Podcasts about Succession planning

In this special roundtable episode of Pay Play Profit, host Jessica Mae Stafford, former Visionary of TBL and now Head of Sales & Partnerships at Stellar Brands, is joined by key leaders from both organizations to share the story behind TBL's acquisition by Stellar Brands and what it means for the future. Marilyn Adkerson, CPA, Founder of TBL, reflects on her transition into retirement and the journey that led to this pivotal moment. Bobby Hoyt, Founder and Visionary of Stellar Brands, shares why acquiring TBL aligned perfectly with Stellar's mission and long-term vision. Ariel Bash, Integrator™ of Stellar Brands, speaks to how she is balancing the preservation of TBL's culture while ensuring alignment with Stellar's growth vision. Ashley Travis, Head of Finance/HR and TBL Operations at Stellar Brands, offers insight into the smooth integration process and the stability it has brought to both teams. Jessica Mae Stafford leads the conversation and adds her own perspective on legacy, leadership transitions, and the heart behind choosing Stellar as TBL's new home. Together, this leadership team reflects on the past, shares behind-the-scenes details from the transition, and casts a shared vision for the future of TBL within Stellar Brands.

In this episode, we discuss succession planning with Christie Anthony, who has just taken over SOS International, and Greg Salciccioli, who is a coach, mentor, and field expert in succession planning.

In this episode of The Impact Farming Show, Tracy sits down with Heather Venenga, a financial advisor from Watertown, South Dakota, and the author of Protect Your Pack and Your Den!. They dive deep into the complexities of farm succession planning, discussing how farmers can achieve fair and equal in transition planning without risking the family legacy. Heather offers invaluable insights into the common stumbling blocks farmers face when planning for the future of their farm, including the challenge of balancing fairness among heirs. They touch on practical solutions and how to avoid making costly mistakes. - That approximately 70% of farms lack a written succession plan - The challenges of "fair & equal" in farm transitions - Common succession planning mistakes to avoid - Different approaches to fair and equal and their pros/cons - The importance of starting early for better planning options Listen to learn how to preserve your farm's future while keeping family relationships intact! Thanks for tuning in, Tracy =============================

A carefully planned CEO exit unraveled and what came next reshaped how one founder leads for good.   When Chris Schwalbach stepped away from the CEO seat at AVL Growth Partners, he had a clear plan, a strong successor, and years of preparation behind him. But even with all that in place, something didn't sit right. The business started to wobble, and Chris found himself wondering if he'd made a mistake. What do you do when the leadership transition you spent years building starts to crack? How do you know when it's time to step back in?   Joining Sarah Lockwood, Chris shares the real story behind his succession planning journey, from the slow handoff to the unexpected return, and what he learned about himself in the process. He talks openly about the shame he felt stepping back in, the inner work that helped him move through it, and the version of leadership he brings to the table now. If you're thinking about founder exit planning or wrestling with what it means to let go, this episode offers a thoughtful look at what happens when plans shift and perspective deepens.   Episode Breakdown: 00:00 Chris Schwalbach's CEO Exit and Return 02:06 Founding AVL Growth Partners and the Original Vision 04:07 Hitting Growth Ceilings and Planning a Leadership Transition 10:05 The Inner Journey: Failure, Trust, and Self-Doubt 17:12 Becoming CEO 2.0: Leading with Clarity and Confidence 22:00 Managing Team Expectations During a Leadership Transition 28:10 Reflecting on Progress: Using the Gap and the Gain 30:07 Personal Habits That Support Founder Mental Health 37:47 Lessons in Succession Planning and Self-Trust   Links Conscious Entrepreneur Previous Episode with Chris Schwalbach: https://consciousentrepreneur.us/chris-schwalbach-the-conscious-handover-embracing-change-at-the-top   Connect with The Conscious Entrepreneur: Website: http://www.consciousentrepreneur.us  LinkedIn: https://www.linkedin.com/company/conscious-entrepreneur/  Instagram: https://www.instagram.com/conscious_entrepreneur_summit/    Connect with Chris Schwalbach: LinkedIn: https://www.linkedin.com/in/cschwalbach/ Website: https://avlgrowth.com/   Connect with Sarah Lockwood: LinkedIn: https://www.linkedin.com/in/lockwoodsarah/ Website: https://hivecast.fm HiveCast.fm is a proud sponsor of The Conscious Entrepreneur Podcast. Podcast production and show notes provided by HiveCast.fm

Key Topics Covered:-What buyers can do to become “preferred” with intermediaries and sellers.-Timeline expectations from LOI to purchase agreement.-How financing, compliance, and legal factors can stall (or kill) deals.-Why CRM/data integration is often overlooked - but critical.-The power of clear workflows, automated systems, and back-end earnout strategies.-When and why it's smart to “overpay” for the right practice.Tune in to learn how to protect your transaction, accelerate integration, and ensure long-term success.Whether you're a financial advisor considering a future exit or a buyer looking to scale smart, this episode will give you practical insights into how to successfully close - and integrate - a wealth management practice.

From banker to landscaper, Carroll Fitzgerald built a 70+ person business with 35 trucks — and then sold it to his own management team. In this episode, Carroll shares the full story of how he scaled Fitzgerald's Landscaping and structured a successful employee buyout. What you'll learn: How Carroll grew his company from a weekend side hustle to a multimillion-dollar operation Why he planned his exit 5 years in advance — and how that paid off How he used SBA financing and vendor takebacks to help his team buy the business What makes a succession plan actually work in the trades

In this episode of The Impact Farming Show, Tracy discusses an overlooked challenge confronting family farms: fear. Whether you're already farming or dreaming of one day owning a farm, this conversation peels back the layers on how fear stifles succession and transition planning. Why Discussing Fear Matters - Fear is undermining family farms inch by inch, acre by acre, globally. - In the world of succession planning, it's not just data or logistics—it's emotions that hold us back. - Without acknowledging and confronting fear, even well-laid plans can collapse. Or more accurate yet. The plans just don't happen. In This Episode - Farm Business Psychology vs. Strategy Beyond spreadsheets and planning—there's a human, emotional ‘psychology' at play. Understanding how fear impacts decisions is as important as financial know-how. - How Fear Shows Up in Loved Ones Fear manifests differently across generations: parents, children, siblings. Left unspoken, these fears can derail entire succession efforts. - Individual Fears Around Succession Each family member brings personal hopes, expectations—and fears. From financial insecurity and loss of identity, to burden and conflict, these underlying worries must be surfaced. Who This Episode Is For - Anyone involved in a family farm struggling with transition planning. - Families who want to break emotional paralysis and build lasting legacies. - Farmers and next-gen hoping to bridge generational gaps and foster meaningful, courageous conversations. Takeaways & Action Steps - Acknowledge fear: Make it visible in family discussions. - Seek external support: Coaches, financial planners, mediators can help. - Commit to small courageous actions: Progress isn't about perfection—it's about persistence in the face of fear. - Keep communication open: Refresh plans, feelings, and goals regularly and compassionately. Quote to Remember “Unless we can name our fears, get them in the open, seek guidance and knowledge to overcome and act…fear will continue to destroy family farms.” Thanks so much for tuning in, Tracy ================================= If this episode resonated with you, please:

Succession planning may not be the first thing that comes to mind when you think about nonprofit leadership development, but it should be. In this episode, I sit down with transition strategist Naomi Hattaway to explore what it really takes to ensure leadership continuity and why it's a core part of any learning and development strategy.With executive turnover on the rise and funding environments shifting, organizations can't afford to leave leadership transitions to chance. Succession planning supports not only operational stability but also employee trust, team morale, and long-term mission impact.▶️ Not Just an HR Problem: The Role of L&D in Succession Planning ▶️ Key Points:01:20 Why turnover hurts mission impact03:20 Naomi's background, career journey, and how she got into succession planning09:05 What succession planning really means for nonprofits11:27 How succession planning aligns with learning and development15:00 Tips for integrating L&D with your succession plan17:03 Questions L&D leaders can ask to influence succession conversations21:28 Proactive steps and final advice for nonprofit teamsResources from this episode:Join the Nonprofit Learning and Development Collective: https://www.skillmastersmarket.com/nonprofit-learning-and-development-collectiveWas this episode helpful? If you're listening on Apple Podcasts or Spotify, follow and leave a review!

