Preparing Heirs & Optimizing Your Family’s Impact

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, […]

Prioritizing People Over Profits: The Role of Trust in Business Succession Planning

Prioritizing People Over Profits The Role of Trust in Business Succession Planning with Caio Campello

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

Transition Strategists business owner looking out window

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

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

From Oysters on a Cart to Seafood Empire: The Legacy of Seattle Fish Company with James Iacino

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

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. All the successful entrepreneurs we know expect to—and do—make course adjustments when faced with choices (or dilemmas) during important projects. When […]

The Power of Eliminating Options & Focusing on Less with Jay Rollins

The Power of Eliminating Options & Focusing on Less with Jay Rollins

Episode Description: In this episode, host Elizabeth Ledoux is joined by Jay Rollins, one of the top real estate people in our country. Over twelve years, he built and then sold a commercial real estate finance company, JCR Capital. Tap or click the play button below to listen to: The Power of Eliminating Options & […]