• Episode 29: The Family Tradition... Bishops Farm. An Encore Episode.
    Oct 3 2024

    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

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    49 mins
  • Episode 28: BFBA's Multi Generational Leadership is Built on a Legacy of People First.
    Sep 6 2024

    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 exemplifying values and behaviors.

    (43:13) Navigating Family Dynamics in the Firm
    Consistency, fairness, and humility in a f

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    59 mins
  • Episode 27: Faith, Family, and Ice Cream: The Legacy of Leatherby's Family Creamery
    Aug 1 2024

    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 overcome financial struggles and open a successful ice cream parlor.

    (35:04) Family Business Franchising Lessons Learned

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    1 hr and 6 mins
  • Episode 26: Continuing the NorCal Beverage Family Legacy Beyond the Sale.
    Jul 4 2024

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

    What does it take to transform a small family business into a major player in the beverage industry? Discover the incredible legacy of NorCal Beverage, beginning with Shannon Deary-Bell's grandfather, who turned his Coca-Cola salesmanship into the entrepreneurial foundation of Hires Bottling in 1937. You'll hear the story of Shannon's father and uncle, who made the courageous decision to sell their profitable stocks to protect the family business and its employees, embodying a people-first philosophy that has defined NorCal's journey and continuing legacy. You'll also hear of the tenacity and determination of Shannon as a young manager having to deal with the complexity of "busting" a union that misrepresented itself to the employees. Her pursuit of what was the right thing to do, let to a much greater acceptance from her employees and family alike.

    Uncover the strategic genius behind NorCal's significant pivot in 2007, when the company shifted focus from bottling popular brands like Dr. Pepper and Snapple to co-packing. This bold move led to lucrative partnerships with major brands like Arizona Tea, Red Bull, Monster, and Gatorade, propelling NorCal to new heights. We delve into how Shannon's insistence for a particular seat at luncheon led to a critical meeting with the CEO of Red Bull in France that opened doors to substantial opportunities, highlighting the company's resilience and adaptability in the face of industry challenges.

    Finally, we explore the complexities of family business dynamics, focusing on succession planning, leadership transitions, and the difficult and emotional decision to sell the business during the COVID-19 pandemic. Hear Shannon's son Riley, explain his personal account of returning to the family fold to save jobs and his reflections on the pressures and rewards of taking on a leadership role in a newly developed company. Shannon and Riley discuss the importance of personal accountability, hard work, and seizing growth opportunities while maintaining a people-centered approach. Dedication and passion continue to drive their new venture setting the stage of familial business success once again.

    To learn more about NC Equipment Solutions visit https://nceqs.com/
    or you can contact them at:
    Dispatch & General Inquiries: (916) 372-7700; fsd@NCEQS.com
    Accounts Receivables: (916) 374-2657; AR@NCEQS.com
    Accounts Payables: (916) 372 7700 ext. 2436; AP@NCEQS.com

    Episode Highlights
    (05:32 - 06:00) The Power of Community
    (13:57 - 15:01) Trust and Communication in Relationships
    (18:14 - 19:19) Meeting Red Bull CEO in France
    (21:59 - 23:40) Succession Planning for Company Presidency
    (25:58 - 27:02) Father-Son Relationship and Business Sale
    (32:51 - 34:20) Company Restructuring Saves Jobs
    (37:46 - 39:09) Family Business Responsibilities and Rewards
    (44:25 - 45:41) Navigating Entrepreneurship at a Young Age

    Chapter Summaries
    (00:00) Building a Family Business Legacy
    NorCal Beverage's history, family commitment, and employee safeguarding, from Shannon's grandfather's vision to her taking over the business.

    (15:03) Succession Planning and Co-Packing Success
    NorCal Beverage's strategic pivot to co-packing led to partnerships with Arizona Tea, Red Bull, Monster, and Gatorade, driving growth and resilience.

