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GWCPA Helping family businesses through succession without losing your family or your business

10/26/2026

Supplier dependence can make an exit harder to sell.

In this episode of The Art of Succession Podcast, host Barrett Young, CPA, welcomes Joseph Rockey Jr, Founder of Elite Business Cruises, and Events, Keynotes & VIP Days — Decisions Without Pressure at Elite Business Conversations, to explore supplier dependence, succession risk, buyer red flags, and systems that can protect a business through an exit.

Too few key suppliers can become a succession risk.

Buyers look closely at supplier concentration.

Transactional vendors may grow into true partners over time.

A sale gets harder when one relationship holds the model together.

Supplier risk can become owner dependence in disguise.

Systems reduce the impact of retirements and exits.

Reliable apparatus matters more than a single contact.

An exit-ready business keeps working when people change.

Hire, build, or buy decisions shape succession strength.

Resilience starts before a buyer enters the room.

🎧 Listen to the full podcast on: https://youtu.be/H6ZmdRfcGA8

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This GPT has already supported hundreds of multi-generational businesses through complex transitions, and I’ve translated that experience into a free Custom GPT available on our website. Explore it here: https://bit.ly/artof-succession-our-GPT

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10/23/2026

Demographics do not explain the real problem.

In this episode of The Art of Succession Podcast, host Barrett Young, CPA, welcomes Joseph Rockey Jr, Founder of Elite Business Cruises, and Events, Keynotes & VIP Days — Decisions Without Pressure at Elite Business Conversations, breaks down why business growth starts with the problem a client is trying to solve, not with demographic assumptions.

The usual starting point is raw data, but the real work starts with the problem.

Demographic data can be taught everywhere and still miss the point.

Different clients can look completely different and still share the same need.

There is no demographic crossover when the pain point is the real connector.

The business wins by becoming the best at solving one specific problem.

Success comes from recognizing a deep market that others are not tapping.

Abundance has to be real, not just a mindset slogan.

Chasing the wrong filter can hide the strongest opportunity.

The problem itself is what builds repeatable demand.

Clear positioning comes from the pain point, not from the demographics.

🎧 Listen to the full podcast on: https://youtu.be/H6ZmdRfcGA8

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This GPT has already supported hundreds of multi-generational businesses through complex transitions, and I’ve translated that experience into a free Custom GPT available on our website. Explore it here: https://bit.ly/artof-succession-our-GPT

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Barrett: I just finished my first trip to AICPA Fall Summit. It's been an informative day and a half, and I'm proud to r...
10/21/2026

Barrett: I just finished my first trip to AICPA Fall Summit. It's been an informative day and a half, and I'm proud to represent Maryland for the next 7 years through my tenure on the Executive Committee of the Maryland Association of CPAs - MACPA.

I'm also thankful for my friend, partner, and mentor Samantha Bowling, for modeling to me what being a professional actually means. Being a professional involves investing into the future professionals to come - it's planting seeds in a garden you (may) never get to see.

We are here today because of the seeds planted by people that have long since disappeared into history, and there will be a certified accounting profession a hundred years from now because of the hard and loving work of the people in rooms just like this.

If you don't feel connected to a bigger profession, I would just encourage you to keep on showing up. My first employer never lifted a finger to build up the CPA profession, and my second one only treated volunteering as a way to gatekeep his own source of revenue. But eventually, by showing up with the MACPA when no one out there was forcing me to, I met my future business partner, my peers both in and outside of the state of Maryland, and a profession I never wanted but eventually grew to love.

10/20/2026

The best candidates notice when a role sounds different.

In this episode of The Art of Succession Podcast, host Barrett Young, CPA, welcomes Joseph Rockey Jr, Founder of Elite Business Cruises, and Events, Keynotes & VIP Days — Decisions Without Pressure at Elite Business Conversations, to explore standing out in hiring, personality-fit job descriptions, and communication that attracts the right candidates.

The standard job post blends in with every other posting.

A distinct title can attract the person you actually want.

Different personality types respond to different vocabulary.

Small wording changes can shift who feels seen.

Communication style can be a filter, not just a message.

Incentives land better when they match how someone works.

The same platform can produce better applicants with better copy.

Writing to someone's strengths can draw them in faster.

Being different can be a hiring advantage, not a risk.

Clarity in the description helps the right person self-select.

