Shows
Business Transition Roadmap with Elizabeth LedouxWhy Business Governance Is the Learning Platform Your Successor Actually NeedsHave you ever wondered how business owners who've done everything themselves are supposed to hand over decision-making to the next generation — without it all falling apart?In this solo episode, Elizabeth Ledoux takes a deep dive into business governance and why it's not the obstacle most owners assume it is. She walks through the three levels of decision-making in any business (CEO/job level, board level, and shareholder level), explains why most small business owners have them all smashed together, and shares how pulling them apart creates a real learning platform for successors. Elizabeth also introduces two pr...
2026-04-2827 min
Business Transition Roadmap with Elizabeth LedouxFounder Paralysis: Why Letting Go Feels Impossible and How to Move Forward with PurposeWhat if the hardest part of succession isn't strategy but identity?In this episode, Elizabeth Ledoux sits down with Dennis Passis to explore the concept of "founder paralysis," the very real inability of founders to step away from the business they built. At the heart of it? A question most founders avoid: What am I going to do for the rest of my life?Dennis shares how founders often stay stuck not because they lack capability, but because they lack clarity on what comes next. From fear of irrelevance to lack of trust in the...
2026-04-1430 min
Business Transition Roadmap with Elizabeth LedouxWhen Family Conflict Already Exists: How to Move Forward Without Breaking the BusinessWhat do you do when conflict is already present in your family business—and it’s not going away?In this episode, Elizabeth Ledoux sits down with Marcy McNeal to explore how families can navigate existing tension without damaging relationships or the business itself.From inherited behavioral patterns to unclear expectations and emotional reactions, this conversation gets to the root of why conflict feels so personal—and how to move it back into a productive, business-focused space.If you’ve ever felt stuck in difficult conversations, unsure how to hold your ground without shutting...
2026-03-3133 min
Business Transition Roadmap with Elizabeth LedouxThe Missing Link in Family Business Transition: Emotional Governance with Franco LombardoWhat if the real risk to your family business transition isn’t tax strategy or structure, but unspoken emotions?In this episode, Elizabeth Ledoux welcomes Franco Lombardo to explore the concept of emotional governance and why creating safe space within family systems may be the missing link in long-term legacy success.Franco shares how his own journey from wealth management to family dynamics work began with confronting shame and misaligned purpose. From there, the conversation dives deep into sibling rivalry, entitlement, silence between generations, and why many families invest heavily in governance structures but very li...
2026-03-1728 min
Business Transition Roadmap with Elizabeth LedouxFinding Your Ikigai After the Sale: Life Beyond the Silver Grill with John ArnolfoYou planned your exit. You sold the business. You got a good deal.Now what?In this episode of Business Transition Roadmap, Elizabeth talks with John Arnolfo, former owner of the Silver Grill Café, about what really happens after you hand over the keys. While the sale itself came together quickly—over breakfast and a handshake—the emotional transition took far more intention.John shares what surprised him most about retirement, why social connection mattered more than golf or travel, and how writing a memoir became the unexpected “next thing” that gave him purpose a...
2026-03-0327 min
Business Transition Roadmap with Elizabeth LedouxTransition Doesn’t Have to Be Heavy: The 4 Principles & 3 C’s That Change EverythingWhy does transition feel so heavy?Most business owners delay transition not because it’s complicated—but because it feels final, emotional, and identity-threatening. In this episode, Elizabeth Ledoux challenges the idea that transition is something to survive. Instead, she introduces four transition principles and the three C’s—clarity, confidence, and communication—that make transition energizing instead of overwhelming.If you’re an owner, leader, or successor who has been putting off important conversations, this episode will help you reframe transition as a journey you design—not an event you dread.What You’ll Hear in...
2026-02-1722 min
Legacy: Navigating Family BusinessS2 Ep17: From Empty Nest to Succession Planning: What Personal Transitions Teach Us About Family BusinessIn this episode of Legacy: Navigating Family Business with Anne Bauer, Anne explores how personal life transitions mirror family business succession and leadership handoffs. Through a heartfelt story about preparing for an empty nest, she breaks down the common “spin-out” pattern that stalls family business transitions, why timelines trigger resistance, and how nervous system awareness, micro-steps, and coaching support can help both generations move forward with clarity and confidence. A must-listen for family business owners, successors, and next-gen leaders navigating change, control, and generational transition.Show notes:
2026-02-0437 min
Business Transition Roadmap with Elizabeth LedouxTransition 3.0: Why Succession Planning Isn’t EnoughWhy do so many business transitions fail—even when the legal documents are “perfect”?In this episode of Business Transition Roadmap, Elizabeth Ledoux breaks down Transition 3.0, a collaborative approach to succession that moves beyond secrecy and top-down announcements. She explains how traditional transition models often create shock, quiet resentment, or surface-level alignment—and why involving the next generation before decisions are finalized dramatically improves outcomes.Elizabeth outlines the differences between Transition 1.0, 2.0, and 3.0, showing why compliance is not commitment, assumptions create risk, and people support what they help create. If you’re an owner planning for the future...
2026-02-0321 min
Delegate 2 Elevate – Get Sh!t DoneEp. 60- Elizabeth Ledoux: From Delegating Emails to Delegating LegaciesWhat does it really take to let go of your life’s work — and hand it off without breaking the relationships that matter most?In this episode of Delegate 2 Elevate: Get Sh!t Done, Bonnie sits down with Elizabeth Ledoux, founder of Transition Strategists, Denver chair of Tiger 21, and author of It’s a Journey. With over 30 years of experience helping hundreds of entrepreneurs navigate succession, Elizabeth brings wisdom, empathy, and practical tools to the conversation.They dive into:Why succession is more about people than numbersElizabeth’s personal ranch transition story and how...
2026-01-2725 min
Business Transition Roadmap with Elizabeth LedouxAfter You’ve Won on Paper: Finding Purpose, Identity & What’s Next with Jeff MunnWhat happens when you’ve done everything you were “supposed” to do—and it still doesn’t feel like enough?In this episode of The Business Transition Roadmap, Elizabeth Ledoux sits down with executive coach Jeff Munn, who specializes in helping founders and business owners move past the letdown of success and the overthinking that follows major milestones.Jeff shares his own journey as a lawyer, consultant, and executive who checked every box—only to discover that outer achievement can’t replace inner clarity. Together, they explore why busyness becomes an avoidance strategy, how identity gets tangled u...
2026-01-2029 min
Business Transition Roadmap with Elizabeth LedouxThe Gift of Not Knowing: Why You Don’t Have to Be Ready to Begin TransitionWhat if not knowing exactly how your transition will unfold was actually a gift—not a liability?In this solo episode, Elizabeth Ledoux invites business owners and successors to rethink the idea of readiness in succession planning. Through a real client story and her own experience transitioning ownership without a successor initially in place, Elizabeth reframes uncertainty as a powerful strategic tool.She explains why waiting until you “know for sure” often leads to avoidance, anxiety, and missed opportunities—and how adding time to the transition equation creates clarity, confidence, and stronger relationships. If you’ve been ho...
2026-01-0615 min
Business Transition Roadmap with Elizabeth LedouxDigital Assets Are Business Assets: Protecting Value Before Succession or SaleWhat if the deal falls apart—not because of finances or operations—but because no one knows who owns the website, the data, or the digital tools?In this episode, Elizabeth Ledoux sits down with digital asset expert Paige Wiese to uncover why digital infrastructure is now a critical driver of business value during succession or sale. Paige explains how unseen risks—vendor ownership, missing access, compliance gaps, and undocumented systems—can quietly derail transactions or drastically reduce valuation.This conversation is essential listening for owners, successors, and advisors who want to future-proof businesses and protect...
