In this episode of the Journey to an ESOP podcast, Jason and Makenzie kick off The Foundations of Transition, a monthly series focused on owner readiness. Each workshop-style episode builds on the last, creating a practical framework to guide business owners through a successful ownership transition.

This first foundation explores owner identity and readiness, helping business owners define their vision, align decisions with their values, and plan for a successful ownership transition. Understanding your identity is critical, as it shapes not only who your business is today, but also what it becomes after transition.