🎧 Listen to the full podcast on: https://youtu.be/H6ZmdRfcGA8

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This GPT has already supported hundreds of multi-generational businesses through complex transitions, and I’ve translated that experience into a free Custom GPT available on our website. Explore it here: https://bit.ly/artof-succession-our-GPT

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10/16/2026

Last week, we had the opportunity to gather with business owners and advisors in Annapolis for our first ever Business Owner Roundtable.

The afternoon was centered around one big question... What comes next for your business? That answer looks different for every owner, and sometimes the hardest part is simply knowing when to start thinking about it!

One of the best parts was hearing directly from the business owners in the room. As the conversations unfolded, people opened up about what they've experienced and what they are working through now. It was the kind of conversation that sticks with you after you leave the room.

GWCPA was proud to bring the event together alongside Wynne Wealth Management and Bagley & Rhody. Thank you to everyone who joined us and helped make the afternoon so worthwhile.

We hope to see you around the table next time.

10/12/2026

Cash flow creates income. Assets create legacy.

In this episode of The Art of Succession Podcast, host Barrett Young, CPA, welcomes Chip Scholz, Founder & Owner of Scholz and Associates, to discuss the difference between running a profitable business and building lasting wealth through long-term strategy and legacy planning.

A successful business isn't always the same as a valuable one.

Many owners focus on generating cash.

Few focus on building assets.

Operating companies create income.

Strategic assets create lasting wealth.

The leaders who think beyond today's profits begin asking a different question.

"What am I building that will outlive me?"

Legacy isn't created by working harder.

It's created by owning assets that continue creating value for generations.

🎧 Listen to the full podcast on: https://youtu.be/YqmzMU_LlLk

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This GPT has already supported *hundreds of multi-generational businesses* through complex transitions, and I’ve translated that experience into a free Custom GPT available on our website. Explore it here: https://bit.ly/artof-succession-our-GPT

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10/09/2026

The biggest businesses stay invisible.

In this episode of The Art of Succession Podcast, host Barrett Young, CPA, welcomes Chip Scholz, Founder & Owner of Scholz and Associates, to explore the hidden world of third-party logistics, the quiet leaders behind successful businesses, and why humility often accompanies lasting success.

Most people have no idea how products actually reach their doorstep.

That's because the best logistics companies work behind the scenes.

No spotlight. No headlines. Just consistent ex*****on that keeps supply chains moving.

The same can be said for many great leaders. They don't chase attention.

They build trust, create value, and let their work speak louder than their status.

Real success isn't measured by how visible you are.

It's measured by the impact you make when no one is watching.

🎧 Listen to the full podcast on: https://youtu.be/YqmzMU_LlLk

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This GPT has already supported *hundreds of multi-generational businesses* through complex transitions, and I’ve translated that experience into a free Custom GPT available on our website. Explore it here: https://bit.ly/artof-succession-our-GPT

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10/06/2026

Succession starts before retirement ever does.

In this episode of The Art of Succession Podcast, host Barrett Young, CPA, welcomes Chip Scholz, Founder & Owner of Scholz and Associates, to explore why succession planning is about building lasting leadership, not simply preparing to leave.

The mindset behind legacy, purpose, and creating organizations that thrive beyond the founder.

Too many leaders think succession means walking away.

So they avoid planning altogether.

Others spend years counting down to retirement, believing happiness begins on a future date.

The truth is, neither mindset builds a lasting legacy.

The strongest leaders prepare their business to succeed while continuing to do the work they love.

Succession isn't about stepping aside.

It's about making sure your impact continues, whether you're in the room or not.

The best time to build that future is long before you think you need it.

🎧 Listen to the full podcast on: https://youtu.be/YqmzMU_LlLk

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This GPT has already supported *hundreds of multi-generational businesses* through complex transitions, and I’ve translated that experience into a free Custom GPT available on our website. Explore it here: https://bit.ly/artof-succession-our-GPT

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We rise by lifting others 🌺GWCPA was proud to sponsor and attend MACPA's inaugural Rise Together Retreat, a day dedicate...
10/02/2026

We rise by lifting others 🌺

GWCPA was proud to sponsor and attend MACPA's inaugural Rise Together Retreat, a day dedicated to connection, mentorship, growth, and celebrating women across the accounting and finance profession.

From sharing the books that have shaped us to exchanging stories and perspectives, the day was a wonderful reminder of what can happen when we make space to learn from and empower one another.

Congratulations to this year's Women to Watch honorees and award recipients! We're grateful to be part of a profession and community that continues to recognize today's leaders while encouraging the next generation to rise alongside them!

Thank you, MACPA, for bringing everyone together for such a meaningful day!

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