Succession Stories Podcast. Insights for transition success.
Succession Stories is an award-winning podcast guiding entrepreneurs from transition to transaction hosted by Laurie Barkman, The Business Transition Sherpa.
The show received the 28th Annual Communicator Award for Audio & Podcast Excellence and is ranked in the top 2.5% of podcasts globally.
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.
Available on all podcast platforms including Apple, Spotify, and YouTube.
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Focusing on transition success
Succession Stories Podcast guides entrepreneurs from transition to transaction- from building value in your business to letting go. Tune-in for insights to reward your hard work and avoid succession regrets. Available on all podcast platforms.
Hosted by Laurie Barkman, the Business Transition Sherpa
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Dive into the latest Succession Stories Podcast. Browse by category or search by title/keyword, episode number, or guest name.
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 productivity consultant, specializing in project management, who helps clients ranging from small startups to multi-million dollar businesses save hundreds of hours and thousands of dollars. Over the last 10 years, Shanice has used her ability to identify operational inefficiencies and create solutions to not only help save her clients’ businesses (and hairlines), but to also fall in love with them again with simple, effective systems for hire.
113: Avoiding Transition Pitfalls with Laurie Barkman, The Business Transition Sherpa
I discuss topics from my upcoming book, The Business Transition Handbook. Regardless of when you intend to exit, you will benefit by following these time-tested best practices to create a more profitable and enjoyable business to run today. 100% of owners will leave their business one day – but few are prepared.
112: Challenges of Entrepreneuring Families, Tsitsi Mutendi
Succession Stories host Laurie Barkman talks with Tsitsi Mutendi about addressing the challenges of Entrepreneuring families. Two past generations of her family were entrepreneurs but faced various challenges. Tsitsi did not inherit financial wealth but did inherit the entrepreneurial spirit to build three of her own businesses in Zimbabwe. She is motivated to help family-led companies with their family systems and business systems and be able to pass on their wealth— whether it’s wealth of knowledge, wealth of assets, or wealth of experience, from generation to generation.
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. Learning more about how entrepreneurs think when it comes to exiting a business could help you access a big pool of amazing clients who want and NEED your advice.
111: Don’t Wait To Plan Your Exit Strategy, Bill Prinzivalli
Executive coach and organizational consultant, Bill Prinzivalli, joins Succession Stories host Laurie Barkman to discuss why your entrepreneurial journey is not just the start but also the exit. Bill grew a software company to a $30 million valuation but eventually, the doors of opportunity closed and so did the company. Bill shares the highs and lows of his journey and lessons learned along the way.
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.
Growing a business requires preparing and planning for the future to make it more transferable and valuable.
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 Barkman for a conversation on moving businesses forward in the face of change.
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 episode. Topics include building a more sellable business with Jeffrey Feldberg, how to value a business with Fred Kaplan and Kristi Poszlusny, and spotting hidden risk factors in business transferability with Rebecca Monet.
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? An owner who is prepared with an attractive business greatly increases the odds that the business will survive a transition of hands. Hear Laurie Barkman’s discussion on the Business Creators’ Radio Show.
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? Laurie Barkman joins host A.J. Lawrence on the Beyond 8 Figures Podcast to explain why you should start thinking about your exit many years before you actually want to leave your business.
Best Practices for Exit Planning and M&A strategies, Laurie Barkman on the Enterprising Families Podcast with Tsitsi Mutendi
Laurie Barkman shares best practices for exit planning and M&A strategies. Listen as she also discusses the emotional side of business transitions and letting go on the Enterprising Families Podcast hosted by Tsitsi Mutendi.
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 journeyman entrepreneur. This episode illuminates the appreciation we might have about the value of learning from other entrepreneurs and how to deal with issues at different parts of your journey.
Transition “Sherpa” Laurie Barkman On How To Create A Successful Liquidity Event – Deep Wealth Podcast
“If a third party sales in your future, why not set it up for success and then work backwards” – Laurie Barkman. On the Deep Wealth Podcast, Laurie discusses how owners can have more valuable, sellable businesses.
Avoiding Pitfalls From Business Transition to Transaction – Your Partner In Success™ Radio!
Growing a business requires preparing and planning for the future in order to make it transferable. Laurie Barkman talks with Denise Griffitts about helping entrepreneurs maximize enterprise value, creating succession plans, and identifying M&A strategies.
107: Making Your Business Transferable, Rebecca Monet
Rebecca Monet joins host Laurie Barkman to share her story about building businesses, letting go, and tough lessons she learned along the way. Rebecca is the CEO and Chief Scientist of Zorakle Profiles. With her prior company, she developed intellectual property that fostered sales growth and a strong client relationship. What could have become a channel of growth unexpectedly became her biggest risk.
106: How to Apply Warrior Principles To Your Business, Zachary Green
Zachary Green joins host Laurie Barkman to unpack how warrior principles can be applied to business. Zachary grew the company from the trunk of his car to over $30 million in organic sales. His book, Warrior Entrepreneur, revolves around the science of growth that comes from challenge and adversity. These hardships prepare you for your crucible- the crisis that changes your life’s trajectory.
105: Skills To Build Your Business Are Not Same To Sell It, Jeffrey Feldberg
Jeffrey Feldberg joins Laurie Barkman to discuss maximum-value exits. Jeffrey and his partners founded Embanet, an e-learning company, and when time came to sell, they rejected a seven-figure offer. Two years later, they sold for nine figures. Jeffrey shares insight on this remarkable achievement and how having an excellent team of trusted advisors can help maximize your business value.
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 the value of your business which might be the largest piece of your net worth. This can be a problem for owners if you want to recoup your investment when you retire. Laurie Barkman is joined by her fellow Partners at Stony Hill Advisors, Kristi Posluszny and Fred Kaplan, to discuss the topic of business valuations.
Disruptive Successor Show – Business Transition with Jonathan Goldhill
Surround yourself with equally skilled people to plan your exit. Laurie Barkman joins the Disruptive Successor Podcast to discuss business transitions.
103: Don’t Ignore The Ultimate Finish Line with Mark Fujiwara, Baird
Business owners race hard to maximize monetary returns, but is it the ultimate finish line? This week on Succession Stories, Mark Fujiwara joins Laurie Barkman for a conversation about the succession journey. Mark Fujiwara is a Director at Baird, bringing solutions to 8-figure and 9-figure families and businesses.
Successful Business Exits – Guts, Grit and Great Business Podcast
How can you have a successful exit and transition from your company? Laurie Barkman joins Heather Pearce Campbell to discuss how to make your business more valuable and transferable.
