Podcasts about Succession planning

Running a business isn't just about strategy — it's about resilience, purpose, and having a strong enough why to carry you through the hard seasons. In this episode of Growth Amplifiers, Kenny reconnects with Kimberly Erick, founder of Home Time Business Services, for a powerful and personal conversation about entrepreneurship, faith, setbacks, and building a business that truly supports your life — not consumes it. Kimberly opens up about major life and business transitions, including relocating her company, selling a trucking business, navigating tax season with a virtual team, and losing her mother — all while continuing to serve her clients. Together, they unpack what it really takes to stay fueled as an entrepreneur when life doesn't go according to plan. This episode is especially relevant for small business owners, independent contractors, and entrepreneurs who want to build a sustainable business, reduce unnecessary tax burdens, and align their work with a higher purpose.

In this audio recording of the webinar recording, Corinne Staves (Partner at CM Murray LLP), David Shufflebotham (Founder at PepUp Consulting) and Zulon Begum (Partner at CM Murray LLP) join webinar chair ​Rob Millard PhD (Director at Cambridge Strategy Group) to discuss how AI is redefining partner roles and governance models and how it demands new approaches to talent development, retention and succession. In particular, the panel discuss: AI's Impact on Legal Careers: How is AI changing workflows and career paths for legal professionals at all levels?   Skills for the Future: Are your teams developing the emotional intelligence, adaptability, digital literacy, entrepreneurial thinking and evaluative judgement needed to succeed?   Training and Leadership: Is your firm's approach to training and mentorship keeping pace with rapid technological change?   Succession Planning Pressures: Firms must maintain strong talent pipelines and adapt culturally as AI, private equity and partner mobility reshape the landscape.   Evolving Partnership Structures: The fixed share and equity partnership landscape is shifting, requiring new strategies for performance, evaluation and recruitment.  PE investment is also a key driver for the adoption of technological solutions.   Regulatory and Ethical Challenges: Are you addressing bias in AI-driven decisions and ensuring client service, confidentiality and fair recruitment and promotion? Are regulators ensuring regulation keeps pace with technological advancements?   Retirement and Partner Exits: AI is influencing attitudes towards retirement; how proactive is your firm in assessing valuable partner performance/contribution in an evolving market and supporting transitions and succession?   Strategic Agility: Law firms need to be forward-looking and agile, investing in continuous development of people and processes to thrive in a changing market.

CEO turnover is accelerating—so how are boards, leaders, and search firms adapting while maintaining the judgment that high-stakes decisions demand? In this Industry Spotlight, host Kortney Harmon sits down with Lynne Murphy-Rivera, Managing Director of the Americas at AESC, to unpack how AI, demographic shifts, and rising performance expectations are reshaping the future of executive search. Lynne shares on-the-ground insights from global member firms, revealing how today's volatility is redefining leadership, governance, and the work of retained search.Key insights you can't miss:• Why CEO transitions are at an all-time high—and why boards expect results faster• How AI is transforming research, oversight, and the need for clearer judgment• What a five-generation workforce means for leadership pipelines and succession• How “chaos moments” at the top create strategic opportunities for retained search firmsThis episode shows how executive search can lead through uncertainty by combining AI-driven efficiency with the human judgment that defines great leadership advisory. Tune in and discover how executive search is not just keeping pace with change, but helping shape the future of strategic leadership.________________Follow Lynne M LinkedIn: LinkedIn: LynneAESC Website: https://www.aesc.org/Follow Crelate on LinkedIn: CrelateWant to learn more about Crelate? Book a demo hereSubscribe to our newsletter: The Full Desk Experience

What happens when entrepreneurial success results in a web of investments, assets, and stories that grew too complex for any one person to manage? This episode of The Angel Next Door Podcast dives into the often-overlooked challenges of building and preserving a family legacy while maintaining clarity and order for generations to come.Our guest, Josh Kanter, brings firsthand experience from growing up as the son of a legendary tax lawyer and later managing his family's highly intricate financial affairs. His journey through the legal, venture, and family office worlds inspired him to create Leaf Planner—a tool designed to help families and entrepreneurs untangle their personal and financial complexities.Listeners will gain a high-level playbook for managing investments, capturing important family stories, and laying the groundwork for true multi-generational success. Josh Kanter and Marcia Dawood offer practical steps and compelling anecdotes, making this a must-listen for anyone looking to streamline their legacy and protect what really matters. To get the latest from Josh Kanter, you can follow him below!https://www.linkedin.com/in/joshua-kanter/https://leafplanner.com Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comDo Good While Doing WellLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/Pinterest: https://www.pinterest.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

What if the real threat to your family business isn't drought, interest rates, or commodity prices — but entitlement creeping into the next generation?In this Mini Episode, Ben Law — The Financial Bloke — takes aim at the behaviour that quietly rots family businesses from the inside. Entitlement isn't random, and it's not “just their personality”. Most of the time, we create it at home without realising: standards slip, excuses get tolerated, and kids get rescued instead of raised.Ben lays out the uncomfortable truth: rules, punishments and guilt don't fix entitlement. They fuel it. The only antidote that works — every time — is earned pride. The deep pride that comes from sacrifice, contribution and understanding the cost of what the family has built.If you care about raising capable young adults who can lead the family business into the future — not inherit it with a sense of entitlement — this episode gives you the thinking and the language to make that happen. Hear how professionalism, responsibility and connection to the family story shape the next generation not just to “take over”, but to deserve their place at the table.-----------------------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/

Elite Broker Katrina Rowlands was among the first generation of mortgage brokers and has gone to win countless awards for her and her team. But what's next? In this special return episode of Elite Broker, Annie Kane catches up with Rowlands – AFG's first Hall of Fame recipient and a mentor and champion of the broking industry – to unpack her three decades in the industry, why she started up a female broker scholarship program, and how she's running her successful Wollongong-based brokerage with her daughter. Tune in to find out: Why she set up a women's broking scholarship (now called Women on the Move). The ins and outs of succession planning with a family member. Her top tips for aspirational mentors. And much more!

