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On the show
From 12 epsHost
Recent guests
Recent episodes
How Business Owners Can Build a Company That Runs Without Them Using Succession Planning
Jun 16, 2026
48m 31s
Leadership Succession Models for Founders to Scale Impact and Sell Without Chaos with Bob Labbe
Jun 2, 2026
57m 21s
Succession Planning Secrets for CPAs to Buy into Partnerships with Confidence - Albert Butler CPA MBA
May 19, 2026
1h 05m 08s
Succession Planning for CPA Firm Leaders to Future-Proof a 125-Year Legacy - Rebekah Olson, CPA
May 5, 2026
1h 07m 15s
Succession Strategies for First-Time Business Buyers to Exit Profitably with Jennifer Fizer
Apr 21, 2026
1h 03m 50s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/16/26 |  How Business Owners Can Build a Company That Runs Without Them Using Succession Planning | 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 Two 2026 update and an inside look at their own succession journey. In this episode, Barrett discusses podcast growth, strategic planning, team changes, and the launch of the Beyond the Owner YouTube channel. He reflects on leadership transitions, the impact of AI on the accounting profession, developing future leaders, and building a long-term vision for the firm as it prepares for continued growth and succession.Barrett is not just leading the firm through change; he is working to build a company that can grow beyond any one person. In this update, he shares how GWCPA is responding to key team departures, strengthening internal systems, and capturing knowledge through processes and custom GPTs. He discusses developing future leaders, exploring new ownership models, and preparing the team for an AI-driven future. By focusing on vision, adaptability, and long-term planning, Barrett is helping position the firm for continued growth and succession.Barrett has spent the past year sharing GWCPA’s succession journey while building for the future. In this quarter two update, he explains how the firm is handling team changes, strategic planning, and the shift toward Beyond the Owner. He shares plans to strengthen systems, develop future leaders, and capture knowledge through SOPs and custom GPTs. His approach blends clear vision, adaptability, and long-term planning as the firm prepares for AI, growth, and future succession.Key Takeaways:Barrett’s focus on building a firm that can grow beyond any one person.How strategic planning and EOS help create alignment around the company’s long-term vision.The impact of key team departures and the importance of building depth across the organization.Why developing future leaders and capturing knowledge are critical for succession.How GWCPA is preparing for growth, AI, and future ownership through clear planning and adaptability.Additional Insights:How separating the podcast and company channels helps create a clearer focus for each audience.The role of strategic planning is to align the team around a shared vision and future goals.Why documenting knowledge through SOPs and custom GPTs helps strengthen the firm.How leadership development and CPA training support the next generation of professionals.Why principles, adaptability, and long-term thinking are guiding the firm through growth, succession, and AI-driven change.Here are a few quotes from the episode:“The captain is not the ship.” - Barrett Young, CPA“GW is more than the people who make up GW.” - Barrett Young, CPA“Principles are flexible.” - Barrett Young, CPAJoin Barrett as he shares the Quarter Two 2026 update from GWCPA and provides an inside look at the firm's succession journey. Hear how strategic planning, leadership development, and new systems are helping the team navigate change after the departure of key employees. Barrett also discusses the launch of the Beyond the Owner channel, the firm's approach to AI, and the principles guiding a long-term vision for growth, succession, and client service.Episode Highlights[00:00] - Teaser[01:47] - Q2 2026 Update & Podcast Milestones[04:43] - Splitting YouTube: "Art of Succession" vs. "Beyond the Owner"[07:06] - Future Plans: Co-Host & Media Company Vision[09:22] - Recent Summits: Nashville & Thrive (Alignment)[13:41] - Strategic Planning: 10-Year Principles Over Fixed Vision[15:16] - Key Team Departures: Tax Reviewer & Manager Resign[19:22] - Captain & Ship: GW Is Bigger Than Any Person[22:27] - AI Strategy: Proactive Adaptation, Not Waiting to Retire[25:19] - Bright Spot: Team Member Passing CPA Exams[28:22] - Changing the Partner Succession Model[35:38] - All Hands on Deck After Key Losses[38:12] - New CRM & Systematized Marketing[42:37] - Defining the Client Roadmap (Year 1 to 40)[45:22] - Leadership Growth: Sharing Internal Process with Team[47:41] - Closing: Gratitude & Season 5 PreviewFOLLOW 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 Podcast: 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 | 48m 31s | ||||||
| 6/2/26 |  Leadership Succession Models for Founders to Scale Impact and Sell Without Chaos with Bob Labbe✨ | leadership successionentrepreneurship+4 | Bob Labbe | The Ultimate Drink Coaster Co. LLCbook on improving golf putting | — | leadership successionentrepreneurship+4 | — | 57m 21s | |
| 5/19/26 |  Succession Planning Secrets for CPAs to Buy into Partnerships with Confidence - Albert Butler CPA MBA✨ | succession planningaccounting+3 | Albert Butler | national CPA firmBig Four firms+1 | — | succession planningCPAs+5 | — | 1h 05m 08s | |
| 5/5/26 |  Succession Planning for CPA Firm Leaders to Future-Proof a 125-Year Legacy - Rebekah Olson, CPA✨ | succession planningleadership+3 | Rebekah Olson | Maryland Association of CPAsGPT | — | succession planningCPA+3 | — | 1h 07m 15s | |
| 4/21/26 |  Succession Strategies for First-Time Business Buyers to Exit Profitably with Jennifer Fizer✨ | business acquisitionsfinancial management+3 | Jennifer Fizer | MKB CFO and BookkeepingThe Financial Operator Podcast | — | business buyerexit strategies+3 | — | 1h 03m 50s | |
| 4/7/26 |  How Business Owners Can Avoid Selling Out and Protect Their Legacy with Angelo D’Amico✨ | business ownershipleadership transition+3 | Angelo D’Amico | Canada Rubber Group Inc.Stable Marketing Inc.+1 | — | business legacyleadership+4 | — | 1h 02m 38s | |
| 3/17/26 |  The Succession Planning for CPA Firm Owners to Build a Business That Runs Without Them✨ | succession planningCPA firm management+4 | — | GWCPA | — | succession planningCPA firm+5 | — | 1h 00m 22s | |
