Want to be a guest on our podcast? Apply and share your expertise with our audience at https://www.podmatch.com/member/artofsuccession
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Welcome to The Art of Succession Podcast. Host Barrett Young, CPA, talks with Albert Butler, CPA, MBA, partner at a national CPA firm, about his journey through public accounting, industry leadership, and returning to the profession he first struggled to embrace. Albert shares how early lessons from his entrepreneurial parents shaped his approach to business, leadership, and mentorship. He reflects on building a career across Big Four firms, corporate roles, and eventually stepping into partnership while helping grow talent and serve clients. Today, Albert focuses on developing future leaders in accounting, sharing insights on entrepreneurship, legacy, and the mindset needed to build lasting success.

Albert shares his journey from an uncertain start in accounting to becoming a partner at a national CPA firm after more than two decades in the profession. He talks about early career challenges in public accounting, time spent in corporate leadership roles, and why he ultimately returned to the profession to help business owners solve real problems. Albert explains how lessons from his entrepreneurial family shaped his views on leadership, mentorship, and building strong teams. Today, he focuses on growing future leaders in accounting, helping clients make better decisions, and sharing insights about entrepreneurship, legacy, and long term success.

Key Takeaways:

• Albert’s journey from early struggles in accounting to becoming a partner at a national CPA firm.
• How experience in public accounting and corporate roles shaped his leadership approach.
• Lessons on helping business owners solve problems through accounting and advisory work.
• Insights on mentorship, developing talent, and building strong teams in the profession.
• His focus today is on leadership, legacy, and growing the next generation of CPAs.

Here are a few quotes from the episode:

• “Accounting is the heartbeat of business.” - Albert Butler CPA, MBA
• “One year in public accounting is five years in industry.” - Albert Butler CPA, MBA
• “I don’t give jobs. I grow careers and legacy.” - Albert Butler CPA, MBA

Join Albert Butler CPA, MBA, partner at a national CPA firm, as he shares lessons from his journey through public accounting, corporate leadership, and entrepreneurship. He explains how accounting helps business owners solve problems, make better decisions, and build lasting success.

Episode Highlights
[00:00] - Teaser
[02:08] - Host introduces Albert Butler, CPA, MBA & firm partner
[02:53] - Why Albert is excited to discuss succession & passing the torch
[04:06] - "Hell no": Albert never wanted to be a partner initially
[08:38] - The Intermediate Accounting textbook he keeps as a "trophy"
[11:49] - Failing the CPA exam after his truck broke down (1999)
[18:06] - Why he returned: helping "regular everyday people"
[20:22] - "One year in public = five years in industry."
[27:23] - Philosophy: "Accounting is the heartbeat of business"
[33:00] - The 6-month interview process before buying into partnership
[37:47] - Challenge of leading an Atlanta office for a multi-state firm
[40:55] - Biggest surprise: extreme difficulty finding senior staff
[45:56] - How Albert inspires staff: legacy over paycheck
[51:16] - The five muscles of enterprise (accounting is the heartbeat)
[59:32] - What he wants successors to remember: "lifting while I climb"
[01:01:30] - Finding creativity in AI & its functional potential

FOLLOW THE GUEST:

• Albert Butler CPA, MBA - LinkedIn: https://www.linkedin.com/in/butleralbert/ 

Grab your copy of "Life: Truth, Love, Loss, Success, and Failure" and take a journey through Albert’s most personal lessons. Available now on Amazon! 👍https://www.amazon.com/LIFE-Success-Failure-Quotes-Advice-ebook/dp/B0FKGJD7LD 

FOLLOW THE HOST:

• LinkedIn: https://www.linkedin.com/in/barrettyoung 
• Company LinkedIn: https://www.linkedin.com/company/gwcpa/ 
• Website: https://gwcpas.com/ 
• Email: bey@gwcpas.com 

FOLLOW THE PODCAST:

• Apple Podcast: https://podcasts.apple.com/us/podcast/the-art-of-succession/id1742796896 
• YouTube: https://youtube.com/@artofsuccession 
• Spotify: https://open.spotify.com/show/7uhogBxFKWAAetAbD8TVQR  
• LinkedIn: https://www.linkedin.com/company/art-of-succession-podcast/ 
• Website: https://gwcpas.com/podcast 

Want to be a guest on our podcast? Apply and share your expertise with our audience at https://www.podmatch.com/member/artofsuccession
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Welcome to The Art of Succession Podcast. Host Barrett Young, CPA, talks with Rebekah Olson, CPA, Chief Executive Officer of the Maryland Association of CPAs (MACPA), about her journey from public accounting into leading a long-standing professional organization. Rebekah shares how she discovered her passion for developing people, transitioned into association work, and eventually stepped into the CEO role after years of growth within the organization. She reflects on lessons in leadership, succession, and guiding a 125-year-old organization through change. Today, she focuses on building community, supporting the next generation of CPAs, and helping the profession adapt and thrive in a changing world.

Rebekah shares her journey from public accounting to leading a statewide CPA association after discovering her passion for developing people and supporting the profession. She talks about stepping away from firm work, finding her place within the association, and growing through roles focused on education, membership, and leadership. Rebekah explains how those experiences prepared her to become CEO and guide a long-standing organization through change. She shows how self-awareness, mentorship, and adaptability can shape a path to leadership. Her story highlights the value of community, intentional growth, and helping professionals succeed together.

Key Takeaways:

• Rebekah’s path from public accounting into leading a statewide CPA association.
• How she grew within the organization through roles in learning, membership, and development.
• Lessons from stepping into the leadership of a long-standing member-based organization.
• Why community, inclusion, and mentorship are critical for future leaders.
• She now focuses on connecting professionals and supporting the next generation of CPAs.

Here are a few quotes from the episode:

• “It’s not that I couldn’t do the work, I just approached it differently.” - Rebekah Olson, CPA
• “I feel like I was made for this role, but I did not know that until I was in it.” - Rebekah Olson, CPA
• “If we are creating relationships and connecting people, then we are succeeding.” - Rebekah Olson, CPA

Join Rebekah Olson, CPA, CEO of the Maryland Association of CPAs, as she shares lessons from stepping into the leadership of a long-standing professional organization. Hear how she grew from public accounting into association leadership, why she focuses on building strong community connections, and how her journey prepared her to guide a 125-year-old organization. Learn how Rebekah now supports CPAs, connects professionals, and helps shape the future of the profession.

Episode Highlights
[00:00] - Teaser
[02:23] - Host Barrett introduces guest Rebekah Olson, CPA
[02:58] - Stepping into a 120-year-old organization
[04:08] - Steering a cruise ship with a fixed North Star
[06:00] - From child entrepreneur to accounting major
[08:36] - Leadership assessment: "spirited vs. systematic."
[10:32] - Career coach suggests trade association work
[15:19] - Rising from membership manager to director
[19:12] - Host: Rebekah earned the CEO role, wasn't handed it
[22:24] - Career path like Lombard Street's switchbacks
[26:59] - What attracted her: the people and community
[29:50] - Two keys to enabling next-gen success
[37:52] - The lost middle generation is hard to engage
[44:57] - Hiring outsiders to challenge her thinking
[49:58] - Leading for the next 125 years, not her own tenure
[53:28] - Blocks Tuesday mornings for big-picture thinking
[56:39] - Visioning happens in community, not alone
[01:00:38] - Her superpower: connecting people to people
[01:03:01] - Lightning round starts
[01:05:45] - Where to find Rebekah and MACPA

Follow The Guest Rebekah Olson, CPA:

• LinkedIn: https://www.linkedin.com/in/rebekahbolson/ 

Follow The Guest’s Company, Maryland Association of CPAs (MACPA):

• LinkedIn: https://www.linkedin.com/company/maryland-association-of-cpas/ 
• Website: https://macpa.org/ 

FOLLOW THE HOST:

• LinkedIn: https://www.linkedin.com/in/barrettyoung 
• Company LinkedIn: https://www.linkedin.com/company/gwcpa/ 
• Website: https://gwcpas.com/ 
• Email: bey@gwcpas.com

FOLLOW THE PODCAST:

• Apple Podcast: https://podcasts.apple.com/us/podcast/the-art-of-succession/id1742796896 
• YouTube: https://youtube.com/@artofsuccession 
• Spotify: https://open.spotify.com/show/7uhogBxFKWAAetAbD8TVQR  
• LinkedIn: https://www.linkedin.com/company/art-of-succession-podcast/ 
• Website: https://gwcpas.com/podcast 

Want to be a guest on our podcast? Apply and share your expertise with our audience at https://www.podmatch.com/member/artofsuccession
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Welcome to The Art of Succession Podcast. Host Barrett Young, CPA, talks with Jennifer Fizer, CEO and Fractional CFO at MKB CFO and Bookkeeping and Host of The Financial Operator Podcast, about her journey from working early jobs after the 2008 recession to becoming a business owner through acquisitions. Jennifer shares how she bought and turned around a struggling coffee shop, later sold it, and eventually acquired the fractional CFO firm she once worked with as a contractor. She reflects on lessons from buying and selling businesses, learning new industries quickly, and helping companies manage their finances with confidence. Today, she helps service and trade businesses improve cash flow, understand their numbers, and build stronger financial systems for long-term success.

Jennifer shares her journey from early career struggles after the 2008 recession to becoming a business owner through acquisitions. She talks about buying a struggling coffee shop with little money, learning how to turn it around, and later selling the business after several years of growth. Jennifer explains how those experiences helped her step into the world of fractional CFO services and eventually purchase the firm she worked with as a contractor. She shows how resilience, practical problem-solving, and learning new skills can shape a path to ownership. Her story highlights the value of persistence, adaptability, and helping business owners understand their finances with confidence.

Key Takeaways:

• Jennifer’s path from low-paying jobs after the 2008 recession to business ownership.
• How she bought, improved, and later sold a struggling coffee shop.
• Lessons from acquiring businesses without prior industry experience.
• Why profitable businesses and clear improvement plans matter in acquisitions.
• How she now helps owners manage cash flow and understand their numbers.

Here are a few quotes from the episode:

• “I can figure it out. I no longer believe I need money or expertise to buy a business.” - Jennifer Fizer
• “Deals are not always deals. You will either pay with time or you will pay with money.” - Jennifer Fizer
• “If you cannot see ways to improve a business in the first 90 days, you may not be the right person to run it.” - Jennifer Fizer

Join Jennifer Fizer, CEO and Fractional CFO at MKB CFO and Bookkeeping, as she shares lessons from buying, running, and selling small businesses. Hear how she turned around a struggling coffee shop, why she believes entrepreneurs can learn any industry, and how her path led her to acquire a fractional CFO firm. Learn how Jennifer now helps business owners understand their finances, improve cash flow, and build stronger businesses.

Episode Highlights
[00:00:00] - Teaser
[00:02:04] - Host introduces guest Jennifer Fizer
[00:02:36] - How Dave Ramsey sparked Jennifer's entrepreneurship
[00:05:00] - From tree trimmer to accounting degree
[00:08:00] - Learning tough lessons as a farm CFO
[00:09:57] - Buying first business (coffee shop) for "basically free."
[00:12:13] - Navigating personal loss while running a business
[00:15:43] - Why "deals" aren't always deals
[00:18:35] - Quick wins that turned the coffee shop around
[00:21:02] - Working at a fractional CFO firm & learning the model
[00:23:32] - Selling the coffee shop after a viral Facebook post
[00:25:57] - Seller side lessons & the value of an appraisal
[00:33:00] - Getting the unexpected offer to buy MKB
[00:36:00] - Why Mills sold & why Jennifer said yes immediately
[00:39:51] - Transitioning clients, name, & staff
[00:43:12] - The emotional rollercoaster of ownership
[00:47:30] - Growth plans & using past experience
[00:50:42] - How past struggles make her a better CFO
[00:52:13] - Advice: "Just pick something and go do it"
[00:55:10] - Lightning round begins
[01:02:34] - Where to find Jennifer & MKB

Follow The Guest Jennifer Fizer:

• LinkedIn: https://www.linkedin.com/in/jennifer-fizer-73354631/ 

Follow The Guest’s Company MKB CFO & Bookkeeping:

• LinkedIn: https://www.linkedin.com/company/mkbcfo/ 
• Website: https://mkbcfo.com 
• Instagram: https://www.instagram.com/mkb_cfo/ 
• Facebook: https://www.facebook.com/mkbcfo 
• YouTube: https://www.youtube.com/@mkbcfo 

Follow Guest’s The Financial Operator Podcast:

• Spotify: https://open.spotify.com/show/3qqGaz3u4RnPjUGsaXHfNZ?si=208ceef8efa54509 
• Apple Podcast: https://podcasts.apple.com/us/podcast/the-financial-operator/id1578877075 

FOLLOW THE HOST:

• LinkedIn: https://www.linkedin.com/in/barrettyoung 
• Company LinkedIn: https://www.linkedin.com/company/gwcpa/ 
• Website: https://gwcpas.com/ 
• Email: bey@gwcpas.com 

FOLLOW THE PODCAST:

• Apple Podcast: https://podcasts.apple.com/us/podcast/the-art-of-succession/id1742796896 
• YouTube: https://youtube.com/@artofsuccession 
• Spotify: https://open.spotify.com/show/7uhogBxFKWAAetAbD8TVQR  
• LinkedIn: https://www.linkedin.com/company/art-of-succession-podcast/ 
• Website: https://gwcpas.com/podcast 

Want to be a guest on our podcast? Apply and share your expertise with our audience at https://www.podmatch.com/member/artofsuccession
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Welcome to The Art of Succession Podcast. Host Barrett Young, CPA talks with Angelo D’Amico, President at Canada Rubber Group Inc. & Stable Marketing Inc., about his path from management consulting into business ownership and leadership. Angelo shares how years of advising manufacturing companies prepared him to step into a sixty-person organization and guide its leadership transition. He explains why a principles-first approach helped him earn trust, learn from experienced employees, and make durable decisions. Today, he focuses on strengthening company culture, improving profitability, and leading the business with consistent values and long-term thinking.

Angelo shares his journey from management consulting to leading a manufacturing company. He talks about working with many manufacturers and learning how strategy, operations, and culture shape long-term success. Angelo explains how listening first helped him earn trust when he joined a team with decades of experience. He shows why leaders should focus on clear principles instead of trying to know everything. His story highlights the value of humility, strong values, and making decisions that support people and the company over time.

Key Takeaways:

• Angelo’s move from management consulting to leadership at Canada Rubber Group.
• How consulting across many manufacturers shaped his business strategy perspective.
• Why listening first helped him earn trust from a team with long experience.
• How a principles-first approach guides leadership decisions and company culture.
• Why long-term thinking and consistent values support durable business growth.

Here are a few quotes from the episode:

• “People trust the person who makes decisions in their best interest.” - Angelo D'Amico
• “If you go in trying to be the one who knows everything, you will lose trust.” - Angelo D'Amico
• “Principles help you make decisions that still make sense years later.” - Angelo D'Amico

Join Angelo D'Amico as he shares lessons from consulting, leadership, and business ownership. Hear how listening first helped him earn trust, why values guide strong leadership, and how to step into an established company. Learn how Angelo now focuses on principled decisions, a stronger culture, and long-term success for his team and company.

