The Art of Succession · 2026-07-07 · 1h 6m
This GPT has already supported hundreds of multi-generational businesses through complex transitions, and I’ve translated that experience into a free Custom GPT available on our website. Explore it here: - Want to be a guest on our podcast? Apply and share your expertise with our audience at - Welcome to The Art of Succession Podcast . Host Barrett Young, CPA , talks with Jon Morris , Chief Executive Officer at Fiscal Advocate, Inc. , and Founder and Executive Director at The Professional Service Community , about building and scaling a digital marketing agency from a ten-thousand-dollar business plan competition grant to forty million dollars in revenue before selling the company. Jon shares lessons from growing Rise Interactive, including hiring analytical talent, using financial data to guide decisions, and investing heavily in sales and marketing to accelerate growth. He also discusses his approach to succession, why strong financial systems matter when preparing for an exit, and how he now helps professional service firms improve profit, cash flow, and growth through better financial insight.
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
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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
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