| 3/3/26 |  Succession Strategies for Founders to Retain Clients Using Sniper Marketing with Ben Baker✨ | succession strategiesclient retention+4 | Ben Baker | I AM BenBakerGet to know Ben Baker+1 | — | successionmarketing+4 | — | 1h 13m 12s | |
| 2/17/26 |  How New Leaders Can Inherit a Business Without Losing Trust or Breaking Culture with Keegan Evans✨ | leadershipbusiness culture+3 | Keegan Evans | EudaBeyond Earth Ventures+2 | — | leadershipbusiness culture+3 | — | 1h 01m 53s | |
| 2/3/26 |  A Young CEO Lost His Family Business to Rebuild Purpose and Legacy in Succession with James Kell✨ | family businessentrepreneurship+3 | James Kell | scratchie.comSailing Virgins+1 | — | family businessleadership+5 | — | 59m 50s | |
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| 1/20/26 |  How Young Entrepreneurs Take Over Businesses and Succeed in Succession Planning with Colin Sanburg✨ | entrepreneurshipbusiness succession+3 | Colin Sanburg | FinElevateAbacus Unlimited+1 | — | ownership readinessentrepreneurship+3 | — | 1h 01m 59s | |
| 1/6/26 |  The Succession Strategies for Founders to Scale Businesses and Let Go of Control with Doug Thorpe✨ | succession planningleadership development+3 | Doug Thorpe | HeadwayExec, LLC | — | succession strategiesbusiness owners+3 | — | 59m 34s | |
| 12/16/25 |  The Shift from Hourly to Subscription to Build the Value and Modernize a CPA Firm✨ | subscription-based pricingCPA firm modernization+3 | — | EOSAI+1 | tax preparationbusiness transition | CPA firmsubscription model+3 | — | 55m 06s | |
| 12/2/25 |  The Bootstrapped Growth for Podcasters to Succeed with Acquisitions and Systems with Alex Sanfilippo | The 30-Question Ownership Readiness Diagnostic. Identify your gaps in finance, leadership, and revenue creation before you take the leap. Get your score, get your plan. (It’s FREE!)👉 https://bit.ly/ownership-mindset-scoreapp ------------------------------------------------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 talks with Alex Sanfilippo, Podcaster & Founder at PodMatch, a podcast guest matching platform that has helped thousands of podcasters connect with their ideal guests. Alex shares his journey from working in aerospace to building PodMatch from the ground up. He talks about the lessons learned from pivoting from a corporate career to full-time entrepreneurship, including his approach to scaling a business, making strategic acquisitions, and maintaining a people-first mentality.In this episode, Alex discusses the challenges of creating PodMatch, his approach to handling business growth, and how strategic decisions like acquiring competitors have allowed him to solidify credibility and expand his brand. They also explore the power of podcasting as a tool to build trust, authority, and lasting connections with audiences.Key Takeaways:Alex bootstrapped PodMatch to solve his personal pain point of finding the right podcast guests.He transitioned from aerospace corporate leadership to full-time entrepreneurship.Acquiring competitors helped establish trust and credibility in the podcasting space.He prioritizes user benefit over revenue, which has been crucial to his business’s success.Podcasting is a powerful tool for building trust, connection, and clarity in today’s digital world.Here are a few quotes from the episode:“You don’t need to know everything, just be willing to learn.” – Alex Sanfilippo“Turnaround isn’t about saving the day; it’s about moving forward.” – Alex Sanfilippo“Real change starts when you focus on people, not just profits.” – Alex SanfilippoJoin Alex Sanfilippo as he shares how his journey of overcoming failure and prioritizing people helped him grow PodMatch into a trusted platform, and how others can apply these principles to grow their own businesses with purpose and clarity.Want to connect with the perfect podcast guests? Check out PodMatch's free resourcesand get started today! 👉 https://podmatch.com/freeEpisode Highlights[00:00:00] - Teaser[00:02:19] - Alex's mission: demystifying entrepreneurship[00:04:54] - Alex's early entrepreneurial journey and corporate career[00:10:00] - The corporate turning point: Why Alex left his C-suite job[00:13:45] - Using a podcast to find his path, leading to PodMatch[00:16:00] - Identifying the universal pain point for podcasters[00:18:30] - The "dating app" inspiration for PodMatch[00:23:15] - How the PodMatch algorithm creates quality connections[00:26:35] - The first strategic acquisition and its strategic value[00:30:02] - Evaluating opportunities and the importance of saying "no"[00:33:42] - Acquiring "Podcasting Made Simple" to build community[00:38:13] - The lesson of consolidating brands for clarity[00:41:20] - The power and future of podcasting as a medium[00:44:50] - Why every business should consider podcasting[00:50:15] - The role of video in modern podcasting[00:53:40] - AI's role: A tool for enhancement, not replacement[00:58:20] - Core philosophy: Serving a specific "why"[00:59:35] - Lightning Round[01:03:18] - How to connect with Alex and get his free resourceFOLLOW THE GUEST:LinkedIn (Personal Profile): https://www.linkedin.com/in/alexsanfilippo/PodMatch (LinkedIn): https://www.linkedin.com/company/podmatch/PodMatch (Website): https://www.podmatch.com/member/alexFOLLOW 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 Podcast: https://podcasts.apple.com/us/podcast/the-art-of-succession/id1742796896 YouTube: https://www.youtube.com/@artofsuccessionSpotify: https://open.spotify.com/show/7uhogBxFKWAAetAbD8TVQR LinkedIn: https://www.linkedin.com/company/art-of-succession-podcast/ Website: https://gwcpas.com/podcast | 1h 03m 51s | ||||||
