The Art of Pivoting: Alina Martin on Merging & Selling Businesses
Episode Description: In 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. Tap or click the play button below […]
Preparing Heirs & Optimizing Your Family’s Impact
Episode Description: In 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. Tap or click the play button below to listen to: Preparing Heirs & Optimizing Your Family’s Impact with Josh Kanter, […]
How to Be Successful as a Successor CEO with Kyle Recchia, CEO of The Perfect Workout
Episode Description: In this episode, host Elizabeth Ledoux is joined by Kyle Recchia, CEO of The Perfect Workout, a personal training company. Tap or click the play button below to listen to: How to Be Successful as a Successor CEO with Kyle Recchia, CEO of The Perfect Workout. SCHEDULE A COMPLIMENTARY CONSULTATION In this episode, […]
The Time and Taxes Conundrum in Business Transition: Expert Insights from a Family Business Consultant
As we near the end of the year, we’ve been thinking a lot about all that’s happening in our world: two wars, presidential primaries just weeks away, periodic and predictable wrangling in Congress about the national budget, questions about the potential of artificial intelligence, the teeter-totter of will-there-or-won’t-there be a recession, inflation, and interest rates. […]
Prioritizing People Over Profits: The Role of Trust in Business Succession Planning
Episode Description: In 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, Caio wears all of these hats!), Caio has worked with families and businesses to resolve disputes and find equitable solutions that benefit all […]
Unraveling Mutual Dependency: Insights for a Successful Business Transition
We’ve all heard the term “codependency.” It describes an unequal and dysfunctional relationship between two people in which one person gives and gives, and the other takes and takes. In the business transition world, we see mutual dependence: a dynamic between owners and their businesses that is not characterized by one party always giving and […]
The Greatest Wealth Transfer: Ensuring Success in Family Business Transition
Episode Description: In 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 private partnerships, he’s worked with the Department, and he has introduced a socially responsible investment firm to his community. Tap or click the […]
From Oysters on a Cart to Seafood Empire: The Legacy of Seattle Fish Company
Episode Description: In 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 […]
No Business Transition is Dilemma-Free
Have you ever launched a new product, service, or marketing campaign, or relocated your company’s headquarters without having to make some hard choices regarding the people and resources needed? No business transition is dilemma-free. SCHEDULE A COMPLIMENTARY CONSULTATION All the successful entrepreneurs we know expect to—and do—make course adjustments when faced with choices (or dilemmas) […]