family business awards - Conway Center for Family Business
Transcription
family business awards - Conway Center for Family Business
2012 FAMILY BUSINESS AWARDS 14th Annual Awards Recognizing Central Ohio’s Outstanding Family Businesses www.familybusinesscenter.com SPONSORED BY: Advertising supplement to Columbus Business First 2 Conway Center for Family Business - 14th Annual Awards Advertising Supplement to Columbus Business First November 2012 The Conway Center for Family Business Welcome Message from the Directors: The Key to Family Business Success T he Conway Center’s Family Business Awards event was established in 1999 to recognize excellence in family business. More than 120 Central Ohio family-owned businesses have been honored since the first awards event. Each November, family business leaders look forward to the Family Business Awards Luncheon to celebrate the successes of Central Ohio’s family-owned businesses. Each summer, the Conway Center invites nominations of family-owned businesses that deserve recognition for their significant accomplishments. We encourage you to nominate outstanding businesses for award recognition in 2013. Deana Gordon Associate Director Dick Emens Co-Founder and Executive Director Family-owned businesses are a key contributor to our region’s economy. According to conservative estimates, there are more than 6,000 family-owned businesses in Central Ohio that contribute jobs, taxes, and support of community organizations. The Family Firm Institute reports that family-owned businesses comprise more than 80 percent of business enterprises in North America, account for 64 percent of the national GDP, and employ 62 percent of the U.S. workforce! FAMILY BUSINESS EDUCATION 4th Annual Family Business Tour at A. D. Farrow Co. Harley-Davidson Annual events facilitate member interaction and develop deeper relationships among new and prospective members. business leaders Nine educational programs provide valuable information on family business topics using informative speakers, case studies, and input from family business owners and experts to discuss family business issues and challenges from their personal perspective or professional experience. Quarterly roundtables and webinars also are offered to provide more intensive training on select topics. to future generations FAMILY BUSINESS PEER GROUPS Provide educational support and peer interactions Offer networking opportunities with highly successful family Assist family business leaders with transitioning their businesses Celebrate the accomplishments of outstanding family businesses NETWORKING AND SOCIAL EVENTS The Conway Center for Family Business also helps family businesses be profitable and successful, assists family business owners with transition to the next generation, and increases awareness of contributions of family businesses to Central Ohio’s economy. Our offerings include: The over-arching mission of the Conway Center for Family Business is to help family-owned businesses grow and prosper. We recognize and celebrate the accomplishments of outstanding family firms each year through our Annual Family Business Awards Program. Their continued growth and contributions to their communities, often through multiple generations, benefit Central Ohio and everyone who lives and works here. Since its founding in 1998, the not-for-profit Conway Center has helped hundreds of large and small family businesses, ranging from 10 to 10,000 employees. We invite you to learn more about the Conway Center and to attend an upcoming session. The Center benefits Central Ohio and family businesses through programs that: University. Taught by Conway Center leaders, the course is essential training for new family business leaders. It provides background in family business basics, including an overview of the structure, business leadership, and cultural dynamics necessary to build and sustain a family business. Topics include strategic, estate and succession planning; an understanding of business and family and how they overlap in a family business; and management of life-long relationships with families, businesses and wealth. The Family Business Tour and Networking Event is hosted by a different family business each summer and offers a behind-the-scenes look into what made the family’s business successful, how it works and its plans for the future. During past years these popular events have been held at White Castle executive offices, Charles Penzone Salons and Ricart Automotive. in our community Increase awareness of the positive benefits family businesses offer Central Ohio This year’s honorees embody outstanding business practices and community contributions. They illustrate how family businesses make Central Ohio a great place to live and do business. Join us in recognizing their success. Deana Gordon Dick Emens Associate Director Executive Director www.familybusinesscenter.com FamilyBusinessCenter.com Intimate groups of 6 to 12 peer participants provide a confidential environment for idea exchange, family business education, and personal growth. They present an opportunity to learn by seeking advice from peers and professionals who have “been there, done that” and who are willing to share their experiences and knowledge. Each peer group has a shared purpose and sets mutual expectations. Group members commit to respect the confidentiality of the group’s participants. The Conway Center offers six peer group opportunities to members: Business Development, CEOs, Marketing/Sales, Online Strategy, Next Generation Leaders, and Women in Family Business. UNDERGRADUATE COURSE WORK Family business leaders learn to build and sustain a family business through the Entrepreneurship and Family Business course at Ohio Dominican Another summer favorite is Family Business Night at the Columbus Clippers. Each year, more than 100 Central Ohio family business leaders attend the game, and one is selected to throw out the first pitch. The