Let us know what you thought of this episode and any other comments you may have.

What if you could transform a fledgling family venture into a thriving business legacy? Join us for an engaging conversation with the Bozzuto brothers—Tony, Allen, and Bryan—as they recount their individual and collective journeys in growing Bozzuto Insurance from their father’s solo endeavor into a successful brokerage. Tony, the CEO, Allen, the Chief Business Development Officer, and Bryan, the CFO, share their unique paths and pivotal experiences that led them to embrace the family legacy, highlighting the importance of retention and sales in cementing the agency's foundation.

What role does family dynamics play in business success, and how does one balance personal and professional relationships? These are the questions we tackle with the brothers as they navigate the nuances of working alongside family. Candid conversations bring to light both the perks and challenges of blending familial bonds with business, offering insight into maintaining harmony amid disagreements. Discover how they keep the business talk in check during family gatherings and how the strength of their relationships helps sustain their business growth.

In the final segment, we focus on the future, reflecting on the hurdles of expanding a family business and the strategies for building a lasting legacy. The Bozzuto brothers discuss the importance of nurturing a strong company culture and recruiting new talent to fill the shoes of the retiring generation. They share their aspirations for the next wave of family members, underscoring the need for passion and dedication to carry the torch forward. Through their experiences, they provide valuable lessons for other family-run businesses looking to leave a meaningful impact.

To learn more about Bozzuto Insurance Services, visit the website HERE.

Chapter Summaries:  

(00:00) Three Bozzuto Brothers Discuss Family Business
The Bozzuto brothers share their journey in managing Bizzuto Insurance, specializing in commercial insurance and expanding into personal lines and group health.

(13:54) Journey of Family Members in Business
Growing up in a family business, siblings share memories and paths to eventually embracing the insurance industry.

(27:40) Balancing Family and Business Relationships
Family-run businesses have benefits and challenges, including candid communication and balancing work and personal relationships.

(36:21) Challenges in Family Business Growth
Family-owned insurance business faces growth challenges, recruitment struggles, and the need to educate about insurance as a career.

(42:53) Building a Family Business Legacy
Culture's role in retaining employees in family businesses, emphasizing values, maintaining a family-like atmosphere, planning for the future, and acknowledging previous generation's support.

(48:54) Lessons Learned From Family Business Legacy
Growing up in a resilient family, acknowledging unique contributions, and the success of Bozzuto Insurance through hard work and dedication.

To learn more about the Capital Region Family Business Center visit our website HERE

Let us know what you thought of this episode and any other comments you may have.

Picture this: a family business spanning three generations, rooted in the heart of Sacramento, where empathy and integrity have been the guiding lights since 1979. That's the Padilla family for you, as we sit down with three generations of service to our community. Greg, Topo, and Brandon Padilla unravel the rich tapestry of their bail bond legacy. Topo sheds light on a misunderstood profession, correcting the myths and underscoring that bail bonds function as insurance policies designed to ensure court appearances. The Padillas' steadfast adherence to integrity and regulatory compliance shines through, creating a legacy built on trust and respect.

Our conversation takes a journey through time, tracing the evolution of a customer-centric business in an era before digital convenience. Discover how operating 24/7 in downtown Sacramento became a hallmark of their success, and hear personal reflections on connecting with clients and the unexpected familiarity of bailing out peers. Brandon shares poignant family values that infuse their work, emphasizing empathy at times when people need it the most. We explore the intricacies of their profession, including the important roles of indemnitors and the delicate balance of ensuring public safety while holding onto humanity.

As the episode unfolds, we navigate the challenges and triumphs of a generational transition in the business. From resisting a corporate takeover to rekindling their roots and embracing radio advertising, the Padillas' resilience stands out. Greg, Topo, and Brandon illuminate the strengths and challenges inherent in a family-run enterprise, reflecting on the power of legacy and the indelible imprint of compassion on their journey. Through their insights, we see a portrait of a family committed to building a legacy of empathy and respect, challenging misconceptions and fostering a deeper understanding of their profession.

To learn more about Greg Padilla Bail Bonds visit their website HERE.

