Transition Ready In the early days of my billing business, a prospective customer asked me: “what if I was hit by a bus?” This highlighted to me the dependence of the business on me, and I set about making the business “sale-ready”. That didn’t mean that I planned to sell it, rather that if I ever wanted to, I could, because the business would be worth as much without me as with me. That is…
What Can We Do For You?
Free book plus shipping. Transition is a powerful tool to guide the balance of business structure and family lifestyle. We cover the cost of the book, you pay S&H. CLICK HERE
Master Your Business, Master Your Life Coaching Intensive
I’ll be working directly with business owners just like you… to give them the power to regain control of their businesses and their lives.
Exclusive Opportunity for Entrepreneurs Who Are Flat-Out Exhausted…
Do you want the Power to Spend Less Time and Energy Working In Your Business… and Actually Have the Freedom to Enjoy Life Again? CLICK HERE
Master Your Life
Transition with David Werdiger #1 Best-Selling Author
The top 3 causes of Business Owner burnout include long hours, family strife and organizational chart mismanagement. A dose of preventive medicine could go a long way. CLICK HERE
Transition Digital Membership Area: Start Your Transition Today!
Get Immediate Access
Access your free and paid content today!
Membership includes free access to the Family Matters newsletter archive plus any purchases of David's books or courses.
Not sure where to start? Don't worry... Check out David's Online Product Store
You can view all the courses and products David has created and choose based on what is most important to you.
David Werdiger, writer, speaker, adjunct professor, revolutionized cloud-based recurring billing as he migrated from his second-generation family business to C-level technology growth company roles. He is a frequent speaker at International Society of Private Wealth Network events, presents case studies at private HNWI events, and public national conferences. Werdiger is a #1 International Best-Selling author of the book ‘Transition; How to Prepare Your Family and Business for the Greatest Wealth Transfer in History’ and Founder of the Nathanson Pearson Family Office in Melbourne Victoria Australia.
Today Werdiger works from the #nextgeneration of EY Family Office Guide 2019 as the bridge between generations through The Nathanson Pearson Family Office Advisory. Utilizing technology tools like his exclusive Business Succession Risk Assessment (BSRA) programs and his Bridge Between Advisory Services (BBAS). Learn more about David Werdiger and his Programs of excellence at https://davidwerdiger.com and on social networks @dwerdiger and @davidwerdiger.
For more in-depth, thought-provoking discussion points and commentary on family and business, sign-up to gain access to the archives of Family Matters: https://www.transitionbook.co/family-matters influenced and partly based on the Book E-Myth Revisited case study.
What People Say About David
“David is a true entrepreneur and strategic thinker. He has an ability to conceptualize focused projects and deliver solutions. His nature is driven, unwavering, supportive and results oriented. David has achieved success where many others have not.”
Jeff Marshall – CEO
“I find David very open and easy to deal with. He is extremely professional and very experienced. David and his business solutions are extremely reliable. I’m more than happy to recommend his services.”
Indi Siriniwasa – Director Of Enterprise Sales
“David is a very resourceful and entrepreneurial individual. He is well respected and is frequently invited to speak as a subject matter expert.”
Richard Giuliano – VP International Sales
“Always an open an honest person to do business with, David has played a critical part in the creation of the carriage service provider business within Australia.”
John Green – Director Of Operations
“David gave considered opinion and showed both compassion for the clients we served and a strong commitment to his work.”
Suzanne Zyngier – PhD
“David’s company has consistently delivered cost-effective results and we seek to engage them whenever there is a mutually beneficial opportunity.”
Steve Waddington – CEO
The World Of David Werdiger
Q: If the world’s two richest men cannot keep their wives happy, what hope do we have? A: No, that’s not a real question – it’s a meme that circulated following the news of the divorce of Bill & Melinda Gates. Many people with wealth realise that money can’t make a wife (or anyone) happy, but that doesn’t stop them trying. In business, sometimes we decide to “throwing money at a problem”. That means directing significant resources…
Q: How do we protect the next generation from blowing our money? A: Stop right there. Whether you have created or inherited the wealth, the language of the question reeks of a power, control and mistrust dynamic. Many families either hang on to their wealth or setup structures to prevent their children from “blowing it” (which is often controlling from the grave). Yes, it’s awkward having discussions about estate planning and family wealth, and who wants to…
Q: How do we tell the kids about our family wealth? A: First and possibly most important point: they already know. By the lifestyle you lead and the people you mix with, your children have already made assumptions about the family wealth. They will also have garnished information on this topic from friends and from public sources. That means in terms of controlling the conversation, you are already well behind, so be aware of what you can and…
Many families struggle with the ‘why’ of their wealth. Defining a philanthropic strategy is a great way for a family to articulate a purpose for their wealth. However, only 20% of families have a formal process for doing so. At the start of COVID, there was concern that financial pressure on families would lead to a reduction in philanthropy. But in a recent survey, 43% of respondents said that the pandemic had not altered the…
[REPLAY] If you couldn’t bear to watch Megan Markle bare her soul to Oprah (or if you couldn’t look away from it, and from the endless commentary that followed), here are two practical things you can actually take from the latest episode of this saga: 1. There are serious challenges to growing up in a wealthy family with a public profile. The weight of expectations is heavy, and finding identity and meaning can be difficult….