gathering provides an opportunity to spend time outside of the office with others whose common interest is the intersection of family and business. RESOURCES FOR FAMILY BUSINESSES Whether you need to discuss a family business issue, desire a referral to someone who can provide professional advice or assistance to your business, are looking for case studies on family business topics, or want to know more about family business best practices, the Conway Center can help. The Conway Center for Family Business, a 501(c) (3) organization, exclusively serves family-owned businesses. Please visit www.familybusinesscenter.com or call us at 614.253.4820 to ask how we can help. Conway Center for Family Business - 14th Annual Awards November 2012 Advertising Supplement to Columbus Business First 2012 Conway Center Family Business Awards These Family Enterprises Set the Bar for Business Success in the Central Ohio Region S ince 1999, the Conway Center for Family Business has recognized and celebrated the success of Central Ohio family businesses of all sizes. Family businesses play an integral part in the Central Ohio community -- a core part of the Center’s mission is to promote their achievements and provide recognition for their accomplishments. Milestone Achievement – Recognizes family businesses that have reached a significant milestone during 2012 (longevity, business, or other significant achievement). 2012 Honorees: 100 years : A.D. Farrow Co. Harley-Davidson 60 years : Anthony-Thomas Candy Company 40 years : TriAd Marketing & Media 35 years : Gioffre Companies, Inc. 30 years : Laser Reproductions 25 years : Spartan Logistics 20 years : Safex, Inc. Re-Invention – Recognizes family businesses that have successfully adjusted their business strategy or focus to address a changing business climate or societal demands. Award Categories Awards are presented to family businesses in six categories to recognize particular areas of achievement that take into account the many facets of family business success: Communication, Community Engagement, Milestones, Re-Invention, Succession, and Support of a Family Business. More than 120 Central Ohio family businesses have been recognized since the program’s inception. This year, 20 family businesses and individuals are being honored in the following categories: Communication – Recognizes family businesses that have developed exceptional tools or strategies for effective communication within their company or with their family members regarding the business. 2012 Honorees: Dublin Cleaners Three-C Body Shops, Inc. Succession Planning/Implementation Recognizes family businesses that have developed or completed a succession plan or transferred leadership. 2012 Honorees: Dublin Building Systems Katzinger’s Delicatessen LLC Lincoln Construction Ricart Automotive, Inc. Support of a Family Business – Recognizes organizations or individuals that have shown support or demonstrated a commitment to the strength, success or longevity of a family firm. 2012 Honorees: Charles Penzone Salons – Mary Lynn Foster The Joseph Group 2012 Honoree: Ahlum & Arbor Tree Preservation Community Engagement – Recognizes family businesses that have made a major contribution to the Central Ohio community. 2012 Honorees: Brexton Donatos Pizza Team Buckeye – Nissan • Honda • Toyota White Castle System, Inc. Family business honorees and their guests enjoying the luncheon during the Family Business Awards program. 3 4 Conway Center for Family Business - 14th Annual Awards Advertising Supplement to Columbus Business First November 2012 PROFILES OF EXCELLENCE COMMUNICATION Ahlum & Arbor Tree Preservation 4928 Cemetery Rd., Hilliard, OH 43026 www.ahlumarbor.com Founder/CEO: David R. Ahlum Family Members: 3 Employees: 26 Year Founded: 1976 Ahlum & Arbor adheres to the highest standards of tree and plant health care. Ahlum & Arbor offers customized pruning and plant health care programs designed to effectively maintain and enhance the health of your trees and shrubs. Plant Health Care Services: fertilization programs, nutrient deficiency treatments, root enhancement, inspections and applications for disease and pest infestations, girdling root inspection and repair, and emerald ash borer. Tree Pruning and Removal Services: safety pruning, structural pruning, corrective pruning, crown thinning, crown restoration, cabling & bracing, and tree and shrub removal. Consulting and Evaluation Services: tree preservation, valuation and appraisal, expert witness, tree inventory, and tree risk assessment. Ahlum & Arbor is a family-owned, full service arboricultural firm serving both residential and commercial clients for more than 35 years. David and Lana started the company in 1976 while Dave was at OSU -- Dave with a horticultural background and Lana with one in finance. Dave and Chris Ahlum are both Board-Certified Master Arborists (BCMA) through the ISA. The BCMA credential is designed for those who have reached the pinnacle of the profession and requires extensive experience, education and testing. Chris has also earned the Registered Consulting Arborist designation from the American Society of Consulting Arborists (ASCA). He is one of only three individuals in Ohio who hold both the BCMA and ASCA designations. COMMUNITY ENGAGEMENT Brexton 815 Grandview Ave., Suite 300, Columbus, OH 43215 www.brextonllc.com Founder/CEO: Timothy P. Galvin Family Members: 4 Employees: 10 Year Founded: 2001 Incorporated in 2001, Brexton is a firm dedicated to commercial development, design build, construction and property management services to the real estate and construction industry. Brexton’s primary focus is healthcare projects in the $1 to $15 million dollar range in the Central Ohio market. We also have completed a dozen projects for audio and video production companies and really enjoy the more technically challenging projects. Our principals have completed projects in Arizona, Florida, Michigan, Missouri, North