Category: Uncategorized

Dr. Dave interviews Mitzi Perdue on WTMJ’s ALL BUSINESS radio show. Listen here.

Mitzi Perdue, successful business owner and author, comes from two family business dynasties – Sheraton Hotels and Perdue Farms.  She’s making an exclusive, one-day only appearance in Milwaukee at Marquette University on April 11th at the invitation of Family Business Legacy Institute. Dr. Dave had the opportunity to interview Mitzi on Saturday, March 31st.  Listen… Read more »

Economist Talk Sheds Light on the Future

On February 14, FBLI family members gathered at the Wisconsin Club’s Country Club to hear Dr. Mike Knetter of the University of Wisconsin Foundation speak on his vision for our economy. The hour-long presentation offered many insights including: 2018 Outlook -S&P 500: +8% -Real GDP growth: +2.25%, with momentum waning toward year end -Expect unemployment to… Read more »

Snifters Event Features Networking and Tapas

On January 24, FBLI members got together for some networking and delicious tapas at Snifters. The restaurant, which opened in August, is located at 606 S, 5th Street in Walkers Point and features Latin and Soul cuisine served on small plates (tapas). The FBLI family was treated to a delicious Latin rice with fried chicken… Read more »

Happy Holidays From FBLI

On December 5, FBLI family members gathered at the home of Dr. David Borst and Beth Borst to share a little holiday cheer and reminisce about 2017.  A fun time was had by all. We would like to extend a special thanks to the Borsts for opening their house for this special event.

ITA students hit the airwaves on the ALL BUSINESS radio show, hosted by Dr. Dave of FBLI

    FBLI members, Kulbir Singh and Jess Tuli founded ITA, a choice school located on Milwaukee’s northwest side ten years ago. Their hard work, grit, passion, sweat, tears and joy have grown the school to more than 250 students. With a heavy emphasis on reading skills, their mantra is: Success is the only option. The stories are heart-breaking and… Read more »

Why are mature family-owned businesses vulnerable to decline and failure?

From a strategic perspective, family-owned enterprises are most susceptible to accelerated decline and failure precisely because of their own reliance on the individual entrepreneur or next-generation CEO. The hero, who founded and led the young business to accelerated growth, displays a natural disdain for organizational architecture, and for establishing systems, professional managerial practices, and governance… Read more »

Service Providers Roundtable Wrap-Up

On November 13, FBLI service provider members got together to hear a breakfast presentation by Dan Matola, CFA, President and Chief Investment Officer of Jacobus Wealth Management. Dan provided an overview of the current economy and what it means for family owned service provider businesses. Some key take away points: -The US economy is picking… Read more »