Succession Plans That Start With Legal Docs Are Backwards—Mothers, Here’s What To Do Instead

Are you part of a family business—or raising a child while running one—and wondering what a successful succession plan actually looks like?

Family businesses are built with heart, legacy, and relationships, but succession can quickly become a source of stress, confusion, or even conflict. Whether you’re a business owner eyeing retirement or a next-gen leader stepping into a bigger role, this episode unpacks the emotional and logistical challenges of transitioning a business with intention and care.

In this episode, you will:

• Learn how to create a values-driven transition roadmap that aligns your business goals with your family's needs
• Hear a candid, real-life story of partnership and succession between two generations of leaders—what worked, what didn’t, and what surprised them
• Discover key signs your business is (or isn’t) ready for succession planning and how to open up the right conversations, whether you’re the founder or the future heir

If you're ready to gain clarity and confidence around the future of your business and family legacy, hit play on this powerful episode.

Connect with Andrea Carpenter: 

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

The Transition Strategists: https://transitionstrategists.com/ 

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

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

Episodes air weekly on Mondays and Wednesdays.

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Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.