Succession Stories Podcast

Insights from transition to transaction — from creating value to letting go.

Why Is Business Succession So Hard?

The award-winning podcast, hosted by Laurie Barkman, The Business Transition Sherpa™, M&A advisor, author, and keynote speaker, guides entrepreneurs who are considering leaving their ventures or simply beginning to think about their next steps. When you’re ready to sell, the company may not be sell-ready–leaving you out of time and unrewarded. If you want to create a more valuable business, or determine the best way to transition your closely held company, this podcast is for you. Listen weekly as Laurie interviews entrepreneurs and experts for insights to improve company value and overcome the challenges of succession.

New Episodes Available Weekly On:

186: From Burnout to Breakthrough: Reimagining Your Fourth Quarter with Scott Couchenour

186: From Burnout to Breakthrough: Reimagining Your Fourth Quarter with Scott Couchenour

Executive coach Scott Couchenour helps leaders over 50 design a future they won’t regret. In this episode of Succession Stories, host Laurie Barkman talks with Scott about his journey from burnout to ... ...more

Succession Stories

April 10, 20250 min read

Guiding Entrepreneurs Through Business Exits

Guiding Entrepreneurs Through Business Exits

Ghislain Gouraige, Partner at NewEdge Wealth and Certified Exit Planning Advisor® (CEPA®), brings over 30 years of experience helping ultra-high-net-worth families and entrepreneurs navigate business ... ...more

Succession Stories ,Creating Your Legacy Exit Succession Plan &Exit Value

March 25, 20251 min read

182: Finding Your Turning Point: Leadership, Legacy & Life with Jon Goldman

182: Finding Your Turning Point: Leadership, Legacy & Life with Jon Goldman

What happens when a successful entrepreneur faces his own turning point? In this episode, Laurie Barkman sits down with Jon Goldman, CEO of Turning Point, to discuss his journey from co-owning the inn... ...more

Succession Stories

March 19, 20251 min read

181: The ESOP Advantage: Wealth, Legacy & Business Transitions

181: The ESOP Advantage: Wealth, Legacy & Business Transitions

Employee Stock Ownership Plans (ESOPs) are one of the best-kept secrets in business succession planning. In this episode, Laurie Barkman sits down with Dan Zugell, Senior Vice President at Business Tr... ...more

Succession Stories

March 02, 20251 min read

180: Your Business is Not Your Baby: How to Build a Sellable Company

180: Your Business is Not Your Baby: How to Build a Sellable Company

Is your business truly valuable—or just another job you’ve created for yourself? In this episode of Succession Stories, Laurie Barkman speaks with Justin Goodbread, award-winning exit planner, best-se... ...more

Succession Stories

February 24, 20251 min read

179: Built to Last: Family Business Leadership

179: Built to Last: Family Business Leadership

Join Matthew Powell, CEO of Century Companies and a fourth-generation family business leader, along with host Laurie Barkman, as they explore the art of building sustainable, multi-generational enterp... ...more

Succession Stories

February 13, 20251 min read

178: Scaling Smarter: Mindset Shifts for Sustainable Success with Jennifer Dawn

178: Scaling Smarter: Mindset Shifts for Sustainable Success with Jennifer Dawn

Laurie Barkman welcomes Jennifer Dawn, a seasoned entrepreneur, business coach, and host of the Happy Productive podcast, to share her journey of building and selling businesses. From launching her fi... ...more

Succession Stories

January 26, 20251 min read

177: From Legacy to Liquidity: Selling a Multigenerational Business – Christin McClave

177: From Legacy to Liquidity: Selling a Multigenerational Business – Christin McClave

Host Laurie Barkman talks with Christin about her journey of navigating leadership roles at her family’s third-generation business, CARDONE Industries. During her tenure as Chief People Officer and CO... ...more

Succession Stories

January 15, 20252 min read

176: 2024 Reflections, Gratitude, and Future Vision, Laurie Barkman | Succession Stories

176: 2024 Reflections, Gratitude, and Future Vision, Laurie Barkman | Succession Stories

Succession Stories Podcast, Exit Succession Plan 2024 year-end solocast! Laurie Barkman shares reflections and gratitude for family, friends, and the growing community of entrepreneurs building value ... ...more

Succession Stories

December 19, 20241 min read

175: Future-Proof Your Business With Expert Success Strategies, Daniel Feiman

175: Future-Proof Your Business With Expert Success Strategies, Daniel Feiman

Daniel Feiman, is an internationally recognized leader in the areas of strategy, succession, and leadership development. He’s the Founder and Managing Director of Build It Backwards, a consulting and ... ...more

Succession Stories

December 16, 20241 min read

174: Redefine Your Purpose: The Transformative Journey Beyond The Entrepreneurial Exit, Jerome Myers

174: Redefine Your Purpose: The Transformative Journey Beyond The Entrepreneurial Exit, Jerome Myers

In this insightful episode, we explore the challenges and opportunities that entrepreneurs face when transitioning from their businesses. Join us as we explore the power of identity, purpose, and self... ...more

Succession Stories ,Exit Succession Plan

October 30, 20241 min read

173: How to Navigate the Emotional Minefield of Succession, Albert Ciuksza Jr.

173: How to Navigate the Emotional Minefield of Succession, Albert Ciuksza Jr.

Laurie Barkman interviews Albert Ciuksza to challenges faced by millennial successors as they take over from baby boomer predecessors. Listen in as they discuss Albert’s new book, “Succeeding” Steppin... ...more

Succession Stories ,Creating Your Legacy &Exit Succession Plan

October 07, 20241 min read

172: How Two Brothers Took Startup Software Firm From Idea to Exit, Chris and David Sinkinson

172: How Two Brothers Took Startup Software Firm From Idea to Exit, Chris and David Sinkinson

Laurie Barkman interviews brothers and business partners, David and Chris Sinkinson, about their experience as co-founders of AppArmor, a bootstrapped SaaS business with a $40 million exit. ...more

Succession Stories ,Exit Succession Plan

September 16, 202445 min read

171: From Reluctant Successor to Innovation Leader, Karen Norheim

171: From Reluctant Successor to Innovation Leader, Karen Norheim

In this Succession Stories episode, – When the episode first aired in 2021, Karen emerged as a leader who, despite initial reluctance, embraced her role with a combination of curiosity and determinati... ...more

Succession Stories ,Innovative Growth

August 23, 202445 min read

170: Navigating Family Business Transitions, Maryann Bell

170: Navigating Family Business Transitions, Maryann Bell

Laurie Barkman interviews Maryann Bell, a partner at Wingspan Legacy Partners, about the common myths and challenges facing next-generation successors in family businesses. Maryann shares insights on ... ...more

Succession Stories , Strategic Planning

August 12, 202445 min read

Preparing for a Successful Exit with Business Transition Insights, Laurie Barkman on the DealQuest Podcast

Preparing for a Successful Exit with Business Transition Insights, Laurie Barkman on the DealQuest Podcast

Laurie Barkman returns to the DealQuest Podcast with host Corey Kupfer to share her expertise in mastering business transitions and exit strategies. ...more

Succession Stories ,Exit Succession Plan

August 07, 20240 min read

169: The Power of Candid Conversations in Exit Planning, Henry DeVries

169: The Power of Candid Conversations in Exit Planning, Henry DeVries

Host Laurie Barkman, The Business Transition Sherpa, talks with Henry DeVries, publisher, writer, and CEO of Indie Books International. ...more

Succession Stories ,Exit Succession Plan

August 05, 202422 min read

How to Make Your Business More Valuable, Laurie Barkman on Marketing The Invisible

How to Make Your Business More Valuable, Laurie Barkman on Marketing The Invisible

Is succession planning something you keep pushing aside? It’s time to bring it to the forefront. ...more

Succession Stories ,Improving Company Value

August 05, 20241 min read

How To Build With The Exit in Mind, Laurie Barkman on Practical Leadership Podcast

How To Build With The Exit in Mind, Laurie Barkman on Practical Leadership Podcast

In this episode, we dive into the crucial topic of building a business with the end in mind. Laurie Barkman, author of “The Business Transition Handbook” and a seasoned Business Transition Sherpa™ joi... ...more

Succession Stories ,Exit Succession Plan

August 05, 20241 min read

168: Announcing the Launch of the Endgame Entrepreneurship Masterclass, Succession Stories Solocast

168: Announcing the Launch of the Endgame Entrepreneurship Masterclass, Succession Stories Solocast

Laurie unveils The Endgame EntrepreneurshipTM Masterclass, designed to guide entrepreneurs through the complexities of business transition. This comprehensive online course offers video lessons, exerc... ...more

Succession Stories ,Exit Succession Plan

July 22, 202413 min read

167: The Power of Family Business Advocacy and Succession Planning, Pat Soldano

167: The Power of Family Business Advocacy and Succession Planning, Pat Soldano

Pat is the President of Family Enterprise USA (FE-USA) whose mission is to promote the growth of generational-owned family businesses in the US. She is also President of Policy and Taxation Group that... ...more

Succession Stories ,Creating Your Legacy

July 15, 202422 min read

166: Finding the Right Buyer for Your Legacy, Markus Kaulius

166: Finding the Right Buyer for Your Legacy, Markus Kaulius

From humble beginnings to founding Magnum Nutraceuticals, Markus Kaulius shares the saga of transforming a passion into a $170 million empire with Laurie Barkman, The Business Transition SherpaⓇ. ...more

Succession Stories ,Sell or Transition

July 08, 202436 min read

165: How to Overcome Personal Fears, Heather Penny

165: How to Overcome Personal Fears, Heather Penny

We all go through transition times in our lives. Personal transition is hard. You’ve probably heard me say that 75% of owners express regrets one year after selling. I’m on a mission to break the cycl... ...more

Succession Stories ,Exit Succession Plan

July 05, 20241 min read

164: Do’s and Don’ts of Successful Acquisitions, Kyle Grieve

164: Do’s and Don’ts of Successful Acquisitions, Kyle Grieve

Host of the #1 stock investing podcast in the world, “We Study Billionaires” Kyle Grieve, joins Laurie Barkman on today’s episode. As part of The Investor’s Podcast Network, Kyle helps professional in... ...more

Succession Stories ,Buying a Business

June 25, 20242 min read

Overcoming Succession Pitfalls, Laurie Barkman on Work At Home Rockstars

Overcoming Succession Pitfalls, Laurie Barkman on Work At Home Rockstars

In this episode of the Work at Home Rockstar podcast, Laurie Barkman, also known as the Business Transition Sherpa, joins host Tim Melanson. Laurie shares her journey of becoming a CEO, the challenges... ...more

Succession Stories ,Appearances

June 18, 20241 min read

Top 8 Questions to Prepare for When Selling Your Business: A Guide for Entrepreneurs

Top 8 Questions to Prepare for When Selling Your Business: A Guide for Entrepreneurs

Selling your business can be a daunting process, especially when you’re faced with a barrage of questions from potential buyers. This stage is critical as it can determine the success of your sale and... ...more

Succession Stories ,Sell or Transition

June 17, 20245 min read

163: From Niche Digital Business To 7-Figure Exit, Tony Whatley

163: From Niche Digital Business To 7-Figure Exit, Tony Whatley

Laurie Barkman, The Business Transition SherpaⓇ, talks with Tony Whatley, a 20+ year serial entrepreneur, business coach, best-selling author, podcast host, and speaker. Tony is Co-Founder of LS1Tech,... ...more