To learn more about The Capital Region Family Business Center, click on their website HERE.

To learn more about the Capital Region Family Business Center visit our website HERE

Let us know what you thought of this episode and any other comments you may have.

Family Business Tour + Ice Cream Social
Leatherby’s Family Creamery, 2455 Iron Point Road, Folsom 95630
Wednesday, July 23 | 3:00–5:00 PM
Space is limited, so be sure to sign up soon and bring the whole family! Visit the website to register HERE. 

Join your host, Natalie Mariani-Kling, for an inspiring journey as she recounts the remarkable transformation of Dave Leatherby Sr. and his wife Sally, who transitioned from a small farming town in Iowa to a life of profound faith and generosity on the West Coast. She'll explore how Dave Sr.'s career with Safeway, and his mentorship under Bert Bride, led to a life-altering experience through the reading of Catholic saints' lives and his eventual baptism into Catholicism. This newfound faith not only redefined their personal lives but also reshaped their family dynamics and charitable endeavors. As the eldest of ten children, Dave Leatherby Jr. shares his unique perspective on how his parents' commitment to their faith influenced their family and community, despite facing challenges and anti-Catholic sentiment in their Midwest roots.

In the conversation, Natalie delves into the establishment of Leatherby's Family Creamery, a family business built on the solid foundation of faith and values. Dave Sr.'s unwavering commitment to his Catholic faith permeated every aspect of their lives, from never missing daily Mass to integrating these values into their business. Listen in as they explore how this faith-driven optimism and joy laid the groundwork for a successful and joyful family enterprise, creating a legacy that continues to inspire and connect people through shared experiences and service.

The journey wasn't without its trials, however. You'll hear stories of overcoming financial struggles, skepticism from banks, and the pivotal moments of support from unexpected places, such as the generous loan from Mr. Ratterman and the transformative feature by the Sacramento Bee. Through personal anecdotes and reflections, the importance of community, perseverance, and divine providence in building and sustaining Leatherby's Family Creamery is clear. This episode is a testament to the power of faith, family, and the enduring impact of generosity and kindness in both personal and business life.

To learn more about Leatherby's Family Creamery visit: https://leatherbys.net/
To learn more about the Capital Region Family Business Center visit:https://capfamilybus.org/
To learn more about our sponsor, River City Bank, visit: https://rivercitybank.com/

Episode Highlights
(01:56 - 03:19) Life-Changing Encounter With Catholic Faith
(12:13 - 13:18) Impact of Positive Spirit and Joy
(15:57 - 17:12) From Salesman to Ice Cream Entrepreneur
(20:14 - 21:05) Legacy of Longstanding Ice Cream Parlor
(22:58 - 24:40) Ice Cream Parlor Business Development
(33:05 - 34:20) Leatherby Family Creamy Business Success
(41:36 - 42:52) Family's Contribution to Business Franchise
(47:27 - 48:55) Family Business Struggles and Resilience
(51:51 - 53:05) Importance of Family Business Communication
(01:04:44 - 01:05:50) Act of Kindness in Community

Chapter Summaries
(00:00) Family Embraces Faith and Generosity
Dave Sr. and Sally's transformative journey to Catholicism reshapes their family dynamics and charitable endeavors.

(09:28) Family Business Built on Faith
My father's unwavering Catholic faith shaped our

To learn more about the Capital Region Family Business Center visit our website HERE

Let us know what you thought of this episode and any other comments you may have.

Imagine growing up in a family business where your weekends were spent in a rehab clinic, with the promise of "one more minute" being more a mom’s mantra than a reality. This episode brings you into the heartwarming and often hilarious world of the Burger family, the minds behind Burger Rehabilitation Systems. Carol Burger, the pioneering founder, joins us with her sons, Sean and Eric, to share their inspiring journey from a tight-knit family operation to a successful enterprise with over 200 employees. The conversation is rich with nostalgia as they recount tales of childhood antics, unexpected lessons learned alongside a pizza parlor, and even the time the Folsom Zoo called for help with a bear named Ursula.

