COURSE 1: FREEDOM FINDER | End the trial and error treadmill and being tethered to your business.
COURSE 2: VALUE MULTIPLIER | Optimize your business to increase your wealth 400%-500%.
COURSE 3: HOW TO SELL ON YOUR TERMS | Create a sell-ready business and avoid exit regrets.
A message from your instructor, Laurie Barkman
How to use this course
Module 1.0: Your Transition Mindset Affects Your Actions
Module 1.1: What is a Transition Mindset?
Module 1.2: Push and Pull Factors
Module 1.3: Takeaways
Module 2.0: Your Organization Needs You Too Much
Module 2.1: Spot Your Dependency Risk Factors
Module 2.2: Ways To Decrease Dependency
Module 2.3: Takeaways
BONUS: Freedom Finder - Time Tracking
BONUS: Delegation Matrix
BONUS eBook: Four Degrees of Delegation
BONUS eBook: Definitive Guide to Standard Operating Procedures (SOPs)
Module 3.0: What Will You Do After You Leave The Business
Module 3.1: Exit Regrets
Module 3.2: Personal Planning
Module 3.3: Creating Pull Factors - Future Vision
Module 3.4: Personal Detachment
Module 3.5: Takeaways
BONUS: Personal Readiness Survey
Module 4.0: What Do You Need To Financially Leave Your Business
Module 4.1: Viewing Your Business as an Asset
Module 4.2: Risks to Business Value
Module 4.3: Financial Freedom
Module 4.4: Finding Your Freedom Point
BONUS Module 4.4: Value Gap Estimator
Module 4.5: Takeaways
BONUS: Value Builder Survey
Module 1.0: Who Should Own Your Business After You?
Module 1.1: Seller Reality Check
Module 1.2: Types Of Buyers
Module 1.3: Exit Goals And Potential Deal Terms
Module 1.4: Takeaways
Module 2.0: You Don't Know What Your
Business Is Worth
Module 2.1: Value Definitions
BONUS 2.1: Income Statement With Add-Back Template
Module 2.2: External and Internal Value Drivers
Module 2.3: Financial Performance
Module 2.4: Growth Potential
Module 2.5: Takeaways
Module 3.0: You Need To Improve Cashflow
Module 3.1: Working Capital Basics
Module 3.2: Cash Flow Basics
BONUS: Cash Flow Template 3.2
Module 3.3: Takeaways
Module 4.0: Risk Tripwires Can Hurt Transferability
Module 4.1: Asset Transferability Risk
Module 4.2: Key Employee Risk
Module 4.3: Customer Risk
BONUS Module 4.3: Customer Revenue Concentration Template
Module 4.4: Supplier Risk
Module 4.5: Takeaways
BONUS Module 4.6: Measuring Customer Satisfaction
BONUS Module 4.6: Customer Metrics Dashboard Template
Module 1.0: Most Of Your Revenues Are One Time Sales
Module 1.1: Recurring vs. Reoccurring Revenue
Module 1.2: Recurring Revenue Models
Module 1.3: How To Productize Your Service
Module 1.4: Takeaways
Module 2.0: Past Success Isn't Competitive For Tomorrow
Module 2.1: Company Lifecycles
Module 2.2: If Your Company Isn't Growing, It's Declining
Module 2.3: Differentiation And Economic Moats
Module 2.4: Takeaways
Module 3.0: Considering Family Or Management Succession
Module 3.1: Family Succession
Module 3.2: Management Buyouts
Module 3.3: Takeaways
Module 4.0: Process Of Selling The Business Is Unfamiliar
Module 4.1: Reverse Engineer Your Exit
Module 4.2: M&A Process Overview
Module 4.3: Is Your Company Sell-Ready?
Module 4.4: Takeaways
BONUS: Pre-Diligence Checklist - 4.5
Module 5.0: Strategic Transition Planning
Module 5.1: Strategic Transition Planning Framework
Module 5.2: How To Write Your Strategic Transition Plan
BONUS 5.2: Strategic Business Transition Plan Template
Module 5.3 Takeaways
Congratulations! You've Completed the Masterclass
$9,997.00
81 lessons
5.5 hours of video content
45 exercises to workshop key concepts
8 interactive, customizable tools
2 online assessments
Work at your pace using a step-by-step process that's easy to follow, so you get the results you’re aiming for.
Includes “Ask Anything” group coaching sessions
Includes “Featured Module” deep dive group sessions
Provides a holistic, comprehensive solution bringing resources you need to solve problems in one place.
COURSE CREATOR AND BUSINESS TRANSITION EXPERT. Former CEO of a $100 million revenue company that was sold to a Fortune 50, Laurie Barkman is a nationally recognized business transition strategist and dealmaker, advising owners how to create more valuable businesses and find the right buyer when it’s time to let go. She is also an adjunct professor of entrepreneurship, best-selling author of “The Business Transition Handbook," and host of Succession Stories ranked in top 2% of podcasts globally.
Sign up for updates on the Succession Stories Podcast, events, and resources to grow your business and develop exit strategies.
Schedule a Strategy Call
If you’re a business owner considering how to create a sellable asset or transition your company, we invite to you a 30-minute strategy call.