In this deeply resonant episode of The Family Biz Show, Michael Palumbos sits down with Mike Young, fourth-generation family business leader and author of The Farmer's Code. From a humble start farming rice in the Californian desert to exiting a vast family farmland portfolio, Mike offers a masterclass on pivoting, stewardship, and enduring family cohesion. Key Themes: Roots in the Soil (00:00–06:30) Mike recounts the origins of Wegis & Young—his great-grandfather's immigration, renaming, and pioneering efforts in California's Central Valley. Their early crops, including rice and sugar beets, were nourished by water captured in sloughs, laying the groundwork for some of the most productive farmland in the world. Scaling Across Generations (06:30–10:00) Each generation innovated: Mike's grandfather focused on water infrastructure and expansion His father and uncle introduced higher-return crops like almonds and grapes Mike's generation added vertical integration with alfalfa cubing and tomato processing before exiting those businesses From Dirt to Data: The Tech Pivot (10:00–13:00) A standout innovation was a water infrastructure monitoring company—proof that the family adapted not only operationally but strategically, leaning into regulatory change as a catalyst for growth. Exit to Endure (13:00–16:00) Selling 85% of their farmland wasn't easy. But with water rights tightening and G5 & G6 in mind, they chose continuity over sentiment. Mike emphasizes that the land still operates—but now from a stewardship mindset. Legacy is Relational (17:00–20:30) The spark for Mike's book The Farmer's Code was his 99-year-old grandmother. The message: Legacy isn't what you leave for people—it's what you leave in them. His book is broken into three parts: Me, Them Now, and Them to Come—mirroring his family's approach to multi-generational values. Governance Done Right (30:00–36:00) With a family board of directors, six trusts, and a family council, Wegis & Young model effective governance. Their structure includes even non-active family members and outlaws—communicating, sharing philanthropic decisions, and guiding distribution policies. Challenges Ahead (41:00–46:00) Mike's top challenge? Maintaining cohesion in a generation that won't work together daily. With 11 next-gen family members ranging from 12 to 24, the family is experimenting with ways to build connection across the branches. Tangible Takeaways Don't fear the exit—it may be your legacy's best move Legacy isn't inheritance—it's influence Strong governance includes everyone Strategic philanthropy is a sandbox for rising leaders Always build with the 7th generation in mind

In this episode, Trace Blackmore welcomes back Tom Hutchison, Chairman of the Board, HOH Water Technology, to reflect on what it really takes to step out of day-to-day leadership—and do it well. As a multi-decade leader in water treatment, Tom shares the personal, professional, and organizational insights that shaped his transition from CEO to chairman and what it means to lead a business into its next generation.  From early succession conversations to the unspoken anxieties of staff, Hutch offers a rare look behind the curtain of legacy-building in industrial water treatment. And as private equity plays a growing role in the industry, Tom unpacks the very real choices facing owners and teams alike—with clarity and compassion. Navigating Leadership Through Change  Tom begins by describing the decision to shift from day-to-day leadership to a board-level role. He reflects on the emotional weight of that process and the internal work required to detach his identity from his title. Rather than clinging to authority, he outlines the importance of trust and letting emerging leaders find their voice—even when it means they'll make different decisions.  He also highlights the human cost of poor planning. “Death,” as Tom puts it bluntly, “is not a strategy.” Waiting too long or failing to mentor successors doesn't just disrupt the business—it risks unraveling everything you've built. Succession Planning and Cultural Continuity  Trace and Tom dive into the mechanics of succession planning—not just from an ownership perspective, but a cultural one. Tom explains how HOH built an internal environment where values weren't just posted on the wall but deeply lived. This foundation allowed the company to navigate major transitions, including its eventual move into private equity, without losing its identity.  He also warns about the consequences of delayed planning. Waiting too long, he says, puts the business, its people, and its principles at risk.    Preparing for Private Equity—Without Losing Yourself  One of the most practical parts of the conversation centers on HOH's private equity journey. Tom shares how they vetted buyers not just for financial capacity, but for cultural alignment. He outlines how his team clarified their mission and values before the deal, which ultimately helped preserve their vision after the transition.  Rather than resist change, HOH treated the shift as an opportunity to reinforce their core—while expanding their reach.   The Long Arc of Legacy  Tom closes with a powerful meditation on leadership legacy. He explains that real legacy isn't about being remembered—it's about ensuring the business can thrive without you. He challenges listeners to think beyond titles, financial outcomes, or even strategy, and focus on the enduring impact of culture, mentorship, and examples.  Trace echoes this with a reminder that great leaders not only lead—they leave well. If you're leading a team, planning your exit, or preparing the next generation of leadership, this episode is a must-listen.  To take this conversation further, download the Discussion Guide located in the Connect with the Guest section of the show notes. Stay engaged, keep learning, and continue scaling up your knowledge!   Timestamps  02:46 – Opening the episode, Trace reflects on the concept of the “butterfly line”—that uncomfortable but powerful moment right before growth happens  07:10 – Water You Know with James McDonald  09:08 – Upcoming Events for Water Treatment Professionals 11:49– Guest Intro: Tom “Hutch” Hutchison Returns  12:35 – Stepping Down in 2020: How the Pandemic Helped  17:17 – Private Equity's Growing Role in Water Treatment  20:04 – The 5 Ownership Transition Paths 36:01 – Your Company is an Asset, not just a Job  42:00 – A New Mission: To Encourage and Inspire    Quotes  “The longer you put it off, the fewer options you have. And probably, the more unsettled your employees might be.”  “You don't have to suffer for the first time alone. If someone's already done it, learn from them and do it better.”  “Business is both a job and an asset. If you only treat it as a job, you're leaving value on the table.”  “I think I'm still figuring it out—but in this next season, I want to encourage and inspire.”  “You can start at step five if someone else already figured out the first four—just polish it and give it back.”    Connect with Tom Hutchison  Phone: +18474367403  Email: hutch@hohwatertechnology.com  Website: HOH Water Technology - Water Treatment Solutions  LinkedIn: https://www.linkedin.com/in/thomasfhutchison/   Click HERE to Download Episode's Discussion Guide    Guest Resources Mentioned  Alexander Hamilton by Ron Chernow  Halftime: Moving from Success to Significance by Bob P. Buford  Harry Potter Paperback Box Set (Books 1-7) by J.K. Rowling  King: A Life by Jonathan Eig  Strong and Weak: Embracing a Life of Love, Risk and True Flourishing by Andy Crouch   The Ideal Team Player: How to Recognize and Cultivate The Three Essential Virtues (J-B Lencioni Series) by Patrick M. Lencioni  The Lord of the Rings: 50th Anniversary, One Vol. Edition by J.R.R. Tolkien  The Little Liar: A Novel by Mitch Albom    Scaling UP! H2O Resources Mentioned  AWT (Association of Water Technologies)  Scaling UP! H2O Academy video courses  Submit a Show Idea  The Rising Tide Mastermind  166 The One Where We Celebrate Halloween   325 Rising Together: Conquering Challenges through Collective Support 127 The One With Tom Hutchison   Water You Know with James McDonald  Question: What is defined as the acid-absorbing property of water?    2025 Events for Water Professionals  Check out our Scaling UP! H2O Events Calendar where we've listed every event Water Treaters should be aware of by clicking HERE.   

Having an estate plan is very important. It ensures not only that your legacy is protected, but that you've planned for disruptions in your health and well being while you're alive. It's part of making sure that you are prepared for life's challenges (and the ultimate end of your life). But how you draft and prepare that plan can make a difference in avoiding problems when those documents are needed, especially your will. To tell us about how to avoid probate nightmares I talked with Certified Financial Planner Cameron Zabko on what you should do. In this episode you will learn about: - Challenges Facing Surviving Spouses - The "Widow's Tax" - Probate Pitfalls to Avoid - Not to Miss Estate Planning Tips - The Importance of Succession Planning for Your Small Business

Key highlights include:-Why many advisors wait too long - and how that can cost them.-Common emotional roadblocks and how to overcome them.-The difference between financial readiness and business readiness.-Mistakes sellers make when engaging with buyers.-Why a clear "why" can determine the success of your exit.Whether you're actively considering retirement or just thinking ahead, this episode offers straightforward advice from two experts who have helped hundreds of advisors navigate their next chapter.Reach out to Joe at Joseph@EliteConsultingPartners.com.

