of a Financially Diverse Couple, and has been married for close to 30 years. He has over 25 years’ experience managing businesses, including ten years working in his wife’s family business. Together with his wife, he is conducting research on Financially Diverse Couples in order to better understand both the unique gifts and challenges created when one partner brings significantly more financial resources to the relationship. He earned his MA in International Relations from The Johns Hopkins University’s School of Advanced International Studies (SAIS). He has guest-lectured at Hebrew University, Bar Ilan University and The Interdisciplinary Center in Herzliya and is a regular lecturer for groups visiting Israel. You can learn more about the Wealth Legacy Group’s research here. ------- Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp.   Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp. *Not affiliated with Lincoln Financial Advisors Corp. CRN-3950666-120821

Ep 46: The Angels & Demons of Business Transfer Agreements  We had an absolute blast talking about business transfer agreements with lawyers Michael Robinson* and Michael Paiva* and the utter nightmares that can occur when business owners are lulled into complacency and don't prepare one. We had both lawyers discuss valuations, valuations and oh yes, valuations! (But really, so much more).   Listen now and share with others!  This Weeks Guests  MICHAEL ROBINSON*  Michael Robinson received his undergraduate degree from Hamilton College in Clinton, New York and his Juris Doctor degree from Vermont Law School. Mike is admitted to practice before all the courts of the State of New York as well as the United States District Court and the United States Bankruptcy Court. A graduate of McQuaid Jesuit High School, Mike is a life-long resident of upstate New York, and has been in private practice for 35 years, focusing his practice on estate planning, elder law and wealth preservation. Mike feels his calling is to guide each client in crafting an estate plan that best preserves their financial and non financial legacy, creating peace of mind for them and their loved ones. In addition to a commitment to educating the public about estate planning and elder law matters, Mike also believes in the need for other professionals to understand the often complex issues in estate planning. He regularly provides instruction on estate planning and elder law to other attorneys, CPAs, investment advisors and senior care community professionals.  MICHAEL PAIVA*  Michael Paiva is a partner of the firm servicing clients from its Toronto and Waterloo Region offices in Ontario, Canada. He is a fearless, dedicated and passionate lawyer focusing on commercial and municipal matters, including expropriation and construction matters.  He has successfully appeared before the Superior Court of Justice, Ontario Municipal Board and the Ontario Court of Appeal. Michael also provides integrated business law services with a focus on preventing litigation.  Michael employs a pragmatic and results-oriented approach to all matters and always considers his clients’ business operations. He delivers responsive and thorough service, leaving no stone unturned and making no compromises in advancing his clients’ interests.  Prior to forming Rodrigues Paiva LLP, Michael was an associate lawyer at one of Canada’s largest law firms.  Throughout law school, Michael worked as a property law course tutor, legal research assistant, advanced dispute resolution teaching assistant, and assistant editor of the Ottawa Law Review.  Prior to law school, he successfully defended his Master’s thesis on Canada-US trade in the Mulroney-Reagan era. His research was funded by the Social Sciences and Humanities Research Council of Canada (SSHRC). He also obtained his Bachelor of Education and Bachelor of Arts.  EDUCATION  J.D., University of Ottawa  M.A., University of Waterloo  B.Ed., University of Western Ontario  B.A. (Hons.), University of Waterloo  PROFESSIONAL ASSOCIATIONS  Ontario Expropriation Association  Contact Info  m.paiva@RPlawyers.ca  519.729.5038  416.800.1733  ----------------  *Not affiliated with Lincoln Financial Advisors Corp.  Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp.   Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.   Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp.  CRN-3898483-110221 

