What happens when transition strategists navigate their own succession? In this episode, Elizabeth Ledoux and Andrea Carpenter pull back the curtain on their ongoing transition at The Transition Strategists while unveiling their groundbreaking new Evolve program.

Andrea shares the reality of being a successor in the business she helps other successors navigate, revealing how even the most prepared transitions come with unexpected challenges and growth opportunities. Elizabeth reflects on how bringing on a successor has energized rather than slowed down the business, creating momentum and fresh perspectives that benefit everyone.

The heart of this episode focuses on their new Evolve program—a comprehensive approach that makes professional transition planning accessible through group immersion experiences, ongoing implementation support, and peer community connections. This isn't just anotherconsulting offering; it's a proven methodology that's been tested with larger enterprises and is now available to the broader business community.

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

Key Topics Covered:

• Successor Energy Effect: How bringing on Andrea accelerated business growth
• The Meta Experience: Navigating succession while helping other families do the same
• Evolve's Three Pillars: Immersion + Implementation + Peer Community
• Starting Without Answers: Beginning the journey before you have it all figured out
• Relationship-First Planning: Keeping families together through complex transitions
• No Financial Conflicts: Advisor-only approach vs. transaction-based models
• Timeline Reality: Why succession takes longer than most families expect
• Community Impact: Supporting the massive generational wealth transfer

Elizabeth and Andrea emphasize that transition is truly a journey, not an event, and that having the right support system makes all the difference in creating successful outcomes for families, businesses, and communities.

Connect with Andrea Carpenter:

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

Your Next Gen Friend Podcast: https://yournextgenfriend.com/podcast

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

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 LauraChiesman'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 Updates and Evolve Program

02:10 The Energy of Bringing On a Successor

04:09 Andrea's Meta-Experience as Successor and Guide

06:33 Introducing the Evolve Program Vision

08:44 The Three Pillars: Immersion, Implementation, Community

11:06 Starting Without All the Answers

13:28 Supporting Both Owners and Successors

15:47 What Makes Evolve Different

18:10 Business Size and Accessibility

20:29 The Evolve Process Experience

22:42 Invitation to Explore