In this episode, host Elizabeth Ledoux is joined by Mark Richards, Principal of the Winged Keel Group.

Mark shares his insights on legacy preservation and wealth transfer strategies. He also shares his personal experience with succession planning, including the importance of having an advisory board to hold him accountable. Tap or click the play button below to listen to: Insights on Legacy Preservation & Wealth Transfer Strategies with Mark Richards.

The Business Transition Roadmap Podcast with Elizabeth Ledoux

How do communities thrive? When businesses experience healthy growth and transition. Join CEO of The Transition Strategists, Elizabeth Ledoux as she and her guests identify what makes a successful business transition roadmap. If you know you want to transition or exit your business “one day”, today is the right day to start planning. This show will give you the roadmap.

https://transitionstrategists.com/cat...

The Transition Strategists have created a podcast exclusively for business owners: The Business Transition Roadmap.

Please join Elizabeth Ledoux and special guests as they share their insights into how to:

Assess potential successors
Set goals for your business transition
Communicate effectively during succession planning
Address the issues unique to family businesses
Plan a meaningful Next Adventure
Optimize the odds of a successful business transition
Execute the steps in successor development
Prepare your company for new leadership
Treat yourself and others fairly as you execute your transition
Assess various sale options
Create a roadmap to reach the transition you desire all while maintaining your relationships with the most important people in your life.

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