2025-12-1637 min
Business Transition Roadmap with Elizabeth LedouxWhy Transition 3.0 Changes Everything: Our Evolve ProgramWhat if the biggest risk in your transition isn’t taxes or valuation—it’s making assumptions about the people you love?In this episode, Elizabeth Ledoux and her successor-partner Andrea Carpenter unpack how Transition 3.0 is changing the way families think about succession. Instead of designing a transition for your successors, Transition 3.0 invites you to build it with them—reducing assumptions, strengthening communication, and dramatically increasing success.They explore why 60% of transitions fail, why proactive planning protects relationships, and how the Evolve program helps owners create clarity, optionality, and momentum—whether they plan to exit in 2 years...
2025-12-0940 min
Business Transition Roadmap with Elizabeth LedouxWhy Staying Stuck Costs More Than Moving ForwardWhat if the biggest obstacle in your transition isn’t strategy—it’s fear?In this episode, Elizabeth Ledoux unpacks the fears that hold founders and successors in place, even when they say they want forward movement. She explains how hidden fears shape decisions, limit communication, and keep people isolated at the exact moment they need connection the most.Through real client examples, Elizabeth explores why transitions trigger identity questions, financial worries, concerns about relevance, and a desire to keep “skeletons in the closet.” She offers mindset shifts and practical insight for naming fear, understanding it, and mo...
2025-11-2525 min
Business Transition Roadmap with Elizabeth LedouxLiminal Space: Navigating the Human Side of Business Transition with Susan BradleyWhat if the most important part of your business transition is the part that feels uncertain?Elizabeth sits down with Susan K. Bradley, CFP®, CeFT®, founder of the Sudden Money® Institute, to explore how the in-between moments of change hold the greatest potential for creation and clarity. Susan brings nearly three decades of experience guiding families and advisors through the emotional, relational, and structural layers of transition.Together they unpack liminality, the creative tension between endings and beginnings, and why navigating it with awareness builds resilience and renewal.In this episode:• How S...
2025-11-1128 min
Business Transition Roadmap with Elizabeth LedouxBrand = Reputation: Making Trust Transferable in Succession with Meghan LynchHow do you transfer trust—built over decades—without losing clients, team confidence, or momentum?In this conversation, Elizabeth and brand strategist Meghan Lynch dig into the human side of brand during succession. Meghan reframes “brand strategy” as the practical process of making a company’s reputation transferable—pulling stories and decision rules out of a founder’s head, mapping the messaging, and sequencing one-to-one conversations so key stakeholders see continuity and new energy.They also cover where transitions derail (silence driven by fear), how to pace internal vs. external comms, and why the work g...
2025-10-2833 min
Business Transition Roadmap with Elizabeth LedouxStop Assuming They All Want It: Getting Clear on ‘The Who’Who’s next?It’s one of the most powerful—and loaded—questions in any family business transition. In this episode, Transition Guides Marcy McNeil and Deborah Davis unpack “The Who,” a cornerstone of the Transition Compass, and reveal why clarity around ownership, leadership, and stewardship is the true foundation of a successful transition.They share how honest conversations about readiness, desire, and alignment help families move from assumption to shared understanding—and how even uncomfortable truth can bring freedom when it’s named with empathy. Whether you’re the current owner, the rising generation...
2025-10-141h 03
Business Transition Roadmap with Elizabeth LedouxLegacy That Lasts: Storytelling, Identity & Family Connection with Kasia FlanaganWhat if the most valuable legacy you leave behind isn’t financial at all—but the stories that shape identity and connection?In this episode, Elizabeth sits down with historian and founder of Everyday Legacies, Kasia Flanagan, who helps families preserve their life stories through memoirs, films, and storybooks. Kasia’s personal journey from hardship in rural Idaho to earning a PhD in history and serving families worldwide is a powerful testimony to the resilience found in family narratives.Together, they explore why storytelling is essential for family transition, how vulnerability creates belonging, and why legacy...
2025-09-3030 min
Business Transition Roadmap with Elizabeth LedouxFourth-Gen Lessons: EOS, Legacy & Letting GoHook: Is your family business trying so hard to protect the “golden egg” that you’re starving the next generation of the chance to build something bigger?Adam Hill—4th-gen leader, CEPA, and Professional EOS Implementer—joins Elizabeth to talk candidly about stepping into leadership, nearly facing insolvency, and using EOS to professionalize a legacy company. They unpack the identity shift for founders, why communication is the next-gen’s superpower, and how to move teams out of “artificial harmony” into healthy conflict that actually solves problems. If you’re eyeing a transition in the next 3–5 years, or you’re a rising succ...
2025-09-1627 min
Your Next Gen Friend: A Successor's Guide to Business TransitionYou Are Not the Business: Legacy, Energy & Leadership with Anne BauerWhat if stepping into family business leadership meant putting on someone else’s suit every day—literally and figuratively?In this episode, Andrea sits down with sixth-generation CEO Anne Bauer, who shares how trying to lead like her dad left her feeling disconnected and creatively stuck. Anne opens up about the moment she realized she needed to stop copying and start leading authentically—and how that shift changed everything.We explore Anne’s Three Pillars of Legacy framework—clear communication, healthy boundaries, and energetic awareness—and how energy work can transform how we show up inside famil...
2025-09-1143 min
Business Transition Roadmap with Elizabeth LedouxNavigating Complex Business Transitions via AI-Driven Exit Planning with Craig SweeneyWhat does it take to transform a confusing, fragmented business transition into a clear, manageable process? In this episode, Elizabeth Ledoux sits down with Craig Sweeney, the founder of AI Exit Navigator—a revolutionary operating system that guides business owners through every step of their transition journey. Craig brings a unique perspective as both a serial entrepreneur and former private equity professional. After working in private equity for over a decade helping portfolio companies with revenue optimization, he started his own fintech company and successfully navigated his own exit to a strategic partner. This dual experience—seeing trans...
2025-09-0232 min
Activating MagicWhy Business Feels Easier After Discovering Your Unique Gifts with Elizabeth PurvisHiding the part of yourself that makes you different might feel safer—but it could be costing you everything. Elizabeth Purvis knows that fear all too well. For years, she locked away her magical gifts in secret closets and hidden book collections, terrified of judgment and misunderstanding. In this raw, unfiltered conversation, Elizabeth reveals how she went from closeted witch to sought-after business coach—helping entrepreneurs turn their unique magic into client-attracting, money-making offers. If you've ever felt pressured to dim your light or blend in just to be accepted, this episode will blow those limi...
2025-09-0152 min
Business Transition Roadmap with Elizabeth LedouxHow Family Businesses Gain Clarity with the Objectives Matrix in Succession PlanningIn this conversation, Marcy and Debbie explore the Objectives Matrix™ and its role in successful family business transitions. They walk through how clearly defined objectives—especially when written in the present tense—help unlock new energy and clarity for all parties involved.From uncovering personal values and legacy goals to naming deal breakers and navigating differing visions, this episode reveals how structured dialogue can ease tension and spark aligned action.They also share the unique role a guide plays in holding space, asking tough questions, and empowering families to move from secrecy to shared vision.Loss...
2025-08-1944 min
Business Transition Roadmap with Elizabeth LedouxLiving What We Teach and the Evolve Program LaunchWhat happens when transition strategists navigate their own succession? In this episode, Elizabeth Ledoux and Andrea Carpenter pull back the curtain on their ongoing transition at The Transition Strategists while unveiling their groundbreaking new Evolve program. Andrea shares the reality of being a successor in the business she helps other successors navigate, revealing how even the most prepared transitions come with unexpected challenges and growth opportunities. Elizabeth reflects on how bringing on a successor has energized rather than slowed down the business, creating momentum and fresh perspectives that benefit everyone. The heart of this episode...
