MIAMI, FL · BRICKELL
INVESTOR PORTAL↗
← All episodes
Interview
May 6, 2025
48:45

044 Elizabeth Ledoux

Start Before You're Ready

In this conversation, Ahmad Ashrafi and Elizabeth Ledoux explore the complexities of business succession and the importance of planning for a smooth transition. They discuss the significant wealth transfer expected in the coming decades, the human elements involved in succession, and the challenges founders face when letting go of their businesses.

KEY INSIGHTS

Only about 35% of businesses survive to the second generation — and just 16% to the third. Elizabeth Ledoux built The Transition Strategist as an education and framework company, not a consulting firm, and her clients complete their transitions at a 100% rate versus the roughly 9% norm for strategy implementation.

$84 trillion of boomer wealth will transfer by 2045. The greatest wealth transfer in history makes succession planning urgent — and starting early is the single biggest predictor of a smooth transition.

The owner must stop being 'the magician'. Her 'metamorphosis' work helps founders release control so the successor can step up, building a blended vision between the transitioner and the successor rather than imposing one side's plan.

You don't have to choose between legacy and harmony. A transition treated as a journey — with education, clear roles, and shared vision — protects both the business and the family relationships around it.

There are more of these.
Three shows, in English and Spanish. Or come on one yourself.
The bridge for Latin American capital.
Miami, Florida
Infinity Capital Asset Management, LLC
FINRA CRD #330526
© 2026 Infinity Capital Asset Management, LLC
PrivacyTerms
IMPORTANT DISCLOSURES
THE FIRM

Infinity Capital Asset Management, LLC ("Infinity") is a real estate investment management firm operating as a platform for access to private commercial real estate, for accredited international investors and high-net-worth individuals. Registration does not imply a particular level of skill or training.

RISK

Past performance is not indicative of future results. Historical returns, expected returns and probability projections are speculative. All investment involves significant risk, including the possible total loss of capital. Infinity does not guarantee that investment objectives will be met.

NOT ADVICE

Nothing here is an offer to sell or a solicitation of an offer to buy any security, nor investment, legal or tax advice. Any offering is made solely through definitive subscription documents under Regulation D of the Securities Act of 1933. Consult your own advisors.

SEPARATE ENTITIES

Commercial brokerage operates through a licensed Florida agent with LRF Group at Berkshire Hathaway HomeServices, separately from investment management, under distinct regulatory oversight. Banking and custody are provided by partner institutions.