A Seat at the Table

Episode 43: Founder to Future - Navigating Growth in Family Business

Let us know what you thought of this episode and any other comments you may have. What happens when a family business advisor is also navigating the realities of family business at home? In this episode, host Natalie Kling sits down with Craig and Joyce Hettrich of The Hettrich Group to discuss the unique challenges and opportunities that family-owned businesses face as they grow. Drawing from decades of leadership experience and years spent helping entrepreneurs scale their companies, Craig and Joyce share practical insights into one of the most difficult aspects of family business: separating emotion from facts while preserving the passion that makes family companies special. The conversation explores succession planning, accountability, leadership development, bringing in outside talent, and the delicate balance between family relationships and business performance. They also discuss their own journey as spouses, business partners, and parents working alongside the next generation. Whether you're a founder struggling to let go, a next-generation leader looking for greater responsibility, or a family business owner navigating growth, this episode offers valuable lessons on leadership, trust, and building a legacy that lasts. You can learn more at Hettrich Group EOS. Chapter List 00:00 Family Business and Leadership Foundations 04:04 Launching The Hettrich Group 07:09 Working Successfully as Spouses 11:12 Bringing the Next Generation into the Business 14:06 Separating Emotion from Facts 17:16 Letting Go and Scaling a Company 20:52 When Leaders Are in the Wrong Seat 25:15 Accountability, Ownership, and Family Dynamics 33:47 Building Trust and Bringing in Outside Talent 39:10 Creating a Family Legacy for Future Generations 43:17 Understanding EOS and Growing with Intention 45:02 Hard Work, Luck, and Building Success To learn more about the Capital Region Family Business Center visit our website HERE. To learn more about River City Bank and how they can benefit your family business, visit www.rivercitybank.com

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Episode 42: More Than a Winery. Creating a Multi-Generational Family Business at Sean Minor Wines

Let us know what you thought of this episode and any other comments you may have. Sean and Nicole Minor didn’t just build a successful winery — they built a family business grounded in relationships, resilience, and long-term thinking. In this episode of Capital Region Family Business Center’s A Seat at the Table, the founders of Sean Minor Wines reflect on their journey from meeting at Arizona State University in the 1980s to launching their winery in 2005 while raising four young children. Sean shares how years of experience in the wine industry — from Napa to Oregon — gave him the confidence to create something from the ground up, while Nicole explains what it meant to support that leap with unwavering belief and a growing family at home. Together, they discuss the intentional choices that shaped the company: avoiding unnecessary debt, building through relationships instead of heavy assets, and focusing on long-term sustainability over rapid growth. The conversation also explores the next generation of leadership as their daughter Elle steps into the role of head winemaker, the realities of succession planning, and the evolving challenges facing today’s wine industry. Thoughtful, honest, and deeply personal, this episode is a masterclass in balancing entrepreneurship, marriage, family, and purpose. To learn more about Sean Minor Wines, visit: https://www.seanminorwines.com/ Chapter Overview 00:00 – Introduction and the founding story of Sean Minor Wines 02:00 – Meeting at Arizona State and the values that shaped their relationship 08:45 – Sean’s wine industry journey and the decision to start their own winery 12:00 – Launching the business with four young children and a leap of faith 16:00 – Building a winery through relationships instead of heavy assets 19:00 – Breaking through during the economic downturn and rapid growth 22:30 – Nicole joins the business and helps lead the digital transformation 27:00 – Raising children around the business and Elle’s path to head winemaker 32:00 – Succession planning, family dynamics, and building a real business 42:00 – The changing wine industry, future growth, and defining success To learn more about the Capital Region Family Business Center visit our website HERE. To learn more about River City Bank and how they can benefit your family business, visit www.rivercitybank.com

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Episode 41: From Two Trucks to Three Generations: The Kludt Oil Story