2025-08-0523 min
Business Transition Roadmap with Elizabeth LedouxWhen Stepping Away Becomes the Best Step Forward with Kayla KernickWhat does it look like to navigate succession from the inside? In this episode, Elizabeth Ledoux sits down with Kayla Kernick, who offers a rare dual perspective as both a family business successor and a Transition Guide with The Transition Strategists. Kayla shares her personal journey with Spring Creek, her family's business in Canada, where she initially entered organically through a retail opportunity, left when relationships became strained, and returned with clarity about her role and renewed family dynamics. Her story illustrates the common challenges successors face - being seen as more than their family role, managing e...
2025-07-2236 min
Business Transition Roadmap with Elizabeth LedouxWhat Most Transition Plans Miss (And Why It Matters)This is a solo episode featuring Elizabeth Ledoux exploring the critical elements that most business transition plans overlook. Drawing from nearly 30 years of experience helping families navigate succession, Elizabeth reveals why focusing solely on the "how" and "how much" leads to failed transitions, while addressing the "people side" creates lasting success. She breaks down five key areas that traditional succession plans miss and shares insights from achieving a 100% client success rate.Show NotesMost business transition plans focus heavily on financial structure and tax strategy while missing the critical elements that determine...
2025-07-0827 min
Business Transition Roadmap with Elizabeth LedouxFrom Control to Collaboration: Building Trust in Business TransitionIn this solo episode, Elizabeth Ledoux tackles one of the biggest challenges in business transition: moving from being in complete control to sharing decision-making with your successor.Elizabeth explains that while business owners often get labeled as "control freaks," control is usually rooted in care for others—protecting employees, family members, and the business itself. However, without a plan to gradually shift from control to collaboration, owners often get burnt out or stuck with nowhere to go.The key insight? The best transitions are journeys, not events. Rather than a sudden handoff of control, successful tr...
2025-06-2416 min
Business Transition Roadmap with Elizabeth LedouxBecoming a Business Empty Nester: Preparing for Life After OwnershipBusiness owners face a critical question: What happens if you're suddenly not there? In this episode of The Business Transition Roadmap, Elizabeth Ledoux guides listeners through becoming a "business empty nester" - preparing your business and successors to thrive without you. Learn why successful business transitions require planning, how to prepare successors for independence, and discover your Next Adventure beyond ownership. Essential listening for family business owners, succession planning, and anyone considering their business transition timeline. Elizabeth uses the powerful metaphor of becoming an "empty nester" to help business owners understand the transition process. Just as parents p...
2025-06-1023 min
YOU DON'T KNOW WHAT YOU DON'T KNOWFrom Strategy to Transition: A Business Journey - The Transition StrategistsThis episode is with special guests, Elizabeth Ledoux and Andrea Carpenter of The Transition Strategists.Elizabeth Ledoux is the founder and CEO of The Transition Strategists, an international consulting firm that creates business succession plans for family and private businesses. One hundred percent of the owners who have used her company’s proprietary Transition Roadmap Developer™ to choose and mentor capable successors have positioned their companies for ongoing success and moved forward to live happy and meaningful lives.With a career spanning over 30 years, Elizabeth has helped hundreds of business owners navigate the complex dynamics that...
2025-06-0235 min
Business Transition Roadmap with Elizabeth LedouxLegacy and Harmony in Business TransitionIn this solo episode, Elizabeth Ledoux tackles one of the most challenging aspects of business transition: the false choice between legacy and harmony. Elizabeth defines legacy as what you leave behind - your business, impact, wealth, and the imprint of your effort and values. Harmony, on the other hand, is how you leave it behind - focusing on relationships, emotional well-being, and unity among all stakeholders. Many business owners believe they must choose between building a solid legacy and maintaining harmonious relationships. Elizabeth explains why this limiting belief can damage transitions and shares practical strategies fo...
2025-05-2925 min
Fearless Family BusinessE35: Preparing the Next Generation for Family Business Success with Andrea CarpenterCurious about how to successfully transition a family business while preserving its legacy? In this episode, Adam chats with Andrea Carpenter, a seasoned expert in family business succession who shares her personal experiences growing up in a family business and the critical role that open communication played in her formation, while exploring how both family business leaders and next-generation members can balance honoring legacy with pursuing their own authentic paths.Whether you're planning to pass your business to the next generation or contemplating other transition options, Andrea's wisdom about creating authentic spaces for rising generations w...
2025-05-0748 min
Business Transition Roadmap with Elizabeth LedouxThe Power of Peer Learning in Business TransitionPeer learning plays a transformative role in the lives of business transitioners and successors. In this episode, Elizabeth and Andrea discuss how peer learning fosters vulnerability, transparency, and growth during critical transitions. They highlight the importance of creating spaces where individuals can exchange knowledge and gain clarity on complex issues.Elizabeth shares her experience leading peer learning groups and emphasizes their value in navigating business challenges. Andrea offers insights from her personal and professional journey, discussing how peer learning helped her grow into leadership roles. Together, they explore how communities can provide e...
2024-12-0321 min
Business Transition Roadmap with Elizabeth LedouxNavigate Family Gatherings with Grace & PurposeIn this episode, Elizabeth Ledoux and Andrea Carpenter explore the intersection of family gatherings and business transitions, offering advice on how to navigate sensitive conversations, maintain family harmony, and ensure a smooth transition process. The hosts emphasize the importance of setting boundaries, communicating effectively, and being intentional about creating a shared vision for the future of the business. They also share practical tips for making the most of family gatherings while addressing important business matters.Download our free guide, "The Family Connection Guide: Holiday Edition": https://transitionstrategists.com/holiday-connection-guide ...
2024-11-1916 min
Business Transition Roadmap with Elizabeth LedouxIntegrating Philanthropy into Your Business Transition Roadmap with Joan KossThis episode explores the vital role of philanthropy in business transition strategies, highlighting its power to provide purpose, strengthen family bonds, and create a lasting impact. Joan Koss, a wealth advisor from Callan Capital, talks with Elizabeth Ledoux about her expertise on guiding business owners through integrating philanthropy into their financial plans and navigating various charitable giving options. Discover how philanthropy can redefine your next chapter and bring joy, purpose, and fulfillment after a liquidity event. Joan Koss is a wealth advisor with a passion for philanthropy and a knack for helping hig...
2024-11-0532 min
Business Transition Roadmap with Elizabeth LedouxChoosing the Right Successor for Your Business with Cody TeetsIn this episode, host Elizabeth Ledoux is joined by Cody Teets, a Transition Guide for The Transition Strategists. Cody is a practical, visionary thinker and resourceful Transition Guide to business owners and successors. She brings 25-plus years of experience to each engagement in positioning key stakeholders to succeed in family-business transitions and designing executive succession strategies.In this episode, Elizabeth and Cody explore the essential aspects of business transition planning, highlighting the importance of early preparation, clear communication, and a focus on the human element. Cody shares her insights on the challenges a...
2024-10-2233 min
Business Transition Roadmap with Elizabeth LedouxCreating a Sense of Urgency in Business Transitions with Elizabeth LedouxIn this episode, Elizabeth explores the importance of creating a sense of urgency in business transitions. She discusses the mindset shifts necessary for a successful succession and shares insights on overcoming common roadblocks like commitment phobia. She also emphasizes the value of envisioning a long-term future and offers strategies for guiding your business and yourself into the next chapter.Join Elizabeth on a monthly 50-minute online forum, “Collective Conversations”: https://transitionstrategists.co/collective-conversations Chapters in this episode: 02:30 - Importance of Commitment in Business Transitions07:14 - Explor...
2024-10-0821 min
Business Transition Roadmap with Elizabeth LedouxCelebrating 50 Episodes: Our Core Values with Elizabeth Ledoux & Andrea CarpenterFor the fiftieth episode of this podcast (50 episodes!), Elizabeth Ledoux thought that there was no better way to both celebrate the past and look forward to the future than to invite back to the show her successor, Andrea Carpenter, and discuss their core values. In this episode, Elizabeth and Andrew explore the following seven core values:(1) People first.(2) Independently accomplished and resourceful.(3) Gracefully nimble.(4) Positively playful.(5) Curiously engaged.