Episode Highlights
[00:00:00] - Teaser
[00:01:58] - Introducing guest Angelo D'Amico
[00:03:43] - Angelo’s background: Economics & consulting
[00:04:38] - How consulting work led to the CEO role
[00:05:26] - 8 years of building trust with the client
[00:08:29] - Adapting consulting to market needs (2008/2009)
[00:11:38] - Company size & second-generation ownership
[00:13:21] - Ownership makeup & the VC buyout option
[00:15:56] - The 2.5-year process & Angelo’s initial refusal
[00:17:51] - The second offer & role of the advisory team
[00:20:48] - Choosing internal succession over VC for values
[00:22:27] - The challenge of finding a trusted successor
[00:24:13] - Weighing the risk of the owner vs. the president role
[00:27:28] - Angelo’s doubts: Stepping in as an outsider
[00:28:47] - Applying "The First 90 Days" approach
[00:32:24] - Earning trust by listening, not prescribing
[00:36:24] - A misstep: Top-down process change
[00:39:37] - Learning from failure & finding his voice
[00:45:43] - Honoring legacy vs. forging a new path
[00:51:37] - Developing personal & company principles
[00:53:06] - Final advice: Be confident, listen, be durable
[00:57:02] - Unpacking consistency & humility in leadership
[00:59:16] - Sources of creativity: Philosophy & writing
[01:00:30] - What’s next: ERP, branding, & personal growth
[01:01:58] - Where to find Angelo D'Amico

FOLLOW THE GUEST:

• Angelo D’Amico - LinkedIn: https://www.linkedin.com/in/angelo-d-amico-37099120/ 
• Company LinkedIn (Canada Rubber Group Inc.): https://www.linkedin.com/company/canada-rubber-group-inc-/ 
• Company Website (Stable Marketing Inc.): https://www.linkedin.com/company/stable-marketing-inc/ 

FOLLOW THE HOST:

• LinkedIn: https://www.linkedin.com/in/barrettyoung 
• Company LinkedIn: https://www.linkedin.com/company/gwcpa/ 
• Website: https://gwcpas.com/ 
• Email: bey@gwcpas.com 

FOLLOW THE PODCAST:

• Apple Podcast: https://podcasts.apple.com/us/podcast/the-art-of-succession/id1742796896 
• YouTube: https://youtube.com/@artofsuccession 
• Spotify: https://open.spotify.com/show/7uhogBxFKWAAetAbD8TVQR  
• LinkedIn: https://www.linkedin.com/company/art-of-succession-podcast/
  Website: https://gwcpas.com/podcast 

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Want to be a guest on our podcast? Apply and share your expertise with our audience at https://www.podmatch.com/member/a`rtofsuccession 
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Welcome to The Art of Succession Podcast. Host Barrett Young, CPA, a Tax and Marketing Partner at GWCPA, shares the firm’s Quarter One 2026 update and an inside look at their own succession journey. In this episode, Barrett walks through tax season changes, new leadership roles, and the rollout of EOS across the firm. He discusses electronic tax payments, K1 advisory letters, team development efforts, and how GWCPA is reducing key person risk. Barrett also reflects on casting a ten-year vision for the firm and preparing both the team and clients for long term business transition.

Barrett is not just running the firm; he is working to build a company that can grow beyond him. In this update, he shares how GWCPA is pushing decisions down to the team, clarifying roles through EOS, and reducing key person risk. He talks about training leaders, strengthening processes, and setting a clear ten-year vision for the firm. By focusing on accountability, team development, and long-term planning, Barrett is shaping a business that can serve clients well into the future.

Barrett has spent the past several years reshaping GWCPA around succession and long term value. In this quarter one update, he explains how the firm is using EOS to clarify roles, build leaders, and reduce key person risk. He shares tax season changes like K1 advisory letters and electronic payments, along with a stronger focus on team training and accountability. His approach blends practical leadership, clear processes, and a ten-year vision to prepare the firm and its clients for lasting transition and growth.

Key Takeaways:

• Barrett’s focus on building a firm that can grow beyond its owners.
• How EOS clarifies roles, strengthens accountability, and pushes decisions down to the team.
• The rollout of K1 advisory letters and electronic tax payments during tax season.
• Why reducing key person risk is essential to long term firm value?
• How a clear ten-year vision guides both the team and clients toward stronger succession planning.

Additional Insights:

• How EOS supports clearer roles, stronger meetings, and long-term planning.
• The shift to electronic tax payments aims to reduce errors and tax notices.
• The value of weekly tax review training to raise team standards.
• Why building director-level roles reduce key person risk.
• How casting a ten-year vision helps prepare the firm and its clients for succession.

Here are a few quotes from the episode:

• “We are working to build a business that does not rise or fall on one person.” - Barrett Young
• “If you are on this ship, you are not a passenger, you are part of the crew.” - Barrett Young
• “Making money should not be killing your business.” - Barrett Young

Join Barrett Young as he shares the Quarter One 2026 update from GWCPA and explains how EOS and clear accountability are shaping the firm’s future. Hear how new tax season processes, team development, and leadership structure are reducing key person risk. Barrett also outlines a ten-year vision for the firm and how strong planning is preparing both the team and clients for lasting succession and growth.

Episode Highlights
[00:00] - Teaser
[01:49] - Q1 2026 Update: Succession Journey So Far
[04:36] - "Succession" as Our Key Differentiator
[06:15] - Tax Season Update & New Team Structure
[09:55] - New Hires & Decentralizing Work
[13:42] - New Initiatives: K-1 Letters & E-Payments
[17:20] - Platform Shift: Moving All Clients to E-Payments
[22:55] - EOS Progress & Accountability Chart
[24:53] - Elevating Managers to Director Roles
[28:34] - Restructured Team Meetings
[31:28] - Moving Beyond a "Lifestyle Business."
[36:44] - 10-Year Vision & Strategic Retreat Preview
[39:39] - Value Acceleration in Client Conversations
[43:01] - One-on-One Meetings with Team
[46:21] - Introducing a Team Development Role
[48:56] - AI & Future: Captain and Crew Analogy
[52:14] - Q2 Focus Areas
[55:04] - Personal: State CPA Board & Mission Trip
[58:51] - What's Next: Interviews & Events

FOLLOW THE HOST:

• LinkedIn: https://www.linkedin.com/in/barrettyoung 
• Company LinkedIn: https://www.linkedin.com/company/gwcpa/ 
• Website: https://gwcpas.com/ 
• Email: bey@gwcpas.com 

FOLLOW THE PODCAST:

• Apple Podcast: https://podcasts.apple.com/us/podcast/the-art-of-succession/id1742796896 
• YouTube: https://www.youtube.com/@artofsuccession
• Spotify: https://open.spotify.com/show/7uhogBxFKWAAetAbD8TVQR  
• LinkedIn: https://www.linkedin.com/company/art-of-succession-podcast/
  Website: https://gwcpas.com/podcast 

Ben shares his journey from high-tech sales to running a successful marketing agency and helping companies improve how they communicate. He talks about learning the value of trust, storytelling, and clear messaging while working with big clients in government, retail, and casinos. Ben explains how strong internal communication helps teams through change, especially during mergers or leadership shifts. He shows why leaders must speak in ways others understand and stay honest through uncertainty. His story highlights the power of listening, asking the right questions, and building real connections.

Key Takeaways:

• Ben’s journey from high-travel sales to building a trusted marketing agency.
• How strong relationships helped him keep clients through career changes.
• Lessons from leading campaigns for grocery stores and casinos with high response rates.
• Why internal communication matters during leadership transitions and mergers.
• How he helps leaders build trust by speaking clearly and putting people first.

Here are a few quotes from the episode:

• “Just because you said it does not mean people understood it.” - Ben Baker
• “Your brand is only as valuable as your unhappiest employee on their worst day.” - Ben Baker
• “If you do not ask the right questions, you will never get the right answers.” - Ben Baker

Join Ben Baker as he shares lessons from high-tech sales, brand marketing, and internal communication. Hear how strong client trust shaped his career, why clear storytelling matters, and how to guide teams through change. Learn how Ben now helps leaders improve communication, build strong cultures, and lead with honesty and purpose.

Episode Highlights
[00:00:00] - Teaser
[00:02:02] - Introducing guest Ben Baker
[00:03:15] - Ben’s career journey
[00:06:42] - Starting his own agency
[00:10:12] - Cutting through marketing noise
[00:13:55] - Communication in succession planning
[00:16:41] - Getting leadership buy-in
[00:20:22] - Bridging expertise & marketing
[00:23:05] - Evolving marketing tactics
[00:27:36] - Allocating budget for experimentation
[00:31:13] - Testing & adjusting traditional marketing channels
[00:33:51] - Marketing high-value B2B services
[00:36:38] - Building trust for large purchases over time
[00:39:16] - The shift to internal communication & culture
[00:41:49] - Getting employees engaged in marketing
[00:45:49] - Communicating through the company transition
[00:48:18] - Case study: podcast for 50k-employee merger
[00:49:33] - Internal communication for smaller companies
[00:51:35] - Being transparent when things can’t change
[00:53:37] - Host asks about repetition & client communication
[00:55:43] - Balancing clear messaging with legal terms
[00:58:17] - The risk of over-communication & changing info
[01:00:30] - Wrap-up & what Ben wants listeners to remember
[01:02:03] - Lightning round begins
[01:11:21] - Where to find Ben Baker

FOLLOW THE GUEST:

• Ben Baker - LinkedIn: https://www.linkedin.com/in/iambenbaker/ 
• Company LinkedIn (I AM BenBaker): https://www.linkedin.com/company/iambenbaker/  
• Company Website (I AM BenBaker): https://www.iambenbaker.com/  
• Podcast: Gnaw On This...Business Bytes Podcast – https://gnaw-on-this.captivate.fm/  
• Podcast: Gnaw On This...Business Bytes Podcast (YouTube) – https://www.youtube.com/@GettingYouNoticed 

Want more from Ben? Visit his Amazon page to explore books like Powerful Personal Brands and Leading Beyond a Crisis: https://www.amazon.com/stores/Ben-Baker/author/B07F1YS198 

Explore Ben Baker’s #GnawOnThis Podcast, where he shares one powerful ideas to improve your business: https://iambenbaker.com/gnawonthis/

FOLLOW THE HOST:

• LinkedIn: https://www.linkedin.com/in/barrettyoung 
• Company LinkedIn: https://www.linkedin.com/company/gwcpa/ 
• Website: https://gwcpas.com/ 
• Email: bey@gwcpas.com 

FOLLOW THE PODCAST:

• Apple Podcast: https://podcasts.apple.com/us/podcast/the-art-of-succession/id1742796896 
• YouTube: https://www.youtube.com/@artofsuccession
• Spotify: https://open.spotify.com/show/7uhogBxFKWAAetAbD8TVQR  
• LinkedIn: https://www.linkedin.com/company/art-of-succession-podcast/ 
• Website: https://gwcpas.com/podcast 

Want to be a guest on our podcast? Apply and share your expertise with our audience at https://www.podmatch.com/member/artofsuccession
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Welcome to The Art of Succession Podcast. Host Barrett Young talks with Keegan Evans, CEO, Executive Coach, & AI Consultant at Euda, & Limited Partner at Beyond Earth Ventures, about his path from helicopter pilot to tech leader and executive coach. Keegan shares how his military background shaped his leadership style and prepared him to navigate complex business roles. He reflects on lessons from aviation, product management, and culture change at companies like TiVo and Intuit. Now, through Euda, he helps teams adopt AI with a human-centered approach that supports growth, clarity, and long-term success.

Keegan shares his journey from flying combat missions in the Marine Corps to leading teams in tech and starting his own company. He talks about learning leadership under pressure and how those lessons carried into product roles at TiVo and Intuit. Keegan explains why culture is key in any business and how clear decision-making builds strong teams. He discusses his work helping companies adopt AI in a way that supports people, not replaces them. His story shows the value of listening, learning fast, and leading with purpose through change.

Key Takeaways:

• Keegan’s path from Marine Corps pilot to tech leader and business coach.
• How military service shaped his approach to leadership and problem-solving.
• Lessons from working at TiVo and Intuit on product, culture, and innovation.
• Why did he start Euda to guide companies through AI adoption with the intention?
• How he helps teams use AI to improve work without losing human value.

Here are a few quotes from the episode:

• "Leadership is about influence, not just authority." - Keegan Evans
• "AI is the copilot, not your autopilot." - Keegan Evans
• "Our job is to provide clarity where we cannot provide certainty." - Keegan Evans

Join Keegan Evans as he shares lessons from combat aviation, tech leadership, and executive coaching. Hear how military values shaped his thinking, why culture matters in business, and how to adopt AI without losing the human touch. Learn how Keegan now helps leaders build stronger teams and adapt to change with clarity and purpose.

Episode Highlights
[00:00] - Teaser
[02:12] - Introducing Keegan Evans
[03:40] - Veteran strengths in leadership
[06:04] - Keegan's career journey
[11:25] - Military leadership myths debunked
[14:49] - Leadership mistakes & call sign story
[19:23] - How to enter an existing culture
[24:19] - Listening vs. decisive action
[28:25] - Building a trusted leadership team
[31:10] - Mission focus in civilian work
[34:23] - Embracing small failures
[38:30] - Communicating with clarity
[42:05] - Asking questions confidently
[46:42] - AI adoption framework
[51:08] - Practical AI use cases
[54:49] - AI & human thriving
[57:12] - Lightning round begins
[01:00:55] - Where to find Keegan

FOLLOW THE GUEST:

• LinkedIn: https://www.linkedin.com/in/keeganevans/ 
• Company LinkedIn (Euda): https://www.linkedin.com/company/euda-io/ 
• Company LinkedIn (Beyond Earth Ventures): https://www.linkedin.com/company/beyondearthventures/ 
• Company Website (Euda): https://www.euda.io/ 
• Company Website (Beyond Earth Venture): https://beyondearth.vc/

FOLLOW THE HOST:

• LinkedIn: https://www.linkedin.com/in/barrettyoung 
• Company LinkedIn: https://www.linkedin.com/company/gwcpa/ 
• Website: https://gwcpas.com/ 
• Email: bey@gwcpas.com 

FOLLOW THE PODCAST:

• Apple Podcast: https://podcasts.apple.com/us/podcast/the-art-of-succession/id1742796896 
• YouTube: https://www.youtube.com/@artofsuccession
• Spotify: https://open.spotify.com/show/7uhogBxFKWAAetAbD8TVQR  
• LinkedIn: https://www.linkedin.com/company/art-of-succession-podcast/ 
• Website: https://gwcpas.com/podcast

Want to be a guest on our podcast? Apply and share your expertise with our audience at https://www.podmatch.com/member/artofsuccession
------------------------------------------------
Welcome to The Art of Succession Podcast. Host Barrett Young talks with James Kell, Co-Founder of scratchie.com and Founder of Sailing Virgins, about his journey from taking over his family’s struggling construction business at age 28 to founding two successful ventures. James shares how his family's legacy in construction shaped his early career and the challenges he faced in turning the business around. He explains the key lessons in leadership, business recovery, and personal growth, and why he later launched scratchie.com to help companies improve workplace culture through innovative recognition tools.

James shares his journey from taking over a family business to becoming a successful entrepreneur. He talks about stepping in at age 28 to manage a struggling construction company and learning leadership by necessity. James explains how his hands-on experience shaped his approach to business and leadership, and why he later founded scratchie.com to help companies improve workplace culture. He discusses the lessons learned from managing a family business and why he’s passionate about supporting other entrepreneurs in building thriving businesses. James's story highlights the value of resilience, leadership, and creating businesses that make a positive impact.

Key Takeaways:

• James' journey from taking over his family’s construction business at age 28 to becoming an entrepreneur.
• How he learned leadership and business recovery while managing a struggling company.
• The importance of hands-on experience and the lessons he learned along the way.
• What led him to start scratchie.com to help companies improve workplace culture?
• How James helps businesses create stronger teams and foster positive work environments.

