Bloodlines and Bottomlines

Episode 3 - Mike Levy

Tue, 28 Apr 2026 20:00:00 -0400

Balancing tradition with innovation is a challenge every family business faces. How do you grow without losing what made you successful? Join Mike Levy from National Metal Industries as he reveals the secrets to navigating the manufacturing industry. Discover how to manage family dynamics, embrace new technologies, and seize market opportunities without losing your core values. In this episode, we explore:

Transforming a family-run business
Embracing innovation while maintaining legacy
Building resilience for long-term success

What's your biggest challenge in modernizing an established business? Share your thoughts in the comments!

👉 Subscribe for more insights on family, business, and beyond.
Co-hosts: Gershon Morgulis & Robert Moskovits
Guest: Mike Levy

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Episode 2: David Katz

Tue, 21 Apr 2026 20:00:00 -0400

Balancing legacy with innovation is a challenge every family business faces. How do you grow without losing what made you successful?
Join David Katz from Summit Home Healthcare as he reveals the secrets to navigating the home care industry. Discover how to introduce change, tackle workforce challenges, and seize hidden opportunities without breaking family ties.

In this episode, we explore:
- Evolving a family-run business
- Introducing change while preserving relationships
- Balancing legacy and innovation for long-term success

What's your biggest challenge in modernizing an established business?
Share your thoughts in the comments!

👉 Subscribe for more insights on family, business, and beyond.
Co-hosts: Gershon Morgulis & Robert Moskovits
Guest: David Katz

Connect with Bloodlines & Bottomlines:
LinkedIn

Episode 1: Ben Goldbaum

Sat, 11 Apr 2026 21:00:00 -0400

Family businesses aren’t just about tradition—they’re about tension.

The push and pull between legacy and innovation is real. What built the business isn’t always what will grow it.

Long tenure can bring stability… but it can also create resistance to change.

So how do you modernize without losing what made the business successful in the first place?

In this episode, we dive into:
• The challenges of evolving a family-run business
• How to introduce change without breaking relationships
• Why balancing legacy and innovation is key to long-term success

What’s been your biggest challenge when trying to bring new ideas into an established business?

Drop your thoughts in the comments—we’d love to hear your perspective.

👉 Subscribe for more real conversations on family, business, and everything in between.

Co-hosts: Gershon Morgulis & Robert Moskovits
Guest: Ben Goldbaum

Connect with Bloodlines & Bottomlines:
LinkedIn

#FamilyBusiness #LegacyAndInnovation #BusinessGrowth #Leadership #Entrepreneurship #SuccessionPlanning #ModernBusiness