Home - David Werdiger
werdigerbanner

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.
CLICK HERE

​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

Featured Posts

Rising Gen Entrepreneurship and ESG

Rising Gen Entrepreneurship & ESG

By | Articles, Familosophy, Featured Posts, In The News, LinkedIn | No Comments

Successful entrepreneurs are often control freaks. But they can’t control whether their children can take over the business or the assets and keep them growing. Entrepreneurs may be visionaries, but sometimes it takes an external advisor to identify choices that they might otherwise overlook. Transferring full control of an operating asset to children isn’t the only option. Neither is continuing the way things have always been done just for the sake of it. The drive…

Read More
Exit planning for advisors

Risks for Advisors and their Clients

By | Articles, Familosophy, Featured Posts, In The News, LinkedIn | No Comments

The cobbler’s children go barefoot: Advisors don’t spend enough time thinking about their own succession and exit planning. Like most people, many are too involved in the day-to-day work. But like family businesses, exit planning for advisors is not just a financial transaction, but is also the chance to leave a legacy.  The wealth management industry is ‘old’ – the average age of financial advisers today is about 55, with 20% of them 65 or…

Read More
Avoid the Impact of Round II Social Distancing

Avoid the Impact of Round II #SocialDistancing

By | Articles, Familosophy, Featured Posts, In The News, LinkedIn, Speaking | No Comments

With many people forced into #remotework and/or #shelterinplace, it is essential to understand the impact of the family dynamic on a business. Besides the obvious space and time-management issues, conflict in family business happens differently, therefore must be resolved differently. Disputes within a family don’t escalate suddenly. They are often built on years of relationship sentiment that is latent or suppressed. With the current #pandemic the triggers for those conflicts can easily be fast-tracked and…

Read More
wealthy kids rely on inhertance

Wealthy kids depend on inheritance

By | Articles, Familosophy, Featured Posts, LinkedIn | No Comments

According to a Merrill Edge report, one third of “mass affluent” (mid-range wealth) Americans say their financial stability depends on their inheritance. But interestingly, this is more a result of prevailing economic conditions (markets, unemployment, weak wage growth) than the generation being brought up with a silver spoon sense of entitlement. Economic conditions for creation of wealth have been challenging for the rising generation. There are even signals of a decline in social mobility. The…

Read More
NPR Podcast on Political Preferences and Family Business

NPR Podcast on Political Preferences and Family Business

By | Articles, Familosophy, Featured Posts, In The News, LinkedIn, Personal Blog | No Comments

Here’s another goody from the archives. With the US elections in the news, there is talk of generational shifts in the electorate (which will take some time still to have a significant impact), and with the further polarisation within the US, the way political affiliations have come between friends and family members. This fascinating NPR podcast discusses how political preferences are driven by hidden moral frameworks. The nation is often described using the family as…

Read More
The Risk of the Next Generation in Family Business

The Risk of the Next Generation in Family Business

By | Articles, Familosophy, Featured Posts, LinkedIn, Uncategorized | No Comments

Transitioning a business can be difficult when the #nextgeneration aren’t interested … It turns out there are 4 core components to consider, and if you get them right, the conflict resolution usually runs very smoothly. Medium to large sized family business (turnover $50M+) have a problem: the next generation aren’t interested in joining. There are so many options out there in the job market (jobs that didn’t exist in the previous generation) that the family…

Read More
Newsletter & articles here