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 smooth transition process.
The hosts emphasize the importance of setting boundaries, communicating effectively, and being intentional about creating a shared vision for the future of the business. They also share practical tips for making the most of family gatherings while addressing important business matters.
Download our free guide, "The Family Connection Guide: Holiday Edition": https://transitionstrategists.com/holiday-connection-guide
Chapters in this episode:
(01:08) Family and the Holidays
(03:21) Navigating Conversations with Family Members In and Out of the Business
(05:11) Advice for Successors
(08:39) Clear Expectations and Communication
(09:54) Advice for the Matriarchs and Patriarchs
(12:12) Success Stories and Family Traditions
Connect with Elizabeth Ledoux, Andrea Carpenter, and the Transition Strategists:
Website: https://transitionstrategists.com/
Facebook: https://www.facebook.com/thetransitionstrategists
Elizabeth on LinkedIn: https://www.linkedin.com/in/elizabethledoux/
Andrea on LinkedIn: https://www.linkedin.com/in/andreashaver
Transition Strategists on LinkedIn: https://www.linkedin.com/company/transitionstrategists/
Transition Strategists on YouTube: https://www.youtube.com/@transitionstrategists
Subscribe to "The Business Transition Roadmap with Elizabeth Ledoux" on your favorite podcast player:
Spotify: https://spoti.fi/3MxSYA2
Apple Podcasts: https://apple.co/3IhMMux
Get Elizabeth Ledoux and Laura Chiesman’s latest book, "It’s A Journey: The MUST-HAVE Roadmap to Successful Succession Planning": https://amzn.to/3oq2LQv
This episode was produced by Story On Media & Marketing: https://www.successwithstories.com.
00:00 - None
01:08 - Family and the Holidays
03:21 - Navigating Conversations with Family Members In and Out of the Business
05:11 - Advice for Successors
08:39 - Clear Expectations and Communication
09:54 - Advice for the Matriarchs and Patriarchs
12:12 - Success Stories and Family Traditions