Ep 45: 8 Mistakes Family Businesses Make When It’s Time to Sell and Why it Matters In this episode, we talk to the author of the “One Way Out” Dan Prisciotta* and discover when selling may or may not make sense to an outside party and how to prepare your business to maximize it’s value. We’ll also cover: How does the “One Way Out” process work? Obviously, there are many ways to transfer a family business…which one is best for me? What are the 5 Exit Paths and how do I choose one? How do I continue to grow my business and protect it for my family if something happens to me before I transfer or exit? This Weeks Guest DAN PRISCIOTTA* CFP®, CPA*, ChFC, CBEC Author of “One Way Out – How to Grow, Protect, and Exit from Your Business” With over 30 years of business exit, financial and estate planning experience, Dan Prisciotta delivers a superior level of commitment and expertise necessary to create situation-based financial strategies and translate them into immediate, actionable steps. He puts a premium on all of his relationships and he believes that a successful engagement can only be realized through a shared vision. By partnering with his clients, Dan is able to help them put their financial houses in order. Having worked on more than 2,500 cases, his breadth and depth of the steps required throughout the planning process enables him to explore multiple design scenarios before presenting the appropriate client-tailored options – no cookie cutter solutions! Dan understands your desire to grow your assets and reach financial independence with certainty and tax efficiency. He recognizes your need to build your business and plan for your future exit. Dan shares your passion for leaving a legacy to your loved ones. As an active member of the financial, business and estate planning community, Dan is always on the cutting edge of industry changes and innovations. He holds the designations, certifications and affiliations listed below: CERTIFIED FINANCIAL PLANNER™ (CFP®) Certified Public Accountant (CPA)* Personal Financial Specialist designation (PFS) Chartered Financial Consultant (ChFC®) Certified Business Exit Consultant (CBEC®) American Institute of CPAs (AICPA) NJ Society of CPAs The Alliance of Mergers & Acquisitions Advisors MidMarket Alliance National Association of Estate Planners & Councils (NAEPC) Society of Financial Service Professionals (SFSP) Financial Planning Association (FPA) Sagemark Consulting’s Private Wealth Services** and Resource Group*** Registered Securities Principal and Representative Certified Continuing Education Instructor for CFP, PACE, CPA, CRPC, SFSP in multiple states Dan is a much sought after speaker on the topics of Business Exit Strategies and Financial and Estate Planning and has presented at numerous industry and association events. He has been interviewed by CNN Business News, WFAS Financial Radio and quoted in Wall St. Journal, Fortune Small Business and LA Times.  Dan is the author of “Defend Your Wealth” and “One Way Out”.  Dan also is the owner of Prisco Financial and Equity Strategies Group. Dan is a Magna Cum Laude graduate of Fairleigh Dickinson University with a B.S. degree in Accounting, and resides in Ramsey, NJ with his wife, Teresa and their two children, Michelle and Danny.  Dan Prisciotta is a registered representative of Lincoln Financial Advisors Corp.    ---------------- *Licensed, not practicing accounting. **Sagemark Consulting Private Wealth Services is a select member group within Lincoln Financial Advisors Corp. which focuses on clients in the high net-worth market. *** The Resource Group is an invitation-only, nationwide network of the top 200 planners within Lincoln Financial Advisors. Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp.   Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp. Prisco Financial and Equity Strategies Group are marketing names for registered representatives of Lincoln Financial Advisors Corp.  CRN-3883433-102521

Ep 44: 831(b)/Captive Insurance Plans: Love & Scrutiny  During this episode, we’ll discuss the 831(b) plans with expert Van Carlson* of Strategic Risk Alternatives, including:  Why the IRS recently sent out a “soft warning” letter to 831(b) plans and   what it means for Captives.  Risk Management utilizing tax code 831(b).  How an 831(b) can help businesses weather economic downturns.  When a Captive Insurance Company is NOT right for your business.    This Weeks Guest  VAN CARLSON*  Founder & Chief Executive Officer of Strategic Risk Alternatives  Van Carlson* is the Founder & CEO at Strategic Risk Alternatives. SRA believes small and mid-size businesses are the lifeblood of the American economy. The 831(b) Plans we administrate are meant to ensure these businesses weather the storm.  We care deeply about the financial security of our clients and their businesses. Our talented and motivated team strives to provide creative, quality, well-designed plans to address the varying needs of the clients we serve.  Van has twenty five years of experience within the risk management industry. Van began his career with Farmers Insurance Group as an agent; eventually growing his book to be among the largest in his home state of Idaho. Van’s primary goal is to continue the upward growth of SRA and continue to develop new products to bring to market.  You can learn more about Strategic Risk Alternatives on their website 831b.com or visit them on Facebook, Instagram, Vimeo, YouTube and LinkedIn.  ----------------  *Not affiliated with Lincoln Financial Advisors Corp.  Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp.   Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.   Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp.  CRN-3879148-102121