| 11/18/25 |  The Bold Succession Plan That Let Me Own and Transform a Financial Business with Joseph Curry | The 30-Question Ownership Readiness Diagnostic. Identify your gaps in finance, leadership, and revenue creation before you take the leap. Get your score, get your plan. (It’s FREE!)👉 https://bit.ly/owner-shipmindset-scoreapp ------------------------------------------------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 talks with Joseph Curry, Founder of Retirement Planning Simplified and a CFP/CEPA specializing in small business succession and retirement. Joseph shares his journey from joining his father’s advisory firm to buying and transforming another advisor’s practice. He talks about shifting to evidence-based investing, narrowing his client focus, and building systems that allow him to serve fewer clients with more depth. He also discusses how exit planning helps business owners shape a future they can enjoy.Joseph shares his experience of buying and reshaping a financial advisory firm. They explore Joseph’s path from working in his father’s practice to building a client-focused, planning-first business. He explains how he shifted away from transactional services, adopted evidence-based investing, and used education to better serve clients. Joseph also talks about managing team changes, setting up clear systems, and helping business owners prepare for retirement and exit. His thoughtful, steady approach shows how clear planning leads to real progress.Key Takeaways:Joseph’s journey from joining his father’s firm to buying his own practice.How he shifted from selling products to giving full financial advice.Why is client education at the center of his business?What worked and what was hard during a real succession plan.How does he help business owners plan exits they feel good about?Here are a few quotes from the episode:“Markets work. Let them work for you.” - Joseph Curry“Not every client is the right fit.” - Joseph Curry“Exit planning is about options.” - Joseph CurryJoin Joseph Curry as he shares real-life lessons on buying a firm, building trust with clients, and turning a practice into a planning-first business that helps owners retire with confidence and clarity.Episode Highlights[00:00] - Teaser[02:03] - Intro to the show and guest Joseph Curry[03:22] - How Joseph found his start in financial planning[06:44] - Talking with his dad about leaving the family firm[08:50] - Bringing clients and shifting investment approach[11:05] - What evidence-based investing really means[14:16] - Structuring the deal and joining as a successor[19:02] - Navigating client reactions and building education systems[23:09] - Letting go of clients and aligning on vision[28:23] - Selling non-core services and refining the business model[31:51] - Covid Shift, Remote Growth, and Launching Client Education[33:53] - Balancing Remote Work, Office Life, and Team Changes[37:04] - Transitioning Client Trust and Leading With Support[09:02] - Leading Marketing With Education and Core Values[41:52] - Time Blocking to Balance Clients, Planning, and Marketing[46:30] - Team Roles, Admin Tasks, and Running on EOS[48:28] - Why Two Podcasts: Retirement and Exit Planning[51:20] - Why Most Businesses Fail at Exit and What Owners Miss[54:40] - Redefining Exit Planning and the Start of the Lightning Round[59:29] - From Transactional Sales to Advice-Centered Planning[01:04:18] - Final Thoughts, Contact Info, and Episode Wrap-UpFOLLOW THE GUEST:LinkedIn (Personal Profile): https://www.linkedin.com/in/curryjoe/ Retirement Planning Simplified (LinkedIn): https://www.linkedin.com/company/retirement-planning-simplified/ Retirement Planning Simplified (Website): https://www.retirementplanningsimplified.ca/ Retirement Planning Simplified (YouTube): https://www.youtube.com/channel/UCOnQcuvhpGpJpLjt3w2H6MA 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 Podcast: https://podcasts.apple.com/us/podcast/the-art-of-succession/id1742796896 YouTube: https://www.youtube.com/@artofsuccessionSpotify: https://open.spotify.com/show/7uhogBxFKWAAetAbD8TVQR LinkedIn: https://www.linkedin.com/company/art-of-succession-podcast/ Website: https://gwcpas.com/podcast | 1h 04m 49s | ||||||
| 11/4/25 |  How Operators Rescue Failing Businesses and Rebuild Culture That Drives Profit with Ori Elraviv | The 30-Question Ownership Readiness Diagnostic. Identify your gaps in finance, leadership, and revenue creation before you take the leap. Get your score, get your plan. (It’s FREE!)👉https://bit.ly/owner-shipmindset-scoreapp ------------------------------------------------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 talks with Ori Elraviv, COO at MediaFeed and a turnaround expert for small and mid-size companies. Ori shares his journey of leading businesses through change, starting with mobile gaming in China and later running major digital brands like Ebaum’s World and Cheezburger. He talks about learning through failure, leading with calm and clarity, and helping others grow by fixing what’s stuck and building what works.In this episode, Ori Elraviv joins Barrett Young to discuss how to turn around struggling businesses. They dive into Ori’s approach of stepping into underperforming companies, building trust with teams, and making meaningful, lasting changes. Ori talks about the importance of clear business strategies, shifting models, and focusing on people to achieve growth. His calm, practical leadership style shows how businesses can make progress by understanding what’s working, fixing what’s not, and leading with purpose.Key Takeaways:Ori’s path from mobile games in China to running Ebaum’s World.How he turned a failing business in Serbia into a success.Why people, not just profits, are key to change.Lessons on leading with calm, even in chaos.How finding the right team and clear focus drives real growth.Here are a few quotes from the episode:“You don’t need to know everything - just be willing to learn.” - Ori Elraviv“Turnaround isn’t about saving the day; it’s about moving forward.” - Ori Elraviv“Real change starts when you focus on people, not just profits.” - Ori ElravivJoin Ori Elraviv as he shares real stories, smart lessons, and people-first strategies that help business owners solve problems, grow with purpose, and lead with calm, clear focus in fast-changing times.Episode Highlights[00:00] - Teaser[01:49] - Intro to the podcast and guest Ori Elraviv[02:28] - Why Ori thrives in fixing existing businesses[04:39] - From China to CEO: Ori’s early journey[07:30] - First turnaround and Literally Media beginnings[10:46] - Fixing Serbia: New model, tough calls[15:54] - Building teams and shared energy[18:25] - Acting fast on misfit leadership[21:44] - Gaining trust after a rocky acquisition[24:43] - Leading Cheezburger through culture shifts[26:47] - Scaling media brands with profit focus[31:16] - How to Get Up to Speed in a New Executive Role[34:40] - Diagnosing What’s Broken vs. What’s Cultural[37:42] - Navigating Subjectivity in Evaluating Quality[40:51] - Innovation in Comfortable or Stagnant Companies[43:55] - Why Innovation Requires a Different Type of Person[45:22] - Transitioning from Corporate CEO to Independent Advisor[49:03] - Coaching Founders Without Undermining Them[52:54] - The Power of Outside Perspective in Business Turnaround[54:56] - Lightning Round: Personal InsightsFOLLOW THE GUEST:LinkedIn (Personal Profile): https://www.linkedin.com/in/orielraviv/ MediaFeed (LinkedIn): https://www.linkedin.com/company/mediafeed-llc/ MediaFeed (Website): https://www.mediafeed.us/ 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 Podcast: https://podcasts.apple.com/us/podcast/the-art-of-succession/id1742796896 YouTube: https://www.youtube.com/@artofsuccessionSpotify: https://open.spotify.com/show/7uhogBxFKWAAetAbD8TVQR LinkedIn: https://www.linkedin.com/company/art-of-succession-podcast/ Website: https://gwcpas.com/podcast | 1h 00m 23s | ||||||
