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Your Next Gen Friend: A Successor's Guide to Business Transition

Your Next Gen Friend: A Successor's Guide to Business Transition

著者: Andrea Carpenter
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Your Next Gen Friend is the podcast for successors—whether you’re stepping into a family business, a privately held company, or simply the expectations tied to someone else’s legacy. I’m Andrea: G2, a successor in a privately owned business, and a guide for the next generation navigating identity, pressure, and purpose inside family systems. This show is for those of us in the in-between... honoring what came before while trying to build something that’s truly our own. Whether you’re blood family or the trusted non-family leader stepping in, this is your space for real conversations about what it actually means to succeed, on your terms. You’re not alone in this. And I hope that makes all the difference.Copyright 2025 Andrea Carpenter 経済学
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  • No Questions on Sundays: Boundaries, Identity, and Working With Dad in the Family Business
    2025/12/18

    What do you do when you’re grateful for your last name… but you don’t want it to be the first thing people see?

    In this episode, Andrea talks with Brecken Glenn, a next-gen leader at Affinity Partners in Northern Colorado, about the messy middle of stepping into a family business while trying to build your own credibility, confidence, and identity. Brecken shares the defining moment she chose alignment over another credential, how she navigated the fear that people only saw her last name, and the surprisingly practical boundaries she and her dad put in place to protect both the business relationship and the personal one—like calling him “Ryan” in the office, and a rule that still makes her laugh: no questions on Sundays.

    If you’re a successor trying to lead well and stay whole, this conversation will feel like permission.

    In this episode, you’ll learn:

    • Why Brecken thought she’d never join the family business—and what changed
    • How to make an honest ask for a role (without entitlement)
    • What to do with the “am I only here because of my name?” spiral
    • Boundary practices that actually work when you work with a parent
    • Why succession isn’t an event—it’s a roadmap you adapt as you go
    • What it means to be the first woman in your family to step into the role


    Connect with Brecken Glenn:

    LinkedIn: https://www.linkedin.com/in/brecken-schaefer/

    Company: https://affinityrepartners.com/


    Connect with Andrea Carpenter and Your Next Gen Friend:

    Website: https://yournextgenfriend.com/

    Your Next Gen Friend on Instagram: https://www.instagram.com/yournextgenfriend/

    Your Next Gen Friend on Youtube: https://www.youtube.com/@yournextgenfriend

    Andrea on LinkedIn: https://www.linkedin.com/in/andreashaver/


    Subscribe to "Your Next Gen Friend" on your favorite podcast player:

    Spotify: https://yournextgenfriend.com/open-spotify

    Apple Podcasts: https://yournextgenfriend.com/apple-podcast


    Podcast theme music by Transistor.fm.


    Chapters in This Episode

    00:00 – Welcome + how Andrea and Brecken met (Bailey Program)

    03:12 – Brecken’s origin story: “I thought I’d never do real estate”

    04:20 – COVID pivot + starting on the brokerage side

    06:02 – The honest ask: “Will you make space for me?”

    07:52 – The defining moment: choosing herself (and walking away from the

    master’s)

    11:22 – The last-name fear + trying to be “just Brecken” in the room

    16:44 – Working with dad: what it’s really like

    17:15 – Boundary #1: “Call me Ryan in the office”

    18:40 – Boundary #2: “No questions on Sundays”

    19:50 – Boundary #3: naming the lens (daughter vs. employee)

    22:22 – Holidays + not letting work dominate family space

    24:46 – Five years in: confidence, brand, and being seen for contribution

    27:25 – Leadership outside the business: ULI + community identity

    29:52 – Long runway +

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    44 分
  • The Emotional Side of Succession: How Mitch Gambert Navigated a Third-Generation Handoff
    2025/12/04

    What really happens when the business you’re buying belongs to your parents — and everyone has an opinion about what’s “fair”?

    Today’s episode dives into the emotional, operational, and relational reality of third-generation succession with Mitch Gambert, the new owner of Gambert Shirts, a legacy American shirtmaker in Newark, NJ.

