
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 famil

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Hosted by SuccessionReady · 🇺🇸 US · EN · 31 episodes
Established thought leaders with verified media credentials.
The SuccessionReady podcast, hosted by James Grieve and Ashka Wirk, brings you expert guests who will provide you with information, insights, and actionable advice relevant to you as a founder-led business to help you become SuccessionReady.
SuccessionReady hosts The SuccessionReady Podcast, a business show with 31 episodes published.

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 famil

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, a

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 an

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

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 acr

In this episode, SuccessionReady co-creators James Grieve and Ashka Wirk are joined by Michael Ras, CEO of Employee Ownership Canada. Michael explains employee ownership and why it offers a compelling succession path tha

In this episode, SuccessionReady co-creators James Grieve and Ashka Wirk are joined by Kyle White, Director of Education at Co-operatives First. Kyle breaks down how co-operatives work, shares real-world success stories,

In this episode, co-hosts James Grieve and Ashka Wirk are joined by Halee Fried. Halee is the founder of a family-owned business, Farmstrong Cider Company, located in Armstrong, British Columbia, Canada. Halee and her fa

Trevor Jones, Area Manager of Operations – Prairie Region with CarStar Canada, shares his personal succession journey and the importance of succession planning at CarStar, North America’s largest Multi-Shop Operator Netw

Mike Kuzma, Client Solutions Manager at The Targeted Strategies Group, shares how life insurance can be a powerful tool in succession planning and long-term wealth preservation.

Judi Cunningham, founder of Trella Advisory Group, explores one of the most challenging aspects of transition in family enterprises – preparing the next generation. She shares what she has learned about working with seni

In this episode, James Grieve and Ashka Wirk, co-founders of SuccessionReady, introduce you to succession planning and why it’s important, walk you through the SuccessionReady approach, and provide guidance on next steps

James Grieve and Ashka Wirk have a conversation with Patti Durand, Principal of Brightrack Consulting, about her work guiding family businesses from complex urgency to results-oriented action.

Michael Smith, President of Smith Business Valuations, shares advice and guidance for founders thinking of a business valuation as part of their succession planning process – what to expect, how to prepare, what can get

In this episode, taped during the VIEA State of the Island Economic Summit 2024, SuccessionReady co-creator Ashka Wirk moderates a panel of experts – Ehren Lee of Urban Systems, Joshua Ludgate of Small Business BC, and K

Liz Robertson, Executive Director of the Canadian Association of Farm Advisors, shares what she’s noticing about the needs of farmers and farm businesses from a succession planning perspective.

James Grieve and Ashka Wirk have a conversation with Danica Dutt, the President of Kelowna Women in Business, about her insights, experiences, and stories of female founders and their approaches to succession planning.

Lee Vanderlaan, the CEO of the Vanderlaan Family Office, shares her story of the series of successions in her family business, as well as the set up of the Vanderlaan Family Office, whose purpose is to ensure the lasting

In this episode, SuccessionReady co-creators James Grieve and Ashka Wirk discuss the insights they learned from economic development professionals about the challenges facing their communities regarding succession planni

Our guest for this episode is Martin Bell, the CEO of Urban Systems. Martin talks to us about his company’s unique employee ownership model – to spark insights for you as a founder-led business considering succession opt
Sandy Pollack
author of 'Don't Leave a Mess' · Trimaran Advisory Group
1 appearance on this show
Trevor Jones
Corporate Director + Head of Training / Franchise Success · CarStar Canada
1 appearance on this show
Patti Durand
family business advisor and author of The Future Leader · Bright Track Consulting
1 appearance on this show
Michael Smith
CEO of the Greater Valdosta United Way / Lowndes County Commissioner · The Institute for Automotive Business Excellence
1 appearance on this show
Barb Schimnowsky
Watson Advisors Inc.
1 appearance on this show
David Litherland
Summit Search Group
1 appearance on this show
Michael Ras
Employee Ownership Canada
1 appearance on this show
Kyle White
Co-operatives First
2 appearances on this show
Halee Fried
Farmstrong Cider Company
1 appearance on this show
Mike Kuzma
The Targeted Strategies Group
1 appearance on this show
Judi Cunningham
Trella Advisory Group
1 appearance on this show
Ehren Lee
Urban Systems
1 appearance on this show
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