Position Your Business to Sell, Franchise Woman Podcast
How do you position your business to sell? Business transition sherpa, Laurie Barkman, joins Rebecca Monet and Tracy Kawa on The Franchise Woman podcast: Where Passion & Purpose Collide. Laurie discusses several key elements when considering selling, merging or acquiring a business.
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. She’s the host of The Connected Generation, a top 10 podcast for family enterprises globally. Nike joins Laurie Barkman for a conversation on how families can better connect, collaborate, and create to encourage diversity of thought to co-create the businesses of the future that they envision.
101: Succession Stories Rewind, a Replay of Selected Guests
A rewind of the first 100 episodes of Succession Stories Podcast. Host Laurie Barkman shares favorite clips spotlighting key themes of the show: innovation, growth, and transition. Today’s Rewind topics include next generation leadership, corporate innovation, enterprise value scorecards, and succession.
How to Build a Business Transition Plan with Laurie Barkman on The Small BizChat Podcast
Laurie Barkman discusses the idea of business acquisitions from both the seller’s and the buyer’s perspectives. Identify the risks in your business that potential buyers might see and how emotions can impact the ability to sell your business.
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 and discuss more milestones to come.
99: Succession of Culture After Tragedy Strikes, Jennifer Ake Marriott
How do you handle unexpected tragedy when an owner passes away? Jennifer Ake Marriott joins host Laurie Barkman to share her experience with two companies that went through unexpected succession, what helped the companies move forward, and what derailed progress. This episode will help you think about business continuity and how to mitigate risks of an unexpected transition.
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, and having an exit door if things go sideways.
97: Creating a Business That Can Thrive Without You, Meredith Meyer Grelli
Meredith Meyer Grelli, co-founder of Wigle Whiskey Distillery, joins host Laurie Barkman for a conversation on innovation. Including creating a robust product development process for growth, innovating from a people perspective, and setting up the organization for sustainable success.
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 discuss ways to strengthen family businesses by addressing succession derailers and finding key pieces of the succession puzzle.
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. Many need to improve the business first. Laurie Barkman joins host Rocky Lalvani on the Profit Answer Man 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 has worked on guiding business owners along this process. Laurie Barkman joins host Mark Kravietz on the Find Your Exit Podcast.
Grow a Small Business Podcast
Laurie Barkman joins Troy Trewin on his top Australian entrepreneurship podcast to discuss how growing a business requires planning for the future and making it transferable.
95: When Highest Bidder Is Not Best Fit, Gabriela Isturiz
Gabriela Isturiz joins Laurie Barkman to discuss how she bootstrapped two SaaS legal tech companies and successfully sold them to Fortune 500 strategic buyers. She shared the M&A bid process used to generate multiple offers, and why the highest bidder is not always the best buyer for your company. Recently Gaby started a venture capital fund, The Fund XX, investing in the next generation of women-led startups.
94: Finding Purpose After Selling The Business – Sarah Dusek
Sarah Dusek shares her entrepreneurship journey as co-founder of Under Canvas to selling for over $100 million to a private equity firm. Sarah shares her experience how she grew the business through innovative marketing channels and differentiated experiences. Sarah also talks with Laurie Barkman about growth capital and the exit decisions they made, and challenges she experienced leaving the business. Now Sarah pays it forward by investing in women-led businesses in southern Africa empowering entrepreneurs to reach their full potential.
93: Acquisition Entrepreneur Buy-Side Deals, Ron Skelton
What do acquisition entrepreneurs look for in buy-side deals? Ron Skelton joins Laurie Barkman to discuss his approach to buying existing small to medium sized businesses. Listen in as they discuss deal criteria, why not all buyers are the same, and the importance of transferable business operations when you’re ready to sell.
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 author of The Price Whisperer, joins Laurie Barkman to discuss the psychology of pricing, and impact on profitability, and company valuation.
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 would consider growing through acquisition, common pitfalls on the buy-side M&A process, and how a transaction intermediary can be helpful in the process.
91: Profit Comes First, Rocky Lalvani The Profit Answer Man
Learn the secrets of putting profits first with Rocky Lalvani, The Profit Answer Man. Host Laurie Barkman talks with Rocky about how business owners can learn what's actually happening in your business, so you know whether or not you're profitable....
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. Ron speaks with Laurie Barkman about the ins and outs of buying, growing, and selling small to medium businesses.
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. Jerry Cahn, Vistage Chair, founded AgeBrilliantly.org to help people focus on opportunities for a fulfilling life while working in their company and afterwards. Listen in as Jerry talks with host Laurie Barkman how thinking about life stages, rather than age stages, creates a positive mindset for exiting your business and launching your future self.
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 joins Laurie Barkman to discuss how owners can gradually relinquish control and not let your company define you. They also talk about Scott’s own succession experience over the last 10 years with his father, Chris Snider, and next generation leadership.
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.
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, they lost it all. Nicole joins host Laurie Barkman to discuss how the experience of the unexpected transition shaped her mission for leadership transformation. Key themes: How can we become better, not bitter, when things don’t go our way. And why the most valuable thing you can pass to the next generation is integrity.
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. Host Laurie Barkman talks with Marcia about why it’s best to have a plan, rather than hope for exit success.
86: How to Prepare for Sell Side Diligence – Jeffrey Ford, Grossman Yanak + Ford
How can business owners protect your investment? Laurie Barkman hosts Jeffrey Ford, a Founding Partner at Grossman Yanak + Ford, a regional CPA and consulting firm. They talk about the importance of having a transferable business, and how to address risks to protect your sell price. Listen in as they discuss what can derail the sale and how to prepare for sell side diligence.
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. Nana is the Founder CEO of Infinite Horizons, and he works with business owners on...
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. But there are numerous pitfalls that can derail the M&A sales process. It’s an intensive undertaking that requires the right team of collaborators to guarantee success. Paul Visokey is the President of Stony Hill Advisors, specializing in transactions in the lower middle market. He returns to the Succession Stories Podcast and joins host Laurie Barkman to discuss the realities of selling – before, during, and after the process.
83: Family Office Investment Trends, Mark Brandt RSM
Could a Family Office be your next acquirer? Family Offices preserve the legacy and investments of the original family enterprise. Many see direct investment as a way to tap into the entrepreneurial DNA that made the family business successful. And family office investors can be a source of patient capital having a longer time horizon compared to other financial buyers. Mark Brandt joins Laurie Barkman to talk about some of the important trends with family office investing.
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. Laurie uses the Value Builder system to analyze gaps & improve the value of your company so that you can be better prepared for a transition as well as get the biggest price in return.
Business Transition Planning with Laurie Barkman – Leaders of Transformation 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. Listen as Laurie Barkman reveals the steps needed to prepare ahead of time, so you are ready to transition successfully when the time comes.
