Podcasts about Succession planning

In this episode of "The Free Lawyer" podcast, host Gary interviews John Scott, a partner at Anders and a virtual CFO specializing in law firms. John shares insights from his 30+ years of experience, discussing the importance of financial leadership, the four pillars of law firm finance, and the value of having a CFO. The conversation covers succession planning, building financially sound firms, leveraging technology, and the benefits of outsourcing financial management. John offers practical advice for attorneys seeking to scale their firms, improve profitability, and achieve greater personal and professional freedom.John C. Scott, CPA, AEP, CGMA, is a partner in tax at Anders and a leading authority in law firm financial management. With over 30 years of experience, he heads Anders' legal industry efforts for their Virtual CFO team, offering law firms the dedicated resources, forward-looking financial insight, and critical thinking they need to thrive. Author of Judicial Dollars and Cents, John specializes in helping firms optimize processes, improve profitability, and position themselves for successful succession or managing partner transitions.Drawing on deep expertise in tax planning, estate planning, and closely held business valuations, John partners with law firms to implement data-driven decision-making, streamline operations, and strengthen cash flow. His approach blends strategic foresight with hands-on financial leadership, ensuring firms can scale confidently and sustainably. Whether guiding a million-dollar boutique or a $30M multi-office practice, John helps ambitious legal leaders turn complexity into clarity—and profitability into lasting success.Virtual CFO Approach & Differentiation (00:03:34) Why Law Firms Need a CFO (00:04:35) D.Biggest Financial Blind Spots (00:05:49) The Four Pillars of Financial Management (00:07:27) Cash Flow Management & Working Capital (00:08:24) .Building a Firm That Runs Without the Owner (00:09:29) Succession Planning & Owner Freedom (00:10:47) Avoiding Default Retirement (00:12:15) Successful Succession vs. Firm Collapse (00:13:39) When to Start Exit Planning (00:14:26) Key Financial Metric for Growth (00:15:02) Case Study: Turning Around a PI Firm (00:16:28) Value of Trusted Advisors & Coaching (00:17:52) Future Trends: Technology & Data (00:18:53) Building a Financially Sound, Fulfilling Firm (00:20:20) .Final Advice: Investing in Finance Function (00:22:02) You may order your copy of Breaking Free here: https://www.amazon.com/dp/B0CPKSQ59RWould you like to learn what it looks like to become a truly Free Lawyer? You can schedule a complimentary call here: https://calendly.com/garymiles-successcoach/one-one-discovery-callYou can find The Free Lawyer Assessment here- https://www.garymiles.net/the-free-lawyer-assessment

Send a textIn this episode of the Private Practice Survival Guide, Brandon Seigel delivers a comprehensive, real-world breakdown of succession planning for private practices—and why it's far more than just an exit strategy. He explains how succession planning applies to leadership, clinical, operational, and ownership roles, and why the most successful practice owners plan years (or decades) ahead to protect continuity, retain talent, and preserve enterprise value.Brandon walks through practical frameworks for identifying future leaders, mitigating risk, preparing for unexpected events, and aligning succession with long-term growth, tax efficiency, and personal freedom. From contingency planning and workforce development to exit options like family transitions, partner buyouts, and acquisitions, this episode is a must-listen for private practice owners who want to build a durable organization that thrives—whether they sell, step back, or stay invested for the long haul.Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today's business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With MePodcast Website: https://www.privatepracticesurvivalguide.com/LinkedIn: https://www.linkedin.com/in/brandonseigel/Instagram: https://www.instagram.com/brandonseigel/https://wellnessworksmedicalbilling.com/Private Practice Survival Guide Book This show is proudly produced at PS Studios — learn more https://www.psstudios.co

Atenção (disclaimer): Os dados aqui apresentados representam minha opinião pessoal.Não são de forma alguma indicações de compra ou venda de ativos no mercado financeiro.Operação de R$ 900 milhões: Pague Menos (PGMN3) protocola pedido de oferta de ações na CVMhttps://www.moneytimes.com.br/pague-menos-protocola-pedido-de-oferta-de-acoes-na-cvm-jals/Simpar vai levantar até R$ 3,4 bi em equity: família e BNDESPar ancoramhttps://braziljournal.com/simpar-vai-levantar-ate-r-34-bi-em-equity-familia-e-bndespar-ancoram/Special Report: US and Israel Strike Iranhttps://podcasts.apple.com/br/podcast/special-report-us-and-israel-strike-iran/id1578096201?i=1000752085234&l=en-GBUS and Israel attack Iran; Tehran retaliateshttps://podcasts.apple.com/br/podcast/us-and-israel-attack-iran-tehran-retaliates/id1665219519?i=1000752082423&l=en-GBThe U.S. and Israel Strike Iranhttps://podcasts.apple.com/br/podcast/the-u-s-and-israel-strike-iran/id1200361736?i=1000752302953&l=en-GBWar with Iran: Middle East in flameshttps://podcasts.apple.com/br/podcast/war-with-iran-middle-east-in-flames/id151230264?i=1000752520953&l=en-GBCelebration and Mourning: Inside an Iran at Warhttps://podcasts.apple.com/br/podcast/celebration-and-mourning-inside-an-iran-at-war/id1200361736?i=1000752479323&l=en-GBThe Escalating Conflict With Iranhttps://podcasts.apple.com/br/podcast/the-escalating-conflict-with-iran/id1746141911?i=1000752348401&l=en-GBAt the Pentagon, OpenAI is In and Anthropic Is Outhttps://podcasts.apple.com/br/podcast/at-the-pentagon-openai-is-in-and-anthropic-is-out/id1528594034?i=1000752131650&l=en-GBDon't hate the replicator, hate the gamehttps://podcasts.apple.com/br/podcast/dont-hate-the-replicator-hate-the-game/id290783428?i=1000750604851&l=en-GBAfter Khamenei, What Now?https://podcasts.apple.com/br/podcast/after-khamenei-what-now/id1258635512?i=1000752659354&l=en-GBAfter Months of Succession Planning, Who's Leading Iran?https://podcasts.apple.com/br/podcast/after-months-of-succession-planning-whos-leading-iran/id1578096201?i=1000752752721&l=en-GBNikolas Ferreira e pastor usaram jatinho Vorcaro em campanha para Bolsonarohttps://podcasts.apple.com/br/podcast/nikolas-ferreira-e-pastor-usaram-jatinho-vorcaro-em/id203963267?i=1000752872899&l=en-GB1. A grande apostahttps://podcasts.apple.com/br/podcast/1-a-grande-aposta/id1632062052?i=1000575192607&l=en-GBThe 404 Media Podcasthttps://podcasts.apple.com/br/podcast/the-404-media-podcast/id1703615331?l=en-GB‘Vorcaro ficou marrento graças à condução do inquérito pelo ministro Dias Toffoli'https://podcasts.apple.com/br/podcast/vorcaro-ficou-marrento-gra%C3%A7as-%C3%A0-condu%C3%A7%C3%A3o-do-inqu%C3%A9rito/id203963267?i=1000753316301&l=en-GBComo Vorcaro invadiu sistemas da PF e da PGR e descobriu investigações sobre Masterhttps://podcasts.apple.com/br/podcast/como-vorcaro-invadiu-sistemas-da-pf-e-da-pgr-e-descobriu/id203963267?i=1000753340747&l=en-GBLulinha movimentou R$ 19,5 milhões em quatro anos, revela quebra de sigilo da CPMI do INSShttps://podcasts.apple.com/br/podcast/lulinha-movimentou-r%24-19-5-milh%C3%B5es-em-quatro-anos-revela/id203963267?i=1000753402413&l=en-GBEm mensagens, Vorcaro diz ter tido 'ótimo' encontro com Lula em 2024https://podcasts.apple.com/br/podcast/em-mensagens-vorcaro-diz-ter-tido-%C3%B3timo-encontro-com/id203963267?i=1000753388569&l=en-GB4. O colono pretohttps://podcasts.apple.com/br/podcast/4-o-colono-preto/id1632062052?i=1000575192665&l=en-GBFica evidente a relação ‘muito próxima' entre Vorcaro e Moraes com as troca de mensagens entre eleshttps://podcasts.apple.com/br/podcast/fica-evidente-a-rela%C3%A7%C3%A3o-muito-pr%C3%B3xima-entre-vorcaro/id203963267?i=1000753630295&l=en-GB‘Moraes alegar que não recebeu as mensagens é uma coisa realmente inacreditável'https://podcasts.apple.com/br/podcast/moraes-alegar-que-n%C3%A3o-recebeu-as-mensagens-%C3%A9-uma-coisa/id203963267?i=1000753660955&l=en-GB