⁠⁠Erin Brown⁠⁠ and Emma Woolley discuss the role of the family office in succession planning, including trends in family governance, how families can prevent future conflict and why documenting values and preparing the next generation is key to preserving wealth and purpose across generations.

In this episode of Alliance Insights, Tyler Jensen, President of Top Performance Group, breaks down the powerful ways business owners can use life insurance to protect their companies, employees, and long-term legacy. From key person insurance and buy-sell agreements to cash value accumulation, loan collateralization, and executive bonus plans, Tyler explains how life insurance becomes a strategic financial tool, not just personal protection. Through real-world stories and step-by-step examples, you'll learn how life insurance supports business continuity, safeguards revenue, funds succession plans, retains top talent, and strengthens financial stability. Whether you advise business owners or run a company yourself, this session gives you the clarity and confidence to use life insurance as a powerful planning resource. Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advantage at every career stage, positioning our participants and their clients for confidence and success.

This episode features a rare and powerful perspective: what it takes to lead one of agriculture's most respected family-owned companies — when you're not part of the family name.We sit down with Tom Mangan, Sukup Manufacturing's incoming CEO and the first non-family executive to hold the role in the company's history. Tom's background spans Fareway Stores, Endicott Clay Products, Deloitte Tax, and, since 2020, serving as Sukup's CFO. Beginning in October 2025, he'll step into the CEO role with Hank Norem transitioning back into the CFO seat to support the change.Tom shares his journey from Iowa State accounting major and CPA to guiding one of ag's most innovative, global, family-rooted brands. We explore the challenges and advantages of stepping into leadership in a multi-generational family company — from building trust, honoring legacy, and collaborating with family stakeholders to introducing new systems, tech, and approaches.Listeners will gain insight into how non-family leaders can thrive in family-owned operations, how to create alignment across teams, and how to balance culture, performance, and long-term vision. Tom breaks down his collaborative leadership philosophy, the lessons he's learned, and the strategies he believes matter for both large manufacturers and family farms alike. Want Farm4Profit Merch? Custom order your favorite items today!https://farmfocused.com/farm-4profit/ Don't forget to like the podcast on all platforms and leave a review where ever you listen! Website: www.Farm4Profit.comShareable episode link: https://intro-to-farm4profit.simplecast.comEmail address: Farm4profitllc@gmail.comCall/Text: 515.207.9640Subscribe to YouTube: https://www.youtube.com/channel/UCSR8c1BrCjNDDI_Acku5XqwFollow us on TikTok: https://www.tiktok.com/@farm4profitllc Connect with us on Facebook: https://www.facebook.com/Farm4ProfitLLC/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Message us!Join Whitley Penn's healthcare leaders as they recap key takeaways from our recent Dallas Healthcare Conference. In this episode, we dive into the biggest challenges facing the industry, workforce shortages, AI adoption and security, compliance crackdowns, and succession planning for private practices. Learn how these trends will shape healthcare in 2026 and what you can do to stay ahead. Read Jolee's white paper now: https://www.whitleypenn.com/healthcare-fraud-takedown-2025-gated/Highlighted Topics: - Key insights from panels on revenue cycle management, compliance, and leadership trends- Top Industry Challenges for 2026- Compliance & AI ImpactFill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!

RoofersCoffeeShop is hosting an essential Affinity Webinar featuring industry expert John Kenney of Cotney Consulting Group in a candid discussion on succession planning for roofing companies. Hosted by Heidi J. Ellsworth and Megan Ellsworth, this session will guide contractors through the process of preparing for leadership transitions, whether passing the business to family, selling to key employees or merging with another company. Attendees will learn key steps to protect their legacy while also securing a successful future for their employees in a business that thrives long after current ownership steps away.    Learn more at RoofersCoffeeShop.com!  https://www.rooferscoffeeshop.com/     Are you a contractor looking for resources? Become an R-Club Member today! https://www.rooferscoffeeshop.com/rcs-club-sign-up     Sign up for the Week in Roofing!  https://www.rooferscoffeeshop.com/sign-up     Follow Us!   https://www.facebook.com/rooferscoffeeshop/   https://www.linkedin.com/company/rooferscoffeeshop-com   https://x.com/RoofCoffeeShop   https://www.instagram.com/rooferscoffeeshop/   https://www.youtube.com/channel/UCAQTC5U3FL9M-_wcRiEEyvw   https://www.pinterest.com/rcscom/   https://www.tiktok.com/@rooferscoffeeshop   https://www.rooferscoffeeshop.com/rss     #CotneyConsultingGroup #RoofersCoffeeShop #MetalCoffeeShop #AskARoofer #CoatingsCoffeeShop #RoofingProfessionals #RoofingContractors #RoofingIndustry 

The UK's Autumn Budget 2025 has finally put an end to months of speculation. What are the major announcements that will impact businesses? In our latest podcast, join Stuart Mullins, Corporate Partner at Clarkslegal, and Nicky Goringe Larkin, Founder of Goringe Accountants and Co-Founder of Succession Planning, as they delve into the key updates from the Chancellor's announcement, with a focus on what matters most for businesses looking to buy and sell.Key Highlights:Unchanged policies:The VAT threshold remains unchanged.No NI changes for limited liability partnerships (LLPs).No changes to BADR allowances.Significant changes to businesses looking to buy or sell: Tax changes to acquisition through employee ownership trusts (EOT's)Increased thresholds for Enterprise Management Incentives (EMI).If you'd like to discuss any of the topics covered in this episode, please contact Stuart Mullins or Nicky Goringe Larkin who would be happy to help.