Carolina, Texas, West Virginia and all of the major Ohio Municipalities. We have extensive experience in suburban medical and hospital facilities. Brexton’s real estate, development and construction company is unlike any other. Our customers tell us so. We set ourselves apart by assembling the strongest specialized teams to deliver the best value in our projects. We also have a strong commitment of giving back to our community where we make our living. All of our family members and employees volunteer their time, talents and resources to charities of their choice. As a company, we support many charities that have included a monthly commitment to Faith Mission for the past 10 years. Donatos Pizza 935 Taylor Station Road, Columbus, OH 43230 www.donatos.com Founder: Jim Grote Chairman: Jane Grote Abell President, CEO: Tom Krouse Family Members: 2 Employees: 1,654 Year Founded: 1963 Donatos Pizza, founded in 1963 by Jim Grote, is family owned and operated and headquartered in Columbus, Ohio. The creator of Edge to Edge® pizza, Donatos is recognized as one of America’s premier regional pizza chains. Donatos and its Franchise Partners operate 158 restaurants in 7 states – Ohio, Kentucky, Indiana, Alabama, North Carolina, South Carolina, and Virginia. Additionally, Jane’s Dough Foods, the baking and manufacturing division of Donatos, established in 2008, provides pre-proofed dough, par-baked pizza crusts and pretopped pizzas for some of the largest food service distributors and retailers in the nation, totaling more than 2,000 points of distribution. Founded in 1963 on the philosophy of making the best pizza and treating others the way he would like to be treated, Jim Grote, a college sophomore at the time, purchased a small pizzeria on the south side of Columbus for just $1,300. From the beginning, Jim built Donatos on three fundamentals: creating a superior product, hiring great people, and adhering to strong principles that promote goodwill in business and the community. Though the brand has continued to evolve and change throughout its 47-year history, it remains unique in its ever-constant commitment to the founding mission: to promote goodwill through products, people and principles and services. Team Buckeye - Nissan∙Honda∙Toyota 2615 N. Memorial Dr., Lancaster, OH 43130 www.buckeyecars.com Founder/CEO: Gerald Spires Family Members: 7 Employees: 156 Year Founded: 1978 The Buckeye family of dealerships is committed to providing exceptional service and value for our customers. More than half of our team members have been with us for 10 or more years and their skills and experience are key ingredients to our success. After the recent addition of the Toyota dealership, Buckeye now employs over 150 team members and together with spouses and children, impacts more than 500 lives. We believe it’s our responsibility to strive to improve their well-being and help each one understand how his or her efforts affect our ability to meet that responsibility. Team Buckeye is committed to providing the best automotive value and experience. Our purpose is to develop a genuine family relationship with every customer and associate. We achieve this through our knowledge and integrity, while maintaining the highest standards, attending to the smallest details, and exceeding our customers’ expectations. We are committed to our customers, our team members and the communities we serve. Our experienced team is really what makes Buckeye unique and has enabled us to provide a level of consistently exceptional service that is uncommon in dealerships. With excellent benefits and profit sharing, we strive to have our team members share in the success of the dealerships. We also share our success with the communities we serve through generous donations to causes close to the hearts of our Buckeye family. White Castle System, Inc. 555 W. Goodale St., Columbus, OH 43215 www.whitecastle.com Founder: Edgar Waldo Ingram (“Billy”) President, CEO: E.W. “Bill” Ingram III Family Members: 13 Employees: 10,450 Year Founded: 1921 White Castle is in the business of satisfying cravings and making memories. With 420 restaurants in 12 states, a frozen food division that supplies the grocery, convenience store and vending channels, the Castle has truly become a national institution. White Castle also owns and operates its own meat plants (3), bakeries (2) and manufacturing facilities through its PSB division and 2 frozen food plants that supply the grocery channel. White Castle is famous for loyalty among its team members with the lowest turnover rates in the quick serve restaurant industry. Significantly, over 27 percent of White Castle’s 10,000 team members have been with the company for 10 years or more. When White Castle opened its first restaurant in 1921, hamburgers weren’t considered suitable fare for families. In fact, founder Billy Ingram was discouraged by friends and colleagues who said he would fail with his “wild experiment in the hamburger business.” Thankfully, Billy forged ahead, and with a focus on cleanliness and service, pioneered the creation of the quick service restaurant industry. Through pioneering standards of excellence, and a “total quality management” approach, Billy created a taste sensation and White Castle became a “national institution.” Today, led by the 3rd generation, there are nine 4th generation members who work in the business. RE-INVENTION Dublin Cleaners 6845 Caine Rd., Columbus, OH 43235 www.dublincleaners.com Founder: Greg Butler President: Brian Butler Family Members: 3 Employees: 48 Year Founded: 1934 Dublin Cleaners is Columbus’ largest and premier provider of free pick-up and delivery fine dry cleaning. We are the only cleaners in Ohio to receive a four star award from Leading Cleaners International and the only member of the Association of Wedding Gown Specialists in the Columbus Metro area. Together with New Albany Cleaners we have seven locations around northern Columbus and provide