Preparing Next-Gen Leaders for Family Business Success With Doug Gray, PhD

The Agent of Wealth

What’s harder than building a successful family business? Handing it off to the next generation.

Passing on a successful family business is one of the most complex – and often avoided – transitions a family can face. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Doug Gray, PhD, a leadership coach, organizational psychologist, and author of The Success Playbook for Next Gen Family Business Leaders. Together, they explore the emotional, financial, and strategic challenges of family business succession.

In this episode, you will learn:

• Why succession is often mishandled – and how to avoid common pitfalls.
• How to identify and empower next-gen leaders with both financial and non-financial tools.
• The role of peer groups, leadership assessments, and intentional learning in successful transitions.
• How AI and personalized coaching tools are revolutionizing succession planning.
• And more!

Tune in to gain practical insights, expert strategies, and real-world examples that can help your family business thrive for generations to come.

Resources:

Episode Transcript & Blog | action-learning.com | The Success Playbook for Next Gen Family Business Leaders | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 [phone] | Schedule an Introductory Call