What if the biggest risk to your family farm isn't drought, interest rates, or commodity prices— but you running yourself into the ground?In this episode of The Agricoach Wealth & Wisdom Podcast, Ben sits down with executive coach Tanya Atkinson, who works with leaders and farming families across Australia on growth, transition and burnout. Together they unpack a hard truth most high-performing families quietly brush aside: burnout is everywhere in agriculture, and it's often the most driven, reliable people who are closest to the edge.Tanya pulls back the curtain on what burnout really is and why it's not the same as just being busy or stressed. She and Ben talk through how it shows up on family farms—loss of interest in things you used to love, brain fog, snapping at the people closest to you, or feeling permanently “tired but wired” even when you finally get a day off. They look at how this plays out in succession, when decades of striving crash into unspoken expectations, conflict and broken trust.You'll hear Ben share the health scare and near-miss that forced him to reassess everything, plus the brutal stories and beliefs many rural people carry about work, worth and “toughing it out”. Tanya lays out practical, realistic guardrails for busy farming families: simple, workable ways to reset your nervous system, protect your relationships, and still get the job done without torching yourself in the process.If you're building serious wealth, growing the business and trying to set up the next generation, this conversation will help you ask a bigger question: what's the point of all this success if your health, marriage, or family unity don't make it across the line with you?--------------------------------------------------------If you're the kind of family that leads from the front, not waits for a crisis, the 2026 Roadmap Workshops are for you. Seats open to the waitlist first. Join at: agricoach.com.au/takeaction -----------------------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/

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.

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.

When they're not changing lives in their hair clinic, Dr Matee and Dr Kaleem Rajput are changing lives by going out into the community, where it REALLY matters.Family legacy and compassion guide every decision, and as Matee will tell you, that's all you need to make a success of any industry you enter.These two brothers carry forward their parents' philanthropic spirit, blending their medical expertise and a shared sense of purpose to make a tangible difference both at home and around the world.Join us as we explore what makes the Samr Trust so special, and why giving back is a non-negotiable for this humble, philanthropic family.

In this episode, Ray explores one of the most overlooked leadership disciplines in advisory firms: off-boarding with intention, respect, and alignment. While most teams invest heavily in creating world-class onboarding experiences, few bring the same rigor to the moment when a team member exits. Ray shares why offboarding is not about correcting failure—it's about stewardship. When leaders navigate departures with clarity, dignity, and structure, they strengthen the culture, protect client relationships, and create space for the team to evolve.Through a candid example from his own team, Ray demonstrates how mutual clarity, co-creation, and a disciplined framework can turn a transition into an empowering moment for both the departing individual and the organization. He also walks through a seven-part offboarding framework inspired by SHRM best practices and years of coaching elite advisory firms, offering a practical blueprint firms can use to elevate their own internal processes.Ray closes with coaching questions leaders can use to refine hiring, strengthen feedback loops, and ensure that offboarding reinforces, not erodes, the culture they've worked hard to build.Key TakeawaysOffboarding is about stewardship, respect, and protecting your culture.Fit and alignment matter as much as skills.Clear, honest communication prevents surprises during transitions.Use a structured offboarding framework to stay consistent and professional.How you handle goodbyes shapes your culture just as much as onboarding.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.

⁠Erin Brown⁠ and Jacqui Barrett discuss the transition of directly held businesses and why it is vital to plan for the transition of your business, whether to ensure a smooth transfer of wealth and control to the next generation or to avoid an unexpected business partner in case of an unplanned death or total and permanent disability. Putting in place planning tools, such as buy sell deeds and shareholder agreements can help ensure continuity and stability.

On this podcast we cover the recent challenges by young Democrats to incumbents in "safe" blue seats. Are Dems failing at passing the torch? Are we failing at providing support for young people post-covid? Are we forgetting the lessons of World AIDs Day and more. LaMikia Castillo is a professor, activist, a mama and the founder and principal of Castillo & Assoc.https://www.instagram.com/lamikiacastillo/ https://www.instagram.com/diprimaradio/

More young Australians are choosing to buy “boring” small businesses instead of investing in property. In this episode we look at a young couple who bought a 29-year-old fabrication business and turned it into a highly profitable asset, and we break down how profit, valuation multiples, succession gaps and efficiency improvements can create serious wealth for the right buyer.On this episode, we discuss:(00:00) Intro(01:07) Why Young Australians Are Buying Businesses Instead Of Property(01:25) The Rise Of “Boring Businesses” And Why They're So Profitable(03:05) How A $2.5M Fabrication Business Generates $500K Profit(06:44) Baby Boomers Retiring & The Small Business Opportunity(08:34) Small Business vs Salary Jobs: Which Builds Wealth Faster?(10:18) How Small Business Valuations & Multiples Actually Work(13:44) Using AI & Automation To Improve Old-School Businesses(14:28) How A $1.5M Business Becomes A $5M Asset(21:31) How To Find, Assess & Fund A Small Business In AustraliaCheck out the free resources from Inovayt here.Send us an email: hello@thenumbersgamepodcast.com.auThe Numbers Game is brought to you by Future Advisory & Inovayt.Hosts:Nick ReillyJason RobinsonMartin VidakovicThis 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.

In this episode of The Steward Chair, Christy Kovac, President and CEO of Sheridan Construction, shares her journey of intentional, purpose-driven leadership, exploring how stewardship, employee ownership, and community impact drive meaningful, long-term success. We discuss the importance of intentional succession planning, celebrating employee contributions to strengthen engagement, and building trust with clients to support lasting relationships—providing actionable takeaways for leaders committed to stewardship, integrity, and creating a thriving legacy. Stay tuned to Key Takeaways The importance of intentional succession planning to ensure long-term organizational success. How celebrating employee contributions and fostering ownership strengthens engagement and culture. Why building trust and prioritizing community impact creates lasting relationships and a meaningful legacy. Resources Mentioned Visit https://www.sheridanconstruction.com/ Follow Shane on LinkedIn at https://www.linkedin.com/in/christy-kovac-ab801411/ Follow Jackson Healthcare on social media at: LinkedIn: https://www.linkedin.com/company/sheridanconstruction/ Twitter / X: https://x.com/SheridanCo1947 Instagram: https://www.instagram.com/sheridanco1947/ Join the ConversationThe Steward Chair is about equipping and inspiring business leaders to build organizations that stand the test of time. If this episode resonated with you, share your biggest takeaway and tag us on LinkedIn: Chat With Leaders Media https://www.linkedin.com/company/chatwithleaders/ and End of the Line Productions https://www.linkedin.com/company/end-of-the-line-productions/. Elevate your podcast, company meeting, or industry event strategies to better engage stakeholders and drive meaningful growth! Visit ChatWithLeaders.com to learn more about how we can help.See omnystudio.com/listener for privacy information.