free delivery service to nearly all affluent areas of the city. We’ve been recognized for our technology and innovation by nearly all local media and nationally on Fox & Friends, BusinessWeek, and Entrepreneur Magazine. It seems many family business people talk to us about how we get along. Our business is thriving in the worst conditions either of the two living generations has seen. Where many families struggle to cooperate, we’ve come together to combine our strengths to grow despite two recessions, corporate casual trends, a public smoking ban, substantial regulatory environmental cost increases, large increases in energy costs, and swelling fuel costs. Our industry has had sustained volume decreases over the past decade, with only a few flat years to cheer about. Despite this, we gain market share and build our brand while we enjoy working among family. Three-C Body Shops, Inc. 2300 Briggs Rd., Columbus, OH 43223 www.threecbodyshop.com Founder: Robert Juniper Sr. CEO: Robert (Bob) Juniper Jr. Family Members: 3 Employees: 49 Year Founded: 1956 Three-C Body Shops provide automotive collision repair, frame and unibody correction, and refinishing. We offer high quality workmanship as an alternative to the practices of insurance company DRP (direct repair programs) or “preferred shop programs.” The company’s unique story begins with the business starting up only as a “front” for a gambling operation, eventually going legitimate, and ending up making the Inc. 500 fastest growing companies in America two years in a row in 1994 and 1995. The story continues with Three-C nearly going broke in 2005 due to economic issues within our specific industry, barely surviving to then face “the great recession” and continuing today on a very strong upward trend through 2012. SUCCESSION Dublin Building Systems 6233 Avery Rd., Dublin, OH 43016 www.dublinbuilding.com Founder/ Chairman of the Board: Vic Irelan Owners: Tom Irelan, Bob Howe & Rich Irelan Family Members: 4 Employees: 43 Year Founded: 1970 Dublin Building Systems is a Commercial General Contractor serving Central Ohio for over 42 years. At DBS we specialize in a Design-Build delivery method, meaning we team up with the client and our in-house designers early on in the process to determine the company’s space, flow and future expansion needs. A budget is established and it is everyone’s common goal to deliver a high quality product within that budget. Our niche market is manufacturing and industrial customers. DBS is unique in a few ways. 1. We take care of our customers way beyond the sale and even the completion of the building project. If a 20-year customer calls with a roof leak we will send someone over that day, fix it on the spot and not charge them. Any customer is a customer for life. 2. We self-perform a lot of the construction activities, such as concrete work, steel erection, roofing, etc. This in-house work assures the customer of high quality work and speed of delivery all at the best cost. Conway Center for Family Business - 14th Annual Awards November 2012 Advertising Supplement to Columbus Business First 5 2012 FAMILY BUSINESS AWARD HONOREES SUCCESSION continued Katzinger’s Delicatessen LLC 475 South 3rd St., Columbus, OH 43215 www.katzingers.com Founder/CEO: Diane Warren Family Members: 2 Employees: 38 Year Founded: 1984 Katzinger’s provides Deli Love in the form of welcoming smiles and made to order (and Food Network worthy) sandwiches, salads, soups and desserts. The Deli Love continues in our Specialty Foods Shop where our knowledgeable staff shares with our guests a large selections of artisan (and often unpronounceable) cheeses, meats, smoked fish, slow rise breads, unique oils, vinegars, and more. And if that weren’t enough, Katzinger’s Catering takes that Deli Love throughout the city to both businesses and homes. Our goal is to provide the Katzinger’s Experience to every guest. “I have met many family business owners and have found many more similarities than not. We all are proud of our businesses, work too much, practice some degree of servant leadership, and are driven by that devil that is in the details. We also are incredibly grateful for every customer that honors us by allowing us to serve them. I suppose my family business is unique in that currently I am the only family member working here in Columbus, though I am prepared for that to change when the time is right. My daughter’s long-distance counsel continues to be an important part of our growth and a valuable asset for me.” — D. Warren Lincoln Construction 4790 Shuster Rd., Columbus, OH 43214 www.lincolnconstruction.com Founders: Max Holzer and Bob “Lincoln” George President: Kurt Schmitt Family Members: 3 Employees: 35 Year Founded: 1971 Lincoln Construction is a 41-year-old family-owned commercial construction company. We specialize in building long-term relationships that allow us to work collaboratively with clients— many of our relationships exceed 30 years. Over 90 percent of our business comes from repeat clients in the following sectors: Institutional, Religious, Industrial, Office, Retail and Medical. Our projects range from small fit-outs to projects in excess of $30 million. At the end of the day, we provide business strategy and strong owner advocacy throughout the development and construction process that allows our clients to focus on their business. The “family” in our business extends beyond our immediate family. We take great pride in providing a positive workplace where our employees can have an impact on the business and have a career. We are proud to have four current 30-year employees (four 30-year employees just retired), and numerous with 10-20 years of service with us. Our Lincoln family is truly something special, and it makes us a better company. Ricart Automotive, Inc. 4255 S. Hamilton Rd., Groveport, OH 43125 www.ricart.com Founder: Paul F. Ricart, Sr. President, CEO: Rhett C. Ricart VP, Treasurer: Paul F. Ricart, Jr. Family