Values-based Legacy Planning

Values-based Legacy Planning

In this episode, co-hosts Ashka Wirk and James Grieve are joined by Sandy Pollack, founder of Trimaran Advisory Group and author of Don’t Leave a Mess. With more than 25 years of experience advising entrepreneurial families, Sandy takes a deeply values-based approach to legacy, helping clients protect their wealth while creating meaningful plans for the future. She explains why effective succession and estate planning must begin with values and strategy, and how uncovering the human side of wealth brings clarity, reduces conflict, and builds legacies with purpose.

Open-Book Leadership: Building Trust, Alignment, and Legacy in Family and Founder-Led Businesses

In this episode, co-hosts James Grieve and Ashka Wirk are joined by Ryan Markewich, an advocate for open-book cultures and transparent leadership. Ryan discusses how open-book leadership builds trust, drives alignment, and prepares family and founder-led businesses for long-term success and smooth succession. He shares strategies for overcoming founder resistance to transparency,connecting open-book practices to succession readiness, and using openness as a performance multiplier. Through real-world examples, Ryan highlights how transparency encourages employees to think like owners, strengthens alignment between family goals and business results, and reduces founder dependency.

Governance as the Catalyst for being SuccessionReady

In this episode, co-hosts Ashka Wirk and James Grieve are joined by Barb Schimnowsky, CMC, FEA, Partner at Watson Advisors Inc. Barb shares how governance, director recruitment, and leadership dynamics can help family andfounder-led businesses thrive and transition successfully. She explains why governance matters even in early growth stages, how to build effective boards or advisory councils, and the importance of recruiting directors who align withfamily values while bringing independent strategic thinking. Through real-world examples, Barb illustrates how governance supports leadership transitions,balances family priorities with business performance, and acts as a performance multiplier by shifting decision-making from reactive to strategic.

What Can You Expect from Working with SuccessionReady?

James Grieve and Ashka Wirk, co-founders of SuccessionReady, talk through what you, as a founder-led business, can expect from working with SuccessionReady.

Talent is the Bridge – How a People Strategy Enhances Succession Planning

In this episode, co-hosts James Grieve and Ashka Wirk are joined by David Litherland, Partner at Summit Search Group. David shares why recruitment is a critical part of succession planning, the importance of planning across all levels of an organization, and how organizations can take a proactive approach to future leadership.