Jennifer Lee is a highly experienced financial expert and the founder of Modern Wealth, a Sarasota-based firm specializing in guiding individuals through significant life transitions. With over three decades of industry experience, Jennifer's approach is deeply rooted in understanding her clients' values and aspirations, translating financial resources into meaningful life goals. She particularly focuses on empowering women through life changes such as divorce, inheritance, and retirement planning, bridging the emotional and financial aspects seamlessly. Central to her philosophy is the concep ..read more

Gina Cotner is the founder and CEO of Athena Executive Services, a pioneering firm that pairs virtual executive assistants with busy entrepreneurs and executives across the United States. With over 15 years of experience working remotely on national and international teams, Gina brings a wealth of knowledge in optimizing productivity and streamlining operations. She has a passion for empowering her team members and fostering a culture of innovation within her organization. Dorian Zarbakhsh serves as the Operations Manager at Athena Executive Services, working closely with Gina in the process o ..read more

Jay Dixon is a dynamic entrepreneur and former athlete who has seamlessly transitioned his passion for sports into the world of business. With a background in football and a drive for success, Jay founded multiple successful companies and actively participated in numerous business transactions. His latest endeavor, SuccessCoach.com, stands as a testament to his commitment to helping athletes navigate the challenging transition from sports to entrepreneurship. Through his expertise and proven methodologies outlined in his book "After the Game," Jay empowers athletes to unlock their full potenti ..read more

Dan Whittaker, a seasoned CPA and entrepreneur with over 30 years of experience, stands at the intersection of financial expertise and family business insight. As the founder of Whitaker and Company, established in 1999, he has dedicated his career to helping family-owned and closely held businesses in the lower-middle market achieve financial success and build wealth. Growing up amidst entrepreneurial roots, Dan draws from personal experiences to guide clients in navigating the complexities of tax mitigation, financial reporting, and wealth creation. His strategic approach, deeply rooted in u ..read more

Justin White is the CEO of K&D Landscaping, a family business that he took over at the age of 25. Under his leadership, the company has experienced significant growth, expanding its revenues, profits, and enterprise value. Justin is also a coach and the founder of The JW Group, where he helps other entrepreneurs and business owners achieve their goals and find fulfillment in their work. SHOW SUMMARY In this episode of The Disruptive Successor Show, Jonathan Goldhill interviews Justin White, CEO of K&D Landscaping and founder of The JW Group. Justin shares his journey of taking over hi ..read more

In this episode of the Disruptive Successor, Jonathan Goldhill and Les O'Hara delve into the essential elements of entrepreneurial success, focusing on mastering time management and leveraging automation tools for business growth. Les shares his journey as a serial entrepreneur and the pivotal role of financial education, marketing, and CRM systems in scaling businesses. Discover how prioritizing tasks and delegating effectively can unlock significant potential for business owners. KEY TAKEAWAYS Financial Education: Implementing sound financial practices and understanding key metrics is essen ..read more

In this episode of the Disruptive Successor, Jonathan Goldhill  delves into the world of acquiring family businesses with Kevin Bibelhausen, Principal at Fruition Capital. Discover the secrets of acquiring stable operating businesses, the challenges faced, and the strategies to navigate the complex acquisition market. From overcoming obstacles to finding the right deals, this episode provides insights and inspiration for next-generation leaders looking to disrupt the status quo in family businesses. KEY TAKEAWAYS Diversify or Decline: Kevin emphasizes the importance of diversifying both ..read more

In this episode of the Disruptive Successor, Jonathan Goldhill explores the intersection of success, fulfillment, and spirituality with guests Steven D'Angelo, a technology executive turned consultant, and Father Arnold Rosney, a Catholic priest with extensive experience in pastoral care. Together, they delve into the essential components of a fulfilled life, the role of spirituality in success, and the dynamic interplay between personal and professional goals. KEY TAKEAWAYS Celebrate Your Differences: Happy and successful individuals celebrate their uniqueness, fostering strong self-esteem a ..read more

In this episode of the Disruptive Successor, Jonathan Goldhill engages in an insightful conversation with Richard Parker, an expert in business acquisition and a managing partner at Diomo. Richard shares his journey from mentoring Ray Dalio's son to his extensive experience in buying and selling businesses. He delves into the critical importance of honesty, radical transparency, and aligning skills with business acquisitions. The episode explores the pitfalls of business buying, the role of experience versus expertise, and Richard's mission to empower aspiring entrepreneurs in making informed ..read more

Join host Jonathan Goldhill on the Disruptive Successor show as he delves into the incredible journey of Zach Carlin, a former professional athlete who ventured into entrepreneurship. In this episode, Zach shares how his experiences as a fighter and CrossFit competitor shaped his mindset and approach towards business, highlighting the crucial connections between discipline, personal development, and entrepreneurial success. KEY TAKEAWAYS The Power of Discipline and Synergy: Explore how the discipline and focus honed through athletic pursuits directly translate into entrepreneurial success. In ..read more