Ep 43: Family Relationships & Succession Planning  One of Buffalo’s Most Powerful Women joins us on this episode of The Family Biz Show. Listen in as we talk to the owner of *Chiavetta Catering, Kathleen Chiavetta about Family Relationships & Succession Planning.  This Weeks Guest  Kathleen Chiavetta is a 3rd generation business leader and is the COO and Director of Business Development for Chiavetta’s Catering & Chicken BBQ in Western New York. She is a graduate of the University at Buffalo’s Center for Entrepreneurial Leadership.   Passionate about community, she is a third-term Board of Education member at Lake Shore Central Schools and serves as the Legislative Team co-chair for the Erie County Association of School Boards, advocating to our elected officials for the needs of over 100,000 public school students across three dozen school districts.   She has been named one of Buffalo Business First’s most powerful women in 2020 and 2021.   She is a mother of three and enjoys traveling with her family.   https://www.chiavettascatering.com/  Chiavetta's on Facebook  Chiavetta's on Instagram  Chiavetta's on Tik Tok  ----------------  *Not affiliated with Lincoln Financial Advisors Corp.  Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp.   Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.   Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp.  CRN-3780650-092121   

Ep 42: How Conflict Can Become a Catalyst For Good Within The Family Enterprise  Listen in on another Family Biz Show as we talk all things conflict! Kathy Holub* & Greg McCann* join us as we discuss how it can actually become a catalyst for good within the family enterprise.  During this live episode, you’ll learn:  The three components of a thriving family enterprise.  The cost of not dealing with conflict  How changing our mindset can better frame your family’s involvement with the business.  This Weeks Guests  Kathy Holub*  Kathy Holub is a consultant and coach who helps families resolve conflicts over inheritance, estates, family enterprises, and other common sources of tension.  She specializes in helping families use their differences as a catalyst for solving problems and strengthening relationships.  She also coaches individuals on how to navigate conflict when family members aren’t interested in facilitation or mediation – or when wild horses couldn’t drag them in.     Kathy’s twenty years of experience in conflict resolution are grounded in her love of teaching.  She is a Lecturer at Harvard and Columbia Law Schools, where she has taught negotiation for many years.  She is a seasoned negotiation trainer who has helped thousands of CEOs, senior executives and professionals become better negotiators.  She has conducted programs for Regeneron Pharmaceuticals, the Brunswick Group, Naspers, Cleary Gottlieb, FINRA, the Clinton Foundation, Columbia University, the U.S. Bankruptcy Court, Montefiore Medical Center, and the New York City Council, among others.  She has also advised business owners on specific negotiation challenges.  She is a frequent speaker on negotiation-related topics and has delivered many Continuing Legal Education (CLE) programs on negotiation.    A former journalist and Pulitzer Prize-winner, she has edited four books, including “Bargaining With the Devil: When to Negotiate, When to Fight,” by Harvard Law Professor Robert H. Mnookin (Simon & Schuster 2010).  She holds a JD from Yale Law School and a bachelor’s degree from Harvard University.  She clerked for then-Judge Sonia Sotomayor in the Southern District of New York and practiced law for two years before moving into teaching and consulting.  She is based in New York City.  Kathy can be reached at kathy@kathyholub.com and through her website, www.kathyholub.com.  