The Capital Region Family Business Center

Sometimes, the most productive thing that you can do is to step outside and do nothing but relax and enjoy nature. We hope you are taking the time to do just that today. Wishing all of our members a happy Labor Day! We hope it’s filled with friends, family and lots of relaxation. �

The Capital Region Family Business Center is here to help your family business grow and prosper through targeted programming, safe, confidential, and collaborative communication, and shoulder-to-shoulder experiential learning.We are honored to help you in your family business journey! �

�Learn more about becoming a member of FBC at https://capfamilybus.org/.

Welcome New Members: Allerion Consulting Group, Inc. Founded in 2006, Allerion Consulting Group provides engineering, consulting and code compliance services throughout Northern California and Northern Nevada. Their services include: Engineering Services, Consulting Services and Quality Control Management. They strive to find solutions and protect the best interest of their clients as they support the entire life cycle of a project!

Learn more at https://allerionconsulting.com/.

Are you a member interested in sharing your family business story and inspiring others? Be our guest on “A Seat at the Table” podcast this fall! Reach out to [email protected] today to secure your spot! We’d love to help you get your story out there!

Listen today at: https://www.buzzsprout.com/1984442 ��

FBC Member News! Congratulations on being recognized in the Michelin Guide!

We are beyond honored to receive the MICHELIN Guide Bib Gourmand for the 5th consecutive year! Thank you

This incredible achievement is a true testament to the passion and dedication of our amazing staff and our wonderful community, whose unwavering support has made these 85 years unforgettable.

As we celebrate this milestone, we are reminded that it’s the people—our loyal guests and our hardworking team—who make Frank Fat's truly special. Thank you for being part of our journey!

Welcome New Members: River Vista Farms.

Woody Yerxa is a 4th generation farmer with over 40 years of experience running a family farm. River Vista Farms, located in Colusa, expands over 3,500 acres and hosts 16 different crops. From fruits and vegetables to nuts and grains, the Yerxas are ever-mindful of the health of their soil and water quality, to ensure their crops are of the highest grade. Woody and Kathy have been fortunate to work with a talented group of people, bringing a diverse set of skills to their team over the last four decades, including their children, Melissa (and her husband, Antonio), and Mitchell.

Learn more about their history at http://www.rivervistafarms.com/

From planning for retirement, to considering a sale, or preparing to pass the torch to the next generation, there will be something to gain from our experienced panelists at our Fall Family Business Forum! Local business owners Nathan Esch, Jerry Fields and Arie Korver will be sharing their personal experiences, in successfully navigating through these transitions. Join us to learn more about selling and succeeding in family businesses and delve into the complexities of Employee Stock Ownership Plans (ESOPs). Register now, to join us at this educational event on Wednesday, September 18th at 8:30am.

For more information/registration, visit: https://capfamilybus.org/event-5773204

Technical Advisor Spotlight: JP Morgan Chase

A commercial bank that provides credit, financing, treasury and payment solutions to help your business succeed. JPMorganChase offers the best-in-class commercial real estate services for investors and developers and has the expertise and financial solutions to support your business from early stage to IPO— and everything in between!

Learn more at https://www.jpmorgan.com/commercial-banking

Give back and inspire others at the 2025 Generations Conference by sharing your journey and tips on effectively running a family business. Send your proposal in today!

For more information, visit: https://capfamilybus.org/Call-for-Session-Proposals

Thank you to everyone who joined us for the Family Business Tour of yesterday! It was a fantastic day of networking, learning about the business, and getting an exclusive behind-the-scenes tour. We had a great time connecting with peers, and are excited to see our members at future events. Stay tuned!

We're thrilled to announce our 6th Annual Generations Conference, happening on February 27, 2025! Your feedback is crucial in helping us tailor the conference to your needs.

Please take 5 minutes to complete our survey, and as a thank you, you'll have a chance to win a $50 gift certificate from one of our family business members – Fat Family Restaurants or Mikuni. Participate by this Friday, August 16th to be entered for a chance to win!

Take the survey - https://lp.constantcontactpages.com/sv/wDEBFMq/Generations2025

Join host Natalie Mariani-Kling with guest Dave Leatherby Jr. as they recount the inspiring journey of the Leatherby family from a small Iowa town to founding Leatherby's Family Creamery on the West Coast. Hear stories of overcoming financial struggles, support from unexpected places, and the transformative feature by the Sacramento Bee. This episode is a testament to faith, family, and the enduring impact of generosity.