| 10/21/25 |  The Succession Planning Creatives Ignore That Destroys Legacy and Profit with Lesle Lane | The 30-Question Ownership Readiness Diagnostic. Identify your gaps in finance, leadership, and revenue creation before you take the leap. Get your score, get your plan. (It’s FREE!)👉https://bit.ly/owner-shipmindset-scoreapp ------------------------------------------------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 chats with Lesle Lane, Photographer and owner of Studio 13, Inc. Lesle shares her journey of growing up in a family of photographers, taking over her stepfather's business at 21, and how she turned challenges into success. She talks about legacy, adapting to industry changes, and her shift to becoming a business owner who prioritizes strategy alongside creativity.Lesle isn’t just a photographer; she now helps creatives run profitable, balanced businesses. Her journey from taking over her stepfather’s studio at 21 to building her own successful brand taught her the importance of strategy and creativity. By sharing her experiences, she shows how adapting to change and prioritizing business alongside art can lead to lasting success without burning out.Lesle spent years growing her photography business before becoming a mentor to fellow creatives. Her advice comes from real challenges and successes in building a business. With a focus on balance, mindset, and smart planning, she helps others create profitable businesses, avoid burnout, and lead with clarity and confidence.Key Takeaways:Lesle’s journey from family photography to running Studio 13.Challenges faced while taking over a business at 21.Helping creatives thrive without burning out.Lessons from adapting to digital and AI changes in photography.Why strategy, balance, and self-care are key to lasting success.Here are a few quotes from the episode:“You don’t have to sacrifice your creativity to run a successful business.” - Lesle Lane“Success is built on both strategy and art, not just hustle.” - Lesle Lane“Create a business that works for you, not the other way around.” - Lesle LaneJoin Lesle Lane as she shares how her real-life experiences, business strategies, and focus on balance are helping creatives build profitable businesses, lead with clarity, and find success without burning out.Episode Highlights[00:00] - Teaser[00:00] - Intro & Why Creatives Must Think Like Business Owners[03:58] - Lesle’s Family Legacy and the Shift to Color Photography[07:54] - Embracing digital and seeing AI as the next big change[10:46] - How each generation brought business innovation[14:01] - Growing up in a home studio and early expectations[16:49] - Why she chose corporate work over wedding photography[19:12] - Brothers as potential heirs and how she stepped in[20:45] - Taking over at 21 after her stepdad’s stroke[23:05] - Early challenges, learning admin and client trust[26:00] - Building trust with clients and earning her place[30:53] - Big risks: digital gear, 9/11, recession, and COVID[38:01] - Mentors, lessons, and building a business that lasts[42:20] - From Bankruptcy to Breakthrough[44:11] - How Loss Led to a Scalable Photography Business[48:55] - Lessons from Legacy and Innovation[55:28] - Facing the AI Future in Photography[59:35] - Lightning Round: Cake, Travel, and Impact[63:08] - Gratitude and Generational WisdomFOLLOW THE GUEST:LinkedIn (Personal Profile): https://www.linkedin.com/in/leslelane/ Studio 13 Inc (Website): https://www.studio13online.com/ 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 Podcast: https://podcasts.apple.com/us/podcast/the-art-of-succession/id1742796896 YouTube: https://www.youtube.com/@artofsuccessionSpotify: https://open.spotify.com/show/7uhogBxFKWAAetAbD8TVQR LinkedIn: https://www.linkedin.com/company/art-of-succession-podcast/ Website: https://gwcpas.com/podcast | 1h 09m 11s | ||||||
| 10/7/25 |  How Founders Can Raise $1.2M and Still Burn Out Scaling a Fashion Brand with Emily McDonald | The 30-Question Ownership Readiness Diagnostic. Identify your gaps in finance, leadership, and revenue creation before you take the leap. Get your score, get your plan. (It’s FREE!)👉https://bit.ly/owner-shipmindset-scoreapp ------------------------------------------------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 talks with Emily McDonald, a business Strategist and mentor in EKM Strategy and Founder of TheStylist LA. Emily shares how she turned a dress rental idea into a fashion business, raised venture capital, and later shifted to coaching female founders. She talks about burnout, learning from failure, and building a business that supports your life.Emily isn’t just a founder; she’s now focused on helping women build strong, balanced businesses. Her journey from renting dresses in her living room to raising over $1M shaped how she mentors others today. By sharing her wins and struggles, she shows that growth, honesty, and boundaries can lead to success without burning out.She spent over 10 years building TheStylist LA before becoming a mentor to female founders. Her advice comes from real wins and hard lessons in growing a business. With a focus on honesty, mindset, and clear plans, she helps women grow strong businesses, avoid burnout, and lead with purpose and confidence.Key Takeaways:Emily’s journey from dress rentals to venture-backed founder.Hard lessons learned from raising over $1M.Why she now teaches women to build smarter businesses.How burnout changed her view on hustle culture.The power of boundaries, mindset, and honest coaching.Additional Insights:How Emily built a loyal customer base from scratch.Lessons from running retail and subscription models.The hidden costs and stress of taking VC funding.Why mindset and rest are key to long-term success.Helping women grow without chasing hustle culture.Here are a few quotes from the episode:“You don’t have to work all the time to be successful.” - Emily McDonald“If no one hates your idea, you’re too late.” - Emily McDonald“Build a business that supports the life you want.” - Emily