You see it all the time. Mega successful people sharing their business advice online. But does any of it actually stack up when you're running a small business day to day? Today we're taking 10 business lessons from the new Audi F1 team boss Jonathan Wheatley and pressure testing them against the reality of small business life to see what actually resonates and what's unrelatable. On this episode, we discuss: (00:00) Intro (01:05) Ten Business Lessons from the New Audi F1 Team Boss (02:20) Invest Properly from the Start as a Small Business (05:06) Stop Keeping Up with the Joneses When Starting Out (06:00) Why Playing the Long Game Pays Off in Business (09:18) Why Every Small Business Needs a Three to Five Year Plan (10:35) How to Blend Experience with New Talent When Hiring (13:45) What Leading by Example Really Means in Small Business (16:55) Define Roles Clearly and Give Your Team Autonomy (19:36) Build a Strong Identity and Brand at Any Size (20:49) The Pricing Power of Having a Strong Brand (21:50) How Budget Constraints Actually Force Innovation (24:16) Leverage Data but Trust People to Make Decisions (26:39) Combine Proven Performers with Rising Stars Episode Resources: The AFR article we reference in this episode:https://www.afr.com/companies/sport/10-tips-to-overtake-the-competition-from-the-head-of-f1-s-newest-team-20260129-p5ny0x Check out the free resources from Inovayt here. Send us an email: hello@thenumbersgamepodcast.com.au The Numbers Game is brought to you by Future Advisory & Inovayt. Hosts:Nick ReillyJason Robinson This podcast is produced by VIDPOD. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Private equity is flooding into accounting, but taking an offer because of the flashy number on the table isn't always the best decision.In this crossover episode with the Inside Public Accounting Podcast, Brannon Poe joins host Rob Brown to break down what's really happening in CPA firm M&A right now. After attending a private equity conference at Harvard Business School, Brannon shares why this may be the most exciting—and chaotic—era he's seen since entering the M&A space in 2003.Accounting firms check every box private equity investors love: recurring revenue, fragmented ownership, under-optimized systems, and opportunity for scale. But while the market is strong and options are abundant, the real risk isn't missing out—it's moving too fast. Headline offers can be enticing, yet the fine print, cultural fit, leadership alignment, and long-term vision ultimately determine whether a deal becomes a win or a regret.*In this episode, we cover:*- Why private equity is so aggressively targeting CPA firms right now- The danger of the “headline offer” and how earnouts can change the real math- Why selling your firm is rarely just a financial decision- How to think about opportunity cost and the value of your time- What buyers actually want today (and why owner dependency kills value)- The critical $2.5M–$5M growth stretch and why it's so hard to scale there- When acquisition creates “escape velocity” for smaller firms- Why burnout might be telling you: “fix the firm,” not “sell the firm”- The power of pruning your client base and focusing instead of being everything to everyone- Why boundaries around time, pricing, and services are strategic rather than restrictiveThe M&A market may be active, but urgency is not a strategy. Whether you're considering a sale, exploring private equity, or simply trying to build a stronger, more valuable firm, this conversation offers clarity in a noisy environment. In a consolidating profession, the firms that win won't be the ones chasing the biggest multiple—they'll be the ones making disciplined decisions about timing, focus, and fit.Download Now: https://poegroupadvisors.com/accounting-practice-academy/increase-letter/Price increases are nothing to fear. The real challenge is effectively informing clients of these changes. Our templates will help you demonstrate your value and help clients understand the increases necessary to keep your firm afloat.*Download now and receive:*- (1) Major Fee Increase Letter Template- (1) 20% Fee Increase Letter Template

Most farming families don't fall apart because of bad intentions.They stall because the right conversations never quite happen.In this episode, Ben sits down with communication specialist Katie Godden to talk about the one skill that quietly determines whether families move forward together — or slowly drift out of alignment. It's the skill behind tough conversations that never get started, meetings that heat up too fast, and decisions that keep getting pushed down the road.Why do capable, hardworking families avoid the conversations they know matter? What actually causes things to escalate — or shut down completely — even when everyone wants the best outcome? And how do you raise sensitive issues without lighting the fuse or damaging relationships you can't afford to lose?This conversation cuts to the heart of what really holds families back — not strategy, not money, not effort — but how they communicate under pressure. If you've ever walked away from a discussion thinking “that didn't go how I hoped”, or felt the tension of unspoken issues building over time, this episode will hit close to home.It's practical. It's grounded in real family dynamics. And it speaks directly to anyone who knows their family, business, and future deserve better conversations than the ones they're currently having.----------------------------------------www.morrisseyco.com.au ----------------------------------Katie's communication training program, Grassroots Communication, teaches the exact skills, top families in ag use to increase trust, increase family alignment, and strengthen long-term relationships.If you want to get ahead of the game, head on over to katiegodden.com/grassroots and use the code AGRICOACH for 15% off.-----------------------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/

In this energizing episode of Start With a Win, Adam Contos sits down with powerhouse speaker and futurist Rome Madison for a raw, no-nonsense conversation about stepping boldly into uncertainty. Together, they explore what it truly takes to lead fearlessly, push past the lies we tell ourselves, and break free from the comfort zones that quietly hold us back. Rome brings his trademark fire - mixing story, strategy, and spirit - to challenge listeners to rethink confidence, reframe failure, and reconnect with the deeper power they already possess. This is a conversation that shakes you awake, stretches how you see yourself, and leaves you hungry to grow.Rome Madison is a dynamic speaker, author, and podcaster who helps people boost self-confidence, face fears, embrace uncertainty, and cut through chaos to achieve bold, ambitious goals. Known for his high-energy delivery and inspiring message, he empowers audiences to take risks and pursue success with fearless determination. A pioneer in the precision medicine industry, Rome draws from extensive sales management and executive leadership experience, sharing powerful lessons from leading massively successful start-ups to navigating the challenges of corporate collapse and restructuring. A futurist with a Specialty in Business Strategy from Harvard Business School Online, he blends forward-thinking insight with real-world expertise. Featured on more than 50 TV and radio programs nationwide, Rome has spoken on global stages, including the Consumer Electronics Show, where he shared his expertise on the Future of Healthcare. His mission is simple yet profound: inspire people to crush their goals, no matter the obstacles.00:00 Intro01:50 When you are uncertain?04:50 The statement that is the arrow thru the heart!07:05 One of the great Jim Rohn quotes… 10:20 How to get your mindset correct or kick yourself in the rear?14:02 How to get over the failures? One of the best statements…17:14 One of the lines you tell yourself…  18:27 If you ground yourself in this status, you can be this for the good!23:55 Can't put into words how amazing the last five mins were, go back and listen.27:10 A moment of what!https://romemadison.com/https://iwantmorenow.com/ ===========================Subscribe and Listen to the Start With a Win Podcast HERE:

On Wednesday's Morning Focus with Alan Morrissey, Tommy Corbett was in studio for our Financial Advice slot. This week, Tommy spoke to us about succession planning. Text or WhatsApp 0861800964 if you have any questions for Tommy.