Today I talk with Liz Weber, a renowned leadership coach and strategic thinker. Liz, recognized among the Top 30 global leadership gurus, shares her insights on the current workplace challenges faced by leaders. The discussion delves into succession planning, the importance of culture, and how to navigate complex leadership dynamics. Liz provides a compelling case study of transforming a community bank's culture over seven years, emphasizing the value of strategic planning and continuous development. The episode also highlights the crucial role of boards and the benefits of skip-level meetings to foster better communication and understanding within organizations. Episode Minutes: Minute 8: The Importance of Organizational Culture Minute 13: Case Study: Transforming a Community Bank Minute 20: The Role of Boards in Organizational Success Minute 25: Succession Planning for Future Leaders To find out more about my work, please visit Dana Williams Consulting. LinkedIn Instagram Email: hello@danawilliamsco.com The Strengths Journal™ is the only Gallup-certified, purpose-driven daily planner that helps you actively use your strengths to plan your days. Get Your copy here

Want to grow your church with Facebook and Instagram ads? Schedule a discovery call with the ChurchCandy team here:https://go.churchcandy.com/new-guestsIn this episode of the Church Candy podcast, Pastor Greg Surratt, a church planting legend and co-founder of ARC, shares his insights and experiences from planting Seacoast Church in 1988 to now overseeing 14 campuses. He discusses the unique challenges faced during the early years, the evolution and growth of the church, and the innovative strategies behind their multi-site model. Additionally, Pastor Greg talks about his son Josh's succession as lead pastor, the development of a successful teaching team, and his latest endeavor, 'Pastor's Collective,' which focuses on supporting pastors' mental health and wellbeing. If you're a church planter or pastor, this episode provides invaluable wisdom and practical advice.

You're kicking goals. The numbers look great. The farm's expanding. But here's the question nobody's asking:At what cost?In this punchy MINI EPISODE, Ben Law — The Financial Bloke — delivers a much-needed gut check for ambitious rural families and business owners chasing growth at full tilt.Because success built the wrong way might leave you wealthier… but lonelier, burned out, or disconnected from the people who matter most.Ben shares the subtle warning signs he sees in farming families across the country — and unpacks 7 practical mindset shifts to help you win well, not just win big.You'll learn:Why some of the most “successful” families feel the most fracturedHow fear, control, and tunnel vision sabotage long-term successThe shifts High Performing Families make to stay united, grounded, and fulfilledThis is a must-listen for anyone building a life and legacy — not just a balance sheet.-----------------------Ben spent over 20 years working with successful business owners and farming families which allowed him to unearth the timeless principles on how to successfully grow, protect and maintain wealth.If you want to learn the principles of how to grow your family's wealth throughout the generations, then you might consider joining The AgriCoach Podcast each fortnight for more Wealth & Wisdom.Disclaimer: The information contained in this podcast is general in nature and for education purposes only. It is not financial advice. It is not legal advice. No one should act on the information without appropriate specific advice for your particular circumstances. Ben Law is a former financial advisor but is no longer licensed and cannot and will not give you specific or personal advice in this podcast. The Financial Bloke Group Pty Ltd accepts no responsibility for any loss or damage occasioned by any person acting or refraining from action as a result of reliance on the information in this podcast.https://thefinancialbloke.com.au/

Send us a textWhat happens to your organization when you leave? Dr. David Ashcraft, President and CEO of the Global Leadership Network, tackles the critical yet often neglected topic of succession planning with remarkable transparency and practical wisdom.Ashcraft's leadership journey took an unexpected turn after a pivotal conversation with Jim Collins, who challenged him with a provocative insight: "You'll never be a level five leader until you've actually left your organization and it's better with you gone than with you there." This single statement transformed Ashcraft's approach to leadership at LCBC Church, where he served as senior pastor for 32 years, growing the congregation from 150 to over 25,000 people across multiple locations.The conversation reveals succession planning as both a strategic process and a deeply personal journey. Ashcraft details how he developed a comprehensive 10-year succession plan focused on organizational health rather than personal timing, identified and systematically developed his successor, and navigated the unexpected emotional challenges of letting go. His candid reflections on battling pride after stepping away provide a rare glimpse into the psychological dimensions of leadership transition.Perhaps most valuable are the practical insights Ashcraft offers: the importance of documentation, creating a special succession subcommittee, implementing a careful transition period, and remaining physically absent after departure to allow new leadership to flourish. Throughout the discussion, he emphasizes that true succession isn't about managing your exit but ensuring your organization thrives long after you've gone.Whether you lead a church, nonprofit, or business, this conversation offers a masterclass in planning for your organization's future beyond your tenure. It challenges leaders to shift focus from "what's next for me" to "what's best for the organization I'm leading"—a perspective that ultimately defines leadership legacy.BelemLeaders–Your organization's trusted partner for leader and team development. Visit our website to connect: belemleaders.org or book a discovery call today! belem.as.me/discoveryUntil next time, keep doing great things!

On this episode of the Deal Team Six podcast, our host, Tammie Miller is joined by Mary Lisle Landhuis, President of Lisle Corporation—a fifth-generation, family-owned business with a 120+ year history. Mary shares her unexpected path to leadership, how the company balances innovation with tradition, and the lessons she's learned managing a business with more than 75 shareholders.  [1:05] Mary talks about her background [5:40] Mary's transition to company President  [9:42] Mary discusses working with other family members in the business [13:01] Mary talks about the Lisle decision-making process and how to use an Executive Team to create strategy [17:06] Tammie asks Mary about "family rules" and "dos and don'ts" governing the management of the family business [18:07] Mary discusses the various tools she uses to communicate with family shareholders  [22:47] Mary discusses how the family shares poor company performance [23:4] Mary discusses her ability to "turn off" her family business mindset [27:11] Tammie and Mary discuss the ability to find good talent in a small town [29:10] Mary talks about her outlook for the remainder of 2025 [30:56] Mary talks about what roles and resources she has relied on most heavily to prepare herself for her current role as president  [34:51] Mary gives suggestions for other family-owned businesses

 This is Matt Reustle. Today we are breaking down EQT, the Swedish global investment organization. Right off the top, I need to mention our guest today, Sean Barrett, who couldn't have been more perfect for this breakdown. Sean has been investing in the Alts since Blackstone christened this asset class just over a decade ago. Sean is the founder of Counter Global, and alt investing is ingrained in its DNA. We cover the massive, yet lesser-known EQT, the Wallenberg family ties, and how this business has continued to generate returns at scale. Beyond the EQT conversation, you are going to get a masterclass on Alts investing. Please enjoy this Breakdown of EQT. ⁠⁠⁠Subscribe⁠⁠⁠ to Colossus Review For the full show notes, transcript, and links to the best content to learn more, check out the episode page⁠⁠ ⁠here⁠⁠⁠. —- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit⁠⁠⁠ joincolossus.com/episodes⁠⁠⁠. Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠). Show Notes (00:00:00) Welcome to Business Breakdowns (00:01:38) Complexities of Alternative Asset Management (00:04:27) Understanding EQT: A Thematic Private Markets Investment Manager (00:06:36) The Wallenberg Legacy and EQT's Origins (00:11:54) EQT's Differentiation and Investment Strategy (00:20:36) Leadership and Succession Planning at EQT (00:25:15) Regulatory Environment and Strategic Focus (00:31:15) EQT's Private Equity and Asia Strategies (00:37:39) EQT's Strategic Use of M&A (00:39:49) EQT's Infrastructure Business (00:42:01) EQT's Real Estate Business (00:45:28) Innovative Exit Strategies (00:49:08) Fundraising Success and Future Prospects (00:59:31) Financial Model and Valuation (01:06:46) Key Risks and Opportunities (01:16:15) Lessons from EQT

What's your plan for walking away from dentistry, and will it actually work? Angela Golden shares what most dentists get wrong about exit planning and why waiting could cost you your legacy.

When it comes to family business succession, it's often not what we don't know that gets us into trouble—it's what we assume we know. In this episode, Patti Durand joins Tracy to unpack five common (but misleading) assumptions about family business transitions—handpicked by Tracy from Chapter 3 of Patti's book, The Future Leader: The Successor's Guide to Family Business Leadership. These assumptions may sound familiar… even logical. But left unchallenged, they can quietly undermine the very foundation of a successful transition. What You'll Hear About: - Five popular succession assumptions—straight from Patti's book - How unspoken assumptions can derail even the best-laid plans - The potential limitations of even your most trusted advisors - What happens when you assume a plan exists… but haven't seen it - How lifelong familiarity can blind us to what's really being said—or left unsaid - The hidden strength in saying, “I don't know” - What future leaders and founders both need to start doing now From unspoken expectations to misplaced confidence in familiar advisors, Patti walks us through the blind spots that can quietly derail succession plans. But don't worry—we're not giving it all away in the show notes.  You'll have to listen to find out what assumptions could be quietly holding your family business back. Thanks for tuning in, Tracy FREE Transition Planning Resource eBook: Tracy shares a new free tool for listeners eager to learn more about transition planning. https://www.farmmarketer.com/impact_farming_show/free_resources =================================

