In this conversation, Marcy and Debbie explore the Objectives Matrix™ and its role in successful family business transitions. They walk through how clearly defined objectives—especially when written in the present tense—help unlock new energy and clarity for all parties involved.

From uncovering personal values and legacy goals to naming deal breakers and navigating differing visions, this episode reveals how structured dialogue can ease tension and spark aligned action.

They also share the unique role a guide plays in holding space, asking tough questions, and empowering families to move from secrecy to shared vision.

• Loss of identity or purpose (owners & successors)
• Fear of family conflict
• Fear of making the wrong decision or saying the wrong thing
• Fear of being misunderstood or not having a voice

👉 Schedule a discovery call : https://transitionstrategists.com/discovery

Key Topics Covered

• What the Objectives Matrix is and why it’s essential
• How stating objectives in present tense shifts energy
• Real stories of emotional clarity and breakthroughs
• Why deal breakers matter more than you think
• Understanding > alignment: building mutual respect
• The role of a guide in creating psychological safety
• How secrecy can lead to conflict—and clarity can prevent it
• Turning succession from a transaction into a transformation

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/

Transition Strategists on YouTube: https://www.youtube.com/@transitionstrategists

Connect with Debbie and Marcy on LinkedIn:

Marcy McNeal: https://www.linkedin.com/in/marcy-mcneal/

Deborah Davies:  https://www.linkedin.com/in/changeagent-coach-facilitator-deborah-davis-ms-pcc/

Subscribe to "The Business Transition Roadmap with Elizabeth Ledoux" on your favorite podcast player:

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

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

Get Elizabeth Ledoux and Laura Chiesman's latest book, "It's A Journey: The MUST-HAVE Roadmap to Successful Succession Planning":https://amzn.to/3oq2LQv

Ready to explore what a collaborative transition could look like?

Schedule a discovery call: https://transitionstrategists.com/discovery

Chapters in this episode

00:00 Introduction to Transition Work and the Objectives Matrix

01:45 Marcy and Debbie’s Journeys as Transition Guides

04:10 The Role of a Guide vs. Coach or Consultant

08:25 Uncovering the Why with the Objectives Matrix

12:40 Client Breakthroughs and Emotional Moments

16:55 The Power of Deal Breakers

21:15 Moving from Transaction to Transition

26:20 Real-World Examples of Shared Objectives

31:05 Creating Psychological Safety in the Process

36:10 Owner Fears and the Vulnerability of Letting Go

40:45 Key Takeaways and Where to Find the Tool