Here are a few quotes from the episode:

• "I was trying to figure out what the problem was and how to fix it." - James Kell
• "Leadership is about making decisions and then moving forward." - James Kell
• "If you're not passionate about what you're doing, it will be hard to make it work." - James Kell

Join James Kell as he shares lessons from taking over a struggling family business and founding successful ventures. Hear how he turned around a company, built strong leadership, and founded scratchy.com to help businesses improve culture and grow.

Episode Highlights
[00:00:00] - Tease
[00:01:26] - Intro to Guest James Kell
[00:03:14] - Family business history & crisis
[00:05:06] - Taking over at 28
[00:06:44] - Accepting responsibility
[00:10:34] - Warranty & defect challenges
[00:12:26] - Father-son leadership dynamic
[00:19:28] - Financial lessons & mistakes
[00:22:32] - Mental health & lack of passion as CEO
[00:25:02] - Attempts to sell the company & move on
[00:27:49] - Business collapse & reset
[00:30:25] - Starting Sailing Virgins
[00:33:25] - Creating Scratchy
[00:36:37] - How scratchie.com Works
[00:41:01] - Mental Health in Construction
[00:44:32] - Impact of Recognition
[00:47:21] - Lessons Learned
[00:51:10] - Advice for Family Businesses
[00:52:31] - Lightning Round
[00:57:49] - US Launch Plans
[01:00:29] - How to Connect

FOLLOW THE GUEST:

• LinkedIn: https://www.linkedin.com/in/jameskell/ 
• Company LinkedIn (scratchie.com): https://www.linkedin.com/company/scratchie-app/ 
• Company LinkedIn (Sailing Virgins): https://www.linkedin.com/company/sailing-virgins/ 
• Company Website (scratchie.com): https://scratchie.com/ 
• Email: james@scratchie.com 

FOLLOW THE HOST:

• LinkedIn: https://www.linkedin.com/in/barrettyoung 
• Company LinkedIn: https://www.linkedin.com/company/gwcpa/ 
• Website: https://gwcpas.com/ 
• Email: bey@gwcpas.com 

FOLLOW THE PODCAST:

• Apple Podcast: https://podcasts.apple.com/us/podcast/the-art-of-succession/id1742796896 
• YouTube: https://www.youtube.com/@artofsuccession
• Spotify: https://open.spotify.com/show/7uhogBxFKWAAetAbD8TVQR  
• LinkedIn: https://www.linkedin.com/company/art-of-succession-podcast/ 
• Website: https://gwcpas.com/podcast

Want to be a guest on our podcast? Apply and share your expertise with our audience at https://www.podmatch.com/member/artofsuccession
------------------------------------------------
Welcome to The Art of Succession Podcast. Host Barrett Young talks with Colin Sanburg, Founder and CEO of FinElevate and Managing Partner at Abacus Unlimited, about his journey from buying his first business at age 22 to building a portfolio of companies. Colin shares how a turning point early in life sparked his drive toward entrepreneurship and how stepping into a struggling family business led to years of hands-on learning. He explains the lessons he gained in leadership, financial strategy, and business turnaround, and why he later founded FinElevate to help other entrepreneurs build better businesses and gain more freedom.

Colin shares his journey from working in a family business to becoming a business owner and financial leader. He talks about stepping into a struggling company at age 22 and learning the financial side by necessity. Colin explains how mentorship and mastermind groups helped shape his leadership style and business growth. He discusses the difference between buying and starting companies, and why he chose to launch FinElevate to support other entrepreneurs. Colin’s experience shows the importance of an ownership mindset, financial clarity, and building businesses with intention and integrity.

Key Takeaways:

• Colin’s journey from stepping into a family business at age 22 to becoming a business owner.
• How he turned around a struggling company by learning finance on the job.
• Mentorship and mastermind groups played a key role in his growth.
• What led him to start FinElevate and support other entrepreneurs?
• How he helps business owners build stronger companies and gain more freedom.

Here are a few quotes from the episode:

• "I showed up. I owned that business. That was my mentality." - Colin Sanburg
• "There is no such thing in this world as a passive business." - Colin Sanburg
• "You have to go out in the world and understand it for all its complexity so that you can come home and simplify it." - Colin Sanburg

Join Colin Sanburg as he shares lessons from buying, building, and selling businesses. Hear how he turned around a struggling company, the value of financial clarity, and why mastermind groups shaped his path. Learn how Colin now helps other business owners grow with purpose and create more freedom in their lives.

Episode Highlights
[00:00] - Teaser
[02:09] - Introducing Part 2 with Colin Sanburg
[05:38] - Free advice to paid service shift
[07:06] - Defining fractional CFO vs. bookkeeper/CPA
[10:54] - Starting vs. buying a business
[15:55] - Why sell a business?
[17:26] - The myth of passive business income
[23:40] - Lightning round (quick-fire questions)
[30:57] - Future plans & human-focused tech
[34:32] - Launching during COVID
[37:56] - What a fractional CFO does
[39:48] - Starting vs. buying a business
[44:49] - The myth of passive income
[49:34] - Selling the business to the internal team
[52:51] - Lightning round begins
[57:40] - Wanted legacy: integrity
[59:54] - Future plans for FinElevate

FOLLOW THE GUEST:

• LinkedIn: https://www.linkedin.com/in/colinsanburg/ 
• Company LinkedIn (FinElevate): https://www.linkedin.com/company/finelevate/ 
• Company LinkedIn (Abacus Unlimited): https://www.linkedin.com/company/abacus-unlimited/ 

FOLLOW THE HOST:

• LinkedIn: https://www.linkedin.com/in/barrettyoung 
• Company LinkedIn: https://www.linkedin.com/company/gwcpa/ 
• Website: https://gwcpas.com/ 
• Email: bey@gwcpas.com 

FOLLOW THE PODCAST:

• Apple Podcast: https://podcasts.apple.com/us/podcast/the-art-of-succession/id1742796896 
• YouTube: https://www.youtube.com/@artofsuccession
• Spotify: https://open.spotify.com/show/7uhogBxFKWAAetAbD8TVQR  
• LinkedIn: https://www.linkedin.com/company/art-of-succession-podcast/ 
• Website: https://gwcpas.com/podcast 

Doug shares his journey from corporate banking to entrepreneurship and coaching. He talks about the challenges he faced in scaling businesses and the lessons he learned in leadership development and succession planning. Doug explains how business owners often struggle with transitioning through key growth stages and the importance of letting go of control to scale effectively. He discusses how empowering leadership teams and preparing businesses for successful exits can lead to long-term success. Doug’s experience highlights the value of thoughtful planning and adaptation in business growth.

Key Takeaways:

• Doug’s path from corporate banking to coaching and entrepreneurship.
• How he learned to navigate business growth stages and the challenges of scaling.
• Why letting go of control is crucial for business owners to scale effectively.
• What Doug’s approach to leadership development and succession planning looks like.
• How he helps business owners prepare for successful exits and future growth.

Here are a few quotes from the episode:

• "Cash is king, and you never have enough cash." - Doug Thorpe
• "What got you here won’t get you there." - Doug Thorpe
• "Exponential growth requires letting go of control." - Doug Thorpe

Join Doug Thorpe as he shares valuable insights on navigating business growth, scaling successfully, and the importance of leadership development. Learn how business owners can prepare for a smooth transition and exit while empowering their teams for long-term success.

Episode Highlights
[00:00] - Teaser
[01:48] - Introducing guest Doug Thorpe
[02:49] - Stages of business growth: startup to enterprise
[07:11] - Doug's journey from banking to entrepreneurship
[08:52] - Mother's influence and shift to consulting
[11:46] - Coaching vs. consulting and virtual transition
[15:04] - Evolution of business coaching demand
[18:31] - Cash flow lessons and entrepreneurial mindset
[23:25] - 2008 crash and shutting down the business
[28:21] - Identity loss and career transition coaching
[33:31] - Moving into leadership coaching
[35:38] - Succession planning for business owners
[37:08] - Leadership delegation challenges
[41:08] - Engaging employees in succession talks
[44:40] - ETA buyer alignment & investment thesis
[50:47] - Personality fit in business acquisition
[51:42] - Doug’s own succession plan
[53:43] - Lightning round: quickfire questions

FOLLOW THE GUEST:

• LinkedIn: https://www.linkedin.com/in/dougthorpe/ 
• Website: https://dougthorpe.com/ 
• Podcasts: https://podcasts.dougthorpe.com 
• Twitter: https://twitter.com/dougthorpe_com 
• Facebook: https://facebook.com/headwayexec 
• Instagram: https://instagram.com/dougthorpe_com 
• YELP: https://www.yelp.com/biz/headwayexec-houston-4 
• YouTube: https://youtube.com/@dougthorpe 
• Buy a Business: https://headwayexec.com 

FOLLOW THE HOST:

• LinkedIn: https://www.linkedin.com/in/barrettyoung 
• Company LinkedIn: https://www.linkedin.com/company/gwcpa/ 
• Website: https://gwcpas.com/ 
• Email: bey@gwcpas.com 

FOLLOW THE PODCAST:

• Apple Podcast: https://podcasts.apple.com/us/podcast/the-art-of-succession/id1742796896 
• YouTube: https://www.youtube.com/@artofsuccession
• Spotify: https://open.spotify.com/show/7uhogBxFKWAAetAbD8TVQR  
• LinkedIn: https://www.linkedin.com/company/art-of-succession-podcast/ 
• Website: https://gwcpas.com/podcast 

—-------------------------------

Want to be a guest on our podcast? Apply and share your expertise with our audience at https://www.podmatch.com/member/artofsuccession 
------------------------------------------------

Welcome to The Art of Succession Podcast. Host Barrett Young, a Tax and Marketing Partner at GWCPA, takes you through the firm’s ongoing succession journey. In this episode, Barrett reflects on key updates at GWCPA, including the growth of the team, the implementation of EOS, and the shift to subscription-based pricing. He shares insights on AI adoption, the firm's strategic plans, and how they are preparing for the future of tax preparation and business transition.

Barrett isn’t just leading the firm; he’s committed to building a future where the next generation can thrive. His journey in public accounting has shaped his approach at GWCPA. By embracing new systems like EOS and focusing on innovation, he demonstrates how thoughtful planning and a forward-thinking mindset can create lasting value for both the firm’s team and clients.

Barrett has spent years leading GWCPA with a focus on future growth and succession. By embracing tools like EOS and AI, he uses his experience to guide the firm through key transitions. His approach blends practical lessons on leadership, planning, and innovation, helping teams prepare for the future and build lasting success.

Key Takeaways:
- Barrett’s approach to building a future-ready firm. 
- How EOS and AI support growth and clarity.
- The shift to subscription pricing and proactive planning.
- Why simplifying processes is essential for success.
- How Barrett’s leadership prepares the team for lasting impact.

Additional Insights:
- How EOS helps guide the firm’s long-term vision.
- The impact of AI on improving efficiency and service.
- Why shifting to subscription pricing supports growth.
- How simplifying processes builds clarity for staff and clients.
- The role of leadership in preparing for future success.

Here are a few quotes from the episode:
“We are building a firm that can grow beyond tax returns.” - Barrett Young
“AI is not the future, it’s here now, and we need to be ready.” - Barrett Young
“Clarity, innovation, and purpose are the foundation of our success.” - Barrett Young

Join Barrett Young as he discusses how EOS, AI, and strategic planning are shaping the future of GWCPA. Learn how focusing on innovation, simplified processes, and strong leadership is helping the firm grow and succeed in the years ahead.

Episode Highlights
[00:00] - Teaser
[01:46] - Season 3 Recap & Podcast Growth
[03:00] - YouTube Growth & Season 3 Guest Highlights
[07:34] - Key Mindset & Legacy Conversations
[09:44] - Season 4 Preview: Booked Through June
[11:26] - EOS Progress & Upcoming Strategic Retreat
[13:39] - Tax Season 2026: Staffing & Capacity Plan
[15:37] - Barrett Earns CEPA Certification
[18:21] - Applying "Protect Phase" to Client Work
[22:07] - Mission: Simplify for the Next Owner
[28:00] - Inspired by Ron Baker & Membership Economy
[30:31] - Vision: Proactive Advice, Smaller Client Base
[34:30] - 2 Years of AI: Lessons & Urgency
[38:25] - AI's Future & The Cloud Comparison
[45:16] - Incremental Growth: The 20-Season Mindset
[50:39] - YouTube Pivot: Employee-to-Owner Focus

FOLLOW THE HOST:
LinkedIn: https://www.linkedin.com/in/barrettyoung
Company LinkedIn: https://www.linkedin.com/company/gwcpa/
Website: https://gwcpas.com/
Email: bey@gwcpas.com 

FOLLOW THE PODCAST:
Apple Podcast: https://podcasts.apple.com/us/podcast/the-art-of-succession/id1742796896
YouTube: https://www.youtube.com/@artofsuccession
Spotify: https://open.spotify.com/show/7uhogBxFKWAAetAbD8TVQR 
LinkedIn: https://www.linkedin.com/company/art-of-succession-podcast/ 

Website: https://gwcpas.com/podcast 

Want to be a guest on our podcast? Apply and share your expertise with our audience at https://www.podmatch.com/member/artofsuccession 
------------------------------------------------

Welcome to The Art of Succession Podcast. Host Barrett Young talks with Alex Sanfilippo, Podcaster & Founder at PodMatch, a podcast guest matching platform that has helped thousands of podcasters connect with their ideal guests. Alex shares his journey from working in aerospace to building PodMatch from the ground up. He talks about the lessons learned from pivoting from a corporate career to full-time entrepreneurship, including his approach to scaling a business, making strategic acquisitions, and maintaining a people-first mentality.

In this episode, Alex discusses the challenges of creating PodMatch, his approach to handling business growth, and how strategic decisions like acquiring competitors have allowed him to solidify credibility and expand his brand. They also explore the power of podcasting as a tool to build trust, authority, and lasting connections with audiences.

Key Takeaways:

• Alex bootstrapped PodMatch to solve his personal pain point of finding the right podcast guests.
• He transitioned from aerospace corporate leadership to full-time entrepreneurship.
• Acquiring competitors helped establish trust and credibility in the podcasting space.
• He prioritizes user benefit over revenue, which has been crucial to his business’s success.
• Podcasting is a powerful tool for building trust, connection, and clarity in today’s digital world.

Here are a few quotes from the episode:

• “You don’t need to know everything, just be willing to learn.” – Alex Sanfilippo
• “Turnaround isn’t about saving the day; it’s about moving forward.” – Alex Sanfilippo
• “Real change starts when you focus on people, not just profits.” – Alex Sanfilippo

Join Alex Sanfilippo as he shares how his journey of overcoming failure and prioritizing people helped him grow PodMatch into a trusted platform, and how others can apply these principles to grow their own businesses with purpose and clarity.

