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The Art of Succession

The Art of Succession

著者： Barrett Young | GWCPA
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Stepping into the role of business owner is one of the most challenging endeavors you'll undertake. Buying that business from someone you already know amplifies the risk of mistakes. On The Art of Succession Podcast, you'll hear from entrepreneurs who've successfully transitioned from employee to owner by acquiring businesses from parents, former bosses, or co-founders. 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 story of a 75+ year CPA firm himself, 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.2024 GW CPA LLP マネジメント マネジメント・リーダーシップ リーダーシップ 経済学
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  • Why Family Business Successions Fail Due to Emotion, Ego, and Poor Planning | Chip Scholz

    Why Family Business Successions Fail Due to Emotion, Ego, and Poor Planning | Chip Scholz
    2026/10/06
    This GPT has already supported hundreds of multi-generational businesses through complex transitions, and I’ve translated that experience into a free Custom GPT available on our website. Explore it here: https://bit.ly/art-of-succession-our-GPT ------------------------------------------------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, CPA, welcomes Chip Scholz, Founder & Owner of Scholz and Associates and author of Multiple books. Chip shares how his career in sales, lobbying, executive coaching, and years working with family owned logistics businesses shaped his views on succession. He explains why succession is about more than retirement, how the right questions help leaders make better decisions, and why planning for the future protects both the business and the family. The conversation covers leadership, family dynamics, identity, coaching, and building a meaningful legacy. Chip Scholz shares how his career in sales, lobbying, and executive coaching led him to work closely with family owned logistics businesses and their succession challenges. He explains why successful transitions require honest conversations, thoughtful coaching, and preparing both the business and the people for change. Chip also discusses family relationships, leadership, building confidence in the next generation, his Five Cs coaching framework, and why planning early helps protect both the business and the legacy.Key Takeaways:Chip Scholz shares how his career in sales, lobbying, and executive coaching led him to work with family-owned logistics businesses.Why honest conversations and thoughtful coaching help leaders prepare for successful business succession.Lessons from working with family businesses on leadership, legacy, and handing responsibility to the next generation.How his Five Cs framework helps leaders make better decisions and prepare for meaningful transitions.His work today focuses on coaching leaders, writing books, and helping business owners build lasting legacies.Here are a few quotes from the episode:“I'm either running an asset or a legacy, and I'd really rather run an asset.” - Chip Scholz“We know what to do, but we don't always do it.” - Chip Scholz“I want to remain useful.” - Chip ScholzJoin Chip Scholz, executive coach and author of Handoffs: A Business Fable About an Urgent Transition Within a Family Business, as he shares lessons from sales, lobbying, executive coaching, and years of work with family-owned logistics businesses. He explains how honest conversations, thoughtful leadership, and his Five Cs framework help business owners prepare for succession, strengthen the next generation, and build a lasting legacy.Episode Highlights[00:00:00] - Teaser[00:02:08] - Introducing guest Chip Scholz[00:03:39] - Herb Scheer's choice: asset vs. legacy[00:05:09] - Herb grew Genco from $300K to $1.6B[00:07:45] - Building for external sale: board, phantom stock, strategic acquisitions[00:09:40] - Chip's backstory: from lobbyist at BFI to consultant[00:12:43] - First big break: speaking at warehousing association convention[00:14:13] - Running mastermind groups for 35+ family businesses[00:16:26] - Using DISC profiles as coaching entry point[00:18:58] - What Chip loves about family businesses: humility and legacy[00:27:43] - The family lawsuit nightmare: 17 shareholders, fired son, daughter takes over[00:29:46] - Coaching through family baggage and "boat anchor" employees[00:31:53] - Chip's rule: ask hard questions, never give advice[00:34:37] - The Five Cs framework: Context, Clarity, Conditioning, Choice, Character[00:37:02] - Applying the Five Cs to Chip's own succession: stroke, weight loss, woodturning[00:41:34] - Coaching those who don't want to retire but need a plan[00:44:26] - Chip's writing journey: 4 books in a year, sparked by Storyworth gift[00:49:46] - The "love tap": why you can't wait for a health scare to plan[00:54:41] - Three stages of retirement: vacation, depression, mission[01:00:01] - Lightning round: coffee, woodturning, red velvet, fall mornings[01:05:46] - Upcoming: "Handoffs" launch and next book inspiredDisclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review.If today's conversation resonated with you, explore Chip Scholz's books below for more insights on leadership, succession, and building a lasting legacy.Small Decisions, Big Shifts: https://a.co/d/06TwM9qt Every Dog Has Its Day: https://a.co/d/0huQdkPE FOLLOW THE GUEST:Chip Scholz - LinkedIn: https://www.linkedin.com/in/chipscholz/ Chip Scholz - Instagram: https://www.instagram.com/chipscholz/ Chip Scholz - Facebook: https://www.facebook.com/Chippturns Chip Scholz - Thread: https://www.threads.com/@chipscholz...
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    1 時間 8 分
  • How We Rebuilt Our Business After Losing Key Team Members