McDonaldJoin Emily McDonald as she shares how real-life lessons, honest coaching, and a focus on balance are helping women grow strong businesses, lead with purpose, and build success on their own terms.Episode Highlights[00:00] - Teaser[01:14] - Intro and Emily’s passion[02:33] - Early Dream & Launching TheStylist LA in 2009[08:22] - Sorority trunk shows and scrappy early marketing [10:04] - Steady growth and first showroom in Venice [13:11] - Angel investor support and Bachelor media boost [16:23] - Expanding to San Francisco and managing both cities [17:56] - Raising $1.2M through Jason Calacanis and VC firms [22:54] - Burnout, pregnancy, and money struggles before COVID [26:43] - Pandemic shutdowns, closing stores, and going online [28:42] - Lessons on hustle culture, balance, and founder health[31:46] - Setting Boundaries & Rethinking Hustle Culture[34:51] - Taking VC money too late[37:27] - Struggles of post-COVID recovery[39:55] - Post-COVID: Starting a new, simple business[42:50] - Coaching Women to Set Clear 90-Day Goals[45:39] - Revisiting - Redefining Success with or without Co-Founders[51:14] - What makes a great coaching client[52:40] - How Emily views failure and growth[55:29] - Building focus through rest and planning[57:38] - First retreat and what’s next for EmilyFOLLOW THE GUEST:LinkedIn (Personal Profile): https://www.linkedin.com/in/ekmcdonald/ Instagram (Personal Profile): https://www.instagram.com/emily_k_mcdonald/ Join my free community for female founders on Instagram for exclusive resources and live Q&A sessions: https://www.instagram.com/founderemily/ https://www.skool.com/money-moves-free-8097/about?ref=8021ec33afb74f77bcfe695a34c54e08FOLLOW HER COMPANY:TheStylist LA: https://www.linkedin.com/company/thestylist-la/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 Podcast: https://podcasts.apple.com/us/podcast/the-art-of-succession/id1742796896 YouTube: https://www.youtube.com/@artofsuccessionSpotify: https://open.spotify.com/show/7uhogBxFKWAAetAbD8TVQR LinkedIn: https://www.linkedin.com/company/art-of-succession-podcast/ Website: https://gwcpas.com/podcast | 58m 40s | ||||||
| 9/16/25 |  The Succession Crisis for CPA Firms to Survive AI Disruption by Adopting EOS and Letting Go of Tax | The 30-Question Ownership Readiness Diagnostic. Identify your gaps in finance, leadership, and revenue creation before you take the leap. Get your score, get your plan. (It’s FREE!)👉https://bit.ly/succession-readiness-survey2025------------------------------------------------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, a Tax and Marketing Partner at GWCPA, shares a personal and behind-the-scenes look at GWCPA’s succession journey. In this solo episode, Barrett talks about leadership change, future planning, and how his team is using EOS to build a lasting and modern firm. He reflects on company values, innovation, and how they’re preparing both staff and clients for a future beyond tax returns.Barrett isn’t just a partner; he’s focused on helping the next generation lead well. His path through public accounting shaped his vision for GWCPA. By using real lessons and new tools like EOS, he shows how clarity, care, and planning can turn a firm’s future into a lasting legacy for both staff and clients.He spent over 15 years in public accounting before shaping GWCPA’s future as a visionary leader. His tools mix real lessons on values, systems, and growth. With a focus on clarity and innovation, he turns deep firm knowledge into real support that helps teams lead better, plan ahead, and build lasting success.Key Takeaways:Barrett’s journey from tax expert to firm visionary.How EOS helps teams stay clear and focused.The shift from tax returns to real business advice.Why innovation is key to long-term success.Tools to help staff and clients grow with purpose.Additional Insights:How EOS brings clarity to team roles and goals.Lessons from big shifts in a multi-gen firm.The value of tools like Vision Day and scorecards.Why values like empathy and foresight matter.Using real change to build a stronger future.Here are a few quotes from the episode:“We won’t have legacy without innovation.” - Barrett Young“Tax returns are not why I went to school.” - Barrett Young“Empathy, foresight, and purpose, that’s our real value.” - Barrett YoungJoin Barrett Young as he shares how clear systems, strong values, and future-focused thinking are helping teams grow, lead with purpose, and build firms that last beyond just tax returns.Episode Highlights[00:00] - Teaser[01:01] - Intro & GWCPA’s Succession Story[02:50] - Why EOS Is a Game-Changer for the Firm[03:56] - Innovation + Legacy: Defining the Target Client[08:13] - Speaking to Future Leaders, Not Just Owners[10:34] - Visionary vs Integrator: EOS in Action[14:00] - Preparing for Sam’s Retirement in 6 Years[15:44] - Staff Transitions & EOS Clarity[17:44] - Why Barrett Left Public Accounting[21:00] - Passion, Skills, and Long-Term Career Choices[23:56] - AI, Tax Returns, and the Future of the Firm[30:19] - Pricing Values: Empathy, Empowerment, Foresight[32:57] - Barrett’s CVA & Business Value Conversations[35:53] - EOS + CEPA: Tools to Help Clients Prepare[38:30] - New: Ownership Mindset Scorecard Launch[41:14] - Why Taking Over a Business Takes Grit[46:44] - Big Client Projects & System Upgrades[50:34] - Renewals, Pricing, and Client Conversations[54:15] - Competing on Value, Not Volume or SpeedFOLLOW 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 Podcast: https://podcasts.apple.com/us/podcast/the-art-of-succession/id1742796896 YouTube: https://www.youtube.com/@artofsuccessionSpotify: https://open.spotify.com/show/7uhogBxFKWAAetAbD8TVQR LinkedIn: https://www.linkedin.com/company/art-of-succession-podcast/Website: https://gwcpas.com/podcast | 55m 49s | ||||||