Transitioning from "first-gen" technology leadership requires more than just a handoff; it's a strategic evolution. Retired directors Daisy Steele, Jeff Dayton, and Larry Kahn join the podcast to discuss the shift from building servers to managing complex ecosystems. They share essential insights on "brain dumps," outsourcing, and mastering "people chess" during retirement.Veracross (School Information System)Blackbaud (School Management Software)Asana (Project Management & Documentation)AARP Tax-Aide CounselingMeals on Wheels America

Like the show? Show your support by using our sponsors.Promotive can help you find your dream job. Touch HERE to see open jobs.Need to update your shop systems and software? Try Tekmetric HERERegister for Tektonic HERE!Launch your tool game to the next level with Launch Tech USA! HEREIn this episode, Jeff sits down with Alan Placer from ML Toys, a company that specializes in upgrades for Power Wheels ride-on vehicles. Alan shares how he turned a simple side hustle into a leading business, even without a formal technical background. They talk about the challenges of manufacturing custom parts, the surprisingly competitive world of Power Wheels drag racing, and why hands-on experiences matter so much when it comes to inspiring the next generation of mechanics and engineers.Timestamps:00:00 Problem-Solving Through Collaboration05:23 "Building a Strong Team"10:57 "Racers: A Unique Passion"18:14 Inspiring Hands-On Engineering Pathways22:09 "Legal Risks and DIY Business"30:51 Power Wheels Transition Challenges35:31 "Lack of Financial Training"38:17 Avoid Burnout Through Variety45:19 Global Supply Chain and Labor Challenges49:52 Building Legacy in Business Succession58:32 "Businesses Serve Different Markets"01:00:20 Passion for RVing and Work01:04:34 "New Service Centers for Mechanics" Follow/Subscribe to the show on social media! TikTok - https://www.tiktok.com/@jeffcompton7YouTube - https://www.youtube.com/@TheJadedMechanicFacebook - https://www.facebook.com/profile.php?id=100091347564232

What’s your plan for your business when you retire, or you’re unable to run it anymore? In this episode, hear from mother-and-daughter duo Stacey and Sami Ray of Sisterhood Travels as they discuss their personal paths on the vital, albeit often overlooked, process of succession planning within a successful travel agency. Next episode, tune in to hear from a travel industry attorney who’s an expert in succession planning. This episode was sponsored by AmaWaterways. Further resources Sisterhood Travels on the web and via email Stacey Ray’s podcast, Life. Reimagined. with Stacey Ray Stacey Ray on Humans of Travel Need advice? Call our hotline and leave a message: 201-902-2098 Email us: tradesecrets@travelweekly.com Theme song: Sock Hop by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/4387-sock-hop License: https://filmmusic.io/standard-license See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.

The US and Israel’s attacks on Iran have entered their third day — and President Donald Trump said Monday that the US military operation could continue for weeks, or more. On today’s Big Take podcast, reporter Golnar Motevalli talks to host Sarah Holder about the widening regional conflict, Iran’s succession plans and what we know about the end game for the US as President Trump vows to do “whatever it takes.” Follow Bloomberg’s live coverage here. Hosted by Sarah Holder; Produced by Julia Press and Eleanor Harrison-Dengate; Reported by Golnar Motevalli; Edited by Jeffrey Grocott. Fact-checking by David Fox and Rachael Lewis-Krisky; Engineering by Katie McMurran. Senior Producer: Naomi Shavin; Deputy Executive Producer: Julia Weaver. Executive Producer: Nicole Beemsterboer.See omnystudio.com/listener for privacy information.

There's a quiet habit that separates families who stay sharp across generations from those who slowly lose their edge… and it has nothing to do with markets, rainfall, or land values.In this straight-shooting mini episode, Ben Law shares a lesson handed to him decades ago by a highly successful operator — a lesson that sounded almost too simple to matter, yet has shaped how he works with some of Australia's most driven farming families today. It challenges the way we handle pressure, the conversations we tolerate around the kitchen table, and the standards we quietly accept in ourselves.What happens when complaining feels justified… but comes at a hidden cost? Why do some families face the same setbacks as everyone else yet keep moving forward with clarity and direction? And how does the voice in your own head influence the way you lead your family, business, and future?This episode is a sharp reminder that long-term success isn't just built on strategy, scale, or hard work. It's built on standards — especially the ones nobody sees. If you're serious about building a family enterprise that holds strong through tough seasons, this conversation will challenge how you show up when things don't go to plan.----------------------------------------www.morrisseyco.com.au-----------------------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/

Imagine turning one of the hardest moments in your life into the catalyst for a whole new family business.That's how the mother–daughter duo of Nikki and Emilia Jeffery, along with sister Olivia, brought  The Staging Experts to life.They're a fledgling business, but they share all the values and relationships that have made so many family firms so successful - and so special. Join us as we explore what lessons Nikki and Emilia have learned about each other, which could only have been learned from the family business…

Als Managerin Talent Acuqisition & Employer Branding bei der Proalpha Group gestaltet Alexandra mit ihrem Team Recruiting-Strategien, stärkt ihre Arbeitgebermarke und begleitet kulturellen Wandel mit Haltung und Herz.Shownotes00:00 - Intro & Context05:01 - Strategien & Award: Aufbau des Employer Branding Teams, DEBA Award, Konzepte zur Mitarbeiterbindung und Corporate Influencing.15:01 - Diversity & Netzwerke: Frauenförderung, interne Netzwerke, Mentoring und positive Effekte auf Employer Branding.25:01 - Remote Work & Retention: Employee Journey im Remote-Setup, Touchpoints, Teamkultur, Succession Planning und Wissensweitergabe.LinksGuest Linkedin: https://www.linkedin.com/in/alexandrameierhh/Thomas Linkedin: https://www.linkedin.com/in/thomas-kohler-pplwise/Thomas e-mail: thomas@pplwise.compplwise: https://pplwise.com/