82: Selling Your Company – John Warrillow, Author, Built to Sell and Founder, The Value Builder System
Guest John Warrillow, best selling author of Built to Sell, Built to Sell Radio, and Founder of The Value Builder System, talks with Laurie Barkman about how business owners can improve value by preparing for an exit. John shares relatable stories – including his own – about personal readiness and having blind spots for the potential value of your company. John shares practical steps business owners should take to maximize value, and protect their 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.
81: How to Productize Your Services – Andy Cabasso
How can a services business drive recurring revenue? Andy Cabasso co-founded JurisPage, a marketing services firm bought by a strategic acquirer for 7-figures. Listen in how they packaged services as products and developed a recurring revenue model – a key value driver.
How To Prepare a Business for Transition – Build Value By Choice
Laurie Barkman is a “business transition sherpa.” With her firm, SmallDotBig, she advises owners on having more valuable, sellable businesses. And as a Partner with Stony Hill Advisors, a mergers and acquisitions firm, she guides them through the complex process of letting it go. She joins host Nana Bonsu on Build Value by Choice to give you advice on preparing your business for transition.
80: Changing the Family Business Narrative | Daniel Van Der Vliet, Cornell University – Smith Family Business Initiative
Laurie Barkman sits down with Daniel Van Der Vliet from Cornell University to talk about some of the important trends facing family businesses like disruption, innovation, and how the next generation can help drive entrepreneurship and sustainability.
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 transitions.
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. Listen in as they discuss why not having an exit plan presents risk to your business, finances, and your future.
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 Consulting and other companies. Their businesses, which initially started as side hustles, allowed them to step away from their corporate careers, and developed 8 income streams bringing in over $3 million annually.
There’s More Than One Way to Run a Business
On the Tandem Talks Podcast, Laurie Barkman talks about her journey in business, self discovery and finding her niche as an entrepreneur. She discusses 8 types of entrepreneurship, and three archetypes of business owners. Laurie also shows us that there is more than one way to get into running a business, but the best way of learning is to just go and do it.
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. Danielle shares how she took an entrepreneurial leap from bootstrapping the company to growing to $4.5 million in revenues today. This insight-packed episode provides fresh ideas for scaling small businesses.
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’s a highly valuable listen for you, so check her out!
76: Growing Through the Pandemic | Stephanie Scheller
Looking to enhance and grow your business in 2022? Stephanie Scheller joins Laurie Barkman to discuss success in the face of disruption. Stephanie is the founder of Grow Disrupt, a marketing agency in Texas that grew by nearly 50% in 2020. How? By optimizing recruitment, offering packages that address customer needs, and improving the agency’s positioning.
75: How Transition Readiness Maximizes Value – Laurie Barkman + Chris Brodman
Why maximizing your business today can help you prepare for an exit on your terms tomorrow. This episode features an insightful presentation from Laurie Barkman (host of Succession Stories/Founder SmallDotBig) in a webinar with Chris Brodman, President of Metz Lewis, specializing in mergers and acquisitions and business transactions.
Innovation, Growth and Selling the Family Business – Laurie Barkman on The Connected Generation Podcast
Laurie Barkman joins host Nike Anani on The Connected Generation Podcast Episode 100. Laurie discusses how as a “business transition sherpa” she advises business owners on having more valuable, sellable businesses. Listen in to this layered conversation on innovation, growth and selling the family business. Laurie comes with an invaluable perspective, as former CEO of a privately held company and as an Adjunct Professor of Entrepreneurship.
What’s Your Business Exit Strategy? SharkPreneur 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. Many need to improve the business first. Listen to this illuminating Sharkpreneur episode with Laurie Barkman about business exit strategies.
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. Listen in as Beth Miller rejoins Laurie Barkman to discuss insights from her book Replaceable to help you plan for a successful transition in your business.
73: Launching a Family Office with Alex Panosian, CW Growth Partners
How do Family Investment Offices approach business acquisitions? Hear from Alex Panosian, co-founder of CW Growth Partners, about launching their new family office to acquire and grow small businesses in the Midwest. Laurie Barkman and Alex discuss family business legacy, core values, and how that shapes investment strategy.
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. You've got a strong ability to influence customers, but you may be lowering your company's value. Amy Franko is a...
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 Partner at MBO Ventures, discuss why you might consider an ESOP over selling to a private equity firm. In addition to substantial tax incentives, your children can get warrants to buy back a large chunk of the company in the future. Listen in to learn more about the immense possibilities ESOPs can create for your business.
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?
Host Tim Scannell from High Tower Great Lakes is joined by Laurie Barkman, founder of SmallDotBig, to discuss growth through acquisitions as a means of succession and exit planning for business owners. Laurie shares her recommendations and insights into what makes a successful business acquisition.
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 takes a people first approach in driving organizational performance. Listen in as Laurie Barkman and Alisa talk about why it’s more important than ever to put your company values into practice to drive retention and foster a healthy and productive work environment.
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 impressive growth. Listen in as Laurie Barkman and Steve discuss his secrets to success using enterprise value as a scorecard to improve the business. And how he thinks about the entrepreneurial journey, succession, and what comes next at a personal level.
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? On Succession Stories, Laurie Barkman is joined by David Wible, CEO of Work.Software and former CEO of Industry Weapon, a company he sold in 2020. David shares his experience of selling his business, what made the sale successful, and why he started conversations five years prior to the actual sale. The key was understanding which value drivers mattered most.
67: Making Your Business Sellable for Succession – Miche Jean
A common mistake business owners make is thinking it is too soon to start having a conversation about exit strategy. If you are selling your business because it is time to retire or start another business, then you want to ask yourself whether the current valuation is enough to fund your lifestyle. If not, you may need to work on boosting its sellability. Miche Jean, CEO of Grotte Business Partners, joins Laurie Barkman for a conversation about making your business sellable for succession.
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 Medical Resources with the intent to sell one day. Revenue growth was strong, but created too much risk in the business. Kevin shares some key decisions that he made to drive enterprise value and his reflections on what he would have done differently along the way. Today Kevin pays his experience forward as a Vistage Chair, advising high-performing executives and business owners on growing their businesses and enhancing their lives.
65: Moving Succession and Innovation Forward | Tricia Staible, Robinson Fans
Discover how a culture of curiosity promotes innovation at a sixth generation manufacturing company. Listen in as Tricia Staible, President of Robinson Fans, joins Laurie Barkman to discuss the importance of innovation and diversification for long-term growth.
Business Transition and Exit Planning | Laurie Barkman Appearance on Three Rivers Leadership Radio Show
Laurie Barkman talks business transition and exit planning on Three Rivers Leadership Podcast with Kevin Trout, Vistage Chair.
