Finding Freedom: How a Thoughtful Business Transition Changed Everything, w/ Tom Kirk

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 understanding what you want with a business transition. 

They also discuss Laura Chiesman, the president of FirstWave Financial and co-author (with Elizabeth) of “It’s A Journey – The MUST-HAVE Roadmap to Successful Succession Planning,” which you can learn more about at https://transitionstrategists.com/books/ 

Tom is a Personal Financial Specialist (PFS), which is a certification for Certified Practicing Accountants (CPAs). 

Learn more about Tom on FirstWave Financial’s website: https://firstwavefinancial.com/team-members/tom-kirk/ 

Connect with Tom on LinkedIn: https://www.linkedin.com/in/thomaslkirk 

Connect with Elizabeth Ledoux and the Transition Strategists:

Website: https://transitionstrategists.com/ 

Facebook: https://www.facebook.com/thetransitionstrategists 

Elizabeth on LinkedIn: https://www.linkedin.com/in/elizabethledoux/ 

Transition Strategists on LinkedIn: https://www.linkedin.com/company/transitionstrategists/ 

Subscribe to "The Business Transition Roadmap with Elizabeth Ledoux" on your favorite podcast player: 

Spotify: https://spoti.fi/3MxSYA2 

Apple Podcasts: https://apple.co/3IhMMux 

Google Podcasts: https://bit.ly/BTR-Google-Podcasts 

Get Elizabeth Ledoux and Laura Chiesman latest book, "It’s A Journey: The MUST-HAVE Roadmap to Successful Succession Planning": https://amzn.to/3oq2LQv 

This episode was produced by Story On Media & Marketing: https://www.successwithstories.com.