Private Company Director

Balancing Legacy and Innovation in the Family Business

Please join Brad Mountz, 2nd-generation owner of Mountz, Inc., and his daughter, Olivia Mountz, Director of Marketing, as they speak with Jeff Viets, senior member of the Sales Strategy team at Oracle Netsuite, and Amy Cosper, Editor-in-Chief, Family Business Magazine. Brad and Olivia will share their insights about training the next generation for future leadership roles, incorporating new technology into their processes, and the impact of change on the business.

2 PM ET | 11 AM PT


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Staying relevant in family business requires innovation and entrepreneurship. Multi-generational companies often look nothing like the business the founder established. But with the weight of history and legacy, innovating is challenging. This webinar will look at that balancing act and how family-owned companies can foster a spirit of entrepreneurship that will help insure the business’ future.

Brad Mountz

2nd-generation owner of Mountz, Inc.

Brad Mountz is a second-generation owner of Mountz, Inc., a manufacturer of specialized precision torque tools and fastening control devices.  Mountz, Inc. has been selected as a Top Workplace in the Bay Area multiple times and maintains its corporate headquarters in San Jose’s enterprise zone near the historic cannery district of downtown San Jose.

Brad is married and has four children.  He is a San Jose State University alumnus and active supporter of the university athletic scholarship program.  Brad enjoys reading, cycling, golf and cherishes free time with his family and friends.  He serves on several advisory boards and is an active member of Vistage, a CEO peer group, is involved in his local church community and is an ardent supporter of free enterprise. 

Mountz, Inc. is an ISO 9001 certified and ISO 17025 accredited company that helps solve complex and quality related fastening problems for the world’s largest manufacturing companies.   Mountz’s customer list is a who’s who of the world’s largest and well-known brands. 

Olivia Mountz

Director of Marketing, Mountz, Inc.

Jeff Viets

Senior member, Sales Strategy, Oracle Netsuite

Jeff Viets is a senior member of Oracle NetSuite’s Sales Strategy team helping to deliver programs, process and tools that help Account Managers support and engage NetSuite customers. Previously, Jeff supported many of NetSuite’s larger and complex wholesale distribution customers as a Corporate Account Manager. Prior to joining Oracle NetSuite, Jeff used the ERP to grow and scale a family-owned powersports exhaust manufacturer, wireless distributor, caviar company and his own motorcycle performance products business. Jeff’s background includes sales and distribution roles in consumer electronics, recording and broadcast supply and wireless.

Amy Cosper

Editor-in-Chief, Family Business Magazine

Amy C. Cosper is the editor in chief of Family Business magazine and the former editor in chief of Entrepreneur magazine. She has been reporting and commenting on the world of business and entrepreneurship and business for 15 years and is an evangelist for innovation and disruption around the globe. She deeply believes in the positive impact of entrepreneurship on a cultural and economic level. Cosper is the author of many articles on leadership and creativity and is the author of the book The Cowgirl Mermaid Chronicles.


She is an award-winning editor and writer and strongly adheres to the idea that “on the other side of your fear, is your success.” And she would know, since she rides a Ducati and only does sports that require a helmet.


  • No cost to attend.
  • Opportunity for questions and feedback.
  • All participants receive a copy of the webinar materials after the event.
  • All participants receive Family Business Magazine weekly newsletter, with news, tips and trends that impact your family business. You may, of course, opt out at any time.
  • Unbiased third-party family business education.
  • 60 minutes -- maximum value for time.


Oracle NetSuite

Directors Record