Business Transition Roadmap with Elizabeth Ledoux

In this episode, host Elizabeth Ledoux is joined by Josh Kanter, CEO and founder of leafplanner, a wealth advisory company that enables families to apply a family office perspective to optimize their impact. Elizabeth and Josh discuss his decades working in his own family office and as an advisor to other families and family offices, the need to connect legacy planning and estate planning, plus Jo...

In this episode, host Elizabeth Ledoux is joined by Kyle Recchia, CEO of The Perfect Workout, a personal training company. In this episode, Elizabeth and Kyle discuss his journey from part-time personal trainer to COO to CEO. They explore challenges of CEO successions, trust in partnerships, and the dynamic of sharing responsibility, with a focus on alignment and accountability. Recchia also refle...

In this episode, host Elizabeth Ledoux is joined by Caio Campello, a member of The Transition Strategists team. As an attorney, arbitrator, mediator, negotiator, strategist, and business transition guide (yes, he wears all of these hats!), Caio has worked with families and businesses to resolve disputes and find equitable solutions that benefit all parties. In this episode, Elizabeth and Caio disc...

In this episode, host Elizabeth Ledoux is joined by Doug Johnson. Doug is the Denver chair of TIGER 21. Throughout his career, he’s been a stockbroker, he’s worked on public and private partnerships, he’s worked with the Department, and he has introduced a socially responsible investment firm to his community. In this episode, Elizabeth and Doug discuss the importance of communities thriving forwa...

In this episode, host Elizabeth Ledoux is joined by James Iacino, the former owner, Chairman, & CEO of the Seattle Fish Company James shares how his family got started in the seafood business in the early 1900s, including how his grandpa as a teenager pushed a cart around Denver selling oysters that had been trained in from Seattle. James and Elizabeth also dive into the pressure of being a su...

In this episode, host Elizabeth Ledoux is joined by Jay Rollins, one of the top real estate people in our country. Over twelve years, he built and then sold a commercial real estate finance company, JCR Capital.   In this episode, Elizabeth and Jay discuss the importance of having a clear timeline for your career, especially as you get older and closer to retirement. They also explore the need to...

In this episode, host Elizabeth Ledoux explores her role as a business transition guide. Part consultant, part advisor, Elizabeth works with business owners and wealth creators to figure out the best options for transferring their assets.  Elizabeth and her team at The Transition Strategists often start the process with learning about their client’s values. From there, they explore what the client...

In this episode, host Elizabeth Ledoux is once again joined by Marcy McNeal, a strategist, transition guide, teacher, and coach at The Transition Strategists.  Elizabeth and Marcy explore various aspects of how social and emotional intelligence pertains to business transitions. Social and emotional intelligence involves more than just self-awareness; it's about accurate self-assessment and und...

In this episode, host Elizabeth Ledoux is joined by Brannon Fisher, Principal at Simon Quick Advisors, a multi-family office wealth management firm. Responsible for new business development at Simon Quick, Brannon provides wealth management and investment consulting services to clients.  In this episode, Brandon shares his unconventional journey from being a high school English teacher to becoming...

In this episode, host Elizabeth Ledoux is joined by Tom Kirk, an entrepreneur who formed his first company at 27 and has since started or bought several companies, including FirstWave Financial.   In this episode, Elizabeth and Tom discuss how he got into financial planning and investment advice, his open heart surgery and triple bypass, starting FirstWave Financial, and the importance of understa...

In this episode, host Elizabeth Ledoux is joined by Eric Lake, a Managing Tax Partner at Holben Hay Lake Balzer CPAs, an accounting and consultancy firm that is a division of SingerLewak.  In this episode, Elizabeth and Eric discuss various strategies for business owners navigating business transitions and ensuring tax efficiency. Eric shares his insights as a tax professional, highlighting key co...

In this episode, host Elizabeth Ledoux is joined by Ned Minor, a transaction attorney in the field of mergers and acquisitions that has generated more than $3 billion in total purchase/sales consideration for clients. Ned has also written extensively on the topic of entrepreneurs exiting their companies.  In this episode, Elizabeth and Ned discuss the value of businesses and the importance of plan...