As the business has evolved, so have the roles and dynamics within the Burger family. Carol reflects on the unplanned path that led her to entrepreneurship and the resilience required to navigate the healthcare industry's shifting landscape. Sean and Eric candidly discuss how they carved out their own niches within the company, balancing individual passions with family expectations. From sports performance clinics to diversifying skill sets beyond clinical roles, the brothers highlight the importance of innovation and respect in transitioning leadership to the second generation. Their story offers valuable insights into the complexities and opportunities of running a family business.

Healthcare industry challenges are numerous, from administrative burdens to high clinician turnover rates, but the Burgers present a hopeful perspective on the future. They tackle tough subjects like work-life balance and the competitive job market while celebrating the profound impact of dedicated care. Personal stories, including that of a long-term client whose life was transformed through therapy, underscore the deep sense of purpose that drives their work. With every triumph and setback, the Burger family exemplifies the power of perseverance, the importance of a supportive network, and the joy of small victories along the road to success.

For more information on Burger Rehabilitation, you can visit the website HERE.

Chapter Summaries

(00:00) Burger Rehabilitation Systems Family Introduction
The Burger family shares their roles and the history of their family-run business, which offers various healthcare services in the Sacramento area.

(09:19) Growing Up in the Family Business
Childhood memories, family involvement, and unique experiences in the early days of the Burger family business.

(18:53) Evolution of Family Business Roles
Family tradition, stability, and diversifying skills shape career paths in healthcare within a family-run company.

(24:12) Navigating Family Business Autonomy and Control
Carol and her sons reflect on their journey in a family business, emphasizing resilience, adaptability, leadership challenges, and mentorship.

(32:14) Navigating Family Business Vision
Transitioning leadership in a family business, balancing personalities and perspectives, generational shift, establishing clear path for second generation's leadership.

(45:02) Challenges and Opportunities in Healthcare
Healthcare industry challenges include high costs, insurance complexities, clinician turnover, and evolving attitudes towards work-life balance.

(53:43) Family Business Encouragement and Support
Persistence, continuous learning, and small victories contribute to personal growth and development.

To learn more about the Capital Region Family Business Center visit our website HERE

Let us know what you thought of this episode and any other comments you may have.

Can family loyalty coexist with personal fulfillment in a family business? What happens when the family legacy is upended by a choice to leave? And when that choice is made by a woman or daughter vs a son? Join us for a heartfelt conversation with Melissa Ortiz of River Vista Farms as we unravel the emotional complexities of returning to family-run enterprises. Through candid storytelling, we examine the challenges of stepping into roles shaped by generational expectations and how these experiences can lead to the difficult decision to step away. This episode promises to deliver insights on balancing family ties with personal aspirations, offering guidance for those navigating similar paths.

Melissa and I reflect on the wisdom handed down by our family members and the courageous journey of implementing change in traditional business environments. We share stories of embracing modern tools and strategies to breathe new life into family businesses, from digital systems to employee wellness programs. These experiences highlight the importance of aligning one's skills and passions with their professional roles and how this alignment—or lack thereof—can impact personal well-being and relationships as well as the family business itself.

Throughout the episode, we explore the delicate dance of communication and legacy within family enterprises. We touch on the value and power of open dialogues and the courage needed to pursue paths that truly resonate with one's individual dreams. Whether you're part of a family business or simply intrigued by the dynamics of these unique ventures and how a woman's role in them can be difficult, you'll find our discussion underscores the lasting value of prioritizing personal growth and familial harmony over traditional notions of business success.


CHAPTER SUMMARIES
(00:00) Navigating Family Business Challenges
Family business members discuss the emotional journey of returning to and leaving a family business, highlighting the tension between loyalty and personal fulfillment.

(11:36) Returning to Family Business Legacy
Returning to a family business in Colusa, California, reflecting on childhood experiences, navigating dynamics and challenges, and fostering a thriving work environment.

(18:01) Navigating Family Business Leadership
Returning to a family-run agricultural business in California, navigating HR compliance, and balancing personal fulfillment with family loyalty.

(32:13) Implementing Digital Systems for Family Business
Nature's challenges and successes in implementing the H-2A worker visa program on a ranch, utilizing familial connections and transitioning to digital processes.

