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You Built the Vision.

Shape the Legacy.

Whether you're considering selling, transitioning internally, or just starting to imagine what’s next—this guide reveals five critical elements that most CPAs and attorneys overlook.

They’re the parts that protect not only your wealth, but your relationships.

What best describes you? (Optional)

You’ve Built A Successful Business. Now It’s Time To Plan For What Happens When You’re No Longer Running It.

Most family business owners don’t know where to start when it comes to succession planning. Which means you put off making a plan or assume your CPA or attorney will “take care of it.”

The problem is – financial and legal documents alone won’t prevent family conflict, protect your team, or keep the business running smoothly.

That’s why we designed this guide. We’re walking you through 5 critical parts of a future plan most professionals overlook — so you can avoid painful mistakes, protect what you’ve built, and make sure your family isn’t left guessing.

In this Guide you'll learn:

A typical plan covers the money. A complete roadmap covers the people, too.

How to create a vision for your Next Adventure™—so you’re moving toward something meaningful, not just stepping away

Why developing your successor’s leadership skills early matters more than their résumé

How to surface emotional undercurrents before they derail trust and progress

How to shift real decision-making authority—not just titles

How to align your transition with the goals of your family, team, and stakeholders

Typical Plan vs. Complete Roadmap

TYPICAL PLAN

  • Taxes

  • Legal

COMPLETE ROADMAP

  • Taxes

  • Legal

  • Emotions

  • Governance structures

  • Successor development

  • Relationship alignment

This guide is for you if:

You're thinking about transition but aren't sure where to start

You already have advisors but feel something’s missing

You care about both your business and your relationships

You want to prepare your successor to thrive—not just survive

You want to make sure your successor (family or not) is actually ready

Brought to you by The Transition Strategists

Elizabeth Ledoux

Founder

Elizabeth has spent 30+ years helping family and privately held businesses navigate successful transitions. With her relationship-first approach, she’s achieved a 100% success rate guiding owners through the emotional, leadership, and legacy challenges that most advisors overlook.

Andrea Carpenter

CEO-in-Training

Andrea brings both professional expertise and successor experience to The Transition Strategists. Currently working alongside Elizabeth to lead their own leadership transition, Andrea offers a fresh, next-generation perspective on what it takes to prepare successors—and preserve relationships.

Together, Elizabeth and Andrea bring a powerful balance of wisdom and fresh perspective to transition planning—showing you how to align leadership, legacy, and relationships for lasting success.

Ready to transition with confidence—not just paperwork?