The Art of Succession
Episodes
The Succession Planning for CPA Firm Owners to Build a Business That Runs Without Them
17 Mar 2026
Contributed by Lukas
This GPT has already supported hundreds of multi-generational businesses through complex transitions, and I’ve translated that experience into a fre...
Succession Strategies for Founders to Retain Clients Using Sniper Marketing with Ben Baker
03 Mar 2026
Contributed by Lukas
The 30-Question Ownership Readiness Diagnostic. Identify your gaps in finance, leadership, and revenue creation before you take the leap. Get your sco...
How New Leaders Can Inherit a Business Without Losing Trust or Breaking Culture with Keegan Evans
17 Feb 2026
Contributed by Lukas
The 30-Question Ownership Readiness Diagnostic. Identify your gaps in finance, leadership, and revenue creation before you take the leap. Get your sco...
A Young CEO Lost His Family Business to Rebuild Purpose and Legacy in Succession with James Kell
03 Feb 2026
Contributed by Lukas
The 30-Question Ownership Readiness Diagnostic. Identify your gaps in finance, leadership, and revenue creation before you take the leap. Get your sco...
How Young Entrepreneurs Take Over Businesses and Succeed in Succession Planning with Colin Sanburg
20 Jan 2026
Contributed by Lukas
The 30-Question Ownership Readiness Diagnostic. Identify your gaps in finance, leadership, and revenue creation before you take the leap. Get your sco...
The Succession Strategies for Founders to Scale Businesses and Let Go of Control with Doug Thorpe
06 Jan 2026
Contributed by Lukas
The 30-Question Ownership Readiness Diagnostic. Identify your gaps in finance, leadership, and revenue creation before you take the leap. Get your sco...
The Shift from Hourly to Subscription to Build the Value and Modernize a CPA Firm
16 Dec 2025
Contributed by Lukas
The 30-Question Ownership Readiness Diagnostic. Identify your gaps in finance, leadership, and revenue creation before you take the leap. Get your sco...
The Bootstrapped Growth for Podcasters to Succeed with Acquisitions and Systems with Alex Sanfilippo
02 Dec 2025
Contributed by Lukas
The 30-Question Ownership Readiness Diagnostic. Identify your gaps in finance, leadership, and revenue creation before you take the leap. Get your sco...
The Bold Succession Plan That Let Me Own and Transform a Financial Business with Joseph Curry
18 Nov 2025
Contributed by Lukas
The 30-Question Ownership Readiness Diagnostic. Identify your gaps in finance, leadership, and revenue creation before you take the leap. Get your sco...
How Operators Rescue Failing Businesses and Rebuild Culture That Drives Profit with Ori Elraviv
04 Nov 2025
Contributed by Lukas
The 30-Question Ownership Readiness Diagnostic. Identify your gaps in finance, leadership, and revenue creation before you take the leap. Get your sco...
The Succession Planning Creatives Ignore That Destroys Legacy and Profit with Lesle Lane
21 Oct 2025
Contributed by Lukas
The 30-Question Ownership Readiness Diagnostic. Identify your gaps in finance, leadership, and revenue creation before you take the leap. Get your sco...
How Founders Can Raise $1.2M and Still Burn Out Scaling a Fashion Brand with Emily McDonald
07 Oct 2025
Contributed by Lukas
The 30-Question Ownership Readiness Diagnostic. Identify your gaps in finance, leadership, and revenue creation before you take the leap. Get your sco...
The Succession Crisis for CPA Firms to Survive AI Disruption by Adopting EOS and Letting Go of Tax
16 Sep 2025
Contributed by Lukas
Welcome to The Art of Succession Podcast. Host Barrett Young, a Tax and Marketing Partner at GWCPA, shares a personal and behind-the-scenes look at GW...
How to Reverse Engineer Your Success Timeline
02 Sep 2025
Contributed by Lukas
In this episode of The Art of Succession podcast, host Barrett Young interviews Mark Vincent, an executive advisor and co-founder of Teal Vincent Ente...