This conversation covers:-Why M&A activity has accelerated in 2025 - and why 2026 may be even bigger.-The growing appeal of dual monetization for advisors who want flexibility.-Why partial sales can limit control and create long-term complications.-How technology, data quality, and operational readiness drive your valuation.-The emotional side of selling - and why so many deals stall late in the process.-Why larger platforms often offer deeper buyer pools and stronger financing options.-What advisors should start updating now to strengthen a future exit.Whether you're planning to sell soon, exploring a transition, or simply trying to position your practice for the next phase, this episode delivers clear guidance, real-world examples, and forward-looking insights to help you make informed decisions.Tune in and prepare your practice for what's ahead in 2026 and beyond.Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorssuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

Today we're joined by James (Jim) Eggleston, founding partner of Eggleston King Davis, an agricultural and commercial real estate law expert with offices in Texas and California. Jim specializes in farmland transactions, partitions, entity structuring, asset protection, private equity financing, and complex mediations — all areas that directly impact farmers, ranchers, and multigenerational family operations.Jim shares how he got started in real estate law, what drew him into agriculture, and how his experience shaped the launch of his firm. Throughout the episode, we explore the world of agricultural real estate and what makes it dramatically different from standard real estate — from zoning and water rights to mineral rights, easements, conservation programs, and estate structures that protect family assets.We dive into the most common mistakes farmers make in land deals, including red flags in purchase agreements, title issues, unclear access easements, handshake agreements that go bad, and how the right contract language can prevent major financial and legal problems. Jim discusses best practices in leases, seller financing, buy/sell agreements, and entity formation, along with how farmers can use LLCs or family partnerships to protect land for future generations.This conversation also highlights the importance of having the right team of legal and financial advisors — including partners like Boa Safra — so farmers can grow smarter, reduce risk, and preserve their legacy.We wrap up with fun questions like Jim's favorite piece of land he's ever seen, what law he'd change for producers, and the career he'd pursue if he weren't an attorney.A practical, eye-opening episode for anyone owning, renting, purchasing, or planning for the future of farmland. Want Farm4Profit Merch? Custom order your favorite items today!https://farmfocused.com/farm-4profit/ Don't forget to like the podcast on all platforms and leave a review where ever you listen! Website: www.Farm4Profit.comShareable episode link: https://intro-to-farm4profit.simplecast.comEmail address: Farm4profitllc@gmail.comCall/Text: 515.207.9640Subscribe to YouTube: https://www.youtube.com/channel/UCSR8c1BrCjNDDI_Acku5XqwFollow us on TikTok: https://www.tiktok.com/@farm4profitllc Connect with us on Facebook: https://www.facebook.com/Farm4ProfitLLC/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Deputy Chief/Senior Tour Commander Leigh Shapiro (ret.) of the Hartford (CT) Fire Department and author of the book An Insiders Guide to Mentoring the Fire Officer talks Mentorship & Coaching and Succession Planning. Chief discusses the difference between being "prepared" vs being "ready" to step up into the "next" role. Chief also talks the importance of organizational skills, administrative skills, emotional maturity and communication skills in strong fire officers and leaders. Regarding training, education and experience: Money spent on your education, books and certifications is money well spent. Embrace, own and learn experiences, because their is no substitute for experience.

Mark Vincent shares some golden nuggets of wisdom about mentorship and the importance of asking for what you want in life. He kicks things off by reflecting on a key piece of advice from his dad: "If you ask, you might get; if you don't ask, you won't get." This sets the tone for a lively conversation where we dive deep into the value of mentorship, touching on how pivotal figures like his father and Bill Claufenstein shaped his journey. We explore how planting seeds of encouragement and care can lead to blossoming opportunities for the next generation. Plus, we chat about the art of process consulting and how it differs from traditional consulting, emphasizing collaboration and co-creation in problem-solving. So, grab your favorite drink, tune in, and let's unpack the power of mentorship and the magic of asking!Mark L. Vincent shares an insightful journey into the realms of mentorship and leadership, highlighting the importance of seeking help and guidance throughout one's career. He kicks things off with a humorous take on the classic question of advice, recalling how his father taught him the value of asking for what you want. This leads to a deep dive into the significance of mentorship in leadership roles, as he reflects on the influential figures in his life, particularly a mentor who believed in his potential and actively supported him. As he and Rev. Keith Haney engage in this conversation, the listener is reminded that mentorship isn't just about guidance; it's about investing in others' futures, fostering growth, and ensuring that the lessons learned are passed down to the next generation. They explore how these experiences shape one's leadership style and the impact of having a supportive network, ultimately encouraging listeners to consider their role in mentoring others and the legacy they leave behind.Takeaways: The best advice I've ever received is to always ask for what you want, because if you don't, you won't get anything at all! Mentorship plays a crucial role in leadership, as having someone to guide you can make a world of difference in your journey. A career in process consulting emerged from my passion for effective decision-making and group dynamics, blending social science with practical application. Listening, helping, and learning are the three core competencies of process consulting that drive transformative change and foster meaningful relationships. The importance of planning for both continuity and succession within organizations cannot be overstated, as they are interconnected and vital for long-term success. Future trends in consulting include an influx of gig workers and the impact of AI on traditional consulting roles, emphasizing the need for adaptability. Links referenced in this episode:marklvincent.comamazon.combarnesandnoble.com

