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Foresight and Adaptability: Navigating the Complexities of Exit Planning
In our latest Legacy Builders episode, Anne Evamy, Owner and Advisor at Junction Point Inc., shares her journey and insights as a Certified Value Builder and Family Enterprise Advisor. Drawing from her experience as a successful entrepreneur, Anne emphasizes the importance of intentionality, adaptability, and open communication when navigating family business dynamics and succession planning. She highlights the value of understanding one's strengths and having the right advisors to guide families through the complexities of continuity and value creation.
Throughout the conversation, Anne emphasizes the importance of intentionality, adaptability, and open communication when navigating family business dynamics. She stresses the value of understanding one's strengths and being aware of the dynamic environment in which entrepreneurs operate. By embracing intentionality and foresight, entrepreneurs can navigate the complexities of succession planning and create a path that aligns with their goals and the well-being of their families. Anne also highlights the significance of having the right advisors to support families on their journey and encourages those seeking guidance to reach out to her directly for a chat or to discuss their specific situation.
About Anne Evamy:
Anne Evamy is a seasoned entrepreneur and trusted advisor in the realm of family businesses and succession planning. With a remarkable 16-year tenure as the owner of a successful marketing company, which she sold eight years ago, Anne has firsthand experience in the challenges and triumphs of entrepreneurship. Since then, she has been honing her skills as a Family Enterprise Advisor and specialist in Exit/Transition Planning, Preparation, Strategy & Value Acceleration for small to medium-sized businesses with revenues ranging from $1 million to $10 million.
Driven by a deep interest in legacy, continuity, and succession, Anne is passionate about supporting multi-generational families and their businesses. She collaborates with other trusted advisors to guide families in understanding how to build and grow valuable companies that can be transitioned when the time is right. Anne's approach encompasses not only financial success but also the creation of human and intellectual capital, drawing from her lived experience, education, and training to provide holistic support to the families she serves.
Resources discussed in this episode:
- Family Enterprise Canada
Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd.
- Website: BeaconFamilyOffice.com
- LinkedIn: Cory Gagnon
- LinkedIn: Beacon Family Office
- Email: [email protected]
Contact Anne Evamy, CVB, FEA | Junction Point Inc.:
- Website: www.junctionpointinc.com
- LinkedIn: Anne Evamy
- Email: [email protected]
- Phone: (403) 615-0324
We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.
Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.
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By Cory GagnonIn our latest Legacy Builders episode, Anne Evamy, Owner and Advisor at Junction Point Inc., shares her journey and insights as a Certified Value Builder and Family Enterprise Advisor. Drawing from her experience as a successful entrepreneur, Anne emphasizes the importance of intentionality, adaptability, and open communication when navigating family business dynamics and succession planning. She highlights the value of understanding one's strengths and having the right advisors to guide families through the complexities of continuity and value creation.
Throughout the conversation, Anne emphasizes the importance of intentionality, adaptability, and open communication when navigating family business dynamics. She stresses the value of understanding one's strengths and being aware of the dynamic environment in which entrepreneurs operate. By embracing intentionality and foresight, entrepreneurs can navigate the complexities of succession planning and create a path that aligns with their goals and the well-being of their families. Anne also highlights the significance of having the right advisors to support families on their journey and encourages those seeking guidance to reach out to her directly for a chat or to discuss their specific situation.
About Anne Evamy:
Anne Evamy is a seasoned entrepreneur and trusted advisor in the realm of family businesses and succession planning. With a remarkable 16-year tenure as the owner of a successful marketing company, which she sold eight years ago, Anne has firsthand experience in the challenges and triumphs of entrepreneurship. Since then, she has been honing her skills as a Family Enterprise Advisor and specialist in Exit/Transition Planning, Preparation, Strategy & Value Acceleration for small to medium-sized businesses with revenues ranging from $1 million to $10 million.
Driven by a deep interest in legacy, continuity, and succession, Anne is passionate about supporting multi-generational families and their businesses. She collaborates with other trusted advisors to guide families in understanding how to build and grow valuable companies that can be transitioned when the time is right. Anne's approach encompasses not only financial success but also the creation of human and intellectual capital, drawing from her lived experience, education, and training to provide holistic support to the families she serves.
Resources discussed in this episode:
- Family Enterprise Canada
Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd.
- Website: BeaconFamilyOffice.com
- LinkedIn: Cory Gagnon
- LinkedIn: Beacon Family Office
- Email: [email protected]
Contact Anne Evamy, CVB, FEA | Junction Point Inc.:
- Website: www.junctionpointinc.com
- LinkedIn: Anne Evamy
- Email: [email protected]
- Phone: (403) 615-0324
We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.
Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.