The Biggest Wealth Transfer in History Is Happening Now: Are You Ready | Andrea Carpenter
What happens when the business you spent decades building is ready for its next chapter, but you, your family, or your successor are not?
Andrea Carpenter, President of Transition Strategists, joins Bridget to explore why successful business and wealth transitions begin years before legal document…
The Weight of a Secret You Never Asked to Keep
When Meredith Lowe was seventeen, her dad's company went public and her family became wealthy overnight. She was also told the family didn't talk about it, so she carried the secret alone through college, friendships, dating, and decades of adult life. In this conversation, Andrea and Meredith comp…
Why Your Books Decide What Happens When Private Equity Comes Knocking
A private equity group knocks on your door tomorrow. What do your last three years of financials say about your company?
In this episode, Elizabeth Ledoux talks with Brian Kofford, CPA and founder of Strive CPAs, about the work that happens long before anyone signs anything. Brian has owned his pra…
She Went From Five Days a Week to Two and the Company Grew Faster
Most owners assume the business runs through them because it always has. Ariel Steele believed that for about twenty years, and then she changed it.
Ariel bought Tax Credit Connection at the end of 2005, when the company was barely a year old, after six months of running it for the previous owner. …
The Six Questions Every Family Skips | Inside the Transition 2 of 11
Most families answer two of the six Compass questions and assume the rest. Those four unanswered questions don't disappear — they fill up with assumptions, and assumptions are expensive. Andrea breaks down what the Compass actually is, why the order of the questions matters, and what changes when s…
Family Business Succession: Legacy, Identity & The Human Side Of Transition
Passing down a business is about far more than ownership, legal documents, or financial planning. It can also raise difficult questions about identity, family dynamics, leadership, legacy, and what life looks like after the transition.
In this episode, Elizabeth Ledoux and Andrea Carpenter join u…
Family Business Succession: Legacy, Identity & The Human Side Of Transition
Passing down a business is about far more than ownership, legal documents, or financial planning. It can also raise difficult questions about identity, family dynamics, leadership, legacy, and what life looks like after the transition.
In this episode, Elizabeth Ledoux and Andrea Carpenter join u…
Successor Readiness Always Takes Two People
Elizabeth Ledoux goes solo to take on the question she hears from both sides of nearly every business transition. Transitioners ask whether the successor is ready, and successors ask the same thing about themselves. Elizabeth makes the case that the question, as most people ask it, only has room fo…
A Roadmap Isn't Something Your Parent Hands You | Inside the Transition 3 of 11
There's a difference between a plan that was built for you and a plan you helped build. One you'll follow. The other you'll tolerate until you don't. Andrea walks through the Roadmap Development phase of Evolve — what a milestone-based path actually contains, what "Many Wins" means in practice, and…
A Career of Next Adventures and the Power of a Beginner's Mind with Ellen Robinson
How many times can one person reinvent a career? For Ellen Robinson, the answer is more than most, and each change taught her something about letting go well.
In this episode, Elizabeth Ledoux sits down with Ellen Robinson, the newest transition guide at The Transition Strategists. Ellen began her …
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