When picking a fellow business to partner up with, it's rare to find collaboration with kin, but that's the exciting reality for sisters Charlie and Henrietta Tomlinson…Wild & Seek has recently opened its doors neighbouring Wild Root, and the two businesses represent a coming together which truly proves the power of these siblings' relationship.Discover how such a surprise setup came to be, and where the sisters hope to be thriving in the years to come, on It Runs In The Family!This episode covers:How two sisters have created complementary businesses showcasing the effect of family collaboration in a unique wayCreating a business based around wellness and providing nurturing spaces for children and familiesOvercoming challenges working together, and putting the sisters' relationship above all elseWild Root and Wild & Seek's ambitious growth plans togetherCharlie Tomlinsonhttps://www.linkedin.com/in/charlie-tomlinson-548680169/Henrietta Tomlinsonhttps://www.linkedin.com/in/henrietta-tomlinson-899305101/Liz Willingham: https://www.instagram.com/lizzielean/https://www.linkedin.com/in/liz-willingham-09273a3/Leila Willingham: https://www.instagram.com/leilawillingham/https://www.linkedin.com/in/leila-willingham-821530a1/

Is your organization ready for the next leadership transition? Succession planning isn't just about filling roles — it's about securing your organization's future in an era of hybrid work models and generational workforce shifts. Bertha Robinson, executive coach and business consultant at coaching solutions firm Star One Professional Services, explores how your organization can effectively prepare for leadership transitions for sustainable growth. Discover actionable insights on identifying important roles and strategically assessing and developing internal talent to build a strong leadership pipeline.Resources from this Week's Episode - CHRO Priorities & Perspectives Report - https://www.shrm.org/topics-tools/research/chro-priorities-perspectivesSubscribe to the All Things Work newsletter to get the latest episodes, expert insights, and additional resources delivered straight to your inbox: https://shrm.co/fg444d  ---Explore SHRM's all-new flagships. Content curated by experts. Created for you weekly. Each content journey features engaging podcasts, video, articles, and groundbreaking newsletters tailored to meet your unique needs in your organization and career. Learn More: https://shrm.co/coy63r 

In this episode of Building the Billion Dollar Business, Ray Sclafani explores how financial advisory firms can unlock leadership readiness by creating intentional, real-world growth experiences. Ray introduces the concept of performative opportunities- purposeful assignments that prepare next-generation leaders for the challenges of firm leadership. He shares insights on implementing Leadership Labs, cultivating autonomy, and building a culture of development and accountability. Whether you're focused on succession planning, scalable growth, or team empowerment, this episode offers actionable strategies to strengthen your firm's leadership pipeline and long-term stability.Key TakeawaysPerformative opportunities are structured projects that test leadership ability.Demonstrate, Observe, and Verify is a key structure for leadership development.Autonomy is crucial for advisor satisfaction and happiness.Motivation drives followership and career development.Firms should not wait to develop leaders; they must act now.Sharing leadership creates stability and a clearer path for future ownership.Ready to explore this topic more? Download our Successful Next Generation Leaders: 8 Essential Qualities checklist to help identify, develop, and cultivate the right future leaders. For more information click here to visit the Best in the Business Blog.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

Human-Centered Family Business Succession Planning, with Andrea Carpenter, The Transition Strategists, and Jamie Reynolds, Reynolds CFO Services (Family Business Radio, Episode 65) In this episode of Family Business Radio, host Anthony Chen welcomes Andrea Carpenter of The Transition Strategists and Jamie Reynolds of Reynolds CFO Services. Andrea shares her journey from UX design to becoming […]

Are you the next-generation leader ready to take the reins of your family business, only to find the current generation won't let go? Then this episode is for you! Andrea and Michelle tackle the number one challenge facing family businesses: navigating the transition of power.   Discover the unspoken fears and habits that hold the current generation back, from losing their identity to doubting the next generation's readiness. Learn the frustration of Gen 2, who feel disrespected, un-trusted, and stuck in a holding pattern. We reveal the ripple effect on employees, the chaos of "damage control" when Gen 1 swoops back in, and why open, structured conversations are vital.    This episode provides actionable strategies, including establishing clear decision-making authority and fostering a "consultant" mindset for Gen 1, ensuring a smoother, more respectful transition for your family's legacy.   Takeaways   Gen 2 often feels untrusted by Gen 1. Current leaders may not realize their habits hinder transition. Clarity in roles is essential for effective leadership. Communication is key to reducing uncertainty. Gen 1 may struggle with identity after stepping back. Gen 2 needs to build confidence in decision-making. Creating a legacy mindset can facilitate smoother transitions. Regular meetings between generations can enhance understanding. Consulting roles can help maintain involvement without micromanaging. Unclear expectations can lead to chaos in the workplace.   For more resources on developing leadership skills visit us at Revela. Where we've helped hundreds of executives lead productive teams and thriving organizations. This podcast is produced by Two Brothers Creative.

Succession planning isn't just about stepping away; it's about protecting the future of a CPA firm, ensuring smooth leadership transitions, and maintaining client trust and operational continuity. Alvin Fennell and Stan Sterna from Aon join us to discuss how firms can mitigate risk when going through a leadership transition. Topics discussed:1:16 – How a strong, proactive succession plan helps small and midsize firms manage professional liability risk5:07 – Risk considerations for firms entering into a private equity deal10:40 – How firms can ensure continued client service during a leadership transition16:46 – The role of legal protections and buy-sell agreements during a firm transition25:01 – Insurance considerations Resources:Firm management and succession planning articles and eventsLearn more about Aon

Human-Centered Family Business Succession Planning, with Andrea Carpenter, The Transition Strategists, and Jamie Reynolds, Reynolds CFO Services (Family Business Radio, Episode 65) In this episode of Family Business Radio, host Anthony Chen welcomes Andrea Carpenter of The Transition Strategists and Jamie Reynolds of Reynolds CFO Services. Andrea shares her journey from UX design to becoming […] The post Human-Centered Family Business Succession Planning, with Andrea Carpenter, The Transition Strategists, and Jamie Reynolds, Reynolds CFO Services appeared first on Business RadioX ®.

  Succession planning is a critical topic. Understanding how to navigate succession planning is crucial for accountants, financial professionals and those involved in wealth management.    In this second episode in the Tax Time 2025 series, you'll learn about the key points of wealth transfer and what you need to know about succession planning, including:   Current trends   Regulatory aspects   Tax considerations for private groups  Capital gains tax (GGT) in relation to succession planning  Tune in to gain valuable insights into effective strategies for ensuring a smooth transition of wealth while meeting compliance requirements.  Listen now.   Host: Jenny Wong, Tax Lead, Policy and Advocacy, CPA Australia  Guest: Jenny Lin, Assistant Commissioner, Private Wealth, Australian Taxation Office  For information related to this episode, head to the ATO website for information on succession planning   Additionally, you can listen to other episodes in this Tax Time 2025 series.    And you can find CPA Australia's tax resources on the website.    CPA Australia publishes four podcasts, providing commentary and thought leadership across business, finance, and accounting:   With Interest  INTHEBLACK   INTHEBLACK Out Loud  Excel Tips  Search for them in your podcast platform.   Email the podcast team at podcasts@cpaaustralia.com.au  

Giles Pearson, co-founder of Accountests and former PwC partner, shares how one disastrous hire led him to revolutionize recruiting in the accounting profession. The conversation explores why traditional hiring methods fail, how skills and personality testing can predict job success, and reveals the shocking statistics about resume dishonesty. Roger and Annie also dive into New Zealand's streamlined tax system where 90% of taxpayers never file returns, sparking a fascinating debate about whether such simplicity could ever work in the United States.SponsorsPadgett -  Contact Padgett or Email Jeff Phillips(00:00) - Welcome to Federal Tax Updates (01:56) - Introducing the Guest: Gilles Pearson (03:22) - Challenges in Hiring and the Birth of Accountests (05:26) - The Importance of Testing in Hiring (08:29) - The Role of Personality and Skills Tests (14:13) - Developing Effective Tests for Accountants (24:45) - Personality Profiles and Team Dynamics (31:45) - Using Tests for Employee Development (34:47) - Succession Planning in Smaller Firms (37:02) - Accountant Stereotypes and Communication Challenges (40:54) - The Role of Personal Interaction in Accounting (45:08) - Streamlined Hiring Process with Account Tests (49:08) - Comparing Tax Systems: US vs New Zealand (57:08) - Final Thoughts and Farewell Connect with Giles Pearson https://nz.linkedin.com/in/giles-pearson-fca-8a175843https://www.accountests.com/Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with the Roger and Annie on LinkedInhttps://www.linkedin.com/in/rogerharrispbs/https://www.linkedin.com/in/annie-schwab-852418261/ReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of the Earmark Media

