GWCPA

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

07/21/2026

Growth needs more than organic momentum.

In this episode of The Art of Succession Podcast, host Barrett Young, CPA invites Brian Calvert, Company Owner at Business Health Market- Employee Benefits Expert and Managing Partner at HST of Western New York Inc., to explore business growth, acquisitions, succession planning, team building, and how strategic purchases can accelerate expansion.

Diversification matters.

There are only so many ways to grow a business.

You can build more referral partners.

You can hire more agents and help them grow.

And sometimes, acquisition becomes the third pillar.

That path can move faster.

But only if you have the funds and the means to do it properly.

The hard part is finding a book of business that actually fits.

Some opportunities are massive. Some are much smaller.

🎧 Listen to the full episode on: https://youtu.be/hI2ypKJNH6A
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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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07/13/2026

Your growth targets are probably unrealistic.

In this episode of The Art of Succession Podcast, host Barrett Young, CPA invites Jon Morris, CEO of Fiscal Advocate, Inc., and Founder and Executive Director of The Professional Service Community, to break down why most growth targets fail before the year even begins.

Entrepreneurs love optimism. But businesses run on math.

You don’t scale by hoping. You scale by understanding your numbers.

How many clients do you actually win each month?

What’s your real pipeline-not your imagined one?

What’s your average deal size, consistently?

If those inputs don’t change, your outcome won’t either.

Ambition without math creates delusion.

Growth without systems creates disappointment.

You don’t jump from 2 clients to 7 overnight.

You build the machine that makes it possible. And that machine takes time.

🎧 Listen to the full episode on: https://youtu.be/cNivSeMABGI
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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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07/10/2026

Leadership means making the hardest decisions.

In this episode of The Art of Succession Podcast, host Barrett Young, CPA invites Jon Morris, CEO of Fiscal Advocate, Inc., and Founder and Executive Director of The Professional Service Community, to confront the hardest truth in leadership-letting people go.

Leadership isn’t strategy decks and vision statements.

It’s people's decisions. And sometimes, painful ones.

The hardest part isn’t firing employees.

It’s firing people you care about. People you built with.

People you trust. But avoiding that decision doesn’t protect the.

It weakens the entire team. Great leaders don’t chase comfort.

They protect standards. Because one wrong fit impacts everyone.

Your job isn’t to keep everyone.

Your job is to build something that works.

🎧 Listen to the full episode on: https://youtu.be/cNivSeMABGI
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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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07/07/2026

Proof beats opinions every single time.

In this episode of The Art of Succession Podcast, host Barrett Young, CPA invites Jon Morris, CEO of Fiscal Advocate, Inc., and Founder and Executive Director of The Professional Service Community, to unpack how real momentum-not just ideas-wins in business.

Most people spend months perfecting plans. Some execute in weeks.

And that difference changes everything.

Getting rejected doesn’t mean you’re wrong.

It means you haven’t removed enough risk yet.

Every objection is data. Every doubt is a checklist.

The winners don’t argue with criticism. They eliminate it.

Build proof faster than people can question you.

That’s how momentum compounds. That’s how credibility is earned.

And that’s how “bad ideas” turn into winning businesses.

🎧 Listen to the full episode on: https://youtu.be/cNivSeMABGI
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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 just launched the first episode of a new monthly series called 𝗧𝗵𝗲 𝗥𝗲𝘀𝗶𝗱𝘂𝗮𝗹.go.gwcpas.com/webinar/why-owners-cant-ret...
07/01/2026

We just launched the first episode of a new monthly series called 𝗧𝗵𝗲 𝗥𝗲𝘀𝗶𝗱𝘂𝗮𝗹.

go.gwcpas.com/webinar/why-owners-cant-retire

Barrett is joined by his co-host, financial advisor 𝗝𝗼𝘀𝗵 𝗪𝘆𝗻𝗻𝗲, where they dig into a problem they see constantly with business owners:

Most profitable businesses aren’t real retirement assets.