2024-09-1024 min
Business Transition Roadmap with Elizabeth LedouxBusiness Governance: What Do Families in Business Transition Need to Know?Marcy McNeal, a business transition guide and coach at The Transition Strategists, once again joins host Elizabeth Ledoux for today’s episode. In this episode, Elizabeth and Marcy discuss the importance of business governance in family-owned businesses during transitions. They emphasize that governance provides a structured framework for decision-making, fostering inclusivity and reducing personal friction. Marcy highlights that governance can take time to implement effectively, with a typical timeline of around 6 months for comfort and around a year for consistent use. Elizabeth adds that governance helps in slowing down decision-making to ensure all...
2024-08-2733 min
Business Transition Roadmap with Elizabeth LedouxThe Art of Selling Your Business: Cultural Fit, Employee Well-being, & Long-term SuccessIn this episode, host Elizabeth Ledoux is joined by Betsy Hoaglund for a discussion about the practical steps Betsy went through to grow her business then transition out of it with a healthy exit strategy.Elizabeth and Betsy discuss finding the cultural fit between the buyer and the business, prioritizing employee well-being, taking a long-term perspective, and embracing new opportunities.Thank you to Betsy for being on the show. Connect with Elizabeth Ledoux and the Transition Strategists:Website: https://transitionstrategists.com/ ...
2024-08-1336 min
Business Transition Roadmap with Elizabeth LedouxThe Character & Role Shifts in a TransitionIn this episode, host Elizabeth Ledoux once again talks with Andrea Carpenter about the intricacies of business succession and the metamorphosis that both owners and successors undergo during a business transition. They explore the roles of the "magician" owner and the "apprentice" successor, emphasizing the importance of curiosity, communication, and strategic planning. The conversation highlights the challenges and rewards of transitioning leadership, offering practical advice for maintaining healthy relationships and clear expectations. Join our free 90-minute “metamorphosis” workshop for family business owners, successors, and advisors, “From Complexity to Clarit...
2024-07-3031 min
Business Transition Roadmap with Elizabeth LedouxGetting Serious About the DealIn this episode, the second of a two-part series, host Elizabeth Ledoux and guest Andrea Carpenter discuss the possibility of handing the reins of Elizabeth’s business to Andrea. They explore the challenges and opportunities of navigating this deal, which would involve Andrea becoming her boss’s successor. On a practical level, this conversation reveals the importance of trust, communication, and transparency in potential partnerships and succession planning. Connect with Elizabeth Ledoux, Andrea Carpenter, and the Transition Strategists:Website: https://transitionstrategists.com/ Facebook: h...
2024-07-1629 min
Business Transition Roadmap with Elizabeth LedouxOpportunities in Business Transition: A Dialogue on Succession with Elizabeth Ledoux and Andrea CarpenterIn this episode, the first of a two-part series, host Elizabeth Ledoux and guest Andrea Carpenter have a wide-ranging conversation about the possibility of Andrea becoming Elizabeth’s successor at Transition Strategists, Elizabeth’s consultancy that offers transition and business succession planning strategies to families, individuals, and businesses.Elizabeth and Andrea discuss the value of potentially collaborating together in business, their conversation invites listeners like you to ponder your situation and whether you, like Elizabeth, might want to start planning your own business transition or succession. They also discuss the difficulties and opportunities that people face...
2024-07-0228 min
Business Transition Roadmap with Elizabeth LedouxAn Essential Checklist for Effective Family Business TransitionIn this episode, host Elizabeth Ledoux walks us through a checklist of items that are important for members of a family enterprise to consider when embarking on an intergenerational family transition. A business transition for a family can be fraught with issues, conflict, and challenges. Yet, with thoughtful planning, an attitude of gratitude, and Elizabeth’s checklist, your family business transition can be smooth and can create opportunities for people to learn, share, and grow together. Download for free the “Family Business Transition Checklist”: http://transitionstrategists.com/44 Read Elizabeth’s article...
2024-06-1828 min
Business Transition Roadmap with Elizabeth LedouxNavigating M&A with Expert Guidance: Adams Price on Business TransitionsIn this episode, host Elizabeth Ledoux is joined by Adams Price, an investment banker and M&A advisor who has led and executed countless transactions in the technology, manufacturing, and supply chain industries.
In this episode, Elizabeth and Adams discuss the challenges of transitioning a business, emphasizing the importance of understanding your objectives and desires and those of family members. With mergers and acquisitions, they explore the need to start the process early so you can prepare financially and gain a clearer understanding of your objectives. Elizabeth and Adams also discuss surrounding yourself with the right advisors...
2024-06-0635 min
Business Transition Roadmap with Elizabeth LedouxThe HOW of Business TransitionBusiness transition is a journey, not an event. In this episode, host Elizabeth Ledoux explores the benefits of people considering a business transition to start with: “How?” For example: How will the transfer of your business to your successors be structured?
Taking a structured approach can minimize disruptions and preserve the integrity and legacy of your business.
In this episode, Elizabeth explores three strategies business owners can take when planning to exit a business: liquidation; transitioning to an insider; and transitioning to a third party.
As Elizabeth mentions in this episode, you’re invite...
2024-05-2925 min
Business Transition Roadmap with Elizabeth LedouxMaximizing Your Generosity: Understanding the Lifetime Gift Tax Exemption, w/ Michelle AmRheinIn this episode, host Elizabeth Ledoux is joined by Michelle AmRhein, an estate and business lawyer who works in estate planning and business succession.
In this episode, Elizabeth and Michelle discuss the lifetime exemption, which is also known as the lifetime gift tax exemption and is the total amount of money or assets an individual can give to others over their lifetime without incurring gift tax. They discuss the impending halving of the lifetime exemption in US estate planning and the importance of understanding and utilizing these exemptions to minimize taxes and ensure a smooth transition for...
2024-05-0925 min
Business Transition Roadmap with Elizabeth LedouxLegacy Building & the Role of Family in Business Growth, w/ Danielle ScimecaIn this episode, host Elizabeth Ledoux is joined by Danielle Scimeca, a lawyer and entrepreneur who runs one of her family’s businesses, FCT Water Treatment, and is involved with other family businesses.
In this episode, Elizabeth and Danielle discuss succession planning and business growth with a family-owned company. They also explore the challenges of succeeding a business owner, including lack of clarity and communication. Danielle also opens up about the challenges of transitioning a business, including the emotional toll on the shareholders and the need for vulnerability and open communication.
Thank you to Danielle Sc...
2024-04-1835 min
Scaling Up Business with Bill GallagherNavigating the Terrain Of Business Transitions with Elizabeth LedouxAs an entrepreneur, have you given much thought to your exit plan? Are you not only capturing wealth but also putting the right things in place to preserve your legacy? In this episode, Elizabeth Ledoux shares her wealth of knowledge on business transitions. With over three decades of experience, Elizabeth helps entrepreneurs start their business transition journey. Elizabeth Ledoux is the founder and CEO of the Transition Strategists, an international consultancy that helps owners of private and family businesses to maximize the odds of successful business transitions. Key topics that Bil...
2024-04-1749 min
Business Transition Roadmap with Elizabeth LedouxNavigating Purposeful Planning & Maximizing Impact, w/ John A. WarnickIn this episode, host Elizabeth Ledoux is joined by John A. Warnick, the founder of the Purposeful Planning Institute, a fellow of the American College of Trust & Estate Counsel, and author of the Purposeful Trust & Legacies Handbook.
After thirty as a tax and legal advisor to wealthy families, John pivoted to pursue his passion of assisting clients transition their wealth more purposefully. With the Purposeful Planning Institute, John works with clients and their advisors to ensure that the impact of their planning will positively impact future generations.
In this...