    (23:06) Navigating Family Business Sale and Transition
    Selecting the next president of a family business, selling during COVID-19, and aligning with company valu

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    54 mins
  • Episode 25: Lawson Mechanical's 3 Generations of Grit and Growth.
    Jun 6 2024

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

    Can you imagine hopping freight trains across the country to build a business empire during one of the toughest times in American history? Join your host, Natalie Mariani-Kling, as she welcomes David Lawson, President of Lawson Mechanical, who recounts the extraordinary story of his grandfather, transforming from a resilient South Dakota youth into the founder of Sacramento's leading mechanical construction firm. From surviving the Great Depression to learning essential trades during World War II, this is a narrative of ambition and tenacity that laid the groundwork for a multimillion-dollar enterprise.

    David shares the rich history of Lawson Mechanical, spanning three generations of leadership and innovation. The discussion covers the unique skills each generation brought to the table—from his grandfather's pioneering business strategies to his father's expertise in mechanical systems and people management. David's own path, marked by a blend of political acumen and historical insight, showcases a modern approach to maintaining and growing a family business. This episode is not only a deep dive into the critical moments that forged their legacy but also a testament to the transformative power of education and early exposure to industry.

    Navigating the complexities of leadership transitions within a family business is no small feat. David opens up about the emotional and practical challenges he faced moving from a political career to operations management, eventually becoming the president of Lawson Mechanical. Natalie explores the delicate balance of supporting a cohesive company culture while empowering family members to find their own paths. Using Lawson Mechanical as a lens, the conversation moves to the broader implications of what truly defines a family business versus a business owned by a family, highlighting how meaningful contributions from multiple families strengthen the organization's identity. This is an insightful conversation about preserving purpose and navigating the intricate balance of family and business.

    To learn more about Lawson Mechanical visit: https://www.lawsonmechanical.com/contact/
    For more information about the Family Business Center visit: Capital Region Family Business Center website
    To learn more about how our sponsor, River City Bank may help your family business, visit website: River City Bank


    Chapter Summaries
    (00:00) Legacy of Lawson Mechanical Firm
    David Lawson shares his grandfather's journey from South Dakota to California, and how their family business evolved over 80 years.

    (08:45) Generational Business Success and Growth
    Three generations of a family business, with a foundation in management, mechanical systems, and community projects.

    (15:12) Navigating Leadership Transitions in Family Business
    Navigating California politics, transitioning to operations management in a family business, and finding purpose as president.

    (28:16) Family Business Success and Culture
    Challenges and responsibilities in a family business, proving worth, unique perspectives, cohesive culture, and working on the business.

    (39:26) Defining Family vs Business Ownership
    Family business vs. business owned by family, using Lawson Mechanical as a case study, embracing multiple families to strengthen identity.

    HIGHLIGHTS
    (04:37 - 05:25) Gas Station Ledger Reflections Over Time
    (10:51 - 11:44) Legacy of Strong Employee Relationships
    (14:11 - 15:11) Benefits of Grad School in Career
    (17:15 - 18:34) Family Business Traditions and Growth
    (22:45 - 24:0

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    52 mins
  • Episode 24: Cementing the Legacy. How Clark Pacific's Unique Leadership Has Built a Resilient and Sustaining Enterprise.
    May 2 2024

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

    Today's episode displays a wonderful tale of a company's heart and soul as Don Clark, the second-generation co-leader of the family-operated Clark Pacific, takes us behind the scenes of a business that has stood the test of time. Here's your opportunity to learn from a legacy of innovation and resilient leadership as we follow the company's transformation from its early days as a manufacturer of prefab construction products to a robust pillar in the construction industry. Don's account of his and his brother's ascent to the ranks of co-CEOs, under the guiding influence of their father's fervor, is not just a story—it's an inspiring blueprint for nurturing a family business across the decades.

    Venture with us into the core of family-centric leadership, where work-life harmony paints the daily canvas, and discover the delicate dance of co-running a company with a sibling. As Don describes the art of balancing brotherhood with business, we uncover the value of external coaching and the far-reaching impact it has on preserving family ties within the company framework. This episode is not merely an overview; it's an insightful guide into the intricacies of multi-generational success and the strategies that have fortified Clark Pacific's familial foundation.

