Transition Planning with Laurie Barkman, Profit with a Plan Podcast

Succession Stories| Appearances| Exit Value| Sell or Transition

March 11, 2022•1 min read

Business transition sherpa & M&A advisor, Laurie Barkman talks with Marcia Riner about transition planning. There are many reasons to start planning as early as today. Laurie uses the Value Builder System to analyze gaps & improve the value of your company so that you can be better prepared for a transition as well as get the biggest price in return. Laurie has a lot of resources on her website: https://btsherpa.com/home and is offering a complimentary assessment, register at https://btsherpa.com/assessments.

About Marcia Riner: She is a business growth strategist helping service-based professionals to strengthen their business so that it is worth selling someday. She works closely with her clients to turn their business into an attractive and profitable business asset they can enjoy until they decide it’s time to stop. She helps them get a return on their business investment. Marcia is the CEO of Trajectory Consulting.

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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