64: NextGen Growth By Acquisition – Ben Grossman
How acquisitions fuel growth at a multi-generational company. Laurie Barkman talks with Ben Grossman, Co-President of the Grossman Marketing Group, a fourth generation business. With sustainability as a key priority, they employ acquisition strategies as a platform for expansion. Listen in as they discuss their approach to M&A, including how they source deals, build strong trust based relationships with sellers, and integrate those companies into their organization without losing what makes them special and unique. A great episode for NextGen leaders and anyone on the buy-side of deals.
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. Listen in as Laurie Barkman talks with Jennifer Fondrevay, Founder of Day1 Ready, on planning for expected challenges and the emotional aspects of business transition for a newly merged organization.
Business Succession and Owner Transition | Laurie Barkman Appearance on Podcasting Stories
Laurie Barkman shares the SmallDotBig story, our approach to helping small to mid-size companies maximize value and create succession plans, and how our podcast, Succession Stories, helps share our message.
62: Owner-Centric Exit Planning | John Brown, BEI
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. Only 20% of business owners have a formalized plan to transition ownership, but 100% will exit their company one day. John Brown, best selling exit planning author, started BEI in 1996 for the purpose of helping owners benefit from their lives’ work by supporting business advisors who share the same vision.
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 Richardson, a professionally trained cultural anthropologist turned business strategist, about the importance of customer research. Understanding customer needs is a critical part of strategic planning and differentiating your business in an increasingly competitive market.
Succeed in Your Succession – Laurie Barkman | Pittsburgh Business Insights Podcast
Laurie visits Pittsburgh Business Insights to discuss her expertise as an exit planner and Certified Value Builder, the distinction between professional and personal readiness to sell, and her own podcast series’ recent milestone.
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 generation, compared to 40% in the US. With over a decade of family business expertise in Africa, Nike Anani is creating a multinational network to help reverse this trend. Listen in as Laurie Barkman talks with Nike about bridging generational gaps to enable companies to successfully transition to the next generation.
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 Michael Silverman, Dentons Cohen & Grigsby, discuss the strategic benefits of business transition planning to maximize enterprise value and exit options. Listen in to learn more about the differences between exit and succession planning and importance for your business. Be sure to learn more about the Business Advisory Group– a collaborative approach to exit and succession planning for business owners– and how they can help you get started.
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, Kurt Lesker III, CEO of Kurt J. Lesker Company. With support from their family and executive team, KJLC successfully transitioned to the next generation of leaders including Kurt Lesker IV, Kristin Lesker Eisel, and Jenna Lesker Lloyd.
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. And for 10 years, he did it all – from sales to operations and more. With the helpful guidance of trusted advisors, Nelson built a team and processes that enabled him to step back, a hard thing to do but has enabled their growth through acquisition. This approach has helped Full Sail Media grow from a small $400,000 print shop to a multifaceted marketing company that’s over $8 million in revenue. Make your business more attractive to a potential buyer, and listen to Nelson’s suggestions for what you should start doing today.
56: Get Unstuck, Trust Your Intuition – Jon Dwoskin
Laurie Barkman talks with Jon Dwoskin about selling his first company and the cancer diagnosis that changed not only his career, but his outlook on life. Facing death head-on made Jon realize how his biggest fears were holding him back. Instead, he turned it into a mission helping people get unstuck. Be sure to listen for Jon’s actionable ideas for trusting your intuition and taking action on small things for big results in your life.
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. Laurie Barkman talks with M&A and boutique investment banker, Dave Eichenlaub from Confluence Advisors, about deal dynamics and what makes a business ready for sale. They explore what can make or sink a deal, and the role of trusted advisors to help bring it all together.
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. Kevin details his experience in building the business from scratch, running it for six years with...
E53: How to Make Winning Deals – Corey Kupfer
Successful M&A deals begin with a deal making mindset. Find out the measures you need to take to make a winning deal. Corey Kupfer is an expert strategist, deal-maker, attorney and consultant. He shares how his background in law ultimately...
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. Laurie talks with Paul Visokey, Founder and President of Stony Hill Advisors, about guiding entrepreneurs how to exit their business in the future and...
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 for them. John Brown, Founder of Business...
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. Hal led a team of disabled veterans and civilians who competed...
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 company to the next level. In early 2020, the company launched an Innovation Lab and has started to implement digital transformation technologies to embrace disruptive change and invest in the future.
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. Now a globally recognized Data Scientist, Mathematician, and Psychologist, JT is regarded as one of the leading experts in applied artificial intelligence and cognitive computing. As a global entrepreneur, his focus is enabling small and mid-size companies to use data to protect and transform their businesses.
Quotable Quotes: Mark Twain
I like to ask all of my podcast guests if they have a favorite quote about entrepreneurship. What's yours? "It's not what you don't know that gets you into trouble. It's what you know for sure that just isn't so." - Mark Twain From Succession...
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. Dann Scheiferstein is a serial entrepreneur who scaled up and sold three companies. He would describe himself as being in the half that...
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. Tana shared her personal story about her teenage...
46: How To Avoid the Owner’s Trap – Lloyd Wolf
How can an owner hold back the value of the business? Lloyd Wolf built and successfully sold an IT Services business after realizing he was standing in the way of its success.
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? Laurie Barkman joins host A.J. Lawrence on the Beyond 8 Figures Podcast to explain why you should start thinking about your exit many years before you actually want to leave your business.
103: Don’t Ignore The Ultimate Finish Line with Mark Fujiwara, Baird
Business owners race hard to maximize monetary returns, but is it the ultimate finish line? This week on Succession Stories, Mark Fujiwara joins Laurie Barkman for a conversation about the succession journey. Mark Fujiwara is a Director at Baird, bringing solutions to 8-figure and 9-figure families and businesses.
93: Acquisition Entrepreneur Buy-Side Deals, Ron Skelton
What do acquisition entrepreneurs look for in buy-side deals? Ron Skelton joins Laurie Barkman to discuss his approach to buying existing small to medium sized businesses. Listen in as they discuss deal criteria, why not all buyers are the same, and the importance of transferable business operations when you’re ready to sell.
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 would consider growing through acquisition, common pitfalls on the buy-side M&A process, and how a transaction intermediary can be helpful in the process.
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. Ron speaks with Laurie Barkman about the ins and outs of buying, growing, and selling small to medium businesses.
83: Family Office Investment Trends, Mark Brandt RSM
Could a Family Office be your next acquirer? Family Offices preserve the legacy and investments of the original family enterprise. Many see direct investment as a way to tap into the entrepreneurial DNA that made the family business successful. And family office investors can be a source of patient capital having a longer time horizon compared to other financial buyers. Mark Brandt joins Laurie Barkman to talk about some of the important trends with family office investing.
