A win-win-win transition is one where you, your successors and the business all come out ahead. That depends on one thing: a next generation ready to take ownership.
Readiness is built by doing the work together. It doesn’t happen while everyone waits for the next generation to be “ready.” Succession is not a single future event, but a series of decisions about what the current owner begins to release and what the next generation needs to learn. Too often, those conversations get postponed and progress stalls.
Date and Time
Tuesday, June 30, 2026
2 PM ET | 11 AM PT
60 minutes
In this webinar, you’ll better understand how:
- Preparing the next generation for ownership starts by bringing them into the “real work” now, well before they look ready.
- Real readiness is a journey, not an event. It plays out across many “whens,” as the owner releases one role at a time and the next generation grows into others.
- A handoff doesn’t have to be win-lose. It can be designed so the owner, the next generation and the business each get what they need.
- The strongest path forward is a shared process, where the current owner and the next generation work on real issues together. A vague “someday” becomes concrete decisions and momentum neither could build alone.
Please join Elizabeth Ledoux, founder and head strategist of The Transition Strategists; Andrea Carpenter, president of The Transition Strategists; and David Shaw, publishing director of Family business Magazine, for a discussion on how to design a transition that prepares the next generation for ownership — and how to make it a win for everyone involved.
You’ll also hear from Laurie and Brad Irish-Jones of the fourth-generation family-owned Irish Family Companies, who completed their own transition as a family across two generations. They’ll share how they did it, what worked and their advice for families facing a transition of their own.
Speakers
Elizabeth Ledoux
Founder and Head Strategist, The Transition Strategists
Elizabeth Ledoux is the founder and head strategist of The Transition Strategists. Elizabeth created the Evolve program, and she and her team guide privately held businesses through generational ownership and leadership transitions. For more than 30 years, she has helped hundreds of families transition their businesses. She is the co-author of “It’s a Journey: The MUST-HAVE Roadmap to Successful Succession Planning.” Elizabeth is also Chair of two TIGER 21 groups in Denver and leads TIGER’s Family Network.
Andrea Carpenter
President, The Transition Strategists
Andrea Carpenter is President of The Transition Strategists, and a successor herself, both in Elizabeth Ledoux’s business and in her own family partnership. She oversees the firm’s Evolve program and its network of certified Guides, and she hosts the podcast Your Next Gen Friend, a show for the next generation stepping into family business ownership.
Laurie Irish-Jones
Third-generation, Former CEO, Irish Family Companies
Laurie and Brad Irish-Jones are part of the family behind Irish Family Companies, a fourth-generation business founded in 1932 and still family-run across Western and Central New York, with divisions spanning industrial gases, energy, dry ice and beverage services. Laurie, of the third generation, held a CEO role and has since moved on to her next adventure. Together with their whole family, they completed their transition from one generation to the next with the support of Elizabeth and The Transition Strategists.
Brad Irish-Jones
Fourth-generation, Irish Family Companies
Laurie and Brad Irish-Jones are part of the family behind Irish Family Companies, a fourth-generation business founded in 1932 and still family-run across Western and Central New York, with divisions spanning industrial gases, energy, dry ice and beverage services. Brad, a fourth-generation successor, has stepped into company leadership. Together with their whole family, they completed their transition from one generation to the next with the support of Elizabeth and The Transition Strategists.
David Shaw
Publishing Director, Family Business Magazine
David Shaw is the publishing director for MLR Media. He also co-founded and serves as conference director of the Transitions conferences, The Private Company Governance Summit, Align and Family Business Legacy.
David writes frequently on governance issues for public and private companies, and develops and maintains close relationships with multi-generational family-owned businesses. He is married, with two grown children.
Benefits
- No cost to attend.
- Opportunity for questions and feedback.
- Unbiased third-party family business education.
- All participants can receive a copy of the webinar materials after the event, upon request.
- All participants receive Family Business Magazine weekly newsletter, with news, tips and trends that impact your family business. You may, of course, opt out at any time.
- 60 minutes — maximum value for time.
Sponsored by