    How We Rebuilt Our Business After Losing Key Team Members
    2026/09/15
    This GPT has already supported hundreds of multi-generational businesses through complex transitions, and I’ve translated that experience into a free Custom GPT available on our website. Explore it here: https://bit.ly/art-of-succession-our-GPT ------------------------------------------------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, CPA, a Tax and Marketing Partner at GWCPA, shares the firm's Quarter Three 2026 update and an honest look at the firm’s ongoing succession journey. In this episode, Barrett discusses the challenges of operating with a smaller team, the unexpected benefits of reduced capacity, and how GWCPA is becoming more intentional about the clients and services it takes on. He also explores the role of offshoring, the limitations of AI in solving current staffing challenges, developing his team into stronger tax reviewers, and the firm’s evolving vision for long-term client transformation.Barrett shares how GWCPA has responded to multiple team departures while still entering the end of tax season further ahead than ever before. He explains why the current staffing challenge is really a business model problem, how the firm is rethinking its services and capacity, and why he has temporarily stepped back into the tax reviewer role. He also discusses the future of AI and accounting, the importance of using technology to remove low-value work rather than replace human judgment, and the firm’s goal of becoming a transformational partner for business owners through succession and exit planning.Barrett also reflects on the bigger purpose behind GWCPA’s work, including the importance of developing future leaders and building a company that can continue beyond its current owners. From Katie passing all four sections of the CPA exam in six months to redefining what a long-term GWCPA client should look like, this quarter three update explores the challenges, progress, and long-term vision shaping the firm’s next chapter.Key Takeaways:Why GWCPA is intentionally staying smaller while reassessing its business model and client base.Why offshoring may play a role in GWCPA’s long-term staffing strategy, but is not a short-term solution.How GWCPA is preparing its team to become stronger tax reviewers through peer review and structured workflow.Why developing future leaders and building a company that can outlast its current owners is central to GWCPA’s succession journey.Additional Insights:Why reduced capacity can create an opportunity to become more selective about clients and services.Why GWCPA’s goal with offshoring is to elevate existing team members rather than simply replace preparation staff.What Barrett believes should define a three-, ten-, twenty-, or forty-year GWCPA client relationship.Here are a few quotes from the episode:“It’s a business model problem. It’s not a staffing problem.” - Barrett Young, CPA“The future is going to be accountants plus AI.” - Barrett Young, CPA“The tax return is a piece of what we do. It’s an entry point.” - Barrett Young, CPAJoin Barrett as he shares GWCPA’s Quarter Three 2026 update and provides an honest look at the firm’s succession journey. Hear how a smaller team, staffing challenges, AI, and changing business needs are shaping the firm’s strategy. Barrett also discusses developing future leaders, redefining the client experience, and building a company that can continue creating value long after its current owners step away.Episode Highlights[00:00] - Teaser[03:06] - Why Q3 Was a Difficult Quarter [07:09] - Refocusing the Business Around the Right Clients [12:36] - Turning a Staffing Problem Into a Business-Model Problem [18:43] - The Need for Experienced Tax Reviewers [21:24] - Current Standing For The Coming Tax Season[30:55] - AI, Accounting, and the Future of Trusted Advisors[37:31] - Redefining the GWCPA Client Journey Through Succession and Legacy[47:26] - Q4 Priorities and What Comes Next 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 Podcasts: 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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    49 分
  • The Exit Planning to Save Your Business Legacy through Acquisitions with Jay Bourgana

