Savage to Sage · 2024-01-31 · 42 min
In this episode of Savage to Sage, host Daniel Fuller welcomes Josh Kanter, the entrepreneur behind Leaf Planner, for a deep dive into succession planning and the legacy of entrepreneurship. They explore the intergenerational challenges and opportunities faced by family-owned businesses, Kanter's personal commitment to building a mission-driven company, and the vital balance between personal identity and business sustainability. Listeners will gain insight into Kanter's sage wisdom on nurturing a business that not only thrives economically but also creates a lasting impact. Key Topics 00:00 - Overseeing family office, advising on legacy. 05:07 - Left job to navigate through family challenges. 08:03 - Navigating complicated legalities in the wake of father’s passing. 12:00 - Creating Leaf Planner for helping families. 16:45 - Handling unexpected loss and managing complicated affairs. 20:47 - Providing financial planning solutions and navigating family inheritance discussions. 26:45 - Experience informs entrepreneurial approach. 31:20 - Building a mission-aligned, trusting team is crucial. 33:08 - Founder's ego balanced with team and family.
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