    Our discussion reaches a crescendo as we celebrate the innate strengths that give family businesses an edge over corporate behemoths. Don passionately illustrates how a culture of care and personal support not only cements long-term careers but also fosters an environment where employees thrive like family. If you've ever wondered about the ingredients that make family enterprises resilient through economic ebbs and flows, this episode serves up the answers, highlighting how they adapt, support, and triumph through each challenge. Join us for a heartening exploration into the world of family business, where every success is built on the shoulders of shared values and strong relationships.


    For more information on Clark Pacific, you can visit their website: https://www.clarkpacific.com/

    For more information about the Family Business Center visit: Capital Region Family Business Center website

    To learn more about how our sponsor, River City Bank may help your family business, visit their website: River City Bank



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    39 mins
  • Episode 23: Potatoes to Petite Sirah: Multigenerational Resilience Yields the Greatest Harvest for Bogle Family Vineyards.
    Apr 4 2024

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

    Join us on this fascinating journey through the history and heart of Bogle Family Vineyards, as our guest Jody Bogle takes us back to her family's roots in the Sacramento River Delta. Discover how six generations of farming evolved into a renowned winemaking legacy, beginning with a serendipitous pivot from potatoes to Petite Sirah and Chenin Blanc grapes. Jody recounts the Bogle family's resilience through the Great Depression, their strategic foray into viticulture, and the birth of their own wine label, illustrating the powerful blend of luck, strategic shifts, and familial collaboration that has crafted the Bogle success story.

    Listen in as we traverse the intimate path of Bogle Vineyards, from Jodi's nostalgic childhood in the rural serenity of Clarksburg to the vineyard's expansion and commitment to sustainability. This conversation celebrates the lessons of hard work, the influence of matriarchal leadership, and the role of family dynamics in the business. Hear about the inception of new wine brands that cater to modern tastes and sustainability, including the innovative 'Elemental Wines' with its eco-friendly aluminum bottles, all while maintaining the ethos of quality and value cherished by the Bogle family.

    Wrapping up our discussion, we candidly address the intricacies of being a female leader in the wine industry. Jody shares her experiences balancing career and home life, the importance of a family-first culture within the workplace, and the unique perspectives women bring to leadership. Her insights offer guidance and inspiration to women navigating their professional journeys, emphasizing the enriching nature of integrating personal and professional roles. Listen for a heartening blend of storytelling, family heritage, and entrepreneurial spirit that has defined the Bogle family's enduring legacy. And of course, enjoy the story with a nice glass of wine.

    To learn more visit: Bogle Family Vineyards.

    For more information about the Family Business Center visit: Capital Region Family Business Center website

    To learn more about how our sponsor, River City Bank may help your family business, visit their website: River City Bank


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    56 mins
  • Episode 22: Mikuni Sushi - From Japanese Village to American Abundance, Taro Arai Dreams BIG.
    Mar 7 2024

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

    Growing up with the backdrop of a small Japanese village, Taro's yearning for freedom and acceptance was a seed that would eventually blossom into an American dream. Alongside his son Koki, Taro shares how he saved enough money from a paper route to fly his whole family to America as a teenager. He talks about how his father had a dream they should open a restaurant and how a chance encounter with a Japanese businessman landed them investment money which allowed them to fulfill that dream.

    With no experience running a restaurant and nearly no research into location, food costs, equipment costs or restaurant management, the family launched Mikuni 36 years ago. Even while plagued by debt and mistakes, Taro’s infectious energy and his commitment to make customers feel welcome and satisfied helped Mikuni to grow into one of the best known and loved restaurants in northern California.

    This is a story of family dynamics, demonstrating how personal growth and business acumen can harmonize beautifully and how to balance work with the joys of familial connection. Taro recounts the family's expansion, the trials of partnership and ownership, and the resilience instilled by his father. As we look toward the family's aspiration of reaching 50 locations by their 50th anniversary, the sense of optimism is palpable. This episode isn't just about growth; it's homage to the relentless pursuit of big dreams and the community spirit that turns them into reality.

    For more details about Mikuni Sushi visit http://www.mikunisushi.com

    For more information about the Family Business Center visit: Capital Region Family Business Center website

    To learn more about how our sponsor, River City Bank may help your family business, visit their website: River City Bank


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    1 hr and 2 mins