    The Exit Planning to Save Your Business Legacy through Acquisitions with Jay Bourgana
    2026/09/01
    This GPT has already supported hundreds of multi-generational businesses through complex transitions, and I’ve translated that experience into a free Custom GPT available on our website. Explore it here: https://bit.ly/art-of-succession-our-GPT ------------------------------------------------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, CPA, talks with Jay Bourgana, Partner at MashTank, Founder & Mentor of Acquisition Collective, about buying, growing, and preparing businesses for succession. Jay shares how his career in banking, manufacturing, turnaround consulting, and real estate led him to complete more than 20 acquisitions. He also explains how strong teams, clear systems, clean data, and simple exit plans can increase business value. The conversation covers culture, leadership, AI, owner readiness, and why larger businesses can sometimes be safer to acquire than smaller ones. Jay Bourgana shares how his background in banking, manufacturing, and business turnarounds led him to build companies through acquisitions and complete more than 20 deals. He explains how strong leadership teams, clear systems, and careful culture building can help acquired businesses improve without losing the people and relationships that made them successful. Jay also discusses earning employee trust, preparing owners for an exit, keeping the business story simple, cleaning company data, and using better information to support growth, value, and succession.Key Takeaways:Jay Bourgana shares how banking, manufacturing, and turnaround work led him into business acquisitions.Why strong teams, clear systems, and healthy cultures are essential for growing acquired companies.Lessons from completing more than 20 acquisitions and helping businesses prepare for succession.How keeping an exit plan simple and improving clean data can increase business value.His work today focuses on helping entrepreneurs buy, grow, and manage strong cash flow businesses.Here are a few quotes from the episode:“Before we talk about AI, let's think about our data first.” - Jay Bourgana“The more simple the story is, the more options you have.” - Jay Bourgana“If you're going to buy a business, buy the largest business you can afford because bigger usually is harder to kill.” - Jay BourganaJoin Jay Bourgana, operator, investor, and Founder of Acquisition Collective, as he shares lessons from banking, manufacturing, turnaround consulting, and completing more than 20 acquisitions. He explains how strong teams, clear systems, healthy cultures, and clean data can improve business performance while helping owners prepare for growth, successful exits, and long-term succession..Episode Highlights[00:00:00] - Teaser[00:01:52] - Introducing guest Jay Bourgana[00:02:16] - Jay's mission: saving businesses and communities through succession[00:05:26] - Jay's background: banking, manufacturing in China, and turnaround consulting[00:06:20] - Selling 70% of company, doing 25 acquisitions, and retiring to Hawaii[00:08:21] - Why acquisitions became necessary: rising CAC, need to increase LTV[00:11:44] - Building culture and management bench: "80% of a turnaround was people"[00:15:31] - How Jay sold his company: cold email led to culture video that sealed the deal[00:18:40] - Balancing profits with culture: happy people drive margins and referrals[00:23:03] - Post-acquisition trust-building: fix visible issues first, implement big changes in year two[00:25:29] - Why Jay returned from retirement: missed learning, the arena, and mentoring[00:31:14] - Starting Acquisition Collective: leveraging mastermind groups and free M&A education[00:33:46] - Cutting through acquisition hype[00:39:39] - Don't make big changes right before selling[00:43:44] - AI's impact on accounting and professional services[00:48:55] - AI will kill the billable hour model[00:52:34] - Clean up your data before worrying about AI[00:58:14] - Bigger businesses are safer than small ones[01:04:49] - Jay's kids' business school program[01:07:09] - Where to find Jay BourganaDisclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review.FOLLOW THE GUEST:Jay Bourgana - LinkedIn: https://www.linkedin.com/in/jay-bourgana/ Jay Bourgana - Facebook: https://www.facebook.com/jay.bourgana Jay Bourgana - Instagram: https://www.instagram.com/jay_bourgana/ Company LinkedIn - MashTank: https://www.linkedin.com/company/mashtank/ Company LinkedIn - Acquisition Collective: https://www.linkedin.com/company/acquisition-collective/ Company Website - MashTank: https://mashtank.com/ Company Website - Acquisition Collective: https://acquisitionscollective.biz/ YouTube - Acquisition Collective: https://...
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    1 時間 8 分
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