In this episode, host Elizabeth Ledoux is joined by Caio Campello, a member of The Transition Strategists team. As an attorney, arbitrator, mediator, negotiator, strategist, and business transition guide (yes, he wears all of these hats!), Caio has worked with families and businesses to resolve disputes and find equitable solutions that benefit all parties.
In this episode, Elizabeth and Caio discuss the challenges and opportunities related to the succession planning process, the importance of a trusted advisor in facilitating communication between the owner and successor in a family business transition, and the shift in mindset for business owners transitioning to a new generation of leaders, from taking full control to trusting the process and building trust in the successor.
Thanks to Caio Campello for being on the show. Check with Caio on LinkedIn: https://www.linkedin.com/in/caio-campello-de-menezes/
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/
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
This episode was produced by Story On Media & Marketing: https://www.successwithstories.com.
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Navigating Purposeful Planning & Maximizing Impact, w/ John A. Warnick
From Startup to Succession: Wealth Planning for Entrepreneurs, w/ Nelisha Firestone
Kickstarting Your Business Transition, w/ Andrea Carpenter
Insights on Legacy Preservation & Wealth Transfer Strategies w/ Mark Richards
The Art of Pivoting: Alina Martin on Merging & Selling Businesses
Preparing Heirs & Optimizing Your Family's Impact, w/ Josh Kanter, CEO of leafplanner
How to Be Successful as a Successor CEO, w/ Kyle Recchia CEO of The Perfect Workout
The Greatest Wealth Transfer: Ensuring Success in Family Business Transition
From Oysters on a Cart to Seafood Empire: The Legacy of Seattle Fish Company, w/ James Iacino
The Power of Eliminating Options & Focusing on Less, w/ Jay Rollins
What Is It Like To Be A Business Transition Guide?
The Role Of Emotional Intelligence In Ensuring Successful Business Transitions
Wealth Transition Planning, with Brannon Fisher
Finding Freedom: How a Thoughtful Business Transition Changed Everything, w/ Tom Kirk
Tax Efficiency in Business Transitions: Strategies & Considerations w/ Eric Lake
The Importance of Planning Your Exit Strategy with Ned Minor
Insider Tips on Successful Succession Planning
A Journey of Business Succession & Professional Reinvention With Dawn Abbott
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