The Art of Succession · 2025-06-17 · 56 min
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 GWCPA. Listeners will gain real-world insights into how succession planning is being put into practice inside an 80-year-old, multi-generational CPA firm. Facing the Realities of Succession Barrett shares the ongoing challenges GWCPA has faced in leadership transition, from unexpected health events to the loss of key staff and the pressures of staying independent in a market increasingly dominated by private equity. He discusses the importance of having a robust succession plan - not just for the business, but for the peace of mind of employees and families. Strategies for Sustainable Business Transition This season, Barrett and his team experimented with new approaches to client engagement, pricing, and internal systems. He details how GWCPA implemented engagement letters for every client, shifted to project-based profitability, and restructured roles to better serve clients and prepare for future leadership.
Other episodes covering the same guests and topics, from across The B2B Podcast Index.
How Education Founders Build Succession Plans that Scale Impact Beyond Themselves With Ryan Steuer87 / 100
How Business Owners Can Build a Company That Runs Without Them Using Succession Planning45 / 100
Leadership Succession Models for Founders to Scale Impact and Sell Without Chaos with Bob Labbe76 / 100
Succession Planning Secrets for CPAs to Buy into Partnerships with Confidence - Albert Butler CPA MBA75 / 100
Succession Planning for CPA Firm Leaders to Future-Proof a 125-Year Legacy - Rebekah Olson, CPA75 / 100