Let us know what you thought of this episode and any other comments you may have. In this episode, host Natalie Kling speaks with the Kludt family—three generations behind Kludt Oil, a Northern California fuel delivery company that started with a small gas station and two trucks in 1962 and has grown into a trusted provider serving farms, ranches, and businesses across the region. What makes this conversation powerful isn’t just the longevity—it’s how each generation has shaped the business in its own way. From a matriarch who built the financial systems by hand, to a second generation that bet everything on growth, to brothers now navigating leadership together in a volatile and evolving industry. We talk about what it really looks like to grow up inside a family business, how roles evolve over time, and the constant tension between working in the business and working on it. This is a story about legacy, adaptability, and the reality of running a business where family, employees, and customers are all deeply connected. Why It Matters Family businesses are the backbone of local economies—but sustaining them across generations is anything but simple. This episode highlights the real challenges: succession, sibling dynamics, hiring the right people, and navigating industry disruption. It also reinforces something deeper—values, culture, and trust are often the true drivers of long-term success. There’s a lot to learn here about stewardship, resilience, and building something that lasts. Not to mention how the family is dealing with an oil shortage/crisis at the time of the recording. Chapters 00:00 – Introduction & the Kludt Oil origin story 01:00 – From a small gas station to a growing fuel delivery business 03:00 – Early risks, reinvestment, and building infrastructure 07:00 – The matriarch behind the systems and profitability 10:00 – Growing up in the business across generations 16:00 – Expanding services and driving revenue growth 21:00 – Brother dynamics and leadership evolution 31:00 – Culture, employees, and treating people like family 35:00 – Industry volatility and fuel market challenges 43:00 – Working on vs in the business 50:00 – Hard work vs luck—and what really drives success You can find more about Kludt Oil by visiting their website: https://kludtoil.com/ To learn more about the Capital Region Family Business Center visit our website HERE. To learn more about River City Bank and how they can benefit your family business, visit www.rivercitybank.com

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Episode 40: From Orchards to Opportunity: Reinventing a Silicon Valley Family Business.

Let us know what you thought of this episode and any other comments you may have. Family businesses often begin with a simple goal: build something strong enough to support the family and pass it forward. But what happens when the next generation inherits not just the opportunity — but also the complexity that comes with it? In this episode, Natalie Kling sits down with Keyston Smith, a third-generation leader of the Cilker family enterprise, to explore the journey of a Silicon Valley family business that began with orchards and evolved into a real estate investment company spanning generations. The story begins with Keyston’s grandfather, William (Bill) Cilker Sr., who grew up during the Great Depression in what was once known as the “Valley of Heart’s Delight,” when Silicon Valley was still dominated by agriculture. Armed with a Stanford engineering education and a relentless work ethic, Bill began acquiring farmland and eventually transitioning into commercial real estate development. Over time, that determination built a significant portfolio of agricultural and commercial properties. But like many founder-led businesses, the real challenge came with succession. Bill remained deeply involved in the company well into his 90s, maintaining tight control of the organization and leaving little room for the second generation to shape its strategic direction. When leadership and ownership finally transitioned, the next generation inherited a complex set of assets — but without a clear roadmap for the future. Keyston shares candidly, from his perspective, how that transition created difficult conversations, complex asset distribution, and years of navigating family dynamics while working to preserve relationships. Yet from those challenges came an opportunity. After returning to the family company in 2013, Keyston began learning the business from the inside out and eventually stepped into leadership. With fresh perspective and experience outside the family firm, he began assembling a professional team, introducing governance structures, and asking an important question: What does this business want to become next? That reflection led to a powerful realization. For decades, the family had been managing and growing their own real estate assets with a long-term, generational mindset. What if that expertise could help other families do the same? Today, the company is evolving into a real-estate focused multiple family office, helping families manage, grow, and steward their real estate wealth across generations. It’s a powerful reminder that family businesses are not just about assets or balance sheets — they’re about relationships, values, and the willingness to evolve over time. Find Cilker on line @ https://www.cilker.com/ To learn more about the Capital Region Family Business Center visit our website HERE. To learn more about River City Bank and how they can benefit your family business, visit www.rivercitybank.com

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Episode 39: Love Her Shop - From Side Hustle to Million Dollar Venture.

