When Is The Best Time to Start Planning a Family Business Transition?
One of the ways we help owners lay the foundation for a succession plan that achieves their objectives is a tool we call The Big 6™. When owners answer these six questions, they begin to chart a path to the transition they desire. The Big 6 questions are: Why, What, Who, When, How Much, and […]
Navigating Purposeful Planning & Maximizing Impact with John A. Warnick
Episode Description: In this episode, host Elizabeth Ledoux is joined by John A. Warnick, the founder of the Purposeful Planning Institute, a fellow of the American College of Trust & Estate Counsel, and author of the Purposeful Trust & Legacies Handbook. Tap or click the play button below to listen to: Navigating Purposeful Planning & Maximizing […]
From Startup to Succession: Wealth Planning for Entrepreneurs with Nelisha Firestone
Episode Description: In this episode, host Elizabeth Ledoux is joined by Nelisha Firestone, who helps people in the financial world stay healthy and whole. A wealth advisor and the founder of Firestone Financial Group, Nelisha works with owners through all stages of their business. Tap or click the play button below to listen to: From […]
Kickstarting Your Business Transition with Andrea Carpenter
Episode Description: In this episode, host Elizabeth Ledoux is joined by Andrea Carpenter, the Director of Programming at The Transition Strategists. Tap or click the play button below to listen to: Kickstarting Your Business Transition with Andrea Carpenter. In this episode, Elizabeth and Andrea discuss their new Big Six Program, which helps business owners think about […]
Insights on Legacy Preservation & Wealth Transfer Strategies with Mark Richards
Episode Description: In this episode, host Elizabeth Ledoux is joined by Mark Richards, Principal of the Winged Keel Group. Mark shares his insights on legacy preservation and wealth transfer strategies. He also shares his personal experience with succession planning, including the importance of having an advisory board to hold him accountable. Tap or click the […]
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. In this episode, Elizabeth and Kyle discuss […]
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. […]
