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Peter Boumgarden

Peter Boumgarden

Jul 30, 2026

13:58
I'm curious, Peter, from your perspective, When you think about family business and what's going on within these businesses today, what would you say are the couple of areas that really need work? If you said, hey, if I'm going to look at family business, say either from a leadership perspective or structure perspective that they need to be working more on this, what would you say?
14:19
Yeah.
14:20
You know, I think one piece of it is tied towards, we mentioned succession earlier on, getting very clear about what we think the long-term vision of this entity is.
14:32
And I'm of the perspective that that could take a lot of different forms.
14:35
You might say, we've held this thing for 100 years and at some point we want to sell it, or we want to go to employee ownership, or we want to... you know, roll up a bunch of smaller firms underneath this and grow up from there.
14:46
But I think this idea of not just corporate strategy, but owner strategy, what do the owners want from a purpose standpoint, all the way down to its implications for the company.
14:56
So I think that's one piece of it.
19:19
So I'm curious your thoughts on like family councils and how they might help kind of do that, you know, keep that foundation.
9:33
And so for me, within OmniFocus,
9:35
those hats end up being kind of broader folders, folder structures for the work that I do.
9:40
So for me, there's a hat that's tied towards teaching.
9:43
There's a hat that's tied towards leadership, institutional leadership.
9:47
There's a hat that's tied towards writing, a hat that's tied towards advising, working with companies, and then a hat that's tied towards personal life.
9:55
So kind of five hats.
9:57
And then I think it's then saying within those hats, what are the projects that I have that factor into it, right? So it could be a particular class, particular clients.
14:00
And then the second is, do you mind maybe placing OmniFocus inside of an overall software ecosystem in the sense that are there, is there information that comes into it? Is there information exported out of it? Or is there corollary software that kind of sits alongside of it? Maybe just kind of describe that landscape a little bit for us.

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