Capture Value. Transition With Success.

SmallDotBig is a strategic advisory firm for owners of small to mid-size companies to maximize enterprise value, create succession plans, and identify M&A strategies.

SmallDotBig
SmallDotBig

Entrepreneurs don’t start and build their companies on their own.

And neither should they plan their business transition or exit strategy without trusted experts in their corner.

That’s where SmallDotBig comes in. We’ll help you create value, plan your transition, and get rewarded for all of your hard work.

What we do and how we do it.

Strategic Planning SmallDotBig

Strategic Planning

Our “do it with you” approach uniquely aligns you and your team to accomplish your vision and goals with productive strategy sessions.

Innovative Growth & Value Creation

Innovative Growth & Value Creation

Fully understand your market with smart research, and frontier technologies like AI to unlock more value for your business.

Exit Value & Transition Planning

Exit Value & Transition Planning

We’ll help you plan and prepare to sell your business by understanding what it’s worth today, and how to increase its value before you sell. We’ll also think not just about your Now, but your Next.

Sell Your Business

Sell Your Business

Working as your M&A advisor, we will take you step by step from marketing your business to closing a profitable deal.

Buy a Business

Buy a Business

Finding the right business to acquire can be fraught with pitfalls. We’ll help you find opportunities and manage the entire purchase process.

It’s not enough to be passionate about entrepreneurship. It also has to be about bringing a breadth of experience to business owners who deserve a trusted advisor to guide their next steps. Meet Laurie Barkman, Founder and CEO of SmallDotBig.

It’s not enough to be passionate about entrepreneurship. It also has to be about bringing a breadth of experience to business owners who deserve a trusted advisor to guide their next steps. Meet Laurie Barkman, Founder and CEO of SmallDotBig.

“What’s standing in the way of your exit?”

#1 Answer:

“Need to improve the business”

BEI Business Owner Survey 2019

%

of business owners are going to leave their company at some point

%

have a written plan to transition ownership

%

average enterprise value increase for companies implementing value creation and risk reduction strategies

Let’s work together.

Let’s
work

together.

We engage with privately-owned and family-led businesses in the lower middle market with revenues between $1M and $50M.

Succession Stories Podcast

Listen up. Hear from experts in business transition planning in these compelling podcasts.

Ep. 20: Shaping a Successful Next Act After the Sale

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.

Ep. 26: M&A Deals and Transition Planning

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.

Ep. 29: CEO Succession and Letting Go

I invited listeners to submit questions and a few were about CEO succession. To explore this topic, I invited Bruce Walton onto the show.

Ready To Take the Next Step?

We'll guide you through the process. Schedule an initial call today.