Bigger Than Business

In this episode of Bigger Than Business, James D. Shields, President of Shields Legal Group, shares his journey from attorney to entrepreneur and strategic investor. He reveals how integrating legal expertise with business strategy helps companies maximize value and prepare for successful transitions.Shields discusses the Growth-to-Exit program, which guides founder-led businesses in increasing their worth before a sale. He also delves into the emotional aspects of business exits, estate planning, and preserving family legacies. With insights from his book, Wealth That Lasts: 10 Principles of Legacy Wealth, Shields emphasizes values-based wealth management and the power of entrepreneurship to drive meaningful change.#BusinessGrowth #Entrepreneurship #WealthManagement #LegalStrategy #BusinessExit #FamilyBusiness #TrustBuilding #LegacyWealth #GrowthToExit #BiggerThanBusiness

Discover the inspiring journey of Tillie Burgin, founder and director of Mission Arlington, in this episode of the Bigger Than Business Podcast. For nearly four decades, Tillie has been at the forefront of transforming lives in the Dallas-Fort Worth Metroplex. Learn how Tillie's vision of "taking church to the people" grew from a simple Bible study in apartments into a comprehensive ministry serving thousands daily, committed to meeting both physical and spiritual needs with no strings attached. This episode offers a compelling look at how one woman's vision and dedication can create lasting change in a community, demonstrating that true mission work knows no boundaries.

On today's episode of Bigger Than Business, Jeff Holler and Chris Cassidy discuss the significance of purpose-driven success. Chris, a former Navy SEAL and astronaut, shares his leadership journey, from high school sports to the Naval Academy, and his experiences in space missions. He highlights the importance of authenticity and confidence for new leaders and recounts a humorous yet profound leadership lesson from his SEAL days. They discuss handling team shortcomings, survival rates of new businesses, the value of training for adversity, and the importance of planning and adaptability, with Chris sharing updates on the National Medal of Honor Museum in Arlington. The grand opening is March 25, 2025. National Medal of Honor Museum:https://www.mohmuseum.orgWork with Jeff Holler:https://www.TheCapitalChartRoom.com

How can a community keep its children in school and on a pathway to graduation and beyond? How can public-private partnership build a program for disadvantaged kids that becomes effective even beyond its creators’ dreams? Listen as our guest shares how the Fields and Futures program was created, its exponential impact on the youth of Oklahoma City, and how a “stone soup” mentality enriched the project to benefit the entire community. Tim McLaughlin says he feels fortunate to have his family’s values that built Advance Food Company, the business his father David co-founded in 1973. As Vice President of Corporate Accounts, Tim had over 25 years of experience helping the company grow from $25 million in sales to $900 million before the family sold a majority interest in 2010. Through his family business experience, Tim learned how to “connect the dots” and identify and overcome obstacles to achieve a sustainable, long-term vision. After the sale, Tim felt blessed to have the luxury of investing in projects where he and his wife Liz can make a big impact, that are sustainable, and where he can use his unique ability to build strategies that achieve the long-term vision. They founded Fields and Futures, a non-profit that helps overhaul and maintain school playing fields so kids can find a pathway to graduation and beyond by keeping them engaged in sports and school. Tim has a degree in Business Management from the University of Oklahoma. He serves as director on several local organization boards including the Oklahoma Zoological Society, Police Athletic League, Oklahoma City Public Schools Foundation, and Heritage Hall Board of Trustees. Tim also serves as an OKC member of the Neighborhoods Subcommittee and as an Advisory Board Member for ArtSup?!, a creative after-school extended learning opportunity for inner city youth. In 2017, Oklahoma City University honored Tim with the Able Lemons/Paul Hansen Award for Sports Excellence. Tim and Liz have four children and live in Edmond, Oklahoma. Bigger Than Business is the show where you’ll discover real-world stories of business owners living their purpose. You’ll encounter men and women all over the world who draw strength from understanding why they do what they do and how they remain true to that purpose through the ups and downs every business owner will face. www.thecapitalchartroom.com