Want to connect with the perfect podcast guests? Check out PodMatch's free resources
and get started today! 👉 https://podmatch.com/free

Episode Highlights
[00:00:00] - Teaser
[00:02:19] - Alex's mission: demystifying entrepreneurship
[00:04:54] - Alex's early entrepreneurial journey and corporate career
[00:10:00] - The corporate turning point: Why Alex left his C-suite job
[00:13:45] - Using a podcast to find his path, leading to PodMatch
[00:16:00] - Identifying the universal pain point for podcasters
[00:18:30] - The "dating app" inspiration for PodMatch
[00:23:15] - How the PodMatch algorithm creates quality connections
[00:26:35] - The first strategic acquisition and its strategic value
[00:30:02] - Evaluating opportunities and the importance of saying "no"
[00:33:42] - Acquiring "Podcasting Made Simple" to build community
[00:38:13] - The lesson of consolidating brands for clarity
[00:41:20] - The power and future of podcasting as a medium
[00:44:50] - Why every business should consider podcasting
[00:50:15] - The role of video in modern podcasting
[00:53:40] - AI's role: A tool for enhancement, not replacement
[00:58:20] - Core philosophy: Serving a specific "why"
[00:59:35] - Lightning Round
[01:03:18] - How to connect with Alex and get his free resource

FOLLOW THE GUEST:

• LinkedIn (Personal Profile): https://www.linkedin.com/in/alexsanfilippo/
• PodMatch (LinkedIn): https://www.linkedin.com/company/podmatch/
• PodMatch (Website): https://www.podmatch.com/member/alex

FOLLOW THE HOST:

• LinkedIn: https://www.linkedin.com/in/barrettyoung 
• Company LinkedIn: https://www.linkedin.com/company/gwcpa/ 
• Website: https://gwcpas.com/ 
• Email: bey@gwcpas.com 

FOLLOW THE PODCAST:

• Apple Podcast: https://podcasts.apple.com/us/podcast/the-art-of-succession/id1742796896 
• YouTube: https://www.youtube.com/@artofsuccession
• Spotify: https://open.spotify.com/show/7uhogBxFKWAAetAbD8TVQR  
• LinkedIn: https://www.linkedin.com/company/art-of-succession-podcast/ 
• Website: https://gwcpas.com/podcast 

Joseph shares his experience of buying and reshaping a financial advisory firm. They explore Joseph’s path from working in his father’s practice to building a client-focused, planning-first business. He explains how he shifted away from transactional services, adopted evidence-based investing, and used education to better serve clients. Joseph also talks about managing team changes, setting up clear systems, and helping business owners prepare for retirement and exit. His thoughtful, steady approach shows how clear planning leads to real progress.

Key Takeaways:

• Joseph’s journey from joining his father’s firm to buying his own practice.
• How he shifted from selling products to giving full financial advice.
• Why is client education at the center of his business?
• What worked and what was hard during a real succession plan.
• How does he help business owners plan exits they feel good about?

Here are a few quotes from the episode:

• “Markets work. Let them work for you.” - Joseph Curry
• “Not every client is the right fit.” - Joseph Curry
• “Exit planning is about options.” - Joseph Curry

Join Joseph Curry as he shares real-life lessons on buying a firm, building trust with clients, and turning a practice into a planning-first business that helps owners retire with confidence and clarity.

Episode Highlights
[00:00] - Teaser
[02:03] - Intro to the show and guest Joseph Curry
[03:22] - How Joseph found his start in financial planning
[06:44] - Talking with his dad about leaving the family firm
[08:50] - Bringing clients and shifting investment approach
[11:05] - What evidence-based investing really means
[14:16] - Structuring the deal and joining as a successor
[19:02] - Navigating client reactions and building education systems
[23:09] - Letting go of clients and aligning on vision
[28:23] - Selling non-core services and refining the business model
[31:51] - Covid Shift, Remote Growth, and Launching Client Education
[33:53] - Balancing Remote Work, Office Life, and Team Changes
[37:04] - Transitioning Client Trust and Leading With Support
[09:02] - Leading Marketing With Education and Core Values
[41:52] - Time Blocking to Balance Clients, Planning, and Marketing
[46:30] - Team Roles, Admin Tasks, and Running on EOS
[48:28] - Why Two Podcasts: Retirement and Exit Planning
[51:20] - Why Most Businesses Fail at Exit and What Owners Miss
[54:40] - Redefining Exit Planning and the Start of the Lightning Round
[59:29] - From Transactional Sales to Advice-Centered Planning
[01:04:18] - Final Thoughts, Contact Info, and Episode Wrap-Up

FOLLOW THE GUEST:

• LinkedIn (Personal Profile): https://www.linkedin.com/in/curryjoe/ 
• Retirement Planning Simplified (LinkedIn): https://www.linkedin.com/company/retirement-planning-simplified/ 
• Retirement Planning Simplified (Website): https://www.retirementplanningsimplified.ca/  
• Retirement Planning Simplified (YouTube): https://www.youtube.com/channel/UCOnQcuvhpGpJpLjt3w2H6MA  

FOLLOW THE HOST:

• LinkedIn: https://www.linkedin.com/in/barrettyoung 
• Company LinkedIn: https://www.linkedin.com/company/gwcpa/ 
• Website: https://gwcpas.com/ 
• Email: bey@gwcpas.com 

FOLLOW THE PODCAST:

• Apple Podcast: https://podcasts.apple.com/us/podcast/the-art-of-succession/id1742796896 
• YouTube: https://www.youtube.com/@artofsuccession
• Spotify: https://open.spotify.com/show/7uhogBxFKWAAetAbD8TVQR  
• LinkedIn: https://www.linkedin.com/company/art-of-succession-podcast/ 
• Website: https://gwcpas.com/podcast 

In this episode, Ori Elraviv joins Barrett Young to discuss how to turn around struggling businesses. They dive into Ori’s approach of stepping into underperforming companies, building trust with teams, and making meaningful, lasting changes. Ori talks about the importance of clear business strategies, shifting models, and focusing on people to achieve growth. His calm, practical leadership style shows how businesses can make progress by understanding what’s working, fixing what’s not, and leading with purpose.

Key Takeaways:

• Ori’s path from mobile games in China to running Ebaum’s World.
• How he turned a failing business in Serbia into a success.
• Why people, not just profits, are key to change.
• Lessons on leading with calm, even in chaos.
• How finding the right team and clear focus drives real growth.

Here are a few quotes from the episode:

• “You don’t need to know everything - just be willing to learn.” - Ori Elraviv
• “Turnaround isn’t about saving the day; it’s about moving forward.” - Ori Elraviv
• “Real change starts when you focus on people, not just profits.” - Ori Elraviv

Join Ori Elraviv as he shares real stories, smart lessons, and people-first strategies that help business owners solve problems, grow with purpose, and lead with calm, clear focus in fast-changing times.

Episode Highlights
[00:00] - Teaser
[01:49] - Intro to the podcast and guest Ori Elraviv
[02:28] - Why Ori thrives in fixing existing businesses
[04:39] - From China to CEO: Ori’s early journey
[07:30] - First turnaround and Literally Media beginnings
[10:46] - Fixing Serbia: New model, tough calls
[15:54] - Building teams and shared energy
[18:25] - Acting fast on misfit leadership
[21:44] - Gaining trust after a rocky acquisition
[24:43] - Leading Cheezburger through culture shifts
[26:47] - Scaling media brands with profit focus
[31:16] - How to Get Up to Speed in a New Executive Role
[34:40] - Diagnosing What’s Broken vs. What’s Cultural
[37:42] - Navigating Subjectivity in Evaluating Quality
[40:51] - Innovation in Comfortable or Stagnant Companies
[43:55] - Why Innovation Requires a Different Type of Person
[45:22] - Transitioning from Corporate CEO to Independent Advisor
[49:03] - Coaching Founders Without Undermining Them
[52:54] - The Power of Outside Perspective in Business Turnaround
[54:56] - Lightning Round: Personal Insights

FOLLOW THE GUEST:

• LinkedIn (Personal Profile): https://www.linkedin.com/in/orielraviv/ 
• MediaFeed (LinkedIn): https://www.linkedin.com/company/mediafeed-llc/ 
• MediaFeed (Website): https://www.mediafeed.us/ 

FOLLOW THE HOST:

• LinkedIn: https://www.linkedin.com/in/barrettyoung 
• Company LinkedIn: https://www.linkedin.com/company/gwcpa/ 
• Website: https://gwcpas.com/ 
• Email: bey@gwcpas.com 

FOLLOW THE PODCAST:

• Apple Podcast: https://podcasts.apple.com/us/podcast/the-art-of-succession/id1742796896 
• YouTube: https://www.youtube.com/@artofsuccession
• Spotify: https://open.spotify.com/show/7uhogBxFKWAAetAbD8TVQR  
• LinkedIn: https://www.linkedin.com/company/art-of-succession-podcast/ 
• Website: https://gwcpas.com/podcast 

Lesle isn’t just a photographer; she now helps creatives run profitable, balanced businesses. Her journey from taking over her stepfather’s studio at 21 to building her own successful brand taught her the importance of strategy and creativity. By sharing her experiences, she shows how adapting to change and prioritizing business alongside art can lead to lasting success without burning out.

Lesle spent years growing her photography business before becoming a mentor to fellow creatives. Her advice comes from real challenges and successes in building a business. With a focus on balance, mindset, and smart planning, she helps others create profitable businesses, avoid burnout, and lead with clarity and confidence.

Key Takeaways:

• Lesle’s journey from family photography to running Studio 13.
• Challenges faced while taking over a business at 21.
• Helping creatives thrive without burning out.
• Lessons from adapting to digital and AI changes in photography.
• Why strategy, balance, and self-care are key to lasting success.

Here are a few quotes from the episode:

• “You don’t have to sacrifice your creativity to run a successful business.” - Lesle Lane
• “Success is built on both strategy and art, not just hustle.” - Lesle Lane
• “Create a business that works for you, not the other way around.” - Lesle Lane

Join Lesle Lane as she shares how her real-life experiences, business strategies, and focus on balance are helping creatives build profitable businesses, lead with clarity, and find success without burning out.

Episode Highlights
[00:00] - Teaser
[00:00] - Intro & Why Creatives Must Think Like Business Owners
[03:58] - Lesle’s Family Legacy and the Shift to Color Photography
[07:54] - Embracing digital and seeing AI as the next big change
[10:46] - How each generation brought business innovation
[14:01] - Growing up in a home studio and early expectations
[16:49] - Why she chose corporate work over wedding photography
[19:12] - Brothers as potential heirs and how she stepped in
[20:45] - Taking over at 21 after her stepdad’s stroke
[23:05] - Early challenges, learning admin and client trust
[26:00] - Building trust with clients and earning her place
[30:53] - Big risks: digital gear, 9/11, recession, and COVID
[38:01] - Mentors, lessons, and building a business that lasts
[42:20] - From Bankruptcy to Breakthrough
[44:11] - How Loss Led to a Scalable Photography Business
[48:55] - Lessons from Legacy and Innovation
[55:28] - Facing the AI Future in Photography
[59:35] - Lightning Round: Cake, Travel, and Impact
[63:08] - Gratitude and Generational Wisdom

FOLLOW THE GUEST:

• LinkedIn (Personal Profile): https://www.linkedin.com/in/leslelane/ 
• Studio 13 Inc (Website): https://www.studio13online.com/ 

FOLLOW THE HOST:

• LinkedIn: https://www.linkedin.com/in/barrettyoung 
• Company LinkedIn: https://www.linkedin.com/company/gwcpa/ 
• Website: https://gwcpas.com/ 
• Email: bey@gwcpas.com 

FOLLOW THE PODCAST:

• Apple Podcast: https://podcasts.apple.com/us/podcast/the-art-of-succession/id1742796896 
• YouTube: https://www.youtube.com/@artofsuccession
• Spotify: https://open.spotify.com/show/7uhogBxFKWAAetAbD8TVQR  
• LinkedIn: https://www.linkedin.com/company/art-of-succession-podcast/ 
• Website: https://gwcpas.com/podcast 

Emily isn’t just a founder; she’s now focused on helping women build strong, balanced businesses. Her journey from renting dresses in her living room to raising over $1M shaped how she mentors others today. By sharing her wins and struggles, she shows that growth, honesty, and boundaries can lead to success without burning out.

She spent over 10 years building TheStylist LA before becoming a mentor to female founders. Her advice comes from real wins and hard lessons in growing a business. With a focus on honesty, mindset, and clear plans, she helps women grow strong businesses, avoid burnout, and lead with purpose and confidence.

Key Takeaways:

• Emily’s journey from dress rentals to venture-backed founder.
• Hard lessons learned from raising over $1M.
• Why she now teaches women to build smarter businesses.
• How burnout changed her view on hustle culture.
• The power of boundaries, mindset, and honest coaching.

Additional Insights:

• How Emily built a loyal customer base from scratch.
• Lessons from running retail and subscription models.
• The hidden costs and stress of taking VC funding.
• Why mindset and rest are key to long-term success.
• Helping women grow without chasing hustle culture.

Here are a few quotes from the episode:

• “You don’t have to work all the time to be successful.” - Emily McDonald
• “If no one hates your idea, you’re too late.” - Emily McDonald
• “Build a business that supports the life you want.” - Emily McDonald

Join Emily McDonald as she shares how real-life lessons, honest coaching, and a focus on balance are helping women grow strong businesses, lead with purpose, and build success on their own terms.

Episode Highlights
[00:00] - Teaser
[01:14] - Intro and Emily’s passion
[02:33] - Early Dream & Launching TheStylist LA in 2009
[08:22] - Sorority trunk shows and scrappy early marketing 
[10:04] - Steady growth and first showroom in Venice 
[13:11] - Angel investor support and Bachelor media boost 
[16:23] - Expanding to San Francisco and managing both cities 
[17:56] - Raising $1.2M through Jason Calacanis and VC firms 
[22:54] - Burnout, pregnancy, and money struggles before COVID 
[26:43] - Pandemic shutdowns, closing stores, and going online 
[28:42] - Lessons on hustle culture, balance, and founder health
[31:46] - Setting Boundaries & Rethinking Hustle Culture
[34:51] - Taking VC money too late
[37:27] - Struggles of post-COVID recovery
[39:55] - Post-COVID: Starting a new, simple business
[42:50] - Coaching Women to Set Clear 90-Day Goals
[45:39] - Revisiting - Redefining Success with or without Co-Founders
[51:14] - What makes a great coaching client
[52:40] - How Emily views failure and growth
[55:29] - Building focus through rest and planning
[57:38] - First retreat and what’s next for Emily

FOLLOW THE GUEST:

• LinkedIn (Personal Profile): https://www.linkedin.com/in/ekmcdonald/ 
• Instagram (Personal Profile): https://www.instagram.com/emily_k_mcdonald/ 

Join my free community for female founders on Instagram for exclusive resources and live Q&A sessions: https://www.instagram.com/founderemily/
https://www.skool.com/money-moves-free-8097/about?ref=8021ec33afb74f77bcfe695a34c54e08

FOLLOW HER COMPANY:

• TheStylist LA: https://www.linkedin.com/company/thestylist-la/
  
  

FOLLOW THE HOST:

• LinkedIn: https://www.linkedin.com/in/barrettyoung 
• Company LinkedIn: https://www.linkedin.com/company/gwcpa/ 
• Website: https://gwcpas.com/ 
• Email: bey@gwcpas.com 

FOLLOW THE PODCAST:

• Apple Podcast: https://podcasts.apple.com/us/podcast/the-art-of-succession/id1742796896 
• YouTube: https://www.youtube.com/@artofsuccession
• Spotify: https://open.spotify.com/show/7uhogBxFKWAAetAbD8TVQR  
• LinkedIn: https://www.linkedin.com/company/art-of-succession-podcast/ 
• Website: https://gwcpas.com/podcast 

Barrett isn’t just a partner; he’s focused on helping the next generation lead well. His path through public accounting shaped his vision for GWCPA. By using real lessons and new tools like EOS, he shows how clarity, care, and planning can turn a firm’s future into a lasting legacy for both staff and clients.

He spent over 15 years in public accounting before shaping GWCPA’s future as a visionary leader. His tools mix real lessons on values, systems, and growth. With a focus on clarity and innovation, he turns deep firm knowledge into real support that helps teams lead better, plan ahead, and build lasting success.