Let us know what you thought of this episode and any other comments you may have. In this episode, I sit down with Adreana Alvarez, founder of Love Her Shop, and her son Adrian, founder of Eras Shorts—their story is the kind that reminds you why family businesses really are unique. Adreana started with a problem every active mom recognizes: leggings that were overpriced, see-through, or constantly sliding down mid-workout. With encouragement (and engineering-minded problem-solving) from her husband, she built a better option—then built a movement around it. What began as pop-ups at gyms and farmers markets became an online explosion during COVID… and before she fully realized it, she’d sold over $1M out of her garage. But this isn’t just a “quick growth” story. It’s a community-first story—rooted in her dad’s journey from a third-grade education to building restaurants that became gathering places, and carried forward through Adreana’s decision to create a brand that is high quality, affordable, and purpose-driven. The name Love Her came from a moment outside an ER that reframed everything: this business wasn’t just a brand—it was a mission to give back to women. Then there’s Adrian—watching his mom print labels, pack orders, and make post office runs—and realizing, “If she can do it, I can learn it.” He takes what he learned in the warehouse and on sourcing trips and applies it to his own niche: affordable team shorts that help underfunded teams look and feel unified. And yes—he shares how Eras Shorts has been successful enough to help him pay for college while he still pursues broader business experience. We also get real about what it’s like to work with family: the code-switching, the boundaries, the respect, the conflict, and the pride. Three generations deep, the common threads are clear: fearlessness, values, and the decision to put people at the center—without losing the business fundamentals. You can find Love Her Shop on line by visiting the website, www.lovehershop.com 00:00 – The garage-to-growth moment Orders explode overnight, and Adriana realizes the side hustle is turning into something real. 02:05 – Meet Adreana + Adrian: three generations of entrepreneurship Introductions, family-business roots, and how entrepreneurship was “normal” in their household. 10:05 – The origin stories: restaurants → promo business → Coca-Cola lessons Adriana’s dad builds community through restaurants, Adriana builds and sells her first business, then learns distribution and operations at Coca-Cola. 28:25 – The COVID pivot: severance gamble → online launch → $1M wake-up call Bootstrapping the website, community activation, and the surprise discovery that sales crossed a million. 40:20 – Purpose + product: engineered leggings, accessible pricing, giving back Stitching-as-contour, high-quality/low-price commitment, tariff transparency, and the “Love Her” mission moment. 54:10 – Eras Shorts + working with family: building a brand, boundaries, values Adrian’s team-short niche, funding and growth, paying for college, and how they code-switch between family and business. To learn more about the Capital Region Family Business Center visit our website HERE. To learn more about River City Bank and how they can benefit your family business, visit www.rivercitybank.com

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Episode 38: Craftsmanship, Connection and Community Keep Balanced Body the Leader in Pilates Equipment.

Let us know what you thought of this episode and any other comments you may have. This episode I'm speaking with Roz Van Auker, wife of Ken Endelman, the founder of Balanced Body. The story begins with an unexpected twist of fate and the touch of skilled craftsmanship. Imagine Ken with hands expertly shaping the first Pilates machine, with Roz, his wife, orchestrating logistics while nurturing a young family. This episode invites you to witness the evolution of a humble family business into a global leader, with over 400 employees championing Pilates education worldwide through initiatives like Pilates on Tour. Roz and Ken embody the harmonious blend of family and business, weaving a tapestry of support and inclusivity that extends beyond blood relations to a vibrant community of Pilates professionals. Community is the heart that beats within Balanced Body, and this episode uncovers how the company stands as a connector in both personal and professional spheres. We explore the value of instilling generosity and community service in younger generations, fostering a culture where giving back becomes second nature. Discover how Balanced Body's dedication to building a supportive network has created unexpected avenues for growth, transforming the simple act of connecting studio owners and teachers into a business philosophy steeped in meaningful relationships and shared success. You're invited to a nostalgic journey through the joys of hospitality, where simple gestures like hosting a dinner can spark genuine connections. Reflecting on the enduring marriage of Roz and Ken, the episode shares insights into the magic of understanding and mutual support that fuels family unity and business success. With laughter, shared experiences, and a supportive community, we reveal how these elements intertwine to craft a fulfilling life and a resilient family business. Join us in celebrating the power of family, community, and the joy of giving back, as we share stories that inspire and unite. To learn more about Balanced Body, visit the website: https://www.pilates.com/ To learn more about the Capital Region Family Business Center visit our website HERE. To learn more about River City Bank and how they can benefit your family business, visit www.rivercitybank.com

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Episode 37: How Co-Owners, Allie and Andrew Taylor, Navigate the Personal and Professional Relationship Within Orange Kiwi.

Let us know what you thought of this episode and any other comments you may have. In this episode your host Natalie Kling sits down with Andrew and Allie Taylor—spouses, co-CEOs, and founders behind Conveyance Solutions (ERP implementations for industrial distributors) and Orange Kiwi (family-business consulting). They unpack Andrew’s shift from sole CEO to sharing the reins with Allie—what it cost in control and “relational equity,” and what it unlocked in scale and systems. You’ll hear their simple but powerful shorthand—“squiggly line vs. straight line”—for balancing entrepreneurial improvisation with operational discipline, and how a family “safe word” (“albatross”) protects home life from shop talk. Allie frames why emotional intelligence (self-awareness, other-awareness, self-regulation) is a core performance driver in family firms, while Andrew illustrates how “rational” debates (like upgrading an ERP) often mask identity and control concerns. They share candid lessons on working with three of their six kids in the business, the dangers of enablement and artificial harmony, and why embracing community and grace—for yourself and each other—keeps a multigenerational enterprise healthy. Yes, you'll recognize the practiced sense of "therapy" in their personal and professional structure and that's no wonder. It's quite intentional, actually. "Allie" is Dr. Allie Taylor and holds a PhD in psychology. Enjoy the episode. To learn more about Orange Kiwi, you can visit the website: www.ockiwi.com If you would like more information about Conveyance Soutions, visit: www.conveyance365.com Chapter Summaries (00:00) Navigating Challenges in Family Businesses Andrew and Allie share their experience as co-CEOs of their family business, discussing the challenges of scaling and balancing spontaneity with necessary systems. (10:03) Navigating Emotions in Family Businesses Balancing family dynamics and business operations in family-run enterprises, using "albatross" as a safe word, and the importance of emotional intelligence. (18:25) Navigating Family Business Dynamics Family businesses face challenges blending dynamics, navigating conflict, and adapting to generational resistance. (28:32) Balancing Family Dynamics in Business Family businesses led by first-generation founders struggle with transitioning to modern systems and balancing family involvement with individual aspirations. (38:45) Family Business Challenges With Grace Entrepreneurial families face mental health challenges, coping behaviors, and the role of luck in achieving success. To learn more about the Capital Region Family Business Center visit our website HERE. To learn more about River City Bank and how they can benefit your family business, visit www.rivercitybank.com