Tune in to hear their legacy of faith, joy, and community! - https://www.buzzsprout.com/1984442/15512409

Reminder: Family Business Tour is just a week away! Join us for an exclusive look inside Holt of California on Tuesday, August 13th at 9am.

Register today - https://capfamilybus.org/event-5773248

Family Business Magazine: All businesses face challenging developmental stages. Family businesses have the additional challenge of accommodating generational changes in ownership and leadership. Explore the four developmental stages of family enterprises and their unique challenges.

Read the article - https://familybusinessmagazine.com/growth/strategic-planning/navigating-ages-and-stages-of-family-business/

We are thrilled to announce the launch of our new website! Designed to provide you with a more user-friendly and seamless experience. Check it out and let us know what you think!

capfamilybus.org

Meet the 2024 FBC Board of Directors! We are thrilled to introduce one of our newest board members, Nathan Boyce, CPA & Partner with BFBA.

Join us on Tuesday, August 13th, for our Family Business Tour of Holt of California. Get a behind-the-scenes look at one of the leading groups of Caterpillar dealers worldwide. The event includes a Q&A session and lunch!

Register today - https://capfamilybus.org/content.aspx?page_id=4002&club_id=416396&item_id=2346081

FBC Member News: Elite Service Experts is hosting a customer event on September 6th and would love for our FBC family to join them. You can RSVP at bit.ly/eliteopenhouse

Don’t forget to tune into our podcast “A Seat at the Table” Episode 25 featuring David Lawson, President of Lawson Mechanical Contractors.

David 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.

Listen today - https://www.buzzsprout.com/1984442/15200796

Family Business Article: Discover “10 Ways to Prevent 'Outsider Syndrome' In The Family Business”.

Family businesses thrive when they create a work environment where all employees feel at home. This article outlines specific steps to stimulate productivity and inclusivity among all employees—family members or otherwise.

Read here - https://www.homecaremag.com/operations/july-2024/10-ways-prevent-outsider-syndrome-family-business

Meet our 2024 FBC Board of Directors! Justin Borrowdale is a Shareholder with Weintraub Tobin, one of our founding Technical Advisors.

Did you miss our live podcast event last month? Not to worry! You can listen in now to discover the incredible legacy of NorCal Beverage.

Explore the complexities of family business dynamics, focusing on succession planning, leadership transitions, and the difficult and emotional decision to sell the business. Hear Shannon's son Riley share his personal account of returning to the family fold to save jobs and reflect on the pressures and rewards of taking on a leadership role in a newly developed company.

Tune in today - https://www.buzzsprout.com/1984442/15312445

Whether you’re spending the day with family, watching fireworks, or enjoying a well-deserved break, we wish you a safe and joyous 4th of July!

Technical Advisor Spotlight: InterWest Insurance Services

A full-service insurance brokerage providing commercial, employee benefits, surety and personal insurance solutions. InterWest operates on the premise that the needs of our clients come first. They represent a wide variety of industry groups and range in size from sole proprietors to those employing several thousand and paying annual premiums of millions of dollars.

Learn more at www.iwins.com

Join Our Leadership Team! The Family Business Center is looking for passionate and dedicated leaders to join our Membership and Programs Committees. This is a fantastic opportunity to contribute to the success of family businesses, collaborate with fellow professionals, and help shape the future of our organization.

Contact Megan Harding at [email protected] for more information.

Meet our 2024 FBC Board of Directors! Ryan Beatie is the 4th generation President of Holt of California, one of our founding family business members. You can hear his story on our podcast, “A Seat at the Table,” Episode 14. Listen here: https://www.buzzsprout.com/1984442/13135974.

Members can get an exclusive look inside Holt of California. Save the date for our next Family Business Tour on August 13th. More information is coming soon!

We are thrilled to announce the date for our highly anticipated Generations Conference, designed especially for family businesses in the Capital Region! Mark your calendars for February 27, 2025, and get ready for an inspiring day filled with learning, networking, and innovation.

Stay tuned for more details—this is an event you won't want to miss!

Thank you to everyone who attended our inaugural live podcast event featuring Shannon Deary-Bell and her son, Riley Bell. We are incredibly grateful to our host, Natalie Mariani Kling, for traveling all the way from Colorado to join us.

It was inspiring to hear from the family about the sale of their business and the exciting new ventures they are embarking on. We also had a fantastic time networking afterward! We can't wait to see our family business members at more events in the future!

Meet our 2024 FBC Board President! Maggie Bender-Johnson is the President/CEO of Bender Insurance Solutions, one of our founding family business members.