Show NotesIn this episode, you'll learn:How Colleen's caregiving journey led to her business The biggest planning mistakes solopreneurs make The four pillars of business safety: Money, Insurance, Succession, and Legal Prep What a “Knock Box” is—and why you need one The real cost of not planning for emergencies Her tips on getting in front of the right clients Why LinkedIn is her platform of choice Links & Resources:Website: www.centuryplantbusinessservices.com LinkedIn: Colleen Watson Book a session with Colleen: calendly.com/centuryplant Follow Virginia:Website: entrepreneurconundrum.com Instagram: @entrepreneurconundrumpodcast Facebook: @entrepreneurconundrumpodcast Twitter: @EnConundrumPod Key Questions(00:53) Can you tell us a little bit about your entrepreneurial journey?(04:23) Who are your ideal clients?(06:34) How do you get in front of those people?(08:28) Do you do you social media as well to help get in front of those people to have those conversations?(10:56) Is there someone that you refer them to or just help them find their own person to help them.(14:10) Do you help people just in the US or do you go other places as well?(16:05) What are some of the safety So it's the safety net or the four pillars that people should have.(20:57) So do you have all your ducks in a row?(24:03) What are some big goals that you have in the next year or two?(30:03) What's the best advice that you have ever received?(31:58) What's the best advice you've ever given?(33:34) Is there anything that we haven't talked about yet that you would like to touch on?Colleen Watsonhttps://www.centuryplantbusinessservices.com/https://www.linkedin.com/in/colleen-watson/Virginia PurnellFunnel & Visibility SpecialistDistinct Digital Marketing(833) 762-5336virginia@distinctdigitalmarketing.comwww.distinctdigitalmarketing.comwww.distinctdigitalmarketing.co

Today, we're picking up with the second part of my conversation with Jodi Berg, the former President & CEO of Vitamix.In Part 1, we explored Jodi's career, the history, evolution, and family legacy of Vitamix, and her leadership journey in growing the company into the global brand it is today.In Part 2, we continue with her reflections on stepping away from the business—and dive deeper into her philosophy of purpose, the DANCE framework she's developing to help others lead more intentional lives, and the wisdom she's distilled from decades of research, teaching, and hands-on leadership and entrepreneurial experience.It's a wide-ranging, deeply thoughtful conversation about what it means to live and lead with purpose—not to mention, a lot of fun. I'm so excited to share it with you.00:00:00 - Reflecting on Leadership and Culture  00:04:25 - Succession Planning in Family Businesses  00:06:56 - Navigating Leadership Transitions  00:13:44 - The Importance of Purpose  00:15:18 - Personal Experiences Shaping Purpose  00:19:34 - Helping Others Find Their Wings  00:26:33 - The Dual Nature of Purpose  00:35:23 - Impact of Personal Purpose on Company Culture  00:41:26 - The Impact of Personal Purpose  00:46:51 - Understanding and Helping Others  00:47:27 - Writing a Purpose-Driven Book  00:48:39 - The DANCE Framework for Decision-Making  00:56:20 - The Importance of Purpose in Decision-Making  01:02:42 - Discovering Superpowers and Purpose  01:03:26 - Innovating the Blender: A New Approach  01:10:05 - Technology and Purpose in Business  01:14:53 - Hidden Gem-----LINKS:https://www.linkedin.com/in/jodilberg/https://www.vitamix.com/us/en_us/Original Vitamix Infomercial: https://www.youtube.com/watch?v=Rm5IzzGPzQA-----SPONSOR:Roundstone InsuranceRoundstone Insurance is proud to sponsor Lay of The Land. Founder and CEO, Michael Schroeder, has committed full-year support for the podcast, recognizing its alignment with the company's passion for entrepreneurship, innovation, and community leadership.Headquartered in Rocky River, Ohio, Roundstone was founded in 2005 with a vision to deliver better healthcare outcomes at a more affordable cost. To bring that vision to life, the company pioneered the group medical captive model — a self-funded health insurance solution that provides small and mid-sized businesses with greater control and significant savings.Over the past two decades, Roundstone has grown rapidly, creating nearly 200 jobs in Northeast Ohio. The company works closely with employers and benefits advisors to navigate the complexities of commercial health insurance and build custom plans that prioritize employee well-being over shareholder returns. By focusing on aligned incentives and better health outcomes, Roundstone is helping businesses save thousands in Per Employee Per Year healthcare costs.Roundstone Insurance — Built for entrepreneurs. Backed by innovation. Committed to Cleveland.-----Stay up to date by signing up for Lay of The Land's weekly newsletter — sign up here.Past guests include Justin Bibb (Mayor of Cleveland), Pat Conway (Great Lakes Brewing), Steve Potash (OverDrive), Umberto P. Fedeli (The Fedeli Group), Lila Mills (Signal Cleveland), Stewart Kohl (The Riverside Company), Mitch Kroll (Findaway — Acquired by Spotify), and over 200 other Cleveland Entrepreneurs.Connect with Jeffrey Stern on LinkedIn — https://www.linkedin.com/in/jeffreypstern/Follow Lay of The Land on X @podlayofthelandhttps://www.jeffreys.page/

“Closed mouths don't get fed. If you don't speak up about what your fleet really needs, no one's going to help you.”In this laugh-out-loud, wisdom-packed episode of The Fleet Success Show, hosts Josh Turley and Marc Canton sit down with Harold Siguenza, the Assistant Director of Public Works for the City of Avondale, Arizona. Buckle up—because Harold's story isn't your typical “fell into fleet” tale. It's a full-throttle leap from car sales to budget analyst to fleet operations and beyond.Harold shares how he transformed from “the guy asking what a budget office even does” to the trusted leader of multiple divisions including fleet, solid waste, transit, and pavement preservation. Along the way, he exposes the harsh reality of “finance PTSD,” breaks down how to actually get your fleet replacement budget approved, and drops truth bombs on leadership, trust, and the secret to building a legacy beyond the garage.This one is for every fleet manager who's ever wondered, “What's next?” Harold shows that fleet isn't just a job—it's a launching pad for a purpose-driven career in public service.Key TakeawaysFleet + Finance = Power: Understanding how budget offices think helps you win more resources—and influence.Squeaky Wheels Win Replacements: You get what you ask for—so stop lowballing your budget out of fear.Leadership is Trust First: Harold reveals how trusting his team (and asking tons of questions) built powerful alignment.Fleet Pros Isn't Just a Club—It's a Career Accelerator: Why Fleet Pros' new 101 series is grooming the next generation of leaders.Succession Planning is Not Optional: Your legacy isn't your title—it's who comes after you.Speaker BiosHarold SiguenzaAssistant Director of Public Works, City of AvondaleA fleet outsider turned fleet champion, Harold's story blends public administration, fleet management, and a relentless drive to serve the public. He's also a board member with Fleet Pros, where he helps up-and-coming techs and supervisors rise into leadership roles.Josh TurleyCEO, RTA: The Fleet Success CompanyAs RTA's CEO, Josh brings decades of insight into building better fleets through smart leadership, technology, and systems. His mission: help fleet managers lead with confidence.Marc CantonHead of Product & Consulting, RTAWith a background in consulting and analytics, Marc now leads the design of tomorrow's fleet management software—one that meets real-world needs in the shop and the boardroom. #FleetLeadership #FleetSuccess #FleetManagerLife #FleetMaintenanceSoftware #PublicWorksLeadership #SuccessionPlanning #GovernmentFleet #FleetPros

This week on Swimming with Allocators, Earnest and Alexa welcome Evan Finkel and Charlotte Palmer from Integra Global Advisors. Evan and Charlotte discuss their approach to venture capital investing, focusing on emerging managers while also sharing insights into evaluating new fund managers, emphasizing the importance of transparency, unique investment theses, and consistent communication. The conversation also covers challenges in the current VC landscape, including the competitive fundraising environment and the need for succession planning. Key takeaways include the value of building strong LP-GP relationships, the potential of smaller funds to generate alpha, and the critical role of motivation and differentiation for emerging managers. Also, don't miss our insider segment as Jason Kropp from Sidley discusses the complexities of cross-border venture capital investments, highlighting the importance of tax optimization, international investment structures, and navigating regulatory uncertainties in the current global investment landscape.Highlights from this week's conversation include:Evan's Background and Journey (1:09)Charlotte's Journey to Allocator (3:04)Integra Overview and Differentiation (4:41)Geographic Focus of Clients (8:24)Motivation and Competitive Landscape for Emerging Managers (11:13)Market Correction and Emerging Manager Archetypes (15:29)Diligencing Differentiated Perspectives (19:37)Off-List References and Deeper Diligence (23:51)Insider Segment: Complexities of Cross-Border Investments (24:48)LPAC Involvement and Value (28:56)How LPs Should Give Feedback (31:00)Questions GPs Should Ask LPs (34:18)Assessing LP Commitment and Stickiness (38:40)Succession Planning in VC Firms (42:55)Lessons Learned as LPs (47:31)Final Thoughts and Takeaways (50:00)Integra Global Advisors is a registered investment advisor (RIA) functioning like a multi-family office. The firm invests across the entire investable universe but on the venture side, the team specializes in early-stage investments across the U.S., Israel, Latin America, and Europe. Focused exclusively on emerging managers, Integra provides capital and strategic partnerships, actively engaging in LPAC positions to help funds succeed. Learn more at www.integraga.com.Sidley Austin LLP is a premier global law firm with a dedicated Venture Funds practice, advising top venture capital firms, institutional investors, and private equity sponsors on fund formation, investment structuring, and regulatory compliance. With deep expertise across private markets, Sidley provides strategic legal counsel to help funds scale effectively. Learn more at sidley.com.Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.

