Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Ed Mysogland. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ed Mysogland or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

EP 131: No One-Size-Fits-All: Amy Wirtz on Succession Without the Drama

34:55
 
Share
 

Manage episode 517828213 series 2524533
Content provided by Ed Mysogland. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ed Mysogland or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Managing a business is tough enough on its own. But add family dynamics in the mix, and things get even more challenging.

As a strategic advisor at The Family Business Consulting Group, Amy Wirtz shares her expertise on navigating ownership transitions in multigenerational families.

Amy discusses the challenges of balancing family relationships with business goals, offering insights on how to manage both for a successful transition. She also shares tips to help prepare the next generation for leadership to ensure that both the business legacy and family harmony are preserved.

In this episode, you will:

  • Learn how to create a clear succession plan

  • Discover strategies for managing conflict within the family

  • Understand how generational wealth planning works

Highlights:

(00:00) Meet Amy Wirtz

(02:57) The responsibilities of an exit planner

(07:00) From family law to family business advising

(12:55) Parallel planning for families and businesses

(16:22) Family ownership dynamics

(19:34) How next generations "pay" for family business transfers

(22:19) Navigating complex family communication

(26:29) The biggest problem in ownership transitions

(29:33) What family businesses teach about legacy and long-term thinking

Resources:

For past guests, please visit https://www.defendersofbusinessvalue.com/

Follow Amy:

Connect on LinkedIn: https://www.linkedin.com/in/amywirtzcepa/

Email: [email protected]

Learn more about The Family Business Consulting Group: https://www.thefbcg.com/

Follow Ed:

Connect on LinkedIn: https://www.linkedin.com/in/edmysogland/

Instagram: https://www.instagram.com/defendersofbusinessvalue/

Facebook: https://www.facebook.com/bvdefenders

  continue reading

101 episodes

Artwork
iconShare
 
Manage episode 517828213 series 2524533
Content provided by Ed Mysogland. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ed Mysogland or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Managing a business is tough enough on its own. But add family dynamics in the mix, and things get even more challenging.

As a strategic advisor at The Family Business Consulting Group, Amy Wirtz shares her expertise on navigating ownership transitions in multigenerational families.

Amy discusses the challenges of balancing family relationships with business goals, offering insights on how to manage both for a successful transition. She also shares tips to help prepare the next generation for leadership to ensure that both the business legacy and family harmony are preserved.

In this episode, you will:

  • Learn how to create a clear succession plan

  • Discover strategies for managing conflict within the family

  • Understand how generational wealth planning works

Highlights:

(00:00) Meet Amy Wirtz

(02:57) The responsibilities of an exit planner

(07:00) From family law to family business advising

(12:55) Parallel planning for families and businesses

(16:22) Family ownership dynamics

(19:34) How next generations "pay" for family business transfers

(22:19) Navigating complex family communication

(26:29) The biggest problem in ownership transitions

(29:33) What family businesses teach about legacy and long-term thinking

Resources:

For past guests, please visit https://www.defendersofbusinessvalue.com/

Follow Amy:

Connect on LinkedIn: https://www.linkedin.com/in/amywirtzcepa/

Email: [email protected]

Learn more about The Family Business Consulting Group: https://www.thefbcg.com/

Follow Ed:

Connect on LinkedIn: https://www.linkedin.com/in/edmysogland/

Instagram: https://www.instagram.com/defendersofbusinessvalue/

Facebook: https://www.facebook.com/bvdefenders

  continue reading

101 episodes

Alle episoder

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play