Before the Sale: Building Trust Around Family, Money, and the Next Generation

Before the Sale: Building Trust Around Family, Money, and the Next Generation

January 21, 2026 · 25 min

About this episode

The episode discusses building trust around family, money, and the next generation before a business sale.

Hi, and welcome back to ValuationPodcast.com — the podcast and video series where we talk about business, valuation, and the real-life issues that come with both. I’m Melissa Gragg, a financial mediator and business valuation expert in St. Louis. Today I’m joined by Emily Bouchard — family transition specialist, author, and speaker — and we’re going beyond the numbers. Our topic is: Before the Sale: Building Trust Around Family, Money, and the Next Generation. Because when a founder-led or mu...

People in this episode

Host: Melissa Gragg

Guest: Emily Bouchard

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Organizations: ValuationPodcast.com

Places: St. Louis

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