Jeff Jacob - Leadership & Legacy in Transition

Episode Summary: In this episode of the TriMetric Roadmap Podcast, Scott Landis and Jeff Jacob unpack a real-world case study from Business Freedom Advisors’ client portfolio — a multi-generational church navigating leadership succession, cultural transition, and a high-stakes financial turnaround. Through this story, they reveal universal lessons for founders and CEOs of closely held, mission-driven businesses facing generational handoffs and cash flow crises — showing how strong leadership, cultural awareness, and precise financial intelligence can save and strengthen organizations in transition.

Key Themes

Leadership & Legacy: How to honor the past while empowering new leadership to carry the mission forward.

Succession Readiness: The mindset shift founders must make to release control and equip “worthy enough” successors.

Culture & Purpose: Why purpose-driven motivation outperforms paycheck-driven performance — especially with younger generations.

Financial Intelligence: Jeff shares how detailed financial modeling and valuation work helped the client resolve a multi-million-dollar balloon loan crisis.

Strategic Transition: How selling a property for $8M repositioned the organization from survival mode to a sustainable, debt-free future.
Case Study Spotlight: The Southlake Story

A long-established, multigenerational church faced mounting financial pressure, an aging senior leader, and the challenge of preparing for the next generation. The turning point: A pending $3.5M balloon loan threatened closure. Through advisory and valuation work, the team facilitated a full property sale for $8M, leaving $4.5M to reinvest in a new chapter of ministry and mission.

Business Lesson: What looks like crisis can become a launchpad when leaders stay mission-focused, humble, and future-minded.

Resources Mentioned

BusinessFreedomAdvisors.com/case-studies — Explore the Southlake case and others

TriMetric Roadmap™ — Framework for measuring Business Health, Executive Performance & Life Quality

Business Freedom Diagnostic™ — Identify leverage points for growth, valuation, and founder freedom