What is Servant Leadership, and what does it bring to the lives of others? How does being told you’re “too stupid” parlay into an almost 40-year career as a respected and sought-after architect and developer? How do you create from tragedy a way to help families across the nation? Listen as our guest, Isaac Manning, shares how his success came from failure, how he engages in servant leadership to build communities, and how his creation and involvement in the “Light the Trail Ride” is providing people nation-wide a way to open up communication on depression and suicide. Isaac Manning has over 37 years of experience in real estate as an architect, developer, strategic planner, and consultant in both domestic and international markets, focusing on public-private partnerships that have major economic impact in their regions. Isaac was an architect in Washington, DC, before joining Hillwood in Texas. Currently, Isaac is Founder and President of Trinity Works, which provides servant leadership to families and institutions through real estate development, focusing on innovation, investment, and implementation. Among Isaac’s other accomplishments are the reinvention of Arizona State University’s Sun Devil Stadium, site selection of the National Jamboree for the Boy Scouts of America and development of the Summit Bechtel Family National Scout Reserve in West Virginia, and playing a key role in the development of the United States Air Force Memorial in Arlington, Virginia. Isaac has been engaged in a variety of civic and community organizations and boards, and he also co-founded the Jordan Elizabeth Harris Foundation. In 2017, Isaac and Tom Harris completed the 3,700 mile Light the Trail Ride following Lewis and Clark’s route from Oregon to Washington, DC, to raise funds and awareness to battle the stigma of depression and suicide. Isaac holds an undergraduate degree from Vanderbilt University and graduate degrees from Virginia Polytechnic Institute and State University and MIT. He is a native North Carolinian and lives in Fort Worth with his family. Bigger Than Business is the show where you’ll discover real-world stories of business owners living their purpose. You’ll encounter men and women all over the world who draw strength from understanding why they do what they do and how they remain true to that purpose through the ups and downs every business owner will face. www.thecapitalchartroom.com

Why is it important to train people how to treat you? How can knowing your guiding principles establish your path to success? How can leveraging your capabilities affect not only your future, but the futureof those around you? Listen as our guest shares why it’s necessary to lean into the hard stuff, why giving should be about more than just money, and how it is never too late to be the person you were destined to be. Janeé Hill is a seasoned strategic brand builder, television producer, and motivational speaker. She is best known for her bottom-line business approach, out-of-the-box thinking, and making big things happen. She began her career in leadership development and performance analysis at Southwest Airlines before launching her own consulting firm. Janeé then started her own television production company, mHe3 Productions, committed to authentic, positive programming designed to make a difference. In 2011 - 2013, Janeé executive-produced and hosted The Janeé Hill Show, a television series that tackled everyday issues that single women face, with heart, humor and a hands-on approach. In 2014 Janeé founded H3 Ministries, a not-for-profit designed to share the hope, help, and healing power of Christ through media, mentorship, and life events. She is also the founder of Women of Excellence, a multi-media platform for high-achieving women to connect, learn, and grow. On the horizon, Janeé will be launching Unbroken in the first quarter of 2023. Unbroken is a multi-media platform that will feature all forms of media, live events, and an app, through which women of faith will be able to connect, support one another, and grow. Janeé earned a Bachelors in Radio, TV, and Film from Texas Christian University. She and her husband, Randy, live in Wichita Falls, Texas, and have four children. Bigger Than Business is the show where you’ll discover real-world stories of business owners living their purpose. You’ll encounter men and women all over the world who draw strength from understanding why they do what they do and how they remain true to that purpose through the ups and downs every business owner will face. www.thecapitalchartroom.com