Members: 8 Employees: 430 Year Founded: 1953 Ricart Automotive offers the public the largest selection and greatest pricing on both new and used vehicles. We have a strong and committed sales staff with many years of experience satisfying our customers’ needs. Completing the experience are the Service and Parts Departments with highly trained staff and extended hours to meet the busy lifestyle of today’s consumers. Browse our inventory online, request more information regarding a vehicle, set up a test drive, inquire about financing, order a part or schedule service all in the convenience of your home. Ricart is conveniently located just minutes from Columbus. The Ricart business is now in its third generation. Founded in Central Ohio, Ricart is deeply rooted in the community. The founder, Paul Ricart, Sr., embraced the local military base by offering special pricing. His son, Fred, branched out to local communities and became instrumental in the growth of the DARE program. Now, Rick Ricart carries on this tradition and has demonstrated this by contributing resources to schools, events, and many other businesses in the greater Central Ohio area. This grassroots family-approach continues to set the Ricart group apart from others. SUPPORT Mary Lynn Foster, Charles Penzone Salons 1480 Manning Parkway, Powell, OH 43065 www.charlespenzone.com Founder: Charles A. Penzone CEO: Debra A. Penzone VP/Chief Operating Officer: Mary Lynn Foster, CPA Family Members: 4 Employees: 483 Year Founded: 1969 Mary Lynn Foster has been with Charles Penzone Salons for over 10 years, first in the capacity of VP/Chief Financial Officer and then promoted to VP/Chief Operating Officer approximately five years ago. The Charles Penzone Salons has served the Central Ohio area for the last 43 years by providing the ultimate salon and spa experiences. Within an ambiance of intimacy and privacy at the three Grand Salons, guests experience innovative and luxurious hair, skin, nail, and massage treatments, and the ultimate in world-class service. The company’s three urban-inspired, boutique brands serve Columbus’upwardly-mobile residents and visitors. Throughout its history, the Charles Penzone Salons have been an early adopter of trends and ideas to advance the salon and spa industry. The company prides itself on remaining on the forefront of operations to ensure the highest possible level of guest service. The Charles Penzone Salons encourages their team members to live purposedriven lives and provides opportunities for our team to volunteer their services and donate time towards helping numerous local and national causes. The Joseph Group 300 Marconi Blvd., Suite 106, Columbus, OH 43215 www.josephgroup.com Founders: Mark and Matt Palmer CEO: Mark Palmer President: Matt Palmer Family Members: 2 Employees: 11 Year Founded: 1999 The Joseph Group is a wealth planning company that specializes in investment management. Our mission is simple but powerful: to understand our clients’ cherished dreams and goals and provide wealth planning and investment management services that help them achieve those dreams and goals. We work with 300 clients and manage more than $300 million for those clients including personal, family, charitable and retirement plan portfolios. Our team consists of experienced and caring financial advisors, investment managers and client service professionals. Established in honor of Joseph Palmer (father of the company founders), the entire Joseph Group team strives daily to reflect the core values that Joe reflected so well throughout his life: integrity, excellence and a passion for knowing and serving others. Built on the model of a family versus business, the company’s associates have lunch together every Monday and enjoy spending time with one another outside of work. There are no work schedule or vacation policies at the company; instead, members of The Joseph Group family create their own work/life balance with the goal of honoring God first, family second and business third. Passion for our clients’ dreams is reflected in our quarterly magazine, Harvest, which spotlights clients and friends and our quarterly Wealth Summits, which provide a forum to explore a broader meaning of wealth to include the many blessings and opportunities available to all of us. MILESTONE 100 - A.D. Farrow Co. Harley-Davidson 491 W. Broad St., Columbus, OH 43215 www.adfarrow.com Founders: Alfred D. and Lillian Farrow Dealer Principals: Robert and Valerie Althoff Family Members: 2 Employees: 90 Year Founded: 1912 America’s oldest Harley dealer celebrates its 100th birthday this year. A.D. Farrow Co. originated in Nelsonville, Ohio and moved to Columbus in 1924 under the leadership of founder Alfred D. Farrow and his wife Lillian. A.D. Farrow was among the pioneering men who helped established Harley-Davidson Motor Company. The Farrow family operated the dealership for 70 years. Current Dealer Principal Bob Althoff purchased the company in 2002. The “Family of Dealerships” now has shops in Pataskala, Sunbury, and downtown Columbus. The relatively new Shop at NorthStar boasts an 18-acre campus complete with a 32,000 square foot facility, bringing a multimillion-dollar investment to Delaware County. While the company is heavily involved in events in the motorcycling world, it also serves the non-motorcycling community through charitable donations to multiple organizations by creating the famous Thunder Tunnel at the Susan G. Komen Race for the Cure Columbus, hosting the annual Ohio Fallen Heroes Motorcycle Ride and Rally, and training Lima Co. Marines, with its Rider’s Edge Safety Course. A.D. Farrow Co. prides itself on making dream comes true. Amazingly, the company has sold more motorcycles in the past eight years than in the past ninety-two years combined! The company has been recognized as a Top 100 Dealer by Dealernews, the Powersports Industry’s highest honor, every year for the past 10 years. It has also won the industry’s