The first episode is live now: 𝗪𝗵𝘆 𝗠𝗼𝘀𝘁 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗢𝘄𝗻𝗲𝗿𝘀 𝗖𝗮𝗻’𝘁 𝗔𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝗥𝗲𝘁𝗶𝗿𝗲

They break down why revenue doesn’t equal retirement readiness, and why too many owners only realize the gap when it’s almost too late.

The Residual will be a monthly webinar - each episode focused on issues that affects value, liquidity, and eventual exit - to help you create an action plan for your Exit.

If you’re an owner thinking about what comes next (or just trying to build something less dependent on you), it’s worth a watch.

Link: go.gwcpas.com/webinar/why-owners-cant-retire

06/22/2026

Succession is bigger than replacement.

In this episode of The Art of Succession Podcast, host Barrett Young, CPA, a Tax and Marketing Partner at GWCPA, shares how his firm is rethinking succession, developing future leaders, and moving beyond the traditional CPA firm model where one partner simply replaces another.

Too many businesses confuse succession with replacement.

They're not the same thing.

The strongest organizations don't rely on one person to carry the weight.

They build systems that allow the entire team to grow.

Real succession happens when knowledge is shared.

When responsibility is distributed.

When future leaders are developed before they're needed.

Every challenge creates an opportunity to elevate talent.

The leaders who invest in people today create stronger organizations tomorrow.

🎧 Listen to the full podcast on: https://youtu.be/0mMcV3Y-PA8
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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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06/19/2026

Leadership starts before ownership changes hands.

In this episode of The Art of Succession Podcast, host Barrett Young, CPA, a Tax and Marketing Partner at GWCPA, shares insights from another busy season serving business owners, and discusses the mindset future leaders need as they prepare for succession and ownership transitions.

Many future leaders are waiting for their opportunity.

The question is whether they're preparing for it.

Leadership doesn't begin the day ownership changes hands.

It starts years before that moment arrives.

If you're stepping into a family business or preparing to lead an established company, experience alone isn't enough.

You have to ask yourself a tougher question.

Can you become what the business needs next?

Every stage of growth requires a different version of leadership.

The companies that transition successfully are led by people who prepare before they're required to perform.

The future belongs to those who are getting ready now.

🎧 Listen to the full podcast on: https://youtu.be/0mMcV3Y-PA8
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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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06/16/2026

Trying to reach everyone limits growth.

In this episode of The Art of Succession Podcast, host Barrett Young, CPA, a Tax and Marketing Partner at GWCPA, shares the strategic thinking behind refining the podcast’s direction, defining the right audience, and creating a dedicated platform focused entirely on succession conversations.

Growth isn't always about doing more.

Sometimes it's about getting more specific.

The biggest challenge for many brands isn't creating content.

It's knowing exactly who they're speaking to.

When your audience is unclear, your message becomes diluted.

When your audience is defined, every piece of content works harder.

The strongest platforms aren't built for everyone.

They're built for the people who need them most.

Focused communication creates stronger trust, stronger engagement, and stronger results.

🎧 Listen to the full podcast on: https://youtu.be/0mMcV3Y-PA8
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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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06/08/2026

Cash flow discipline builds lasting companies.

In this episode of The Art of Succession Podcast, host Barrett Young, CPA invites Bob Labbe, Owner and Partner at Ultimate Coaster Co., to explore the realities of scaling, cash flow discipline, and sustainable growth.

Most businesses don’t fail from lack of opportunity.

They fail from overcommitment. Hiring too early.

Spending before revenue is secured.

Scaling based on hope instead of certainty.

The smartest operators do the opposite.

They build lean. They wait for the order.

Then they scale-fast and precisely.

Because growth isn’t about being ready for everything.

It’s about being ready at the right time.

Cash flow isn’t just a metric. It’s survival. Stay on the right side of it.

🎧 Listen to the full episode on: https://youtu.be/pP6YW39GonY
____________________________________________
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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