How Communities Thrive with Marcy McNeal
Episode Description: In 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. Tap or click the […]
Expectations in Family Business Transitions
A quote commonly attributed to William Shakespeare applies in nearly every relationship but always reminds me of a common pitfall in family business transitions: Expectation is the root of all heartache. Expectations in family business transitions are especially toxic because they can damage or destroy the irreplaceable relationships between parents and children. We all bring […]
Planning a Business Transition During a Recession
According to the Conference Board, there is a 99% probability of recession within the next 12 months.[1] That expectation raises a question for owners who are thinking about (or are already working on) the transition of their companies to successors: Should you be planning a business transition during a recession? Should you forge ahead or […]
Building a Business Ministry and Growing Beyond with Sherrye and Steve Merriman
Episode Description: In 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 […]
Advice From an Owner in an Active Business Transition
Episode Description: In 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 […]
Planning Ahead for Your Transition with Kelly Robinson
Episode Description: In 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. Tap or […]
Succession Planning is in the Eye of the Beholder
In early 2023, the Colorado Chamber of Commerce released the Colorado Competitive Landscape Report: 2022 Sentiment and 2023 Outlook. In it, CEOs of public, private and non-profit organizations shared their thoughts about workforce challenges, Colorado’s business climate, their operations / strategic plans and what 2023 might bring. Succession Planning is in the Eye of the Beholder […]
Is the M&A Market the Best Exit Path for You?
Owners who ask me whether I recommend selling their companies to a third party are often stunned by my answer: Maybe or maybe not. They are stunned because I’m a transition strategist who works with owners planning business transitions every day. And yet, I can’t recommend an exit path until owners tell me what they […]
Business Transition Planning in Midlife Creates the Life You Want to Live
Our founder, Elizabeth Ledoux, was interviewed by Bernie Borges, the host of The Midlife Fulfilled Podcast: your weekly guide to a more fulfilling life. Host Bernie Borges shares his journey and the journey of others in midlife who found joy and success by embracing fulfillment. Check out this podcast with Elizabeth Ledoux. Episode Description: In this […]