Why does transition feel so heavy?

Most business owners delay transition not because it’s complicated—but because it feels final, emotional, and identity-threatening. In this episode, Elizabeth Ledoux challenges the idea that transition is something to survive. Instead, she introduces four transition principles and the three C’s—clarity, confidence, and communication—that make transition energizing instead of overwhelming.

If you’re an owner, leader, or successor who has been putting off important conversations, this episode will help you reframe transition as a journey you design—not an event you dread.

What You’ll Hear in This Episode:

1. Why transition fails when it’s avoided—not when it’s complicated
2. The difference between treating transition as an event vs. a journey
3. Why “letting go” creates resistance—and “passing forward” builds confidence
4. The evolution from Transition 1.0 and 2.0 to Transition 3.0
5. How clarity of the next adventure unlocks momentum
6. Why clarity, confidence, and communication must be threaded throughout the process

Visit The Transition Strategists to explore the Evolve Program, designed to help multiple generations build clarity, confidence, and communication together.

Subscribe to Business Transition Roadmap on your favorite podcast player.

Elizabeth & The Transition Strategists

Website: https://transitionstrategists.com/

Facebook: https://www.facebook.com/thetransitionstrategists

Elizabeth on LinkedIn: https://www.linkedin.com/in/elizabethledoux/

Transition Strategists on LinkedIn: https://www.linkedin.com/company/transitionstrategists/

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

Subscribe to The Business Transition Roadmap

Spotify: https://spoti.fi/3MxSYA2

Apple Podcasts: https://apple.co/3IhMMux

Chapters in This Episode

00:00 – Welcome & Why Transition Feels Heavy

02:10 – Why Transitions Fail (Avoidance vs. Design)

03:45 – Transition as a Human System

05:05 – The Three C’s: Clarity, Confidence & Communication

06:40 – Principle 1: It’s a Journey, Not an Event

08:30 – Why Events Create Panic & Avoidance

09:45 – Principle 2: Pass It Forward, Don’t Let Go

11:40 – Building Confidence for Transitioners & Successors

12:55 – Principle 3: Transition 1.0 Explained

13:50 – Transition 2.0 Explained

14:45 – Transition 3.0: Collaborative Design

16:20 – Ongoing Dialogue vs. One-Time Declarations

17:05 – Principle 4: Clarity of the Next Adventure

18:20 – Transition Expands People

19:10

Why do so many business transitions fail—even when the legal documents are “perfect”?

In this episode of Business Transition Roadmap, Elizabeth Ledoux breaks down Transition 3.0, a collaborative approach to succession that moves beyond secrecy and top-down announcements. She explains how traditional transition models often create shock, quiet resentment, or surface-level alignment—and why involving the next generation before decisions are finalized dramatically improves outcomes.

Elizabeth outlines the differences between Transition 1.0, 2.0, and 3.0, showing why compliance is not commitment, assumptions create risk, and people support what they help create. If you’re an owner planning for the future—or a successor trying to understand where you fit—this episode offers a clearer path forward.

What You’ll Hear in This Episode:

1. The three transition models most owners use without realizing it
2. Why secrecy and “I’ll tell them when it happens” creates risk
3. How Transition 2.0 improves timing but still falls short
4. The difference between compliance and commitment
5. Why most transitions fail on the human side
6. How collaborative design increases clarity, buy-in, and durability

Elizabeth & The Transition Strategists

Website: https://transitionstrategists.com/

Facebook: https://www.facebook.com/thetransitionstrategists

Elizabeth on LinkedIn: https://www.linkedin.com/in/elizabethledoux/

Transition Strategists on LinkedIn: https://www.linkedin.com/company/transitionstrategists/

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

Subscribe to The Business Transition Roadmap

Spotify: https://spoti.fi/3MxSYA2

Apple Podcasts: https://apple.co/3IhMMux

Chapters in This Episode

00:00 – Introduction to Transition 3.0

01:05 – Succession Planning vs. Transition Strategy

02:15 – Transition 1.0: “I’ll Tell Them When It Happens”

04:30 – The Shock, Risk, and Fallout of Secrecy

06:40 – Transition 2.0: Informing Without Including

09:30 – Compliance vs. Commitment

11:15 – Why Assumptions Undermine Transitions

12:40 – Transition 3.0: Collaborative Design Explained

14:50 – Including the Human Side of Transition

16:40 – Why Transition 3.0 Works

18:00 – Invitation to the Evolve Program & Closing Reflection

What happens when you’ve done everything you were “supposed” to do—and it still doesn’t feel like enough?

