Episode Details

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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 Brooks

LinkedIn: https://www.linkedin.com/in/phillip-brooks/
Website: https://freshpotential.com

Resources or websites mentioned in this episode:
Mirasee

Credits:

Host & Producer: Michi Lantz
Editor: Marvin Del Rosario
Executive Producer: Danny Iny

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Episode transcript: Family Business Succession Planning: Building Legacy Across Generations coming soon.