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Keystones for Family Business Success John Tracy & Jean Tracy Buckley Dot Foods June 2, 2011 Sponsored by:
Family Business  Speaker Series Ritz Carlton   St. Louis, Missouri June 2, 2011 John Tracy & Jean Buckley Presenters:
Happiness is having a  large, loving, caring,  close-knit family
Happiness is having a  large, loving, caring,  close-knit family in another city.  George Burns
Dot Foods’ Shareholders
Family Business Challenge
Tracy Family 2 nd  Generation (2G) Don  Tracy Pat  Tracy Anne Capestrain Tom  Tracy Jim  Tracy Jean  Buckley John  Tracy Susan Stamerjohn Mary  Sullivan Jane Schmidt Joe  Tracy Dick  Tracy
50 th  Anniversary
Dairy Ingredient Supplier 1960 - 1980 ,[object Object]
Redistribution as Our Niche 1960 Food  Manufacturers 1975 Foodservice 1995 Vending 1998 Supermarket 2001 Convenience 2006 Specialty Retail 2008 Drug Store & Drug Wholesalers 2009 Military/Mass
Dot Foods Revenue and Growth Billions Years
Dot Foods Overview 3.6  Billion IN SALES 3,300 EMPLOYEES 800 TRUCKS 1,200 TRAILERS 10 LOCATIONS
Business Challenges ,[object Object],[object Object],[object Object],[object Object],[object Object]
Family Challenges ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Family Objectives & Challenges ,[object Object],[object Object],[object Object],In priority order
Universal Family Business Advice ,[object Object],[object Object],[object Object],[object Object],[object Object]
Family Leadership Transition
Family Business Mistakes ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Tracy Family Business Structure Board of Directors Active Family Members Don Tracy Pat Tracy Tom  Tracy Jim Tracy Jean Buckley John Tracy Joe Tracy Dick Tracy Mike Buckley Scott Stamerjohn Dot Foods’ Shareholders Family Foundation Family Council
Family Business  Speaker Series Ritz Carlton   St. Louis, Missouri June 2, 2011 John Tracy &Jean Buckley Presenters:
Jean’s History in the Business HIGH SCHOOL Office Clerk COLLEGE Sales & Marketing POST-COLLEGE Wife & Mother CURRENT TFF President & Board Member GRADE SCHOOL Cleaning Lady
Tracy Family Foundation Overview ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Tracy Family Foundation Governance ,[object Object],[object Object],[object Object],[object Object],2 nd Generation Tracy Family Board Member Non-family  Board Member
Family Involvement  in the Foundation Mission to build a philanthropic spirit in  Tracy generations, present and future. Having been blessed with many gifts and inspired by the values set forth by Robert F. Tracy and Dorothy Curtin Tracy, the multiple generations of the Tracy Family will seek to proactively impact the world, beginning with Brown County in Illinois and the west central Illinois region.  The vehicle for this work will be the Tracy Family Foundation. We will strive to promote the values of honesty, integrity, fairness, a Catholic/Christian belief, and a strong work ethic.  These values are the essence of Robert and Dorothy Tracy. We will seek to provide resources to organizations that foster this value system.  Our primary focus will be to those charitable institutions that focus on education, youth, and strengthening the family unit.  It is also our desire, through the work of the Tracy Family Foundation, to  encourage the    growth of a grateful spirit within all Tracy generations present and future Boards & Committees Grant Programs 3G Annual Meeting Retreat
Tracy Family Foundation Challenges ,[object Object],[object Object],[object Object],[object Object]
Family Council Overview ,[object Object],[object Object],[object Object],[object Object],To provide a forum for addressing family issues which might impact the business, with the goal of continuing the growth and success of the business from generation to generation. MISSION STATEMENT:
Family Council Governance ,[object Object],[object Object],[object Object],[object Object],[object Object],FAMILY COUNCIL Sara Terwelp 3 rd  Generation Family Council Dick Tracy 2 nd Generation Family Council Joe  Tracy 2nd Generation Family Council
Family Council Challenge ,[object Object],[object Object],[object Object]
Family Council Lessons Learned ,[object Object],[object Object],[object Object],[object Object]
Dot Foods Board of Directors Board Make-up…then and now ,[object Object],[object Object],Then… Now… 1980’s Board of Directors R.T. Tracy 1960
Dot Foods Non-active Family  Member Board Seat ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Important Role of TFF and  FC to Dot Foods FAMILY COUNCIL
Spouse&Non-Active Family Member Perspective My husband is a Dot Foods employee…I am not ,[object Object],[object Object],[object Object],[object Object],[object Object]
Q & A Please text your question for John, Jean  and/or a sponsor to (314) 740-5366. Sponsored by:
Keystones for Family Business Success John Tracy & Jean Tracy Buckley Dot Foods June 2, 2011 Sponsored by:
Q & A Please text your question for John, Jean  and/or a sponsor to (314) 740-5366. Sponsored by:
Keystones for Family Business Success John Tracy & Jean Tracy Buckley Dot Foods June 2, 2011 Sponsored by:
Q & A Please text your question for John, Jean  and/or a sponsor to (314) 740-5366. Sponsored by:
Keystones for Family Business Success John Tracy & Jean Tracy Buckley Dot Foods June 2, 2011 Sponsored by:
Clayton Capital Partners CMA Enterprise Bank & Trust Please complete the feedback form. Thanks for participating! John Cook School of Business Mueller Prost Polsinelli Shughart Maroon  Blue  Gold  Fuchsia  White  Green Use the expertise about family owned businesses in the room:

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FBSS 6-2-2011

  • 1. Keystones for Family Business Success John Tracy & Jean Tracy Buckley Dot Foods June 2, 2011 Sponsored by:
  • 2. Family Business Speaker Series Ritz Carlton St. Louis, Missouri June 2, 2011 John Tracy & Jean Buckley Presenters:
  • 3. Happiness is having a large, loving, caring, close-knit family
  • 4. Happiness is having a large, loving, caring, close-knit family in another city. George Burns
  • 7. Tracy Family 2 nd Generation (2G) Don Tracy Pat Tracy Anne Capestrain Tom Tracy Jim Tracy Jean Buckley John Tracy Susan Stamerjohn Mary Sullivan Jane Schmidt Joe Tracy Dick Tracy
  • 8. 50 th Anniversary
  • 9.