The Bulletproof Dental Podcast Episode 415 HOSTS: Dr. Peter Boulden and Dr. Craig Spodak DESCRIPTION In this episode, Peter Boulden and Craig discuss the critical importance of succession planning for dentists, emphasizing that every dentist will eventually need to consider their exit strategy. They explore various pathways for transitioning out of practice, including selling outright, forming partnerships, or selling to private equity. The conversation highlights the significance of understanding practice value, the emotional aspects of selling, and common mistakes to avoid in the planning process. The hosts encourage proactive planning to maximize the value of a dental practice and ensure a smooth transition. TAKEAWAYS Succession planning is essential for all dentists. Timing is crucial in the succession planning process. The value of a practice is often tied to its goodwill and assets. Selling a practice without proper planning can lead to significant losses. Partnerships can provide a smoother transition and better value. Private equity can offer liquidity but comes with risks. Emotional states can cloud decision-making in practice transitions. Clear financial records are vital for successful transitions. Investing in practice growth can enhance future sale value. Planning for succession should start early in a dentist's career. CHAPTERS 00:00 The Importance of Succession Planning 03:39 Understanding Practice Value and Transition Risks 06:31 Exploring Exit Pathways for Dentists 10:21 The Partnership Path: A Long-Term Strategy 14:43 Private Equity: Pros and Cons 20:34 Navigating the Complexities of Selling to PE 27:46 Understanding Liquidity Events and Their Impact 30:18 Optimizing for Different Business Paths 32:52 Investing for Growth and Value Creation 35:24 Avoiding Common Mistakes in Dentistry 37:09 The Importance of Planning for the Future 43:36 Building Successful Partnerships in Dentistry 50:22 Final Thoughts and Future Endeavors REFERENCES Bulletproof Summit Bulletproof Mastermind  

SummaryIn this conversation, Dr. Chris L. Brown and Brad Giles discuss the essential roles and responsibilities of a CEO, the importance of accountability, and the cultural aspects that influence the customer experience. They discuss the genesis of Giles' book 'Made to Thrive', the significance of aligning values with actions, and the necessity of effective succession planning. The conversation also touches on the importance of onboarding new employees and previews Giles' upcoming book 'Bigger Isn't Better', emphasizing that better is more valuable than simply bigger in business.TakeawaysEvery leader's challenge is how to make their effort count.People often don't understand the role of a CEO.The results of a great CEO go beyond immediate profits.Accountability is crucial for performance measurement.Cultural alignment is crucial to delivering a seamless customer experience.The CEO acts as an ambassador for the organization.Values must be authentic and reflect the company's identity.Measuring qualitative values in practice can be challenging.Better is better; growth should not be the only goal.Compounding is essential for sustainable business success.Chapters00:00 Introduction to Leadership and the Role of a CEO02:33 The Genesis of 'Made to Thrive' and CEO Accountability05:20 Understanding the Five Roles of a CEO07:38 The Importance of Accountability in Customer-Centric Organizations10:25 Cultural Impact on Customer Experience12:51 The Role of the CEO as an Ambassador15:36 Values in Organizations: Authenticity vs. Aspirational18:15 The Disconnect Between Values and Behaviors20:53 Succession Planning: Preparing for the Future23:29 Quick Wins for Leadership Teams26:05 The Upcoming Book: 'Bigger Isn't Better'

What happens when a business becomes inseparable from the family which runs it, and dares to bear its family influence through every strand of its existence?You get Ta'mini Lebanese Bakery… and while Nermin and Ali might be newcomers to running their stores, their family recipes date back several generations.Everyone who enjoys their cuisine owes it not just to the husband-wife duo, but to their family before them, bringing a new perspective on legacy in family business…Tune into ‘It Runs In The Family' for a look into a business with its family values not just written on the wall, but baked into every single recipe.

In this episode, Ray Sclafani discusses the implications of avoiding growth targets in business. He highlights a case where a company decided to stop setting growth targets to focus on client service. However, he argues that this decision led to challenges in managing capacity, planning succession, and fulfilling client promises. The conversation emphasizes the importance of balancing client service with the need for growth targets to ensure effective business management.Key TakeawaysGrowth happens whether you plan or notTrack revenue per professional, revenue per client, and time per client segmentMap retirements against junior advisor readiness and create a 3–5 year development planLet data guide leadership decisions by using dashboards and metrics to prevent overextension and burnoutPrevent “success outgrowing structure” by conducting quarterly capacity checks to evaluate workload, client demand, and team readinessFind 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.

What happens when you are ready to step away from the business you have built? In this episode of Future-Proof, we sit down with Erin Daiber, founder of Well Balanced Accountants, to explore why effective succession planning starts long before retirement.Erin shares practical guidance on developing future leaders, creating a culture that supports growth, and avoiding common pitfalls like confusing technical skill with leadership potential. She also breaks down what to do if you realize you do not yet have a clear successor and touches on the rising influence of private equity in firm transitions.This conversation is a timely reminder that succession planning is not an end-of-career task. It is an ongoing strategy that helps you strengthen your firm today while preparing it for tomorrow.Resources:Aon, MACPA Preferred ProviderWell Balanced Accountants with Erin DaiberErin Daiber LinkedIn Profile

Listen to a recap of the top stories of the day from 9to5Mac. 9to5Mac Daily is available on iTunes and Apple's Podcasts app, Stitcher, TuneIn, Google Play, or through our dedicated RSS feed for Overcast and other podcast players. Sponsored by CardPointers: The best way to maximize your credit card rewards. 9to5Mac Daily listeners can exclusively save 50% and get a $100 Savings Card.   New episodes of 9to5Mac Daily are recorded every weekday. Subscribe to our podcast in Apple Podcast or your favorite podcast player to guarantee new episodes are delivered as soon as they're available. Stories discussed in this episode: Tim Cook could step down as Apple CEO ‘as soon as next year' Apple has no plans to release a new Mac Pro anytime soon, report says Apple ex-COO Jeff Williams now officially retired iPhone Air 2: Here's what's actually going on Listen & Subscribe: Apple Podcasts Overcast RSS Spotify TuneIn Google Podcasts Subscribe to support Chance directly with 9to5Mac Daily Plus and unlock: Ad-free versions of every episode Bonus content Catch up on 9to5Mac Daily episodes! Don't miss out on our other daily podcasts: Quick Charge 9to5Toys Daily Share your thoughts! Drop us a line at happyhour@9to5mac.com. You can also rate us in Apple Podcasts or recommend us in Overcast to help more people discover the show.

