In this episode, Tony Brausen, a veteran former executive and current board director for several major companies (including 2025 Private Company Board of Year honoree Adolfson & Peterson), discusses how family businesses can marry career development and succession planning — and how the board can help. This episode also features an interview with Brian Birdy, leader of third-generation PMI Birdy Properties in San Antonio, Texas, who discusses balancing his family business with his new gig as the southern regional developer of indoor pickleball court franchise Dill Dinkers. This episode also features more of our conversation with previous guests Olivia and Brad Mountz, who recently sold their family business, torque tool manufacturer Mountz Inc., to Snap-On but stayed on as executives at the company.

This episode is brought to you by Element Pointe, an independent multi-family office and wealth management firm dedicated to guiding individuals and their families through important financial, investment, lifestyle and interpersonal matters — in turn, helping clients build a secure future and enduring legacy.

Interested in being a guest or have a topic you’d like to hear us discuss? Contact host Zack Needles, editor-in-chief of Family Business Magazine, at: zneedles@familybusinessmagazine.com.

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