2024-04-0436 min
Business Transition Roadmap with Elizabeth LedouxFrom Startup to Succession: Wealth Planning for Entrepreneurs, w/ Nelisha FirestoneIn this episode, host Elizabeth Ledoux is joined by Nelisha Firestone, who helps people in the financial world stay healthy and whole. A wealth advisor and the founder of Firestone Financial Group, Nelisha works with owners through all stages of their business.
Nelisha and Elizabeth delve into the intricacies of financial planning and estate management for business owners. Nelisha shares personal anecdotes, stressing the importance of establishing trust and relationships with financial advisors early on. She also emphasizes the need for business owners to diversify their wealth beyond their primary business to mitigate over-reliance on a single...
2024-03-2130 min
Business Transition Roadmap with Elizabeth LedouxKickstarting Your Business Transition, w/ Andrea CarpenterIn this episode, host Elizabeth Ledoux is joined by Andrea Carpenter, the Director of Programming at The Transition Strategists.
In this episode, Elizabeth and Andrea discuss their new Big Six Program, which helps business owners think about their business transition and plan for the future. They explore the six critical questions that every owner must answer when considering a business transition:
WHY? —Why do you want to transition your business?
WHAT? — What do you have and want to transition?
WHO? — Who will succeed you in owners...
2024-03-0727 min
Business Transition Roadmap with Elizabeth LedouxInsights on Legacy Preservation & Wealth Transfer Strategies w/ Mark RichardsIn this episode, host Elizabeth Ledoux is joined by Mark Richards, Principal of the Winged Keel Group.
Mark shares his insights on legacy preservation and wealth transfer strategies. He also shares his personal experience with succession planning, including the importance of having an advisory board to hold him accountable.
Elizabeth and Mark also discuss how life insurance can play a crucial role in legacy preservation for ultra-affluent individuals and business owners. They also discuss the challenge of selecting a trustee for a multigenerational trust, as it requires identifying someone...
2024-02-1532 min
Business Transition Roadmap with Elizabeth LedouxThe Art of Pivoting: Alina Martin on Merging & Selling BusinessesIn this episode, host Elizabeth Ledoux is joined by Alina Martin, an investor and advisor who was named one of Canada’s Top 100 female entrepreneurs in 2018. These days she’s building new business ventures, running her family office, and also involved in real estate and consulting.
In this episode, Elizabeth and Alina discuss lessons Alina learned after merging two companies, the importance of committing to decisions and not flip-flopping, watching the sign-posts for when it’s the right time to sell your business, and the need for planning what you’re going to do after yo...
2024-02-0130 min
Business Transition Roadmap with Elizabeth LedouxPreparing Heirs & Optimizing Your Family's Impact, w/ Josh Kanter, CEO of leafplannerIn this episode, host Elizabeth Ledoux is joined by Josh Kanter, CEO and founder of leafplanner, a wealth advisory company that enables families to apply a family office perspective to optimize their impact.
Elizabeth and Josh discuss his decades working in his own family office and as an advisor to other families and family offices, the need to connect legacy planning and estate planning, plus Josh’s leafplanner program that helps families capture, collect, map, and share their information for future generations.
In this episode, Josh mentions the following pr...
2024-01-1836 min
Business Transition Roadmap with Elizabeth LedouxHow to Be Successful as a Successor CEO, w/ Kyle Recchia CEO of The Perfect WorkoutIn this episode, host Elizabeth Ledoux is joined by Kyle Recchia, CEO of The Perfect Workout, a personal training company.
In this episode, Elizabeth and Kyle discuss his journey from part-time personal trainer to COO to CEO. They explore challenges of CEO successions, trust in partnerships, and the dynamic of sharing responsibility, with a focus on alignment and accountability. Recchia also reflects on the high learning curve of leadership transitions and highlights his commitment to personal and professional growth. The episode also delves into challenges of ownership transitions and the importance of open communication.
2024-01-0435 min
Business Transition Roadmap with Elizabeth LedouxPrioritizing People Over Profits: The Role of Trust in Business Succession Planning, w/ Caio CampelloIn this episode, host Elizabeth Ledoux is joined by Caio Campello, a member of The Transition Strategists team. As an attorney, arbitrator, mediator, negotiator, strategist, and business transition guide (yes, he wears all of these hats!), Caio has worked with families and businesses to resolve disputes and find equitable solutions that benefit all parties.
In this episode, Elizabeth and Caio discuss the challenges and opportunities related to the succession planning process, the importance of a trusted advisor in facilitating communication between the owner and successor in a family business transition, and the shift in...
2023-12-2128 min
Business Transition Roadmap with Elizabeth LedouxThe Greatest Wealth Transfer: Ensuring Success in Family Business TransitionIn this episode, host Elizabeth Ledoux is joined by Doug Johnson. Doug is the Denver chair of TIGER 21. Throughout his career, he’s been a stockbroker, he’s worked on public and private partnerships, he’s worked with the Department, and he has introduced a socially responsible investment firm to his community.
In this episode, Elizabeth and Doug discuss the importance of communities thriving forward, particularly in the context of family businesses. They also explore the challenges of knowledge transfer in family businesses, highlighting the need for a well-thought-out plan to pass on not just f...
2023-12-0744 min
Double P PodcastsThe Crown S6E02 and S6E03 Review | Podcast Lilibet #TheCrown | Netflix #thecrownnetflixBubba and Matt break down S6E02 "Two Photographs" and S6E03 "Dis-Moi Oui" of the final season of The Crown on Netflix in, as Bubba tries unsuccessfully to temper Matt's poor humor in the light of these episodes. We'll be back to explore S6E04 of the Crown, and the rest of the final season soon!. Even though Matt's humor is rarely welcome, we still welcome YOUR thoughts on the episodes discussed, and ALL episodes of the Crown! Send feedback on those episodes to @Lilibetpod on X, or to @DoublePHQ across all social media (including Facebook - https...
2023-12-031h 10Double P PodcastsThe Crown S6E02 and S6E03 Review | Podcast Lilibet #TheCrown | Netflix #thecrownnetflixBubba and Matt break down S6E02 "Two Photographs" and S6E03 "Dis-Moi Oui" of the final season of The Crown on Netflix in, as Bubba tries unsuccessfully to temper Matt's poor humor in the light of these episodes. We'll be back to explore S6E04 of the Crown, and the rest of the final season soon!. Even though Matt's humor is rarely welcome, we still welcome YOUR thoughts on the episodes discussed, and ALL episodes of the Crown! Send feedback on those episodes to @Lilibetpod on X, or to @DoublePHQ across all social media (including Facebook - https...
2023-12-031h 10
Business Transition Roadmap with Elizabeth LedouxFrom Oysters on a Cart to Seafood Empire: The Legacy of Seattle Fish Company, w/ James IacinoIn this episode, host Elizabeth Ledoux is joined by James Iacino, the former owner, Chairman, & CEO of the Seattle Fish Company
James shares how his family got started in the seafood business in the early 1900s, including how his grandpa as a teenager pushed a cart around Denver selling oysters that had been trained in from Seattle.
James and Elizabeth also dive into the pressure of being a successor in a family business and the challenges James faced balancing his vision with his company’s established path.
2023-11-2334 min
Business Transition Roadmap with Elizabeth LedouxThe Power of Eliminating Options & Focusing on Less, w/ Jay RollinsIn this episode, host Elizabeth Ledoux is joined by Jay Rollins, one of the top real estate people in our country. Over twelve years, he built and then sold a commercial real estate finance company, JCR Capital.
In this episode, Elizabeth and Jay discuss the importance of having a clear timeline for your career, especially as you get older and closer to retirement. They also explore the need to make the most of our limited time left and to prioritize our passions and goals, rather than simply continuing to work for the sake of it.
Th...
2023-10-2634 min
Business Transition Roadmap with Elizabeth LedouxWhat Is It Like To Be A Business Transition Guide?In this episode, host Elizabeth Ledoux explores her role as a business transition guide. Part consultant, part advisor, Elizabeth works with business owners and wealth creators to figure out the best options for transferring their assets.
