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The Art of Succession
Barrett Young | GWCPA
35 episodes
1 week ago
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 amplifies the risk of mistakes. On The Art of Succession Podcast, you'll hear from entrepreneurs who've successfully transitioned from employee to owner by acquiring businesses from parents, former bosses, or co-founders. Together, we'll explore how they navigated the complex blend of emotions and strategic decisions required to honor the past while forging a new and vibrant future. Your host, Barrett Young, a fellow traveler in the succession story of a 75+ year CPA firm himself, invites his guests to reflect on the mindset shifts, challenges, and triumphs that have empowered them to build on their established foundations. Whether you're just starting out or already envisioning your own succession plan, you will find insights and actionable advice to guide your journey.
Show more...
Entrepreneurship
Business,
Management
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All content for The Art of Succession is the property of Barrett Young | GWCPA and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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 amplifies the risk of mistakes. On The Art of Succession Podcast, you'll hear from entrepreneurs who've successfully transitioned from employee to owner by acquiring businesses from parents, former bosses, or co-founders. Together, we'll explore how they navigated the complex blend of emotions and strategic decisions required to honor the past while forging a new and vibrant future. Your host, Barrett Young, a fellow traveler in the succession story of a 75+ year CPA firm himself, invites his guests to reflect on the mindset shifts, challenges, and triumphs that have empowered them to build on their established foundations. Whether you're just starting out or already envisioning your own succession plan, you will find insights and actionable advice to guide your journey.
Show more...
Entrepreneurship
Business,
Management
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The Art of Military Succession According To The US Air Force
The Art of Succession
1 hour 7 minutes
9 months ago
The Art of Military Succession According To The US Air Force

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 shares insights on leadership transitions from military to civilian contexts.

After transitioning from an intense Korean assignment to leading 600 people in Germany, Joe faced unexpected challenges when reduced workload led to personnel issues. He discovered four capable but disconnected managers working inefficiently, creating an unintentionally toxic environment.

Joe's approach balanced adaptability with consistent standards through his "two-but rule" for handling disagreements and the "Protect the Family Name" campaign to unify the team. He implemented a 90-day change strategy, emphasizing making people feel "seen, heard, understood, and valued" (SHUV) while creating sustainable processes and data-driven tracking systems.

The transformation resulted in improved team engagement and more effective leadership time allocation, demonstrating that successful organizational change requires clear communication and measurable goals.


🎙️Full show notes, guest information, and video version of this episode available at https://gwcpas.com/blog/aos-joe-bogdan

✍️ Leave feedback for the show. I’d love to hear your input https://quark-fir-a64.notion.site/1d9dd04222f380ae96c9caae27bc1c66?pvs=105

The Art of Succession Podcast is brought to you by GWCPA. Twice a month on https://www.youtube.com/@gwcpas, CPA and Partner Barrett Young explores the emotional and strategic challenges of leadership transition, offering honest insights and actionable advice for successors and founders. 

If you've enjoyed this episode, please share it with others. It truly helps.

Disclaimer: This podcast is for informational purposes only and does not constitute legal, tax, or accounting advice. You should consult your own advisors before making decisions related to your situation. If you don’t have an advisor yet, reach out!

The Art of Succession
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 amplifies the risk of mistakes. On The Art of Succession Podcast, you'll hear from entrepreneurs who've successfully transitioned from employee to owner by acquiring businesses from parents, former bosses, or co-founders. Together, we'll explore how they navigated the complex blend of emotions and strategic decisions required to honor the past while forging a new and vibrant future. Your host, Barrett Young, a fellow traveler in the succession story of a 75+ year CPA firm himself, invites his guests to reflect on the mindset shifts, challenges, and triumphs that have empowered them to build on their established foundations. Whether you're just starting out or already envisioning your own succession plan, you will find insights and actionable advice to guide your journey.