(42:03) Entrepreneurial Vision in Family Business
Transitioning from traditional to digital marketing, facing resistance, prioritizing employee wellness, and community support in a family business.

(46:56) Navigating Family Business Succession
Returning to hometown, balancing family loyalty and personal fulfillment, facing financial pressures, and transitioning to align with passions.

(54:23) Balancing Family Business and Relationships
Family business complexities, stepping away for improved relationships, challenges of change, prioritizing personal well-being and relationships.

(01:02:20) Family Business Communication and Legacy
Communication, education, work-life balance, and parental expectations in family businesses and the importance of open dialogues.

To learn more about the Capital Region Family Business Center visit our website HERE

Let us know what you thought of this episode and any other comments you may have.

Growing up, I spent countless weekends with my family at local markets, surrounded by vibrant sights and sounds, which makes today's guest story resonate deeply. Tracie and Eric Denio take us on a nostalgic journey through the history of Denio's Farmer's Market and Swap Meet, a venture started by their remarkable grandparents, Jim and Marilee Denio. From auctioning quirky items like used dentures in the 1960s to the market's evolution into a modern community hub, their tales are a testament to resilience and innovative family spirit.

Through the lens of Eric and Tracie's leadership, we explore the dynamic of a family business that has thrived over generations. They share the importance of hands-on experiences, from managing hot dog carts to sweeping floors, which shaped their business acumen and commitment to maintaining a family-friendly environment. Their dedication to community engagement and environmental responsibility has kept Denio's a beloved destination in Roseville, illustrating how the foundational principles of their grandparents continue to guide them.

We explore the challenges and rewards of running a family business, highlighting the unique sibling dynamic between Tracie and Eric as well. Their stories of balancing personal aspirations with the family legacy, influenced by their French-Canadian roots and Christian values, offer a heartwarming glimpse into the fabric of their family. As they navigate the future of Denio's, their commitment to their team and community shines through, leaving us inspired by the enduring spirit of family and community that defines Denio's Farmer's Market.

To learn more about Denio's and for location and hours visit their website in this LINK

Chapter Summaries
(00:00) Evolution of Denio's Farmers Market
Denio's Farmer's Market and Swap Meet's rich history, from grandparents' contrasting strengths to modern customer-friendly environment.

(13:57) Legacy of Family-Friendly Denio's Market
Third-generation owners embody values instilled by grandparents, emphasizing community engagement and environmental responsibility at Denio's family-run business.

(18:34) Generational Legacy of Family-Owned Business
Grandparents' partnership, joyful companionship, world tour, and legacy inspire future generations to cherish relationships and embrace life's adventures.

(26:19) Family Dynamics in Business Succession
Family business, French-Canadian heritage, hands-on approach, education, and work ethic passed down through generations.

(31:25) Family Business Succession Planning
The emotional and professional journey of inheriting a family business, the transition process, and future plans for involving the next generation.

(39:44) Family Values in Business Succession
Sibling teamwork, Christian values, and leadership skills are highlighted in the challenges faced by a family business during COVID-19.

(51:33) Dedicated Team Drives Family Business
Tracie and Eric's commitment to their team and community, strong relationships with employees and vendors, and recognition in Comstock magazine.

To learn more about the Capital Region Family Business Center visit our website HERE

Let us know what you thought of this episode and any other comments you may have.

Can a restaurant truly be a catalyst for change and community connection? Join us as we sit down with Patrick Mulvaney, co-founder of Mulvaney's B&L, to uncover the powerful intersections of food, love, and societal transformation. Patrick shares his inspirational journey of turning an old firehouse into a beloved dining destination, and how the spirit of "It's a Wonderful Life" fuels their mission to create a heartfelt community hub. From a memorable White House visit post-2024 election to the bustling early days supported by a loyal local community, Patrick reveals the indelible impact a restaurant can have beyond just serving meals.

In our conversation, we explore Patrick's reflections on Sacramento's dynamic food scene and his collaborative efforts with influential figures like Santana Diaz to push the envelope in sustainability and local sourcing. Patrick opens up about the trials and triumphs of the pandemic era, and how resilience and adaptability became their guiding stars. With a focus on mentorship, he offers invaluable advice for young restaurateurs eager to make their mark through community engagement and authentic leadership, underscoring the legacy-building power of passion-driven pursuits.

Patrick and his wife, Bobbin, also share insights on the crucial importance of mental health in the restaurant industry, highlighting Bobbin's innovative "I Got Your Back" program. By fostering open conversations about mental well-being, they aim to create a compassionate work environment. The episode wraps up with a heartfelt discussion about balancing family dynamics in a business setting, highlighting the joys and challenges of running a family restaurant. Patrick's vision for the future is grounded in contentment and community service, offering a hopeful and inspiring outlook for restaurateurs and community builders alike.

To learn more about Mulvaney's B&L visit the website HERE

To learn more about the Capital Region Family Business Center visit our website HERE

Let us know what you thought of this episode and any other comments you may have.

In 1973, Wayne’s parents, Bill and Sandy Bishop planted the first pumpkins and invited local schools to come visit the farm. Soon after that Sandy and her friends started baking pies in her kitchen to sell to guests when they came to visit. 

Since then the Bishop’s built a full scale bakery where they still bake scratch made pumpkin pie from pumpkins grown on the farm along with other delicious treats. Over the years they added  fun farm rides and attractions and they have become the largest U-Pick pumpkin field in the world welcoming 275,000 guests each year. 

Wayne now runs the farm with his wife and two sons and he talks about growing up with his house always smelling of fresh pie, the benefits and struggles of working with his parents and now his sons and how doing a SWOT analysis for the business (strengths, weakness, opportunities and threats) drastically improved how they operate. 

Visit Bishop’s Pumpkin Farm website

Visit the Capital Region Family Business Center here

Visit River City Bank HERE

To learn more about the Capital Region Family Business Center visit our website HERE

Let us know what you thought of this episode and any other comments you may have.

Join us for an insightful conversation with Dave Boyce, Nate Boyce, and Ben Brown as we touch upon the importance of generational transitions, and share a few laughs along the way. Our discussion begins with a recounting of Dave and his younger brother Craig's imaginative adventures, setting a light-hearted tone for our chat.

Discover the fascinating story behind the formation of Sacramento's largest regional accounting firm, BFBA. It all started with a casual dinner at Black Angus Restaurant in Citrus Heights, where Dave, Craig, Rob Fink, and Miles Brown discussed their dissatisfaction with their current career paths and envisioned a new business together. We reflect on the familial and entrepreneurial influences that shaped their journey, particularly Dave's father's dream of self-employment. As we move forward, we discuss the firm's emphasis on people and relationships, the importance of work-life balance, and their unique mission statement that prioritizes high-quality client relationships over mere revenue generation.

We then explore the challenges and triumphs of leadership transitions within BFBA, focusing on Ben's journey to becoming the managing partner. Ben shares his initial feelings of unpreparedness and his efforts to develop softer skills with the guidance of his father, Miles. We also highlight the importance of self-awareness, effective communication, and exemplifying core values within the firm. The conversation wraps up with a look at navigating family dynamics in a business setting, the rare achievement of a second-generation CPA firm, and the ongoing efforts to maintain a dynamic, family-focused culture that supports personal and professional growth.

To learn more about BFBA and learn why they're the leading accounting firm in the region, visit https://bfba.com/
To lear more about the Capital Region Family Business Center visit https://capfamilybus.org/

Episode Highlights
(04:37 - 05:43) Brothers' Dinner Sparks Accounting Firm
(08:38 - 10:18) Entrepreneurial Dreams and Failed Business
(17:49 - 18:42) Work-Life Balance Policy Impact
(27:54 - 30:34) Career Shift to Family Business
(37:43 - 38:49) Decision to Stay Independent
(45:44 - 46:56) Navigating Conflict in Family Businesses
(53:10 - 55:20) Navigating Role Dynamics in the Workplace
(58:26 - 01:00:23) Prioritizing Families in the Workplace
(01:06:25 - 01:07:53) Benefits of Family Business Center

Chapter Summaries
(00:01) Podcast Interview Preparation and Banter
Childhood memories, generational family transitions, and the importance of personal stories in professional settings.

