Family Business Succession Plan Case Study | 840
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Show Notes
On this episode of The Inside BS Show, Dave Lorenzo sits down with Bruce Werner, third-generation business owner, entrepreneur, private equity partner, and founder of Kona Advisors, for a deep dive into the realities of family-owned and privately held businesses. Drawing on his personal journey from family manufacturing to advising middle-market companies, Bruce shares hard-won lessons about governance, succession planning, and the emotional complexity of leading a family business.
This candid conversation covers:
- The hidden dynamics that sabotage family business succession
- Why outside advisors can be the difference between chaos and clarity
- How to balance the roles of owner, leader, and family member without losing your mind
- The good, bad, and ugly of private equity from both sides of the deal table
- Why a structured “ownership strategy” matters more than ever for long-term value
If you work with family businesses or own one, this episode is a blueprint for thinking differently and leading more effectively.