GWCPA

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

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!

09/21/2026

Business can be an expression of a deeper calling.

In this episode of The Art of Succession Podcast, host Barrett Young, CPA, a Tax and Marketing Partner at GWCPA, explores entrepreneurship, creativity, and a higher calling in business.

Creation is central to the entrepreneurial impulse.

Business can be a vehicle for making something new.

A sense of calling can anchor a long career.

Purpose reaches beyond financial outcomes.

Entrepreneurs often build from a desire to create.

The work can reflect deeply held beliefs.

A bigger why can clarify the work in front of you.

Creative work gives business a personal dimension.

Building a business can express identity.

🎧 Listen to the full podcast on: https://youtu.be/4JZfCQjOzY8

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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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09/18/2026

How pricing and service design can solve business capacity problems.

In this episode of The Art of Succession Podcast, host Barrett Young, CPA, a Tax and Marketing Partner at GWCPA, explores pricing, service design, and capacity constraints.

Hiring capacity requires enough client demand to support the role.

That makes growth a business model problem, not just a staffing one.

Pricing can create room to build the team the business needs.

A smaller client base can clarify which services matter most.

Service design should match the capacity the team can sustain.

Extra capacity can hide work that is less than ideal.

Limited capacity creates a reason to reassess the client mix.

The right pricing supports both service quality and growth.

Growth plans need a path from current capacity to future hires.

🎧 Listen to the full podcast on: https://youtu.be/4JZfCQjOzY8

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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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09/15/2026

A hard quarter demands honest action.

In this episode of The Art of Succession Podcast, host Barrett Young, CPA, a Tax and Marketing Partner at GWCPA, gives a candid Q3 update, unpacking the setbacks, uncertainty, and difficult realities behind the quarter while sharing why he remains optimistic about what comes next.

Hard quarters demand honesty before a recovery plan.

Delaying bad news delays the work needed to improve.

Optimism is not denial when it leads to action.

When results disappoint, the work still has to continue.

An honest update can be more useful than a polished one.

Resistance can signal that an issue needs to be faced.

Uncertainty does not remove the need for communication.

Progress starts by naming what is not working.

Better outcomes require work, not wishful thinking.

🎧 Listen to the full podcast on: https://youtu.be/4JZfCQjOzY8

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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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09/07/2026

The right people set the ceiling.

In this episode of The Art of Succession Podcast, host Barrett Young, CPA, welcomes Jay Bourgana, Partner at MashTank, Founder & Mentor of Acquisition Collective, to talk about how talent, retention, and systems shape succession.

Thinking in systems helps leaders spot bottlenecks before they slow growth.

A strong culture and management bench make it easier to recognize talent and fill gaps.

The best teams elevate the pillars inside each business instead of forcing one-size-fits-all fixes.

In turnarounds, people drive most of the outcome when the right seat is clear.

🎧 Listen to the full podcast on: https://youtu.be/sqtEG3yvATw

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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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This conversation on our firm's built-in AI made me chuckle this week.How can I build a business that lasts? "I want som...
09/04/2026

This conversation on our firm's built-in AI made me chuckle this week.

How can I build a business that lasts? "I want something heading to a billion dollars from scratch, and I want you to detail it out step-by-step. Doesn't matter what field."

AI is a huge tool. I use it every day, and we stuffed our prompt at gwcpas.com/our-gpt with our years of experience in multi-generational family business succession. So I know there's a lot of value to be had.

But I can tell you one thing, just based on nearly two decades of lived entrepreneurial experience (and all the kicks in the face that came with it):

A text-thread with AI is not going to get you to ten figures.

09/04/2026

One cold email became the start of a real buyer conversation.

In this episode of The Art of Succession Podcast, host Barrett Young, CPA, welcomes Jay Bourgana, Partner at MashTank, Founder & Mentor of Acquisition Collective, to talk about the cold outreach and culture content that helped shape the deal.

A rough landing page did not stop the conversation from moving forward.

A reply turned into an hour-long call and a two-hour office visit.

The buyer wanted to know what made the company different enough to copy.

Team videos showed the culture, recruiting, and why people wanted to stay.

That culture became part of what the buyer wanted to acquire.

🎧 Listen to the full podcast on: https://youtu.be/sqtEG3yvATw

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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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09/01/2026

Bigger business deals can be safer than smaller ones.

In this episode of The Art of Succession Podcast, host Barrett Young, CPA, welcomes Jay Bourgana, Partner at MashTank, Founder & Mentor of Acquisition Collective, to talk about why acquisition size changes the risk profile.

Small is not always safer when buying a business.

Bigger businesses can be harder to kill.

More scale can mean more margin for error.

A stronger team often comes with a larger business.

A $400,000 EBITDA or SDE deal may be too small for some buyers.

A million to a million and a half can be a better fit.

Some buyers need a business they can sink their teeth into.

Acquiring a business is not the same as starting one.

Startup risk leaves less room for error than an existing company on the move.

Business buyers should match the deal size to their goals.

🎧 Listen to the full podcast on: https://youtu.be/sqtEG3yvATw

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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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Address

995 N Prince Frederick Boulevard, Ste 202
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20678

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