Be sure to connect with Dr. Darin Brawley on LinkedIn here.Dr. Brawley transformed Compton Unified from a 58% graduation rate to 94%.A-G Completion rate from 12% to 76%Collective will is essential for achieving student success.Benchmarking against other districts drives improvement.Continuous improvement models help in adjusting strategies.Staying connected to schools is crucial for effective leadership.Succession planning ensures organizational growth and stability.Conflict is necessary for change and should be embraced.Work-life balance is important to prevent burnout.Mentorship plays a key role in professional development.Assessments should guide instruction and interventions.00:00 Introduction to Dr. Darren Brawley02:43 Transforming Compton Unified School District05:13 The Importance of Collective Will in Education07:55 Benchmarking for Success10:49 Staying Connected to Schools13:29 Succession Planning and Mentorship16:06 Work-Life Balance and Avoiding Burnout18:57 The Role of Conflict in Leadership21:19 Shout Outs and Closing ThoughtsBook Adam for your next event! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠mradamwelcome.com/speaking⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Brand new speaking video ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HERE!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Adam's Books:Kids Deserve It - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠amzn.to/3JzaoZv⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Run Like a Pirate - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠amzn.to/3KH9fjT⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Teachers Deserve It - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠amzn.to/3jzATDg⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Empower Our Girls - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠amzn.to/3JyR4vm⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

A decade of viticulture education is right at your fingertips. Executive Director Beth Vukmanic interviews longtime host Craig MacMillan to celebrate ten years and 300 episodes of the Sustainable Winegrowing Podcast. Together, they reflect on some of Craig's most memorable interviews—from new discoveries in sour rot and space-to-farm technology, to using storytelling to sell more wine and tackling leadership transitions.  Resources:   17: New Discoveries about Sour Rot  129: The Efficient Vineyard Project  161: Use Storytelling to Sell More Wine  233: The Gap Between Space and Farm: Ground Truthing Satellite Data Models  239: Ford Pro Pilot – Trialing Electric Trucks in the Field  249: Making it Easier to Use Satellite Data in Agriculture  257: Understanding Winery Visitors – Increase Sales with your Messaging  268: How to Tackle Leadership Transitions Successfully  286: To Till or Not to Till: Impacts on Soil, Vines, and Vineyard Budgets  Craig Macmillan  Support the Podcast:  Make a Donation  Vineyard Team Programs:  Juan Nevarez Memorial Scholarship - Help students from vineyard families pursue higher education  Online Courses - Earn DPR and CCA hours with expert-led sustainability trainings  SIP Certified - A trusted third-party certification proving your sustainable practices with science-backed standards  Sustainable Ag Expo - Join top experts at the premier winegrowing event of the year  Vineyard Team Membership - Connect with a community advancing sustainable winegrowing 

Selling your accounting firm is a major life transition and that often comes with an emotional tax that proper strategy can mitigate.Lisa Handziak, who covers much of the Northeast and Midwest for Poe Group Advisors, has guided owners through successful exits. She's learned that the sellers who thrive during this transition aren't the ones who avoid emotions; they're the ones who understand how to channel them productively. Take confidentiality, for example. Sellers often feel guilty keeping the sale from their staff, but Lisa reframes it completely: You're not keeping a secret. You're creating stability. When you protect your team from premature anxiety, you're actually protecting them, not betraying them. This episode reveals how the best exits happen: with preparation, clear vision, and a strategic mindset that turns your final tax season into proof of how valuable your firm really is.Key Timestamps:00:00 - Introduction 02:04 - Understanding the emotional journey of selling (and why it's normal) 06:41 - The readiness test: what are you going to do next? 08:19 - How one seller rediscovered what matters after exiting 10:01 - The seller who got re-excited about her firm and built even more value over 3 years 13:27 - The seller who got sick during tax season and proved the firm was buyer-ready 15:16 - "You're not keeping a secret, you're creating stability," the confidentiality reframe 19:25 - The attitude reset that transforms your final tax season 22:38 - How starting earlier eliminates seller regrets 25:08 - Accelerating profitable firms to their goals through strategic planning 28:39 - The inspiring buyer success story: from $1M to a major exit 30:12 - Why strategic buyers protect their investment by waiting to meet staff 33:41 - What happens when transition communication goes wrong (and how to avoid it) 35:39 - Bringing the human element back to M&A 36:22 - Book recommendationsDownload Now: https://poegroupadvisors.com/accounting-practice-academy/increase-letter/Price increases are nothing to fear. The real challenge is effectively informing clients of these changes. Our templates will help you demonstrate your value and help clients understand the increases necessary to keep your firm afloat.*Download now and receive:*- (1) Major Fee Increase Letter Template- (1) 20% Fee Increase Letter Template

Most farming families don't break when things go wrong.They break when pressure becomes the normal state — and nobody notices until the cost shows up years later.In this conversation, Ben sits down with Ali Flynn — therapist, facilitator and high-performance practitioner — to talk about the kind of resilience that actually holds up under real-world pressure. Not the “push harder” version. Not the silent grind. But the type that protects decision-making, relationships, health, and long-term leadership capacity when the stakes are high and the margin for error is thin.This episode speaks directly to families who are carrying responsibility across generations — the ones juggling business complexity, family dynamics, unpredictable seasons, and the constant expectation to stay sharp no matter what's happening in the background. When pressure rises, why do some people stay calm, clear, and connected — while others slowly slip into reaction, withdrawal, or burnout without realising it's happening?Ali brings lived experience, clinical depth, and a grounded understanding of high-performance environments to unpack what's really going on beneath the surface when capable people start making poor decisions, shutting down, or running on empty. The conversation challenges the idea that resilience is just about toughness, and instead points to something far more strategic — and far more sustainable.If you've ever wondered why smart, driven people can still feel overwhelmed…why success sometimes comes with an invisible cost…or how pressure quietly reshapes behaviour inside families and businesses —this is one worth listening to all the way through.----------------------------------------www.morrisseyco.com.au ----------------------------------Katie's communication training program, Grassroots Communication, teaches the exact skills, top families in ag use to increase trust, increase family alignment, and strengthen long-term relationships.If you want to get ahead of the game, head on over to katiegodden.com/grassroots and use the code AGRICOACH for 15% off.-----------------------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/

In this episode of Start With a Win, Adam Contos sits down with John Tarnoff whose career story defies conventional wisdom and challenges everything we think we know about success, failure, and leadership in today's volatile workplace. What unfolds is a candid, thought-provoking conversation about reinvention, identity, and the invisible forces shaping modern careers - from boardrooms to break rooms. With sharp insights, unexpected truths, and moments that may make you rethink how you show up at work, this episode invites you to question old assumptions, confront uncomfortable realities, and imagine a more intentional path forward - both as a leader and as a professional navigating an uncertain future.John Tarnoff is an executive and career transition coach, speaker, and author who helps mid-career professionals build more meaningful, sustainable careers.  After a 35-year career as a film producer, studio executive, and tech entrepreneur—where he was fired 39% of the time—John learned how to turn setbacks into reinvention. At 50, he earned a master's degree in counseling psychology and built a global career coaching practice.John has led career workshops for MBA programs at UCLA Anderson and Cornell's SC Johnson College of Business, and coached leaders at companies including Bank of America, Bridgewater Associates, Levi Strauss, SoftBank, and TD Ameritrade.  He is a TEDx speaker, the author of the bestselling Boomer Reinvention, and the creator of the 3 Elements Careerbuilder Framework.00:00 Intro02:05 I'm not the problem?03:42 This process is outdated, do this instead.06:05 You work for them, they don't work for you!08:36 The more you do this, will build this, because of this!11:01 What are the real responsibilities of a senior leader?13:33 Three Elements Framework.20:31 How to reset?23:01 Closing advice…26:35 Write, write, write!===========================Subscribe and Listen to the Start With a Win Podcast HERE:

Rusty Halvorson and Sarah Heinrich share the week's top stories in agriculture.See omnystudio.com/listener for privacy information.