Succession Stories ,Innovative Growth

June 17, 20242 min read

Lazy CEO Podcast, Business Transitions and Liquidity Events

Lazy CEO Podcast, Business Transitions and Liquidity Events

In this episode of The Lazy CEO Podcast, host Jim Schleckser discusses the topic of liquidity events and business transitions with expert Laurie Barkman from the Business Transition Sherpa. Laurie sha... ...more

Succession Stories ,Appearances

June 13, 20242 min read

162: Revolutionize Your Business Post-Bankruptcy, Greg McDonough

162: Revolutionize Your Business Post-Bankruptcy, Greg McDonough

Host Laurie Barkman, The Business Transition Sherpa, is joined by Greg McDonough, Managing Partner of Blackburn Capital Advisors and host of the Chief Endurance Officer Podcast. ...more

Succession Stories ,Innovative Growth

June 10, 20241 min read

161: Mastering The Art of Successful Transactions, Susan Keller

161: Mastering The Art of Successful Transactions, Susan Keller

Host Laurie Barkman, The Business Transition SherpaⓇ, is joined by Susan Keller, Founder of Entrepreneurial Executives. Susan advises businesses from startups to publicly traded companies on growth st... ...more

Succession Stories , Strategic Planning

June 03, 20241 min read

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

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

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 c... ...more

Succession Stories ,Exit Succession Plan

May 29, 20241 min read

Authorpreneur Podcast Episode #12, Laurie Barkman

Authorpreneur Podcast Episode #12, Laurie Barkman

In this episode of The Authorpreneur Podcast, Laurie sits down with our host, Chris Green, to discuss the inspiration behind her book and how it has become a valuable resource for business owners navi... ...more

Succession Stories ,Appearances

May 28, 20241 min read

159: Focus On Building Value, Not Just Revenue, Darryl Bates-Brownsword

159: Focus On Building Value, Not Just Revenue, Darryl Bates-Brownsword

Host Laurie Barkman, The Business Transition SherpaⓇ, is joined by Darryl Bates-Brownsword, Managing Partner of Succession Plus in the UK. He hosts The Exit Insights Podcast and is a business consulta... ...more

Succession Stories ,Improving Company Value

May 15, 20242 min read

158: The Secrets of Successful Business Transactions with Reid Tileston

158: The Secrets of Successful Business Transactions with Reid Tileston

Unlock the story behind Reid Tileston’s remarkable entrepreneurial journey in this episode of Succession Stories. Join Laurie Barkman, The Business Transition Sherpa®, as she sits down with Reid, a dr... ...more

Succession Stories , Strategic Planning

May 08, 20242 min read

157: Creating A Profitable Niche Business to Sell, David Spray

157: Creating A Profitable Niche Business to Sell, David Spray

Host Laurie Barkman, The Business Transition Sherpa, talks with David Spray, Founder and President of Export Advisors, which serves the owners of privately-held, U.S. exporting companies. Over the pas... ...more

Succession Stories ,Improving Company Value

May 02, 20241 min read

156: Building Your Business With Exit Strategy In Mind, Mike Malatesta

156: Building Your Business With Exit Strategy In Mind, Mike Malatesta

Host Laurie Barkman, The Business Transition Sherpa, talks with Mike Malatesta, CEO of LJP Waste Solutions. Over the past 30 years, Mike’s experienced the highs and lows of entrepreneurship. He built ... ...more

Succession Stories ,Exit Succession Plan

April 26, 202429 min read

155: Successfully Exiting A Family Business After Turning It Around, JV Crum III

155: Successfully Exiting A Family Business After Turning It Around, JV Crum III

Succession Stories host Laurie Barkman, The Business Transition SherpaⓇ, sits down with JV Crum III, founder of the Conscious Millionaire Institute and Conscious World Foundation Inc.–a global non-pro... ...more

Succession Stories ,Improving Company Value

April 08, 202429 min read

154: Success Secrets For Family Businesses Navigating Growth Crossroads, Meghan Lynch

154: Success Secrets For Family Businesses Navigating Growth Crossroads, Meghan Lynch

Succession Stories host Laurie Barkman, The Business Transition SherpaⓇ, is joined by Meghan Lynch, the driving force behind Six-Point Creative, a marketing services firm dedicated to empowering famil... ...more

Succession Stories , Strategic Planning

April 02, 202429 min read

153: Discovering The Hidden Secrets Behind A $37 Million Exit, Max Lewis

153: Discovering The Hidden Secrets Behind A $37 Million Exit, Max Lewis

Host Laurie Barkman welcomes Max Lewis, entrepreneur and author of “Who Is Max Lewis?” Max shares what led to the eventual sale of his company for $37 million. ...more

Succession Stories ,Creating Your Legacy

March 20, 202427 min read

152: Top Reasons Why Your Company Needs a Board, Ralph Ward

152: Top Reasons Why Your Company Needs a Board, Ralph Ward

Ralph Ward is the editor of the Corporate Board Magazine and an expert in corporate governance. He’s the author of six books on corporate governance and board issues. I asked him to join me on the sho... ...more

Succession Stories ,Improving Company Value

March 12, 202421 min read

151: Avoid Burnout: Top Tips For Entrepreneurial Success, Cesar Quintero

151: Avoid Burnout: Top Tips For Entrepreneurial Success, Cesar Quintero

Succession Stories host Laurie Barkman, The Business Transition Sherpa™, welcomes Cesar Quintero, a serial entrepreneur in the food service industry. ...more

Succession Stories , Strategic Planning

March 04, 202431 min read

150: The Ultimate Guide To Building A Scalable Business with Alex Neist, Founder of Hostage Tape

150: The Ultimate Guide To Building A Scalable Business with Alex Neist, Founder of Hostage Tape

Welcome to the Succession Stories podcast, where we delve into the intricate world of building a scalable business. Join host Laurie Barkman, The Business Transition Sherpa(™), and our guest Alex Neis... ...more

Succession Stories ,Improving Company Value

February 22, 202431 min read

149: How To Have Tough Succession Conversations, Jane Hanson

149: How To Have Tough Succession Conversations, Jane Hanson

Succession Stories host Laurie Barkman, The Business Transition Sherpa®, welcomes Jane Hanson, a nine-time Emmy award winning correspondent. She has an amazing resume as a network co-anchor in New Yor... ...more

Succession Stories ,Exit Succession Plan

February 05, 202425 min read

147: How to Talk with Family about Business Ownership Succession, Matt DiFrancesco

147: How to Talk with Family about Business Ownership Succession, Matt DiFrancesco

Succession Stories host Laurie Barkman, The Business Transition Sherpa®, welcomes Matt DiFrancesco, Principal of HighLift Financial, and host of the “Your Business, Your Life” podcast. ...more

Succession Stories ,Creating Your Legacy

January 31, 20241 min read

148: How to Spot Sales Risk in Your Succession Plan with David Newman

148: How to Spot Sales Risk in Your Succession Plan with David Newman

Succession Stories host Laurie Barkman, The Business Transition Sherpa®, welcomes David Newman, author of the business bestseller “Do It! Marketing” and his new book, “Do It! Selling.” He’s the founde... ...more

Succession Stories , Strategic Planning

January 31, 20242 min read

146: Tax Strategies to Consider When Selling a Business, Ross Brannon

146: Tax Strategies to Consider When Selling a Business, Ross Brannon

Succession Stories host Laurie Barkman, The Business Transition Sherpa®, welcomes Ross Brannon, Tax Shelter and Private Equity Consultant at CoastalOne. ...more

Succession Stories ,Sell or Transition

January 25, 20241 min read

145: Your Kids Want Your Wealth, Not Your Business, Elliott H. Kallen

145: Your Kids Want Your Wealth, Not Your Business, Elliott H. Kallen

Succession Stories host Laurie Barkman, The Business Transition Sherpa(™), welcomes Elliot H. Kallen, President of Prosperity Financial Group, a financial planning and advising firm. Elliot is a three... ...more

Succession Stories ,Creating Your Legacy

January 16, 202424 min read

144: How Will Your Company Be Remembered? with Rocco Cozza

144: How Will Your Company Be Remembered? with Rocco Cozza

Succession Stories host Laurie Barkman, The Business Transition Sherpa(™), welcomes Rocco Cozza, Founder and Managing Partner of Cozza Law Group, for a conversation spotlighting a topic owners may be ... ...more

Succession Stories ,Creating Your Legacy

January 09, 202420 min read

143: Strategic Planning For Transition, John Denny

143: Strategic Planning For Transition, John Denny

Succession Stories host Laurie Barkman, The Business Transition Sherpa(™), welcomes John Denny, Principal of Denny Civic Solutions and the first client Laurie brought onto the show. ...more

Succession Stories , Strategic Planning

December 19, 202315 min read

142: Post-Transaction Tax Strategies, Chuck Goldblum

142: Post-Transaction Tax Strategies, Chuck Goldblum

Succession Stories host Laurie Barkman, The Business Transition Sherpa(™), welcomes Chuck Goldblum, Founder and Financial Strategist of Hurley Capital. ...more

Succession Stories , Strategic Planning

December 04, 202315 min read

141: Winning at Organic Growth with Shawn O’Malley at “We Study Markets”

141: Winning at Organic Growth with Shawn O’Malley at “We Study Markets”

Succession Stories host Laurie Barkman, The Business Transition Sherpa™, welcomes Shawn O’Malley, Chief Editor and Financial Writer for “We Study Markets” at The Investor’s Podcast Network. ...more

Succession Stories ,Innovative Growth

November 22, 202324 min read

140: Exploring Ownership Succession and Legacy with Ken Rusk

140: Exploring Ownership Succession and Legacy with Ken Rusk

Succession Stories host Laurie Barkman, The Business Transition Sherpa™, welcomes Ken Rusk, founder of Rusk Industries. ...more

Succession Stories ,Exit Succession Plan

November 20, 202328 min read

139: How Transferable Are Your Business Assets? Heather Pearce Campbell

139: How Transferable Are Your Business Assets? Heather Pearce Campbell

Succession Stories host Laurie Barkman, The Business Transition Sherpa(™), welcomes Heather Pearce Campbell, The Legal Website Warrior. Heather equips entrepreneurs with tools to champion positive cha... ...more

Succession Stories , Strategic Planning

November 12, 202329 min read

138: How To Maximize Wealth and Your Legacy, Tim Scannell

138: How To Maximize Wealth and Your Legacy, Tim Scannell

Succession Stories host Laurie Barkman, The Business Transition Sherpa(TM), welcomes Tim Scannell, Managing Director, Partner at Hightower Great Lakes. Tim is the Managing Director at Hightower Great ... ...more

Succession Stories ,Creating Your Legacy

November 05, 20231 min read

137: Planning for the Unexpected In Your Business, Pat Ennis

137: Planning for the Unexpected In Your Business, Pat Ennis

Succession Stories host, Laurie Barkman, is joined by Pat Ennis, Founder of Ennis Legacy Partners. With decades of experience in financial services, Pat has extensive understanding of the challenges b... ...more

Succession Stories ,Creating Your Legacy

October 29, 202324 min read

136: Reasons Why Your Business Won’t Sell and What To Fix Now, Christine Nicholson

136: Reasons Why Your Business Won’t Sell and What To Fix Now, Christine Nicholson

Listen in as Succession Stories host Laurie Barkman, The Business Transition Sherpa, talks with Christine Nicholson, an award-winning business mentor in the UK. An expert on exit and succession planni... ...more

Succession Stories ,Exit Succession Plan

October 23, 202324 min read

135: Turning Down Family Business Succession, Pete Walsh

135: Turning Down Family Business Succession, Pete Walsh

Pete Walsh is a Master Coach and a trusted advisor who brings real-life lessons to his family business and executive clients. Pete is the first guest on Succession Stories who turned down next-generat... ...more

