Andrea Carpenter

As President of The Transition Strategists, Andrea Carpenter brings both theoretical expertise and lived experience to business succession planning. After watching her dad navigate selling his business, she developed a deep passion for helping business owners and their families create transitions that honor legacy while embracing transformation.

Andrea’s unique perspective as both a successor in her own family business and an advisor to transitioning families provides invaluable insights into the challenges faced by multiple generations during succession planning. Her journey from corporate UX designer to business owner to family business leader gives her a distinctive understanding of identity, purpose, and the complexities of stepping into leadership roles.

As a certified xchange facilitator, Andrea excels at creating psychologically safe environments where multi-generational families can navigate complex transition dynamics. She calls herself a Curator of Purposeful Experiences because she works at the intersection of design, strategy, facilitation, and connection—designing experiences that help people move from ‘here’ to ‘there’ with intention and clarity.

Andrea’s methodology combines human-centered design principles with proven facilitation techniques to guide clients through personal and organizational transformation. Through her leadership at The Transition Strategists and her podcast “Your Next Gen Friend,” she’s become a trusted voice for next-generation leaders seeking to write their own stories while honoring their family legacy.

Her background as a user experience designer and strategist helps her bring a design-thinking approach to succession planning, ensuring that every transition is thoughtfully crafted to meet the unique needs of each family and business.