How do you decide if you need a Family Office? What goes into building one that will truly serve your family’s needs? What role does intentionality play in its design and success? Listen as our guest shares with us how a commitment to shared values created a need for a Family Office to steward his family’s resources in a way that impacts not only generations of family members, but an entire community, as well, and how communication and clarification of objectives helps maintain trust, respect, and good dynamics within the family. Rob McLaughlin worked his way from District Sales Manager to Senior VP of Sales and Marketing in Advance Food Company, the business his father David co-founded in 1973. When the family sold a majority interest, they recognized a need for a more formalized structure to manage the assets, and Rob stepped up to lead what became Square Deal Capital to steward the family’s assets after the sale. Rob earned a BBA in Marketing from Texas Christian University’s Neeley School of Business. He has served on the boards of the Regional Food Bank of Oklahoma and Westminster School and currently serves on the boards of Watermark Bank, i2E Management Company, the McLaughlin Family Foundation, and Young Presidents Organization OKC. Rob enjoys escaping to the mountains with his family and watching and playing sports with his sons. He and his wife Chrissy live in Oklahoma City, Oklahoma, with their sons, Michael & Kyle. Bigger Than Business is the show where you’ll discover real-world stories of business owners living their purpose. You’ll encounter men and women all over the world who draw strength from understanding why they do what they do and how they remain true to that purpose through the ups and downs every business owner will face. www.thecapitalchartroom.com

Why is the success of an organization dependent on the health – not just physical health, but also mental and spiritual health - of the leader? When the microculture of a team is set by leadership, how can business owners refocus the parts of their own brains to help cultivate their employees’ most forward-thinking and creative efforts? Listen as our guest shares why some companies become plateaued due to leaders’ negative non-verbals having a trickle-down effect on their teams, how stressors can prevent leaders from being fully present at work or at home, how the “imposter syndrome” sabotages their confidence and balance, and how having a “Board Meeting with themselves” can help business owners achieve the self-cohesion necessary to be effective and exceptional leaders. As CEO of Dr. Crawford & Associates in Keller, Texas, Shannan continues a family tradition of successful business owners and uses her skills and knowledge to help not only her patients in their personal lives through individual, couples, and family counseling, she also empowers entrepreneurs with her unique strategies to enhance the effectiveness of their leadership. She innovated the Restoring-Self-Cohesion model, which assists leaders in navigating common obstacles including self-sabotage, procrastination, self-limiting behaviors, and lack of work-life balance found in themselves and in those they lead. Shannan is also a national and international speaker, is an adjunct professor at The King’s University in Texas, hosts her own popular podcast, “Unlock U with Dr. Shannan Crawford,” and is an author working on a fictional trilogy. She has served on the boards of philanthropic organizations such as 4Word and Kingdom Business Leaders, as well as lead groups that foster faith, community, and service. Shannan earned her Masters and Doctorate degrees in Clinical Psychology from Regent University in Virginia Beach, VA. A California native, Shannan now lives in Keller, Texas. Bigger Than Business is the show where you’ll discover real-world stories of business owners living their purpose. You’ll encounter men and women all over the world who draw strength from understanding why they do what they do and how they remain true to that purpose through the ups and downs every business owner will face. www.thecapitalchartroom.com

How can you shed 60% of your client base and still grow? How can a CPA take time off right before April 15, a notorious deadline in the industry, while others are sweating and working overtime? How can setting boundaries with your clients lead to a prosperous, more holistic business? Listen as our guest, Jackie Meyer, tells us how she built her own practice after being fired for having too much of an entrepreneurial mind-set, what attributes led to her becoming a much sought-after consultant on best practices, and how what she calls Meraki Leadership leads to a fulfilling life in both work and at home. Jackie Meyer leads Meyer Tax Consulting, a team of top-tier talent across the US, that specializes in Tax Strategies Planning, Business Development and Leadership Coaching programs for a high return on investment. Jackie also founded TaxPlanIQ, a tax firm planning application that helps with calculations, planning and organization, and she has pledged to dedicate ten percent of the profits to charity this year. Jackie, a CPA, Certified Concierge Accountant, and a Certified Tax Specialist, is a member of the Forbes Finance Council and has written several published articles for Forbes, which can be found online. She earned a BBA Finance from the University of Texas at Arlington, a Master of Science in Accounting from Southern Methodist University, and is currently working on a Doctorate of Strategic Leadership at Regent University. Jackie is married to Mark, and they live in Southlake, Texas, with their two children. Bigger Than Business is the show where you’ll discover real-world stories of business owners living their purpose. You’ll encounter men and women all over the world who draw strength from understanding why they do what they do and how they remain true to that purpose through the ups and downs every business owner will face. www.thecapitalchartroom.com