Elizabeth and her team at The Transition Strategists often start the process with learning about their client’s values. From there, they explore what the client wants for their future, and how they want their assets—be it their estate and/or their business—to transition to other people. All of this feeds into what Elizabeth calls a roadmap, which is a way f...
2023-09-2129 min
Business Transition Roadmap with Elizabeth LedouxThe Role Of Emotional Intelligence In Ensuring Successful Business TransitionsIn this episode, host Elizabeth Ledoux is once again joined by Marcy McNeal, a strategist, transition guide, teacher, and coach at The Transition Strategists.
Elizabeth and Marcy explore various aspects of how social and emotional intelligence pertains to business transitions. Social and emotional intelligence involves more than just self-awareness; it's about accurate self-assessment and understanding how your behavior affects others. To understand the underlying reasons for your emotions and be mindful of how your behavior impacts others, it’s important to seek feedback from colleagues and team members.
Social and emotional intelligence plays a vital rol...
2023-09-0731 min
Business Transition Roadmap with Elizabeth LedouxWealth Transition Planning, with Brannon FisherIn this episode, host Elizabeth Ledoux is joined by Brannon Fisher, Principal at Simon Quick Advisors, a multi-family office wealth management firm. Responsible for new business development at Simon Quick, Brannon provides wealth management and investment consulting services to clients.
In this episode, Brandon shares his unconventional journey from being a high school English teacher to becoming a certified financial planner, and how he helps families navigate the complexities of wealth management and business transition.
Elizabeth and Brannan also discuss the significance of setting clear financial goals and strategies, navigating family dynamics and legacy wealth, a...
2023-08-2533 min
Business Transition Roadmap with Elizabeth LedouxFinding Freedom: How a Thoughtful Business Transition Changed Everything, w/ Tom KirkIn this episode, host Elizabeth Ledoux is joined by Tom Kirk, an entrepreneur who formed his first company at 27 and has since started or bought several companies, including FirstWave Financial.
In this episode, Elizabeth and Tom discuss how he got into financial planning and investment advice, his open heart surgery and triple bypass, starting FirstWave Financial, and the importance of understanding what you want with a business transition.
They also discuss Laura Chiesman, the president of FirstWave Financial and co-author (with Elizabeth) of “It’s A Journey – The MUST-HAVE Roadmap to Successful Succession Planning,” which you can lea...
2023-08-1036 min
Business Transition Roadmap with Elizabeth LedouxTax Efficiency in Business Transitions: Strategies & Considerations w/ Eric LakeIn this episode, host Elizabeth Ledoux is joined by Eric Lake, a Managing Tax Partner at Holben Hay Lake Balzer CPAs, an accounting and consultancy firm that is a division of SingerLewak.
In this episode, Elizabeth and Eric discuss various strategies for business owners navigating business transitions and ensuring tax efficiency. Eric shares his insights as a tax professional, highlighting key considerations when transferring ownership from one generation to the next. They explore the importance of planning, tax implications of different sale methods, and creating a sustainable wealth-building plan for successors.
Be sure to listen t...
2023-07-2736 min
Business Transition Roadmap with Elizabeth LedouxThe Importance of Planning Your Exit Strategy with Ned MinorIn this episode, host Elizabeth Ledoux is joined by Ned Minor, a transaction attorney in the field of mergers and acquisitions that has generated more than $3 billion in total purchase/sales consideration for clients. Ned has also written extensively on the topic of entrepreneurs exiting their companies.
In this episode, Elizabeth and Ned discuss the value of businesses and the importance of planning for exit strategies. They emphasize the need for business owners to understand the worth of their businesses and how to transition them into the hands of others.
Ned also emphasizes the importance of...
2023-07-1333 min
Business Transition Roadmap with Elizabeth LedouxInsider Tips on Successful Succession PlanningIn this episode, host Elizabeth Ledoux is joined by Doug Damon, who is currently the Chairman of Damon Industries. Doug bought this business from his dad in 1979 and built it up over the decades. In recent years, he transitioned the ownership and management of Damon Industries to his children.
In this episode, Elizabeth and Doug discuss the following question (which many owners who are planning to pass their business onto the two or three kids hear): “Who’s going to be the CEO?” Doug also dives into his personal views on the importance of succession planning and coachin...
2023-06-3027 min
Business Transition Roadmap with Elizabeth LedouxA Journey of Business Succession & Professional Reinvention With Dawn AbbottIn this episode, host Elizabeth Ledoux is joined by Dawn Abbott who after decades as a business owner of an event and party rentals company became a professional EOS implementer and successfully transitioned into coaching.
In this episode, Elizabeth and Dawn talk about the importance of financial planning, building successful businesses, and transitioning out of them. They also explore the impact of mismanagement and failed financial planning in businesses, the benefits of the Entrepreneurial Operating System (EOS) for business owners, and the importance of looking at the positives and celebrating successes rather than overfocusing on gaps and c...
2023-06-1632 min
Business Transition Roadmap with Elizabeth LedouxNavigating Business Transitions: Insights from a Merger & Acquisition ExpertIn this episode, host Elizabeth Ledoux is joined by Steve Denny, a co-founder of Innovative Business Advisors. Steve is actively engaged in merger acquisition activities in all kinds of industries. He’s also developed some tools that business owners can use to grow their profitability and enterprise value.
In this episode, Elizabeth and Steve discuss the importance of preparing for your transition and building a team that can take over your business operations. Steve shares information about the books he's written on buying and selling businesses. He also emphasizes the need for business owners to have a pl...
2023-06-0138 min
Business Transition Roadmap with Elizabeth LedouxThe Role of a Leader In a Business Transition with Debbie DavisIn this episode, Elizabeth is joined by Debbie Davis, one of the lead transition guides at the Transition Strategists. She’s here to talk about leadership, and how the role of a leader shifts and changes throughout a transition. Business leaders go from running and operating their businesses to becoming a mentor to a successor who will take over their roles, and all of their skills and experience as a leader make a huge shift during the process.
You’ll get Debbie’s insight on the leadership skills needed to successfully transition out of a company, as well as...
2023-05-1931 min
Business Transition Roadmap with Elizabeth LedouxHow Communities Thrive with Marcy McNealIn this episode, Elizabeth is joined by Marcy McNeal, one of her top transition guides a the Transition Strategists. Marcy is a seasoned trainer, facilitator, and coach with a passion for supporting business owners through life-changing breakthroughs in how they go about their work and the results they produce.
You’ll get the perspectives of two business transition experts as Elizabeth and Marcy discuss the transition journeys they’ve worked on throughout the years, what makes some transitions more successful than others, and how the businesses that they’ve helped are essential to their surrounding communities.
2023-05-0525 min
Business Transition Roadmap with Elizabeth LedouxBuilding a Business Ministry and Growing Beyond with Sherrye and Steve MerrimanIn this episode, Elizabeth is joined by Sherrye and Steve Merriman, the past owners of Clergy Advantage, which is one of the largest firms in the United States that provides tax services to the clergy community. They have been working with Elizabeth for over 20 years, and have recently completed their exit from Clergy Advantage to move on to their next adventure- guilt-free skiing!
You’ll get the full story of founding Clergy Advantage to transitioning out of a successful business. Sherrye and Steve share their roles, responsibilities, and strategies during this transition and give gr...
2023-04-2034 min
Business Transition Roadmap with Elizabeth LedouxAdvice From an Owner in an Active Business TransitionIn this episode, Elizabeth is joined by Lance Barrett, who founded Barrett and Company CPAs back in 1986. After almost 40 years of growing his successful CPA firm, he is now transitioning on to his next life adventure. As a business advisor himself, Lance has a unique perspective on the interworkings of a business transition, as well as personal experience with his current journey.
You’ll get Lance’s advice on transitioning out of a company you founded, hear stories of the clients he advised and the business lessons he learned from them, and understand what differentiates a thoughtful, succ...