In this episode of The Business Transition Roadmap, Elizabeth Ledoux sits down with executive coach Jeff Munn, who specializes in helping founders and business owners move past the letdown of success and the overthinking that follows major milestones.

Jeff shares his own journey as a lawyer, consultant, and executive who checked every box—only to discover that outer achievement can’t replace inner clarity. Together, they explore why busyness becomes an avoidance strategy, how identity gets tangled up in leadership roles, and why transition becomes more meaningful when leaders focus on feeling fully alive in their purpose, mission, and impact.

This episode is an invitation to slow down, clear the noise, and get honest about what you want next—before the next chapter is decided for you.

What You’ll Hear in This Episode:

1. Why “winning on paper” can still leave leaders feeling stuck
2. Jeff’s journey from overachiever to executive coach
3. The emotional letdown that often follows major success
4. How overthinking replaces clarity during transition
5. Why busyness can become an avoidance strategy
6. Identity shifts during succession, exit, and leadership change
7. The importance of slowing down before making big decisions
8. How purpose, aliveness, and impact shape what comes next

Connect with Jeff Munn

Linkedin: https://www.linkedin.com/in/jeffmunn/

Creating Extraordinary Futures: https://jmunn.com/

Elizabeth & The Transition Strategists

Website: https://transitionstrategists.com/

Facebook: https://www.facebook.com/thetransitionstrategists

Elizabeth on LinkedIn: https://www.linkedin.com/in/elizabethledoux/

Transition Strategists on LinkedIn: https://www.linkedin.com/company/transitionstrategists/

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

Subscribe to The Business Transition Roadmap

Spotify: https://spoti.fi/3MxSYA2

Apple Podcasts: https://apple.co/3IhMMux

Podcast theme music by Transistor.fm.

Chapters in This Episode

00:00 — Welcome & Introducing Jeff Munn

02:02 — Winning on...

What if not knowing exactly how your transition will unfold was actually a gift—not a liability?

In this solo episode, Elizabeth Ledoux invites business owners and successors to rethink the idea of readiness in succession planning. Through a real client story and her own experience transitioning ownership without a successor initially in place, Elizabeth reframes uncertainty as a powerful strategic tool.

She explains why waiting until you “know for sure” often leads to avoidance, anxiety, and missed opportunities—and how adding time to the transition equation creates clarity, confidence, and stronger relationships. If you’ve been holding off because you don’t feel ready, this episode is your permission slip to begin anyway.

What You’ll Hear in This Episode:

1. Why readiness is a myth in business transition
2. How “not knowing” can actually reduce anxiety
3. Elizabeth’s personal transition story—and what surprised her most
4. Why transition works best as a journey, not an event
5. The power of time in building clarity, confidence, and communication
6. How the “gap vs. gain” mindset impacts founders and successors
7. Why starting early creates better outcomes—even without a successor
8. One small step you can take today to begin your transition journey

Connect with Elizabeth & The Transition Strategists

Website: https://transitionstrategists.com/

Facebook: https://www.facebook.com/thetransitionstrategists

Elizabeth on LinkedIn: https://www.linkedin.com/in/elizabethledoux/

Transition Strategists on LinkedIn: https://www.linkedin.com/company/transitionstrategists/

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

Subscribe to The Business Transition Roadmap

Spotify: https://spoti.fi/3MxSYA2

Apple Podcasts: https://apple.co/3IhMMux

Chapters in This Episode

00:00 — Welcome & The Gift of Not Knowing

01:10 — Why We Think We’re Supposed to “Know”

02:30 — A Client Story That Changed the Question

05:20 — Starting a Transition Without a Successor

07:45 — The Myth of Readiness in Transition

10:10 — Why Time Lowers Anxiety and Builds Trust

12:20 — Gap vs. Gain: Shifting the Mindset

13:55 — Using Not Knowing as a Tool

14:45 — One Small Step to Begin Today

What if the deal falls apart—not because of finances or operations—but because no one knows who owns the website, the data, or the digital tools?

