Crafting a Company That Outlives Its Founder with Josh Kanter
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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.
40:03 - Appreciate authenticity, challenges of entrepreneurship, belief in possibility.
Guest Bio
Josh Kanter is a Founder and CEO of leafplanner and Principal at Josh Kanter Wealth Advisory Services. He is multifaceted professional who navigates the intricate world of family wealth with a deft hand and a focus on legacies that extend beyond mere finances. He thrives on providing personalized guidance to other families, drawing on his profound understanding of the multifaceted aspects of wealth management.
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FullStack also produces the Savage to Sage podcast, co-hosted by Partner and VP of Business Development, Daniel Fuller and Senior Account Executive, Kyle Maloney.
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