Episodes

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...

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 …

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...

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 throu...

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 …

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 a...

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, pu...

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 s...

Trying to make things equal and fair is a tricky road to navigate when transitioning your business. As the owner, you may have a completely different perspective from the rest of the people in your business, so perception is ...

When it’s time to start the journey of succession, many owners get stuck on choosing their successor. They want to choose the right person, who will not only thrive in the business, but grow and expand it and carry it …

As a business owner, the skills that you build during the beginning of your business are all about growing and developing the company you have created. When you then start a transition and pass on the business, the way you …

In this episode, we’re joined by the owner and Lead Lumenista at The Light Center, Jennifer Johnson. Almost 10 years ago, Jennifer took over a 51-year-old lighting company from her father and turned to Elizabeth and the Trans...

Many clients come to us with a preconceived idea of how their transition or succession is going to go. Whether they have heard stories, done their own research, or experienced a transition at a previous company, it’s easy for...

Did you know that 80% of business owners do not have any idea how they're going to transition their business? Most of the time, they think transitioning is a future event to worry about later, but that couldn’t be further …

If there’s one thing we know about your transition or succession journey, it’s that you can never do it alone. So many business owners try to take on too much of the work on their own, which makes the process …

In this episode, you’ll get to hear an interview that your host, Elizabeth Ledoux, did with Curt Bear on The LoCo Experience Podcast. Elizabeth’s story is an essential part of The Business Transition Roadmap, and you’ll get t...

It is never too early to be thinking about the next steps for your business. Whether you’re planning to sell or pass on the business to someone else, how do you set your successor, your company, and yourself up for …