Succession Stories ,Creating Your Legacy

October 15, 202332 min read

134: How Business Owners Capitalize Retirement, Christopher Panagiotu

134: How Business Owners Capitalize Retirement, Christopher Panagiotu

Chris joins Succession Stories host Laurie Barkman to discuss what eventually all business owners need to determine about their exit and financial future. ...more

Succession Stories , Strategic Planning

October 08, 202330 min read

133: Don’t Stand In The Way of Your Business Growth and Transition, Rick Vanasse

133: Don’t Stand In The Way of Your Business Growth and Transition, Rick Vanasse

Rick Vanasse advises CEOs and rising leaders as Chair with Vistage, a global membership organization. He’s like a CEO whisperer, creating space for leaders to address strategic questions from an organ... ...more

Succession Stories , Strategic Planning

October 01, 202332 min read

132: Should You Keep or Leave Your Business and Other Soul-Searching Questions, Brian Trzcinski

132: Should You Keep or Leave Your Business and Other Soul-Searching Questions, Brian Trzcinski

This episode provides great questions to help you think about what can protect your business and create wealth. Brian Trzcinski, Director of Business Market Development with MassMutual, joins host Lau... ...more

Succession Stories ,Exit Succession Plan

September 24, 202331 min read

131: How Sibling Rivalry Disrupted Succession of This Family Business, Eva Fischer

131: How Sibling Rivalry Disrupted Succession of This Family Business, Eva Fischer

When it comes to family business succession, will dysfunction prevail? Eva Fischer was the chair of the family business, Brunata, one of Scandinavia’s largest clean-tech companies, and at the helm dur... ...more

Succession Stories ,Exit Succession Plan

September 11, 202327 min read

130: Get Intentional With Your Business Legacy, John Lee Dumas @EOFire [Legacy Series]

130: Get Intentional With Your Business Legacy, John Lee Dumas @EOFire [Legacy Series]

If you’re a fan of business podcasts, you might know the name John Lee Dumas (JLD), founder and host of the award-winning show, Entrepreneurs on Fire. Since launching in 2012, JLD has interviewed over... ...more

Succession Stories ,Creating Your Legacy

September 09, 202313 min read

128: [LEGACY SERIES] How This Entrepreneur Is Planning His Future Exit and Benefiting From Talking About It, Bill Spohn

128: [LEGACY SERIES] How This Entrepreneur Is Planning His Future Exit and Benefiting From Talking About It, Bill Spohn

When is the right time to transition your business? Bill Spohn, President and Owner of TruTech Tools, plans to retire in three years. Bill joins host Laurie Barkman on Succession Stories for a “Legacy... ...more

Succession Stories ,Exit Succession Plan

September 04, 20231 min read

129: Original Maroon 5 Drummer Ryan Dusick Talks About His Exit and Finding Recovery

129: Original Maroon 5 Drummer Ryan Dusick Talks About His Exit and Finding Recovery

Ryan Dusick is the founding drummer of Maroon 5, one of the world’s most popular bands. In the nineties, Ryan and his high school buddies Adam Levine and Jesse Carmichael dreamed about making it big…a... ...more

Succession Stories ,Exit Succession Plan

September 04, 202383 min read

127: Telling Stories of Smaller Companies That Sell, Alexis Grant with They Got Acquired

127: Telling Stories of Smaller Companies That Sell, Alexis Grant with They Got Acquired

What do small business owners wish they had done differently before selling? While the attention on billion-dollar mergers and acquisitions, detailed information about acquisitions of smaller business... ...more

Succession Stories ,Sell or Transition

August 28, 202322 min read

126: Ownership Succession: Why It’s Hard to Walk Away Financially and What to Do About It, Regina Beatty

126: Ownership Succession: Why It’s Hard to Walk Away Financially and What to Do About It, Regina Beatty

Are you prepared for the emotional realities of succession planning? Regina Beatty, an advisor with the financial planning group, Heritage Financial Consultants, joins Laurie Barkman on Succession Sto... ...more

Succession Stories ,Exit Succession Plan

August 20, 202323 min read

How to Maximize Your Business Value – In Just 7 Minutes, Laurie Barkman on Marketing The Invisible

How to Maximize Your Business Value – In Just 7 Minutes, Laurie Barkman on Marketing The Invisible

If you’ve ever wondered how to secure a profitable and worry-free exit for your business, this episode is a must-listen. Join us as we delve into the strategies and secrets of shaping your business in... ...more

Succession Stories ,Appearances

August 17, 20231 min read

125: The Ownership Journey and Life After The Deal with Bruce Werner

125: The Ownership Journey and Life After The Deal with Bruce Werner

If your goal in life is to have no regrets, what are the things you need to address now to be happy about your business transition? Bruce Werner, family business advisor and author of “The Ownership J... ...more

Succession Stories ,Sell or Transition & Strategic Planning

August 13, 202330 min read

Avoiding Succession Pitfalls, Laurie Barkman on Exit Readiness Podcast

Avoiding Succession Pitfalls, Laurie Barkman on Exit Readiness Podcast

As with any strategic planning it’s as important to know what pitfalls to avoid as much as it is what actions to take or put in place. ...more

Succession Stories ,Appearances Exit Value &Sell or Transition

August 08, 20231 min read

124: How to Create Value with Million Dollar Ideator Mike Stemple

124: How to Create Value with Million Dollar Ideator Mike Stemple

For any business, regardless of size, innovation is an essential part of growth. We live in the age of entrepreneurs who are disrupting large companies more than the large companies are disrupting eac... ...more

Succession Stories ,Sell or Transition Strategic Planning &Innovative Growth

August 07, 202338 min read

123: Reward and Retain Key Employees to Maximize Exit Value and Transition Options – Anna Felix, StrongHold Wealth Partners

123: Reward and Retain Key Employees to Maximize Exit Value and Transition Options – Anna Felix, StrongHold Wealth Partners

The earlier you plan for life after exiting your business, the more successful your transition will be. Determine your post-exit goals and work towards a number that helps you achieve your preferred l... ...more

Succession Stories ,Exit Value &Sell or Transition

July 23, 202322 min read

122: How to Buy a Company as an Acquisition Entrepreneur – Ben Rizzo, Hartwood Point

122: How to Buy a Company as an Acquisition Entrepreneur – Ben Rizzo, Hartwood Point

Ben Rizzo, Founder of Hartwood Point, makes direct private investments across the US and UK, primarily in operator-led buyouts. Ben talks with Succession Stories host, Laurie Barkman, about acquisitio... ...more

Succession Stories ,Sell or Transition Strategic Planning &Buying a Business

July 09, 202337 min read

121: It’s the Net Number That Counts. Tax Strategies to Consider When Selling a Business, Joel Valentine and Christoper Weir, Wessel and Company CPA

121: It’s the Net Number That Counts. Tax Strategies to Consider When Selling a Business, Joel Valentine and Christoper Weir, Wessel and Company CPA

When selling your business, it’s the net number that counts. ...more

Succession Stories ,Exit Value Sell or Transition & Strategic Planning

June 25, 202333 min read

120: What Will You Do After You Leave Your Business? Laurie Barkman, The Business Transition Sherpa

120: What Will You Do After You Leave Your Business? Laurie Barkman, The Business Transition Sherpa

Solocast with Laurie Barkman, show host and business transition sherpa. Laurie discusses a critical owner succession pitfall to avoid. You don’t know what you will do after you leave the business. ...more

Succession Stories ,Exit Value Sell or Transition & Strategic Planning

June 18, 202319 min read

Insights from The Business Transition Sherpa, The Real Business Podcast

Insights from The Business Transition Sherpa, The Real Business Podcast

In this episode, MassMutual‘s Brian Trzcinski welcomes Laurie Barkman, aka “The Business Transition Sherpa” to discuss some key topics from her book The Business Transition Handbook. ...more

Succession Stories ,Appearances Exit Value &Sell or Transition

June 12, 20230 min read

119: Evaluating Your Business to Find the Right Buyers, Tim Tannert

119: Evaluating Your Business to Find the Right Buyers, Tim Tannert

What is it like to sell your same business twice? As CEO of a pharmacy software company, Tim Tannert led the business through two successful transactions. Key to their success was having a differentia... ...more

Succession Stories ,Sell or Transition & Strategic Planning

June 04, 202322 min read

118: Exit Planning Isn’t About Money, It’s About People – Misty See Meschter and Don See, Pass It On Inc.

118: Exit Planning Isn’t About Money, It’s About People – Misty See Meschter and Don See, Pass It On Inc.

Most successful business owners spend their time running their business. Their expertise is not planning how to exit, or planning what might happen to the company, their family, employees or customers... ...more

Succession Stories ,Sell or Transition & Strategic Planning

May 21, 202331 min read

117: Who Wants to Run a Company That Can Thrive Without You? Laurie Barkman Solocast

117: Who Wants to Run a Company That Can Thrive Without You? Laurie Barkman Solocast

Solocast with Laurie Barkman, show host and business transition sherpa. In this solocast, Laurie talks about her new book, “The Business Transition Handbook,” and discusses a critical owner succession... ...more

Succession Stories ,Exit Value &Sell or Transition

May 02, 202311 min read

116: Simple Ways To Improve Cash Flow That Work For Small Business Owners, Cliff Spolander

116: Simple Ways To Improve Cash Flow That Work For Small Business Owners, Cliff Spolander

Cliff Spolander, author of The Cash Flow Code, is the CEO of Business By Design, an exit planning advisory company in the UK. He has started, bought and sold several companies across a range of sector... ...more

Succession Stories ,Exit Value Buying a Business &Innovative Growth

April 10, 202333 min read

115: From US Army Veteran to Medical Device Entrepreneur, Stephen Bollinger

115: From US Army Veteran to Medical Device Entrepreneur, Stephen Bollinger

US Army Veteran Stephen Bollinger is a serial entrepreneur in the medical device industry. Stephen’s superpower is discovering market opportunities to help people live better lives. During his career,... ...more

Succession Stories ,Sell or Transition Strategic Planning &Innovative Growth

March 26, 202332 min read

114: Automate Processes to Create Value, Shanice Miller

114: Automate Processes to Create Value, Shanice Miller

Automation can free up hundreds of hours per individual employee every year. Better systems create operational efficiencies that make businesses more scalable. Shanice Miller is a business productivit... ...more

Succession Stories , Strategic Planning &Innovative Growth

March 12, 202322 min read

113: Avoiding Transition Pitfalls with Laurie Barkman, The Business Transition Sherpa

113: Avoiding Transition Pitfalls with Laurie Barkman, The Business Transition Sherpa

Cliff Spolander, author of The Cash Flow Code, is the CEO of Business By Design, an exit planning advisory company in the UK. He has started, bought and sold several companies across a range of sector... ...more

Succession Stories ,Exit Value &Sell or Transition

March 05, 20232 min read

112: Challenges of Entrepreneuring Families, Tsitsi Mutendi

112: Challenges of Entrepreneuring Families, Tsitsi Mutendi

Succession Stories host Laurie Barkman talks with Tsitsi Mutendi about addressing the challenges of Entrepreneuring families. Tsitsi is an internationally recognized Family Business Expert and Family ... ...more

Succession Stories , Strategic Planning &Innovative Growth

February 19, 202326 min read

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

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

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. ...more

Succession Stories ,Appearances &Exit Value

February 09, 20232 min read

111: Don’t Wait To Plan Your Exit Strategy, Bill Prinzivalli

111: Don’t Wait To Plan Your Exit Strategy, Bill Prinzivalli

What can go wrong if you wait too long to plan your exit strategy? Executive coach and organizational consultant, Bill Prinzivalli, joins Succession Stories host Laurie Barkman to discuss why your ent... ...more