  • 10. Redistribution as Our Niche 1960 Food Manufacturers 1975 Foodservice 1995 Vending 1998 Supermarket 2001 Convenience 2006 Specialty Retail 2008 Drug Store & Drug Wholesalers 2009 Military/Mass
  • 11. Dot Foods Revenue and Growth Billions Years
  • 12. Dot Foods Overview 3.6 Billion IN SALES 3,300 EMPLOYEES 800 TRUCKS 1,200 TRAILERS 10 LOCATIONS
  • 13.
  • 14.
  • 15.
  • 16.
  • 18.
  • 19. Tracy Family Business Structure Board of Directors Active Family Members Don Tracy Pat Tracy Tom Tracy Jim Tracy Jean Buckley John Tracy Joe Tracy Dick Tracy Mike Buckley Scott Stamerjohn Dot Foods’ Shareholders Family Foundation Family Council
  • 20. Family Business Speaker Series Ritz Carlton St. Louis, Missouri June 2, 2011 John Tracy &Jean Buckley Presenters:
  • 21. Jean’s History in the Business HIGH SCHOOL Office Clerk COLLEGE Sales & Marketing POST-COLLEGE Wife & Mother CURRENT TFF President & Board Member GRADE SCHOOL Cleaning Lady
  • 22.
  • 23.
  • 24. Family Involvement in the Foundation Mission to build a philanthropic spirit in Tracy generations, present and future. Having been blessed with many gifts and inspired by the values set forth by Robert F. Tracy and Dorothy Curtin Tracy, the multiple generations of the Tracy Family will seek to proactively impact the world, beginning with Brown County in Illinois and the west central Illinois region.  The vehicle for this work will be the Tracy Family Foundation. We will strive to promote the values of honesty, integrity, fairness, a Catholic/Christian belief, and a strong work ethic.  These values are the essence of Robert and Dorothy Tracy. We will seek to provide resources to organizations that foster this value system.  Our primary focus will be to those charitable institutions that focus on education, youth, and strengthening the family unit.  It is also our desire, through the work of the Tracy Family Foundation, to encourage the growth of a grateful spirit within all Tracy generations present and future Boards & Committees Grant Programs 3G Annual Meeting Retreat
  • 25.
  • 26.
  • 27.
  • 28.
  • 29.
  • 30.
  • 31.
  • 32. Important Role of TFF and FC to Dot Foods FAMILY COUNCIL
  • 33.
  • 34. Q & A Please text your question for John, Jean and/or a sponsor to (314) 740-5366. Sponsored by:
  • 35. Keystones for Family Business Success John Tracy & Jean Tracy Buckley Dot Foods June 2, 2011 Sponsored by:
  • 36. Q & A Please text your question for John, Jean and/or a sponsor to (314) 740-5366. Sponsored by:
  • 37. Keystones for Family Business Success John Tracy & Jean Tracy Buckley Dot Foods June 2, 2011 Sponsored by:
  • 38. Q & A Please text your question for John, Jean and/or a sponsor to (314) 740-5366. Sponsored by:
  • 39. Keystones for Family Business Success John Tracy & Jean Tracy Buckley Dot Foods June 2, 2011 Sponsored by:
  • 40. Clayton Capital Partners CMA Enterprise Bank & Trust Please complete the feedback form. Thanks for participating! John Cook School of Business Mueller Prost Polsinelli Shughart Maroon Blue Gold Fuchsia White Green Use the expertise about family owned businesses in the room: