Bloodlines and Bottomlines

Episode 2: David Katz


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Balancing legacy with innovation is a challenge every family business faces. How do you grow without losing what made you successful?
Join David Katz from Summit Home Healthcare as he reveals the secrets to navigating the home care industry. Discover how to introduce change, tackle workforce challenges, and seize hidden opportunities without breaking family ties.

In this episode, we explore:
- Evolving a family-run business
- Introducing change while preserving relationships
- Balancing legacy and innovation for long-term success

What's your biggest challenge in modernizing an established business?
Share your thoughts in the comments!

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Co-hosts: Gershon Morgulis & Robert Moskovits
Guest: David Katz

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Bloodlines and BottomlinesBy Gershon Morgulis and Robert Moskovits