160: Overcoming Fear and Preparing For a Successful Ownership Transition, Jon Eesley

160: Overcoming Fear and Preparing For a Successful Ownership Transition, Jon Eesley

Succession Stories| Exit Succession Plan
May 29, 2024•1 min read

Host Laurie Barkman, The Business Transition Sherpa, talks with Jon Eesley, Partner at Windsor Advisory Group. With over 45 years of experience working with privately held businesses, Jon has helped countless business owners navigate the complexities of succession planning. His approach focuses on understanding clients’ personal goals and values to develop financial strategies that support their vision. 

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Laurie and Jon discuss ways to approach the transition planning process to overcome fear by leaning in on your personal motivations and vision for your legacy. Learn how to clarify your purpose beyond financial gains. Plan a succession that combines your head, heart, and calculator to ensure future generations maintain the family legacy. 



Listen in to learn more about:

  • Strategies for clarifying your personal motivations beyond financial security

  • Best practices for establishing clear family values and legacy 

  • Ensuring you find fulfillment in your next chapter beyond financial gains

  • Questions to consider about your role and purpose before transitioning your business

  • Advice for prioritizing purpose over legalities in your succession plan

Enjoy this Succession Stories episode on preparing for a successful ownership transition with Jon Eesley.

Find Jon Eesley Here: https://windsoradvisorygroup.com/

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BUYERS BUY ON THEIR TIME, NOT YOURS. WILL YOU BE READY?

Learn more about the Endgame Entrepreneurship Masterclass and build with your exit in mind. 

https://btsherpa.com/course

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My Links:

🌐 Website: https://btsherpa.com

⏰️ Meet With Laurie: https://btsherpa.com/connect

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📘 THE BUSINESS TRANSITION HANDBOOK:

Get a free digital copy of “The Business Transition Handbook: How To Avoid Succession Pitfalls and Create Valuable Exit Options” by author Laurie Barkman: 

https://btsherpa.com/book

Laurie Barkman

Laurie Barkman, The Business Transition Sherpa, emphasizes the importance of planning for the exit of a business, citing that only 20% of companies in the lower middle market have an intention to sell. She highlights the need for an ownership succession plan, estimating the value of the business, addressing risk tripwires, and embracing a sell-ready mindset.

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