Latest / Your Next Gen Friend: A Successor's Guide to Business Transition
Transition 3.0: Why Successors Need a Seat at the Table
What if succession planning wasn’t something that happened to you—but something you helped design?
In this solo episode, Andrea introduces Transition 3.0, a modern approach to family business and wealth transitions that gives successors a real seat at the table. Instead of vague promises or plans revealed too late, Transition 3.0 focuses on clarity, collaboration, and honest conversation—before resentment builds and relationships strain.
Andrea breaks down the differences between Transition 1.0, 2.0, and 3.0, explains why communication—not legal structure—is the biggest predictor of success…
The skinny
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