Addressing Family Dynamics in Business Succession - Part Two (#276)

Part two of Amy Morin and Amy Wirtz's podcast is now out: 'Addressing Family Dynamics in Business Succession - Part Two (#276).' Hear the end of their discussion on the importance of addressing family dynamics during business succession planning. 

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Learn More about Amy Morin
Amy Morin is an accomplished entrepreneur and Business Growth Coach who brings exceptional value to your network. She has an impressive background as a Certified EOS Implementer®, Outgrow Sales Advisor, and Certified Exit Planning Advisor®. What makes Amy truly remarkable is her real-world success. She co-founded and scaled a company from zero to $40 million in revenue across multiple states before executing a successful exit. Later, she purchased a struggling Montana fly-fishing resort, implemented effective systems and accountability measures, and transformed it into a profitable enterprise that she also successfully exited.

Learn More about Amy Wirtz
Amy Wirtz is a senior consultant with The Family Business Consulting Group passionate about helping families develop and define their purpose. She works closely with families to identify their goals around values, ownership, and financial wealth. To support these goals, Amy helps families establish family offices, family councils, and enterprise governance systems. Amy’s multidisciplinary background supports the unique challenges family businesses face. She holds a bachelor’s degree in secondary education and a law degree, and she practiced law for 27 years, ten of which were focused on collaborative law. She is also a trained mediator and skilled facilitator with deep expertise in conflict resolution, communication, and listening.

In 2024, the Exit Planning Institute named her Exit Planner of the Year in recognition of her outstanding work guiding family firms through successful transitions. Amy also serves on multiple family business advisory boards in Ohio. She is a sought-after speaker for organizations such as YPO, YPO Family Office, the Private Company Governance Conference, and The Exit Planning Institute.

Mastery Partners

Elevating Businesses to Achieve The Business Owner’s Dream Exit 
The unfortunate reality is that for every business that comes on the market (for whatever reason), only 17% of them achieve a successful exit. You read that right. 83% of attempted business transitions never reach the closing table. Mastery Partners is on a mission to change that. We ELEVATE businesses to achieve maximum value and reach that dream exit.

Our objectives are simple - understand where the business is today, identify opportunities for dramatic improvement, and offer solutions to enhance the business, making it more marketable and valuable. And that all starts with understanding the business owner’s definition of his or her dream exit.  
Mastery has developed a 4-Step Process to help business owners achieve their dreams.

STEP 1: Transition Readiness Assessment
STEP 2: Roadmap for Value Acceleration
STEP 3: Relentless Execution
STEP 4: Decision: Now that desired results are achieved, the business is ready for the next step in the journey!

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