Why Only 33% of Family Businesses Survive: The Succession Conversation with Bobby Mascia

2026-02-10

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In this episode of The Wealthy Entrepreneur, host Bob Gauvreau and Bobby Mascia, Founder of Green Ridge Wealth Planning and Family Office operator, explore how to architect a business for both profitability and transferability, why family succession fails 67% of the time and the counter-intuitive tax strategy that turns reinvestment into long-term wealth. From the operational structures that separate founders from their businesses to mastering the art of succession planning, this episode is a masterclass in learning how to stay...

From the operational structures that separate founders from their businesses to mastering the art of succession planning, this episode is a masterclass in learning how to stay profitable, cut through the noise and avoid getting trapped by your own operations.

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About Bobby:

Bobby Mascia is a Registered Investment Advisor and Founder of Green Ridge Wealth Planning, specializing in comprehensive wealth strategies for business owners and entrepreneurs. With a background spanning family business operations (scaling Dunkin' Donuts and Baskin-Robbins franchises from 20 to 40 locations) and financial advisory, he has built a fiduciary practice focused on bridging the gap between business performance and personal wealth. He’s taken his expertise to the page through the book, “Unchained”, a business memoir exploring the trials, failures and breakthroughs of entrepreneurial life, and hosts the “Business Unchained” podcast, as well. His work centers on making businesses "exit-ready", positioning owners for sustainable growth, reduced operational friction, and strategic optionality, with an ambitious goal to help 1,000 business owners achieve exit readiness by 2036.

Connect with Bobby:

Website: https://bobbymascia.com/

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

Instagram: https://www.instagram.com/bobbymascia/?hl=en

Green Ridge Wealth Planning Website: https://grwealthplan.com/

Bobby’s Book: https://www.amazon.in/Unchained-Entrepreneurship-Family-Business-Balance-ebook/dp/B0GCB1C51T

Bobby’s Podcast: https://www.youtube.com/@bobbymascia

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