Fire Chief Adrien Sheppard of the Redmond Fire Department dives deep into Succession Planning & Strategy. He stresses the importance of talent acquisition, cultural fluency and providing for fail safe environments for growth and development of your people to take place. Succession planning is not about an individual or a person, it's about the organization. Don't be afraid to think differently, and show vulnerability. Remember, "Don't take things personal!"

Succession Planning with Steve Fisher and Bryan Preston (Family Business Radio, Episode 70) In this episode of Family Business Radio, host Anthony Chen is joined by Steve Fisher from Strategy Partners Group and Bryan Preston from Gaelic Business Solutions for a candid conversation about the real challenges that prevent family businesses from growing and transitioning successfully. […]

Succession Planning with Steve Fisher and Bryan Preston (Family Business Radio, Episode 70) In this episode of Family Business Radio, host Anthony Chen is joined by Steve Fisher from Strategy Partners Group and Bryan Preston from Gaelic Business Solutions for a candid conversation about the real challenges that prevent family businesses from growing and transitioning successfully. […] The post Succession Planning with Steve Fisher and Bryan Preston appeared first on Business RadioX ®.

Succession isn't a moment - it's a journey. In this episode of Building Unbreakable Brands, Meghan Lynch sits down with Andrea Carpenter, President of The Transition Strategists and host of Your Next Gen Friend, to explore what it really takes to navigate generational handoffs in family businesses. Andrea shares how to turn the pressure of transition into purpose through co-creation, communication, and clarity.Together, they discuss why the most successful transitions are designed with the next generation, not for them, and how both founders and successors can find confidence in their evolving roles.And of course, Meghan's son Henry joins the conversation with his signature next-gen questions (and a dry-erase-board joke you won't want to miss).What You'll LearnWhy succession is a process of discovery, not a single eventHow to balance gratitude for the past with courage to lead differentlyAndrea's framework for creating a Transition Compass and roadmapThe difference between owner-led and co-created transitionsHow rising-gen leaders can develop confidence and authentic leadership stylesWhy clarity—not just opportunity—is the greatest gift of transitionGuest LinksDownload Andrea's free Transition Guide: https://gift.transitionstrategists.com/six-pointConnect with Andrea on LinkedIn: https://www.linkedin.com/in/andreashaver/Follow Andrea on Instagram: @YourNextGenFriendBuilding Unbreakable Brands is hosted by Meghan LynchProduced by Six-Point Strategy

Rita Mabli has spent almost 50 years of her career at United Hebrew of New Rochelle and has been CEO for more than 30 of them. Mark Sanchez began working in senior living at the age of 14 and currently is the administrator of United Hebrew's nursing home, having served as an administrator-in-training under Mabli. Now, as Mabli plans to step into a senior adviser role and Sanchez prepares to succeed her as president and CEO, they discuss mentorship, succession planning and the ways senior living has changed over the years. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Deb Krier on Leading During Cancer Treatment (The Price and Value Journey, Episode 152) When the leader is in treatment, the business still needs direction. On this episode of The Price and Value Journey, host John Ray welcomes Deb Krier, entrepreneur, cancer advocate, host of The Business Power Hour, and founder of TryingNotToDie.LIVE. Drawing on more […]

www.marktreichel.comhttps://www.linkedin.com/in/mark-treichel/In this episode of With Flying Colors, Mark Treichel sits down with David Reed of Reed & Jolly to dive deep into the NCUA's new succession planning rule and what it means for credit unions across the country.Too often, boards and executives focus on writing a policy—but not on the real-world practice of finding and preparing leaders for the future. David explains why succession planning can't stop with “golden handcuffs” or executive retention packages and why the real challenge is board and volunteer succession.Key Topics CoveredThe January 2026 effective date of the NCUA succession planning ruleWhy smaller credit unions face unique challenges when CEOs retire or leave suddenlyThe risks of relying only on the “hit by a bus” plan for executive successionBoard succession struggles: aging volunteers, shrinking social networks, and limited recruitment poolsThe role of advisory boards, director emeritus programs, and board expansion in keeping knowledge while bringing in fresh voicesThe importance of diversity of thought—beyond demographics—to strengthen governancePractical tips for creating a process to identify, recruit, and onboard new volunteersHow nominations policies and ongoing outreach can build a pipeline of future board membersDavid also shares stories from his work with credit unions nationwide, highlighting what works, what doesn't, and how to avoid common pitfalls.Why Listen?If you're a credit union leader, board member, or volunteer, this episode offers realistic, actionable advice on turning succession planning from a compliance checklist into a strategic advantage.

Bridgitte Brooks is rewriting the story of Australian wool - and of rural women. The fifth-generation sheep farmer has launched a wool athleisure brand from her farm in Yuna, Western Australia in a bid to connect modern consumers with a natural fibre that she feels is undercelebrated. From baby blankets to wool athleisure wear, Bridgitte is stitching together sustainability, style, and heritage—with a deep belief that rural communities can thrive when families are supported and fibre stories are told well.Chapters00:00 Introduction to Bridgitte and Her Journey02:58 Life in Rural Australia and Its Challenges05:41 The Birth of a Fashion Business08:13 Navigating the Fashion Industry10:36 Sustainability and the Future of Fashion13:17 The Importance of Succession Planning16:09 Family Dynamics in Farming18:59 Advice for Future Generations21:30 Reflections and Future Aspirations24:11 Closing Thoughts and Future PlansLearn more about Homestead Road and how Bridgitte is rewriting a new story for Australian wool.Find more stories from us on our Instagram, Facebook and Linkedin.ALSO - Come to our event in either Brisbane or Melbourne! You can hear more episodes of Humans of Agriculture here. If you enjoyed this episode, share with a friend and let us know your thoughts at hello@humansofagriculture.com.  Don't forget to rate, subscribe, and leave a review!

