Upcoming Speaking Engagements and Presentations:

February 6, 2018 | Family Business Legacy Series| Seattle, WA

 Shared Vision and Enacting Change: Harbor Wholesale Foods

Harbor Wholesale Foods (then named West Coast Produce Company) was founded in 1923 by Carl Erickson, as a supplier of fresh food to logging camps in the Grays Harbor region. It is now one of the fifteen largest private companies in the state of Washington, catering to convenience stores, grocery stores, and restaurants.

The business has experienced rapid growth in the last fifteen years both organically and through acquisition. Growth was not a vision universally shared by all family members, however. Mike Erickson, the third generation chairman of the board of Harbor Wholesale, and his son Justin, the CEO of the business, led a buyout of family owners who were less comfortable with the expansion objectives, facilitating both management and ownership transition and accelerating the direction of growth.

Please contact Tara de Borja if you are interested in attending this event.

February 21, 2018 | Family Business Study Group| Seattle, WA

Salumi — A Seattle Institution

Armandino Batali and his daughter Gina will join us to share the story of Salumi Artisan Cured Meats, a Pioneer Square institution founded in 1999. As their website explains, Salumi is more than a place to buy great food, it is dedicated to the preservation and promotion of the handmade food traditions of Italy and the Mediterranean.

After 31 years at Boeing, Armo and his wife Marilyn accomplished their dream of creating Salumi in Seattle’s historic “garlic gulch.” Salumi is located a block from the first Italian food import store in Seattle, founded by Armo’s grandfather in 1903.

In 2002, Gina and her husband Brian joined the business. In 2014, Gina and Brian bought out Armo and Marilyn and in 2017; Gina and Brian took on two new business partners to help grow the business.

Please contact Tara de Borja if you are interested in attending this event.

Previous Speaking Engagements and Presentations:

September 20, 2017 | Family Business Legacy Series| Seattle, WA

Henningsen Cold Storage: The challenges of leadership

June 6, 2017 | Family Business Study Group| Seattle, WA

Financing Succession in the Family Business

May 16, 2017 | Family Business Legacy Series | Seattle, WA

Passing The Baton: Transitions In Family Business

March 1, 2017 | Association of Washington Business | Seattle, WA

12 Most Common Mistakes to Avoid in Selling Your Business

February 1, 2017 | DWT Family Business Legacy Series | Seattle, WA

Leupold & Stevens, Inc. – 110 Years Of Re-Investment And Development

November 16, 2016 | DWT Family Business Study Group | Portland, OR

Proposed Regulations to Valuation Discounts

November 10, 2016 | Association of Washington Business | Seattle, WA

Should I be an LLC, S-Corp, C-Corp: Choosing the Right Entity Type for Your Business, and how it can save you taxes when you eventually sell.

November 7, 2016 | DWT Family Business Legacy Series | Seattle, WA

The Non-family CEO

November 3, 2016 | DWT Family Business Legacy Series: Proposed Regulations to Valuation Discounts | Portland, OR

Proposed Regulations to Valuation Discounts

July 7, 2016 | Association of Washington Business Succession Planning | Olympia, WA

The Fundamentals of Succession and Estate Planning for Business Owners

June 7, 2016 | Pacific Family Business Institute: Family Business Succession  | Seattle, WA

Transitioning to Sibling & Cousin Generations

May 12, 2016 | DWT Family Business Study Group | Portland, OR

Pacific Family Business Institute (PFBI) Survey Results Reveal

May 2, 2016 | DWT Family Business Legacy Series | Seattle, WA

After the Sale

April 29, 2016 | DWT Family Business Legacy Series | Portland, OR

Powell’s Book’s | The Rise of an Empire

March 25, 2016 | DWT Family Business Study Group | Seattle, WA

Trends in the Northwest Family Business

January 20, 2016 | DWT Family Business Legacy Series | Seattle, WA

How our Business Survived Three Generations of Family Leadership and Ownership

November 13, 2015 | DWT Family Business Legacy Series | Seattle, WA

Governing of the Family Business

November 18, 2015 | DWT Family Business Study Group | Seattle Wa

Howard Wright

October 27, 2015 | DWT Family Business Legacy Series | Portland, OR

RM Wade: From Wagon Wheels to Artificial Rain

 September 24, 2015 | DWT Family Business Study Group | Seattle, WA

Re-framing The Family Business

June 2, 2015 | DWT Family Business Study Group | Portland, OR

The Role of a Fiduciary in Family Business Succession Planning

May 28, 2015 | DWT Family Business Legacy Series| Seattle, WA

Prospering for 140 Years – Baker Boyer National Bank

February 12, 2015  |  DWT Family Business Study Group  |  Seattle, WA

Effective Communications for the Family Business Advisor, featuring Michael Shadow of Shadow and Associates

February 10, 2015 | DWT Family Business Legacy Series | Seattle, WA

Leadership & Innovation featuring Cowles Company

February 4, 2015 | Seattle, WA

DWT Construction Industry Succession Planning

November 17, 2014 | DWT Family Business Study Group | Portland, OR

The Role of a Psychologist in Family Business Succession Planning, featuring Dr. Ron Dohr, Ph.D.

September 30, 2014 | DWT Family Business Legacy Series | Seattle, WA

Challenges and Opportunities in the Fast Growing Family Business, featuring Sprague Pest Solutions *Please note that this event is intended for family business owners and operators only.

September 23, 2014  |  DWT Family Business Study Group  |  Seattle, WA

Wallace Properties: Working with Outside Service Providers with Bob Wallace, Chairman and CEO of Wallace Properties, and Bob Nuber, Chairman Emeritus of Clark Nuber

June 6-8, 2014 | Portland, OR

Family Enterprise Research Conference

May 22, 2014  |  DWT Family Business Study Group  |  Seattle, WA

Inside Family Businesses: What I’ve Learned as a Biographer, Storyteller, and Confidant to Family Businesses with Robert Spector

May 20, 2014  |  DWT Family Business Study Group  |  Portland, OR

2014 Northwest Family Business Survey Results with Rich Simmonds and Mark T. Green

April 30, 2014 | DWT Family Business Legacy Series | Seattle, WA

Preparing the Next Generation: Innovating in the Family Business, featuring Wilcox Family Farms *Please note that this event is intended for family business owners and operators only.