Free E-Book Download

It's A Journey -Second Edition

The Must-Have Roadmap to
Successful Succession Planning

Whether you're considering selling, transitioning internally, or just starting to imagine what’s next—this book has the tools that have helped hundreds of businesses successfully transition to the next generation.

TransitionStrategists.com needs the contact information you provide to us to contact you about our products and services. You may unsubscribe from these communications at anytime. See our privacy policy for terms and conditions and to learn how we protect your data.

What's New?

A full chapter on Transition 3.0

—the collaborative approach that sets successful transitions apart. Where older models kept the plan secret until the last moment, or announced it with no room for input, Transition 3.0 brings both generations in to build it together.

Brought to you by Elizabeth Ledoux and Laura Chiesman

Elizabeth Ledoux

Author

Elizabeth has spent 30+ years helping family and privately held businesses navigate successful transitions. With her relationship-first approach, she’s achieved a 100% success rate guiding owners through the emotional, leadership, and legacy challenges that most advisors overlook.

Laura Chiesman

Author

For over 25 years, Laura Chiesman has developed financial planning and wealth management strategies for successful individuals, families, and business owners to enable them to achieve their immediate and lifetime financial goals.

Together, Elizabeth and Laura bring a powerful balance of wisdom and fresh perspective to transition planning—showing you how to align leadership, legacy, and relationships for lasting success.

Typical Plan vs. Complete Roadmap

TYPICAL PLAN

  • Taxes

  • Legal

COMPLETE ROADMAP

  • Taxes

  • Legal

  • Emotions

  • Governance structures

  • Successor development

  • Relationship alignment

This book is for you if:

You're thinking about transition but aren't sure where to start

You already have advisors but feel something’s missing

You care about both your business and your relationships

You want to prepare your successor to thrive—not just survive

You want to make sure your successor (family or not) is actually ready

Ready to transition with confidence—not just paperwork?