Succession Stories ,Exit Value Sell or Transition & Strategic Planning

February 05, 202332 min read

Avoiding Pitfalls From Business Transition to Transaction, Part 2 – Laurie Barkman on Your Partner in Success Radio

Avoiding Pitfalls From Business Transition to Transaction, Part 2 – Laurie Barkman on Your Partner in Success Radio

Laurie Barkman joined host Denise Griffitts on Your Partner In Success Radio as a follow-up to discuss avoiding pitfalls from business transition to transaction. ...more

Succession Stories ,Appearances Exit Value &Sell or Transition

January 22, 20231 min read

110: Next Generation Disruptive Successor, Jonathan Goldhill

110: Next Generation Disruptive Successor, Jonathan Goldhill

Innovation, transition, growth. These are the key drivers of disruptive succession that help businesses evolve and continue to thrive. This week on Succession Stories, Jonathan Goldhill joins Laurie B... ...more

Succession Stories ,Sell or Transition Strategic Planning &Innovative Growth

January 22, 202334 min read

109: Succession Stories Rewind with Laurie Barkman

109: Succession Stories Rewind with Laurie Barkman

Catch up on the Succession Stories Podcast with highlights from recent episodes. Host Laurie Barkman spotlights the challenges of business transition, M&A exits, and succession in this special Rewind ... ...more

Succession Stories ,Exit Value Sell or Transition & Strategic Planning

January 09, 202336 min read

From Transition to Transaction: Avoiding Ownership Pitfalls, With Laurie Barkman – Business Creators Radio Show

From Transition to Transaction: Avoiding Ownership Pitfalls, With Laurie Barkman – Business Creators Radio Show

Every beginning has an end. The question is, will yours cash out or fizzle out? You started your business for the freedom that comes with running your own company. The freedom to earn what you deserv... ...more

Succession Stories ,Appearances Exit Value &Sell or Transition

January 01, 20232 min read

The Keys to A Successful Business Exit with Laurie Barkman, SmallDotBig – Beyond 8 Figures Podcast

The Keys to A Successful Business Exit with Laurie Barkman, SmallDotBig – Beyond 8 Figures Podcast

If you’ve built a successful business, you’ll already know that it requires a lot of time, planning, and effort. But do you know what it takes to conduct a successful business exit? ...more

Succession Stories ,Appearances Exit Value Sell or Transition &Buying a Business

December 30, 20222 min read

Best Practices for Exit Planning and M&A strategies, Laurie Barkman on the Enterprising Families Podcast with Tsitsi Mutendi

Best Practices for Exit Planning and M&A strategies, Laurie Barkman on the Enterprising Families Podcast with Tsitsi Mutendi

Laurie Barkman joined Tsitsi Mutendi on the Enterprising Families Podcast. Listen in as Laurie shares on best practices for exit planning and M&A strategies as well as the emotional side of business t... ...more

Succession Stories ,Appearances &Sell or Transition

December 30, 20221 min read

108: Journeyman Entrepreneurship with A.J. Lawrence, Beyond 8 Figures

108: Journeyman Entrepreneurship with A.J. Lawrence, Beyond 8 Figures

A.J. Lawrence is the host of the Beyond 8-Figures Podcast. Having sold several companies for 7-figure exits, A.J. continues to explore opportunities to reach $10 million and beyond and calls himself a... ...more

Succession Stories ,Exit Value Sell or Transition & Strategic Planning

December 04, 202235 min read

Transition “Sherpa” Laurie Barkman On How To Create A Successful Liquidity Event – Deep Wealth Podcast

Transition “Sherpa” Laurie Barkman On How To Create A Successful Liquidity Event – Deep Wealth Podcast

“If a third party sale is in your future, why not set it up for success and then work backwards” – Laurie Barkman Laurie joins host Jeffrey Feldberg on the Deep Wealth Podcast where you learn how to ... ...more

Succession Stories ,Appearances Exit Value &Sell or Transition

November 28, 202242 min read

Avoiding Pitfalls From Business Transition to Transaction – Your Partner In Success™ Radio!

Avoiding Pitfalls From Business Transition to Transaction – Your Partner In Success™ Radio!

Laurie Barkman joined host Denise Griffitts on Your Partner In Success Radio! to discuss how to avoid pitfalls from business transition to transaction. ...more

Succession Stories ,Appearances &Sell or Transition

November 28, 20221 min read

107: Making Your Business Transferable, Rebecca Monet

107: Making Your Business Transferable, Rebecca Monet

If you’re planning to sell your company one day, how transferable would it be to a new owner? Rebecca Monet joins host Laurie Barkman to share her story about building businesses, letting go, and toug... ...more

Succession Stories ,Exit Value Sell or Transition & Strategic Planning

November 13, 202229 min read

106: How to Apply Warrior Principles To Your Business, Zachary Green

106: How to Apply Warrior Principles To Your Business, Zachary Green

Much like a warrior, being an entrepreneur entails risk, struggle, grit, and bravery. How can you muster strength to push through even the greatest odds? On this episode, Zachary Green joins host Laur... ...more

Succession Stories ,Sell or Transition Strategic Planning &Innovative Growth

October 30, 202234 min read

105: Skills To Build Your Business Are Not Same To Sell It, Jeffrey Feldberg

105: Skills To Build Your Business Are Not Same To Sell It, Jeffrey Feldberg

How do you master something you’ve never done before, like selling your business? First, it’s important to know that the skills used to start your business won’t be the ones used to sell it. ...more

Succession Stories ,Exit Value Sell or Transition Strategic Planning &Innovative Growth

October 16, 202259 min read

104: Business Valuation Benefits and Myths, Fred Kaplan and Kristi Posluszny – Stony Hill Advisors

104: Business Valuation Benefits and Myths, Fred Kaplan and Kristi Posluszny – Stony Hill Advisors

98% of business owners don’t know what their business is worth. It’s risky not to know what the value of your business is since it may be the largest piece of your net worth. This can be a problem for... ...more

Succession Stories ,Exit Value &Sell or Transition

October 02, 202226 min read

Disruptive Successor Show – Business Transition with Jonathan Goldhill

Disruptive Successor Show – Business Transition with Jonathan Goldhill

In this episode of The Disruptive Successor show, Laurie Barkman, CEO, and Founder of SmallDotBig, joined Jonathan to discuss how to help business owners add value to their businesses and successions.... ...more

Succession Stories ,Appearances Exit Value & Strategic Planning

September 23, 202247 min read

103: Don’t Ignore The Ultimate Finish Line with Mark Fujiwara, Baird

103: Don’t Ignore The Ultimate Finish Line with Mark Fujiwara, Baird

Health and happiness after selling your company is often ignored. Business owners race hard to maximize monetary returns, but is it the ultimate finish line? This week on Succession Stories, Mark Fuji... ...more

Succession Stories ,Sell or Transition Strategic Planning &Buying a Business

September 21, 202226 min read

102: Creating the Family Enterprise of the Future, Nike Anani

102: Creating the Family Enterprise of the Future, Nike Anani

Succession Stories welcomes Nike Anani back to the show. Nike is an international award-winning entrepreneur, succession specialist, and legacy planning expert for future-focused business families. Sh... ...more

Succession Stories ,Sell or Transition & Strategic Planning

September 04, 202221 min read

Position Your Business to Sell, Franchise Woman Podcast

Position Your Business to Sell, Franchise Woman Podcast

Business transition sherpa, Laurie Barkman of SmallDotBig, joins Rebecca Monet and Tracy Kawa on The Franchise Woman podcast: Where Passion & Purpose Collide. ...more

Succession Stories ,Appearances &Sell or Transition

September 04, 20220 min read

Successful Business Exits – Guts, Grit and Great Business Podcast

Successful Business Exits – Guts, Grit and Great Business Podcast

Laurie Barkman joins Heather Pearce Campbell, The Legal Website Warrior® on the, Guts, Grit & Great Business Podcast, to discuss Successful Business Exits. ...more

Succession Stories ,Appearances &Sell or Transition

September 04, 20222 min read

101: Succession Stories Rewind, a Replay of Selected Guests

101: Succession Stories Rewind, a Replay of Selected Guests

We’re rewinding the first 100 episodes of the Succession Stories Podcast. Host Laurie Barkman shares favorite clips spotlighting key themes of the show– innovation, growth, and transition. ...more

Succession Stories ,Exit Value Sell or Transition Strategic Planning &Innovative Growth

August 21, 202223 min read

How to Build a Business Transition Plan with Laurie Barkman on The Small BizChat Podcast

How to Build a Business Transition Plan with Laurie Barkman on The Small BizChat Podcast

Laurie Barkman joins Melinda Emerson, SmallBizLady, to discuss the idea of business acquisitions from both the seller’s and the buyer’s perspectives. Laurie tells us how you can identify the risks in ... ...more

Succession Stories ,Appearances &Sell or Transition

August 15, 20222 min read

100: Succession Stories Celebrates 100 Episodes with Laurie Barkman and Guest Host Lou Diamond

100: Succession Stories Celebrates 100 Episodes with Laurie Barkman and Guest Host Lou Diamond

Celebrating the 100th episode of Succession Stories! Guest host Lou Diamond interviews Laurie Barkman to reflect on the journey of the show, favorite episodes, and more milestones to come. ...more

Succession Stories ,Exit Value Sell or Transition &Innovative Growth

August 07, 202240 min read

99: Succession of Culture After Tragedy Strikes, Jennifer Ake Marriott

99: Succession of Culture After Tragedy Strikes, Jennifer Ake Marriott

How do you handle unexpected tragedy when an owner passes away? Jennifer Ake Marriott is the second generation President of Ake Environmental, a company founded by her father. She is also the CEO of R... ...more

Succession Stories ,Sell or Transition & Strategic Planning

July 25, 202237 min read

98: Avoiding Business Partnership Pitfalls, Troy Trewin

98: Avoiding Business Partnership Pitfalls, Troy Trewin

What are the top pitfalls to avoid when choosing business partners? Australian business leader, Troy Trewin, joins Laurie Barkman to discuss finding the right fit, setting up a partnership for success... ...more

Succession Stories ,Sell or Transition & Strategic Planning

July 10, 202230 min read

97: Creating a Business That Can Thrive Without You, Meredith Meyer Grelli

97: Creating a Business That Can Thrive Without You, Meredith Meyer Grelli

Meredith Meyer Grelli is the co-founder of the Wigle Whiskey Distillery. In 2010, Meredith and her family decided to open a distillery in the City of Pittsburgh as the first one since Prohibition. Nam... ...more

Succession Stories , Strategic Planning &Innovative Growth

June 26, 202232 min read

96: Addressing the Emotional Side of Succession and Legacy Building, Deena Chochinov

96: Addressing the Emotional Side of Succession and Legacy Building, Deena Chochinov

Succession isn’t something you wish to happen, it’s something you plan for. Deena Chochinov joins Laurie Barkman to share her 30+ years as a family enterprise advisor and discuss her new book, HomeWor... ...more

Succession Stories ,Sell or Transition

June 21, 202225 min read

Grow a Small Business Podcast

Grow a Small Business Podcast

Troy Trewin, Host of Grow a Small Business Podcast interviews Laurie Barkman, CEO and Founder of SmallDotBig, based in Pittsburgh, United States. Laurie set up her ...more

Succession Stories ,Appearances Exit Value &Sell or Transition

June 12, 20221 min read

Increase Your Business Value with Laurie Barkman, Profit Answer Man Podcast

Increase Your Business Value with Laurie Barkman, Profit Answer Man Podcast

80% of business owners want to stop working in their business in the next 5-10 years, but most have not planned for that transition. ...more