| 9/2/25 |  How to Reverse Engineer Your Success Timeline | In this episode of The Art of Succession podcast, host Barrett Young interviews Mark Vincent, an executive advisor and co-founder of Teal Vincent Enterprises who successfully built Design Group International over 23 years before strategically exiting to return to his consulting roots. Listeners will discover how to navigate complex succession planning through process consulting while avoiding the common trap of letting their business embrace become a destructive chokehold.The Challenge of Organizational DysfunctionMark's journey began when he noticed that real decisions happened in parking lots after formal meetings ended, undermining the work people prepared to deliver. This informal power was derailing the formal processes, creating dysfunction in organizations where passionate, committed people couldn't effectively collaborate. He discovered that wherever complex decision-making occurred, especially involving money, succession planning brought out the worst organizational dysfunction. This led him to develop process consulting methods that helped the informal interactions inform the formal ones rather than unwind them.Building and Scaling Process ConsultingMark founded Design Group International in 2000, creating a platform that proved process consulting could be a sustainable career path rather than just an between-jobs assignment. He used a simple framework of why, who, what, when, where, and how to facilitate complex organizational decisions, keeping his head up to read the room rather than buried in notes. The company grew by attracting experienced consultants who wanted high client impact without the administrative burden of running their own platforms. Over 23 years, they brought on six generations of consultants, proving the model's sustainability and creating a business that wasn't dependent on Mark's personality alone.Strategic Exit and Return to RootsMark strategically exited Design Group International in 2023, selling his stake when the vision of proving process consulting as a viable career was complete. Rather than riding the business to maximum financial return, he chose succession planning that prioritized business continuity and the development of new leadership. He returned to private practice as an executive advisor, focusing on helping longtime successful executives and their boards navigate succession planning. Mark emphasizes that succession is harder than starting a business, requiring owners to recognize when their protective embrace becomes a chokehold that bleeds talent, money, and time.🎙️Full show notes, guest information, and video version of this episode available at https://gwcpas.com/blog/aos-mark-vincent✍️ Leave feedback for the show. I’d love to hear your input https://quark-fir-a64.notion.site/1d9dd04222f380ae96c9caae27bc1c66?pvs=105The Art of Succession Podcast is brought to you by GWCPA. Twice a month on https://www.youtube.com/@artofsuccession, CPA and Partner Barrett Young explores the emotional and strategic challenges of leadership transition, offering honest insights and actionable advice for successors and founders. If you've enjoyed this episode, please share it with others. It truly helps.Disclaimer: This podcast is for informational purposes only and does not constitute legal, tax, or accounting advice. You should consult your own advisors before making decisions related to your situation. If you don’t have an advisor yet, reach out! | 1h 03m 00s | ||||||
| 8/19/25 |  Acquiring A Franchise Made For An Ideal Career Change | In this episode of The Art of Succession podcast, host Barrett Young interviews Brando Guerrero, owner of Made in the Shade NorCal, who shares his complete journey from a 17-year corporate insurance career to acquiring and scaling a custom window coverings franchise. Listeners will discover how corporate experience translates into entrepreneurship through acquisition, and why even the best business plans require major adjustments when reality hits.After relocating across the country multiple times for insurance giants like Nationwide, MetLife, and Liberty Mutual, Brando found himself wanting more family time and community involvement. His corporate role supporting independent insurance agents taught him valuable lessons about being a trusted advisor and understanding customer segmentation - skills that would prove essential in his entrepreneurial journey. Rather than starting from scratch, he chose the franchise acquisition route, discovering Made in the Shade through online business listings and being attracted to its flexible model, healthy margins, and established five-star reputation in rapidly growing Northern California.The Reality of Business OwnershipBrando's initial assumption that doubling Google ad spend would double results proved completely wrong within weeks of taking over. He faced his biggest leadership challenge when a design consultant made critical measurement errors over two months, resulting in thousands of dollars in custom products that didn't fit. Since custom window coverings require precision down to an eighth of an inch, these mistakes were discovered weeks later during installation, creating a devastating financial burden that nearly closed the business.Strategic Recovery and GrowthRather than give up during sleepless nights of uncertainty, Brando made difficult decisions to contract the business before growing it, cutting overhead to create a leaner operation. He learned to focus on higher-margin product lines where his team's consultative expertise could shine, rather than competing in oversaturated markets. His corporate background in relationship building now helps him leverage vendor partnerships, leading to exclusive opportunities with major distributors nationwide.Building Systems and CultureBrando successfully transitioned from the previous husband-and-wife operation by hiring specialized design consultants and installation teams while focusing on his strengths as CEO and chief revenue officer. He maintains the business's five-star reputation through rigorous quality standards and has ambitious goals to become a ten-million-dollar operation and the number one custom window coverings provider in Northern California.🎙️Full show notes, guest information, and video version of this episode available at https://gwcpas.com/blog/aos-brando-guerrero✍️ Leave feedback for the show. I’d love to hear your input https://quark-fir-a64.notion.site/1d9dd04222f380ae96c9caae27bc1c66?pvs=105The Art of Succession Podcast is brought to you by GWCPA. Twice a month on https://www.youtube.com/@artofsuccession, CPA and Partner Barrett Young explores the emotional and strategic challenges of leadership transition, offering honest insights and actionable advice for successors and founders. If you've enjoyed this episode, please share it with others. It truly helps.Disclaimer: This podcast is for informational purposes only and does not constitute legal, tax, or accounting advice. You should consult your own advisors before making decisions related to your situation. If you don’t have an advisor yet, reach out! | 1h 06m 10s | ||||||
