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 wants for their future, and how they want their assets—be it their estate and/or their business—to transition to other people. All of this feeds into what Elizabeth calls a roadmap, which is a way for her clients to visualize and attain their financial goals.
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.