The Family Business Podcast

Succession Isn’t a Spreadsheet

47 min · 10 de sep de 2025
Portada del episodio Succession Isn’t a Spreadsheet

Descripción

Succession in family business isn’t just a name on a chart—it’s one of the most emotional, complex, and defining transitions a family can face. Emily Holdman, Managing Director at Permanent Equity, joins Jamie to unpack why succession so often gets framed as a power struggle, and how families can turn it into a collaborative, purpose-driven process instead.   They explore what emotional readiness looks like for both generations, the misconceptions that derail succession planning, and the overlooked leadership skills that truly prepare the next generation. It’s a candid conversation about letting go, stepping up, and building continuity that lasts beyond titles.

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Portada del episodio Beyond the Business: Finding Your Role in the Family Legacy with Jeff Wilcoxon

Beyond the Business: Finding Your Role in the Family Legacy with Jeff Wilcoxon

In this episode, Jamie Shah talks with Jeff Wilcoxon — a next-generation family business leader and thoughtful advocate for redefining what “being involved” really means. Together, they explore the quiet but critical roles that family members play beyond the corner office: from shaping vision and governance to fostering trust and continuity. Jeff shares lessons from his own journey, the importance of curiosity and connection, and why contribution doesn’t always require a job title. This episode reminds us that family business leadership isn’t limited to those running the company — it’s also carried by those who help sustain its values, relationships, and purpose across generations.

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