| 8/5/25 |  From Construction Crash to Franchise Empire | In this episode of The Art of Succession podcast, host Barrett Young interviews Max Emma, CEO of Franchise with Max, who shares his remarkable journey from corporate finance to business failure and ultimate success in the franchising industry, proving there truly is light at the end of the tunnel.The Rise and Fall of a Construction EmpireMax left his promising corporate finance career at Qualcomm in 2002 to join his father's three-employee landscaping company. As a Soviet immigrant family starting from scratch, Max brought business education and ambition to transform the maintenance operation into a thriving construction company. He obtained construction licenses and grew the business to 96 employees during Southern California's real estate boom, specializing in track home landscaping. However, the 2008-2009 housing crisis devastated the over-leveraged company. Despite his finance background, Max was too focused on rapid growth to monitor warning signs, leading to both business and personal bankruptcy with two young children at home.Strategic Pivot and Discovery of FranchisingUnable to find employment during the recession, Max rebuilt with a smaller landscaping maintenance company while simultaneously launching a bookkeeping business. The bookkeeping idea emerged from recognizing market inefficiencies after receiving quotes ranging from $200 to $2,000 for identical services. This venture led to serving franchise brands and eventually growing into one of the largest bookkeeping providers for franchisors, working with over 100 franchise brands including Sport Clips and Fast Signs. Through these relationships, Max discovered the collaborative nature of the franchising industry and decided to franchise his own bookkeeping company.Building a Franchise Empire Through Systems and ServiceMax's approach to franchising centers on comprehensive systems development, transforming 35 pages of internal knowledge into over 900 pages of detailed operational guidance. He expanded into franchise brokerage to help candidates find suitable opportunities among over 630 available franchises, specializing in E2 visa programs for international investors and corporate professionals seeking entrepreneurial freedom. His unique value proposition includes sharing commissions with buyers and providing extensive training including accounting education, sales coaching, and executive mentoring, emphasizing that successful franchising balances proven systems with operational freedom.🎙️Full show notes, guest information, and video version of this episode available at https://gwcpas.com/blog/aos-max-emma✍️ Leave feedback for the show. I’d love to hear your input https://quark-fir-a64.notion.site/1d9dd04222f380ae96c9caae27bc1c66?pvs=105The Art of Succession Podcast is brought to you by GWCPA. Twice a month on https://www.youtube.com/@artofsuccession, CPA and Partner Barrett Young explores the emotional and strategic challenges of leadership transition, offering honest insights and actionable advice for successors and founders. If you've enjoyed this episode, please share it with others. It truly helps.Disclaimer: This podcast is for informational purposes only and does not constitute legal, tax, or accounting advice. You should consult your own advisors before making decisions related to your situation. If you don’t have an advisor yet, reach out! | 1h 11m 08s | ||||||
| 7/29/25 |  The True Value of Family Business: Entrepreneurial Kids | In this Bonus episode of The Art of Succession podcast, host Barrett Young interviews Jonathan and Renee Harris, who discovered that their family business's greatest value wasn't in transferring ownership—it was in training their nine children to become entrepreneurs.The Midlife Pivot That Changed EverythingWhen Jonathan left his corporate career in 2009, he and Renee made a radical decision. Instead of building a business empire to pass down, they would use their small skincare company as a training ground to develop their children's entrepreneurial skills. What started as a simple farmers market venture selling lotion bars became an unexpected laboratory for raising self-reliant, business-minded kids.From Minecraft to Marketable SkillsThe Harris family developed a unique approach to parenting that merged their children's natural interests with real business applications. When their son spent hours playing Minecraft, they challenged him to bring value to that community by writing plugins—a gateway that eventually led to his career as a lead software developer. Their daughter's love for photography became product photography for the business, while another child's interest in voice acting evolved into podcast editing services.Building Independence, Not DependenceRather than creating jobs for their children within the family business, Jonathan and Renee focused on developing transferable skills that would serve their kids regardless of their chosen path. They established clear standards, charged rent to adult children still living at home, and required each child to find ways to bring value to others through their talents. The result? Nine young adults who understand money, respect customers, and aren't afraid to take calculated risks.🎙️Full show notes, guest information, and video version of this episode available at https://gwcpas.com/blog/aos-harris-bonus✍️ Leave feedback for the show. I’d love to hear your input https://quark-fir-a64.notion.site/1d9dd04222f380ae96c9caae27bc1c66?pvs=105The Art of Succession Podcast is brought to you by GWCPA. Twice a month on https://www.youtube.com/@artofsuccession, CPA and Partner Barrett Young explores the emotional and strategic challenges of leadership transition, offering honest insights and actionable advice for successors and founders. If you've enjoyed this episode, please share it with others. It truly helps.Disclaimer: This podcast is for informational purposes only and does not constitute legal, tax, or accounting advice. You should consult your own advisors before making decisions related to your situation. If you don’t have an advisor yet, reach out! | 1h 38m 25s | ||||||