Succession Stories ,Appearances &Exit Value

June 12, 20221 min read

The Process of Letting Go, Find Your Exit Podcast

The Process of Letting Go, Find Your Exit Podcast

The exit process is nuanced but sometimes it comes down to simply knowing how to let go. How to move on from what you’ve built your whole career and into the next phase of your life. Laurie Barkman ha... ...more

Succession Stories ,Appearances &Sell or Transition

June 12, 20221 min read

95: When Highest Bidder Is Not Best Fit, Gabriela Isturiz

95: When Highest Bidder Is Not Best Fit, Gabriela Isturiz

Gabriela Isturiz is a tech entrepreneur who bootstrapped two SaaS businesses that were successfully sold to Fortune 500 companies. ...more

Succession Stories ,Exit Value Sell or Transition &Innovative Growth

June 05, 202238 min read

94: Finding Purpose After Selling The Business – Sarah Dusek

94: Finding Purpose After Selling The Business – Sarah Dusek

How do you move past the difficulty that comes with leaving your business? Sarah Dusek is the Co-founder of Under Canvas and General Partner of Enygma Ventures. ...more

Succession Stories ,Exit Value Sell or Transition &Innovative Growth

May 31, 202242 min read

93: Acquisition Entrepreneur Buy-Side Deals, Ron Skelton

93: Acquisition Entrepreneur Buy-Side Deals, Ron Skelton

What do acquisition entrepreneurs look for in buy-side deals? Serial entrepreneur and investor Ron Skelton joins Laurie Barkman on Succession Stories Podcast to discuss his approach to buying existing... ...more

Succession Stories ,Exit Value Sell or Transition &Buying a Business

May 22, 202241 min read

92: The Paradox of Pricing Power: Ask More, Earn More – Per Sjöfors

92: The Paradox of Pricing Power: Ask More, Earn More – Per Sjöfors

How you set your pricing strategy affects your profitability, ability to break even, and your chance at success. Per Sjöfors is the author of The Price Whisperer and CEO of Sjöfors & Partners. Per has... ...more

Succession Stories ,Innovative Growth

May 16, 202224 min read

91: Profit Comes First, Rocky Lalvani The Profit Answer Man

91: Profit Comes First, Rocky Lalvani The Profit Answer Man

Learn the secrets of putting profits first with Rocky Lalvani, The Profit Answer Man. ...more

Succession Stories ,Exit Value & Strategic Planning

May 08, 202228 min read

How2Exit Podcast, Acquisition Entrepreneurship

How2Exit Podcast, Acquisition Entrepreneurship

How2Exit Host Ronald Skelton interviews M&A industry experts and mentors from around the world to talk about acquisitions and mergers of small to medium businesses. ...more

Succession Stories ,Appearances Exit Value Sell or Transition &Buying a Business

May 08, 20221 min read

Buy Side Considerations, Exit Readiness Podcast

Buy Side Considerations, Exit Readiness Podcast

Laurie Barkman discusses when M&A acquisitions may be part of your strategy for growth and building value. Listen in as she talks with hosts Pat Ennis and Corby Megorden about why a business owner wou... ...more

Succession Stories ,Appearances &Buying a Business

May 08, 20220 min read

90: Exit Your Business and Launch Your Future Self, Jerry Cahn Ph. D

90: Exit Your Business and Launch Your Future Self, Jerry Cahn Ph. D

Many business owners and entrepreneurs face the challenge of wondering what they will do after they leave the business. Often our personal identity is intertwined with our business identity. When you ... ...more

Succession Stories ,Sell or Transition

May 01, 202235 min read

89: Make Your Business Independent of You – Scott Snider, Exit Planning Institute

89: Make Your Business Independent of You – Scott Snider, Exit Planning Institute

Why are businesses that operate independently of their owners more valuable? Scott Snider, President of the Exit Planning Institute (EPI), educates professional advisors and business owners around the... ...more

Succession Stories ,Exit Value &Sell or Transition

April 24, 202227 min read

The Value of Knowing Your Business Valuation, Multiply Your Success Podcast

The Value of Knowing Your Business Valuation, Multiply Your Success Podcast

If you were to decide you were ready to exit out of your business today, do you know what it is worth? Have you had a professional evaluation done? If you have not you should look to have one done. In... ...more

Succession Stories ,Appearances Exit Value &Sell or Transition

April 18, 20221 min read

88: How to Turn Failure Into Transformative Success, Nicole Jansen

88: How to Turn Failure Into Transformative Success, Nicole Jansen

Nicole Jansen grew up in an entrepreneurial household and by her mid-twenties had helped build an 8-figure family business that spanned nearly a dozen countries. But at the height of their success, th... ...more

Succession Stories ,Sell or Transition

April 18, 202240 min read

87: Hope is Not a Plan for Exit Success, Marcia Riner

87: Hope is Not a Plan for Exit Success, Marcia Riner

How can business owners turn their biggest asset into one worth selling? Marcia Riner shares the heartbreaking experience of watching both of her parents close their businesses. ...more

Succession Stories ,Exit Value &Sell or Transition

April 10, 202221 min read

86: How to Prepare for Sell Side Diligence – Jeffrey Ford, Grossman Yanak + Ford

86: How to Prepare for Sell Side Diligence – Jeffrey Ford, Grossman Yanak + Ford

This sell-side episode focuses on protecting the value of your investment. Laurie Barkman hosts Jeffrey Ford, a Founding Partner at Grossman Yanak + Ford, a regional certified public accounting and co... ...more

Succession Stories ,Exit Value &Sell or Transition

April 03, 202230 min read

85: Make Your Business Transferable to Increase Value, Nana Bonsu

85: Make Your Business Transferable to Increase Value, Nana Bonsu

This week on Succession Stories, Laurie Barkman hosts fellow Certified Value Builder Advisor, Nana Bonsu for a conversation on business growth and transferability ...more

Succession Stories ,Exit Value

March 27, 202217 min read

84: Pitfalls to Avoid When Selling Your Business – Paul Visokey, Stony Hill Advisors

84: Pitfalls to Avoid When Selling Your Business – Paul Visokey, Stony Hill Advisors

Selling your business is one of the most important transactions of your life. ...more

Succession Stories ,Exit Value &Sell or Transition

March 20, 202232 min read

83: Family Office Investment Trends, Mark Brandt RSM

83: Family Office Investment Trends, Mark Brandt RSM

More than 13,000 Family Offices exist in the US, preserving the legacy and investments of the original family enterprise. Many see direct investment as a way to tap into the entrepreneurial DNA that m... ...more

Succession Stories ,Sell or Transition &Buying a Business

March 13, 202226 min read

Transition Planning with Laurie Barkman, Profit with a Plan Podcast

Transition Planning with Laurie Barkman, Profit with a Plan Podcast

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. ...more

Succession Stories ,Appearances Exit Value &Sell or Transition

March 11, 20221 min read

Business Transition Planning with Laurie Barkman – Leaders of Transformation Podcast

Business Transition Planning with Laurie Barkman – Leaders of Transformation Podcast

Laurie Barkman was a guest on the Leaders of Transformation Podcast hosted by Nicole Jansen. ...more

Succession Stories ,Appearances Exit Value &Sell or Transition

March 10, 20222 min read

82: Selling Your Company – John Warrillow, Author, Built to Sell and Founder, The Value Builder System

82: Selling Your Company – John Warrillow, Author, Built to Sell and Founder, The Value Builder System

Host Laurie Barkman talks with John Warrillow, best selling author of Built to Sell, Built to Sell Radio, and Founder of The Value Builder System, a company that provides business owners with a proven... ...more

Succession Stories ,Exit Value &Sell or Transition

March 06, 202244 min read

81: How to Productize Your Services – Andy Cabasso

81: How to Productize Your Services – Andy Cabasso

How can a services business drive recurring revenue? Andy Cabasso co-founded JurisPage, a marketing services company with a niche audience- specializing in technology and practice management software ... ...more

Succession Stories ,Exit Value &Sell or Transition

February 28, 202236 min read

How To Prepare a Business for Transition – Build Value By Choice

How To Prepare a Business for Transition – Build Value By Choice

Laurie Barkman is a “business transition sherpa. ...more

Succession Stories ,Appearances Exit Value &Sell or Transition

February 22, 20222 min read

80: Changing the Family Business Narrative | Daniel Van Der Vliet, Cornell University – Smith Family Business Initiative

80: Changing the Family Business Narrative | Daniel Van Der Vliet, Cornell University – Smith Family Business Initiative

As the Executive Director of the Smith Family Business Initiative at Cornell University, Daniel Van Der Vliet is dedicated to supporting and strengthening the network of owners, leaders, and alumni th... ...more

Succession Stories ,Sell or Transition Strategic Planning &Innovative Growth

February 20, 202227 min read

79: Don’t Fail to Plan Your Exit | Mark Kravietz, Aline Wealth

79: Don’t Fail to Plan Your Exit | Mark Kravietz, Aline Wealth

Every business owner will leave their company one day. Laurie Barkman talks with Mark Kravietz, award-winning Certified Exit Planning Advisor and Managing Partner of Aline Wealth. ...more

Succession Stories ,Exit Value &Sell or Transition

February 13, 202228 min read

How Financial Advisors Can Grow Their Business By Serving Entrepreneurs in Transition

How Financial Advisors Can Grow Their Business By Serving Entrepreneurs in Transition

Laurie Barkman joined Mike Langford on the Modern Financial Advisor Podcast to explore how financial advisors can grow their business by helping entrepreneurs and business owners with their transition... ...more

Succession Stories ,Appearances &Sell or Transition

February 13, 20221 min read

78: Finding Time Wealth | Craig Clickner and Carrie Bohlig, Tandem Consulting

78: Finding Time Wealth | Craig Clickner and Carrie Bohlig, Tandem Consulting

Finding time wealth means having the ability to choose how you spend your time. On this episode, Laurie Barkman talks with Craig Clickner and Carrie Bohlig. They’re the married co-founders of Tandem C... ...more

Succession Stories ,Innovative Growth

February 06, 202229 min read

There’s More Than One Way to Run a Business

There’s More Than One Way to Run a Business

On this episode of the Tandem Talks Podcast, Carrie Bohlig and Craig Clickner talk to Laurie Barkman, CEO and founder of SmallDotBig LLC, a firm that specializes in helping companies and business owne... ...more

Succession Stories ,Appearances

February 05, 20224 min read

77: Scaling Small Businesses | Danielle Cuomo, CEO Virtual Assist USA

77: Scaling Small Businesses | Danielle Cuomo, CEO Virtual Assist USA

Given today’s talent wars, have you considered virtual assistants? Danielle Cuomo is the Founder and CEO of Virtual Assist USA – the largest VA company in the United States. ...more

Succession Stories ,Exit Value &Innovative Growth

January 30, 202218 min read

76: Growing Through the Pandemic | Stephanie Scheller

76: Growing Through the Pandemic | Stephanie Scheller

Looking to enhance and grow your business in 2022? This week on Succession Stories, Stephanie Scheller joins Laurie Barkman to discuss success in the face of disruption. Stephanie is the founder of Gr... ...more

Succession Stories ,Innovative Growth

January 25, 202230 min read

On “Behind The Podcast”

On “Behind The Podcast”

What’s a Business Transition Sherpa? Laurie Barkman sits down with Stephanie Scheller on the Behind The Podcast to share the backstory on her podcast and her business. If you’re a business owner, she’... ...more

