The Third Layer

In this conversation, Wiley shares insights about his father, Pat Curran, and the lessons learned from his legacy in business. The discussion covers Pat's approach to leadership, the importance of customer focus, teamwork, and the transition of leadership within the family business. Wiley also introduces CPC, a long-term investment strategy that emphasizes building and holding businesses for the future, highlighting the five key battles for success in business. In this conversation, Wiley and Marshall discuss the complexities of raising capital, the importance of long-term thinking in business, and the strategies for winning the people battle within organizations. They delve into the dynamics of family businesses, emphasizing the need for clear roles and open communication among family members. Wiley shares insights on legacy and the impact of leadership on future generations, highlighting the importance of nurturing a positive company culture and employee engagement.

Additional Resources:

Wiley Curran, Principal at CPC Management: https://www.linkedin.com/in/wileycurran/

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• Wiley grew up in a family business environment, which shaped his career aspirations.
• Understanding customer needs is crucial for business success.
• Wiley emphasizes the importance of asking the right questions in business.
• CPC focuses on long-term investments and creating great workplaces.

In this conversation, Brett Kaufman shares his journey from growing up in a family with complex dynamics to founding Kaufman Development. He discusses the influence of his family, particularly his father and stepfather, on his career choices and personal development. Brett reflects on the expectations placed on him as a child, the challenges he faced, and the importance of gaining experience outside of family business. He emphasizes the significance of pursuing one's passion and the support he received from his family when making the leap to start his own venture. In this conversation, Brett Kaufman shares his journey of entrepreneurship, emphasizing the importance of preparedness, risk management, and the role of luck in business. He reflects on the lessons learned through challenges, the evolution of his life perspectives, and the significance of leading with vulnerability.

Additional Resources:

Brett Kaufman Founder at Kaufman Development https://www.linkedin.com/in/brett-kaufman/

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• Brett Kaufman shares his journey influenced by family dynamics.
• He experienced high expectations growing up in a family business.
• Brett's father struggled with addiction, impacting family relationships.
• He transitioned to his stepfather's business, gaining valuable experience.
• Brett desired independence and a personal vision for his career.

In this conversation, Stephen shares his journey from humble beginnings to leading J & B Healthcare, a family business focused on providing affordable and accessible healthcare. He reflects on the influence of his parents and grandmother, the importance of servant leadership, and the role of authenticity in business. Stephen emphasizes the significance of family values, community impact, and the legacy he hopes to leave behind, highlighting that true richness comes from giving and serving others.

Additional Resources:

Stephen Shaya, M.D. Managing Director of Akkad Holdings https://www.linkedin.com/in/stephen-shaya-m-d-a1a13357/

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• Stephen's family background shaped his values and work ethic.
• The importance of family in business is paramount.
• J & B Healthcare aims to make healthcare accessible globally.
• Servant leadership is essential for organizational success.
• Authenticity in leadership fosters trust and engagement.

In this conversation, Ben DuPont shares insights into the rich history of the DuPont family and their business, which has been a significant part of American industry since its founding in 1802. He discusses the evolution of the company, its diversification strategies, and the family's ongoing legacy in philanthropy and innovation. Ben also reflects on his personal journey, including his entrepreneurial ventures and current role in growth equity investment, emphasizing the importance of human relationships in business. In this conversation, Ben DuPont discusses his investment strategies focused on B2B companies, emphasizing the importance of curiosity in business culture. He shares insights on innovative networking through 'non-obvious dinners' that foster deep discussions and idea generation. The conversation also explores the transformative potential of education driven by curiosity and the impact of coding education on communities. DuPont reflects on legacy and the desire to make a significant positive impact on millions of lives, while considering the evolving role of AI in the workforce.

Additional Resources:

Ben duPont Managing Director / Co-Founder at Chartline Capital Partners

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• The DuPont company was founded in 1802 and is the oldest continually operating company in the U.S.
• The family has maintained a significant share and influence in the company throughout its history.
• Diversification into other industries, including chemicals and automotive, was key to DuPont's growth.
• The DuPont family has a strong philanthropic legacy, including hospitals and educational initiatives.
• Family gatherings are held every January 1st to celebrate their heritage.

In this conversation, Rebecca Polan shares the rich history of her family's business, which dates back to 1911, and discusses the evolution of the company from a furniture store to a multifaceted real estate and manufacturing enterprise. She reflects on the generational transitions within the business, her personal journey in deciding to join the family business, and the complexities of navigating family dynamics in a professional setting. Rebecca also highlights strategic growth opportunities, including acquisitions and innovative business practices that have shaped the company's current direction. In this conversation, Rebecca Polan discusses her journey in navigating the complexities of leading a family business, particularly in the context of family dynamics, communication, and the challenges posed by COVID-19. She emphasizes the importance of building trust and relationships within the family, adapting to changing business landscapes, and ultimately making the decision to sell the family business while ensuring the well-being of family members and employees. The conversation highlights the significance of legacy and the impact of family businesses on communities.

Additional Resources:

Rebecca Polan CEO at REO Processing https://www.linkedin.com/in/rebecca-polan/

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• Legacy of a Family Business: A Journey Through Generations
• Navigating Leadership Transitions in Family Enterprises
• From Passion to Profession: A Personal Journey
• The Complexities of Family Dynamics in Business
• Strategic Growth: Opportunities in Family Business

In this conversation, Richard Altieri discusses the dynamics of managing a family business, emphasizing the importance of communication, alignment, and stewardship among family members. He shares insights on maintaining family connections through events, valuing diverse contributions from family members, and the challenges of transitioning leadership roles. Richard reflects on his journey of getting involved in the business during a critical time and highlights the significance of legacy and values in family enterprises.

Additional Resources:

Dr. Richard Altieri Chairman, Groupo Corporativo Perez https://www.linkedin.com/in/richard-altieri-ba9aa729/recent-activity/all/

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• Ricky's grandfather started the first Toyota dealerships in Panama.
• The family business has diversified into various sectors over the years.
• Ricky's mother played a crucial role in the family's business operations.
• The transition of leadership was planned and executed with care.
• Ricky chose a medical career before joining the family business.

In this conversation, David Dragoo shares his journey as an entrepreneur in the outdoor industry, particularly in fly fishing through his company Mayfly. He discusses the importance of culture, values, and team dynamics in building successful businesses, both in the outdoor sector and in his family real estate business. David emphasizes the significance of hiring individuals who align with the company's core values and the lessons learned from past mistakes in leadership. He also highlights the collaborative process of defining core values with his leadership team, ensuring that they resonate throughout the organization. In this conversation, David Dragoo and Marshall Lockton discuss the intricacies of leadership, organizational culture, and the importance of aligning business practices with community values. They explore the challenges of difficult conversations in leadership, the significance of a strong organizational culture, and the role of B Corporations in promoting stakeholder capitalism. The discussion also delves into the Colorado Outdoors Project, highlighting its mission to create a compelling business environment while preserving natural resources and fostering community engagement. Ultimately, the conversation emphasizes the importance of legacy and the impact of thoughtful leadership on future generations.

Additional Resources:

David Dragoo, Founder & CEO at Mayfly Outdoors https://mayflyoutdoors.com/

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• Navigating Entrepreneurship in the Outdoor Industry
• The Art of Blending Passion with Business
• Building a Culture of Collaboration and Trust
• Hiring for Values: A Key to Success
• Leadership Lessons from the Outdoor Sector

In this conversation, Brandon shares the rich history of his family business, rooted in his grandfather's entrepreneurial journey. He discusses the complexities of navigating family dynamics and wealth, the transition from a culinary career to managing a family office, and the evolution into a multifamily office. Brandon emphasizes the importance of balancing financial capital with human capital, introducing the 'Trampoline Effect' to illustrate how inherited wealth can amplify personal efforts. He also highlights the significance of creating a purpose-driven culture within his organization and his vision for legacy and stewardship in family business.

Additional Resources:

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Brandon Johnson, Principal at Johnson Financial Group

https://www.linkedin.com/in/brandoncjohnson/

• Brandon's grandfather was a significant influence in his life and business philosophy.
• The importance of family dynamics in managing wealth and business.
• Transitioning from a culinary career to a family office was a pivotal moment for Brandon.
• The trampoline effect illustrates how inherited wealth can amplify personal efforts.
• Creating a culture of purpose and clarity is essential for organizational success.

In this conversation, Tyler Nottberg, Chief Optimist at U.S. Engineering, shares his unique journey from a background in political philosophy to leading a fifth-generation family business. He discusses the challenges and opportunities of entering the family business after the loss of his father, the importance of leadership and culture, and his philosophy of optimism in overcoming challenges. Tyler emphasizes the significance of investing in people and building a high-performance culture, while also reflecting on the legacy he hopes to leave behind.

Additional Resources:

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• Tyler Nottberg's journey reflects a blend of personal and professional growth.
• Entering a family business can present unique challenges and opportunities.
• Leadership is about fostering relationships and communication.
• Optimism in leadership is rooted in team confidence and resilience.
• Building a high-performance culture requires investment in people.

In this engaging conversation, Andy Eby shares his journey from aspiring NFL player to leading Bickford Senior Living, a family business dedicated to caregiving. He discusses the importance of purpose in leadership, the challenges of navigating the healthcare industry, and the significance of personal development through community and coaching. Eby's experiences highlight the deep connections between personal purpose and professional endeavors, emphasizing the role of caregivers in creating meaningful impacts in the lives of seniors. In this conversation, Andy Eby discusses the profound impact of COVID-19 on the senior care industry, highlighting the challenges faced by leaders in maintaining care for vulnerable populations. He reflects on how adversity led to transformative changes in his leadership approach and the development of innovative business models aimed at improving senior care. Eby emphasizes the importance of purpose-driven leadership and continuous growth in fostering a positive culture within organizations. He shares insights on the need for a proactive healthcare system and the role of technology in enhancing care for seniors, ultimately aiming to create a legacy of compassion and service.

Additional Resources:

Andy Eby - Caregiver, Former NFL Player CEO of Bickford Senior Living https://www.linkedin.com/in/andy-eby-60b7898/

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• Andy Eby transitioned from the NFL to his family business for fulfillment.
• Bickford Senior Living was founded to meet the needs of Andy's grandmother.
• Purpose-driven leadership is essential for creating a positive culture.
• Personal development is a continuous journey that requires community support.
• The Caregivers Manifesto articulates the heart of Bickford Senior Living.