Send a textWhat does it take to build a business that survives for generations—through wars, wealth cycles, and wild family dynamics?In this rare behind-the-scenes episode, a seasoned founder, investor, and family office insider shares lessons from DuPont, Wawa, and other multigenerational enterprises. You'll hear real-world insights on succession planning, family engagement, locking in ownership, and why cash is not always king when it comes to legacy.If you're building a business you hope your children's children will still care about—or just want to avoid the costly mistakes that fracture family wealth—this conversation will equip and inspire you.https://familyoffices.com/

Katie Laleman with the Henry County Farm Bureau joined Wake Up Tri-Counties to talk about young leaders at the national convention, the succession planning workshop, "Bushels for Hunger," scholarships, and contests.  The Farm Bureau has been bustling with activity, highlighted by recent successes at the American Farm Bureau Federation convention in California, where young local leaders excelled in national competitions. Kate Huffman of Galva made Illinois proud with her strong showing. On the local front, farm families are encouraged to attend a succession planning workshop on February 20th, designed to help with the transition of family farms. Additionally, the Bushels for Hunger initiative continues its impactful run—over $354,000 and 1.77 million meals have been donated to local food banks over 16 years. Information on scholarships and contests is available on the Farm Bureau's website.

What does it mean to inherit one of the most famous family legacies in the world?In this episode of Undercurrent Stories, Bob speaks with Ned Guinness, the current head of the Guinness family, 4th Earl of Iveagh, and author of Guinness: The Family Succession.Drawing on private family archives, Ned reflects on legacy, responsibility, Irish history, philanthropy, and the small decisions that shape generations — revealing the human story behind the Guinness name beyond the brand.Quote“It's the little things that matter in life… the small decisions become big things.”Featured Book

The Booth family's farm is a place where the humble fruits have remarkable potential, and the food waste is actually a land of opportunity.Sandy Booth heads up New Forest Fruit Snacks, a business with family values at its core, and a whole lot of help from the kin within!Join us this week for a look into an innovative, sustainable family farm growing not just the strawberries in their snacks, but the people within the business too…

A once‑in‑a‑generation payout is reshaping the future of Kiwi farming. Host Nigel Grant sits down with ASB General Manager Rural (and Northland farmer) Aidan Gent, to unpack what Fonterra's multi‑billion‑dollar capital return means for farmers, their businesses, and the next generation – from strengthening balance sheets to unlocking opportunities for investment, diversification, and long‑term resilience. Aidan shares insights into the financial decisions farmers are weighing right now, the importance of pairing short‑term gains with long‑term planning, and how this windfall could reshape generational wealth and succession pathways.

"No one's promised tomorrow." Host Laurie Barkman talks with Scott Arden, Chairman of Controllers Ltd and Managing Partner of Generational Wealth Solutions, about the intricacies of financial strategies for business owners. Controllers Limited focuses on advanced strategies for asset protection and generational wealth.  Focusing on growth, succession planning, and the importance of legacy, Scott emphasizes the need for business owners to prepare for transitions, whether through exit strategies or succession planning, and highlights the significance of teaching financial literacy to future generations. The conversation also touches on the psychological aspects of business ownership and the value of experiences over mere accumulation of wealth.   Key Insights Business owners often procrastinate on succession planning due to a false sense of security. Crucial to identify who will run the business in case of an owner's incapacitation. Protecting asset value can be as important as building asset value. Experiences and memories may be more valuable than simply accumulating wealth. Financial literacy is essential for future generations to manage inherited wealth. Engage the next generation in business operations or governance. Chapters 00:00 Introduction to Financial Strategies for Business Owners 02:35 Understanding Business Growth and Exit Strategies 05:28 The Importance of Succession Planning 10:30 Psychology of Business Transition and Legacy 14:34 Rethinking Wealth: Experiences Over Accumulation 17:19 Teaching Financial Literacy to Future Generations   This Show Is Sponsored by The Business Transition Sherpa® Learn what every entrepreneur needs to know about building value and avoiding pitfalls!

Recorded live at the Ag View Solutions Executive Business Conference in Phoenix, Sam sits down for a Dad's Wisdom conversation with Steve Hess, a multi generation farmer from west central Illinois.Steve shares the kind of perspective you only get after decades in ag, including what he would tell his younger self (listen more, talk less), what the 1980s taught him about surviving tough cycles, and why knowing your numbers matters even more when margins are thin.He also explains a powerful family transition framework, the “five year rule” for coming back to the farm, building healthy family governance, and including kids in real financial conversations so the next generation is prepared.This episode is a reminder that the best operators are students of history, disciplined with cash flow, and intentional about family, communication, and long term decision making.

What if the real future-of-work crisis isn't about technology replacing humans—but organizations pushing out workers just when their wisdom is needed most? In this episode, Kate O'Neill and Dan Pontefract explore the urgency of rethinking age in the workplace, longevity, and designing meaningful work for six-decade careers. Topics covered: Age and longevity in the workforce Fluid vs. crystallized intelligence The demographic “age debt” challenge AI and human intelligence collaboration Multidirectional, time-flexible careers Rethinking succession planning and wisdom transfer Designing learning ecosystems Evolution of purpose throughout a career Concrete steps leaders can take to turn age debt into dividends Connect with Dan PontefractWebsiteLinkedInYouTubeInstagramTikTokDan’s new book – “The Future is Grey” Episode Chapters:00:05 Welcome and Introduction00:36 The Real Crisis: Age and Work02:01 Dan's Wake-Up Call: Fired at 5003:39 Longevity vs Organizational Blind Spots06:10 Lessons from Japan: The Age Canary07:14 Chief Longevity Officers: Action or Gray Washing?09:42 Fluid & Crystallized Intelligence in the Age of AI14:10 Rivers, Rocks, and Rubies: Beyond Generational Stereotypes18:09 Building Multi-Directional Careers22:00 “Gray” Means Embracing the In-Between22:44 Succession Planning vs Wisdom Transfer26:46 Learning Ecosystems for All Ages30:06 How Purpose Evolves Over Time33:01 3 Steps for Leaders: Actionable Guidance37:11 How to Use Rivers, Rocks, & Rubies in Practice39:11 Dan's Personal “Gray” Future42:01 What's Next for Dan and Final Thoughts43:26 Closing and Where to Connect