Key Takeaways:

• Barrett’s journey from tax expert to firm visionary.
• How EOS helps teams stay clear and focused.
• The shift from tax returns to real business advice.
• Why innovation is key to long-term success.
• Tools to help staff and clients grow with purpose.

Additional Insights:

• How EOS brings clarity to team roles and goals.
• Lessons from big shifts in a multi-gen firm.
• The value of tools like Vision Day and scorecards.
• Why values like empathy and foresight matter.
• Using real change to build a stronger future.

Here are a few quotes from the episode:

• “We won’t have legacy without innovation.” - Barrett Young
• “Tax returns are not why I went to school.” - Barrett Young
• “Empathy, foresight, and purpose, that’s our real value.” - Barrett Young

Join Barrett Young as he shares how clear systems, strong values, and future-focused thinking are helping teams grow, lead with purpose, and build firms that last beyond just tax returns.

Episode Highlights
[00:00] - Teaser
[01:01] - Intro & GWCPA’s Succession Story
[02:50] - Why EOS Is a Game-Changer for the Firm
[03:56] - Innovation + Legacy: Defining the Target Client
[08:13] - Speaking to Future Leaders, Not Just Owners
[10:34] - Visionary vs Integrator: EOS in Action
[14:00] - Preparing for Sam’s Retirement in 6 Years
[15:44] - Staff Transitions & EOS Clarity
[17:44] - Why Barrett Left Public Accounting
[21:00] - Passion, Skills, and Long-Term Career Choices
[23:56] - AI, Tax Returns, and the Future of the Firm
[30:19] - Pricing Values: Empathy, Empowerment, Foresight
[32:57] - Barrett’s CVA & Business Value Conversations
[35:53] - EOS + CEPA: Tools to Help Clients Prepare
[38:30] - New: Ownership Mindset Scorecard Launch
[41:14] - Why Taking Over a Business Takes Grit
[46:44] - Big Client Projects & System Upgrades
[50:34] - Renewals, Pricing, and Client Conversations
[54:15] - Competing on Value, Not Volume or Speed

FOLLOW THE HOST:

• LinkedIn: https://www.linkedin.com/in/barrettyoung 
• Company LinkedIn: https://www.linkedin.com/company/gwcpa/ 
• Website: https://gwcpas.com/ 
• Email: bey@gwcpas.com 

FOLLOW THE PODCAST:

• Apple Podcast: https://podcasts.apple.com/us/podcast/the-art-of-succession/id1742796896 
• YouTube: https://www.youtube.com/@artofsuccession
• Spotify: https://open.spotify.com/show/7uhogBxFKWAAetAbD8TVQR  
• LinkedIn: https://www.linkedin.com/company/art-of-succession-podcast/
• Website: https://gwcpas.com/podcast 

The Challenge of Organizational Dysfunction

Mark's journey began when he noticed that real decisions happened in parking lots after formal meetings ended, undermining the work people prepared to deliver. This informal power was derailing the formal processes, creating dysfunction in organizations where passionate, committed people couldn't effectively collaborate. He discovered that wherever complex decision-making occurred, especially involving money, succession planning brought out the worst organizational dysfunction. This led him to develop process consulting methods that helped the informal interactions inform the formal ones rather than unwind them.

Building and Scaling Process Consulting

Mark founded Design Group International in 2000, creating a platform that proved process consulting could be a sustainable career path rather than just an between-jobs assignment. He used a simple framework of why, who, what, when, where, and how to facilitate complex organizational decisions, keeping his head up to read the room rather than buried in notes. The company grew by attracting experienced consultants who wanted high client impact without the administrative burden of running their own platforms. Over 23 years, they brought on six generations of consultants, proving the model's sustainability and creating a business that wasn't dependent on Mark's personality alone.

Strategic Exit and Return to Roots

Mark strategically exited Design Group International in 2023, selling his stake when the vision of proving process consulting as a viable career was complete. Rather than riding the business to maximum financial return, he chose succession planning that prioritized business continuity and the development of new leadership. He returned to private practice as an executive advisor, focusing on helping longtime successful executives and their boards navigate succession planning. Mark emphasizes that succession is harder than starting a business, requiring owners to recognize when their protective embrace becomes a chokehold that bleeds talent, money, and time.

🎙️Full show notes, guest information, and video version of this episode available at https://gwcpas.com/blog/aos-mark-vincent

✍️ Leave feedback for the show. I’d love to hear your input https://quark-fir-a64.notion.site/1d9dd04222f380ae96c9caae27bc1c66?pvs=105

The Art of Succession Podcast is brought to you by GWCPA. Twice a month on https://www.youtube.com/@artofsuccession, CPA and Partner Barrett Young explores the emotional and strategic challenges of leadership transition, offering honest insights and actionable advice for successors and founders. 

If you've enjoyed this episode, please share it with others. It truly helps.

Disclaimer: This podcast is for informational purposes only and does not constitute legal, tax, or accounting advice. You should consult your own advisors before making decisions related to your situation. If you don’t have an advisor yet, reach out!

After relocating across the country multiple times for insurance giants like Nationwide, MetLife, and Liberty Mutual, Brando found himself wanting more family time and community involvement. His corporate role supporting independent insurance agents taught him valuable lessons about being a trusted advisor and understanding customer segmentation - skills that would prove essential in his entrepreneurial journey. Rather than starting from scratch, he chose the franchise acquisition route, discovering Made in the Shade through online business listings and being attracted to its flexible model, healthy margins, and established five-star reputation in rapidly growing Northern California.

The Reality of Business Ownership

Brando's initial assumption that doubling Google ad spend would double results proved completely wrong within weeks of taking over. He faced his biggest leadership challenge when a design consultant made critical measurement errors over two months, resulting in thousands of dollars in custom products that didn't fit. Since custom window coverings require precision down to an eighth of an inch, these mistakes were discovered weeks later during installation, creating a devastating financial burden that nearly closed the business.

Strategic Recovery and Growth

Rather than give up during sleepless nights of uncertainty, Brando made difficult decisions to contract the business before growing it, cutting overhead to create a leaner operation. He learned to focus on higher-margin product lines where his team's consultative expertise could shine, rather than competing in oversaturated markets. His corporate background in relationship building now helps him leverage vendor partnerships, leading to exclusive opportunities with major distributors nationwide.

Building Systems and Culture

Brando successfully transitioned from the previous husband-and-wife operation by hiring specialized design consultants and installation teams while focusing on his strengths as CEO and chief revenue officer. He maintains the business's five-star reputation through rigorous quality standards and has ambitious goals to become a ten-million-dollar operation and the number one custom window coverings provider in Northern California.

🎙️Full show notes, guest information, and video version of this episode available at https://gwcpas.com/blog/aos-brando-guerrero

✍️ Leave feedback for the show. I’d love to hear your input https://quark-fir-a64.notion.site/1d9dd04222f380ae96c9caae27bc1c66?pvs=105

The Art of Succession Podcast is brought to you by GWCPA. Twice a month on https://www.youtube.com/@artofsuccession, CPA and Partner Barrett Young explores the emotional and strategic challenges of leadership transition, offering honest insights and actionable advice for successors and founders. 

If you've enjoyed this episode, please share it with others. It truly helps.

Disclaimer: This podcast is for informational purposes only and does not constitute legal, tax, or accounting advice. You should consult your own advisors before making decisions related to your situation. If you don’t have an advisor yet, reach out!

The Rise and Fall of a Construction Empire

Max left his promising corporate finance career at Qualcomm in 2002 to join his father's three-employee landscaping company. As a Soviet immigrant family starting from scratch, Max brought business education and ambition to transform the maintenance operation into a thriving construction company. He obtained construction licenses and grew the business to 96 employees during Southern California's real estate boom, specializing in track home landscaping. However, the 2008-2009 housing crisis devastated the over-leveraged company. Despite his finance background, Max was too focused on rapid growth to monitor warning signs, leading to both business and personal bankruptcy with two young children at home.

Strategic Pivot and Discovery of Franchising

Unable to find employment during the recession, Max rebuilt with a smaller landscaping maintenance company while simultaneously launching a bookkeeping business. The bookkeeping idea emerged from recognizing market inefficiencies after receiving quotes ranging from $200 to $2,000 for identical services. This venture led to serving franchise brands and eventually growing into one of the largest bookkeeping providers for franchisors, working with over 100 franchise brands including Sport Clips and Fast Signs. Through these relationships, Max discovered the collaborative nature of the franchising industry and decided to franchise his own bookkeeping company.

Building a Franchise Empire Through Systems and Service

Max's approach to franchising centers on comprehensive systems development, transforming 35 pages of internal knowledge into over 900 pages of detailed operational guidance. He expanded into franchise brokerage to help candidates find suitable opportunities among over 630 available franchises, specializing in E2 visa programs for international investors and corporate professionals seeking entrepreneurial freedom. His unique value proposition includes sharing commissions with buyers and providing extensive training including accounting education, sales coaching, and executive mentoring, emphasizing that successful franchising balances proven systems with operational freedom.

🎙️Full show notes, guest information, and video version of this episode available at https://gwcpas.com/blog/aos-max-emma

✍️ Leave feedback for the show. I’d love to hear your input https://quark-fir-a64.notion.site/1d9dd04222f380ae96c9caae27bc1c66?pvs=105

The Art of Succession Podcast is brought to you by GWCPA. Twice a month on https://www.youtube.com/@artofsuccession, CPA and Partner Barrett Young explores the emotional and strategic challenges of leadership transition, offering honest insights and actionable advice for successors and founders. 

If you've enjoyed this episode, please share it with others. It truly helps.

Disclaimer: This podcast is for informational purposes only and does not constitute legal, tax, or accounting advice. You should consult your own advisors before making decisions related to your situation. If you don’t have an advisor yet, reach out!

The Midlife Pivot That Changed Everything

When Jonathan left his corporate career in 2009, he and Renee made a radical decision. Instead of building a business empire to pass down, they would use their small skincare company as a training ground to develop their children's entrepreneurial skills. What started as a simple farmers market venture selling lotion bars became an unexpected laboratory for raising self-reliant, business-minded kids.

From Minecraft to Marketable Skills

The Harris family developed a unique approach to parenting that merged their children's natural interests with real business applications. When their son spent hours playing Minecraft, they challenged him to bring value to that community by writing plugins—a gateway that eventually led to his career as a lead software developer. Their daughter's love for photography became product photography for the business, while another child's interest in voice acting evolved into podcast editing services.

Building Independence, Not Dependence

Rather than creating jobs for their children within the family business, Jonathan and Renee focused on developing transferable skills that would serve their kids regardless of their chosen path. They established clear standards, charged rent to adult children still living at home, and required each child to find ways to bring value to others through their talents. The result? Nine young adults who understand money, respect customers, and aren't afraid to take calculated risks.

🎙️Full show notes, guest information, and video version of this episode available at https://gwcpas.com/blog/aos-harris-bonus

✍️ Leave feedback for the show. I’d love to hear your input https://quark-fir-a64.notion.site/1d9dd04222f380ae96c9caae27bc1c66?pvs=105

The Art of Succession Podcast is brought to you by GWCPA. Twice a month on https://www.youtube.com/@artofsuccession, CPA and Partner Barrett Young explores the emotional and strategic challenges of leadership transition, offering honest insights and actionable advice for successors and founders. 

If you've enjoyed this episode, please share it with others. It truly helps.

Disclaimer: This podcast is for informational purposes only and does not constitute legal, tax, or accounting advice. You should consult your own advisors before making decisions related to your situation. If you don’t have an advisor yet, reach out!

The Revelation That Changed Everything

Stephanie's journey began during a client retreat in Texas when she had a powerful realization while staring at a wall of her accomplishments. Despite years of consulting experience and advanced degrees, she felt like she wasn't building anything of lasting value. After losing her house in a divorce and facing expensive real estate markets, she recognized that her service-based business left her constantly chasing revenue without creating transferable wealth. This moment sparked a complete shift in how she approached business building.

From Revenue Focus to Asset Building

Rather than continuing the exhausting cycle of trading time for money, Stephanie developed a framework around nine types of business assets that most owners completely overlook. She discovered that businesses could build valuable assets through productized services, creative work, audience lists, recurring revenue streams, intellectual property, strategic partnerships, and brand value. This wasn't just theory - Stephanie began acquiring businesses herself, including purchasing a company from one of her former clients for strategic assets rather than traditional equipment.

The Nine Assets That Transform Business Value

Stephanie's approach helps business owners identify hidden value within their existing operations. A content creation agency's internal processes become licensable frameworks. Marketing materials transform into sellable creative assets. Client relationships become valuable audience assets. Even a simple subscriber list represents eyeballs that buyers will pay for. The key insight is shifting every business decision through the lens of asset creation rather than just immediate revenue generation.

🎙️Full show notes, guest information, and video version of this episode available at https://gwcpas.com/blog/aos-stephanie-hayes

✍️ Leave feedback for the show. I’d love to hear your input https://quark-fir-a64.notion.site/1d9dd04222f380ae96c9caae27bc1c66?pvs=105

The Art of Succession Podcast is brought to you by GWCPA. Twice a month on https://www.youtube.com/@artofsuccession, CPA and Partner Barrett Young explores the emotional and strategic challenges of leadership transition, offering honest insights and actionable advice for successors and founders. 

If you've enjoyed this episode, please share it with others. It truly helps.

Disclaimer: This podcast is for informational purposes only and does not constitute legal, tax, or accounting advice. You should consult your own advisors before making decisions related to your situation. If you don’t have an advisor yet, reach out!

From The Farm to First Business Exit

David's entrepreneurial journey began with his farm upbringing, leading him naturally into the landscape industry. His first real business was a landscape maintenance and design company started in his early twenties to provide for his new family. Despite having no formal exit strategy, David built the company through exceptional work ethic and a relational approach, treating employees and customers as equals. After four successful years, an unexpected dream led to selling the business to a local competitor who valued their unique customer relationship approach and company culture over just the contract base.

Learning and Growing Through Multiple Ventures

After working for someone else and maturing personally, David started a second landscape company focused on residential design and build projects. This venture taught him to price properly, think systematically, and build intentional processes from the start. The business grew to similar team size but double the revenue of his first company. Around the four-year mark, feeling burned out, David discovered cycling during a week off and realized he wanted to share that stress-relief experience with other business owners, leading him to open a bike shop.

The Bike Shop Years and Life-Changing Events

David ran his bike shop for over seven years, learning retail operations, inventory management, and building community around cycling. However, his world changed dramatically when he became a father at 40 after discovering he and his wife had the MTHFR gene mutation affecting fertility. Tragedy struck when his wife's sister died unexpectedly two weeks after their daughter was born, followed by David's father's death nine months later. These profound losses forced David to reevaluate priorities, recognizing that retail hours weren't compatible with being the father and husband he wanted to be.

Transition to Fractional COO

David sold the bike shop to another dealer and eventually embraced fractional COO work after initially resisting the idea. His approach typically begins with a 6-12 week deep dive to establish core systems, followed by either training internal team members or providing ongoing part-time support. David focuses on overcoming team resistance by addressing consultant skepticism upfront, emphasizing he's there to make lives better through systems that create freedom rather than restrictions. His philosophy centers on checklists and processes that allow both new employees to learn and experienced ones to maintain focus when interrupted.

🎙️Full show notes, guest information, and video version of this episode available at https://gwcpas.com/blog/aos-david-forster

✍️ Leave feedback for the show. I’d love to hear your input https://quark-fir-a64.notion.site/1d9dd04222f380ae96c9caae27bc1c66?pvs=105

The Art of Succession Podcast is brought to you by GWCPA. Twice a month on https://www.youtube.com/@artofsuccession, CPA and Partner Barrett Young explores the emotional and strategic challenges of leadership transition, offering honest insights and actionable advice for successors and founders. 

