Succession planning
When the next generation is ready, and how the current one steps back.

A CircleMakers podcast Hosted by Todd Garretson
Conversations on family business succession, ownership transitions, and preparing the next generation.
Family business leaders and their next-generation successors talk about passing on leadership, ownership, and legacy, across the desk from a host who has lived it.
Spotify and Apple Podcasts links coming soon. Want to be interviewed? Be a guest.
200+family and privately held businesses served
25+years of family enterprise practice
$20B+combined enterprise value advised
The Handoff Podcast brings together family business leaders and their next-generation successors for conversations about passing on leadership, ownership, and legacy. Through both generations’ perspectives, the show explores how families navigate succession and prepare their businesses for the future.
Founders, next-gen principals, families, advisors, leadership teams and board chairs talk about what a generational transition is actually like: the decisions, the disagreements, and the turning points that rarely make it into a case study.
What each episode covers
When the next generation is ready, and how the current one steps back.
How control, shares and wealth move from one generation to the next.
Preparing successors to lead, and earning the trust of the people around them.
Boards, family councils, and how decisions get made as the family grows.
The conversations a family needs to have before anyone drafts the documents.
Working together as a family, hard conversations, and keeping relationships intact.

Host, The Handoff Podcast Founder, CircleMakers
Todd founded CircleMakers to advise family and privately held businesses on succession, leadership, ownership and governance.
He is a third-generation owner in a family business that has been passed down across three generations, so he knows what it means to be a successor finding his place while an older generation works out how to let go.
“This isn’t a framework I read about. It’s the hardest work of my own life, turned into a practice.”
On The Handoff Podcast, he brings that experience to conversations with the people facing the same decisions.
The first episodes are being booked and recorded now. Each one is a full interview with a family business leader, a successor, or an advisor who has been through a handoff.
Episode 1
Our first guest conversation. Subscribe on YouTube to catch it the day it goes live.
Subscribe on YouTubeEpisode 2
New conversations follow regularly once the show launches.
Your story
Been through a family business transition, or in one now? Todd would like to hear about it.
Be a guest
Follow The Handoff Podcast wherever you listen and you’ll see each episode as soon as it’s out.
The Handoff Podcast is for founders, next-generation leaders, family members, and the advisors who work with them. If your family business has been through a transition, or is in one now, Todd would like to hear about it.
Is your family business planning a generational transition, currently undergoing one, or has it completed one in the past?
Come and talk about it.