Succession Stories ,Appearances &Sell or Transition

January 25, 202216 min read

75: How Transition Readiness Maximizes Value – Laurie Barkman + Chris Brodman

75: How Transition Readiness Maximizes Value – Laurie Barkman + Chris Brodman

We’re spotlighting business transition readiness. Why maximizing your business today can help you prepare for an exit on your terms tomorrow. ...more

Succession Stories ,Exit Value &Sell or Transition

January 16, 202218 min read

Innovation, Growth and Selling the Family Business – Laurie Barkman on The Connected Generation Podcast

Innovation, Growth and Selling the Family Business – Laurie Barkman on The Connected Generation Podcast

Laurie Barkman joins host Nike Anani on The Connected Generation on Episode 100. ...more

Succession Stories ,Appearances Sell or Transition &Innovative Growth

January 15, 20222 min read

What’s Your Business Exit Strategy? SharkPreneur Podcast

What’s Your Business Exit Strategy? SharkPreneur Podcast

– The Sharkpreneur podcast with Seth Greene Episode 746 Laurie Barkman 80% of business owners want to stop working in their business in the next 5-10 years, but most have not planned for that transit... ...more

Succession Stories ,Appearances Exit Value &Sell or Transition

December 13, 20211 min read

74: Obsession with Succession – Beth Miller

74: Obsession with Succession – Beth Miller

100% of business owners will leave their business someday. Whether a business thrives after an owner leaves depends on your succession plan to ensure a smooth transition. How do you create a successio... ...more

Succession Stories ,Sell or Transition

December 12, 202122 min read

73: Launching a Family Office with Alex Panosian, CW Growth Partners

73: Launching a Family Office with Alex Panosian, CW Growth Partners

In the M&A deal ecosystem different types of buyers have different motivations. Family offices are known to have a long time horizon and offer flexibility during acquisition. ...more

Succession Stories ,Exit Value Sell or Transition &Buying a Business

December 05, 202128 min read

72: Solving the Rainmakers Dilemma with Amy Franko

72: Solving the Rainmakers Dilemma with Amy Franko

If a high percentage of your company’s revenue is undertaken personally by you or your fellow equity holders, you’re a Rainmaker. ...more

Succession Stories ,Exit Value &Innovative Growth

November 29, 202125 min read

71: ESOP Management Buyout as a Succession Plan | Darren Gleeman, MBO Ventures

71: ESOP Management Buyout as a Succession Plan | Darren Gleeman, MBO Ventures

Explore how ESOP management buyouts can be a great succession plan as a way to transfer your family-owned business to your children and employees. Laurie Barkman and Darren Gleeman, an ESOP expert and... ...more

Succession Stories ,Sell or Transition

November 21, 202126 min read

70: Investing in Your People – Alisa Spector Angelo

70: Investing in Your People – Alisa Spector Angelo

How can employers retain people in the face of The Great Resignation job market phenomenon? Alisa Spector Angelo is the Owner and President of Compass Business Solutions, an HR consulting firm that ta... ...more

Succession Stories , Strategic Planning

November 07, 202127 min read

Learn How to Grow to Exit, Laurie Barkman | Wealth Stream Podcast E75

Learn How to Grow to Exit, Laurie Barkman | Wealth Stream Podcast E75

As a business owner, exit planning is something that you only get one shot at. Have you considered growth through acquisitions as an exit plan? ...more

Succession Stories ,Appearances &Buying a Business

November 07, 20211 min read

69: Enterprise Value Scorecard – Steve Peplin, Talan Products

69: Enterprise Value Scorecard – Steve Peplin, Talan Products

All entrepreneurs will leave their company someday. What’s your path to increasing your company’s value? Steve Peplin, CEO of Talan Products, a $50 million manufacturing company, has achieved impressi... ...more

Succession Stories ,Exit Value &Sell or Transition

October 31, 202132 min read

68: Value Creation Revenue and Subscription Businesses | David Wible, Work.Software

68: Value Creation Revenue and Subscription Businesses | David Wible, Work.Software

Have you thought about who potential buyers of your company might be in the future? This week on Succession Stories, Laurie Barkman is joined by David Wible, CEO of Work. ...more

Succession Stories ,Exit Value &Sell or Transition

October 24, 202138 min read

67: Making Your Business Sellable for Succession – Miche Jean

67: Making Your Business Sellable for Succession – Miche Jean

It’s never too early to have conversations on exiting your business. Whether you’re looking to retire or pass the mantle to the next generation, it’s important to understand the merger and acquisition... ...more

Succession Stories ,Sell or Transition

October 18, 202119 min read

66: Preparing Your Business For Sale

66: Preparing Your Business For Sale

How can business owners focus on enterprise value rather than short-term profits? Listen in as Laurie Barkman talks with Kevin Trout about preparing your business for sale. Kevin built Grandview Medic... ...more

Succession Stories ,Exit Value &Sell or Transition

October 12, 202133 min read

65: Moving Succession and Innovation Forward | Tricia Staible, Robinson Fans

65: Moving Succession and Innovation Forward | Tricia Staible, Robinson Fans

Tricia Staible raised her hand to join the family business, Robinson Fans, and eventually became its sixth generation President. Tricia joined Laurie Barkman to discuss the importance of diversificati... ...more

Succession Stories ,Innovative Growth

October 03, 202123 min read

Business Transition and Exit Planning | Laurie Barkman Appearance on Three Rivers Leadership Radio Show

Business Transition and Exit Planning | Laurie Barkman Appearance on Three Rivers Leadership Radio Show

Laurie Barkman shares her “origin story” and path to the C-Suite, leadership lessons, and why she’s passionate about advising business owners on successful transitions. She joined Kevin Trout of Vista... ...more

Succession Stories ,Blog Appearances &Sell or Transition

October 01, 202121 min read

64: NextGen Growth By Acquisition – Ben Grossman

64: NextGen Growth By Acquisition – Ben Grossman

How acquisitions fuel growth at a multi-generational company. Ben Grossman is the Co-President of the Grossman Marketing Group, a fourth generation business he co-leads with his brother. With sustaina... ...more

Succession Stories ,Buying a Business

September 20, 202131 min read

63: Human Side of M&A Deals | Jennifer Fondrevay

63: Human Side of M&A Deals | Jennifer Fondrevay

Did you know that 80% of mergers and acquisitions fail? An often overlooked yet critical aspect of M&A deals and transitions is the people factor. Jennifer Fondrevay, Founder of Day1 Ready, advises se... ...more

Succession Stories ,Sell or Transition &Buying a Business

September 13, 202126 min read

62: Owner-Centric Exit Planning | John Brown, BEI

62: Owner-Centric Exit Planning | John Brown, BEI

Listen in as Laurie Barkman talks with John Brown about taking an owner-centric approach to exit planning to achieve your financial goals and be rewarded with the lifestyle you desire. ...more

Succession Stories ,Exit Value &Sell or Transition

September 06, 202124 min read

61: Strategic Planning to Reignite Growth | James F. Richardson PhD

61: Strategic Planning to Reignite Growth | James F. Richardson PhD

Reignite growth in your company by doing this one thing: Be curious. Rethink your assumptions about why people buy from you– and why they don’t. On this episode, Laurie Barkman talks with Dr. James Ri... ...more

Succession Stories , Strategic Planning &Innovative Growth

August 31, 202139 min read

Succeed in Your Succession – Laurie Barkman | Pittsburgh Business Insights Podcast

Succeed in Your Succession – Laurie Barkman | Pittsburgh Business Insights Podcast

How do I pinpoint a number that represents the value of my business? Is it too early to begin planning for a transition? Do I have the capital to begin planning? Can I maintain an active role in my co... ...more

Succession Stories ,Appearances Exit Value &Sell or Transition

August 24, 202142 min read

60: Founder Succession to the Next Generation – Nike Anani

60: Founder Succession to the Next Generation – Nike Anani

Helping owners achieve business success and lead their family organizations to long-term impact and legacy is a core focus. In Africa, private businesses have just a 2% succession rate to the second g... ...more

Succession Stories ,Sell or Transition

August 24, 202126 min read

59: Exit Planning vs Succession Planning – Mike Silverman, Dentons Cohen & Grigsby

59: Exit Planning vs Succession Planning – Mike Silverman, Dentons Cohen & Grigsby

How does exit planning differ from succession planning for business owners? Laurie Barkman and Mike Silverman, Shareholder of Dentons Cohen & Grigsby, discuss the strategic benefits of business transi... ...more

Succession Stories ,Exit Value &Sell or Transition

August 15, 202124 min read

58: Handling Unexpected Succession – Kurt J. Lesker Company

58: Handling Unexpected Succession – Kurt J. Lesker Company

Business succession isn’t easy, especially when it’s unexpected. Listen in as three 3rd generation siblings share their personal and professional challenges of dealing with the death of their father, ... ...more

Succession Stories ,Sell or Transition

August 10, 202155 min read

57: Make Your Business More Attractive to Potential Buyers – Nelson Anderson

57: Make Your Business More Attractive to Potential Buyers – Nelson Anderson

How can strategic acquisitions fit within organizations as tuck-ins? Sixteen years ago, Nelson Anderson bought a small printing franchise from his father-in-law. ...more

Succession Stories ,Exit Value Sell or Transition &Buying a Business

August 03, 202127 min read

56: Get Unstuck, Trust Your Intuition – Jon Dwoskin

56: Get Unstuck, Trust Your Intuition – Jon Dwoskin

Laurie Barkman talks with Jon Dwoskin, business coach and author of the Think Big Movement, about his experience selling his first company, and the cancer diagnosis that changed not only his career, b... ...more

Succession Stories ,Sell or Transition

July 31, 202132 min read

E55: Mergers and Acquisitions Deal Dynamics For Business Owners – Dave Eichenlaub

E55: Mergers and Acquisitions Deal Dynamics For Business Owners – Dave Eichenlaub

For many business owners, selling your company is typically a once in a lifetime transaction. But it’s hard to know how it all works until you’re in it. ...more

Succession Stories ,Exit Value &Sell or Transition

July 20, 202126 min read

E54 Scaling and Selling a Services Business – Kevin Urrutia, CEO Voy Media

E54 Scaling and Selling a Services Business – Kevin Urrutia, CEO Voy Media

Laurie Barkman is joined by Kevin Urrutia, CEO of Voy Media, and co-founder of Maid Sailors, a NYC cleaning services company that he sold last year ...more

Succession Stories ,Exit Value Sell or Transition &Innovative Growth

July 13, 202140 min read

E53: How to Make Winning Deals – Corey Kupfer

E53: How to Make Winning Deals – Corey Kupfer

Find out the measures you need to take to make a winning deal. Corey Kupfer is an expert strategist, deal-maker, attorney and consultant. ...more

Succession Stories ,Exit Value Sell or Transition & Strategic Planning

July 01, 202137 min read

E52: Monetizing Your Business Through M&A | Paul Visokey, Stony Hill Advisors

E52: Monetizing Your Business Through M&A | Paul Visokey, Stony Hill Advisors

Laurie Barkman announces a new partnership with Stony Hill as a mergers and acquisitions advisor. ...more

Succession Stories ,Exit Value Sell or Transition &Buying a Business

June 28, 202112 min read

Appearance on Why We Plan Podcast | “Know Your Target Audience”

Appearance on Why We Plan Podcast | “Know Your Target Audience”

Sometimes traditional marketing tactics simply don’t work. But once you understand your target audience and what they are most interested in, it becomes significantly easier to create engaging content... ...more

