By Elizabeth Ledoux & Laura Chiesman
It’s A Journey
The MUST-HAVE Roadmap to Successful Succession Planning
This book is your compass mapping out the step-by-step actions you must take to navigate the complicated terrain of private & family business transitions. Create wins for yourself, your successors, family, and company.
Other Books
Accelerate Your Entrepreneurial Flight
by Elizabeth Ledoux
Understanding the Growth of the Entrepreneur
by Elizabeth Ledoux
Are You Worried About Money?
by Tom Kirk
Your Wealth Confidence Scorecard
by Tom Kirk
Brighter Future 401(k)
by Robert DeVries &
Tom Kirk
Laura Chiesman
Owner and President of FirstWave Financial, a Certified Financial Planner™ professional, Certified Divorce Financial Analyst® and WealthCoach. Laura helps individuals, families, and business owners transform financial complexity and confusion into a confident financial future.
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Robert DeVries
Accredited Wealth Management Advisor®, Chartered Retirement Plans Specialist®, and FirstWave Financial WealthCoach. Robert helps individuals simplify their financial lives and improving confidence, and helps business owners through The Retirement Plan Optimizer™ solution to engage their employees.
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Tom Kirk
Founder and Chairman of the Board of Directors of FirstWave Financial, a Certified Public Accountant, Personal Financial Specialist, and WealthAdvocate. Creator of distinctive financial planning solutions, The WealthCare Solution™ and The Retirement Plan Optimizer™.
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Elizabeth Ledoux
Founder of The Transition Strategists and thought leader/speaker on the topics of succession planning, navigating transitions for companies and leaders, family business, strategic growth, and the business journey. Elizabeth is the author of 3 books for business owners and entrepreneurs.