2023-04-0633 min
Business Transition Roadmap with Elizabeth LedouxPlanning Ahead for Your Transition with Kelly RobinsonIn this episode, Elizabeth is joined by Kelly Robinson, who recently left her partner position at a “big law” firm and launched her own practice. With over 30 years of law experience, Kelly was able to make this transition to successfully launch and expand her own firm to practice family law.
You’ll get to hear about the details of Kelly’s very recent transition and about some of the situations she has seen in her work with family law when businesses are involved. She’ll share what works and what doesn’t, and why planning ahe...
2023-03-2332 min
Life Fulfilled Podcast — Where leadership, self awareness and workplace performance actually connect.Ep 63 The Evolution of Your Purpose: Why Midlife Transition is InevitableOn this solo midweek episode, I share my takeaway from my conversation with Elizabeth Ledoux on episode 62. In my conversation with Elizabeth, we discussed that transitions for most business owners are inevitable. And, transitions can apply to all of us. Whether you're a business owner or not, planning a transition begins with finding your purpose.If you're unhappy with your job in your current midlife season, instead of searching for a new job, focus on discovering your current purpose. What are you really good at? Do you have a hobby that you love that could b...
2023-03-1513 minLife Fulfilled Podcast — Where leadership, self awareness and workplace performance actually connect.Ep 62 Business Transition Planning in Midlife Creates the Life You Want to LiveIn a Midlife Maximum episode, Elizabeth Ledoux joins us to talk about her mission to help successful people transition from business ownership to live the life they want. As CEO of The Transition Strategists, Elizabeth creates programs for business owners' transitions to their next chapter to keep communities healthy by keeping businesses healthy, soccer games playing, money flowing, and relationships going. Her aim is to help business owners transition their assets to others, and create a ripple effect through an entire community.Elizabeth believes that mom-and-pop businesses are the backbone of society, and wh...
2023-03-1340 min
Business Transition Roadmap with Elizabeth LedouxTransitioning From the Doer to the Mentor with Dianne NolinIn this episode, Elizabeth is joined by Dianne Nolin, a Managing Partner and Private Wealth Advisor at Argent Bridge Advisors. With over 30 years of experience in financial planning, she has a passion for helping others through empowerment and education and provides comprehensive financial solutions to high-net-worth families and individuals.
You’ll get to hear about the transition journey that Dianne and Elizabeth have gone through over the last five years of working together, including creating opportunities for others to learn, balancing business relationships, learning to be more intentional, and bringing clarity to the journey by narrowing in on...
2023-03-0934 min
Business Transition Roadmap with Elizabeth Ledoux5 Communication Tips for Owners Contemplating TransitionThere is always a fear that surfaces when a business transition begins. Owners fear that employees will lose confidence in them and leave the company or that the company will start to crumble if people get the wrong idea of where the transition is going. Employees fear that they’ll be left in the dark and that a new owner or new management will change their status quo in a way they don’t like. So how do we overcome our fear as owners and keep our employees calm in a time of uncertainty?
In this episode, Eliz...
2023-02-2318 min
Podcasting Your Global CareerTeenage Entrepreneur and Podcasting GeniusSeth Silvers started his career as a 16-year-old entrepreneur, transforming himself over the next few years from a depressed teen to a passionate podcaster with a mission to influence and empower businesses and people alike. Seth is founder of Story On Media, an agency that helps business leaders share their stories through thriving podcasts. He is passionate about helping people get their stories out into the world and believes in the power of podcasting to create credibility and trust. In this episode, you will learn the following: 1. How podcasting can be used to increase credibility...
2023-02-1724 min
Business Transition Roadmap with Elizabeth LedouxSlowing Down Your Business Transition with Beth BlackmerIn this episode, Elizabeth is joined by Beth Hoff Blackmer, the owner and President of Aspen Rent-all, Inc., a construction equipment rental business in Basalt, CO. The company was founded in 1967 by Beth’s father Dave Hoff and was purchased by Beth in 2000, and she has quadrupled the revenue of the business since that purchase.
You’ll get to hear the story of Beth’s business transition journey from buying in 2000 to selling in 2023 as they discuss the challenges that came with stepping into a leadership role without any background in the industry, and also the incredible reward...
2023-02-0932 min
Business Transition Roadmap with Elizabeth LedouxGoing Through Multiple Transitions In Business with Jennifer TibbettsIn this episode, Elizabeth is joined by a friend and previous client, Jennifer Tibbetts, who is the former owner of Power Equipment Specialists. She and Elizabeth have worked together on two different business transitions, purchasing a business from Jennifer’s father, and transitioning the business to her own successor.
Together, they’ll discuss the successes and challenges with both of these transitions and what the experience was like through Jennifer’s eyes. They’ll also discuss some important lessons that Jennifer learned along her journey and how much it means to hear other business owners’ stories of transition...
2023-01-2631 min
YOU DON'T KNOW WHAT YOU DON'T KNOWInterview with Elizabeth Ledoux, Owner of The Transition StrategistsElizabeth Ledoux is the founder and CEO of The Transition Strategists, an international consulting firm that creates business succession plans for family and private businesses. One hundred percent of the owners who have used her company’s proprietary Transition Roadmap Developer™ to choose and mentor capable successors have positioned their companies for ongoing success and moved forward to live happy and meaningful lives.With a career spanning over 30 years, Elizabeth has helped hundreds of business owners navigate the complex dynamics that come with business shifts. She works with individuals and families who share her belief that...
2023-01-1631 min
Business Transition Roadmap with Elizabeth LedouxThe 5 Qualities You Should Look For In a SuccessorWhen a successor comes into the picture for a business transition, people are always questioning whether they will succeed. Will they have the skills? Will they have the knowledge? While those things are important, they are skills that can be learned with time. The real question of whether a successor will thrive lies a little deeper: how they operate, how they behave, and how they approach challenges and failure in a business.
In this episode, Elizabeth shares the five main characteristics you should be looking for in a successor to maintain the health, well-being, and overall success...
2023-01-1231 min
Business Transition Roadmap with Elizabeth LedouxUnderstanding Equality and Fairness in Business TransitionsTrying to make things equal and fair is a tricky road to navigate when transitioning your business. As the owner, you may have a completely different perspective from the rest of the people in your business, so perception is key when you start a transition to ensure you keep up your relationships with those employees and place value in the things they care about.
In this episode, Elizabeth shares how you can create a positive perception from your employees and keep up your good relationships as you take them through your transition. The power is in your...
2022-12-3016 min
Business Transition Roadmap with Elizabeth LedouxGetting Stuck on the “Who” in Business SuccessionWhen it’s time to start the journey of succession, many owners get stuck on choosing their successor. They want to choose the right person, who will not only thrive in the business, but grow and expand it and carry it forward.
The question of “who” in business succession is so essential and so complex that we can’t fit it all into just one episode. In this episode, we’re highlighting some important pieces of this topic before diving deeper into a series of episodes centered on choosing your “who”.
Connect with Elizabeth a...
2022-12-1515 min
Business Transition Roadmap with Elizabeth Ledoux6 Owner Qualities to Improve the Odds of a Successful TransitionAs a business owner, the skills that you build during the beginning of your business are all about growing and developing the company you have created. When you then start a transition and pass on the business, the way you use those skills will need to change to fit a new role: the teacher and mentor to your successor.
In this episode, we’re talking about the 6 qualities owners need to have the best chance at a successful transition journey. Inspired by courage. Inspired by Innovation and Entrepreneurship by Peter Drucker, these qualities are essential to prepare yo...
2022-12-0112 min
Business Transition Roadmap with Elizabeth LedouxThe Business of Family Succession w/ Jennifer JohnsonIn this episode, we’re joined by the owner and Lead Lumenista at The Light Center, Jennifer Johnson. Almost 10 years ago, Jennifer took over a 51-year-old lighting company from her father and turned to Elizabeth and the Transition Strategists to assist in that succession.