Succession Stories ,Appearances &Sell or Transition

June 24, 202128 min read

51: Unpacking Fear | World’s Toughest Race – Hal Riley, Team Unbroken

51: Unpacking Fear | World’s Toughest Race – Hal Riley, Team Unbroken

Listen in to this special “What’s Next” Succession Stories Podcast episode as Laurie Barkman talks with Hal Riley, team captain for the World’s Toughest Race Eco Challenge in Fiji 2020. ...more

Succession Stories ,Innovative Growth

June 22, 202160 min read

50: Next Gen Corporate Innovation, Karen Norheim, American Crane

50: Next Gen Corporate Innovation, Karen Norheim, American Crane

Karen Norheim is the President of American Crane and Equipment Corp, a specialized manufacturing company, founded by her father. Karen shared her story as the next generation and how she’s taking the ... ...more

Succession Stories , Strategic Planning &Innovative Growth

June 07, 202137 min read

49: The AI Intersection of Technology and Psychology, Dr. JT Kostman

49: The AI Intersection of Technology and Psychology, Dr. JT Kostman

Laurie Barkman talks with Dr. JT Kostman, CEO of ProtectedBy.AI and global expert in Artificial Intelligence and Psychology. JT’s unique story began as a homeless nine year old in New York City. Durin... ...more

Succession Stories ,Innovative Growth

June 01, 202136 min read

48: Planning to Sell Your Company – Dann Scheiferstein

48: Planning to Sell Your Company – Dann Scheiferstein

You might be surprised by the statistic that 50% of business owners are unhappy after the sale of their company. ...more

Succession Stories ,Exit Value &Sell or Transition

May 25, 202129 min read

47: What’s Next Series | Tana Greene – Finding Your Voice

47: What’s Next Series | Tana Greene – Finding Your Voice

I meet a lot of people who inspire me by their accomplishments in business. Others who inspire me by how they’ve changed their life and the lives of others. Tana Greene is all of above and more. ...more

Succession Stories ,Sell or Transition &Innovative Growth

May 20, 20212 min read

46: How To Avoid the Owner’s Trap – Lloyd Wolf

46: How To Avoid the Owner’s Trap – Lloyd Wolf

Lloyd Wolf started his consulting business in 1989. Over 30 years he grew Wolf Consulting from a one-man show to a leading regional provider of computer support and cloud services. ...more

Succession Stories ,Exit Value &Sell or Transition

May 18, 20211 min read

E45: AI Innovations | Neil Sahota

E45: AI Innovations | Neil Sahota

Neil Sahota helped create the artificial intelligence ecosystem that famously won Jeopardy called Watson. ...more

Succession Stories ,Exit Value Sell or Transition &Innovative Growth

May 11, 202128 min read

Succession Stories E44: Identity Shifts | William and Christopher Yanakos – Reli

Succession Stories E44: Identity Shifts | William and Christopher Yanakos – Reli

Laurie Barkman interviews William and Christopher Yanakos of Reli. Father and son share pivots in the company’s 40-year history that transformed the business. At the heart of Reli’s success is a stron... ...more

Succession Stories ,Sell or Transition &Innovative Growth

May 04, 202130 min read

Succession Stories E43: Debunking ESOP Myths | Kristy Britsch

Succession Stories E43: Debunking ESOP Myths | Kristy Britsch

When it comes to transitioning your closely held company, it’s great to have options. You’ve probably heard about strategic acquisitions – like Facebook buying Instagram – or financial buyers like pri... ...more

Succession Stories ,Sell or Transition

April 27, 202136 min read

E04: Entrepreneurship By Acquisition – Chris Cynkar, Carnegie Mellon University

E04: Entrepreneurship By Acquisition – Chris Cynkar, Carnegie Mellon University

This episode of Succession Stories provides insights for people considering a different path, transitioning from employee to business owner. Laurie Barkman spoke with Chris Cynkar, Adjunct Prof. of En... ...more

Succession Stories ,Sell or Transition &Buying a Business

April 23, 202133 min read

E42: Be Your Own Culture Catalyst – Julie Ann Sullivan | Succession Stories with Laurie Barkman

E42: Be Your Own Culture Catalyst – Julie Ann Sullivan | Succession Stories with Laurie Barkman

Laurie Barkman is joined by Julie Ann Sullivan, an international best-selling author, speaker, and business culture expert. ...more

Succession Stories ,Exit Value &Sell or Transition

April 20, 202129 min read

E41: Get Your Family Out of Your Head – Bonnie Artman Fox

E41: Get Your Family Out of Your Head – Bonnie Artman Fox

Did you know that unresolved conflict costs organizations about $359 billion in paid hours every year? ...more

Succession Stories ,Exit Value &Sell or Transition

April 13, 202126 min read

E40: Sustainable Innovation | Kent Johnson – CEO, Highlights

E40: Sustainable Innovation | Kent Johnson – CEO, Highlights

On this episode of Succession Stories, Laurie Barkman is joined by Kent Johnson, the fourth-generation CEO of Highlights, best known for its children’s magazine. Listen in as they explore how Highligh... ...more

Succession Stories ,Sell or Transition Strategic Planning &Innovative Growth

April 06, 202148 min read

E39: Creating a Customer Culture – Dr. Kelly Henry

E39: Creating a Customer Culture – Dr. Kelly Henry

In this episode of Succession Stories, Laurie Barkman is joined by Dr. Kelly Henry, a successful chiropractor and entrepreneur. ...more

Succession Stories ,Exit Value &Sell or Transition

March 30, 202143 min read

E38: Building Your Competitive Moat with Phillip Swan

E38: Building Your Competitive Moat with Phillip Swan

Want to differentiate your business? Build a competitive moat by mapping out your customers’ journey to discover what matters most to them. ...more

Succession Stories ,Exit Value Sell or Transition &Innovative Growth

March 16, 202136 min read

E37: What’s Next | Maximizing Your Life – Ann Bernard

E37: What’s Next | Maximizing Your Life – Ann Bernard

Laurie Barkman is joined by Ann Bernard, author and creator of the 365 Firsts challenge. Ann shares her journey and how she navigated several transitions in her personal and professional life. Her sto... ...more

Succession Stories ,Sell or Transition

March 09, 202128 min read

E36: Avoiding Succession Planning Mistakes – Beth Armknect Miller

E36: Avoiding Succession Planning Mistakes – Beth Armknect Miller

On this episode of Succession Stories, Laurie Barkman is joined by Beth Armknecht Miller, CEO of Executive Velocity, to unpack the issues surrounding succession planning. ...more

Succession Stories ,Exit Value Sell or Transition & Strategic Planning

March 02, 202126 min read

Selling Your Business for Big Profit – Laurie Barkman on Everyday MBA Podcast

Selling Your Business for Big Profit – Laurie Barkman on Everyday MBA Podcast

Laurie Barkman discusses perspectives and strategies needed to grow and sell your business for big profit. Laurie is an adjunct professor of entrepreneurship at Carnegie Mellon University and the CEO ... ...more

Succession Stories ,Appearances &Sell or Transition

March 01, 20210 min read

E35: Defining Wealth – Robb McKinney, Bridgeview Wealth

E35: Defining Wealth – Robb McKinney, Bridgeview Wealth

Laurie Barkman is joined by Robb McKinney, Founder of Bridgeview Wealth, to discuss how wealth isn’t just about money. Entrepreneurs and family businesses can pass on their values along with their mon... ...more

Succession Stories ,Exit Value &Sell or Transition

February 23, 202127 min read

E34: Cheers to 10th Generation Innovation – Lisa Laird Dunn, Gerard Dunn, Laird & Co.

E34: Cheers to 10th Generation Innovation – Lisa Laird Dunn, Gerard Dunn, Laird & Co.

Laird & Company, is the oldest commercial distillery and the 26th-oldest family business in the United States. With an official founding date of 1780, the company history of apple brandy production st... ...more

Succession Stories ,Sell or Transition &Innovative Growth

February 16, 202136 min read

E33: The Zen of Business Acquisitions – Tom Hine, CEO Capital Wealth Management

E33: The Zen of Business Acquisitions – Tom Hine, CEO Capital Wealth Management

Laurie Barkman talks about navigating business acquisitions and succession planning with Tom Hine, CEO of Capital Wealth Management, and author of, The Zen of Business Acquisitions. Tom has acquired s... ...more

Succession Stories ,Sell or Transition

February 09, 202141 min read

E32: Building Your Employer Brand and Cultivating Culture – Tiffany Castagno, CEO CEPHR

E32: Building Your Employer Brand and Cultivating Culture – Tiffany Castagno, CEO CEPHR

Laurie Barkman talks about building your employer brand and cultivating culture with Tiffany Castagno, CEO of CEPHR, a human resources consulting firm. Having a strong culture is foundational to succe... ...more

Succession Stories ,Exit Value &Sell or Transition

February 02, 202126 min read

E30: What’s Next Series | David Gamble – Redefining Success After the NFL

E30: What’s Next Series | David Gamble – Redefining Success After the NFL

On this episode of the What’s Next Series, host Laurie Barkman talks with David Gamble, Founder of DG Coaching & Consulting, about what comes next after you achieve your dream. After an NFL Super Bowl... ...more

Succession Stories ,Sell or Transition

January 12, 202140 min read

E29: CEO Succession and Letting Go – Bruce Walton, Battalia Winston

E29: CEO Succession and Letting Go – Bruce Walton, Battalia Winston

I invited listeners to submit questions and a few were about CEO succession. To explore this topic, I invited Bruce Walton, a Partner at Battalia Winston, one of the world’s largest woman-owned execut... ...more

Succession Stories ,Sell or Transition

January 05, 202131 min read

E28: Creating a Global Franchise – Laura Coe, Snapology

E28: Creating a Global Franchise – Laura Coe, Snapology

Ten years ago, Laura Coe and her sister launched their company, Snapology. She was inspired to create a social and educational outlet for kids to fuel her sons’ curiosity for learning outside the clas... ...more

Succession Stories ,Exit Value &Innovative Growth

December 22, 202032 min read

E27: What’s Next Series | Jeffrey K. Walker – From Vetrepreneur to Authorpreneur

E27: What’s Next Series | Jeffrey K. Walker – From Vetrepreneur to Authorpreneur

The Succession Stories “What’s Next Series” features conversations with entrepreneurs about changes in their life and their business. Laurie Barkman speaks with Jeffrey K. Walker, Air Force Veteran an... ...more

Succession Stories ,Sell or Transition

December 16, 202033 min read

How to Leave a Rating and Review on Apple Podcasts

How to Leave a Rating and Review on Apple Podcasts

If you enjoy listening to the conversations, and want to support the Succession Stories Podcast, why not head over to Apple Podcasts and leave us a rating or even a review? ...more

Succession Stories

December 15, 20200 min read

E26: M&A Deals and Transition Planning – Christopher Brodman, Metz Lewis

E26: M&A Deals and Transition Planning – Christopher Brodman, Metz Lewis

Laurie Barkman talks deal making and transition planning with Chris Brodman, President of Metz Lewis, a law firm specializing in M&A and business transactions. The COVID-19 pandemic has impacted priva... ...more

Succession Stories ,Exit Value Sell or Transition Strategic Planning &Buying a Business

December 08, 202040 min read

E25: Launching a Startup in a 90-Year Old Company – Janet Wischnia

E25: Launching a Startup in a 90-Year Old Company – Janet Wischnia

Janet Wischnia is an Owner and former CEO of her family’s 90-year old company, Thomaston Mills. In 2019, they launched an e-commerce startup called American Blossom Linens. The new venture brought the... ...more

Succession Stories ,Exit Value Strategic Planning &Innovative Growth

November 24, 202032 min read

The Prospecting Show

The Prospecting Show

This episode covers the ups and downs associated with leaving corporate America and transitioning into the small business world. Laurie shares her experience working in eCommerce and moving her skills... ...more