Acquiring A Franchise Made For An Ideal Career Change
19 Aug 2025
Contributed by Lukas
In this episode of The Art of Succession podcast, host Barrett Young interviews Brando Guerrero, owner of Made in the Shade NorCal, who shares his com...
From Construction Crash to Franchise Empire
05 Aug 2025
Contributed by Lukas
In this episode of The Art of Succession podcast, host Barrett Young interviews Max Emma, CEO of Franchise with Max, who shares his remarkable journey...
The True Value of Family Business: Entrepreneurial Kids
29 Jul 2025
Contributed by Lukas
In this Bonus episode of The Art of Succession podcast, host Barrett Young interviews Jonathan and Renee Harris, who discovered that their family busi...
Why Most Consultants Retire Broke (And How to Avoid It)
15 Jul 2025
Contributed by Lukas
In this episode of The Art of Succession podcast, host Barrett Young interviews Stephanie Hayes, exit strategist and investor in multiple businesses. ...
This COO's Path to Building Three Sellable Companies
01 Jul 2025
Contributed by Lukas
In this episode of The Art of Succession podcast, host Barrett Young interviews David Forster, a serial entrepreneur who successfully built and sold t...
The Future Of The Show And Our Firm's Transformation
17 Jun 2025
Contributed by Lukas
In this episode of The Art of Succession podcast, host Barrett Young reflects on a year of transformation and previews the future of both the show and...
He Watched Dad Bet Too Much On The Business Sale
03 Jun 2025
Contributed by Lukas
In this episode of The Art of Succession podcast, host Barrett Young interviews Nick Garofalo, founder of OpenHanded Wealth and former executive at Co...
How a Failed Franchise Launched a 30-Year Business Success Story
20 May 2025
Contributed by Lukas
In this episode of The Art of Succession podcast, host Barrett Young interviews Charles Read, CEO of Get Payroll in Dallas, Texas, who shares his 30-y...
The Unexpected Value - and Timing - of Keeping Your Business
06 May 2025
Contributed by Lukas
In this episode of The Art of Succession podcast, host Barrett Young interviews Nesha Pai, founder of Pai CPA and international public speaker. Nesha ...
25 Years of IT Transformation: Thriving Through the DotCom Bust, Recession, and Pandemic
15 Apr 2025
Contributed by Lukas
In this episode of The Art of Succession podcast, host Barrett Young interviews Mike Ritsema, CEO of i3 Business Solutions in Grand Rapids, Michigan. ...
Bridging the Valuation Gap: Building A Company Your Employees Want to Buy
01 Apr 2025
Contributed by Lukas
In this episode of The Art of Succession podcast, host Barrett Young interviews Tom Gledhill, a former business owner, broker, and author who has succ...
The 25-Year-Old CEO: When Succession Comes Too Soon
18 Mar 2025
Contributed by Lukas
In this episode of The Art of Succession podcast, host Barrett Young interviews Garrett Noach, president of Lamothermic, a casting manufacturer in New...
She Secured Above Average Client Retention Buying an Insurance Agency
04 Mar 2025
Contributed by Lukas
In this episode of The Art of Succession podcast, host Barrett Young interviews Nakeia Mack, who transitioned from an accounting degree to owner of Ol...
Breaking Free from Hustle Culture: The True Cost of Growth
18 Feb 2025
Contributed by Lukas
In this episode of The Art of Succession podcast, host Barrett Young interviews Adam Shay, who shares his comprehensive journey from founding a CPA fi...
The Art of Military Succession According To The US Air Force
04 Feb 2025
Contributed by Lukas
In this episode of The Art of Succession podcast, host Barrett Young interviews Joe Bogdan, a retired Chief Master Sergeant in the US Air Force, who s...