In this solo episode, Tracy tackles one of the biggest questions facing farm families today:Why do farm founders get stuck in transition? She breaks down the four most common reasons founders resist or stall the process (From Heather Veneer's book)—and shares practical insights to help families move forward with clarity and confidence. Tracy also shares what she's currently reading and gives you a sneak peek into two exciting upcoming episodes featuring expert guests in farm succession:

In this episode of Voices of Otolaryngology, Rahul K. Shah, MD, MBA, AAO-HNS/F Executive Vice President and CEO, talks with Willard C. Harrill, MD, and David E. Melon, MD, in a conversation exploring succession planning and private practice evolution in otolaryngology. They share insights on leadership transition, building sustainable practice models, and navigating the shift to value-based care. The discussion covers recruitment strategies, practice diversification, and the unique challenges facing medium-sized ENT groups. They offer valuable guidance on dynamic scheduling, community engagement, and maintaining competitive advantage while transitioning from traditional fee-for-service models to comprehensive, coordinated patient care approaches.  Helpful Resources: Get Involved with OPPS: https://www.entnet.org/opps  Collaborate on ENT Connect: https://entconnect.entnet.org/home  Learn more about our Annual Meeting & OTO EXPO: https://www.entnet.org/events/annual-meeting/  AAO-HNS Business of Medicine: https://www.entnet.org/business-of-medicine/  More Ways to Listen: Spotify: https://open.spotify.com/show/3UeVLtFdLHDnWnULUPoiin  Apple Podcasts: https://podcasts.apple.com/us/podcast/voice-of-otolaryngology/id1506655333   Connect the AAO-HNS: Instagram: https://www.instagram.com/aaohns  X (Twitter): https://x.com/AAOHNS  Facebook: https://www.facebook.com/AAOHNS  LinkedIn: https://www.linkedin.com/company/american-academy-of-otolaryngology/  Website: https://www.entnet.org  Shop AAO-HNS Merchandise: https://www.otostore.org  Help Us Improve Future Episodes: Share your feedback and topic suggestions at https://forms.office.com/r/0XpA83XNBQ  Subscribe to Voices of Otolaryngology for more insights from leading voices in ENT. New episodes released every Tuesday.

This episode is for the woman who's built a thriving business—and still hears a quiet voice inside asking, “Is this really it?” My client came to this session frustrated with herself for not trusting her team or delegating enough. But what we uncovered wasn't about delegation at all. It was about the fear of stepping away. The pressure to keep going. And the guilt that creeps in when you consider wanting more for yourself… or maybe something entirely different. In this deeply moving conversation, you'll hear: What's really behind the resistance to let go (hint: it's not about your team) The hidden grief and identity loss so many women feel as they evolve beyond the CEO role Why wanting more space, more freedom, or a different life doesn't make you ungrateful—it makes you ready This is the kind of conversation most women are having only in their heads. But here, we say it out loud. And that's where the real shift begins. Listen now—and if it speaks to you, leave a review and share it with a woman you admire who might be in her own what's next moment. Contact Information and Recommended Resources Join me in Sonoma in August so we can meet in person! Go to www.thevisionary.ceo/beyondceo to register your interest. Linkedin Instagram Facebook Pinterest

In this special 15th anniversary episode of Winning at Life with Gregory Ricks, Gregory reflects on the journey of building a financial radio show and firm over the past 15 years. Packed with heartfelt stories, guest appearances from team members and advisors, and meaningful listener calls, the show celebrates the lives impacted through thoughtful financial advice and a commitment to service. Topics include the evolution of the show, tax updates, estate planning risks, business sale strategies, risk tolerance versus capacity, and the importance of a team-based approach to financial planning. Tune in for real stories,  financial insights, and a tribute to the people behind the mission of helping others win with their money.For LIVE financial news talk radio, tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on:WRNO-News Talk 99.5 FM New Orleans - 10 am - 1 pmWBUV-News Talk 104.9 FM Biloxi - 10 am - 1 pmOR For financial news talk ON DEMAND, tune into the Ask Gregory Podcast for more financial topics that may interest you! Visit: https://gregoryricks.com/podcast/Download the Winning at Life app to never miss a replay!Investment Advisory products and services made available through AE Wealth Management, LLC or registered investment advisor, insurance products are offered through the insurance business Gregory Ricks and Associates, Incorporated AE wealth management does not offer insurance products, the insurance products offered by Gregory Ricks and Associates incorporated are not subject to investment advisor requirements. Investing involves risk, including the potential loss of principal, any references to protection, safety or lifetime income generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying ability of the issuing Carrier. This radio show was intended for informational purposes only. It is not intended to be used as the sole basis for a financial decision, nor should it be construed as advice designed to meet the particular needs of an individual situation. Gregory Ricks and Associates is not permitted to offer and no statement made during the show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the US government or any governmental agency. The Information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Gregory Ricks and Associates. Please remember that converting an employer plan account to a Roth IRA is a taxable event. Increased taxable income from the Roth IRA conversion may have several consequences, including, but not limited to a need for additional tax withholding or estimated tax payments, the loss of certain tax deductions and credits and higher taxes on Social Security benefits and higher Medicare premiums. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA. Neither AE Wealth Management nor advisors providing investment advisory services through AE Wealth Management recommend or facilitate the buying or selling of cryptocurrencies. Third parties and guests of the show are not affiliated with nor do their opinions reflect those of Gregory Ricks and associates or AE wealth management. Ae Wealth Management provides services without regard to political affiliation. And the views of individual advisors are not necessarily the views of AE Wealth Management. We are Winning at Life with Gregory Ricks.

On the 250th episode of the Evolve to Succeed Podcast, Anthony Woodhouse, Chairman of Hall & Woodhouse, shares insights into the legacy of the family-owned brewery and pub company, which has been in operation since 1777.  He discusses the challenges and triumphs of maintaining a family business over generations, the importance of reinvestment in the company and community, and the balance between tradition and innovation in the hospitality sector.  Anthony emphasises the need for educating future generations about the business's values and the impact of structural changes in the industry.  Anthony discusses the evolution of pub culture, emphasising the changing demographics of pub-goers. He also addresses the significance of succession planning in family businesses, sharing insights on legacy and the need for a forward-looking mindset.    This episode of the Evolve to Succeed Podcast covers… The importance of being a custodian of the family business. How reinvestment leads to longevity. Community impact over shareholder profits. Educating the next generation. Balancing tradition with innovation. Headwinds in the hospitality sector. Changes in pub culture and demographics. Moral decisions leading to better commercial outcomes. Trusting the next generation. Engagement with the community.   Chapters 00:00 Introduction to Hall & Woodhouse 02:56 Custodians of a Legacy 05:58 Longevity in Family Businesses 09:04 Reinvestment and Community Impact 11:56 Educating Future Generations 15:13 Balancing Tradition with Innovation 18:13 Headwinds in the Hospitality Sector 26:10 Pub Culture and Gender Dynamics 31:27 The Brewing Legacy 36:15 Succession Planning 39:18 Mindset Shift 46:08 Personal Definition of Success  

Thinking of selling your business? Discover a powerful, tax-efficient exit strategy that not only preserves your wealth but also empowers your employees. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Salvatore Tirabassi, a fractional CFO with extensive experience in private equity, exit planning, and succession strategies. This episode unveils the secrets of Employee Stock Ownership Plans (ESOPs) with Salvatore, who's personally guided a $242M business sale through an ESOP, offering a unique perspective on when and how an ESOP makes sense.In this episode, you will learn:What an Employee Stock Ownership Plan (ESOP) is, and how it works.The ideal planning timeline for an ESOP.The significant tax benefits of an ESOP – for owners and companies.How liquidity is created for selling shareholders. And more!Tune in to discover how ESOPs offer a compelling alternative to traditional sales, enabling business owners to achieve their financial goals while fostering a unique ownership culture among their employees.Resources:Episode Transcript & Blog | CFOproanalytics.com | tirabassi.com | LinkedIn: Salvatore Tirabassi | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