Listen in to hear more about Jennifer’s career and life leading up to her succession of The Light Center, and get an inside look at how a business transition can work between family members.
Connect with Jennifer:
Website: lightcenterinc.com
LinkedIn: https://www.linkedin.com/in/jenn...
2022-11-1730 min
Business Transition Roadmap with Elizabeth Ledoux3 Assumptions Business Owners Make About SuccessionMany clients come to us with a preconceived idea of how their transition or succession is going to go. Whether they have heard stories, done their own research, or experienced a transition at a previous company, it’s easy for business owners to have reservations or fears because of what they’ve seen.
In this episode, we’ll be talking about 3 of the most common assumptions business owners make about succession and debunking them with what really happens instead. It’s important to be well-informed about your transition, but don’t let that lead you to false expectatio...
2022-11-0314 min
Business Transition Roadmap with Elizabeth LedouxWhy Business Owners Get Stuck in Their TransitionsDid you know that 80% of business owners do not have any idea how they're going to transition their business? Most of the time, they think transitioning is a future event to worry about later, but that couldn’t be further from the truth. In fact, a lack of planning and intentional preparation is what causes them to get stuck when it’s actually time to transition.
In this episode, you’ll find out the importance of preparing yourself for the transition journey in advance. There are so many pieces to be moved and tasks to be completed along...
2022-10-2016 min
Business Transition Roadmap with Elizabeth LedouxBusiness Succession Is a Team SportIf there’s one thing we know about your transition or succession journey, it’s that you can never do it alone. So many business owners try to take on too much of the work on their own, which makes the process much more difficult, if not impossible.
In this episode, you’ll find out the value in bringing people you trust into the transition journey with you. Whether your successor is a family member or an internal employee, you have to work together to ensure that your business will continue to build and grow without you.
...
2022-10-0417 min
Business Transition Roadmap with Elizabeth LedouxAn Interview with Elizabeth from The LoCo Experience PodcastIn this episode, you’ll get to hear an interview that your host, Elizabeth Ledoux, did with Curt Bear on The LoCo Experience Podcast. Elizabeth’s story is an essential part of The Business Transition Roadmap, and you’ll get to hear all about her life and journey into the business transition world as well as her passion for helping business owners take their next steps and start new adventures.
Check out Curt Bear and The LoCo Experience Podcast:
Website: https://www.locothinktank.com/
LinkedIn: https://www.linkedin.com/in/curt-bear/
Connec...
2022-10-041h 14
Business Transition Roadmap with Elizabeth LedouxIntro to The Business Transition RoadmapIt is never too early to be thinking about the next steps for your business. Whether you’re planning to sell or pass on the business to someone else, how do you set your successor, your company, and yourself up for success?
In this introductory episode, meet your host, Elizabeth Ledoux, and find out how the Business Transition Roadmap can help you navigate your journey through business transition or succession.
Connect with Elizabeth and the Transition Strategists:
Website: https://transitionstrategists.com/
Facebook: https://www.facebook.com/thetransitionstrategists
LinkedIn: https://ww...
2022-10-0411 min
The LoCo ExperienceEXPERIENCE 46 | Successful Small Business Transition with Elizabeth LeDoux, Founder and CEO of Transition StrategistsMy guest today was Elizabeth LeDoux, the Founder, and CEO of Transition Strategists, an international succession and transition planning company headquartered right here in Fort Collins, Colorado. We talked about her early days in business and relatively young transition to consultancy - where she now tallies more than 25 years of experience! Elizabeth shares principles from her newest book, It’s a Journey, and throughout the show, she shares abundantly from her special knowledge and experience. We also spent time discussing best practices for peer advisory groups - like LoCo Think Tank! Elizabeth was also a longtime chair for the Women P...
2022-01-141h 13
Women Emerging FearlesslyE38: Your Complaints Are Clues with Marie-Elizabeth MaliYour Complaints Are CluesWelcome, listeners, to Women Emerging Fearlessly, the podcast dedicated to helping women live with fearless confidence, and to know how amazing they truly are. I’m your host, Janelle Anderson, and in Episode 38 I talk with Marie-Elizabeth Mali, who helps purpose-driven, successful women in expanding joy and fulfillment beyond their work.As a Relationship Artist and Coach, she helps women deepen love and connection in their relationships with themselves and others. Drawing on her Master’s degree in Traditional Chinese Medicine, her experience in being raised between three cultures (and being flue...
2020-09-2100 min
Ta de ClinicagemEpisódio 40: Paciente pergunta - VitaminasNesse episódio, João, Fred e Iago voltam com um quadro antigo do Podcast: Paciente pergunta! Dessa vez pra trazer as evidências em relação ao uso de vitaminas: Benefícios? Malefícios? Em quais pacientes vale mais a pena? Ouça tudo isso nesse episódio. Compartilha com a gente a sua experiência e dúvidas através do Instagram ou Twitter em @tadeclinicagem! Aproveita e assina a nossa newsletter!
MINUTAGEM:
[02:15] Experiências pessoais com multivitamínicos
[07:20] Multivitamínicos em pessoas saudáveis
[10:20] Vitaminas e COVID-19
[13:23] Vitamina C e resfriado
[18:36] Vitaminas e efeitos adversos
[31:06] Populações específicas
[44:54...
2020-05-2047 min
The ALPS In Brief PodcastALPS In Brief — Episode 39: It’s Okay to Hit the Pause Button on WorkA women-owned law firm in Fredericksburg, Virginia committed to accommodating family priorities into their work schedules. When a partner left the firm after her maternity leave and was asked back months later, a potential gap in her malpractice insurance coverage led the firm to ALPS Parental Leave Coverage. ALPS Underwriting Manager and new mom Leah Gooley sits down with Elizabeth LeDoux and Leah Dubuisson from the firm Strentz & Greene to discuss how this new coverage played a role in reducing stress and worry for one new mother as she returned to the practice of law as well as other...
2019-10-1715 min
Activating MagicCreating the Container You Want to Lead with Elizabeth DiAltoIn episode 60, Darla is joined by Elizabeth DiAlto. She has led retreats long and short all over the world and is giving us some really juicy insights into how she does it on the podcast today. She's known for being raw, honest, and grounded and that definitely comes through in our conversation. It's a good one! Whether you are just getting started in leading or thinking of leading retreats or want to learn more about how others price their retreats, find their spaces, and make it accessible to the right people- this episode is for you!
2019-10-0957 min
NetteRadio - from piano to punk the best unsigned women artists in the worldNetteRadio-070407Playlist 07.04.07
July - Vanessa Peters
Sweet Patty - Christene LeDoux
Pesnya O Tebe (Song About You) - Marina V
Fuel - Aerin Tedesco
Madly - Christa Black
Girl in a Cube - The Histrioniks
Save my Dreams - Dafni
Plato's Regret - Elizabeth Roth
Muted - Emily
Painted on Smile - Camille Bloom
The Way of the World - Queen Esther
Thank You - Christin Cook
What If - Rachel Sage
Here I Am - Red to Violet
Magic Ocean - Jackson Daly
...
2007-07-0657 minNetteRadio - from piano to punk the best unsigned women artists in the worldNetteRadio-072005 (Pamuk's Tribute Show)Playlist 072005
July - Vanessa Peters
Sweet Patty - Christene LeDoux
Pesnya O Tebe (Song About You) - Marina V
Fuel - Aerin Tedesco
Madly - Christa Black
Girl in a Cube - The Histrioniks
Save my Dreams - Dafni
Plato's Regret - Elizabeth Roth
Muted - Emily
Painted on Smile - Camille Bloom
The Way of the World - Queen Esther
Thank You - Christin Cook
What If - Rachel Sage
Here I Am - Red to Violet
Magic Ocean - Jackson Daly
...
2005-11-1757 min