73: Launching a Family Office with Alex Panosian, CW Growth Partners
How do Family Investment Offices approach business acquisitions? Hear from Alex Panosian, co-founder of CW Growth Partners, about launching their new family office to acquire and grow small businesses in the Midwest. Laurie Barkman and Alex discuss family business legacy, core values, and how that shapes investment strategy.
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?
Host Tim Scannell from High Tower Great Lakes is joined by Laurie Barkman, founder of SmallDotBig, to discuss growth through acquisitions as a means of succession and exit planning for business owners. Laurie shares her recommendations and insights into what makes a successful business acquisition.
64: NextGen Growth By Acquisition – Ben Grossman
How acquisitions fuel growth at a multi-generational company. Laurie Barkman talks with Ben Grossman, Co-President of the Grossman Marketing Group, a fourth generation business. With sustainability as a key priority, they employ acquisition strategies as a platform for expansion. Listen in as they discuss their approach to M&A, including how they source deals, build strong trust based relationships with sellers, and integrate those companies into their organization without losing what makes them special and unique. A great episode for NextGen leaders and anyone on the buy-side of deals.
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. Listen in as Laurie Barkman talks with Jennifer Fondrevay, Founder of Day1 Ready, on planning for expected challenges and the emotional aspects of business transition for a newly merged organization.
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. And for 10 years, he did it all – from sales to operations and more. With the helpful guidance of trusted advisors, Nelson built a team and processes that enabled him to step back, a hard thing to do but has enabled their growth through acquisition. This approach has helped Full Sail Media grow from a small $400,000 print shop to a multifaceted marketing company that’s over $8 million in revenue. Make your business more attractive to a potential buyer, and listen to Nelson’s suggestions for what you should start doing today.
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. Laurie talks with Paul Visokey, Founder and President of Stony Hill Advisors, about guiding entrepreneurs how to exit their business in the future and...
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 Entrepreneurship at the Tepper School of Business...
E26: M&A Deals and Transition Planning – Christopher Brodman, Metz Lewis
Listen to the Succession Stories podcast: https://youtu.be/tdSqUmrUGzE 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...
E13: Search Fund Acquisitions – Jamie Van Buren, Generational Transfer Entrepreneurs
Listen to the episode: 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 Buren, Managing Director of...
E10: Entrepreneurial Resilience – Len Caric, CEO Uncle Charley’s Sausage
Listen to the episode: 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 challenge. Listen in as...
113: Avoiding Transition Pitfalls with Laurie Barkman, The Business Transition Sherpa
I discuss topics from my upcoming book, The Business Transition Handbook. Regardless of when you intend to exit, you will benefit by following these time-tested best practices to create a more profitable and enjoyable business to run today. 100% of owners will leave their business one day – but few are prepared.
111: Don’t Wait To Plan Your Exit Strategy, Bill Prinzivalli
Executive coach and organizational consultant, Bill Prinzivalli, joins Succession Stories host Laurie Barkman to discuss why your entrepreneurial journey is not just the start but also the exit. Bill grew a software company to a $30 million valuation but eventually, the doors of opportunity closed and so did the company. Bill shares the highs and lows of his journey and lessons learned along the way.
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.
Growing a business requires preparing and planning for the future to make it more transferable and valuable.
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 Barkman for a conversation on moving businesses forward in the face of change.
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 episode. Topics include building a more sellable business with Jeffrey Feldberg, how to value a business with Fred Kaplan and Kristi Poszlusny, and spotting hidden risk factors in business transferability with Rebecca Monet.
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? An owner who is prepared with an attractive business greatly increases the odds that the business will survive a transition of hands. Hear Laurie Barkman’s discussion on the Business Creators’ Radio Show.
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? Laurie Barkman joins host A.J. Lawrence on the Beyond 8 Figures Podcast to explain why you should start thinking about your exit many years before you actually want to leave your business.
Best Practices for Exit Planning and M&A strategies, Laurie Barkman on the Enterprising Families Podcast with Tsitsi Mutendi
Laurie Barkman shares best practices for exit planning and M&A strategies. Listen as she also discusses the emotional side of business transitions and letting go on the Enterprising Families Podcast hosted by Tsitsi Mutendi.
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 journeyman entrepreneur. This episode illuminates the appreciation we might have about the value of learning from other entrepreneurs and how to deal with issues at different parts of your journey.
Transition “Sherpa” Laurie Barkman On How To Create A Successful Liquidity Event – Deep Wealth Podcast
“If a third party sales in your future, why not set it up for success and then work backwards” – Laurie Barkman. On the Deep Wealth Podcast, Laurie discusses how owners can have more valuable, sellable businesses.
Avoiding Pitfalls From Business Transition to Transaction – Your Partner In Success™ Radio!
Growing a business requires preparing and planning for the future in order to make it transferable. Laurie Barkman talks with Denise Griffitts about helping entrepreneurs maximize enterprise value, creating succession plans, and identifying M&A strategies.
107: Making Your Business Transferable, Rebecca Monet
Rebecca Monet joins host Laurie Barkman to share her story about building businesses, letting go, and tough lessons she learned along the way. Rebecca is the CEO and Chief Scientist of Zorakle Profiles. With her prior company, she developed intellectual property that fostered sales growth and a strong client relationship. What could have become a channel of growth unexpectedly became her biggest risk.
106: How to Apply Warrior Principles To Your Business, Zachary Green
Zachary Green joins host Laurie Barkman to unpack how warrior principles can be applied to business. Zachary grew the company from the trunk of his car to over $30 million in organic sales. His book, Warrior Entrepreneur, revolves around the science of growth that comes from challenge and adversity. These hardships prepare you for your crucible- the crisis that changes your life’s trajectory.
105: Skills To Build Your Business Are Not Same To Sell It, Jeffrey Feldberg
Jeffrey Feldberg joins Laurie Barkman to discuss maximum-value exits. Jeffrey and his partners founded Embanet, an e-learning company, and when time came to sell, they rejected a seven-figure offer. Two years later, they sold for nine figures. Jeffrey shares insight on this remarkable achievement and how having an excellent team of trusted advisors can help maximize your business value.
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 the value of your business which might be the largest piece of your net worth. This can be a problem for owners if you want to recoup your investment when you retire. Laurie Barkman is joined by her fellow Partners at Stony Hill Advisors, Kristi Posluszny and Fred Kaplan, to discuss the topic of business valuations.
