Family Business Succession Planning: Building Legacy Across Generations episode artwork

EPISODE · Jul 14, 2026 · 38 MIN

Family Business Succession Planning: Building Legacy Across Generations

from Making It: How Coaches, Consultants, and Creators Build for Success · host Mirasee FM

Special "Business Revenue Leak Checklist" offer free at http://www.mrse.co/leak.What story will your grandchildren tell about your business legacy? Phillip Brooks shares his family business succession planning framework with Michi Lantz, revealing how emotional alignment across generations matters more than tax strategy for lasting impact.Guest Bio:Phillip Brooks is an executive and family business coach and the founder of Fresh Potential LLC. After more than 50 years leading and growing a $100M+ family-owned business, he now helps leaders build resilient organizations by aligning the business, ownership, and family to honor their legacy with ongoing success across generations-while adapting to constant change in the world around them. He is the creator of the Orchard Perspective and Pollinator Protocol™, frameworks that help organizations and families move from misalignment and hesitation to clarity, connection, and effective collaboration.Connect with Phillip BrooksLinkedIn: https://www.linkedin.com/in/phillip-brooks/Website: https://freshpotential.comResources or websites mentioned in this episode:MiraseeCredits:Host & Producer: Michi LantzEditor: Marvin Del RosarioExecutive Producer: Danny InyTo catch the great episodes coming up on Making It, please follow us on Mirasee FM's YouTube channel or your favorite podcast player. And if you enjoyed the show, please leave us a comment or a starred review. It's the best way to help us get these ideas to more people.Episode transcript: Family Business Succession Planning: Building Legacy Across Generations coming soon.

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