top award for Community Involvement three years ago and again this year. 60 - Anthony-Thomas Candy Company 1777 Arlingate Lane, Columbus, OH 43228 www.anthony-thomas.com Founders: Anthony Zanetos & Tom Zanetos President: Joe Zanetos VP: Greg Zanetos and Tim Zanetos Family Members: 6 Employees: 200 Year Founded: 1952 Anthony Zanetos began experimenting with the art of candy making in the early 1900’s, but it wasn’t until 1952 that he and his son, Tom, formed and incorporated the Anthony-Thomas Candy Co. using their first names. Anthony-Thomas started as a father-son team but now has its third and fourth generations operating the company. The 152,000 sq. ft. chocolate factory, built in 1994, is the largest family-owned gift-boxed chocolate manufacturer in the Midwest, producing over 10 million pounds annually. Anthony-Thomas employs 200 people in its manufacturing facility and over 75 in the retail stores. Nine production lines produce candy not only for the company owned 14 retail shops, but also for its fund-raising , wholesale and contractmanufacturing divisions. The state-of-the-art factory was built to showcase how Anthony-Thomas makes its sweet confections. Over 21,000 people tour the factory annually. One of our most popular chocolates is our peanut butter buckeyes which are placed in officially licensed Ohio State University packaging and sold all over the United States. Our current advertising campaign explains our goal of producing the best tasting chocolates -- Our chocolates are so good, we eat all we can and only sell what’s left. 40 - TriAd Marketing & Media 371 County Line Road West, Westerville, OH 43082 www.triad-inc.com Founders: Ken Keller, Lee Ault and Pat Reynolds CEO: Dave Keller Family Members: 2 Employees: 11 Year Founded: 1972 Awards Profiles continued on page 6 > 6 Advertising Supplement to Columbus Business First Conway Center for Family Business - 14th Annual Awards MILESTONE continued It’s time to Stop Talking and Act: Why Estate Planning is Critical NOW! TriAd Marketing & Media works with companies like yours to strategically build business by utilizing a variety of digital and traditional media. TriAd is 40! While many creative businesses lose a bit of their luster over time, we are just warming up. TriAd has a blended team of professionals talented in the ways of words, visuals, strategies and even the technical stuff! Nearly half of our clients have been with us for more than a decade, and several for more than 30 years. Because we’re committed to fresh and frequent messages on their behalf we have earned their trust and loyalty. Check out triad-inc.com/blog to catch a glimpse of how we add fun to our days and see samples of our work. 35 - Gioffre Companies, Inc. 6262 Eiterman Rd., Dublin, OH 43016 www.gioffreconstruction.com Founders: John and Anthony Gioffre President, CFO: John Gioffre CEO: Anthony Gioffre Family Members: 3 Employees: 20 Year Founded: 1977 Gioffre Companies, Inc., established in 1977 by brothers John and Anthony Gioffre, is a leading Midwest–based, general contractor specializing in commercial construction nationwide. Gioffre Companies has successfully completed a wide range of retail, office, healthcare, education and industrial projects in various regions of the United States and Canada. Currently, we are licensed to do business in 43 states and Canada. Our attention to detail and focus on “bending over backward” to satisfy clients has been the foundation of our success and continued growth. With strong leadership and experienced personnel in place, Gioffre Companies is well positioned for the future. Gioffre Companies has separated itself from our competition with a simple approach. Our experience is that a lot of general contractors can build projects; therefore, in an effort to separate Gioffre from our competition and create added value for clients, our philosophy is to be a 100 percent “open book” company creating an atmosphere of trust and integrity. With that atmosphere in place our focus will always be on service. Our “open book” approach, coupled with our ability to travel throughout the United States and Canada, has helped create a situation where our national/ international clients know they can make one phone call to Gioffre for any of their construction needs, regardless of location, and they will receive quality workmanship and be treated fairly from a cost perspective. 30 - Laser Reproductions 950 Taylor Station Rd., Suite E, Gahanna, OH 43230 www.laserrepro.com Founder & Chairman of the Board: Jerry Bordner President: Paul Bordner Vice President: Bret Bordner Family Members: 4 Employees: 32 Year Founded: 1982 Laser Reproductions is a family-owned Rapid Prototyping Service Bureau located in Gahanna, Ohio. Laser offers an array of services including SLA, RTV, SLS, FDM, CNC, DMLS, and Tooling and Manufacturing. The facility encompasses 18 SLA machines and a full in-house Model Development Lab – with expertise in finishing, assembly, and painting. Laser Reproductions guides clients through the product development process; from idea generation, design, development, prototyping, and testing to tooling and manufacturing. Laser Reproductions is a unique family business for several reasons. Laser started as a manufacturer’s rep. firm in 1982 and morphed into a rapid prototyping service bureau in 1996. Laser underwent a succession of generations in 2007 from founder Jerry Bordner to sons Paul and Bret Bordner. Laser has persevered through economic hardship and the loss of their DotCom sales partner in 2011. Through all of the adversity, success, and change throughout the years, Laser Reproductions is proud to be celebrating its 30th Anniversary. 