What can a retired real estate mogul with $28 billion in AUM teach us about building enduring wealth, navigating downturns, and staying relevant in a digital world? In this episode of REady2Scale, we sit down with John S. Pennington, Jr., co-founder of Bridge Investment Group, who led the firm from its inception through an IPO and managed over 100 funds before retiring in 2021. He shares the hard-earned lessons of building a real estate empire, the value of long-term thinking, and how digital assets like Bitcoin could reshape the future of alternative investments. With a candid mix of storytelling and strategic insight, John breaks down the realities of fund structuring, economic cycles, succession planning, and risk. Key Takeaways: - The fund structure that allowed Bridge to scale and why general partnerships offer more control than public corporations. - Why 2008 was the best buying opportunity of his lifetime and how they positioned themselves early to take advantage. - How John evaluates risk today and why experienced managers with personal capital in the fund matter. - A comparison of 2025's macro landscape to past crisis years, and what it might signal for investors. - A primer on tokenization, Eurodollars, and the long-term challenge digital assets pose to traditional finance. - Succession planning insights from someone who transitioned out with intention and impact. - How personal discipline, family focus, and resisting lifestyle inflation created long-term security. - Why he still keeps 90% of his wealth in real estate-backed assets and the balance he strikes with Bitcoin and gold. - This conversation is a masterclass in how real estate, economics, and disciplined investing intersect and what it really takes to build something that lasts. Guest Info John S. Pennington, Jr.Co-Founder, Bridge Investment Group (Retired)Author of Dollars, Gold & Bitcoin: A Guide to Value in a Changing World LinkedIn: John S. Pennington, Jr. Website: www.johnspenningtonjr.com Timestamps 00:00 Introduction and Guest Background 01:37 John's Journey and Key Lessons 11:48 Navigating Financial Crises and Future Outlook 21:55 The Eurodollar System and Global Currency Dynamics 22:23 Balancing Real Estate and Digital Assets 24:47 Succession Planning and Retirement Insights Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose *

Succession only looks seamless from the outside. Yakub Hazzard shares what it really took to step into the chair role at Mitchell Silberberg & Knupp LLP, and why leadership transitions require more than just good timing.   How do you plan for change without disrupting what already works? Yakub walks through the nearly two-year succession planning process that prepared him to take over as chair, from building internal alignment to choosing the right leadership partner. He shares how the firm prioritized culture over convenience, and why that made all the difference.   Yakub also reflects on his journey from paralegal to partner, with a few unexpected stops along the way. Raised in a household of professional athletes, he learned early what discipline looks like up close. Time at NBCUniversal gave him a new perspective on what clients actually need from their lawyers, something he carries into every interaction today.   The episode also covers how the firm is growing with intention, where entertainment law is headed, and how AI is already reshaping the conversation. Yakub's perspective is steady, strategic, and refreshingly grounded.   Episode Breakdown: 00:00 Yakub Hazzerd's Background  04:46 Starting in Law: From Paralegal to Partner 07:06 Going In-House at NBCUniversal 09:00 Returning to MSK and the Shift Back to Private Practice 10:05 Succession Planning and Leadership Transition 13:30 Strategic Growth and Culture-Driven Hiring 18:35 Industry Disruption: Streaming, Gaming, and AI 27:34 Building High-Performing Teams   Links Connect with Yakub Hazzard: LinkedIn Profile: https://www.linkedin.com/in/yakub-hazzard-1469b113/  Firm Website Bio: https://www.msk.com/attorneys-Yakub_Hazzard Connect with Howard Rosenberg: LinkedIn profile: https://www.linkedin.com/in/hrosenberg/ Company web profile: https://www.baretzbrunelle.com/howard-rosenberg   Connect with Chris Batz: LinkedIn Profile: https://www.linkedin.com/in/chrisbatz/  LinkedIn Company page: https://www.linkedin.com/company/columbus-street/ Columbus Street website: https://www.columbus-street.com/  Podcast production and show notes provided by HiveCast.fm  

Secret Thoughts of CEOS Ep. 135 Legacy in Limbo: Why So Many Leaders Avoid Succession Planning with Dr. Mohanakrishnan Raman   In this eye-opening episode, host Chris Yonker speaks with Dr. Mohanakrishnan Raman, an organizational psychologist and international expert on family business dynamics. With decades of experience consulting Indian family enterprises, Dr. Raman shares how cultural norms, succession planning, and next-gen development intersect in often overlooked ways. The conversation touches on Indian traditions, evolving gender roles, leadership readiness, and the emotional complexity of legacy handoffs. Whether you're in a family-run business or leading succession elsewhere, this episode is packed with deeply human—and highly strategic—insights.   Timestamps 02:00 – Meet Dr. Mohanakrishnan Raman 07:35 – Realizing the influence of family systems in OD work 11:55 – Cultural inheritance, COVID's impact, and India's family business awakening 18:10 – Gender, legal reforms, and complexities in succession structures 24:00 – Case studies: sibling tension, conflicting interests, and decentralizing roles 37:15 – The 3 Capitals: Financial, Knowledge, and Social – and why they matter 42:40 – Creating learning journeys through values, mentorship, and exposure 54:10 – The tension between honoring legacy vs. pursuing personal calling   Quotes ·       "To win the relay race, you have to hand over at the right spot, at the right time, and at the right speed."[59:30] ·       "The current generation is coming from abundance. The previous one came from scarcity. Their motivations—and expectations—are fundamentally different."[53:00] ·       "When designing a succession plan, you're not just training for business. You're transferring values, identity, and a legacy of relationships."[39:50]    Websites: fambizforum.com. www.chrisyonker.com.    Resources & Links: ·       Connect with Dr. Raman on LinkedIn: Mohanakrishnan Raman      

In this episode of the BulkLoads Podcast, guest Jace Young shares his compelling journey from growing up on a family feed yard in Western Kansas to founding Legacy Farmer. He discusses the hard lessons learned from his family's farm loss, the emotional and financial struggles of generational operations, and the critical need for financial clarity and open communication in ag businesses. Watch this episode on YouTube & Subscribe! https://youtu.be/sGWRYZrDjxY Free Video Shoot From BulkLoads? https://links.bulkloads.com/widget/form/bfbbWKvA8xQZJKKYfc2Z   How can we pray for you? Email us: prayer@bulkloads.com Check out our companies!  BulkLoads - https://www.bulkloads.com/sign_up/create_account/?utm_source=youtube&utm_medium=audio&utm_campaign=podcast Insurance - https://www.bulkinsurancegroup.com/ Factoring - https://www.smartfreightfunding.com/  Transportation Management (TMS) - https://www.bulktms.com/ Permitting- https://www.bulkloads.com/tools/permitting/  Timestamp: 0:00 - 2:40 Introducing Jace and Early Family Farm Experiences 2:40 - 7:03 The Rise and Fall of the Family Operation 7:03 - 12:08 Emotional Impact of Losing the Farm 12:08 - 16:25 Lessons Learned: Hindsight on the Operation's Downfall 16:25 - 19:37 Family Dynamics and Communication Challenges in Family Businesses 19:37 - 24:09 Lingering Family Conflicts & Financial Fallout 24:09 - 29:29 What is Legacy Farmer? Elevating Farm Financial Management 29:29 - 33:38 Bringing Clarity to Farm and Trucking Finances 33:38 - 40:02 Business Owner Mindset: Shifting Roles and Responsibilities 40:02 - 45:00 Legacy Farmer Community, Coaching, and Real-World Lessons 45:00 - 46:33 Final Thoughts on Mission, Impact, and Continuing the Conversation

For a lot of people, retirement isn't the relaxing reward it's made out to be—it feels more like losing a piece of themselves. After spending years tied to routines, responsibilities, and roles that defined them, stepping away can feel disorienting. The quiet that once sounded like freedom can become uncomfortable fast. It's not just about having free time—it's about figuring out who you are when the title, the office, and the calendar are gone. That shift can shake you more than anyone expects. Elizabeth Zelinka Parsons helps high achievers rethink retirement as a launchpad, not a finish line. With her book Encore, she guides professionals through the emotional and identity shifts that come with stepping away from traditional careers. Today, she shares how purpose, structure, and personal growth are just as vital as savings when planning for life after work. Drawing from her own early retirement at 35, she emphasizes designing a future rooted in meaning, not just money. Elizabeth believes that retirement should feel like a new beginning, not an end. Stay tuned! Resources: A winning approach to Retirement and Succession Planning — for Professional Services Firms. Follow Elizabeth Zelinka Parsons on Facebook Connect with Elizabeth Zelinka Parsons on LinkedIn

Highlights include:-The real difference between recurring and advisory revenue—and why it matters for your valuation.-Why managing client assets yourself can decrease your business's value.-Red flags buyers look for, including data disorganization, aging client bases, and weak G2s.-The role of infrastructure, compliance, and staff continuity in boosting buyer confidence.-How to apply the 80/20 rule to client segmentation for greater clarity and value.-Why five years is the sweet spot for prepping your business for sale—and how to get started.If you've ever thought about retiring, even in passing, this episode is your sign to start preparing now. The earlier you act, the more options and leverage you'll have when it's time to make your next big move.Need help building a transferable practice?Visit www.eliteconsultingpartners.com today.