In this episode, Elizabeth Ledoux sits down with digital asset expert Paige Wiese to uncover why digital infrastructure is now a critical driver of business value during succession or sale. Paige explains how unseen risks—vendor ownership, missing access, compliance gaps, and undocumented systems—can quietly derail transactions or drastically reduce valuation.

This conversation is essential listening for owners, successors, and advisors who want to future-proof businesses and protect the value they’ve spent years building.

In This Episode:

• What qualifies as a “digital asset” in today’s businesses
• Why buyers care deeply about digital infrastructure—especially late in due diligence
• The seven pillars of digital asset ownership and protection
• Common “no moments” that trigger panic during transitions
• How vendor contracts can unintentionally strip ownership
• Real stories of lost websites, frozen systems, and emergency recoveries
• Why digital continuity planning protects both value and legacy
• How to start preparing your digital assets now—before transition pressure hits

Guest Information

Paige Wiese is the founder and CEO of Tree Ring Digital, a Denver-based digital agency specializing in high-performance websites, digital asset protection, and data-driven marketing strategies. With over 16 years in the industry, Paige developed a proprietary digital asset management framework to help businesses protect value, reduce risk, and maintain continuity during growth and transition.

Connect with Paige Wiese & Tree Ring Digital

Website & Digital Asset Checklist:

https://treeringdigital.com/transitionstrategists

Paige on LinkedIn:

https://www.linkedin.com

Connect with Elizabeth Ledoux & The Transition Strategists

Website: https://transitionstrategists.com/

Facebook: https://www.facebook.com/thetransitionstrategists

Elizabeth on LinkedIn: https://www.linkedin.com/in/elizabethledoux/

Transition Strategists on LinkedIn: https://www.linkedin.com/company/transitionstrategists/

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

Subscribe to The Business Transition Roadmap

Spotify: https://spoti.fi/3MxSYA2

Apple Podcasts: https://apple.co/3IhMMux

Chapters in This Episode

00:00 — Welcome & Why Digital Assets Matter

02:01 — Paige’s Journey & Founding Tree Ring Digital

03:36 — What Counts as a Digital Asset

05:38 — “No Moments” That Trigger Transition Panic

07:29 — Digital Infrastructure as Core Business Value

09:26 — The Seven Pillars of Digital Asset Protection

11:54 — Vendor Ownership...

What if the biggest risk in your transition isn’t taxes or valuation—it’s making assumptions about the people you love?

In this episode, Elizabeth Ledoux and her successor-partner Andrea Carpenter unpack how Transition 3.0 is changing the way families think about succession. Instead of designing a transition for your successors, Transition 3.0 invites you to build it with them—reducing assumptions, strengthening communication, and dramatically increasing success.

They explore why 60% of transitions fail, why proactive planning protects relationships, and how the Evolve program helps owners create clarity, optionality, and momentum—whether they plan to exit in 2 years or 12.

What You’ll Hear in This Episode:

• Why 60% of transitions fail—and why communication is the real reason
• The difference between Transition 1.0, 2.0, and 3.0
• How assumptions become landmines in family and partner dynamics
• Why designing transition with your successors changes everything
• The Evolve program and what makes it different
• What owners get wrong about timing—and why the best time to plan is before you want to leave
• How clarity reduces advisor costs and accelerates decision-making
• Real stories from families who were proactive… and those who waited too long

🔗 Connect with Elizabeth & The Transition Strategists

Website: https://transitionstrategists.com/

Facebook: https://www.facebook.com/thetransitionstrategists

Elizabeth on LinkedIn: https://www.linkedin.com/in/elizabethledoux/

Transition Strategists on LinkedIn: https://www.linkedin.com/company/transitionstrategists/