2012 has been promising for Laser Reproductions and the future looks bright. November 2012 By Beatrice E. Wolper Emens & Wolper Law Firm Columbus, Ohio P to take care of children and grandchildren? And, enough for your favorite charities? Sometimes people believe an estate plan isn’t necessary. But, if you have minor children, want assets to go to a particular person or place, or want to provide for certain important life decisions (such as a living will or durable power for health care), then one is necessary. PAGE 6 STORY Sometimes people believe that an estate plan is too complicated. Unless you are a Rockefeller (or a Gates or Buffett), it is not. Sometimes people HERE believe their spouses would automatically inherit eople talk about it, then ponder and consider it, but often do nothing. The fact is that no one really likes to discuss what should happen to their estate when they die. It’s often overwhelming to think of making decisions about who gets what and when. But now is the time to act. The opportunity to save large sums of money on gift and estate taxes will end in 2012 if Congress doesn’t change the current laws. all of their estate. That may be true under the right circumstances, but why not make sure? Sometimes people believe it is too expensive to do an estate plan. It is not. You’ve read about this now for over a year. Before January 2013, a person can give up to $5 million to another person without any federal tax on the giver or receiver! (The amount is $10 million if married.) This decreases to $1 million on January 1, 2013, with any amount over that given in life or death taxed at 55 percent. If you are thinking, “I don’t have $5 million,” you can still gift well in excess of the annual allowed amount of $13,000 without any federal tax on the giver or receiver. How do you take advantage of this opportunity before it’s too late? First, think about why it is important to know where and when your money goes, and why it is important to save on taxes. The more you understand the reasons, the more committed you will be to get it done. Sometimes, people freeze and don’t take action because they are afraid of running out of money before they die. Good estate planners help thaw these decisions by determining how much money should remain in the estate, how much is discretionary. In other words, how much is enough to take care of yourself and your spouse? Enough If you don’t know where to start, ask a friend. Make a call to someone you trust. The first step may be as simple as making the phone call. With planning, an individual can save significant funds on taxes, better enable the next generation to benefit from their hard work and planning, and reap emotional and financial rewards. Doing nothing means that your “no” decision is really your final decision. Do it. 25 - Spartan Logistics 20 - Safex, Inc. Founders: Ed Harmon, Jim Ranney President: Steve Harmon Family Members: 5 Employees: 180 Year Founded: 1988 Founder/President: Dianne Grote Adams, MS, CSP, CIH, CPEA Family Members: 4 Employees: 21 Year Founded: 1992 4140 Lockbourne Rd., Columbus, OH 43207 www.spartanwarehouse.com Spartan works with large manufacturers providing outsourced supply chain functions, such as warehousing and distribution. Spartan is able to pick up customers’ goods from production facilities, store these goods, and deliver them to the end user when sold. By adding custom-designed inventory reporting, packaging, order fulfillment, and first-class customer service, Spartan’s value proposition is operating flexibility at the lowest cost. Spartan operates two million square feet of industrial space in seven cities in three states. Spartan’s concentration in the Midwest offers one day truck shipments to 2/3 of the US and Canada’s population and industrial capacity. Our mission is to provide Great Service, to Happy Customers, resulting in Full Buildings, staffed by Passionate Team Members. 140 N. Otterbein Ave., Westerville, OH 43081 www.safex.us Safex is a woman-owned, environmental, health and safety consulting company that strives to help customers provide a safe working environment for their employees. By keeping employees safe and on the job, we are able to help clients comply with regulations and cut costs. Dianne Grote Adams started the business in 1992 as Emilcott/ DGA, Inc. In 2003 the company was renamed as Safex to reflect our core services. Now, in our 20th year, Safex consistently focuses on occupational health and safety support and training. Nearly 1100 companies have selected our experienced professional staff to help their organizations’ environmental, safety and health departments. Safex has three internal consulting groups that provide services to our clients. We have a health and safety group, a training group and an environmental group that work together as a team to provide the best services to our clients. Conway Center for Family Business - 14th Annual Awards November 2012 Jennifer Wehrly 614.583.2200 commercenationalbank.com Jim Bechtel 614.221.1120 gbq.com Eric Collet 614.623.2951 definitypartners.com Jonathan J. Downes 614.221.1216 downesfishel.com Kelly Borth 614.885.7921 greencrest.com Joel J. Guth 614.460.2633 fa.smithbarney.com/guth Advertising Supplement to Columbus Business First Bea Wolper 614.414.0888 emenswolperlaw.com Eric Sideri 614.460.3433 keybank.com Morgan Stanley Smith Barney LLC, Member SIPC Nancy Watts, CPA 614.228.4000 nje.com Tim McDaniel CPA/ABV, ASA, CBA 614.923.6532 reacpa.com The Conway Center and these Service Providers put the pieces together for your family business. Scott P. Rider, CLU, CFBS, AEP 614.876.7044 riderfinancial.com Tony Kington 614.334.6141 taftlaw.com Unmatched Experience and Expertise Nicole Evans 614.251.4500 ohiodominican.edu Sarah Chambers 614.469.3251 thompsonhine.com Valuable Resources Programs and Peer Groups www.familybusinesscenter.com 7 8 Conway Center for Family Business - 14th Annual Awards Advertising Supplement to Columbus Business First November 2012 Peer Group Members Make Connections Benefit from Peer Feedback and Advice L earning from other family business leaders is a key reason Conway Center members love to participate in peer groups. In fact, a survey of Central Ohio family business