Farmers build an entire legacy within their operation, one that can be passed down for generations. But what happens when it's actually time to hand that legacy over?   In this episode, Mike Howell sits down with Uncommon Farms' Manager of Succession Planning, Mike Downey to dig into the realities of on-farm succession planning.   They explore the difference between estate and succession planning, the transition options available, how to bring the next generation into the business, when to use a will versus a revocable living trust, and how private installment sales can help transfer equity to the next generation while maintaining income for the current owners.   Plus, Mike Downey shares his best advice for starting the succession conversation on the farm (and why starting early is the best investment you can make).   Looking for the latest in crop nutrition research? Visit nutrien-ekonomics.com   Subscribe to our YouTube channel: https://www.youtube.com/@NutrieneKonomics

Farmers build an entire legacy within their operation, one that can be passed down for generations. But what happens when it's actually time to hand that legacy over? In this episode, Mike Howell sits down with Uncommon Farms' Manager of Succession Planning, Mike Downey to dig into the realities of on-farm succession planning. They explore the difference between estate and succession planning, the transition options available, how to bring the next generation into the business, when to use a will versus a revocable living trust, and how private installment sales can help transfer equity to the next generation while maintaining income for the current owners. Plus, Mike Downey shares his best advice for starting the succession conversation on the farm (and why starting early is the best investment you can make). Looking for the latest in crop nutrition research? Visit nutrien-ekonomics.com Subscribe to our YouTube channel: https://www.youtube.com/@NutrieneKonomics

Thinking about selling your business? Learn what buyers really want and how to protect your company's value, culture, and legacy in this eye-opening conversation with John Petrov and Peter Mistretta of Knight Investment Group.

The Enlightened Family Business Podcast Ep. 146: How Great Leaders Turn Challenges into Puzzles with Radhika Dutt In this, the first episode of the Enlightened Family Business Podcast, host Chris Yonker engages with guest Radhika, a seasoned advisor and published author, to discuss transformative strategies for family businesses. They delve into the concept of replacing traditional goal setting with a 'puzzle setting and puzzle solving' approach, emphasizing curiosity, adaptability, and collaborative learning. The discussion explores how family businesses can navigate succession, integrate innovative thinking, and balance risk while fostering clear communication and family alignment. This episode offers valuable insights for family business owners and leaders seeking sustainable growth and harmonious leadership transition. ·       00:55 The Old Model of Goal Setting ·       01:49 Guest Introduction: Radhika's Background ·       06:37 The Puzzle Setting Approach ·       07:38 The Importance of Succession Planning ·       16:52 The Problems with KPIs and Target Setting ·       21:48 Shifting from Goals to Puzzles in Business ·       23:44 Implementing Puzzle Solving in Sales ·       28:02 Collaborative Learning and Curiosity ·       33:11 Navigating Family Business Transitions ·       38:54 Balancing Risk in Family Businesses ·       41:24 Learning from Other Industries ·       43:59 Conclusion and Resources Websites: ·       fambizforum.com. ·       www.chrisyonker.com ·       OHLS Toolkit ·       linkedin: @radhika-dutt Radhika's Bio: Radhika Dutt is the author of Radical Product Thinking: The New Mindset for Innovating Smarter which has been translated into Chinese and Japanese. The methodology she introduced in her first book is now used in over 40 countries. She is an entrepreneur, speaker, and product leader who has participated in five acquisitions, two of which were companies that she founded. She is currently Advisor on Product Thinking to the Monetary Authority of Singapore (Singapore's central bank and financial regulator), and does consulting and training for organizations ranging from high-tech startups to multinationals on building radical products that create a fundamental change. Radhika has built products in a wide range of industries including broadcast, media and entertainment, telecom, advertising technology, government, consumer apps, robotics, and even wine. She graduated from MIT with an SB and M.Eng in Electrical Engineering, and speaks nine languages. Radhika is now working on her second book – it's about why goals and targets backfire and what actually works.  

Have you ever wondered how you can create more agile, well-rounded leaders across your organization — without sacrificing flexibility or work-life balance? We often talk about developing talent and succession planning as if they're separate from our distributed work strategy. But if you're not intentional about how career growth happens across remote and hybrid setups, you risk losing great talent to stagnation or burnout. Which is why on this episode of Inclusion in Progress, we're diving into one of the 12 distributed work models we've identified while working with global teams: The Job Rotation Model — which empowers employees to rotate through different roles and departments while maintaining location flexibility. We cover: How to use rotational programs to develop leaders in a distributed environment What it takes to create a culture of mentorship and knowledge-sharing across hybrid or remote teams The challenges of implementing this model — including project continuity and remote knowledge transfer — and how to solve them We'll be breaking down the rest of all of these work models on future episodes, so subscribe to the podcast to make sure you don't miss out! And if you're a People or HR leader who wants a more detailed breakdown of the 12 distributed work models (and an easy framework to decide which works best for your organization)... Download a copy of our Distributed Work Success Playbook today! TIMESTAMPS: [02:34] How the Job Rotation Model enhances career growth while offering flexibility. [03:58] What are some of the key principles to applying job rotation workplace? [05:18] What are some of the most common challenges for this Distributed Work Model? [06:25] How to know if the Job Rotation Model is best fit for your organization? LINKS: info@inclusioninprogress.com www.inclusioninprogress.com/podcast www.linkedin.com/company/inclusion-in-progress Download our Distributed Work Models Playbook to learn how to find the distributed work model that enables your teams to perform at their best. Want us to partner with you on finding your best-fit hybrid work strategy? Get in touch to learn how we can tailor our services to your company's DEI and remote work initiatives. Subscribe to the Inclusion in Progress Podcast on Apple Podcasts or Spotify to get notified when new episodes come out! Learn how to leave a review for the podcast.

