Episodes

In this episode, host Elizabeth Ledoux is joined by Danielle Scimeca, a lawyer and entrepreneur who runs one of her family’s businesses, FCT Water Treatment, and is involved with other family businesses. In this episode, Eliz...

In this episode, host Elizabeth Ledoux is joined by John A. Warnick, the founder of the Purposeful Planning Institute, a fellow of the American College of Trust & Estate Counsel, and author of the Purposeful Trust & Legacies ...

In this episode, host Elizabeth Ledoux is joined by Nelisha Firestone, who helps people in the financial world stay healthy and whole. A wealth advisor and the founder of Firestone Financial Group, Nelisha works with owners t...

In this episode, host Elizabeth Ledoux is joined by Andrea Carpenter, the Director of Programming at The Transition Strategists. In this episode, Elizabeth and Andrea discuss their new Big Six Program, which helps business ow...

In this episode, host Elizabeth Ledoux is joined by Mark Richards, Principal of the Winged Keel Group. Mark shares his insights on legacy preservation and wealth transfer strategies. He also shares his personal experience wit...

In this episode, host Elizabeth Ledoux is joined by Alina Martin, an investor and advisor who was named one of Canada’s Top 100 female entrepreneurs in 2018. These days she’s building new business ventures, running her family...

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 Jos...

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....

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...

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 Depa...

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...

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 episo...

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...

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 ...

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 emot...

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 we...

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 d...

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...

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 transitio...

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...

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 to...

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 transiti...

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 li...

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 bee...