103: Don’t Ignore The Ultimate Finish Line with Mark Fujiwara, Baird
Business owners race hard to maximize monetary returns, but is it the ultimate finish line? This week on Succession Stories, Mark Fujiwara joins Laurie Barkman for a conversation about the succession journey. Mark Fujiwara is a Director at Baird, bringing solutions to 8-figure and 9-figure families and businesses.
Successful Business Exits – Guts, Grit and Great Business Podcast
How can you have a successful exit and transition from your company? Laurie Barkman joins Heather Pearce Campbell to discuss how to make your business more valuable and transferable.
Position Your Business to Sell, Franchise Woman Podcast
How do you position your business to sell? Business transition sherpa, Laurie Barkman, joins Rebecca Monet and Tracy Kawa on The Franchise Woman podcast: Where Passion & Purpose Collide. Laurie discusses several key elements when considering selling, merging or acquiring a business.
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. She’s the host of The Connected Generation, a top 10 podcast for family enterprises globally. Nike joins Laurie Barkman for a conversation on how families can better connect, collaborate, and create to encourage diversity of thought to co-create the businesses of the future that they envision.
101: Succession Stories Rewind, a Replay of Selected Guests
A rewind of the first 100 episodes of Succession Stories Podcast. Host Laurie Barkman shares favorite clips spotlighting key themes of the show: innovation, growth, and transition. Today’s Rewind topics include next generation leadership, corporate innovation, enterprise value scorecards, and succession.
How to Build a Business Transition Plan with Laurie Barkman on The Small BizChat Podcast
Laurie Barkman discusses the idea of business acquisitions from both the seller’s and the buyer’s perspectives. Identify the risks in your business that potential buyers might see and how emotions can impact the ability to sell your business.
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 and discuss more milestones to come.
99: Succession of Culture After Tragedy Strikes, Jennifer Ake Marriott
How do you handle unexpected tragedy when an owner passes away? Jennifer Ake Marriott joins host Laurie Barkman to share her experience with two companies that went through unexpected succession, what helped the companies move forward, and what derailed progress. This episode will help you think about business continuity and how to mitigate risks of an unexpected transition.
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, and having an exit door if things go sideways.
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 discuss ways to strengthen family businesses by addressing succession derailers and finding key pieces of the succession puzzle.
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 has worked on guiding business owners along this process. Laurie Barkman joins host Mark Kravietz on the Find Your Exit Podcast.
Grow a Small Business Podcast
Laurie Barkman joins Troy Trewin on his top Australian entrepreneurship podcast to discuss how growing a business requires planning for the future and making it transferable.
95: When Highest Bidder Is Not Best Fit, Gabriela Isturiz
Gabriela Isturiz joins Laurie Barkman to discuss how she bootstrapped two SaaS legal tech companies and successfully sold them to Fortune 500 strategic buyers. She shared the M&A bid process used to generate multiple offers, and why the highest bidder is not always the best buyer for your company. Recently Gaby started a venture capital fund, The Fund XX, investing in the next generation of women-led startups.
94: Finding Purpose After Selling The Business – Sarah Dusek
Sarah Dusek shares her entrepreneurship journey as co-founder of Under Canvas to selling for over $100 million to a private equity firm. Sarah shares her experience how she grew the business through innovative marketing channels and differentiated experiences. Sarah also talks with Laurie Barkman about growth capital and the exit decisions they made, and challenges she experienced leaving the business. Now Sarah pays it forward by investing in women-led businesses in southern Africa empowering entrepreneurs to reach their full potential.
93: Acquisition Entrepreneur Buy-Side Deals, Ron Skelton
What do acquisition entrepreneurs look for in buy-side deals? Ron Skelton joins Laurie Barkman to discuss his approach to buying existing small to medium sized businesses. Listen in as they discuss deal criteria, why not all buyers are the same, and the importance of transferable business operations when you’re ready to sell.
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. Ron speaks with Laurie Barkman about the ins and outs of buying, growing, and selling small to medium businesses.
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. Jerry Cahn, Vistage Chair, founded AgeBrilliantly.org to help people focus on opportunities for a fulfilling life while working in their company and afterwards. Listen in as Jerry talks with host Laurie Barkman how thinking about life stages, rather than age stages, creates a positive mindset for exiting your business and launching your future self.
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 joins Laurie Barkman to discuss how owners can gradually relinquish control and not let your company define you. They also talk about Scott’s own succession experience over the last 10 years with his father, Chris Snider, and next generation leadership.
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.
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, they lost it all. Nicole joins host Laurie Barkman to discuss how the experience of the unexpected transition shaped her mission for leadership transformation. Key themes: How can we become better, not bitter, when things don’t go our way. And why the most valuable thing you can pass to the next generation is integrity.
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. Host Laurie Barkman talks with Marcia about why it’s best to have a plan, rather than hope for exit success.
86: How to Prepare for Sell Side Diligence – Jeffrey Ford, Grossman Yanak + Ford
How can business owners protect your investment? Laurie Barkman hosts Jeffrey Ford, a Founding Partner at Grossman Yanak + Ford, a regional CPA and consulting firm. They talk about the importance of having a transferable business, and how to address risks to protect your sell price. Listen in as they discuss what can derail the sale and how to prepare for sell side diligence.
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. But there are numerous pitfalls that can derail the M&A sales process. It’s an intensive undertaking that requires the right team of collaborators to guarantee success. Paul Visokey is the President of Stony Hill Advisors, specializing in transactions in the lower middle market. He returns to the Succession Stories Podcast and joins host Laurie Barkman to discuss the realities of selling – before, during, and after the process.
83: Family Office Investment Trends, Mark Brandt RSM
Could a Family Office be your next acquirer? Family Offices preserve the legacy and investments of the original family enterprise. Many see direct investment as a way to tap into the entrepreneurial DNA that made the family business successful. And family office investors can be a source of patient capital having a longer time horizon compared to other financial buyers. Mark Brandt joins Laurie Barkman to talk about some of the important trends with family office investing.
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. Laurie uses the Value Builder system to analyze gaps & improve the value of your company so that you can be better prepared for a transition as well as get the biggest price in return.
Business Transition Planning with Laurie Barkman – Leaders of Transformation 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. Listen as Laurie Barkman reveals the steps needed to prepare ahead of time, so you are ready to transition successfully when the time comes.
82: Selling Your Company – John Warrillow, Author, Built to Sell and Founder, The Value Builder System
Guest John Warrillow, best selling author of Built to Sell, Built to Sell Radio, and Founder of The Value Builder System, talks with Laurie Barkman about how business owners can improve value by preparing for an exit. John shares relatable stories – including his own – about personal readiness and having blind spots for the potential value of your company. John shares practical steps business owners should take to maximize value, and protect their 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.