    If you’re in the thick of a transition — managing expectations, navigating sibling fairness, or trying to separate family identity from business decisions — this episode will feel like a deep exhale.

    Mitch shares candidly about the years-long process of structuring his buyout, the emotional push-pull with his parents, and why succession feels like starting over… even after 20+ years in the business.

    In this episode, you’ll learn:

    • How Mitch found his way back into the business after 9/11
    • The moment he realized he wanted to buy the company
    • Why sibling fairness became the hardest emotional layer
    • The importance of facilitated conversations and strong legal teams
    • What Mitch wishes more successors understood about “starting over”
    • What he’s building now as the third-generation owner

    ________________________________________

    Connect with Mitch Gambert:

    Website: https://gambertshirts.com

    Email: mitchg@gambertshirts.com

    Connect with Andrea Carpenter and Your Next Gen Friend:

    Website: https://yournextgenfriend.com/

    Instagram: https://www.instagram.com/yournextgenfriend/

    YouTube: https://www.youtube.com/@yournextgenfriend

    Andrea on LinkedIn: https://www.linkedin.com/in/andreashaver/

    Subscribe to “Your Next Gen Friend” on your favorite podcast player:

    Spotify: https://yournextgenfriend.com/open-spotify

    Apple Podcasts: https://yournextgenfriend.com/apple-podcast

    Podcast theme music by Transistor.fm.

    ________________________________________


    Chapters in This Episode


    00:00 – Episode open + host intro

    01:00 – Mitch joins the conversation

    02:15 – Growing up in the factory & the multigenerational origin story

    05:20 – The journey back after 9/11: choosing the family business

    08:35 – When the idea of buying the company actually began

    10:15 – Navigating sibling equity, fairness, and future upside

    12:30 – The emotional push-pull with parents during negotiations

    15:40 – Why facilitated conversations mattered

    18:45 – “Starting over” at 52 and the realities of third-generation transition

    22:48 – The hardest part: separating emotion from business

    25:50 – What went well and what Mitch would recommend to others

    28:10 – What’s next for Gambert Shirts

    31:00 – Reflection Round: Andrea’s three signature questions

    33:40 – Close + outro



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    35 分
  • IMAP 101: Know Your Wiring to Lead Like You
    2025/11/20

    Ever felt like you’re wearing someone else’s leadership suit? In family business, it’s easy to inherit roles, patterns, and assumptions that don’t fit. In this solo episode, Andrea breaks down the IMAP assessment—a practical framework to name your natural wiring so you can lead with clarity (not copycat energy).

    You’ll learn how motivated roles map to a project’s lifecycle (Idea → Prototype → Develop → Refine → Maximize), why operating outside your role drains energy, and how temperament and impact style shape the way you show up.

    What You’ll Hear in This Episode

    • The 5 motivated roles and how to find yours across a project’s lifecycle
    • Why “not my role” ≠ weakness—and how role-misalignment mimics burnout
    • Andrea’s wiring (Refiner/Maximizer, Internal Futurist, Feeler-Planner, Analyst) and how it shows up in client work
    • Practical scripts for teammates with different temperaments (planner vs. adapter, internal vs. social)
    • How successors can design roles that fit them—not just the previous leader
    • Invite: Fall IMAP cohort for successors who want to apply this in community


    Connect with Andrea Carpenter and Your Next Gen Friend:

    • Website: https://yournextgenfriend.com/
    • Your Next Gen Friend on Instagram: https://www.instagram.com/yournextgenfriend/
    • Your Next Gen Friend on Youtube: https://www.youtube.com/@yournextgenfriend
    • Andrea on LinkedIn: https://www.linkedin.com/in/andreashaver/


    Subscribe to "Your Next Gen Friend" on your favorite podcast player:

    • Spotify: https://yournextgenfriend.com/open-spotify
    • Apple Podcasts: https://yournextgenfriend.com/apple-podcast


    Podcast theme music by Transistor.fm.

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    24 分
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