Business Transition Roadmap with Elizabeth Ledoux

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, Elizabeth and Danielle discuss succession planning and business growth with a family-owned company. They also explore the challenges of succeeding a business ow

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 Handbook. After thirty as a tax and legal advisor to wealthy families, John pivoted to pursue his passion of assisting clients transition their wealt

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 through all stages of their business. Nelisha and Elizabeth delve into the intricacies of financial planning and estate management for business owners. Nelisha

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 owners think about their business transition and plan for the future. They explore the six critical questions that every owner must answer when considering a b

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 with succession planning, including the importance of having an advisory board to hold him accountable. Elizabeth and Mark also discuss how life insurance can

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 office, and also involved in real estate and consulting. In this episode, Elizabeth and Alina discuss lessons Alina learned after merging two companies,

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

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.

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, Eliza

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 co