In this compelling episode of Start With a Win, Adam Contos sits down with empathy strategist and bestselling author Maria Ross for a conversation that challenges outdated leadership myths and reframes what it truly means to lead in today's world. With sharp insight, real-world perspective, and an energizing presence, Maria invites listeners into a deeper exploration of how modern leaders earn loyalty, navigate tension, and build organizations people actually want to follow. This episode doesn't preach - it provokes, stretches assumptions, and leaves you leaning in for what comes next.Maria Ross is the founder of Red Slice, helping organizations drive growth through empathy-driven leadership, branding, and culture. For nearly 20 years, she has worked with startups, nonprofits, and enterprise brands - including Splunk, GSK, Salesforce, and LogicGate - to sharpen messaging, elevate brands, and build strong cultures, leading clients to acquisitions and IPOs.A sought-after speaker and the author of The Empathy Edge and The Empathy Dilemma, Maria also hosts The Empathy Edge podcast. Her insights have appeared on MSNBC, NPR, Forbes, and Newsweek. She lives in Northern California with her family and a lively mix of pets - and a deep love for British crime dramas and Jeopardy!00:00 Intro02:25 A two-year old gave her the idea!05:03 What is the definition – for business?08:05 What are the five pillars?11:31 Last pillar is not what you think, keep listening….14:55 Powerful, powerful quote, you may need to rewind and really listen!22:01 This is your competitive edge. 27:37 This is the misunderstanding… 28:20 And here it is!32:20 I don't check emails until I complete this.https://www.red-slice.com/https://red-slice.com/podcast/Book:  https://red-slice.com/the-empathy-dilemma-book/https://www.instagram.com/redslicemaria/?hl=enhttps://www.linkedin.com/in/mariajross/https://www.facebook.com/redslicehttps://www.youtube.com/user/mariajross===========================Subscribe and Listen to the Start With a Win Podcast HERE:

In this episode of Millions Were Made, Jessica Marx and Brooke Dumas explore the critical role of exit strategy, succession planning, and incentive structures in maximizing business valuation and founder wealth.Far too many founders begin thinking about exit planning only when they are exhausted, disengaged, or already in conversations with a broker—resulting in hurried negotiations, lowered valuations, and limited personal financial outcomes.Jessica and Brooke outline a proactive approach designed to help founders prepare three to five years ahead of exit, strengthen operational infrastructure, and ensure the business can transfer value beyond the founder.They discuss:Why 99% of founders don't have an exit plan—and the risks that createsThe three primary outcomes for every business: shutdown, acquisition, or successionWhy broker valuations often overestimate value and how due diligence reshapes the numberHow operational, financial, and legal gaps erode business value during negotiationsThe link between founder dependency, scalability, and marketabilityHow small operational shifts can lead to significant increases in profitability and valuationWhy many acquisitions leave founders with minimal financial gainStructuring leadership roles—especially COO and CFO—to manage a future due diligence processWho should be part of exit planning—and why this information should not be disclosed to most employeesHow to maintain strategic momentum during an exit process to preserve leverageJessica emphasizes the importance of preparing for exit long before a transition is imminent. By doing so, founders gain optionality, negotiation strength, and the ability to exit on their preferred terms.If you are committed to building a business that creates wealth, impact, and long-term opportunity—this episode provides a strategic roadmap for preparing your company for a successful transfer of ownership.Mini-timeline00:00–00:52 — Why the Business Performance Audit was developed00:53–02:42 — Lack of exit plans among founders and associated risks02:43–04:23 — The three potential endpoints of a business04:24–05:24 — Why initial valuations are often inflated05:25–08:01 — The due diligence process and common pitfalls08:02–09:52 — Common outcomes of small business acquisitions09:53–11:25 — Defining peak performance and identifying profitability leaks11:26–12:51 — Legal and IP gaps that undermine valuation

In this episode of the 95 Podcast, Dale Sellers welcomes back his friend Karl Vaters for their fifth or sixth conversation together. Recording in early 2026, they dive deep into the critical topics of pastoral succession, retirement transitions, and the future of small church ministry. Karl shares insights from his recent seven-week world tour, including stops in Malaysia, Switzerland, Germany, Austria, and West Virginia, where he ministered to small church pastors facing diverse cultural challenges. The conversation explores why so many pastoral transitions fail, how to avoid the "narrative void" of retirement, and why discipleship is the answer to nearly every church challenge. With tens of thousands of pastors approaching retirement in the next decade and a shrinking pipeline of new leaders, this timely discussion offers practical wisdom for navigating one of the church's most pressing issues.Show Notes: https://95network.org/pastoral-succession-planning-why-pastors-struggle-to-let-go-w-karl-vaders-episode-323/Support the show

SummaryIn this episode of The Uncertainty E.D.G.E. podcast, Sam Sivarajan interviews Andrew Mirolli, co-founder of BuyAUM, about the unique challenges and solutions in succession planning for smaller advisory practices. Andrew shares insights on the current landscape of financial advisory succession, the importance of understanding market demand, and the innovative vision casting process that BuyAUM employs to help advisors transition their practices smoothly. The conversation also touches on the potential conflicts of interest in the advisory business model and offers actionable advice for advisors preparing for a successful transition.TakeawaysThere is a significant gap in succession planning for smaller advisory practices.Many advisors lack viable succession options, leading to potential business disruption.The vision casting process involves understanding the seller's true value and legacy.BuyAUM focuses on a relationship-first approach to match buyers and sellers.Sellers often regret their decision to sell due to lack of planning for life after selling.The market for smaller practices is growing, but many advisors are unaware of their value.Advisors should normalize their fees to industry standards to improve practice valuation.Building relationships with the next generation of clients is crucial for retention.The discovery process is key to understanding what sellers truly want in a transition.Authentic service and transparency are vital in navigating potential conflicts of interest.Sound bites"There's a better way to do this.""70% of sellers regret selling.""It's all about a perfect match."Chapters00:00 Introduction to Succession Planning for Advisors03:54 The Landscape of Financial Advisory Succession09:59 Understanding Market Dynamics for Smaller Practices13:48 The Vision Casting Process Explained19:43 Navigating Trade-offs in Succession Planning25:43 The Art of Tailored Introductions29:02 Navigating Buyer-Seller Dynamics32:12 Maintaining Balance in Relationships33:21 Conflict of Interest and Authentic Service38:54 Preparing for a Successful Transition43:53 Lessons in Entrepreneurship and LifeKeywordssuccession planning, financial advisors, advisory practices, market demand, vision casting, transition planning, exit strategy, buyer-seller relationship, advisory business model, retirement planning

In the latest episode of Public Power Now, Tom Dankert, General Manager of Austin, Minnesota-based Austin Utilities, discusses how the utility is proactively addressing succession planning and details how the utility benefits from being a member of the Southern Minnesota Municipal Power Agency.

Nearly six out of ten small businesses fail during ownership transitions—not because they were struggling, but because owners made preventable planning mistakes. From waiting too long to keeping plans secret, these errors destroy years of hard work in moments.Learn more: https://www.estates-utah.com/ Curry Andrews Consulting City: South Jordan Address: 10808 South River Front Parkway Website: https://www.estates-utah.com/ Phone: +1-801-960-3830

In this bonus of Meet the Farmers: The Big Debate, host Ally Hunter Blair puts listeners' questions to legal experts Chris Coupland and Annabelle Rout from Birketts LLP to discuss critical topics surrounding inheritance tax, succession planning, and land sales. The conversation emphasizes the importance of wills, lasting powers of attorney, and trusts, while also addressing the complexities of fair inheritance among family members. They provide insights into the impact of development on agricultural land value and the challenges of land valuation in the context of inheritance tax. Throughout the discussion, the significance of communication within families is highlighted as a key factor in successful succession planning. 

What began as a temporary move to "help dad out" during a global crisis quickly evolved into a high-stakes mission to reinvent women's health.Lucy Hope's family journey is rooted in a century-old story, sparked by the loss of her great-grandfather in the 1919 flu pandemic.She's been a huge part in the story of Virustatic for years, and is now branching into her own field, founding The Daughters of Mars.Join us to explore how Lucy is pioneering her family's scientific research for a new age, the emotional reality of your parents' legacy, and what it's like to go solo from your family's firm!

