Succession Stories

Jul 20 2024
Succession Stories Podcast artwork

Succession Stories is an award-winning podcast guiding entrepreneurs from transition to transaction hosted by Laurie Barkman, The Business Transition Sherpa®. Succession Stories explores the entrepreneurial stages of a business from growth to maturity focusing on value creation, exit planning, succession, and M&A for owner-led companies. If you are an entrepreneur looking for inspiration to create a more valuable business, or an owner who wants to figure out the best way to transition or sell their closely held company, this podcast is for you. Hosted by Laurie Barkman, Amazon best-selling author of "The Business Transition Handbook: How to Avoid Transition Pitfalls and Create Valuable Exit Options." Learn more about Laurie's strategic business transition planning and M&A advisory services by visiting: https://thebusinesstransitionsherpa.com

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168: Introducing The Endgame Entrepreneurship Masterclass! Laurie Barkman

Jul 20 2024 14 mins  
Join host Laurie Barkman, The Business Transition SherpaⓇ, as she celebrates four years of inspiring conversations and life-changing insights on the Succession Stories podcast. With over 4.5 million companies and $14 trillion of business wealth at stake in the next decade, Laurie's mission to guide entrepreneurs through their succession journeys has never been more crucial. Lau

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

Jul 14 2024 28 mins  
Did you know that 87% of the businesses in the United States are family owned? That’s 32.4 million family businesses and they contribute $7.7 trillion to the GDP. Pat Soldano, a strong advocate for family businesses, joins Succession Stories host Laurie Barkman, The Business Transition Sherpa. Pat is the President of Family Enterprise USA (FE-USA) whose mission is to promote th

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

Jul 08 2024 40 mins  
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Ⓡ. Discover the pivotal moment when Markus transitioned from operator to visionary owner, crafting a culture of empowerment and resilience. Learn how he scaled his business, fostered a vibr

165: How to Overcome Personal Fears in Business Transition, Heather Penny, PhD

Jun 29 2024 28 mins  
75% of owners express regrets one year after selling. We’re a mission to break the cycle. What do we fear in times of transition? How do we develop a vision for ourselves beyond today? When it comes to business transition, the identity we have – business owner, CEO, leader, family member, all play a part. Heather Penny works with business leaders on ways to embrace change and a

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

Jun 23 2024 26 mins  
Be sure to subscribe to the show and sign up for our newsletter at https://thebusinesstransitionsherpa.com 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 investors and business people all over the world grow financially and per

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

Jun 16 2024 38 mins  
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, an online automotive performance community which grew into the largest of its kind with more than 300,000 registered members and 150 advertising accounts. After only 5 years, the co

162: Revolutionize Your Business Post-Bankruptcy, Greg McDonough

Jun 09 2024 26 mins  
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. Listen in as they discuss navigating a business turnaround through bankruptcy.Bankruptcy can be viewed as a tool for recovery rather than a sign of failure. Greg discusses his experience isolating the roo

161: Mastering The Art of Successful Transactions, Susan Keller

Jun 02 2024 22 mins  
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 strategies and transactions. Laurie talks with Susan as a fellow M&A Advisor about why it's valuable for entrepreneurs to get an early start with transition planning. A great place to

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

May 29 2024 21 mins  
Host Laurie Barkman, The Business Transition Sherpa, talks with Jon Eesley, founder of Windsor Advisory Group. With over 27 years of experience working with privately held businesses, Jon has helped countless business owners navigate the complexities of succession planning. His approach focuses on understanding clients' personal goals and values to develop financial strategies that

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

May 15 2024 28 mins  
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 consultant with over two decades of experience building and selling companies. They discuss the importance of preparing for business exits and scaling entrepreneurial ventures. For business