In this episode, host Elizabeth Ledoux is joined by Doug Damon, who is currently the Chairman of Damon Industries. Doug bought this business from his dad in 1979 and built it up over the decades. In recent years, he transitioned the ownership and management of Damon Industries to his children.  In this episode, Elizabeth and Doug discuss the following question (which many owners who are planning t...

In this episode, host Elizabeth Ledoux is joined by Dawn Abbott who after decades as a business owner of an event and party rentals company became a professional EOS implementer and successfully transitioned into coaching.  In this episode, Elizabeth and Dawn talk about the importance of financial planning, building successful businesses, and transitioning out of them. They also explore the impact...

In this episode, host Elizabeth Ledoux is joined by Steve Denny, a co-founder of Innovative Business Advisors. Steve is actively engaged in merger acquisition activities in all kinds of industries. He’s also developed some tools that business owners can use to grow their profitability and enterprise value. In this episode, Elizabeth and Steve discuss the importance of preparing for your transition...

In this episode, Elizabeth is joined by Debbie Davis, one of the lead transition guides at the Transition Strategists. She’s here to talk about leadership, and how the role of a leader shifts and changes throughout a transition. Business leaders go from running and operating their businesses to becoming a mentor to a successor who will take over their roles, and all of their skills and experience...

In this episode, Elizabeth is joined by Marcy McNeal, one of her top transition guides a the Transition Strategists. Marcy is a seasoned trainer, facilitator, and coach with a passion for supporting business owners through life-changing breakthroughs in how they go about their work and the results they produce. You’ll get the perspectives of two business transition experts as Elizabeth and Marcy d...

In this episode, Elizabeth is joined by Sherrye and Steve Merriman, the past owners of Clergy Advantage, which is one of the largest firms in the United States that provides tax services to the clergy community. They have been working with Elizabeth for over 20 years, and have recently completed their exit from Clergy Advantage to move on to their next adventure- guilt-free skiing! You’ll get the...

In this episode, Elizabeth is joined by Lance Barrett, who founded Barrett and Company CPAs back in 1986. After almost 40 years of growing his successful CPA firm, he is now transitioning on to his next life adventure. As a business advisor himself, Lance has a unique perspective on the interworkings of a business transition, as well as personal experience with his current journey. You’ll get Lanc...

In this episode, Elizabeth is joined by Kelly Robinson, who recently left her partner position at a “big law” firm and launched her own practice. With over 30 years of law experience, Kelly was able to make this transition to successfully launch and expand her own firm to practice family law. You’ll get to hear about the details of Kelly’s very recent transition and about some of the situations sh...

In this episode, Elizabeth is joined by Dianne Nolin, a Managing Partner and Private Wealth Advisor at Argent Bridge Advisors. With over 30 years of experience in financial planning, she has a passion for helping others through empowerment and education and provides comprehensive financial solutions to high-net-worth families and individuals. You’ll get to hear about the transition journey that Di...

There is always a fear that surfaces when a business transition begins. Owners fear that employees will lose confidence in them and leave the company or that the company will start to crumble if people get the wrong idea of where the transition is going. Employees fear that they’ll be left in the dark and that a new owner or new management will change their status quo in a way they don’t like. So...

In this episode, Elizabeth is joined by Beth Hoff Blackmer, the owner and President of Aspen Rent-all, Inc., a construction equipment rental business in Basalt, CO. The company was founded in 1967 by Beth’s father Dave Hoff and was purchased by Beth in 2000, and she has quadrupled the revenue of the business since that purchase. You’ll get to hear the story of Beth’s business transition journey fr...

In this episode, Elizabeth is joined by a friend and previous client, Jennifer Tibbetts, who is the former owner of Power Equipment Specialists. She and Elizabeth have worked together on two different business transitions, purchasing a business from Jennifer’s father, and transitioning the business to her own successor. Together, they’ll discuss the successes and challenges with both of these tran...

When a successor comes into the picture for a business transition, people are always questioning whether they will succeed. Will they have the skills? Will they have the knowledge? While those things are important, they are skills that can be learned with time. The real question of whether a successor will thrive lies a little deeper: how they operate, how they behave, and how they approach challe...