If you've enjoyed this episode, please share it with others. It truly helps.

Disclaimer: This podcast is for informational purposes only and does not constitute legal, tax, or accounting advice. You should consult your own advisors before making decisions related to your situation. If you don’t have an advisor yet, reach out!

Facing the Realities of Succession

Barrett shares the ongoing challenges GWCPA has faced in leadership transition, from unexpected health events to the loss of key staff and the pressures of staying independent in a market increasingly dominated by private equity. He discusses the importance of having a robust succession plan—not just for the business, but for the peace of mind of employees and families.

Strategies for Sustainable Business Transition

This season, Barrett and his team experimented with new approaches to client engagement, pricing, and internal systems. He details how GWCPA implemented engagement letters for every client, shifted to project-based profitability, and restructured roles to better serve clients and prepare for future leadership. The firm also began adopting the Entrepreneurial Operating System (EOS) to systematize processes and ensure the business can thrive beyond its current leaders.

Lessons Learned and the Road Ahead

Barrett reveals the outcomes of these changes, including improved client retention, higher revenue, and a renewed focus on building a business that can outlast any one individual. He announces that future episodes will provide quarterly updates on GWCPA’s real-time succession journey, offering listeners a transparent look at the challenges and victories of preparing the next generation of leaders.

For more resources and to follow GWCPA’s ongoing succession story, subscribe to our show.

🎙️Full show notes, guest information, and video version of this episode available at https://gwcpas.com/blog/aos-season-2-wrap

✍️ Leave feedback for the show. I’d love to hear your input https://quark-fir-a64.notion.site/1d9dd04222f380ae96c9caae27bc1c66?pvs=105

The Art of Succession Podcast is brought to you by GWCPA. Twice a month on https://www.youtube.com/@artofsuccession, CPA and Partner Barrett Young explores the emotional and strategic challenges of leadership transition, offering honest insights and actionable advice for successors and founders. 

If you've enjoyed this episode, please share it with others. It truly helps.

Disclaimer: This podcast is for informational purposes only and does not constitute legal, tax, or accounting advice. You should consult your own advisors before making decisions related to your situation. If you don’t have an advisor yet, reach out!

Building a Business That Solves Real Problems
Nick's father, though not tech-savvy himself, built an innovative payment processing company that transformed how people paid traffic tickets. "This internet thing is really cool," Nick recalls his father thinking, "it makes so much sense for people to be able to file court paperwork online instead of having to come stand in line." The company's success came from deeply understanding their customers' unique challenges and creating solutions that made court clerks' lives easier. "The real money comes from rich relationships with those customers, knowing the nuance of their particularities," Nick explains.

The Acquisition Journey
After Nick and his brother decided against taking over the family business, they prepared for an external sale. "We had to do a lot of cleanup and structure building to make the company appealing to an acquirer," Nick shares, noting they needed to formalize many aspects of the business that were previously based on handshakes. After rejecting an unfavorable initial offer, they connected with a consolidator who purchased the entire operation. Nick stayed with the acquiring company for nearly seven years, developing valuable skills in a corporate environment while supporting his growing family.

The Entrepreneur's Retirement Gap
Nick's experience watching his father bet everything on the business sale led him to identify a critical problem many business owners face: the post-sale income gap. "You're company's making 5 million, you're taking home 500,000... you sell it for two or three million and now you're going to have 80 or 120 grand a year in 4% income. What are you going to do?" This realization, combined with seeing his father miss opportunities for retirement planning, ultimately inspired Nick to launch his financial planning practice focused on helping entrepreneurs. "If you got into business, it wasn't so that you could work 90 hours a week at the expense of your family and friends," he advises.

🎙️Full show notes, guest information, and video version of this episode available at https://gwcpas.com/blog/aos-nick-garofalo

✍️ Leave feedback for the show. I’d love to hear your input https://quark-fir-a64.notion.site/1d9dd04222f380ae96c9caae27bc1c66?pvs=105

I'm looking to hear from 5 listeners via Zoom as I start to plan for Season 3 https://calendly.com/beygwcpas/aos-feedback

The Art of Succession Podcast is brought to you by GWCPA. Twice a month on https://www.youtube.com/@artofsuccession, CPA and Partner Barrett Young explores the emotional and strategic challenges of leadership transition, offering honest insights and actionable advice for successors and founders. 

If you've enjoyed this episode, please share it with others. It truly helps.

Disclaimer: This podcast is for informational purposes only and does not constitute legal, tax, or accounting advice. You should consult your own advisors before making decisions related to your situation. If you don’t have an advisor yet, reach out!

From Corporate World to Business Ownership

Charles, a CPA with 47 years of experience, spent 15 years in the corporate world before purchasing an accounting franchise called Financial Express in 1991. When the franchise company went bankrupt a year later, Charles simply changed the name and continued operations independently. He and his wife built the business together, primarily serving business clients rather than individual tax returns, and eventually brought on a partner named Robert to handle the increasing workload.

Strategic Specialization and Business Division

About ten years ago, Charles made the strategic decision to split the business, selling the accounting practice to his partner while retaining the payroll operations. Unlike most CPAs who typically shed payroll services, Charles found payroll more interesting and complex. The transition was amicable, with both parties continuing to refer clients to each other and even sharing office space for years afterward.

Get Payroll specifically targets businesses with fewer than 20 employees, which represent 95% of all US businesses. Charles avoids competing with industry giants like ADP and Paychecks for larger clients, criticizing their aggressive sales tactics and price increases. Technological advancements have made payroll processing more efficient and profitable, allowing the company to handle more clients with fewer staff.

Marketing Evolution and Succession Planning

Despite being a CPA with limited marketing experience, Charles recognized his limitations and hired marketing professionals. The company now focuses on digital marketing through social media platforms and email campaigns rather than traditional methods. For succession, Charles plans to transition ownership to his employees by the end of next year, preferring this approach over selling to a competitor. After 25 years with some staff members, he wants to give them the opportunity to own the business while he receives an income stream for life.

🎙️Full show notes, guest information, and video version of this episode available at https://gwcpas.com/blog/aos-charles-read

✍️ Leave feedback for the show. I’d love to hear your input https://quark-fir-a64.notion.site/1d9dd04222f380ae96c9caae27bc1c66?pvs=105

I'm looking to hear from 5 listeners via Zoom as I start to plan for Season 3 https://calendly.com/beygwcpas/aos-feedback

The Art of Succession Podcast is brought to you by GWCPA. Twice a month on https://www.youtube.com/@artofsuccession, CPA and Partner Barrett Young explores the emotional and strategic challenges of leadership transition, offering honest insights and actionable advice for successors and founders. 

If you've enjoyed this episode, please share it with others. It truly helps.

Disclaimer: This podcast is for informational purposes only and does not constitute legal, tax, or accounting advice. You should consult your own advisors before making decisions related to your situation. If you don’t have an advisor yet, reach out!

Building a Valuable Business
After being denied a raise due to a "mom gap" in her resume, Nesha quit her job at a local CPA firm in 2011 and started her own practice. Over 14 years, she built a firm serving 75 clients with monthly bookkeeping and advisory services. With remote operations, recurring revenue, and established processes, her business became an attractive acquisition target, especially after experiencing significant growth during the pandemic.

The Decision to Stay
When approached by a broker in early 2024, Nesha received her asking price of two times revenue but declined when the deal required a 10-year seller financing note. Shortly after, personal tragedies—her sister's sudden death and a breast cancer diagnosis—transformed her perspective. Her business became her anchor during these difficult times, providing stability when pursuing her speaking career alone would have been unsustainable.

Renewed Vision and Strategy
Nesha now plans to invest 8-10 more years in growing her firm before considering selling again, focusing on expanding advisory services and ending her three-year hiring freeze. Her experience taught her to trust her gut when evaluating buyers and prioritize culture fit over the highest offer. She's found balance between running her firm and pursuing speaking opportunities, recognizing that sometimes the best succession decision is choosing to stay and build further value.

🎙️Full show notes, guest information, and video version of this episode available at https://gwcpas.com/blog/aos-nesha-pai

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The Art of Succession Podcast is brought to you by GWCPA. Twice a month on https://www.youtube.com/@artofsuccession, CPA and Partner Barrett Young explores the emotional and strategic challenges of leadership transition, offering honest insights and actionable advice for successors and founders. 

If you've enjoyed this episode, please share it with others. It truly helps.

Disclaimer: This podcast is for informational purposes only and does not constitute legal, tax, or accounting advice. You should consult your own advisors before making decisions related to your situation. If you don’t have an advisor yet, reach out!

Surviving Economic Turbulence

Mike purchased 21st Century Computer Specialists in January 2001, just before the dot-com bust and 9/11 economic crisis. After mortgaging his house and depleting resources, the company nearly failed until two large orders in October 2001 saved the business. This experience taught Mike valuable lessons about entrepreneurial resilience.

Business Model Transformation

During the 2007-2008 recession, Mike pivoted from IBM hardware and consulting to a managed services provider (MSP) model with recurring revenue. This transformation positioned i3 to become the IT department for over 100 small businesses in West Michigan. The company later shifted focus from cloud services to cybersecurity, adapting to evolving industry trends.

Growth and Leadership Evolution

Strategic acquisitions fueled i3's growth to 44 employees today. As the company expanded, Mike faced the challenge of transitioning from hands-on owner to strategic leader. Working with an EOS coach, he's navigating the difficult process of "letting go" while developing a management layer. Mike candidly discusses working with his son in the business, taking a measured approach to succession planning.

The Power of Peer Networks

Throughout his journey, Mike emphasizes the importance of finding mentors and joining peer groups. His participation in industry-specific technology peer groups for over 15 years provided valuable benchmarking and strategies that guided his company through multiple economic cycles.

🎙️Full show notes, guest information, and video version of this episode available at https://gwcpas.com/blog/aos-mike-ritsema

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The Art of Succession Podcast is brought to you by GWCPA. Twice a month on https://www.youtube.com/@artofsuccession, CPA and Partner Barrett Young explores the emotional and strategic challenges of leadership transition, offering honest insights and actionable advice for successors and founders. 

If you've enjoyed this episode, please share it with others. It truly helps.

Disclaimer: This podcast is for informational purposes only and does not constitute legal, tax, or accounting advice. You should consult your own advisors before making decisions related to your situation. If you don’t have an advisor yet, reach out!

From Engineer to Software Entrepreneur

Tom shares his journey from electrical engineer to software entrepreneur in the healthcare industry during the 1970s, when computers were still large and uncommon. His company developed administrative software for outpatient clinics, facing initial challenges selling technology to medical practices unfamiliar with computers. Tom describes overcoming the "selling a rifle to a caveman" challenge through persistent cold calling and building referrals. The introduction of the IBM PC in 1980 was transformative, allowing smaller practices to afford their networked systems. By focusing on recurring revenue through maintenance contracts and continuously improving their product based on customer feedback, they eventually grew to 3,000 clients across the Northeast.

The Business Broker Perspective

After selling his software company (which was later acquired by a private equity group and eventually General Electric), Tom transitioned to business brokerage. During his first year, he spoke with nearly a thousand business owners, quickly learning that approximately 80% of businesses that go to market don't sell. Tom explains the common disconnect between what owners believe their businesses are worth versus market reality. Many owners base their valuation on what they need for retirement rather than what buyers are willing to pay—an "inside-out" perspective that leads to disappointment.

Creating Transferable Business Value

Tom distinguishes between different buyer types: corporations seek innovative systems and synergistic products; private equity groups want good management and recurring revenue; while lifestyle buyers look for businesses they can operate themselves. Creating a sellable business requires developing systems that can operate without the owner's constant involvement. Tom emphasizes that businesses heavily dependent on the owner's relationships or technical expertise are significantly less valuable. He recommends cleaning up financial statements, developing management teams, and creating documented processes that allow the business to run independently—ideally starting this preparation years before selling.

🎙️Full show notes, guest information, and video version of this episode available at https://gwcpas.com/blog/aos-tom-gledhill

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The Art of Succession Podcast is brought to you by GWCPA. Twice a month on https://www.youtube.com/@artofsuccession, CPA and Partner Barrett Young explores the emotional and strategic challenges of leadership transition, offering honest insights and actionable advice for successors and founders. 

If you've enjoyed this episode, please share it with others. It truly helps.

Disclaimer: This podcast is for informational purposes only and does not constitute legal, tax, or accounting advice. You should consult your own advisors before making decisions related to your situation. If you don’t have an advisor yet, reach out!

Navigating Sudden Succession
Without a formal succession plan in place, Garrett transitioned from manufacturing engineer to company president of the $12 million operation. Despite having no formal business leadership training, he maintained stability by leveraging experienced management teams and focusing on learning critical business operations. Remarkably, the company retained all customers and employees during this challenging transition.

Implementing Strategic Changes
Garrett's first major decision involved a $750,000 investment in modernizing their production facility, requiring a ten-day shutdown. This bold move, though initially stressful, proved successful and established his leadership capability. He's now pursuing ISO 9001 certification and implementing new quality management systems, marking a significant evolution from traditional manufacturing practices.

Building a Culture of Excellence
Under Garrett's leadership, Lamothermic is developing a culture focused on continuous improvement and employee development. His approach emphasizes hiring "hungry, humble, and smart" team members while creating an environment where people want to come to work. This cultural transformation, combined with enhanced customer service standards and strategic planning, positions the company for sustainable growth.

🎙️Full show notes, guest information, and video version of this episode available at https://gwcpas.com/blog/aos-garrett-noach

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The Art of Succession Podcast is brought to you by GWCPA. Twice a month on https://www.youtube.com/@artofsuccession, CPA and Partner Barrett Young explores the emotional and strategic challenges of leadership transition, offering honest insights and actionable advice for successors and founders. 

If you've enjoyed this episode, please share it with others. It truly helps.

Disclaimer: This podcast is for informational purposes only and does not constitute legal, tax, or accounting advice. You should consult your own advisors before making decisions related to your situation. If you don’t have an advisor yet, reach out!

Despite having no prior insurance experience, Mack purchased a 36-year-old insurance book of business in 2021. The transition began with a single four-hour meeting with the previous owner, followed by a rigorous carrier approval process. Her accounting background, while seemingly unrelated, provided a strong foundation for understanding risk management and policy details.

From day one, Mack prioritized building an all-female team focused on client education and support. She implemented a unique management approach, working directly with clients during morning hours while dedicating remaining time to strategic planning and team development. This balanced approach has proven successful, with less than 2% client turnover during the ownership transition.

Her client-centered philosophy emphasizes protection over sales, demonstrating how combining professional expertise with genuine care for clients and employees can create a successful business transition. Looking ahead, Mack plans to expand her business while maintaining her commitment to both insurance and accounting services.

🎙️Full show notes, guest information, and video version of this episode available at https://gwcpas.com/blog/aos-nakeia-mack

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The Art of Succession Podcast is brought to you by GWCPA. Twice a month on https://www.youtube.com/@artofsuccession, CPA and Partner Barrett Young explores the emotional and strategic challenges of leadership transition, offering honest insights and actionable advice for successors and founders. 

If you've enjoyed this episode, please share it with others. It truly helps.

Disclaimer: This podcast is for informational purposes only and does not constitute legal, tax, or accounting advice. You should consult your own advisors before making decisions related to your situation. If you don’t have an advisor yet, reach out!

Building and Scaling the Business
Starting his firm just weeks before his first child was born, Adam grew the practice from a solo operation to nearly 20 employees. The firm established itself in Wilmington, NC through early digital marketing adoption, strong networking, and reputation building. Over time, they evolved from purely transactional tax work to include advisory services and recurring revenue streams.

