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What Is Leapfrog Management And Why Should You Care?

July 6, 2020 by JoshPatrick Leave a Comment

There’s one thing I know when it comes time to transferring ownership in a family owned business. It’s that you want to have a smooth transition between generations. This is part of what having a sale ready business means. With a sale ready company an internal change of ownership happens and there is no drama around the ownership transfer. When it comes to training the next generation of owners, there’s a strategy I love. I call it the … [Read more...]

Filed Under: Video Tagged With: family business, leapfrog management system, ownership transfer system, relationship and roles in business, sustainable business, transferring ownership

248 – What Does Success Look Like – Ron Nakamoto

April 27, 2020 by JoshPatrick Leave a Comment

In this episode Josh talks with Ron Nakamoto from Empowered Wealth. They discuss private business and what does success looks like. Ron Nakamoto is the CEO of Empowered Wealth Partners and a major contributor to Empowered Wealth group of companies. He was one of the founding Quadrant Living Architects and a long-time proponent of Empowered Wealth principles, concepts, and tools. A Certified Financial Planner since 1987, he is now focused on … [Read more...]

Filed Under: Sustainable Business Podcast Tagged With: advisors, business success, family business, generalist, private business, ron nakamoto, specialist, sustainable business

229 – Shift Your Family Business – Steve Legler

December 16, 2019 by JoshPatrick Leave a Comment

In this episode Josh talks with Steve Legler, author of "Shift Your Family Business". They discuss the pitfalls inherent in family businesses and some strategies for dealing with them. Steve is a proud FEA Designate (IFEA) and holds ACBFA and ACFWA certifications (FFI), in addition to having an MBA (UWO-Ivey) He is also a CFA charterholder (CFA Institute), and the author of Shift your Family Business (Friesen Press, 2014). Steve helps … [Read more...]

Filed Under: Sustainable Business Podcast Tagged With: business family, business legacy, family business, legacy, steve legler, sustainable business, wealth, wealth transitions

Why I Like Working With The Rising Generation

September 25, 2019 by JoshPatrick Leave a Comment

One of the things I enjoy is working with rising generations in a family business. When I say rising generations I mean the children of the owners of the business who are getting ready to take a leadership role in the family business. I’ve had the opportunity to do this several times and when the children are competent and willing to do what’s necessary to be a responsible business owner it’s one of the things I enjoy most about the work I … [Read more...]

Filed Under: Video Tagged With: children of the owners of the business, family business, family business secrets, next generation leader, rising generation, sustainable business, taking a leadership role in the family business

154 – Learning The Secrets of The Buyers Journey – Danny Govberg

July 9, 2018 by JoshPatrick Leave a Comment

You're in for a treat today.  We're talking with Danny Govberg from Govberg Jewelers.  We had a wide-ranging conversation that covered the buyer's journey, his membership in the Young Presidents Organization and even some conversation around he being the third generation in a family business. If you know anything about retail, you know at the very least it's been very challenging.  In today's episode, you're going to hear from someone who has … [Read more...]

Filed Under: Business Exit Planning, Innovation, Sustainable Business Podcast Tagged With: business exit planning, buyers journey, family business, sustainable business, YPO

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About Josh

Why would you want to listen to me?

My specialty is working with owners of private businesses. It’s where I have the most interest and can add the most value. If you own a business and are interested in a coaching relationship as well as mentoring, I’m your guy. Read More
The Sustainable Business Podcast and Josh Patrick invite you to subscribe, rate, and review our podcast on iTunes if you love what you're hearing! Thank you!

ABOUT JOSH PATRICK

My main focus in life is helping private business owners create a sustainable business that will last past them. I help create great outcomes using life experiences I’ve had during my almost forty years of running and being around my favorite people, private business owners. I’m a student, an entrepreneur and a curious observer of life. Read More
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