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 […]
Transitioning From the Doer to the Mentor with Dianne Nolin
Episode Description: In 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. Tap or click […]
5 Communication Tips for Owners Contemplating Transition
Episode Description: There 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 […]
Getting Unstuck in Business Transitions
I’ve written about the three primary reasons owners get unstuck and take the leap into their business transition journeys: 1) a reckoning with mortality, 2) the achievement of a goal or 3) a reaction to events outside the business. In this article, I share four steps to getting unstuck in business transitions using, as an […]
Slowing Down Your Business Transition with Beth Blackmer
Episode Description: In 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 […]