Succession Stories ,Appearances

November 21, 20200 min read

E24: Introducing the What’s Next Series | Cheryl Fields – Lifestyle Wealth Group

E24: Introducing the What’s Next Series | Cheryl Fields – Lifestyle Wealth Group

Introducing the “What’s Next Series,” a new monthly segment of the Succession Stories Podcast spotlighting transitions. Succession – in business and in life – is about transitions and how you embrace ... ...more

Succession Stories ,Sell or Transition

November 19, 202025 min read

E23: The Power of Connecting with Lou Diamond

E23: The Power of Connecting with Lou Diamond

This episode focuses on the power of connecting to create business value. Lou Diamond, CEO of Thrive Loud, is a performance mentor for sales, marketing, and leadership teams. This has been a tough yea... ...more

Succession Stories ,Sell or Transition &Innovative Growth

November 17, 202044 min read

E22: Clearing Blurred Lines of Business Transition with Chris Chaney

E22: Clearing Blurred Lines of Business Transition with Chris Chaney

Laurie Barkman and Chris Chaney talk transition planning for business owners. ...more

Succession Stories ,Exit Value &Sell or Transition

November 08, 202037 min read

Why They Listen Podcast

Why They Listen Podcast

If you share messages on an ongoing basis, then you probably care about WHY people listen. ...more

Succession Stories ,Appearances

November 05, 20201 min read

Create and Transfer Business Value with Laurie Barkman

Create and Transfer Business Value with Laurie Barkman

This week, Laurie Barkman shares all about the art of creating and transferring business value on The DealQuest Podcast with Corey Kupfer. ...more

Succession Stories ,Appearances &Sell or Transition

November 05, 20200 min read

E21: Embracing a New Landscape | Elizabeth McCormick, UniGlobe Travel Designers

E21: Embracing a New Landscape | Elizabeth McCormick, UniGlobe Travel Designers

Laurie Barkman speaks with Elizabeth Blount McCormick, 2nd generation CEO of UniGlobe Travel Designers. Elizabeth discussed the challenges of COVID-19 on her firm, and how focusing on client service, ... ...more

Succession Stories ,Sell or Transition &Innovative Growth

October 27, 202040 min read

E20: Shaping a Successful Next Act After the Sale – Evan J. Segal

E20: Shaping a Successful Next Act After the Sale – Evan J. Segal

On this episode, Laurie Barkman speaks with Evan J. Segal, General Partner of 412 Venture Fund. Evan shares how he grew his third generation manufacturing company and sold it to a strategic buyer. He ... ...more

Succession Stories ,Exit Value Sell or Transition &Innovative Growth

October 13, 202037 min read

E19: Rediscovering Your Entrepreneurial Vision – Sean Ammirati

E19: Rediscovering Your Entrepreneurial Vision – Sean Ammirati

Shift your focus from maintaining your business to reimagining. Laurie Barkman is joined by Sean Ammirati, Co-Founder and Director of the Corporate Startup Lab and Partner at Birchmere Ventures. Liste... ...more

Succession Stories ,Exit Value Strategic Planning &Innovative Growth

September 29, 202032 min read

E18: Ann Dugan – Enterprising Generations

E18: Ann Dugan – Enterprising Generations

On this opening episode of Season 2, Laurie Barkman speaks with Ann Dugan, former Executive Director and Founder of the Institute for Entrepreneurial Excellence. Her expertise in succession, Board gov... ...more

Succession Stories ,Exit Value &Sell or Transition

September 15, 202038 min read

E17: Strategic Planning for Succession, Bradley Franc | Season 1 Finale

E17: Strategic Planning for Succession, Bradley Franc | Season 1 Finale

On the Season 1 Finale, Bradley Franc, author of The Succession Solution, joins Laurie Barkman to discuss how business owners can bring the future into the present by including transition planning as ... ...more

Succession Stories ,Sell or Transition & Strategic Planning

August 04, 202024 min read

E16: Controlling Your Destiny – Mary Richter, Schneider Downs

E16: Controlling Your Destiny – Mary Richter, Schneider Downs

Mary Richter is a Shareholder at Schneider Downs, one of the 60 largest accounting and business advisory firms in the United States. Mary was a catalyst for formalizing a practice group for exit plann... ...more

Succession Stories ,Exit Value &Sell or Transition

July 28, 202032 min read

E15: Ups and Downs After the Sale – Doug Austin, James Austin Company

E15: Ups and Downs After the Sale – Doug Austin, James Austin Company

James Austin Company was a fourth generation family business without a succession plan. After 130 years, the company sold to a competitor in 2018. I spoke with one of the family members, Doug Austin, ... ...more

Succession Stories ,Sell or Transition

July 21, 202037 min read

E14: 2nd Gen CEO Success From Turnaround to Strategic Sale – Dawn Fuchs Coleman

E14: 2nd Gen CEO Success From Turnaround to Strategic Sale – Dawn Fuchs Coleman

Dawn Fuchs Coleman is the former CEO of Weavertown Environmental Group, a 2nd generation company. Dawn shared her decision to join the family business, getting the keys to the company when she didn’t ... ...more

Succession Stories ,Exit Value &Sell or Transition

July 14, 202044 min read

E13: Search Fund Acquisitions – Jamie Van Buren, Generational Transfer Entrepreneurs

E13: Search Fund Acquisitions – Jamie Van Buren, Generational Transfer Entrepreneurs

It’s a topic on the mind of many business owners, what to do when family members are not interested or not able to run the company going forward. Listen in as Laurie Barkman speaks with Jamie Van Bure... ...more

Succession Stories ,Sell or Transition &Buying a Business

July 07, 202038 min read

E12: Leading From Disaster to Transformation – Will Knecht, Wendell August

E12: Leading From Disaster to Transformation – Will Knecht, Wendell August

Will Knecht is the Chairman of Wendell August, America’s oldest and largest forge, producing hand-wrought metal giftware since 1923. In March 2010, two days after receiving its largest order ever, a f... ...more

Succession Stories , Strategic Planning &Innovative Growth

June 30, 202044 min read

E11: Investing in Family Businesses and Emerging Entrepreneurs – Bobby Zappala & Andy Ellis

E11: Investing in Family Businesses and Emerging Entrepreneurs – Bobby Zappala & Andy Ellis

Laurie Barkman speaks with Bobby Zappala and Andy Ellis, Managing Partners of Localize Capital. This episode highlights an innovative financing approach for family owned businesses that supports long-... ...more

Succession Stories ,Sell or Transition &Innovative Growth

June 23, 202040 min read

Podcast appearance: Growth & Innovation Through Transitions – Agile Giants

Podcast appearance: Growth & Innovation Through Transitions – Agile Giants

Laurie Barkman was featured on the Agile Giants podcast hosted by Sean Ammirati. In this appearance, Laurie talks about launching her consulting firm (SmallDotBig), a podcast, and returning to the Tep... ...more

Succession Stories ,Appearances &Innovative Growth

June 22, 20200 min read

E10: Entrepreneurial Resilience – Len Caric, CEO Uncle Charley’s Sausage

E10: Entrepreneurial Resilience – Len Caric, CEO Uncle Charley’s Sausage

Len Caric acquired Uncle Charlie’s Sausage in 2014 after the company faced a tragic business succession. Just six weeks after acquiring the company as the new CEO, he faced a significant industry chal... ...more

Succession Stories ,Exit Value Sell or Transition &Buying a Business

June 16, 202047 min read

E09: Avoiding Transition Pitfalls – Jason Seltzer, EHD

E09: Avoiding Transition Pitfalls – Jason Seltzer, EHD

How prepared is your business to operate without you? Laurie Barkman was joined by Jason Seltzer, entrepreneur and risk mitigation expert with EHD Insurance. Jason shared challenges business owners ca... ...more

Succession Stories ,Exit Value &Sell or Transition

June 09, 202037 min read

E08: Addressing the Transition Dilemma – Joe Bute, Hollymead Capital

E08: Addressing the Transition Dilemma – Joe Bute, Hollymead Capital

When there is no successor within the family, how do owners move to the next level of finding someone to buy and operate the business? ...more

Succession Stories ,Exit Value &Sell or Transition

June 02, 202048 min read

E07: Financial Succession Planning- Brian Baum, Business Transition Group

E07: Financial Succession Planning- Brian Baum, Business Transition Group

On this episode, listen in as Laurie Barkman speaks with Brian Baum, President of The Business Transition Group and chair of the Pittsburgh Exit Planning chapter. Brian works with multi-generational b... ...more

Succession Stories ,Financial Planning

May 26, 202039 min read

E06: Succession and Innovation as 6th Gen Entrepreneur with Michael Schoedinger and Jill Hofmans

E06: Succession and Innovation as 6th Gen Entrepreneur with Michael Schoedinger and Jill Hofmans

On this episode, Laurie Barkman was joined by Michael Schoedinger, President of Schoedinger Funeral and Cremation Service, a 6th generation company; and Jill Hofmans, Executive Director of the Conway ... ...more

Succession Stories ,Sell or Transition &Innovative Growth

May 19, 202036 min read

Podcast appearance: Thrive Loud with Lou Diamond

Podcast appearance: Thrive Loud with Lou Diamond

It was a blast being a guest on Lou’s podcast ThriveLoud with Lou Diamond. ...more

Succession Stories ,Appearances

May 14, 20200 min read

E05: Ageless Startup, Author Rick Terrien

E05: Ageless Startup, Author Rick Terrien

On this episode of Succession Stories, I explored next generation entrepreneurship from a different angle with Rick Terrien, author of Ageless Startup. After selling his last company, Rick pondered th... ...more

Succession Stories ,Sell or Transition &Innovative Growth

May 12, 202026 min read

Episode 03: Navigating Family Succession – Shelley Taylor, ABARTA Family Council Chair

Episode 03: Navigating Family Succession – Shelley Taylor, ABARTA Family Council Chair

This episode features Shelley Taylor, a family business advisor and expert on navigating family succession. Shelley has worked with multi-generational companies for more than 20 years, and she is the ... ...more

Succession Stories ,Exit Value Sell or Transition & Strategic Planning

April 22, 202027 min read

Episode 02: Jim Rooney – Dan Rooney, Pittsburgh Steelers and Leadership Legacy

Episode 02: Jim Rooney – Dan Rooney, Pittsburgh Steelers and Leadership Legacy

On this episode of Succession Stories, I spoke with Jim Rooney, entrepreneur and author of, A Different Way to Win: Dan Rooney’s Story from the Super Bowl to the Rooney Rule. ...more

Succession Stories ,Sell or Transition

April 20, 202035 min read

Episode 01: Bringing an Entrepreneurial Culture to 120 Year Old Company, Tony Uphoff CEO Thomas

Episode 01: Bringing an Entrepreneurial Culture to 120 Year Old Company, Tony Uphoff CEO Thomas

For the first episode of Succession Stories, I was excited to speak with Tony Uphoff, CEO of Thomas. In fact, a talk that Tony gave last year at Carnegie Mellon helped fuel my general concept for the ... ...more

Succession Stories ,Sell or Transition &Innovative Growth

April 15, 20208 min read

Growing the Value of Your Company: EP Podcast with Laurie Barkman

Growing the Value of Your Company: EP Podcast with Laurie Barkman

Most business owners want to increase their company’s value. Whether it’s to make more money, gain more resources to expand their business, or plan an effective “next step” in their careers, it’s impo... ...more

Succession Stories ,Appearances &Innovative Growth

February 01, 20201 min read

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