Family Business: Challenges and Opportunities of Succession with Megan Helzner

In this episode of Business Talk with Chalfin, Bob sits down with Megan Helzner, Principal at CFAR, to explore one of the most critical — and complicated — topics in family enterprise: succession.

With more than 15 years of experience working across family-owned businesses, nonprofits, healthcare, and higher education, Megan brings a unique systems-based perspective to navigating leadership transitions. Together, Bob and Megan dive into the emotional and operational complexities of succession planning, from governance and generational dynamics to strategy and communication.

Whether you are a business owner preparing to pass the torch or a next-gen leader stepping into new responsibility, this conversation offers practical insights and a deeper look at the opportunities hidden within the challenges of succession.