May 29, 2024

160: Overcoming Fear and Preparing For a Successful Ownership Transition, Jon Eesley

Host Laurie Barkman, The Business Transition Sherpa, talks with Jon Eesley, founder of Windsor Advisory Group. With over 27 years of experience working with privately held businesses, Jon has helped countless business owners navigate the complexities of succession planning. His approach focuses on understanding clients’ personal goals and values to develop financial strategies that support their vision. 

Laurie and Jon discuss ways to approach the transition planning process to overcome fear by leaning in on your personal motivations and vision for your legacy. Learn how to clarify your purpose beyond financial gains. Plan a succession that combines your head, heart, and calculator to ensure future generations maintain the family legacy. 

Listen in to learn more about:

  • Strategies for clarifying your personal motivations beyond financial security
  • Best practices for establishing clear family values and legacy 
  • Ensuring you find fulfillment in your next chapter beyond financial gains
  • Questions to consider about your role and purpose before transitioning your business
  • Advice for prioritizing purpose over legalities in your succession plan

Enjoy this Succession Stories episode on preparing for a successful ownership transition with Jon Eesley.

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The Business Transition Handbook

The Business Transition Handbook

Preparing owners to navigate the emotional and practical nature of the transition process so you can exit on your terms and avoid succession regrets.

“A game changer to help you win in your exit and in life.”


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