As the firm expanded, Adam faced increasing challenges with staffing and retention, particularly during the pandemic. The constant cycle of hiring, training, and managing staff began taking its toll, though he didn't recognize his burnout until after the sale. When his minority partner expressed interest in leaving the tax practice, it catalyzed the decision to explore exit options.

The Exit Process and Transition
After entertaining multiple acquisition offers, Adam sold to a searcher through an SBA-backed deal in 2023. The transition included staying on as Director of vCFO and Advisory Services to ensure a smooth handover and maximize the earnout potential. This period brought unexpected challenges as he adjusted to no longer being the ultimate decision-maker.

Post-Exit Insights and New Direction
Only after the sale did Adam recognize signs of burnout that had been present for years, including unhealthy coping mechanisms he had previously rationalized as normal entrepreneurial behavior. He's now developing a new venture focused on helping other business owners maintain better work-life balance and avoid the pitfalls he encountered.

🎙️Full show notes, guest information, and video version of this episode available at https://gwcpas.com/blog/aos-adam-shay

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The Art of Succession Podcast is brought to you by GWCPA. Twice a month on https://www.youtube.com/@artofsuccession, CPA and Partner Barrett Young explores the emotional and strategic challenges of leadership transition, offering honest insights and actionable advice for successors and founders. 

If you've enjoyed this episode, please share it with others. It truly helps.

Disclaimer: This podcast is for informational purposes only and does not constitute legal, tax, or accounting advice. You should consult your own advisors before making decisions related to your situation. If you don’t have an advisor yet, reach out!

After transitioning from an intense Korean assignment to leading 600 people in Germany, Joe faced unexpected challenges when reduced workload led to personnel issues. He discovered four capable but disconnected managers working inefficiently, creating an unintentionally toxic environment.

Joe's approach balanced adaptability with consistent standards through his "two-but rule" for handling disagreements and the "Protect the Family Name" campaign to unify the team. He implemented a 90-day change strategy, emphasizing making people feel "seen, heard, understood, and valued" (SHUV) while creating sustainable processes and data-driven tracking systems.

The transformation resulted in improved team engagement and more effective leadership time allocation, demonstrating that successful organizational change requires clear communication and measurable goals.

🎙️Full show notes, guest information, and video version of this episode available at https://gwcpas.com/blog/aos-joe-bogdan

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The Art of Succession Podcast is brought to you by GWCPA. Twice a month on https://www.youtube.com/@artofsuccession, CPA and Partner Barrett Young explores the emotional and strategic challenges of leadership transition, offering honest insights and actionable advice for successors and founders. 

If you've enjoyed this episode, please share it with others. It truly helps.

Disclaimer: This podcast is for informational purposes only and does not constitute legal, tax, or accounting advice. You should consult your own advisors before making decisions related to your situation. If you don’t have an advisor yet, reach out!

Selling Off Your Way To A Niche
After moving from India to the US, Manasa discovered her passion for tax preparation while helping friends with their returns. She partnered with mentor Kay Harris in 2016, managing both a traditional tax practice (Harris Nadig LLC) and her specialized cross-border tax firm (MN Tax). By 2021, the overwhelming volume of work led her to realize she needed to restructure her practice to maintain quality and focus on her international tax specialty.

Becoming The Subject Matter Expert
Manasa built her expertise through strategic content creation, launching the "Buzz About Taxes" blog in 2013 and co-hosting the "International Money Cafe" podcast. She carefully structured the sale of her traditional tax practice, including formal agreements and non-compete clauses. Her focus on cross-border taxation, particularly with India, UK, and Germany, allowed her to develop deep expertise while building strong referral relationships with other professionals. The implementation of FATCA regulations created increased demand for her specialized services.

It's Yours, Now What?
The journey revealed important lessons about control, professional growth, and the value of specialization. Manasa learned that while specialization offers distinct advantages, it requires careful planning and the wisdom to know when to take on clients versus referring them to other specialists. She emphasizes that success comes not from trying to do everything yourself, but from building efficient systems and delegating effectively.

🎙️Full show notes, guest information, and video version of this episode available at https://gwcpas.com/blog/aos-manasa-nadig

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The Art of Succession Podcast is brought to you by GWCPA. Twice a month on https://www.youtube.com/@artofsuccession, CPA and Partner Barrett Young explores the emotional and strategic challenges of leadership transition, offering honest insights and actionable advice for successors and founders. 

If you've enjoyed this episode, please share it with others. It truly helps.

Disclaimer: This podcast is for informational purposes only and does not constitute legal, tax, or accounting advice. You should consult your own advisors before making decisions related to your situation. If you don’t have an advisor yet, reach out!

Her innovative approach to firm management continues to influence the accounting profession's evolution toward more sustainable practices.

Becoming So Good They Can't Ignore You
Samantha's story unfolds in two distinct but interconnected parts. First, she details her strategic rise to partnership, leveraging technology and innovation to prove her value despite initial resistance. Rather than accepting the status quo, she methodically implemented changes that demonstrated clear efficiency improvements, building credibility through successful technological implementations while maintaining respect for traditional practices.

Change Starts With Us
The conversation then shifts to how she's using her leadership position to revolutionize the firm's culture. Challenging the industry's "client first at any cost" mentality, Samantha shares how she's creating a sustainable business model that prioritizes both employee wellbeing and client service. Through innovative programs like "Foresight Fridays" and strategic implementation of AI, she's proving that public accounting firms can thrive with 40-hour workweeks while maintaining high service standards.

This episode offers valuable insights for professionals seeking to drive change in traditional industries, leaders working to create sustainable business cultures, and anyone interested in the future of professional services. Samantha's journey demonstrates that with strategic thinking, patience, and clear vision, even the most established firms can evolve to meet modern workplace demands while improving client service.

🎙️Full show notes, guest information, and video version of this episode available at https://gwcpas.com/blog/aos-samantha-bowling

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The Art of Succession Podcast is brought to you by GWCPA. Twice a month on https://www.youtube.com/@artofsuccession, CPA and Partner Barrett Young explores the emotional and strategic challenges of leadership transition, offering honest insights and actionable advice for successors and founders. 

If you've enjoyed this episode, please share it with others. It truly helps.

Disclaimer: This podcast is for informational purposes only and does not constitute legal, tax, or accounting advice. You should consult your own advisors before making decisions related to your situation. If you don’t have an advisor yet, reach out!

Barrett highlights the emotional depth of season one, from Lisa’s resilience after a failed acquisition to Curtis’s appreciation for working alongside his grandfather. These stories showcase the challenges and triumphs of small business succession, emphasizing the importance of relationships, leadership, and legacy.

Looking ahead, season two launches in January with a fresh episode format: YouTube content split into two shorter parts released Tuesdays and Thursdays, while full audio episodes remain weekly. The season kicks off with a special interview featuring Barrett’s partner, Samantha Bowling.

🎙️Full show notes, guest information, and video version of this episode available at https://gwcpas.com/blog/aos-season-1-wrap

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The Art of Succession Podcast is brought to you by GWCPA. Twice a month on https://www.youtube.com/@artofsuccession, CPA and Partner Barrett Young explores the emotional and strategic challenges of leadership transition, offering honest insights and actionable advice for successors and founders. 

If you've enjoyed this episode, please share it with others. It truly helps.

Disclaimer: This podcast is for informational purposes only and does not constitute legal, tax, or accounting advice. You should consult your own advisors before making decisions related to your situation. If you don’t have an advisor yet, reach out!

Building and Scaling a Niche Business
Jillian shares her story of founding her law firm at her kitchen table in 2007. By networking extensively, she grew the practice to a multi-million-dollar operation specializing in crowdfunding and securities law. Her journey into specialization began with a securities fraud case, which led her to develop expertise in raising capital legally. Jillian emphasizes that narrowing her focus allowed her to build a standout brand, Crowdfunding Lawyers, which resonated strongly with her target audience.

Preparing to Sell: Systems, Branding, and Emotional Readiness
Jillian highlights that having robust systems and a transferable brand name were critical in selling her firm. She advises against naming businesses after the founder, as it complicates succession. Instead, descriptive and "sticky" brand names enhance sellability. Jillian also notes the importance of systematizing operations, from client management to marketing, which adds intrinsic value for potential buyers. Emotionally, she faced challenges in stepping back but found clarity in prioritizing her family's and employees' futures.

Creating a Legacy Beyond Business
Post-sale, Jillian focused on empowering others through her platform, Last Life Ever, where she helps individuals live their best lives. She underscores that financial freedom and solid systems in business provide the foundation for pursuing personal passions. Jillian’s story exemplifies how careful planning, both structurally and emotionally, enables entrepreneurs to transition successfully and create lasting impacts.

🎙️Full show notes, guest information, and video version of this episode available at https://gwcpas.com/blog/aos-jillian-sidoti

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The Art of Succession Podcast is brought to you by GWCPA. Twice a month on https://www.youtube.com/@artofsuccession, CPA and Partner Barrett Young explores the emotional and strategic challenges of leadership transition, offering honest insights and actionable advice for successors and founders. 

If you've enjoyed this episode, please share it with others. It truly helps.

Disclaimer: This podcast is for informational purposes only and does not constitute legal, tax, or accounting advice. You should consult your own advisors before making decisions related to your situation. If you don’t have an advisor yet, reach out!

Starting from Scratch to Rapid Growth
Alanna shares her early career experiences in recruitment and project management, which laid the foundation for her entrepreneurial journey. Inspired to create a scalable, team-driven business model, she founded Aligned Recruitment in April 2023. The company quickly gained traction by leveraging existing networks and a strategic focus on tech recruitment. Within just four months, she brought in a partner, Julia, to complement her operational expertise with sales acumen.

Strategic Partnerships and Complementary Roles
The partnership allowed the company to grow rapidly, reaching six employees and aiming for seven-figure revenue in its first year. Alanna and Julia’s complementary strengths—Alanna’s operational efficiency and Julia’s sales leadership—were key to the company’s success. However, their equally strong leadership ambitions led to challenges in decision-making, eventually prompting Julia to propose buying out Alanna’s shares.

A Smooth Exit and New Beginning
Despite initial plans to co-lead for the long term, Alanna recognized the benefits of an amicable split. Her systems-oriented approach had already set the company up for sustainable operations, making the transition seamless. Shortly after exiting, Alanna launched Thomas Media Agency, fulfilling her passion for social media management and content creation. With a team of seven, she’s thriving in her new venture.

🎙️Full show notes, guest information, and video version of this episode available at https://gwcpas.com/blog/aos-alanna-thomas

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The Art of Succession Podcast is brought to you by GWCPA. Twice a month on https://www.youtube.com/@artofsuccession, CPA and Partner Barrett Young explores the emotional and strategic challenges of leadership transition, offering honest insights and actionable advice for successors and founders. 

If you've enjoyed this episode, please share it with others. It truly helps.

Disclaimer: This podcast is for informational purposes only and does not constitute legal, tax, or accounting advice. You should consult your own advisors before making decisions related to your situation. If you don’t have an advisor yet, reach out!

Background and Initial Challenges
Jarom describes the early stages when his friend, who owned the hearing aid company, faced severe issues due to a non-contributing partner. This partner neglected financial obligations, resulting in unpaid rent and looming eviction. Jarom and his business partner intervened to buy out the troubled partner, settle debts, and take control of the company.

The Buyout Process
Jarom elaborates on how he and his partner negotiated the buyout. They capitalized on the partner’s desperation, securing a favorable deal by paying less than the business's potential value. This strategic move involved a thorough review of revenue, net profit, and liabilities. The buyout was executed swiftly to prevent further disruption.

Key Lessons on Partnership Oversight
The discussion emphasizes the importance of financial transparency and routine oversight in partnerships. Jarom shares that if a partner overlooks financial details or relies solely on another’s assurances, it can lead to serious issues. He recommends partners share the responsibility of reviewing finances regularly to avoid unexpected crises.

Jarom’s story is a testament to the value of proactive leadership, the importance of due diligence before engaging in partnerships, and the benefits of having trusted advisors and integrators in business operations.

🎙️Full show notes, guest information, and video version of this episode available at https://gwcpas.com/blog/aos-jarom-rogers

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The Art of Succession Podcast is brought to you by GWCPA. Twice a month on https://www.youtube.com/@artofsuccession, CPA and Partner Barrett Young explores the emotional and strategic challenges of leadership transition, offering honest insights and actionable advice for successors and founders. 

If you've enjoyed this episode, please share it with others. It truly helps.

Disclaimer: This podcast is for informational purposes only and does not constitute legal, tax, or accounting advice. You should consult your own advisors before making decisions related to your situation. If you don’t have an advisor yet, reach out!

The Origins of YBL and Mike's Entry into the Business
Mike's father, a CPA, started YBL (formerly known as Your Bottom Line) as a side business while working full-time in corporate finance. Over time, YBL grew, and in 2010, Mike joined the firm as its first official employee. Interestingly, there was no grand plan for Mike to take over the business. Initially, he considered working elsewhere after college, but after multiple job interviews, he realized the potential of his father's firm and decided to join. This natural evolution led to Mike working alongside his father, slowly taking on more responsibilities in bookkeeping, personal and corporate taxes, and operations.

Growing the Firm and Scaling Operations
Under Mike’s leadership, YBL has grown significantly since he joined in 2010. When he started, the firm was a small, sole proprietorship with only a handful of subcontractors. Over the years, YBL expanded from working out of his father's living room to having its own office space. By implementing new systems and embracing technology, Mike helped streamline operations, allowing the firm to scale effectively. Today, YBL is a team of about 30, with plans for further expansion through natural growth and acquisitions.

Balancing Family Dynamics and Business Growth
A key theme in the interview is the balance between family relationships and business growth. Mike shares that neither he nor his father initially pushed for him to take over the business, and they were more focused on making thoughtful decisions for the company's future. This approach has allowed them to maintain a healthy personal relationship while successfully running and growing YBL. Mike also reflects on the importance of not forcing succession on his children, emphasizing that it should happen naturally, much like his own journey with the firm.

🎙️Full show notes, guest information, and video version of this episode available at https://gwcpas.com/blog/aos-mike-libbey

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The Art of Succession Podcast is brought to you by GWCPA. Twice a month on https://www.youtube.com/@artofsuccession, CPA and Partner Barrett Young explores the emotional and strategic challenges of leadership transition, offering honest insights and actionable advice for successors and founders. 

If you've enjoyed this episode, please share it with others. It truly helps.

Disclaimer: This podcast is for informational purposes only and does not constitute legal, tax, or accounting advice. You should consult your own advisors before making decisions related to your situation. If you don’t have an advisor yet, reach out!

The Origins of Pete's Auto Parts
Amber's grandfather founded Pete's Auto Parts in the 1950s when he was struggling to make ends meet as a farmer. Starting with a homemade tow truck, he began towing abandoned cars, eventually turning the growing collection into an official salvage yard. Pete’s Auto Parts originally operated as a salvage and towing operation, evolving into a full-service used auto parts recycling facility. Amber shares how her grandfather’s persistence laid the foundation for a multi-generational family business and how her father eventually focused the business entirely on used parts, ending the towing services to streamline operations.

Growing Up in the Family Business
Amber recounts her early years working at Pete’s Auto Parts. Like many children in family-run businesses, she was tasked with some of the least appealing jobs—sweating it out in warehouses and handling inventory. Despite these initial hardships, Amber gained invaluable experience, which later helped her professionally. After completing her degree and spending time in condominium management, where she learned essential financial and management skills, Amber realized her passion lay in growing businesses and leading teams, experiences that indirectly prepared her for returning to her family's business.