81: How to Productize Your Services – Andy Cabasso
How can a services business drive recurring revenue? Andy Cabasso co-founded JurisPage, a marketing services firm bought by a strategic acquirer for 7-figures. Listen in how they packaged services as products and developed a recurring revenue model – a key value driver.
How To Prepare a Business for Transition – Build Value By Choice
Laurie Barkman is a “business transition sherpa.” With her firm, SmallDotBig, she advises owners on having more valuable, sellable businesses. And as a Partner with Stony Hill Advisors, a mergers and acquisitions firm, she guides them through the complex process of letting it go. She joins host Nana Bonsu on Build Value by Choice to give you advice on preparing your business for transition.
80: Changing the Family Business Narrative | Daniel Van Der Vliet, Cornell University – Smith Family Business Initiative
Laurie Barkman sits down with Daniel Van Der Vliet from Cornell University to talk about some of the important trends facing family businesses like disruption, innovation, and how the next generation can help drive entrepreneurship and sustainability.
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 transitions.
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. Listen in as they discuss why not having an exit plan presents risk to your business, finances, and your future.
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’s a highly valuable listen for you, so check her out!
75: How Transition Readiness Maximizes Value – Laurie Barkman + Chris Brodman
Why maximizing your business today can help you prepare for an exit on your terms tomorrow. This episode features an insightful presentation from Laurie Barkman (host of Succession Stories/Founder SmallDotBig) in a webinar with Chris Brodman, President of Metz Lewis, specializing in mergers and acquisitions and business transactions.
Innovation, Growth and Selling the Family Business – Laurie Barkman on The Connected Generation Podcast
Laurie Barkman joins host Nike Anani on The Connected Generation Podcast Episode 100. Laurie discusses how as a “business transition sherpa” she advises business owners on having more valuable, sellable businesses. Listen in to this layered conversation on innovation, growth and selling the family business. Laurie comes with an invaluable perspective, as former CEO of a privately held company and as an Adjunct Professor of Entrepreneurship.
What’s Your Business Exit Strategy? SharkPreneur 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. Many need to improve the business first. Listen to this illuminating Sharkpreneur episode with Laurie Barkman about business exit strategies.
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. Listen in as Beth Miller rejoins Laurie Barkman to discuss insights from her book Replaceable to help you plan for a successful transition in your business.
73: Launching a Family Office with Alex Panosian, CW Growth Partners
How do Family Investment Offices approach business acquisitions? Hear from Alex Panosian, co-founder of CW Growth Partners, about launching their new family office to acquire and grow small businesses in the Midwest. Laurie Barkman and Alex discuss family business legacy, core values, and how that shapes investment strategy.
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 Partner at MBO Ventures, discuss why you might consider an ESOP over selling to a private equity firm. In addition to substantial tax incentives, your children can get warrants to buy back a large chunk of the company in the future. Listen in to learn more about the immense possibilities ESOPs can create for your business.
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 impressive growth. Listen in as Laurie Barkman and Steve discuss his secrets to success using enterprise value as a scorecard to improve the business. And how he thinks about the entrepreneurial journey, succession, and what comes next at a personal level.
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? On Succession Stories, Laurie Barkman is joined by David Wible, CEO of Work.Software and former CEO of Industry Weapon, a company he sold in 2020. David shares his experience of selling his business, what made the sale successful, and why he started conversations five years prior to the actual sale. The key was understanding which value drivers mattered most.
67: Making Your Business Sellable for Succession – Miche Jean
A common mistake business owners make is thinking it is too soon to start having a conversation about exit strategy. If you are selling your business because it is time to retire or start another business, then you want to ask yourself whether the current valuation is enough to fund your lifestyle. If not, you may need to work on boosting its sellability. Miche Jean, CEO of Grotte Business Partners, joins Laurie Barkman for a conversation about making your business sellable for succession.
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 Medical Resources with the intent to sell one day. Revenue growth was strong, but created too much risk in the business. Kevin shares some key decisions that he made to drive enterprise value and his reflections on what he would have done differently along the way. Today Kevin pays his experience forward as a Vistage Chair, advising high-performing executives and business owners on growing their businesses and enhancing their lives.
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. Listen in as Laurie Barkman talks with Jennifer Fondrevay, Founder of Day1 Ready, on planning for expected challenges and the emotional aspects of business transition for a newly merged organization.
62: Owner-Centric Exit Planning | John Brown, BEI
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. Only 20% of business owners have a formalized plan to transition ownership, but 100% will exit their company one day. John Brown, best selling exit planning author, started BEI in 1996 for the purpose of helping owners benefit from their lives’ work by supporting business advisors who share the same vision.
Succeed in Your Succession – Laurie Barkman | Pittsburgh Business Insights Podcast
Laurie visits Pittsburgh Business Insights to discuss her expertise as an exit planner and Certified Value Builder, the distinction between professional and personal readiness to sell, and her own podcast series’ recent milestone.
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 generation, compared to 40% in the US. With over a decade of family business expertise in Africa, Nike Anani is creating a multinational network to help reverse this trend. Listen in as Laurie Barkman talks with Nike about bridging generational gaps to enable companies to successfully transition to the next generation.
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 Michael Silverman, Dentons Cohen & Grigsby, discuss the strategic benefits of business transition planning to maximize enterprise value and exit options. Listen in to learn more about the differences between exit and succession planning and importance for your business. Be sure to learn more about the Business Advisory Group– a collaborative approach to exit and succession planning for business owners– and how they can help you get started.
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, Kurt Lesker III, CEO of Kurt J. Lesker Company. With support from their family and executive team, KJLC successfully transitioned to the next generation of leaders including Kurt Lesker IV, Kristin Lesker Eisel, and Jenna Lesker Lloyd.
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. And for 10 years, he did it all – from sales to operations and more. With the helpful guidance of trusted advisors, Nelson built a team and processes that enabled him to step back, a hard thing to do but has enabled their growth through acquisition. This approach has helped Full Sail Media grow from a small $400,000 print shop to a multifaceted marketing company that’s over $8 million in revenue. Make your business more attractive to a potential buyer, and listen to Nelson’s suggestions for what you should start doing today.
56: Get Unstuck, Trust Your Intuition – Jon Dwoskin
Laurie Barkman talks with Jon Dwoskin about selling his first company and the cancer diagnosis that changed not only his career, but his outlook on life. Facing death head-on made Jon realize how his biggest fears were holding him back. Instead, he turned it into a mission helping people get unstuck. Be sure to listen for Jon’s actionable ideas for trusting your intuition and taking action on small things for big results in your life.
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. Laurie Barkman talks with M&A and boutique investment banker, Dave Eichenlaub from Confluence Advisors, about deal dynamics and what makes a business ready for sale. They explore what can make or sink a deal, and the role of trusted advisors to help bring it all together.
