Episodes

Peer learning plays a transformative role in the lives of business transitioners and successors. In this episode, Elizabeth and Andrea discuss how peer learning fosters vulnerability, transparency, and growth during critical ...

In this episode, Elizabeth Ledoux and Andrea Carpenter explore the intersection of family gatherings and business transitions, offering advice on how to navigate sensitive conversations, maintain family harmony, and ensure a ...

In this episode, host Elizabeth Ledoux is joined by Cody Teets, a Transition Guide for The Transition Strategists. Cody is a practical, visionary thinker and resourceful Transition Guide to business owners and successors. She...

In this episode, Elizabeth explores the importance of creating a sense of urgency in business transitions. She discusses the mindset shifts necessary for a successful succession and shares insights on overcoming common roadbl...

For the fiftieth episode of this podcast (50 episodes!), Elizabeth Ledoux thought that there was no better way to both celebrate the past and look forward to the future than to invite back to the show her successor, Andrea Ca...

Marcy McNeal, a business transition guide and coach at The Transition Strategists, once again joins host Elizabeth Ledoux for today’s episode. In this episode, Elizabeth and Marcy discuss the importance of business governance...

In this episode, host Elizabeth Ledoux is joined by Betsy Hoaglund for a discussion about the practical steps Betsy went through to grow her business then transition out of it with a healthy exit strategy. Elizabeth and Betsy...

In this episode, host Elizabeth Ledoux once again talks with Andrea Carpenter about the intricacies of business succession and the metamorphosis that both owners and successors undergo during a business transition. They explo...

In this episode, the second of a two-part series, host Elizabeth Ledoux and guest Andrea Carpenter discuss the possibility of handing the reins of Elizabeth’s business to Andrea. They explore the challenges and opportunities ...

In this episode, the first of a two-part series, host Elizabeth Ledoux and guest Andrea Carpenter have a wide-ranging conversation about the possibility of Andrea becoming Elizabeth’s successor at Transition Strategists, Eliz...

In this episode, host Elizabeth Ledoux walks us through a checklist of items that are important for members of a family enterprise to consider when embarking on an intergenerational family transition. A business transition fo...

In this episode, host Elizabeth Ledoux is joined by Adams Price, an investment banker and M&A advisor who has led and executed countless transactions in the technology, manufacturing, and supply chain industries. In this epis...

Business transition is a journey, not an event. In this episode, host Elizabeth Ledoux explores the benefits of people considering a business transition to start with: “How?” For example: How will the transfer of your busines...

In this episode, host Elizabeth Ledoux is joined by Michelle AmRhein, an estate and business lawyer who works in estate planning and business succession. In this episode, Elizabeth and Michelle discuss the lifetime exemption,...

In this episode, host Elizabeth Ledoux is joined by Danielle Scimeca, a lawyer and entrepreneur who runs one of her family’s businesses, FCT Water Treatment, and is involved with other family businesses. In this episode, Eliz...

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 ...

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 t...

In this episode, host Elizabeth Ledoux is joined by Andrea Carpenter, the Director of Programming at The Transition Strategists. In this episode, Elizabeth and Andrea discuss their new Big Six Program, which helps business ow...

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 wit...

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...

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. Elizabeth and Jos...

In this episode, host Elizabeth Ledoux is joined by Kyle Recchia, CEO of The Perfect Workout, a personal training company. In this episode, Elizabeth and Kyle discuss his journey from part-time personal trainer to COO to CEO....

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, he wears all of...

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 and private partnerships, he’s worked with the Depa...