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Episode 36: How Bozzuto Insurance Continues to Build a Family Legacy.

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. To learn more about River City Bank and how they can benefit your family business, visit www.rivercitybank.com

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Episode 35: With Dignity and Respect - The Impact of the Padilla Family on the Bail Bonds Profession

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. To learn more about River City Bank and how they can benefit your family business, visit www.rivercitybank.com

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Episode 34: Encore Episode - Faith, Family, and Ice Cream: The Legacy of Leatherby's Family Creamery

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 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 To learn more about the Capital Region Family Business Center visit our website HERE. To learn more about River City Bank and how they can benefit your family business, visit www.rivercitybank.com

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Episode 33: Resilience & Innovation - Burger Rehabilitation's 46 Years in Healthcare.

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. To learn more about River City Bank and how they can benefit your family business, visit www.rivercitybank.com

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Episode 32: Succession Sidelined. River Vista Farms' Melissa Yerxa Ortiz Shares Her Difficult Decision to Leave the Family Business.

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. To learn more about River City Bank and how they can benefit your family business, visit www.rivercitybank.com

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Episode 31: Denio's Farmers Market. Remarkable Resilience Through Generations.

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. To learn more about River City Bank and how they can benefit your family business, visit www.rivercitybank.com

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Episode 30: Mulvaney's B&L Builds Community with Love and Food.

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. To learn more about River City Bank and how they can benefit your family business, visit www.rivercitybank.com

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Episode 29: The Family Tradition... Bishops Farm. An Encore Episode.

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. To learn more about River City Bank and how they can benefit your family business, visit www.rivercitybank.com

Episode 28: BFBA's Multi Generational Leadership is Built on a Legacy of People First.

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 family-owned CPA firm with second-generation leadership and navigating conflicts through compromise. (53:53) Dynamic Family-Focused Firm Culture Leadership transitions, valuing people and family, and utilizing To learn more about the Capital Region Family Business Center visit our website HERE. To learn more about River City Bank and how they can benefit your family business, visit www.rivercitybank.com

Episode 27: Faith, Family, and Ice Cream: The Legacy of Leatherby's Family Creamery

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 Generosity, selflessness, unique customer service, and franchising are key values that shaped a successful family ice cream business. (47:27) Rebuilding a Family Ice Cream Legacy Navigating chall To learn more about the Capital Region Family Business Center visit our website HERE. To learn more about River City Bank and how they can benefit your family business, visit www.rivercitybank.com

Episode 26: Continuing the NorCal Beverage Family Legacy Beyond the Sale.

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 values. (33:16) Business Transition and Family Values Riley, a recent business management graduate, joins family business to lead equipment solutions division and support employees. (44:2 To learn more about the Capital Region Family Business Center visit our website HERE. To learn more about River City Bank and how they can benefit your family business, visit www.rivercitybank.com

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Episode 25: Lawson Mechanical's 3 Generations of Grit and Growth.

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 - 24:05) Navigating Family Business Succession Challenges (29:00 - 30:47) Family Business Succession Planning (34:15 - 35:22) Legacy of Excellence in Business (41:38 - 42:27) Family Business& To learn more about the Capital Region Family Business Center visit our website HERE. To learn more about River City Bank and how they can benefit your family business, visit www.rivercitybank.com

Episode 24: Cementing the Legacy. How Clark Pacific's Unique Leadership Has Built a Resilient and Sustaining Enterprise.

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 To learn more about the Capital Region Family Business Center visit our website HERE. To learn more about River City Bank and how they can benefit your family business, visit www.rivercitybank.com