The Business Transition Sherpa
We are a strategic advisory firm for owners of small to mid-size companies to maximize enterprise value, create succession plans, and identify M&A exit strategies.
From transition to transaction.
From creating value to letting go.
As an entrepreneur you didn’t build your company on your own. Plan your business transition and exit strategy with trusted experts in your corner.
We’ll help you develop growth strategies and create exit options that reward your hard work.
What we do and how we do it.
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.
Strategic Planning
Our “do it with you” approach uniquely aligns you and your team to accomplish your vision and goals with productive strategy sessions.
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
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.
Business Transition Planning with Laurie Barkman – Leaders of Transformation Podcast
How do family businesses need to transform to survive through the next generation? Learn what impacts business value, common mistakes leaders make, and how to prepare your business as a more valuable, sellable asset.
Selling Your Company – John Warrillow, Author, Built to Sell and Founder, The Value Builder System
John Warrillow shares relatable stories – including his own – about personal readiness and having blind spots for the potential value of your business. Learn practical steps to maximize value and protect your business in both the short and long term. If you think you might sell your company one day, or want to know that you can, this is a great episode to dig into.
Succession Stories Podcast Wins Communicator Excellence Award
Host Laurie Barkman was recognized by The Academy of Interactive and Visual Arts for Audio & Podcasts Excellence.
Find Clarity on Next Steps
Schedule a call to learn about The Strategic Exit Value Planning Program.