Turning Life Experience Into Subject Matter Expertise
21 Jan 2025
Contributed by Lukas
In this episode of The Art of Succession podcast, host Barrett Young interviews Manasa Nadig, a cross-border tax expert and owner of MN Tax and Busine...
My Partner Overcame Their Objections Until They Couldn't Say No Any Longer
07 Jan 2025
Contributed by Lukas
In this episode of The Art of Succession podcast, host Barrett Young interviews Samantha Bowling, managing partner here at GWCPA, who shares her remar...
Season Finale & Best Moments
17 Dec 2024
Contributed by Lukas
In this episode, host Barrett Young reflects on The Art of Succession’s first season, sharing memorable moments, lessons learned, and a preview of w...
She Sold Her Niched Law Firm To The First Choice On Her List
03 Dec 2024
Contributed by Lukas
In this episode of The Art of Succession podcast, host Barrett Young interviews Jillian Sidoti, founder of Crowdfunding Lawyers and creator of Last Li...
Her Systems Took This Recruiting Agency From Launch To Rapid Exit
19 Nov 2024
Contributed by Lukas
In this episode of The Art of Succession podcast, host Barrett Young interviews Alanna Thomas, founder of Aligned Recruitment and Thomas Media Agency....
These Partners Stepped In To Rescue A Buddy's Hearing Aid Store After A Text
05 Nov 2024
Contributed by Lukas
In this episode, host Barrett Young interviews Jarom Rogers, a partner at Legacy Hearing Professionals. They discuss Jarom's experience in taking over...
This Rapid Growth CPA Firm Has Gone From Dad's Living Room to 30 Employees
15 Oct 2024
Contributed by Lukas
In this episode of The Art of Succession podcast, host Barrett Young interviews Mike Libbey, the Chief Operating Officer of YBL, an accounting firm ba...
Leaving The Family Business Prepared Her To Take Over This Third Generation Auto Recycler
01 Oct 2024
Contributed by Lukas
In this episode of The Art of Succession podcast, host Barrett Young interviews Amber Kendrick, the owner of Pete's Auto Parts, an auto parts recyclin...
She Learned Resilience Losing Their Travel Agency, And Now Helps Others
17 Sep 2024
Contributed by Lukas
In this episode of "The Art of Succession" podcast, host Barrett Young interviews Lisa Dare, an executive coach and leadership practitioner based in C...
Unbeatable Opportunity: How A Text Led These Chiropractors To Business Ownership!
03 Sep 2024
Contributed by Lukas
In this episode of The Art of Succession podcast, host Barrett Young interviews Dr. Tatiana Barrera and Dr. Michael Vega, the engaged couple behind Mo...
Working With His Grandfather Was This CPA's Unfair Advantage
20 Aug 2024
Contributed by Lukas
In this episode of The Art of Succession podcast, host Barrett Young interviews Curtis Hardwick, who shares his journey of taking over his grandfather...
They Overhauled A 20 Year-Old Online Course That Had Zero Recurring Revenue
06 Aug 2024
Contributed by Lukas
In this episode of "The Art of Succession" podcast, host Barrett Young talks with Peter Wietmarschen, a partner at The Author’s Voice. Peter shares ...
A Cancer Diagnosis Gave This CPA Firm Clarity On Client Selection
16 Jul 2024
Contributed by Lukas
In this episode of The Art of Succession podcast, host Barrett Young sits down with Jim Morrow, the CEO of Agency CPAs. Jim's story offers a compellin...
He Bought Dad's CPA Firm And Built A Powerful Community
16 Jul 2024
Contributed by Lukas
In this debut episode of The Art of Succession podcast, host Barrett Young interviews Jason Blumer, CEO of Blumer CPAs and the Thriveal CPA Network, t...
The Art of Succession Trailer
28 Jun 2024
Contributed by Lukas
Stepping into the role of business owner is one of the most challenging endeavors you'll undertake. Buying that business from someone you already know...