How to Get Clients With Big Exits, Laurie Barkman on Growing Your Financial Business The Woman’s Way Podcast

Succession Stories| Appearances| Exit Value

February 09, 2023•2 min read

If you’re not working with clients looking to exit their businesses, you may want to start. There is an incredible opportunity for advisors in the M&A space. Learning more about how entrepreneurs think when it comes to exiting a business could help you access a big pool of amazing clients who want and NEED your advice.

Laurie Barkman was the CEO of a $100 million revenue company and the current owner of an M&A firm. She’s an expert on transitioning businesses, exit strategies, and succession planning, and during this episode, she reveals what you need to know about entrepreneurial deals, so you’re seen as credible to these types of entrepreneurs. She’ll help you bring more value to your clients who are selling their businesses and give you tips on how to build relationships with clients that last through transitions.

ABOUT THIS PODCAST

The Growing Your Financial Business…The Woman’s Way Podcast is hosted by Robyn Crane, CFP®, Speaker/Trainer, 7-Figure Entrepreneur and 4X #1 Best Selling Author. Robyn interviews female financial advisors, industry influencers and highly successful entrepreneurs to give listeners innovative strategies to grow their ideal businesses so they can live their ideal lives. Robyn’s mission is to increase the footprint of women in financial services by helping female financial advisors and insurance professionals become so successful, they never leave the industry.

Tune into Laurie’s episode to learn:

Why focusing on your relationship with a client is such a game changer
How to make your client’s business more attractive and transferable to a potential buyer
Why it’s a good idea to have an M&A advisor on your team
How to help your clients understand the big picture and focus on their goals

Connect with Laurie Barkman

Website: https://btsherpa.com/home

Facebook: https://www.facebook.com/TheBusinessTransitionSherpa

LinkedIn: https://www.linkedin.com/in/lauriebarkman

Youtube: https://www.youtube.com/@TheBusinessTransitionSherpa/videos

Twitter: https://twitter.com/LaurieBarkman

Connect with Robyn Crane

Website: https://robyncrane.com/

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

YouTube: https://www.youtube.com/c/RobynCrane

Instagram: https://www.instagram.com/robyncrane/?hl=en

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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