The Character & Role Shifts in a Transition
Episode Description: In 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. Tap or click the play button below to listen to: The Character & Role Shifts in a Transition. SCHEDULE A COMPLIMENTARY CONSULTATION They […]
Five Key Steps in Preparing a Family Business For Transition
“If you don’t know where you are going, you’ll end up somewhere else,” so said Yogi Berra, the man The Economist magazine named in 2005 as the “Wisest Fool of the Past 50 Years.” As far as we know, he was not talking about family business transitions, but his words certainly apply. Through long experience […]
Family Business Transition Tool Kit
Navigating the complicated terrain of private and family business transitions is both an art and a science for everyone involved: owners, successors, their families, and us, as Transition Guides. On the art side of the equation are experience, intuition, careful listening, open-mindedness, humility, confidence, humor, and the attitude that others have the best of intentions. […]
Getting Serious About the Deal
Episode Description: In 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. Tap or click the play button below to […]
Using Family Business Governance as a Transition Tool
As a family business owner, if you could create a training ground that could: Preserve family relationships, Give your successor the opportunity to learn new skills, Give you the opportunity to learn to mentor, Protect your business, Alleviate the worry of losing control, and Minimize miscommunication, would you jump on it? For most owners, the […]
Opportunities in Business Transition: A Dialogue on Succession with Elizabeth Ledoux and Andrea Carpenter
Episode Description: In 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. Tap or click the play button below […]
An Essential Checklist for Effective Family Business Transition
Episode Description: In 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. Tap or click the play button below to listen to: An Essential Checklist for Effective Family Business Transition. SCHEDULE A COMPLIMENTARY CONSULTATION […]
Navigating M&A with Expert Guidance: Adams Price on Business Transitions
Episode Description: In 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. Tap or click the play button below to listen to: Navigating M&A with Expert Guidance: Adams Price on Business Transitions. SCHEDULE […]
The HOW of Business Transition
Episode Description: Business 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? Tap or click the play button below to listen to: The HOW […]