leaders, conducted by the Conway Center for Family Business, revealed that they depend on business peers for advice and rank them as one of their top three business advisors, along with attorneys and accountants. In addition, respondents indicated their top sources for finding information about managing a family business were friends/colleagues/peers, family business organizations, and seminars or workshops. Their responses illustrate the benefits of learning from the experiences of family business peers through groups targeted to roles in the family business, case studies, and educational programs featuring successful family business leaders. The Conway Center currently offers six peer groups to members: The Business Development Peer Group strengthens relationships between family-owned businesses and discusses issues related to business growth, development, and stability. The group is led by topic experts in leadership development, marketing strategy, business plans, organization, prospecting, and networking. The CEO Peer Group is for Chief Executive Officers who value having the opportunity to confidentially discuss business, family, and personal leadership issues with peers. Led by Conway Center board member and founder of Laser Reproductions, Jerry Bordner, this group is composed of men and women who lead some of Central Ohio’s best familyowned businesses. Members share experience, advice, and ask questions during a session of the Marketing/Sales Peer Group. The Next Generation Peer Group, facilitated by Dr. Thaddeus O’Brien, a Conway Center advisory board member, psychologist and organizational consultant, allows up-andcoming leaders to discuss issues specific to those working with their parent, grandparent, aunt or uncle. Topics include: earning respect from older generations, gaining upper management’s trust, and communicating across generations. The Marketing/Sales Peer Group is led by Conway Center board member and GREENCREST CEO Kelly Borth. Family business leaders in this group focus on creating marketing and sales strategies to improve their bottom line and industry presence. The 10-month series features hands-on techniques to take organizations to the next level. Why Family Businesses Need to Join the Conway Center for Family Business The Conway Center is Central Ohio’s resource for educational programs, resources and networking opportunities that support the growth and success of family-owned businesses. Membership Benefits: Access to family business leaders and national and local professionals with years of experience and special expertise regarding family-owned businesses Admittance for four members of your company to monthly educational programs held at Ohio Dominican University, September - May The Online Strategy Peer Group is led by Amy Marshall, COO, Columbus Division of Fathom. Brand new to the Center in 2012, the group covers online presence and reputation, measuring online marketing ROI, social media policies and strategy, integrating online and offline marketing, and achieving customer engagement. The Women in Family Business Peer Group, moderated by nationally recognized attorney Bea Wolper, a co-founder and advisory board member of the Center, discusses issues specific to women owning, leading or working in family businesses. Earning respect, leadership, family dynamics, and communication strategies are among the topics discussed. PEER GROUPS: [email protected] What business leaders are saying about the Conway Center... “It was an honor to be recognized for our succession planning at the Conway Center’s Annual Awards Program. The Center is a valuable resource for Velvet Ice Cream. It gives our leadership team access to information, opportunities, and leaders of other family businesses that face similar challenges. The many educational programs and platforms the Center provides have made Velvet a better company.” Eligibility for representatives of your family business to participate in Conway Center Luconda Dager Eligibility for a member of your company or family to audit Entrepreneurship and Family “Knowledge and experience were the keys for me when I transitioned to second-generation leadership of our family business. The Conway Center’s peer groups and education series continue to equip and inform my personal development in a setting without any high-pressure sales. I am surprised every Central Ohio family business isn’t a member.” peer groups for: Business Development, CEOs, Marketing/Sales, Online Strategy, Next Generation Leaders, and Women in Family Business Business (BUS 362) at Ohio Dominican University at no cost Invitations to attend the Annual Family Business Tour and Networking Event, Family Business Night at the Columbus Clippers, and Family Business Awards Program Subscriptions to bi-annual print newsletter and monthly e-newsletter providing family business news and event information Cost: Just $385 per year per Family Business FOR MORE INFORMATION: Contact Deana Gordon at 614-253-4820 or [email protected] www.familybusinesscenter.com President Velvet Ice Cream Steve Harmon Managing Director Spartan Logistics “The Conway Center for Family Business has been very valuable to my husband and me, and for the information we take back to our employees. Family businesses have special needs that are different than other businesses. The monthly educational sessions and networking opportunities meet those needs. I learn information that is important not only for our day-today operations, but also is helpful in planning for the future. I especially enjoy the women’s peer group meetings as we discuss topics that are relevant to women who own or work in a family business.” Ellen Grinsfelder President Inn & Spa at Cedar Falls “The Conway Center for Family Business provides outstanding thought leadership and insightful education programs. Conway connects family businesses so we can learn from one another.” Jamie Richardson Vice President White Castle System, Inc.