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

🔗 Connect with Andrea Carpenter & Your Next Gen Friend

Website: https://yournextgenfriend.com/

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

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

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

🎧 Subscribe to The Business Transition Roadmap

Spotify: https://spoti.fi/3MxSYA2

Apple Podcasts: https://apple.co/3IhMMux

Chapters in This Episode

00:00 — Welcome & Why We’re Talking About Evolve

01:26 — The People-First Path to Transition

02:44 — Why 60% of Transitions Fail

04:36 — The $83.5 Trillion Wealth Transfer & What’s at Risk

06:33 — Protecting Relationships: The Real Asset

08:05 — What Transition 3.0 Is (and Why It Works)

09:46 — Assumptions That Derail Owners

11:43 — Avoidance as a Decision

13:35 — The Transition Compass: Why, What, Who, When

15:41

What if the biggest obstacle in your transition isn’t strategy—it’s fear?

In this episode, Elizabeth Ledoux unpacks the fears that hold founders and successors in place, even when they say they want forward movement. She explains how hidden fears shape decisions, limit communication, and keep people isolated at the exact moment they need connection the most.

Through real client examples, Elizabeth explores why transitions trigger identity questions, financial worries, concerns about relevance, and a desire to keep “skeletons in the closet.” She offers mindset shifts and practical insight for naming fear, understanding it, and moving through it with clarity and bravery.

In this episode:

• The fears that keep entrepreneurs and successors stuck
• Fear of loss, fear of relevance, fear of conflict, fear of regret
• Why isolation amplifies fear—and connection shrinks it
• The cost of staying stuck: missed opportunities, silent resentment, delayed decisions
• Shifting from the “gap” to the “gain”
• Why bravery is less about bold action and more about letting someone in
• How transparency, shared vision, and conversation unlock momentum
• The role of the Evolve program and immersion work in breaking fear-driven patterns

🔗 Connect with Elizabeth Ledoux & The Transition Strategists

Website: https://transitionstrategists.com/

Facebook: https://www.facebook.com/thetransitionstrategists

Elizabeth on LinkedIn: https://www.linkedin.com/in/elizabethledoux/

Transition Strategists on LinkedIn: https://www.linkedin.com/company/transitionstrategists/

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

🔗 Connect with Andrea Carpenter & Your Next Gen Friend

Website: https://yournextgenfriend.com/

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

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

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

🎧 Subscribe to The Business Transition Roadmap

Spotify: https://spoti.fi/3MxSYA2

Apple Podcasts: https://apple.co/3IhMMux

What if the most important part of your business transition is the part that feels uncertain?

Elizabeth sits down with Susan K. Bradley, CFP®, CeFT®, founder of the Sudden Money® Institute, to explore how the in-between moments of change hold the greatest potential for creation and clarity. Susan brings nearly three decades of experience guiding families and advisors through the emotional, relational, and structural layers of transition.

Together they unpack liminality, the creative tension between endings and beginnings, and why navigating it with awareness builds resilience and renewal.

In this episode:

• How Susan went from financial planning to founding the Financial Transitionist® Institute

• Why “the human side drives the bus” during transitions

• How disruption creates new patterns, possibilities, and perspectives

• Liminality defined — and why living the question leads to better outcomes

• The concept of “informed intuition” for advisors and successors

• Using structured conversations to create shared understanding in families

• The importance of patience, anchors, and guides in transition journeys

Connect with Susan Bradley:

Website: https://suddenmoney.com

TEDx Talk: “Change Launches You Into the Next Great Chapter of Your Life”

Connect with Elizabeth Ledoux and The Transition Strategists:

Website: https://transitionstrategists.com/

Facebook: https://www.facebook.com/thetransitionstrategists

Elizabeth on LinkedIn: https://www.linkedin.com/in/elizabethledoux/

Transition Strategists on LinkedIn: https://www.linkedin.com/company/transitionstrategists/

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

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

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

Subscribe to The Business Transition Roadmap:

Spotify: https://spoti.fi/3MxSYA2

Apple Podcasts: https://apple.co/3IhMMux