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Your Next Gen Friend: A Successor's Guide to Business Transition

Your Next Gen Friend: A Successor's Guide to Business Transition

Auteur(s): Andrea Carpenter
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À propos de cet audio

Your Next Gen Friend is the podcast for successors—whether you’re stepping into a family business, a privately held company, or simply the expectations tied to someone else’s legacy. I’m Andrea: G2, a successor in a privately owned business, and a guide for the next generation navigating identity, pressure, and purpose inside family systems. This show is for those of us in the in-between... honoring what came before while trying to build something that’s truly our own. Whether you’re blood family or the trusted non-family leader stepping in, this is your space for real conversations about what it actually means to succeed, on your terms. You’re not alone in this. And I hope that makes all the difference.Copyright 2025 Andrea Carpenter Économie
Épisodes
  • Steward the Seat: AJ Treleven on Family Governance That Grows
    Sep 25 2025

    Ever felt like the transition timeline is moving impossibly slow—while your career clock is

    ticking fast?

    AJ Treleven (EVP, Sprague Pest Solutions) walks us through the governance backbone of a century-old family enterprise: outside directors to buffer family from operations, a two-meeting cadence that separates fiduciary work from family dynamics, and a long-view philosophy that treats roles as stewarded “seats,” not permanent thrones. We dig into next-gen readiness, why “happiness is dictated by expectation,” and the underrated power of choosing to be in the business—rather than feeling forced.

    You’ll learn:

    • How family governance (annual family meetings + owner education) pairs with business governance (outside board, comp committee) to reduce friction.
    • The two-meeting system: unit holder (fiduciary) vs. family meeting (relationships/learning).
    • Why stewardship > ownership: leave the seat better, and measure leaders by the people they promote.
    • The “nose in, fingers out” model for elder generations (grandparent the business).
    • The mindset shift: choose to be there; align expectations or expect resentment.
    • Personal growth math: if the business grows 10%, grow yourself 11%.


    Connect with AJ Treleven:

    Sprague Pest Solutions — https://www.spraguepest.com/

    Pacific Family Business Institute — https://www.pacificfamilybusiness.com/

    Connect with Andrea Carpenter and Your NextGen Friend:

    Website: https://yournextgenfriend.com/

    Your Next Gen Friend on Instagram: https://www.instagram.com/yournextgenfriend/

    Your Next Gen Friend on YouTube: https://www.youtube.com/@yournextgenfriend

    Andrea on LinkedIn: https://www.linkedin.com/in/andreashaver/


    Subscribe to "Your Next Gen Friend" on your favorite podcast player:

    Spotify: https://yournextgenfriend.com/open-spotify

    Apple Podcasts: https://yournextgenfriend.com/apple-podcast


    Podcast theme music by Transistor.fm.

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    49 min
  • Choosing What Not to Inherit: Andrea on Legacy, Identity & Becoming
    Sep 18 2025

    This solo episode is a little different. Andrea shares her personal answers to the three reflective questions she now asks every guest on the podcast—designed to move us through past, present, and future.

    Questions explored in this episode:

    1. What have I chosen not to inherit?
    2. What’s a part of my story that I’m learning to honor right now?
    3. In one word, what am I the first of in my family?

    Andrea opens up about letting go of the belief that success requires sacrificing family time, redefining what it means to be entrepreneurial, and stepping into the vulnerable role of being the “first” to go public about family, identity, and legacy.

    If you’re a next gen navigating the tension of privilege, pressure, and possibility—this episode is for you.

    👉 Leave a review, share this episode with a friend, and join Andrea on LinkedIn or Instagram (@yournextgenfriend) to keep the conversation going.

    Connect with Andrea Carpenter and Your Next Gen Friend:

    • Website: https://yournextgenfriend.com/
    • Your Next Gen Friend on Instagram: https://www.instagram.com/yournextgenfriend/
    • Your Next Gen Friend on YouTube: https://www.youtube.com/@yournextgenfriend
    • Andrea on LinkedIn: https://www.linkedin.com/in/andreashaver/


    Subscribe to "Your Next Gen Friend" on your favorite podcast player:

    • Spotify: https://yournextgenfriend.com/open-spotify
    • Apple Podcasts: https://yournextgenfriend.com/apple-podcast


    Podcast theme music by Transistor.fm.

    Voir plus Voir moins
    12 min
  • You Are Not the Business: Legacy, Energy & Leadership with Anne Bauer
    Sep 11 2025

    What if stepping into family business leadership meant putting on someone else’s suit every day—literally and figuratively?

    In this episode, Andrea sits down with sixth-generation CEO Anne Bauer, who shares how trying to lead like her dad left her feeling disconnected and creatively stuck. Anne opens up about the moment she realized she needed to stop copying and start leading authentically—and how that shift changed everything.

    We explore Anne’s Three Pillars of Legacy framework—clear communication, healthy boundaries, and energetic awareness—and how energy work can transform how we show up inside family systems. If you’ve ever felt the pressure to preserve legacy while losing yourself in the process, this one’s for you.

    What You’ll Hear in This Episode:
    • Anne’s unexpected leap from “just helping out” to leading her family’s sixth-gen business
    • What it feels like to lead in someone else’s shoes—and how to shed the “executive dude suit”
    • Navigating sibling transitions across ranching, citrus, and aviation companies
    • Her Three Pillars of Legacy—and why energy work matters more than you think
    • The difference between being a steward and tying your identity to the business
    • How to lead while raising the next generation—and why you don’t have to inherit what doesn’t serve you

    Connect with Anne Bauer:

    Website: https://thelegacyevolution.com/

    Free resources: Quarterly magazine, blog, podcast, and more.

    Subscribe to “Your Next Gen Friend” on your favorite podcast player:

    Spotify: https://yournextgenfriend.com/open-spotify

    Apple Podcasts: https://yournextgenfriend.com/apple-podcast

    Check out "The Business Transition Roadmap with Elizabeth Ledoux"

    Spotify: https://yournextgenfriend.com/open-spotify

    Apple Podcasts: https://yournextgenfriend.com/apple-podcast

    Podcast theme music by Transistor.fm.

    Chapters in this Episode

    00:00 Introduction: Meet Anne Bauer, Sixth-Generation CEO

    01:27 Anne’s Unexpected Path into Family Business

    06:34 The Difficult Conversations That Made Transition Possible

    08:52 Wearing the “Little Executive Dude Suit” - The Authenticity Challenge

    13:42 What Support Could Have Changed Everything

    15:01 Sibling Dynamics and Multiple Business Transitions

    19:18 From Coaching Herself to Helping Other Family Businesses

    24:29 The Three Pillars of Legacy Framework

    28:58 Getting Started with Energetic Awareness

    35:50 Rapid Fire: What Haven’t You Inherited?

    38:12 Learning to Honor Your Story While Leading

    39:33 Being the First: Building Bridges Between Past and Future

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    43 min
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