Join our free workshop:

Tools for Creating a Multi-Generational Family Legacy

3 powerful tools to help you protect both your business value and your family bonds

Hosted by Elizabeth Ledoux (3rd gen) and Andrea Carpenter (2nd gen)

Upcoming Live Sessions:

October 27 - 1:00 pm MT

October 28 - 9:00 am MT

70% of Business Transitions Fail — Not Because Of Bad Numbers, But Because The People Side Gets Ignored

You've spent decades building something valuable. But here's what most owners don't realize until it's too late:

The biggest threat to your transition isn't the financials—it's the people.

When family business transitions fail, it's rarely because of bad numbers or poor legal planning. It's because:

  • The successor isn't actually ready (just "in charge")

  • Family members feel blindsided or left out

  • Key employees leave when leadership changes

  • Important conversations never happen (or happen too late)

  • Customer relationships don't transfer smoothly

The "business side" gets prioritized over relationships

The result? Thanksgiving dinners become tense. Siblings stop talking. Your life's work becomes a source of family division instead of pride.

What If Your Transition Could Actually Strengthen Your Family?

Imagine stepping away from your business knowing that:

✅ Every family member feels valued and heard
✅ Your successor is confident and prepared (not resentful or overwhelmed)
✅ Business relationships remain strong under new leadership
✅ Holiday gatherings are celebrations, not awkward encounters
✅ Your legacy brings the family together instead of tearing it apart

This isn't wishful thinking. It's exactly what happens when you plan your transition with the people side at the center—not just the paperwork.

In This 60-Minute Workshop, You'll Discover:

Why Most Advisors Miss The Critical Piece

Your CPA can structure the deal. Your attorney can draft the documents. Your financial advisor can plan the tax strategy.

But who helps you:

  • Prepare your successor so they're actually ready (not just next in line)?

  • Navigate the conversation with your other kids who won't be in the business?

  • Keep your key team members loyal through the transition?

  • Transfer the customer relationships and industry reputation you've spent decades building?

That's the gap most transitions fall into. We'll show you how to bridge it.

The Framework That Changes Everything

We'll walk you through our proven 3-part framework that addresses what your other advisors can't:

Part 1: How to start the conversation about your future without creating panic, resentment, or family chaos. (Most owners either avoid this entirely or handle it so poorly it backfires.)

Part 2: The tool that helps you figure out what you know, what you kind of know, and what you can't possibly know yet—so you stop trying to have all the answers before you begin.

Part 3: How to build a flexible roadmap that prepares your successor over time (not overnight), protects your other relationships, and adapts as life unfolds.

Real Solutions For The Hard Stuff

✅ What to do when your successor isn't quite ready yet (but you can't wait forever)
✅ How to involve your other children without giving them false expectations about running the company
✅ When family conflict is already simmering—how to move forward anyway
✅ Why trying to plan everything in a vacuum actually makes transitions harder
✅ How to handle the timing when life doesn't cooperate with your timeline

Meet Your Workshop Leaders

Elizabeth Ledoux

Founder

30+ years guiding family businesses through transition with a 100% success rate (when clients complete the process). Known for her relationship-first methodology.

Andrea Carpenter

CEO-in-Training

Next-gen leader currently in transition herself. Offers a fresh, relatable perspective on what successors really need—and what most advisors overlook.

Together, Elizabeth and Andrea bring both sides of the transition to life: what it means to let go and what it takes to step up.

What Others Are Saying

"A True Roadmap for Complex Conversations"

We kept our relationships intact while having conversations that used to feel impossible.

— Peter Dueck, Co-President at Vidir Solutions

"From Isolation to Guidance"

I now feel less alone. This gave me the clarity and confidence I needed.

— Lori Gama, Owner of DaGama Web Studio and Digital Marketing Agency

"Beyond Just Selling Your Business"

It’s not just about selling—it’s about designing the future you want.

— Daniel Spaeth, Owner of Dent Mechanic Group

WE'RE HERE TO HELP YOU NAVIGATE YOUR TRANSITION

You've built something valuable. Your transition should honor that—and honor the people who helped you build it.

Whether you're thinking 2 years out or 10, the conversations you start today shape how your transition unfolds.

Most business owners focus exclusively on the technical side—the legal structures, the tax strategies, the valuation. That stuff matters. But it's not where transitions fail.

Transitions fail when:

  • The successor wasn't truly prepared

  • Family dynamics weren't addressed

  • Key people felt left out or blindsided

  • The hard conversations kept getting postponed

This workshop gives you the framework to handle the part your other advisors aren't equipped for.

This Workshop Is Your Next Right Step Toward A Transition That:

  • Preserves your most important relationships (family, team, customers)

  • Prepares your successor to actually succeed (not just inherit a title)

  • Protects the business value you've worked so hard to build

  • Creates a Next Adventure™️ you're genuinely excited about

Let's make sure your transition is built on more than paperwork.

Let's build it on clarity, preparation, and the relationships that matter most.

Frequently Asked Questions

I'm not ready to leave my business yet. Is this still relevant?

Absolutely. In fact, the earlier you start, the better. Most successful transitions unfold over 3-7 years (or longer). This workshop helps you understand where you are, what needs to happen, and how to build a roadmap that works for your timeline—not someone else's.

I already have legal and financial advisors. What will this add?

Your advisors are essential for the technical side. This workshop addresses what they typically don't: preparing your successor, aligning your family, keeping your team intact, and having the conversations that most owners avoid until it's too late. Think of this as the missing piece that makes everything else work.

My successor isn't ready yet. Should I wait?

That's exactly why you should attend. We'll show you how to build a development roadmap for your successor so they're actually prepared when the time comes. Most owners either wait too long or hand things over too soon. There's a better way.

What if I have multiple kids but only one will run the business?

This is one of the biggest challenges business owners face—and one we address directly. We'll show you how to honor all your children while protecting the business and avoiding the "entitlement trap" that destroys so many transitions.

I'm worried about family tensions. Will this help?

Yes. We'll show you how to move forward even when there's existing conflict, and how to prevent the common mistakes that create unnecessary tension. You don't have to have everything figured out or everyone agreeing before you begin.

Can I make real progress in just one workshop?

This workshop gives you the framework and tools to start. You'll walk away with clarity on what you know, what you don't know yet, and your next steps—including how to introduce these ideas to your family and successor without creating panic or resistance. Many attendees say it's the conversation that finally gets them unstuck.

What if I'm not sure my kid actually wants to take over?

That's a critical question—and avoiding it doesn't make it go away. We'll give you tools to have that conversation in a way that's honest and productive, not guilt-driven or confrontational. Sometimes the answer is "yes, but not yet." Sometimes it's "actually, no." Either way, you need to know.

Is this only for family businesses?

While our expertise is in family business transitions, the framework applies if you're transitioning to a key employee, a management team, or even preparing for an outside sale. The people side matters regardless of who's taking over.

Upcoming Live Sessions:

October 27 - 1:00 pm MT

October 28 - 9:00 am MT