(04:37) Formation of Regional Accounting Firm
Four men discuss forming a business due to dissatisfaction with their accounting firms, influenced by familial and entrepreneurial dreams.

(12:57) Building a Relationship-Focused Firm
Formation and evolution of accounting firm, prioritizing relationships, work-life balance, and initial mission statement creation.

(23:14) Generational Transition in Accounting Firm
Two individuals share their career journeys from big accounting firms to joining their family's firm, valuing work-life balance.

(34:42) National Firm Acquisition Decision-Making
BFBA considered acquisition by larger firm, but chose to remain independent with Ben as managing partner.

(39:09) Succession Planning and Soft Skills
Ben's transition to managing partner involved self-improvement, learning from his father, and exempl

To learn more about the Capital Region Family Business Center visit our website HERE

Let us know what you thought of this episode and any other comments you may have.

Join your host, Natalie Mariani-Kling, for an inspiring journey as she recounts the remarkable transformation of Dave Leatherby Sr. and his wife Sally, who transitioned from a small farming town in Iowa to a life of profound faith and generosity on the West Coast. She'll explore how Dave Sr.'s career with Safeway, and his mentorship under Bert Bride, led to a life-altering experience through the reading of Catholic saints' lives and his eventual baptism into Catholicism. This newfound faith not only redefined their personal lives but also reshaped their family dynamics and charitable endeavors. As the eldest of ten children, Dave Leatherby Jr. shares his unique perspective on how his parents' commitment to their faith influenced their family and community, despite facing challenges and anti-Catholic sentiment in their Midwest roots.

In the conversation, Natalie delves into the establishment of Leatherby's Family Creamery, a family business built on the solid foundation of faith and values. Dave Sr.'s unwavering commitment to his Catholic faith permeated every aspect of their lives, from never missing daily Mass to integrating these values into their business. Listen in as they explore how this faith-driven optimism and joy laid the groundwork for a successful and joyful family enterprise, creating a legacy that continues to inspire and connect people through shared experiences and service.

The journey wasn't without its trials, however. You'll hear stories of overcoming financial struggles, skepticism from banks, and the pivotal moments of support from unexpected places, such as the generous loan from Mr. Ratterman and the transformative feature by the Sacramento Bee. Through personal anecdotes and reflections, the importance of community, perseverance, and divine providence in building and sustaining Leatherby's Family Creamery is clear. This episode is a testament to the power of faith, family, and the enduring impact of generosity and kindness in both personal and business life.

To learn more about Leatherby's Family Creamery visit: https://leatherbys.net/
To learn more about the Capital Region Family Business Center visit:https://capfamilybus.org/
To learn more about our sponsor, River City Bank, visit: https://rivercitybank.com/

Episode Highlights
(01:56 - 03:19) Life-Changing Encounter With Catholic Faith
(12:13 - 13:18) Impact of Positive Spirit and Joy
(15:57 - 17:12) From Salesman to Ice Cream Entrepreneur
(20:14 - 21:05) Legacy of Longstanding Ice Cream Parlor
(22:58 - 24:40) Ice Cream Parlor Business Development
(33:05 - 34:20) Leatherby Family Creamy Business Success
(41:36 - 42:52) Family's Contribution to Business Franchise
(47:27 - 48:55) Family Business Struggles and Resilience
(51:51 - 53:05) Importance of Family Business Communication
(01:04:44 - 01:05:50) Act of Kindness in Community

Chapter Summaries
(00:00) Family Embraces Faith and Generosity
Dave Sr. and Sally's transformative journey to Catholicism reshapes their family dynamics and charitable endeavors.

(09:28) Family Business Built on Faith
My father's unwavering Catholic faith shaped our family and business, inspiring a legacy of joy, service, and connection.

(18:21) Creating a Family Ice Cream Legacy
Successful retail business journey from microwaves to ice cream, with mentorship from Foremost Dairy.

(25:05) Family Ice Cream Business Overcomes Adversity
Family support, faith, and unexpected kindness helped us

To learn more about the Capital Region Family Business Center visit our website HERE