How can recognizing the need to pivot your plans lead to a bigger sense of purpose? How can facing the reality that you are better off partnering with others, rather than going it alone, build greater success? How can recognizing the need to pivot your plans lead to a bigger sense of purpose? How can facing the reality that you are better off partnering with others, rather than going it alone, build greater success? Listen as our guest shares with us how following a highly successful career as a leader in the Air Force, he built a real estate business that serves the community through housing in what he calls the “second mile,” and also helps others reclaim their time to pursue their life’s passion. Lane Beene has accomplished two professional dreams so far in his lifetime: He became an Air Force fighter pilot, eventually becoming a Lt. Colonel, and he founded a real estate business which eventually led to investing in and restoring distressed multifamily properties with a vision to help these housing communities and their tenants flourish. Lane’s core business values are: Think Big, Love people through housing, and something he calls the 2nd Mile Effort. Lane earned a Bachelor of Science degree in 1991 from the United States Air Force Academy, and a Master of Business Administration from Sul Ross State University in 1997. Lane and his wife, Dana, life in Crowley, Texas, and have two children in college.

How can being involved in organizations during your youth prepare you for unexpected events in your business future? Where do you turn for advice when you feel overwhelmed by responsibility, and you are having to learn as you go? And when personal tragedy strikes, how can the planning of one individual transform entire communities? Listen as our guest shares with us how he helped a family empire weather the storms of state and global downturns through the decades, and how a parent’s worst nightmare transformed into a legacy that fulfills the dreams of others in remote areas of the globe. Bio: Larry Bell started out as a young CPA from New Mexico before he moved to Texas when he married Ellen, who was part of a well-known ranching family. Together, Ellen and Larry own Parks Bell Ranch and Kalpowar Quarter Horses. Larry serves as president and board member of the Amy Bell Charities, as well as the Ellen and Larry Bell Foundation. He also serves or has served on numerous boards, and he has held officer positions for other foundations and organizations, including the Beal Foundation, the National Reined Cow Horse Association, Big Brothers Big Sisters, the Arthritis Foundation, Boys Club, First Presbyterian Church Midland, and the American Quarter Horse Association Foundation Council – just to name a few! Larry was inducted into the NRCHA Hall of Merit in 2017, and he has won several awards. Larry and Ellen just celebrated their 50th wedding anniversary and split their time between the ranch in Parker County and a home in Fort Worth, Texas. They have three children, Matthew, Brian, and Amy, and four grandchildren. Bigger Than Business is the show where you’ll discover real-world stories of business owners living their purpose. You’ll encounter men and women all over the world who draw strength from understanding why they do what they do and how they remain true to that purpose through the ups and downs every business owner will face. www.thecapitalchartroom.com

How can companies struggling with an employment landscape that is “opportunity long and talent short” attract future team members for the long haul? How can nurturing an emotional connection for your existing team to your company’s values position your company to attain the best, right-fit employees? What are the differences between Millennials and Generation Z, coming out of colleges today, and how can understanding those differences give you an edge in your talent management strategy? Listen as our guest shares with us how developing an intellectual and emotional connection to our organizations will help attract and retain employees at all stages of their careers, and how valuing your existing team in ways that turn them into ambassadors willing to help recruit the employees you need will build a better future for all. Bio: Daniel Pullin is dean of Texas Christian University’s Neeley School of Business, and former dean of the Michael F. Price College of Business at the University of Oklahoma. Prior to his career in higher education, Daniel worked at McKinsey & Company, a global consulting firm, Hicks Muse Tate & Furst, a leading private equity fund, and served as a vice president for Home Interiors & Gifts. Daniel, a licensed attorney, has served on multiple boards and coalitions, and has won teaching awards several years in a row. Daniel earned undergraduate degrees in accounting and finance from the University of Oklahoma, an MBA from Harvard Business School, and a juris doctorate from the University of Oklahoma. He and his wife, Tamara, have two sons and live in Fort Worth, Texas. Bigger Than Business is the show where you’ll discover real-world stories of business owners living their purpose. You’ll encounter men and women all over the world who draw strength from understanding why they do what they do and how they remain true to that purpose through the ups and downs every business owner will face. www.thecapitalchartroom.com