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 […]
Maximizing Your Generosity: Understanding the Lifetime Gift Tax Exemption with Michelle AmRhein

Episode Description: In this episode, host Elizabeth Ledoux is joined by Michelle AmRhein, an estate and business lawyer who works in estate planning and business succession. Tap or click the play button below to listen to: Maximizing Your Generosity: Understanding the Lifetime Gift Tax Exemption with Michelle AmRhein. SCHEDULE A COMPLIMENTARY CONSULTATION In this episode, Elizabeth […]
How Much Will Your Company Be Worth in a Business Transition?

The first question most owners wrestle with when they think about the future transition of their businesses to successors is: How much will your company be worth in a business transition? How much is the business worth and how do I figure that out? How much will my business be worth if I sell at […]
Legacy Building & the Role of Family in Business Growth with Danielle Scimeca

Episode Description: In 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. Tap or click the play button below to listen to: Legacy Building & the Role of Family in Business Growth with […]
How Will Your Transition Your Family Business to Successors?

There are many ways to put your family business in the hands of successors: sales of equity or assets, gifts of equity or assets, or some combination of these. There are pros and cons to every method and gaining clarity about which is best for your situation begins with answering five of The Big 6™ […]