Transforming the Business Model
When Amber officially joined Pete's Auto Parts in 2006, she noticed several inefficiencies, such as sending all financial records to an external accountant instead of hiring in-house. She introduced significant changes, focusing on modernizing inventory processes and improving internal operations. The yard transitioned from a simple pick-and-pull junkyard into a professional used auto parts recycling facility. Amber highlights how they now manage inventory, photograph parts, and use trained technicians to ensure that each part meets quality standards before being sold. Under Amber’s leadership, Pete’s Auto Parts has tripled in size, focusing on customer service and transforming their salvage yard into a full-service, professionally managed recycling center.

🎙️Full show notes, guest information, and video version of this episode available at https://gwcpas.com/blog/aos-amber-kendrick

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The Art of Succession Podcast is brought to you by GWCPA. Twice a month on https://www.youtube.com/@artofsuccession, CPA and Partner Barrett Young explores the emotional and strategic challenges of leadership transition, offering honest insights and actionable advice for successors and founders. 

If you've enjoyed this episode, please share it with others. It truly helps.

Disclaimer: This podcast is for informational purposes only and does not constitute legal, tax, or accounting advice. You should consult your own advisors before making decisions related to your situation. If you don’t have an advisor yet, reach out!

The Decision to Buy
Lisa and her husband bought the travel agency in 2016 after discovering it was up for sale by the founding family. With over 40 years of history and a strong client base, the business seemed like a solid investment. Lisa recounts her initial excitement about becoming a business owner and diving into the travel industry, but the reality of running a legacy business soon surfaced.

Challenges with Inherited Liabilities
One of the biggest challenges Lisa faced was the inherited liabilities. While the business had pre-sold tours and booked sales, it was carrying significant financial burdens beneath the surface. The outdated business model, combined with the rise of online competition and social media marketing, made it increasingly difficult to keep up with the changing landscape of the travel industry. Lisa reflects on the hard truths she uncovered and the obstacles that made profitability almost impossible.

The Tough Decision to Close
Ultimately, after years of navigating these challenges, Lisa made the tough decision to close the business. She opens up about the emotional struggles that come with closing a company and the stigma of business failure. However, she views this experience as an important learning opportunity, and she hopes that sharing her story will help other entrepreneurs avoid some of the same pitfalls.

🎙️Full show notes, guest information, and video version of this episode available at https://gwcpas.com/blog/aos-lisa-dare

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The Art of Succession Podcast is brought to you by GWCPA. Twice a month on https://www.youtube.com/@artofsuccession, CPA and Partner Barrett Young explores the emotional and strategic challenges of leadership transition, offering honest insights and actionable advice for successors and founders. 

If you've enjoyed this episode, please share it with others. It truly helps.

Disclaimer: This podcast is for informational purposes only and does not constitute legal, tax, or accounting advice. You should consult your own advisors before making decisions related to your situation. If you don’t have an advisor yet, reach out!

From Employees to Entrepreneurs
Tatiana and Michael both worked in different chiropractic practices before deciding to take the leap into business ownership. Tatiana, initially content with her job, received a text from a friend about a practice for sale at an incredibly low price. Despite having no previous intention of owning a practice, she decided to check it out. The offer was too good to pass up, leading her to buy the practice with Michael’s support.

Challenges in Starting Up
Tatiana had only 30 days to learn and do everything necessary to take over the practice, all while still working full-time at her previous job. She quickly realized that the business knowledge she had gained in school was not sufficient, and she had to rely heavily on her CPA, mentors, and real-world experience to navigate the transition.

After acquiring the practice, they discovered that the original name was causing confusion due to its similarity to another nearby chiropractic clinic. This prompted them to rebrand the practice as Move Forward Chiropractic. The rebranding process was rapid, driven by their desire to establish a unique identity and avoid further confusion. Within a short period, they developed a new brand identity that resonated with their patients and community.

Partnership and Future Plans
Tatiana and Michael emphasize the importance of organic growth and maintaining control over their practice's direction. They partnered with Honeybadger, a group of coaches and business owners who helped them tailor their business model to their vision. This partnership allowed them to grow their practice without compromising their values or approach to patient care.

🎙️Full show notes, guest information, and video version of this episode available at https://gwcpas.com/blog/aos-barrera-vega

✍️ Leave feedback for the show. I’d love to hear your input https://quark-fir-a64.notion.site/1d9dd04222f380ae96c9caae27bc1c66?pvs=105

The Art of Succession Podcast is brought to you by GWCPA. Twice a month on https://www.youtube.com/@artofsuccession, CPA and Partner Barrett Young explores the emotional and strategic challenges of leadership transition, offering honest insights and actionable advice for successors and founders. 

If you've enjoyed this episode, please share it with others. It truly helps.

Disclaimer: This podcast is for informational purposes only and does not constitute legal, tax, or accounting advice. You should consult your own advisors before making decisions related to your situation. If you don’t have an advisor yet, reach out!

Beginning the Journey
Curtis's grandfather, Joe "Pop" Hardwick, started the CPA firm in 1974, and Curtis began working there in 2010 while still in college. Initially aiming to become a civil engineer, Curtis had switched paths after struggling with calculus, guided into accounting by his grandfather. Curtis enjoyed the work and excelled in his accounting courses, with both his professor and grandfather mentoring him toward the CPA route.

Mentorship and Transition
As Curtis progressed in his career, his grandfather provided him with significant autonomy, allowing Curtis to implement new ideas and modernize the firm. The firm was small, with only four employees, and was using outdated accounting software. Curtis led efforts to transition clients to QuickBooks Desktop and eventually to their cloud-based QuickBooks Online, despite initial resistance from his grandfather.

Curtis proposed additional significant changes, such as increasing prices and focusing on value-based pricing instead of hourly billing. His grandfather was initially hesitant, reflecting the generational gap between them. However, over time, Curtis earned his grandfather’s trust, and he was given more responsibility in running the firm.

The Transition to Leadership
By 2019, Curtis was making key decisions about the firm's direction, focusing on reducing the number of clients while deepening relationships and increasing profitability. This approach required difficult conversations and strategic decisions, but Curtis was determined to create a sustainable business model that aligned with his vision.

BONUS CONTENT: Barrett and Curtis go through the Client Assessment that Curtis used for his client list, and Curtis has kindly allowed me to provide this Assessment to our listeners.

🎙️Full show notes, guest information, and video version of this episode available at https://gwcpas.com/blog/aos-curtis-hardwick

✍️ Leave feedback for the show. I’d love to hear your input https://quark-fir-a64.notion.site/1d9dd04222f380ae96c9caae27bc1c66?pvs=105

The Art of Succession Podcast is brought to you by GWCPA. Twice a month on https://www.youtube.com/@artofsuccession, CPA and Partner Barrett Young explores the emotional and strategic challenges of leadership transition, offering honest insights and actionable advice for successors and founders. 

If you've enjoyed this episode, please share it with others. It truly helps.

Disclaimer: This podcast is for informational purposes only and does not constitute legal, tax, or accounting advice. You should consult your own advisors before making decisions related to your situation. If you don’t have an advisor yet, reach out!

The Origins of The Author’s Voice

Peter Wietmarschen’s journey began about eight years ago when his mother, Colleen, took the Certified Professional Author Assistant Course. At the time, Colleen was looking to pivot from medical transcription to a new career path. She applied for and received a scholarship to take the course, which laid the foundation for their first business, Your Literary Pros. Together, they helped self-published authors with services traditionally provided by publishing companies, such as editing, book design, and marketing.
 
In 2021, Peter and Colleen were offered the chance to purchase the courses they had once taken. Recognizing a unique opportunity, they acquired the intellectual property and began rebranding the courses as The Author’s Voice. This acquisition included not just the courses but also the established user base and reputation.

Challenges and Changes

One of the major challenges they faced was re-engaging the existing user base. The list of potential course participants was extensive but not actively engaged. They had to reconnect with previous participants and update them about the new ownership and course enhancements. This required substantial effort in marketing and communication to rebuild trust and interest.

A pivotal moment was bringing on Candy, a long-time colleague and experienced marketer. Candy’s expertise in marketing and her own experience as an author added valuable insights to their team. Together, they aimed to update and expand the course offerings to better serve the needs of self-published authors and professional author assistants.

Updating and Enhancing the Courses

Their first major step was migrating the courses to a more advanced platform, Go High Level, which provided better tools for course management and user engagement. This new platform allowed for more automation and a self-guided experience, making it easier for participants to track their progress and complete certifications.

🎙️Full show notes, guest information, and video version of this episode available at https://gwcpas.com/blog/aos-peter-wietmarschen

✍️ Leave feedback for the show. I’d love to hear your input https://quark-fir-a64.notion.site/1d9dd04222f380ae96c9caae27bc1c66?pvs=105

The Art of Succession Podcast is brought to you by GWCPA. Twice a month on https://www.youtube.com/@artofsuccession, CPA and Partner Barrett Young explores the emotional and strategic challenges of leadership transition, offering honest insights and actionable advice for successors and founders. 

If you've enjoyed this episode, please share it with others. It truly helps.

Disclaimer: This podcast is for informational purposes only and does not constitute legal, tax, or accounting advice. You should consult your own advisors before making decisions related to your situation. If you don’t have an advisor yet, reach out!

Taking Over the Family Business

Jim's path to leadership began unexpectedly. His father, who ran a small bookkeeping firm, encouraged Jim to enter the field of accounting. After starting his career at Big Four firms, Jim's direction changed when Superstorm Sandy led him to reassess his career goals. He returned to help his father's business, a move initially driven more by familial duty than financial interest.

In 2017, Jim's father received a severe cancer diagnosis, which catalyzed Jim's deeper involvement in the firm. This period was marked by Jim's realization that the business needed a strategic overhaul. His father had managed the firm more as a social endeavor, often prioritizing relationships over profitability. Jim recognized that to ensure the firm's survival, he needed to implement more rigorous financial management practices.

Jim's initial steps involved collecting outstanding accounts receivable and shedding clients who were not financially viable. This shift allowed the firm to stabilize its cash flow and begin growing. Jim's focus on turning the firm around led to the introduction of higher-level services, including CFO advisory work, which differentiated the firm from its competitors.

Rebranding and Niching Down

A pivotal moment in the firm's transformation was the decision to rebrand as Agency CPAs, focusing on digital marketing agencies. This niche focus allowed Jim to tailor services specifically to the needs of these clients, creating a competitive edge. Jim attended a marketing conference to promote the new brand, which quickly garnered interest and led to significant growth.

Jim's leadership was bolstered by a key partnership with Tiffany, an employee who had been with the firm through its toughest times. Recognizing her contributions, Jim made Tiffany a partner, creating a strong leadership team. Together, they fostered a culture of support and experimentation, which was crucial for the firm's evolution.

Lessons in Profitability

Throughout this journey, Jim learned valuable lessons about balancing high-level advisory work with essential bookkeeping services. Initially focusing solely on advisory services proved unprofitable, highlighting the need for a stable revenue base from consistent bookkeeping work. This balance was key to maintaining the firm's financial health and growth.

Looking ahead, Jim and Tiffany are committed to growing the firm's client base in this deeper niche. They focus on creating a sustainable, supportive environment for their team and clients. Jim emphasizes the importance of life insurance and succession planning to ensure continuity in case of unforeseen events. He also discusses the potential for hiring internationally, particularly from the Philippines, to support growth.

🎙️Full show notes, guest information, and video version of this episode available at https://gwcpas.com/blog/aos-jim-morrow

✍️ Leave feedback for the show. I’d love to hear your input https://quark-fir-a64.notion.site/1d9dd04222f380ae96c9caae27bc1c66?pvs=105

The Art of Succession Podcast is brought to you by GWCPA. Twice a month on https://www.youtube.com/@artofsuccession, CPA and Partner Barrett Young explores the emotional and strategic challenges of leadership transition, offering honest insights and actionable advice for successors and founders. 

If you've enjoyed this episode, please share it with others. It truly helps.

Disclaimer: This podcast is for informational purposes only and does not constitute legal, tax, or accounting advice. You should consult your own advisors before making decisions related to your situation. If you don’t have an advisor yet, reach out!

The Early Days: Joining and Leading the Family Firm

Jason's father started a small bookkeeping firm in 1997, a year before Jason entered public accounting. By 2003, Jason decided to join his father in running the firm. Despite his father's lack of funds to pay him, Jason was eager to bring in new clients and grow the business. His entrepreneurial spirit led him to introduce new strategies and higher-value services, marking the beginning of significant changes in the firm.

Challenges and Changes in Leadership

Jason faced numerous challenges, including managing clients who were accustomed to his father's way of doing business. He focused on rebranding the firm, raising prices, and enhancing the firm's image with new logos and letterheads. This period of transition required Jason to balance maintaining existing clients with attracting new ones who aligned with his vision. Over time, he gradually took over more of the firm's operations and ownership, eventually leading to his father's retirement around 2010.

Establishing Thriveal: A Community for Entrepreneurial CPAs

In 2010, Jason founded Thriveal, a network for entrepreneurial CPA firms. This initiative stemmed from his need for a supportive community of like-minded professionals. Thriveal provided a platform for CPAs to connect, learn, and grow together. The community's success highlighted the importance of collaboration and shared knowledge in the accounting industry.

Partnership and Growth with Julie

A significant turning point in Jason's journey was forming a partnership with Julie, who initially joined Blumer CPAs to handle administrative tasks. Recognizing her capabilities and complementary skills, Jason made Julie a partner. Their partnership allowed them to divide responsibilities effectively, with Jason focusing on visionary leadership and Julie on operations. This dynamic helped the firm grow exponentially, leveraging their combined strengths to build a robust and innovative organization.

🎙️Full show notes, guest information, and video version of this episode available at https://gwcpas.com/blog/aos-jason-blumer

✍️ Leave feedback for the show. I’d love to hear your input https://quark-fir-a64.notion.site/1d9dd04222f380ae96c9caae27bc1c66?pvs=105

The Art of Succession Podcast is brought to you by GWCPA. Twice a month on https://www.youtube.com/@artofsuccession, CPA and Partner Barrett Young explores the emotional and strategic challenges of leadership transition, offering honest insights and actionable advice for successors and founders. 

If you've enjoyed this episode, please share it with others. It truly helps.

Disclaimer: This podcast is for informational purposes only and does not constitute legal, tax, or accounting advice. You should consult your own advisors before making decisions related to your situation. If you don’t have an advisor yet, reach out!

Together, we'll explore how they navigated the complex blend of emotions and strategic decisions required to honor the past while forging a new and vibrant future. Your host, Barrett Young, a fellow traveler in the succession plan of a 75+ year CPA firm, invites his guests to reflect on the mindset shifts, challenges, and triumphs that have empowered them to build on their established foundations.

Whether you're just starting out or already envisioning your own succession plan, you will find insights and actionable advice to guide your journey.

🎙️Full show notes, guest information, and video versions of each episode available at https://gwcpas.com/podcast

✍️ Leave feedback for the show. I’d love to hear your input https://quark-fir-a64.notion.site/1d9dd04222f380ae96c9caae27bc1c66?pvs=105

The Art of Succession Podcast is brought to you by GWCPA. Twice a month on https://www.youtube.com/@artofsuccession, CPA and Partner Barrett Young explores the emotional and strategic challenges of leadership transition, offering honest insights and actionable advice for successors and founders. 

If you've enjoyed this episode, please share it with others. It truly helps.

Disclaimer: This podcast is for informational purposes only and does not constitute legal, tax, or accounting advice. You should consult your own advisors before making decisions related to your situation. If you don’t have an advisor yet, reach out!