In this episode, Jeff and David discuss: Growing up in the financial advising industry.Building and training your team to think and act like owners.Balancing internal and external stakeholders.When things go well in a gentle handoff.Having a vision when building your business.  Key Takeaways: Human capital is not just one of your largest expenses, but also one of your greatest assets.Consider working with other organizations that work in symbiotic ways where you can assist each other and neither of you needs to do everything or things outside of your strengths.Your exit is not just about who can write the biggest check, but who is the right fit for your organization.Continuing to work, even part-time, after a handoff, when done intentionally, historically, organizations will see growth one year after the deal has closed.  "The things the advisors do today influence the exit decision out there five and 10 years from now or longer." —  David Grau, Jr.  Connect with David Grau, Jr.:Website: https://www.successionresource.com/LinkedIn: https://www.linkedin.com/in/davidgraujr/X: https://twitter.com/successionrg  Connect with Jeffrey Concepcion: Website: https://www.stratoswealthpartners.comContact: https://www.stratoswealthpartners.com/contactTwitter: https://twitter.com/Stratos_WealthFacebook: https://www.facebook.com/stratoswealthpartnersLinkedIn: https://www.linkedin.com/in/jeffconcepcion1/

In this episode, Ray Sclafani discusses the critical importance of retaining top talent in financial advisory firms. He emphasizes the need for structured career pathing and professional development to enhance employee engagement and retention. The episode also explores how firms can invest in their future leaders, create clear pathways to partnership, and adapt compensation models to align with the aspirations of high-performing advisors. Coaching questions are also provided so that leaders can reflect on their strategies for talent retention and succession planning.Key Takeaways39% of employees leave due to insufficient career development.Structured career pathing leads to 34% higher retention rates.Investing in future leaders is essential for firm success.Compensation models must adapt to retain top talent.High turnover risks losing valuable client relationships.Find out more about Reitler Kailas & Rosenblatt here.Find out more about MarketCouncil Consulting here. Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

Send us a textIn this episode, we explore the importance of communication across generations within family offices. Uli shares his experience of managing multi-generational communication through biannual family governance retreats, creating an environment that fosters open dialogue and alignment. He emphasizes the significance of both financial and emotional resources in ensuring smooth generational transitions. Similarly, another guest reflects on how their family office has been shaped by years of open communication, with a strong focus on financial literacy, health, and wellness for younger generations. The discussion dives deep into the evolving dynamics of family communication and the crucial role it plays in sustaining family legacies and wealth.

Is this the beginning of a market correction—or just a healthy pullback? Lance Roberts & Danny Ratliff break down recent volatility, key technical signals, and what smart investors should be watching right now; a review of Target & WalMart's earnings reports. Lance rebuts claims by Fisher Investments that stock buy backs do not affect markets. Convincingly. A review of Jamie Dimon's market complacency warnings, and Lance and Danny discuss on line shopping pro's and con's. Danny backs into a preview of our upcoming Retirement Income Empowerment Workshop, how to build and grow wealth, and how Lance plans to distribute his inheritance to his kids. SEG-1: A Retail Tale of Have's & Have-nots SEG-2: Is This the Start of a Correction? SEG-3a: The Buy Back Factor in Markets SEG-3b: Jaime Dimon's Warning of Market Complacency SEG-3c: Retailers, Tariffs, & Online Shopping SEG-4a: Succession Planning for Boomers SEG-4b: Retirement Income Empowerment preview SEG-4c: The First Step to Building Wealth & Self Preservation Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Financial Advisor Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=mD_sgSpa4Go&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=20s ------- Articles mention in this show: "Corporate Stock Buybacks – Do They Affect Markets?" https://realinvestmentadvice.com/resources/blog/corporate-stock-buybacks-do-they-affect-markets/ "USA Versus JNJ" https://realinvestmentadvice.com/resources/blog/usa-versus-jnj/ "Moody's Debt Downgrade – Does It Matter?" https://realinvestmentadvice.com/resources/blog/moodys-debt-downgrade-does-it-matter/ ------- The latest installment of our new feature, Before the Bell, "What Market Sectors Are Telling Us," is here: https://www.youtube.com/watch?v=qsVVT2IzJuo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Are Markets Too Complacent?" https://www.youtube.com/watch?v=N8MpeSQZeRs&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1309s ------- Register for our next in-person event, "Retirement Income Empowerment Workshop," June 14, 2025: https://tracking.realinvestmentadvice.com/l/1052953/2025-05-08/ysxr ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketSectors #Economy #EconomicCommentary #BasicMaterials #Communications #Utilities #Transportation #Energy #AI #RealEstate #MarketCorrection #StockMarket2025 #InvestorInsights #BearMarketWatch #RiskManagement #MarketRally #MarketPullback #BuyTheDip #RaiseCash #MarketConsolidation #20DMA #50DMA #100DMA #200DMA #MoodysDowngrade #CreditRating #DebtCrisis #BondMarket #USCreditRisk #MarketComplacency #InvestorSentiment #MarketRisk #StockMarketTrends #BubbleWarning #MarketTiming #InvestingAdvice #Money #Investing

Is this the beginning of a market correction—or just a healthy pullback?  Lance Roberts & Danny Ratliff break down recent volatility, key technical signals, and what smart investors should be watching right now; a review of Target & WalMart's earnings reports. Lance rebuts claims by Fisher Investments that stock buy backs do not affect markets. Convincingly. A review of Jamie Dimon's market complacency warnings, and Lance and Danny discuss on line shopping pro's and con's. Danny backs into a preview of our upcoming Retirement Income Empowerment Workshop, how to build and grow wealth, and how Lance plans to distribute his inheritance to his kids. SEG-1: A Retail Tale of Have's & Have-nots SEG-2: Is This the Start of a Correction? SEG-3a: The Buy Back Factor in Markets SEG-3b: Jaime Dimon's Warning of Market Complacency SEG-3c: Retailers, Tariffs, & Online Shopping SEG-4a: Succession Planning for Boomers SEG-4b: Retirement Income Empowerment preview SEG-4c: The First Step to Building Wealth & Self Preservation Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Financial Advisor Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=mD_sgSpa4Go&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=20s ------- Articles mention in this show: "Corporate Stock Buybacks – Do They Affect Markets?" https://realinvestmentadvice.com/resources/blog/corporate-stock-buybacks-do-they-affect-markets/ "USA Versus JNJ" https://realinvestmentadvice.com/resources/blog/usa-versus-jnj/ "Moody's Debt Downgrade – Does It Matter?" https://realinvestmentadvice.com/resources/blog/moodys-debt-downgrade-does-it-matter/ ------- The latest installment of our new feature, Before the Bell, "What Market Sectors Are Telling Us," is here:  https://www.youtube.com/watch?v=qsVVT2IzJuo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Are Markets Too Complacent?" https://www.youtube.com/watch?v=N8MpeSQZeRs&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1309s ------- Register for our next in-person event, "Retirement Income Empowerment Workshop," June 14, 2025: https://tracking.realinvestmentadvice.com/l/1052953/2025-05-08/ysxr ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketSectors #Economy #EconomicCommentary #BasicMaterials #Communications #Utilities #Transportation #Energy #AI #RealEstate #MarketCorrection #StockMarket2025 #InvestorInsights #BearMarketWatch #RiskManagement  #MarketRally #MarketPullback #BuyTheDip #RaiseCash #MarketConsolidation #20DMA #50DMA #100DMA #200DMA #MoodysDowngrade #CreditRating #DebtCrisis #BondMarket #USCreditRisk #MarketComplacency #InvestorSentiment #MarketRisk #StockMarketTrends #BubbleWarning #MarketTiming #InvestingAdvice #Money #Investing