Episode 201 - Marketing as Capital Allocation in Family Businesses with Casey O'Quinn
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, healt…
Episode 202 - Fair Isn’t Equal: Aligning Ownership, Merit, and Governance in Family Businesses with Maryann Bell
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 navi…
Episode 203 - Why Winning More Work Can Destroy Contractors: Systems, Accountability, and Fractional Project Leadership with Kristopher Grey
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, …
Episode 205 - Why Timing Matters More Than Investments in Family Wealth with Gary Preisser
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…
Episode 204 - What Gen Z Is Getting It Wrong About Money—and What to Do Instead with Mario Sicari
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 a…
Episode 206 - Why Family Business Succession Is an Emotional Problem, Not a Structural One, with Abhinav Jindal
Abhinav Jindal is a Director in his family's hospitality group in India, which owns the Jim Corbett Marriott Resort & Spa, and the founder of Cydir, a coaching practice for second-generation entrepreneurs. He joined the family business in 2017 straight out of university, took over a 43-room resort …
Episode 207 - The Hidden Cost of Family Conflict: How Unresolved Tension Erodes Business Value with Phelps Wood
Phelps Wood is a Senior Consultant at Continuity Family Business Consulting, where he helps enterprising families navigate leadership transitions, resolve conflict, strengthen governance, and preserve both their businesses and family relationships. With more than 20 years of experience as an operat…
Episode 208 - Why Wealth Transitions Fail: The Family Skills No Estate Plan Can Supply with Amy Castoro
Amy Castoro is the President and CEO of The Williams Group and a recognized expert in helping high-net-worth families transfer wealth while preserving family unity and control over their assets. For more than two decades, she has coached families, executives, and high-performing teams through the r…
Family Business And Next Gen Leaders
Jonathan Goldhill will discuss strategies for driving growth in any business, especially family businesses, through his 7 P’s Framework – Purpose, Planning, Products, People, Priorities, Processes, Performance. He aims to have you think differently about how you run your business so you can have mo…
141 - Earning Credibility: Leading the Next Generation of Family Business with Jonathan Goldhill
In this episode of Growing Up B2B, your host Ed Delia interviews Jonathan Goldhill, founder of the Goldhill Group and author of Disruptive Successor.
Drawing from his family's multi-generational apparel business, which closed in 1986, Jonathan explores the challenges of family business succession. …
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