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Guest Speaker: Bradley G. Fisher, Managing Partner, Featherstone Holdings

Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute

Description: Successful multi-generational family businesses are rare, but they shouldn’t be. This roundtable is designed to highlight issues faced by family business owners and their advisors, specifically related to strengthening and growing their operating companies.

This is a nuts-and-bolts discussion that will help participants consider how to engineer scalability into and enhance financial performance of ongoing businesses.

We will focus upon the three building blocks of Family Business Success: Engagement, Clarity, and Scalability. In particular, we will spend time digging into The Six Scalabilities:

  1. Leadership & Culture
  2. Market Focus & Fit
  3. Business Model & Finance
  4. Team Alignment, & Capacity
  5. Infrastructure & Technology
  6. Workflow Processes

This will be a two part series.  We will continue the conversation on Tuesday, September 3rd.

Introduction to Our Guest Speaker

Brad Fisher works with family business owners who want to unlock the long-term potential of their companies and their families. He also speaks and writes about how to achieve and sustain Family Business Abundance.

Brad is the co-founder and Managing Partner of Featherstone Holdings. He has devoted most of his career to entrepreneurship in the business-to-business, technology, healthcare, and investment management arenas.

In recent years, Brad co-founded or led the acquisition of Elevated Billing Solutions, Recovery Help, and Sababa Health Outcomes and Analytics. While serving as CEO of those three companies, Brad developed an intense passion for the Behavioral Health sector.

Prior to Featherstone, Brad served as the CEO and Chief Investment Officer of Springcreek Advisors LLC, a California-based multi-family office, and he previously served as a general partner and the Chief Operating Officer for Pemigewasset Capital, a Connecticut-based family office and hedge fund.

Brad worked to build multiple ventures during his early career, including Aim 21, Incorporated, a software company that developed enterprise multimedia database systems for advertising agencies and their clients. After selling Aim 21 to Reuters in 1997, he founded Tailwind, Incorporated, an online resource center for entrepreneurs and small business owners. The American Towns Network acquired Tailwind in 2001.

Brad Fisher received an M.B.A. from Stanford University and a B.S. in Economics from the University of Minnesota. He is a member of the Board of Trustees of Saybrook University.

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