In 1914, Dale Bard launched Bard Manufacturing Company in Bryan, Ohio. Today, Bard Manufacturing is an international leader in the commercial heating and cooling industry known for its integrity, quality products, and exceptional customer service. In this episode, Host Jordan Rodriguez interviews leaders from the 4th Generation (Bill Steel and Pam Bard Steel) and 5th generation (James Steel and Megan Steel Kimbell) of Bard Manufacturing. Hear how the family mission and vision statement have influenced the company culture, how to keep a family business going and thriving over several generations, how to integrate external talent within your Board of Directors and leadership team, how the company has pivoted over time, and why it’s so important to keep it a family business. Learn more about Bard Manufacturing at BardHVAC.com and check out the flipbook celebrating their 110th anniversary: https://online.flippingbook.com/view/912787504/

Connect with Jordan at WSWealthManagers.com

The psychological aspect of finance is not one to be slept on. In this episode, Host Jordan Rodriguez interviews Dr. Moira Somers, Founding Partner and Chief Learning Officer of Blackwood Family Enterprise Services. She specializes in the growing new field of financial psychology and the associated family dynamics. Hear how money is tied to emotion, how it affects decision-making, what Moira’s process looks like with clients, the importance of clearly communicating your goals, and how high net worth families prefer to receive advice. Connect with Moira at MoneyMindAndMeaning.com, BlackwoodFES.com, on LinkedIn, and her book Advice That Sticks, and Jordan at WSWealthManagers.com

How do you avoid becoming an accidental philanthropist? In this episode, Host Jordan Rodriguez interviews Dan Nigito, CEO of American Philanthropic Advisors and Author of The Power of Leveraging the Charitable Remainder Trust. He's been serving the financial services industry for 35 years and specializes in using Charitable Remainder Trusts (CRTs), life insurance, and family foundations to create strategies for wealth accumulation and preservation. Hear what accidental philanthropy is, how taxation affects wealth accumulation, how to use CRTs, whether you can use them at a young age, and how much to put in them. Connect with Dan at Nigito.com and on LinkedIn, and Jordan at WSWealthManagers.com

Real estate is often overlooked as a business asset. In this episode, Host Jordan Rodriguez interviews Blair Wood and Kevin Joseph, Partners at Weber Wood Medinger. They’re an expert real estate investment advisory that started in 1968. Hear why it’s important to consider the real estate before selling your business, how a sale leaseback works, how to get the right people at the table, how the market has changed in recent years, and how to understand the opportunities and risks with your real estate. Connect with Blair and Kevin on LinkedIn and at WWMRealEstate.com, and Jordan at WSWealthManagers.com

How is a business valuation determined? In this episode, Host Jordan Rodriguez interviews Shina Culberson, President of Quist. She has over two decades of financial and valuation experience and specializes in business and securities valuation engagements for corporate finance, financial reporting, and tax purposes. Hear the 4 phases of the business owner journey, what goes into a business valuation, why business owners should care about their valuation, common mistakes that make businesses less attractive, and how much to focus on the business vs. in the business as a business owner. Connect with Shina at QuistValuation.com and on LinkedIn, and Jordan at WSWealthManagers.com

Exit planning starts long before the exit. In this episode, Host Jordan Rodriguez interviews Scott Snider, President of the Exit Planning Institute (EPI) and Operating Partner of Snider Premier Growth, a small family investment company. He’s a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Hear his entrepreneurial background, the ways the government can help small business owners, how the demographics of business owners have changed over the past decade, how we can improve exit planning education, and the most difficult part of the exit planning process. Connect with Scott on LinkedIn and Jordan at WSWealthManagers.com

Learn more about exit planning here:

EarnCEPA.com

OwnerReadiness.com

M&A is a process - not an event. In this episode, Host Jordan Rodriguez interviews Scott Mashuda, Co-Founder and Managing Director of REAG. They’re a certified and award-winning lower-middle market investment bank who are experts in the sale, acquisition, valuation, dissolution, and consolidation of closely-held companies. Hear how Scott decided to start his own firm, what we can learn from failure, how to make your business attractive to buyers, common misconceptions about M&A, and how to look at the big picture - not just price. Connect with Scott at REAG.com and Jordan at WSWealthManagers.com

Welcome to Price Discovery: Money & Mindset! It takes a ton of effort and experience to become an elite operator. In this episode, Host Jordan Rodriguez interviews Jon Park, the retired Founder, Chairman, and CEO of Westfield Bank - a 2001 startup and now one of Ohio’s largest community banks. He currently serves as a Director of 4 corporations - 2 as Chairman - and works with business owners, CEOs, and CFOs as an advisor, coach, and independent sounding board on business strategy, financial, acquisition, and talent matters. Hear how to make hiring decisions, your most important responsibilities as an operator, how to find organic growth opportunities, what to look for in an executive assistant, and the biggest misconception about being a CEO. Connect with Jon at JonParkAdvisory.com and on LinkedIn, and Jordan at WSWealthManagers.com