Beyond the Owner: How Family Systems Shape Successful Exits
Inclusive planning, legacy thinking and trusted advisory teams drive long-term success.

In this episode of the Exit Planning Coach Podcast with John F. Dini, family business expert Amy Wirtz shares powerful insights on how family dynamics, collaboration, and clear communication shape successful business transitions. Drawing from her background as a collaborative divorce attorney and senior consultant with the Family Business Consulting Group, Amy discusses the importance of listening first, educating owners on their options, and engaging the full family system—not just the founder. She offers real-world examples of navigating generational shifts, avoiding conflict, and building governance structures that support long-term success. Whether you’re an advisor or a business owner, Amy’s perspective will change how you think about planning for the future.