E71: Jen Landis and Tad Schantz: EOS® and Succession Planning

Dr. Jean, The Results Queen® and her guests, Jen Landis and Tad Schantz from Baum, Smith & Clemens, LLP. Jen and Tad discuss career progression and partnership dynamics at an accounting firm, Baum, Smith & Clemens, LLP. The two partners, Tad and Jen, share how they joined the firm as interns, were recognized for their potential, and eventually became partners in their 30s. Baum, Smith & Clemens, LLP founders focused on succession planning, ensuring a smooth transition to the next generation. Tad and Jen highlight the importance of transparency, communication, and trust within their partnership, as well as the benefits of implementing the Entrepreneurial Operating System (EOS®) to improve the firm's efficiency and decision-making. They emphasize the value of balancing different personalities and perspectives to achieve the firm's collective goals, rather than individual interests. The podcast provides insights into successful partnership dynamics and firm management in the accounting industry. Find Jen & Tad here: Website: https://www.bsccpas.com/  Jen's Linked In: https://www.linkedin.com/in/landisjennifer/  Tad's Linked In: https://www.linkedin.com/in/tadschantz/  Contact Dr. Jean here: Website: www.gettingresultswithdrjean.com Email: [email protected]