In this compelling episode of the 95 Podcast, Dale Sellers sits down with Amy Anderson of The Unstuck Group to discuss critical topics facing church leaders today. Fresh from leading The Unstuck Group through the unexpected loss of founder Tony Morgan, Amy shares profound insights on succession planning, navigating grief while leading, and the importance of knowing when to pass the torch. The conversation explores the church life cycle, metrics that matter for sustained health, and the exciting resurgence of spiritually hungry young adults returning to church. Amy offers practical wisdom on how pastors can focus on what only they can do, build leadership benches, and position their churches to reach the next generation effectively.Show Notes: https://95network.org/95podcast-322-summary-succession-planning-church-health-leading-through-transition-reaching-the-next-generation-w-amy-anderson-episode-322/Key Points In BriefAmy's Journey: 35 years of marriage, three grown kids, six grandchildren on the way; started in corporate (3M, Amation), transitioned to church ministry for 12-13 years, now 11 years with The Unstuck Group working with 250+ churchesCore vs. Defend vs. Discuss Beliefs: Churches share common core beliefs worth dying for; defend beliefs (like women in leadership, Calvinism vs. Arminianism) we'll defend but shouldn't let divide; discuss beliefs (age of earth) are open conversationsLeading Through Loss: After Tony Morgan's sudden death in fall 2024, Amy led The Unstuck Group through grief while experiencing their biggest year of service; team-based leadership and lack of weekly "52 events" helped manage the weightSuccession Planning Essentials: Best time to plan is during the high point, not the decline; requires 2-3 year transition across three lanes—teaching/preaching, board leadership, and staff leadership; pastors often stay too longChurch Life Cycle Reality: Every church goes through a life cycle; the key is recognizing where you are and reinventing at sustained health to avoid decline; metrics tell the story before attendance and finances show problemsMaintenance Phase Warning: When you're more worried about keeping people happy than moving mission forward, you're in maintenance; false happiness comes from good attendance/finances while momentum is actually slippingLead Indicators to Watch: Percentage of people serving, new people in database, kids check-ins, and baptisms—these decline before overall attendance, giving early warning signsFuture Pastor Shortage: Over 100,000 pastors expected to transition in next 10 years; seminaries aren't producing enough replacements; churches must build leadership benches and create residency programs to raise up future leadersWhat Lead Pastors Must Do: Cast vision, be spiritual leader/teacher, champion where church is going—but don't have to do everything; surround with team that complements weaknessesTwo Essential Strategies: (1) Effective weekend service reaching new people—the primary entry point; (2) Clear discipleship pathway with simple steps: serving (spiritual gifts), community (finding 3 friends), generosityExciting Trend: Spiritual temperature is rising; Gen Z and 28-40 year olds (with and without kids) are finding their way to church, spiritually hungry—not returners but new seekers trying out faithHope for the Future: While some churches will close (the "clubs" not on mission), there's a strong army of mission-focused churches making tough decisions, refining strategies, and Support the show

This episode of Start With a Win is a no-nonsense wake-up call for leaders who refuse to drift into the future unprepared. Adam frames a bold close to 2025 and a decisive launch into 2026, he blends hard data, lived experience, and unfiltered conviction to challenge how leadership is actually practiced when the pressure is real. It's not motivational fluff or distant theory - it's a sharp, energizing look at what separates those who gain momentum from those who get left behind. If you're ready for a candid, high-octane perspective that will make you reassess how you lead, work, and show up when it counts, this is an episode you'll want to hear all the way through and even need to re-watch!⚡️FREE RESOURCE:

The AG Show dives into how red meat and dairy are being pushed in the Let's Eat Balanced campaign - and we take a closer look at whether all that marketing magic could actually give milk prices a boost.We're also asking one of farming's biggest questions: how on earth do you pass a farm on to the next generation? This episode kicks off the first of our two‑parter on the sometimes‑messy, always‑important world of succession planning.And finally… tissues at the ready. As we say goodbye to presenter Tom, we send him off with a proper brain‑bender: cattle genetics. Naturally, he's calling in the F.I.E.L.D. Agents for backup — because let's be honest, even the acronyms need decoding.SOME USEFUL BITSLet's Eat Balanced marks five years of success supporting British farming | AHDBSuccession planning | AHDBEBVs and indexes for suckler herds | AHDBEnviroBeef | AHDBGET IN TOUCHCharlotte and Hannah would love to hear what you think! Got feedback, stories, or ideas for future episodes? Drop them a message at agshow@ahdb.org.uk.Sign up to the AHDB Preference Centre so that you can:Easily update your preferences and contact informationGet information on the latest AHDB events, webinars, market insights and moreReceive important updates such as disease alerts

In this episode of the Lume Plotters, hosts Ralf and Marton reflect on the evolution of their podcast and delve into the complexities of succession planning in the watch industry. They discuss the importance of brand identity, particularly when a founder retires, and how this impacts the future of luxury watch brands. The episode features an insightful interview with Robert Bailey from Laurent Ferrier, exploring the brand's legacy and future direction. The hosts also share personal anecdotes about their watch collections, highlighting the emotional connection and challenges of being a watch enthusiast.Timestamps:00:00 Welcome to the Lume Plotters14:36 The Challenge of Succession in Watch Brands19:33 The Evolution of Watch Brands24:38 Succession Planning in Watchmaking32:40 Brand Identity and Leadership Changes39:03 The Future of Laurent Ferrier42:17 Interview with Robert BaileyGive us a follow, and feel free to reach out to us on Instagram: @lumeplottersOr… leave us an audio comment using the link below, and we may just play it in an upcoming episode: https://www.speakpipe.com/lumeplotters

In this episode, Ray Sclafani dives into the concept of transfers of trust and how advisory firms can design client confidence beyond a single advisor. As firms scale, trust often remains concentrated around the founder or lead advisor, creating fragility and limiting growth. Ray explains how high-performing teams transition to shared advisory models, where multiple advisors and specialists collectively deliver advice, creating enduring client confidence, stability, and enterprise value.You'll learn practical strategies to expand trust externally to clients, introduce advisors effectively, and build a team-centered approach that strengthens relationships and supports long-term growth.Key Takeaways Trust often concentrates around one advisor, which can make growth fragile.External transfers of trust occur when clients expand confidence from one advisor to the broader team.Internal transfers of trust involve founders delegating authority, credibility, and leadership to the next generation.Shared advisory models create client experiences that feel stable and enduring, rather than dependent on one person.Designing trust intentionally improves client retention, referrals, and long-term firm stability.Questions Financial Advisors Often AskQ: What is a transfer of trust? A: Transfers of trust describe the process of moving client confidence from a single advisor to the broader advisory team. It ensures the client experiences multiple advisors as capable, credible, and worthy of trust.Q: Why is it important to transfer trust beyond the lead advisor? A: When trust is concentrated with one person, the firm is vulnerable. Expanding trust to the team creates stability, scale, and endurance, ensuring clients continue to feel supported even if the lead advisor is unavailable.Q: How do high-performing advisory teams expand trust? A: They operate as interdependent ensembles, with distinct roles such as lead advisor, planning specialist, investment partner, and relationship manager. Each advisor contributes advice and expertise, allowing clients to experience the team's credibility collectively.Q: How can advisors identify which clients need more exposure to the team? A: Advisors can categorize clients into advocates, engaged clients, and at-risk clients. Advocates can help reinforce the team's credibility, engaged clients adapt naturally to new advisors, and at-risk clients may need more time and attention for trust to expand.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.

