April 6, 2023

Advice From an Owner in an Active Business Transition

Advice From an Owner in an Active Business Transition

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 business transition, as well as personal experience with his current journey.

You’ll get Lance’s advice on transitioning out of a company you founded, hear stories of the clients he advised and the business lessons he learned from them, and understand what differentiates a thoughtful, successful transition from a failed one. 

 

Connect with Lance: 

LinkedIn: https://www.linkedin.com/in/lance-barrett-5610747/ 

Website: barrett-cpa.com

 

Connect with Elizabeth and the Transition Strategists:

Website: https://transitionstrategists.com/ 

Facebook: https://www.facebook.com/thetransitionstrategists 

LinkedIn: https://www.linkedin.com/company/transitionstrategists/ 

 

This episode was produced by Story On Media & Marketing: https://www.successwithstories.com