Professional certifications:  Family Firm Institute: dual certificate in Family Business Advising & Family Wealth Advising   Stalder Mediation: advanced mediation  The Center for Understanding in Conflict: mediation  Ackerman Institute for the Family: Foundations in Family Therapy  New York Peace Institute: mediation   Memberships:  Family Firm Institute  New York City Bar Association  Greg McCann*  As an author, educator, coach, consultant, and speaker, Greg McCann works with family enterprises in the areas of leadership, team building, succession, communication, conflict resolution, and with a special emphasis on helping the next generation succeed in their careers and lives. Greg has coached leaders, executives, and the rising gen for over 20 years and is certified in Leadership Agility, Challenge of Change in Resilience and Myers-Briggs Type Indicator.   As a consultant McCann has helped numerous family enterprises transition to future generations. By including all involved members of the family and the business in the consulting process, he ensures that all perspectives are considered. Thus, his clients are able to identify key issues, which can then be addressed directly and honestly in the context of long-term family relationships.   As a speaker McCann addresses national trade associations, universities and family business forums on Leadership, Character, Generational Opportunities and Family Enterprise. He also speaks about Vertical Leadership Development and Coaching and Mentoring. He speaks with the voice of experience—in an approachable and humorous, yet highly focused style.   As a thought leader and author, McCann has published many valuable works on family enterprise. His most recent book, Who Do You Think You Are? is about aligning your character with your reputation. His previous book, When Your Parents Sign the Paychecks, deals with the challenges faced by the next generation in family business. The work received a bronze medal in the career category at the 2008 Axiom Business Book Awards. Along with James Hughes, in 2017 he co-created a Chief Learning Officer learning community.  McCann is certified in, has presented extensively, and has written about the Myers-Briggs Type Indicator as well as Leadership Agility, including their special applications to coaching individuals and family enterprise. As a coach, McCann has worked with family enterprise leaders, executives, and members of the rising gen since 1998. His approach combines greater self-awareness with creating more effective action and richer relationships. This includes working to align your character with your reputation.   McCann, now retired after 27 years in academia, was founder and director of the Family Enterprise Center at Stetson University, where he led the effort to develop the nation’s second minor and first undergraduate major in Family Enterprise. He coached his students for over 17 years. He also was the EMBA Cohort Coach.  McCann is a graduate of Stetson University and the University of Florida, College of Law (J.D.) and has served on the Board of Directors of the Family Firm Institute (FFI) (2005-2008). He was awarded the institution’s 2016 Interdisciplinary Award for outstanding achievement in the advancement of interdisciplinary services to business families and the 2006 Barbara Hollander Award acknowledging him for a lifetime of achievement in family enterprise education. He is a FFI Fellow and is certified in Family Business and Family Wealth Advising from FFI. He proudly serves on the InnerWill Board of Directors as well as the Cornell University’s Family Business Center Board of Advisors.  McCann and Associates is a boutique firm that has worked over the last two decades with family enterprises throughout the U.S. We help cultivate the commitment to family, greater trust, values-based decision making, and longer-term thinking that are vital strengths in well run family enterprises. For more information: www.greg-mccann.com  ----------------  *Not affiliated with Lincoln Financial Advisors Corp.  Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp.   Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.   Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp.  CRN-3754845-091021

Ep 41. Recycling & Reinventing in the Family Business  On this episode of The Family Biz Show, listen as we talk to three members of the Shine Family* of Manitoba Corp about the various ways a family business can re-invent itself over the generations to stay fresh and on top. This Weeks Guests RICHARD W. SHINE  Richard grew up in Amherst, NY and attended Amherst Central High School.  He attended St. Lawrance University in Canton, NY for his freshman and sophomore years.  He transferred to the University of Buffalo to pursue a business degree, graduating in 1964.  While at UB he participated in Air Force ROTC and was commissioned a 2nd Lt.  in the USAF in September of that year.  