The founder of one of the fastest-growing private companies in Washington shares her story of how she created this audio visual production company in her garage, her worst event horror story, and how she thought about succession planning as she sold her company last year. Niki McKay has over 20 years experience running large scale events around the world including clients like Macklemore, Alaska Airlines, and more. In this episode Rachel and Niki also discuss the price gouging happening in the industry due to a monopoly, and what needs to be done about it.All of this and your top local business news stories!Top Stories:1. Inside the audio visual production industry2. Publisher of Seattle Times passes the torch to his son3. Seattle Ferries: wi-fi coming, new ferries, and ferries for sale!4. Ross is closing its downtown locationAbout guest Niki McKay - Founder & former CEO of Blue Danube Productions:Niki started her company in 2007 in her garage. She has successfully ran Blue Danube Productions until she sold it late last year. Blue Danube was recognized as the #1 fastest-growing woman-owned companies in the state in 2023 and again this year. It was also ranked ranked the second fastest-growing private company in the state by the Puget Sound Business Journal in 2023.About host Rachel Horgan:Rachel is an independent event producer, emcee and entrepreneur. She worked for the Business Journal for 5 years as their Director of Events interviewing business leaders on stage before launching the weekly podcast. She earned her communication degree from the University of San Diego.Contact:Email: info@theweeklyseattle.comInstagram: @theweeklyseattleWebsite: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.theweeklyseattle.com

As AI accelerates across recruiting, the firms pulling ahead aren't chasing tools—they're doubling down on relationships. In this Industry Spotlight, Kortney Harmon sits down with Tom Wilson, Partner at Buffkin/Baker, to unpack what actually keeps recruiting leaders relevant as automation, speed, and expectations continue to rise.The conversation explores how client and candidate expectations have shifted across industries, where AI creates real leverage, and why human judgment, context, and trust remain irreplaceable. Rather than focusing on tactics, Tom offers a leadership perspective on building relevance, consistency, and long-term value in a rapidly changing talent market.Key insights you can't miss: • Why relationships—not speed or tools—remain the real competitive advantage • How recruiting strategies must adapt across industries and market cycles • Where AI adds efficiency and where human judgment still matters most • What advisory-led recruiting looks like in a changing talent economy______________________Follow Tom Wilson on LinkedIn: LinkedIn | Tom WilsonFollow Crelate on LinkedIn: CrelateWant to learn more about Crelate? Book a demo hereSubscribe to our newsletter: https://www.crelate.com/blog/full-desk-experience

Tyson Ray is the CEO and Founding Partner of FORM Wealth Advisors, an independent practice with a holistic, relationship-based approach to financial planning. We sat down with Tyson to tap into his expertise in exit and succession planning for advisors, and discuss his forthcoming book, Total Succession: 5 Steps for Financial Advisors to Exit Confidently, Be Fully Compensated, and Keep Clients' Interests First.

When a longtime CEO steps down, it's not just a change in leadership—it's a shift in the organization's heartbeat. After 40 years of service, Williams faced exactly that moment: a legacy to honor, a culture to protect, and a future to build. But how do you preserve stability while ushering in transformation? In this episode, Debbie Pickle, Senior Vice President and Chief Human Resource Officer at Williams, talks about orchestrating a seamless CEO succession  after long tenures and the CHRO's pivotal role in managing the culture, priorities, and structure during these executive transitions. She walks through creating a CEO Resource Guide, using tools like Hogan Assessments, 360 feedback, and development plans to prepare candidates, and crafting a thoughtful 30–60–90-day plan for the incoming CEO. Debbie also shares how Williams redefined its core values and replaced its mission and vision with a purpose statement, all while aligning the board of directors through strong governance principles like "noses in, fingers out." CHROs will learn all tips into managing leadership transitions through feedback loop, the importance of continuous learning during change, and how to become a true strategic partner and CEO whisperer in the organization. You'll learn how to guide your company through its next defining leadership chapter and balance what's changing vs. what's staying the same.   ---------- Start your day with the world's top leaders by joining thousands of others at Great Leadership on Substack. Just enter your email: ⁠⁠https://greatleadership.substack.com/ Future-ready organizations are built, not hoped for. My latest book, -The 8 Laws of Employee Experience shows how. Preorder here: 8EXlaws.com

Trey Morgan and Derek Copeland of Sentinel Grove Partners pull back the curtain on the high-stakes world of restaurant real estate and private equity. The trio explores the critical importance of the landlord-tenant relationship, viewing it as a long-term partnership rather than a mere transaction, and discusses the shift toward a "landlord's market" in high-growth regions like the Sunbelt. Beyond the numbers, Trey and Derek emphasize that successful investing is about "betting the jockey, not the horse," highlighting how exceptional leadership, staff retention, and clear succession planning are the true indicators of a concept's longevity in an unpredictable economy.10 Key Takeaways Interview Your Landlord: A lease is only as good as the people behind it. Talk to existing tenants to see how the landlord handles crises before signing. Bet the Jockey, Not the Horse: A great concept (the horse) will fail with a poor operator, but a great operator (the jockey) can pivot and save a concept during a "black swan" event like COVID-19. The "Disproportionate" Equity Model: A popular funding structure involves paying investors back 100% of their capital first; once de-risked, the profit split shifts in favor of the operator. Staff Longevity as a Metric: High retention (e.g., staff staying 20+ years) is the ultimate green flag for investors, signaling a healthy culture and operational stability. The "Landlord's Market": In high-growth areas like the Southeast, low vacancy and high demand mean rents are spiking, requiring operators to be faster and more prepared during negotiations. Banking is still Face-to-Face: Despite digital trends, walking into a branch and looking a lender in the eye is still the best way to secure capital for a restaurant. The Rule of Three Banks: Operators should maintain 2–3 banking relationships, as individual banks may lose their "appetite" for the restaurant sector depending on the economic cycle. Inflation Beyond Rent: It's not just the base rent; skyrocketing "Triple Net" (NNN) costs—taxes, insurance, and maintenance—are the biggest current headwinds for operators. Succession Planning is Mandatory: Investors need to know what happens if the founder "gets hit by a bus." A business that can't run without its owner is a risky investment. Tenant Mix Matters: Successful real estate development requires a balance; too many restaurants in one center creates parking "cannibalization," hurting everyone's sales.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Cheryl McKissack Daniel. Topic: Legacy, resilience, and entrepreneurship of the McKissack family, as detailed in the book The Black Family Who Built America. Cheryl shares the powerful story of her family's 230-year legacy in architecture and construction, making McKissack & McKissack the oldest minority woman-owned professional design and construction firm in the U.S. The conversation explores themes of generational resilience, Black excellence, business strategy, and personal growth.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Cheryl McKissack Daniel. Topic: Legacy, resilience, and entrepreneurship of the McKissack family, as detailed in the book The Black Family Who Built America. Cheryl shares the powerful story of her family's 230-year legacy in architecture and construction, making McKissack & McKissack the oldest minority woman-owned professional design and construction firm in the U.S. The conversation explores themes of generational resilience, Black excellence, business strategy, and personal growth.