In this episode, Tommy D sits down with Marie Davis and Matthew Epperson from the Georgia Center for Employee Ownership (GACEO) to unpack how business owners can use succession planning to keep companies, jobs, and legacies in their communities. They outline the three major models of broad-based employee ownership—ESOPs (a regulated retirement trust invested in the company), worker cooperatives (direct ownership with patronage profit sharing), and employee ownership trusts (EOTs) (mission-driven trusts that share value broadly)—and explain when each fits. Key clarifications: employees don't pay to join an ESOP, governance typically remains with a board, and sellers may access tax advantages such as a §1042 capital-gains rollover (for ESOPs and co-ops). The conversation anchors these ideas in the “silver tsunami” of boomer-owned businesses and why proactive planning preserves local economies.Marie and Matthew share real-world examples: Clegg Auto's EOT-backed expansion that kept Augusta's Regency Auto open with the same team and a new profit-sharing purpose trust; the growth of Love Is Love Cooperative Farm from five founders to 20 employees; and Athens-based JOMA Construction, which went 100% ESOP early, aligning a young workforce around long-term wealth building and retention. Beyond the why and how, they highlight practical on-ramps for owners and advisors—GACEO's Employee Ownership Ambassador Program and Exit Pro 101—and point to a national ecosystem of state centers (via EOX) that can match companies with experienced legal, accounting, valuation, and financing partners.If you're a founder, CFO/CPA, exit planner, or community leader exploring alternatives to traditional M&A, this episode shows how to transition ownership to employees, protect culture, and keep profits local. Learn more at GACEO.org and connect with Tommy D to continue the conversation.

Send us a textIn this episode of the Family Office Podcast, recorded live at our Beverly Hills Investor Club Summit, top family office leaders discuss one of the most important — and most human — aspects of wealth: how to communicate, educate, and connect across generations.From teaching children about finance and investing at an early age to integrating Gen 2 and Gen 3 into family office meetings, this conversation explores the values, respect, and real-world experiences that build lasting legacies.

In this episode of The Steward Chair, John Sensiba, retiring CEO of Sensiba, and Monique Ramirez, his successor, share a masterclass on why intentional succession is the ultimate act of stewardship. John shares his journey of leading the firm through two major economic crises by refusing to abandon core values. They explore how the Golden Rule and simple, unwavering priorities—family, community, and firm—drive meaningful, long-term success. We discuss the courage it takes to hand off a legacy gracefully, and how an "eat what you kill" compensation model can destroy culture. We also cover the immense privilege of receiving a planned, six-year leadership transition, providing actionable takeaways for leaders committed to stewardship, integrity, and impact. Key Takeaways The Ultimate Act of Stewardship is Succession: A leader’s most important duty is to prepare the organization for the next generation, viewing their role as a "transient caretaker" for the benefit of employees and the community. Values Are Non-Negotiable in Crisis: Establishing simple, clearly articulated priorities (like family, community, and firm in that order) and refusing to abandon values when they become "inconvenient" provides clarity and resilience during financial crises or global pandemics. Culture Over Compensation: The courage to abandon an "eat what you kill" compensation model for a subjective, values-based approach is necessary to cultivate a culture of collaboration, trust, and shared success. Resources Mentioned Visit Sensiba's Website Sensiba B Corp Certification Information Follow John Sensiba on LinkedIn: https://www.linkedin.com/in/johndsensiba/ Follow Monique Ramirez on LinkedIn: https://www.linkedin.com/in/monicramirez/ Join the ConversationThe Steward Chair is about equipping and inspiring business leaders to build organizations that stand the test of time. If this episode resonated with you, share your biggest takeaway and tag us on LinkedIn: Chat With Leaders Media https://www.linkedin.com/company/chatwithleaders/ and End of the Line Productions https://www.linkedin.com/company/end-of-the-line-productions/. Elevate your podcast, company meeting, or industry event strategies to better engage stakeholders and drive meaningful growth! Visit ChatWithLeaders.com to learn more about how we can help.See omnystudio.com/listener for privacy information.

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereAre your company's retained earnings sitting idle — or worse, being eaten away by unnecessary taxes?For many business owners, retained earnings feel like a double-edged sword: a sign of success but also a source of frustration when the tax bill arrives. This live panel, hosted by Canadian Wealth Secrets, PE Gate, and Gauvreau Tax & Law Advisory dives deep into what's keeping entrepreneurs up at night — from overpaying taxes and inefficient structures to missed investment opportunities. Featuring experts in accounting, private equity, and wealth strategy, the discussion breaks down how to move beyond simple compliance toward smarter, tax-efficient growth.You'll discover:How to structure your corporation (and when to use a holding company or family trust) to legally minimize taxes.Proven strategies to invest retained earnings through connected corporations and earn dividends tax-free.Ways to turn trapped corporate cash into long-term wealth — including private equity, insurance leverage, and estate optimization.Unlock the full potential of your retained earnings — press play now to learn how top advisors are helping Canadian business owners build smarter, tax-efficient wealth.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Building long-term wealth in Canada starts with understanding how to make your retained earnings work smarter through strategic corporate investing and tax-efficient planning. A strong Canadian wealth plan combines effective business structures—like holding companies and family trusts—with thoughtful investment strategies in private equity, real estate investing, and RRSP optimization. By focusing on tax efficiency, capital gains exemption, anReady to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

This Best Of roundup pulls the most practical moments from four powerhouse conversations, so you can lead better, hire smarter, and finally charge what you're worth.What you'll learn:Succession & Family Alignment: How to set a clear vision, involve spouses, and plan for ownership transitions that actually work.Sustaining Success: Five levers top shops use to stay profitable when volume and rates are volatile.Magnetic Hiring & Retention: The culture signal (Meaning, Acknowledgement, Measurement, Teamwork, Vision) that attracts and keeps A-players.Pricing & Mindset: Why “busy ≠ profitable,” how to know your real costs, and the mindset shift to get paid for the value you deliver.Episode sources...Ep #35 — Goal & Succession Planning for Your Shop (Matt Di Francesco)Ep #46 — 5 Ways to Sustain Success in Your Shop (David Willett)Ep #43 — How Shops Are Finding & Retaining Talent (Dave Luehr)Ep #55 — Get Paid for What You Do & Change Your Mindset (Clay Hoberecht)The shops that win aren't just efficient—they're intentional. They lead with clarity, build cultures people want to join, and price with confidence.—