Joshua Driskell went from a town of 1,200 people in rural Ohio to leading Lagerlof, a Pasadena law firm of more than 120 people that guides high net worth families through tax, estate, real estate, and the sale of the businesses they spent a lifetime building. In this episode of the Risky Assets Podcast, Charlie and Joshua get into the honest work behind that climb.
They dig into why fair is not always equal in a family business, how to actually prepare a company for sale, building a brand that outlives the founders' names, hiring to your weaknesses, and the hardest skill for any owner: learning to say no and protect your time.
Joshua Driskell: https://www.lagerlof.com/teams/joshua-r-driskell/
Lagerlof, LLP: https://www.lagerlof.com/
TIMESTAMPS
0:00 Meet Joshua and what Lagerlof does
2:11 Selling a business the right way
4:45 When family and business collide
9:29 From Ohio to California
23:36 Going solo and one lucky lunch
31:58 Merging up: build a brand, not a name
43:43 Leading a firm: one voice, the right team
49:19 Why the right clients beat more clients
56:31 The exit, giving back, and the long game
ABOUT RISKY ASSETS
The Risky Assets Podcast is produced by Greyhawk Premier Insurance Solutions. Every episode is an honest conversation with entrepreneurs about building businesses, taking smart risks, and protecting what you create.
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What is Risky Assets?
What do you really know about insurance? Charlie Deaver and Daniel Clarke host Risky Assets, a podcast about insurance, financial strategy, entrepreneurship, and business management. They talk about how insurance is a means to investing in the future, and a necessary tool to be wielded by business owners. Their goal in both the podcast and their work at Greyhawk Insurance is to educate people on what proper structure is for their insurance, to think creatively about risk, and to share their experience with business owners who care about doing insurance right.