He attended pilot training and served six years flying missions all over the world including spending his final active-duty year in Vietnam.  Upon release from active duty in 1970, he found that his intention to become an airline pilot would be a very difficult path since the airlines had hired so many pilots in the prior three years.  Thus, he joined his father’s small local business recycling metals.  Manitoba Corporation only had a total of four employees at that time not including ownership.  They served an area of less than 20 miles from their facility.  He quickly realized that we were strictly a middleman and had no machinery to process metal and worse, many of the accounts the company had, were leaving Western New York in the mid 1970’s.  To survive he leaned upon his training as a pilot and purchased a small airplane with which he and his partner could use to make sales calls very efficiently but still be able to spend the majority of his time overseeing the activities of the company.  The company began to grow and expand and continues to do so today.  Over the years they added a great deal of machinery and equipment as well as personnel.  The trading area of Manitoba grew to encompass much of North America and some overseas business as well.  He continued to fly for the Air Force Reserves and retired with 26 years of service and the rank of Colonel.  Over the years, Manitoba owned and operated a number of different airplanes to support their business.  In 2009 Richard was invited to join the board of directors of the National Business Aviation Association (NBAA) an organization which promotes and supports the use of airplanes for business purposes.  Richard felt that the use of a business aircraft not only was responsible for Manitoba’s growth, but for the company’s very survival and he wanted to give back something to this industry through participation in this organization.  He eventually was elected chairman of NBAA and served in that capacity for two years.  Recently, he sold his company shares to his sons but remains active in the daily operation of the company.  BRIAN SHINE  Brian Shine represents fourth generation nonferrous metals recycler as CEO of Manitoba Corporation, which operates two plants: Lancaster (Buffalo), New York, and St. Louis, Missouri, with a primary focus on processing high-grade copper scrap.  Shine just completed a two-year term as Chairman of the Institute of Scrap Recycling Industries (ISRI) which is a national trade association based in Washington, DC representing 1300 member companies.  Shine graduated with a bachelor’s degree in Business Administration from Bowling Green State   University and also obtained a certificate from the Center for Entrepreneurial Leadership at the University of Buffalo, where he has since mentored a dozen candidates through the program. He also is a member of the Young Presidents Organization and a graduate of Leadership Buffalo.   Brian is married to Lynne and has three sons, Sam, Jake, and Drew.  ADAM SHINE  Adam has worked in the recycling industry for over 11 years and grew up around it, as he represented the 4th generation at Manitoba Corporation. One of his main responsibilities is running day to day operations at Sunking Inc*, which focuses on Electronics Recycling. Over the past several years, Adam, along with others, have helped Sunkin expand from processing 12 million lbs annually to over 25 million lbs today. The increased throughput saw Sunking expand from a 140,000 sqft faciity to a new state-of-the-art 204,000 sqft facility with automated processing capabilities. Prior to entering the recycling industry, Adam traveled globally selling and implementing software systems to five-star hotels and resorts. Adam has a love for all things technology and often tries to incorporate it in business where and when it makes sense. In his spare time, Adam coaches his sons ice hockey team and enjoys time with his family. Adam also serves on the advisory board for Camp Good Days and Special times, an organization he cares about deeply.  President of Manitoba Corporation  Vice President of Sunking and Utility Recyclers International  Vice Chair of ISRI Electronics Division Committee  Membership Chair of the ISRI Empire Chapter  Member of the REMADE Governance Board  Member of the REMADE Strategic Advisory Committee  Leadership Buffalo Rising Leaders Graduate 2009  University of Buffalo School of Management Center for Entrepreneurial Leadership Graduate 2012   ----------------  *Not affiliated with Lincoln Financial Advisors Corp.  Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp.   Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.   Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp.  CRN-3736438-082721