| 7/15/25 |  Why Most Consultants Retire Broke (And How to Avoid It) | In this episode of The Art of Succession podcast, host Barrett Young interviews Stephanie Hayes, exit strategist and investor in multiple businesses. Listeners will discover how to transform their business from a revenue-chasing hamster wheel into a valuable asset that can eventually be sold.The Revelation That Changed EverythingStephanie's journey began during a client retreat in Texas when she had a powerful realization while staring at a wall of her accomplishments. Despite years of consulting experience and advanced degrees, she felt like she wasn't building anything of lasting value. After losing her house in a divorce and facing expensive real estate markets, she recognized that her service-based business left her constantly chasing revenue without creating transferable wealth. This moment sparked a complete shift in how she approached business building.From Revenue Focus to Asset BuildingRather than continuing the exhausting cycle of trading time for money, Stephanie developed a framework around nine types of business assets that most owners completely overlook. She discovered that businesses could build valuable assets through productized services, creative work, audience lists, recurring revenue streams, intellectual property, strategic partnerships, and brand value. This wasn't just theory - Stephanie began acquiring businesses herself, including purchasing a company from one of her former clients for strategic assets rather than traditional equipment.The Nine Assets That Transform Business ValueStephanie's approach helps business owners identify hidden value within their existing operations. A content creation agency's internal processes become licensable frameworks. Marketing materials transform into sellable creative assets. Client relationships become valuable audience assets. Even a simple subscriber list represents eyeballs that buyers will pay for. The key insight is shifting every business decision through the lens of asset creation rather than just immediate revenue generation.🎙️Full show notes, guest information, and video version of this episode available at https://gwcpas.com/blog/aos-stephanie-hayes✍️ Leave feedback for the show. I’d love to hear your input https://quark-fir-a64.notion.site/1d9dd04222f380ae96c9caae27bc1c66?pvs=105The Art of Succession Podcast is brought to you by GWCPA. Twice a month on https://www.youtube.com/@artofsuccession, CPA and Partner Barrett Young explores the emotional and strategic challenges of leadership transition, offering honest insights and actionable advice for successors and founders. If you've enjoyed this episode, please share it with others. It truly helps.Disclaimer: This podcast is for informational purposes only and does not constitute legal, tax, or accounting advice. You should consult your own advisors before making decisions related to your situation. If you don’t have an advisor yet, reach out! | 58m 04s | ||||||
| 7/1/25 |  This COO's Path to Building Three Sellable Companies | In this episode of The Art of Succession podcast, host Barrett Young interviews David Forster, a serial entrepreneur who successfully built and sold three companies ranging from landscaping services to a retail bike shop. Listeners gain valuable insights into how relationship-focused leadership, proper systems, and life transitions drive successful business exits and career pivots.From The Farm to First Business ExitDavid's entrepreneurial journey began with his farm upbringing, leading him naturally into the landscape industry. His first real business was a landscape maintenance and design company started in his early twenties to provide for his new family. Despite having no formal exit strategy, David built the company through exceptional work ethic and a relational approach, treating employees and customers as equals. After four successful years, an unexpected dream led to selling the business to a local competitor who valued their unique customer relationship approach and company culture over just the contract base.Learning and Growing Through Multiple VenturesAfter working for someone else and maturing personally, David started a second landscape company focused on residential design and build projects. This venture taught him to price properly, think systematically, and build intentional processes from the start. The business grew to similar team size but double the revenue of his first company. Around the four-year mark, feeling burned out, David discovered cycling during a week off and realized he wanted to share that stress-relief experience with other business owners, leading him to open a bike shop.The Bike Shop Years and Life-Changing EventsDavid ran his bike shop for over seven years, learning retail operations, inventory management, and building community around cycling. However, his world changed dramatically when he became a father at 40 after discovering he and his wife had the MTHFR gene mutation affecting fertility. Tragedy struck when his wife's sister died unexpectedly two weeks after their daughter was born, followed by David's father's death nine months later. These profound losses forced David to reevaluate priorities, recognizing that retail hours weren't compatible with being the father and husband he wanted to be.Transition to Fractional COODavid sold the bike shop to another dealer and eventually embraced fractional COO work after initially resisting the idea. His approach typically begins with a 6-12 week deep dive to establish core systems, followed by either training internal team members or providing ongoing part-time support. David focuses on overcoming team resistance by addressing consultant skepticism upfront, emphasizing he's there to make lives better through systems that create freedom rather than restrictions. His philosophy centers on checklists and processes that allow both new employees to learn and experienced ones to maintain focus when interrupted.🎙️Full show notes, guest information, and video version of this episode available at https://gwcpas.com/blog/aos-david-forster✍️ Leave feedback for the show. I’d love to hear your input https://quark-fir-a64.notion.site/1d9dd04222f380ae96c9caae27bc1c66?pvs=105The Art of Succession Podcast is brought to you by GWCPA. Twice a month on https://www.youtube.com/@artofsuccession, CPA and Partner Barrett Young explores the emotional and strategic challenges of leadership transition, offering honest insights and actionable advice for successors and founders. If you've enjoyed this episode, please share it with others. It truly helps.Disclaimer: This podcast is for informational purposes only and does not constitute legal, tax, or accounting advice. You should consult your own advisors before making decisions related to your situation. If you don’t have an advisor yet, reach out! | 1h 05m 10s | ||||||
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