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. Kevin details his experience in building the business from scratch, running it for six years with...
E53: How to Make Winning Deals – Corey Kupfer
Successful M&A deals begin with a deal making mindset. Find out the measures you need to take to make a winning deal. Corey Kupfer is an expert strategist, deal-maker, attorney and consultant. He shares how his background in law ultimately...
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. Laurie talks with Paul Visokey, Founder and President of Stony Hill Advisors, about guiding entrepreneurs how to exit their business in the future and...
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 for them. John Brown, Founder of Business...
Quotable Quotes: Mark Twain
I like to ask all of my podcast guests if they have a favorite quote about entrepreneurship. What's yours? "It's not what you don't know that gets you into trouble. It's what you know for sure that just isn't so." - Mark Twain From Succession...
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. Dann Scheiferstein is a serial entrepreneur who scaled up and sold three companies. He would describe himself as being in the half that...
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. Tana shared her personal story about her teenage...
46: How To Avoid the Owner’s Trap – Lloyd Wolf
How can an owner hold back the value of the business? Lloyd Wolf built and successfully sold an IT Services business after realizing he was standing in the way of its success.
E45: AI Innovations | Neil Sahota
Listen to the audio: Neil Sahota helped create the artificial intelligence ecosystem that famously won Jeopardy called Watson. He's an IBM Master Inventor and artificial intelligence subject matter expert with the United Nations. Neil's written a...
Succession Stories E44: Identity Shifts | William and Christopher Yanakos – Reli
Stream the episode here, or find the show wherever you listen to podcasts. Watch the episode on YouTube and Subscribe to Succession Stories. https://www.youtube.com/watch?v=RmhFjBrI2O8&t=1s Laurie Barkman interviews William and Christopher...
Succession Stories E43: Debunking ESOP Myths | Kristy Britsch
Stream the podcast: Watch the video: https://www.youtube.com/watch?v=jDUHLttvHlk 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...
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 Entrepreneurship at the Tepper School of Business...
E42: Be Your Own Culture Catalyst – Julie Ann Sullivan | Succession Stories with Laurie Barkman
https://youtu.be/bofPCTatoKw Laurie Barkman is joined by Julie Ann Sullivan, an international best-selling author, speaker, and business culture expert. What’s the big “why” around company culture? First it’s dollars. Morale and attitudes affect...
E41: Get Your Family Out of Your Head – Bonnie Artman Fox
https://youtu.be/Zd1KJZywAAo Did you know that unresolved conflict costs organizations about $359 billion in paid hours every year? Laurie Barkman talks withBonnie Artman Fox, author of How Did My Family Get In My Office? Bonnie is a workplace...
E40: Sustainable Innovation | Kent Johnson – CEO, Highlights
Listen to the episode https://youtu.be/obro2oNedd0 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...
Succession Stories E39: Creating a Customer Culture – Dr. Kelly Henry
https://youtu.be/fP0tIbCtx8A In this episode of Succession Stories, Laurie Barkman is joined by Dr. Kelly Henry, a successful chiropractor and entrepreneur. Dr. Henry shares how a customer service culture led his practice to be among the top 10%...
E38: Building Your Competitive Moat with Phillip Swan
Listen to Succession Stories E38: https://youtu.be/2S6im5QWpN0 Want to differentiate your business? Build a competitive moat by mapping out your customers' journey to discover what matters most to them. Laurie Barkman, host of Succession Stories,...
E37: What’s Next | Maximizing Your Life – Ann Bernard
Listen to Succession Stories E37: 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 story will...
E36: Avoiding Succession Planning Mistakes – Beth Armknect Miller
Listen to the episode: 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. This episode delivers insights how to prepare for...
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 and founder of SmallDotBig, a value acceleration...
E35: Defining Wealth – Robb McKinney, Bridgeview Wealth
Listen to the episode https://youtu.be/qf3Jys7JJKM 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...
E34: Cheers to 10th Generation Innovation – Lisa Laird Dunn, Gerard Dunn, Laird & Co.
Listen to the podcast: Watch the episode teaser: https://youtu.be/UtBZ5ud_0kM 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...
E33: The Zen of Business Acquisitions – Tom Hine, CEO Capital Wealth Management
Listen to the episode: 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 seven wealth management...
E32: Building Your Employer Brand and Cultivating Culture – Tiffany Castagno, CEO CEPHR
Listen to the episode: 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 succession and transition...
How to Build and Sustain a Successful, Enduring Enterprise
Listen to the episode: https://youtu.be/nQHkRWsfDr8 Most of us get a glimpse into the world of complex business families by watching shows like "Succession" and "Dallas." Josh Baron, co-founder and Partner at BanyanGlobal, has had a front row seat...
E30: What’s Next Series | David Gamble – Redefining Success After the NFL
Listen to the episode: 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 win with the Denver...
E29: CEO Succession and Letting Go – Bruce Walton, Battalia Winston
Listen to the episode 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 executive search firms, onto the...
E27: What’s Next Series | Jeffrey K. Walker – From Vetrepreneur to Authorpreneur
Listen to the Succession Stories podcast: 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 and...
E26: M&A Deals and Transition Planning – Christopher Brodman, Metz Lewis
Listen to the Succession Stories podcast: https://youtu.be/tdSqUmrUGzE 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...
E24: Introducing the What’s Next Series | Cheryl Fields – Lifestyle Wealth Group
Listen to the Succession Stories podcast: https://youtu.be/oo6jUDFICpQ 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...
E23: The Power of Connecting with Lou Diamond
Listen to the Podcast: 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 year and not everyone is...
E22: Clearing Blurred Lines of Business Transition with Chris Chaney
Listen to the Succession Stories podcast: Laurie Barkman and Chris Chaney talk transition planning for business owners. Many owners do not yet have robust transition plans in place. It feels complicated because of blurred lines between personal...
Create and Transfer Business Value with Laurie Barkman
Episode 93: 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. Read a blog post article about the episode...
113: Avoiding Transition Pitfalls with Laurie Barkman, The Business Transition Sherpa
I discuss topics from my upcoming book, The Business Transition Handbook. Regardless of when you intend to exit, you will benefit by following these time-tested best practices to create a more profitable and enjoyable business to run today. 100% of owners will leave their business one day – but few are prepared.
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. Learning more about how entrepreneurs think when it comes to exiting a business could help you access a big pool of amazing clients who want and NEED your advice.
111: Don’t Wait To Plan Your Exit Strategy, Bill Prinzivalli
Executive coach and organizational consultant, Bill Prinzivalli, joins Succession Stories host Laurie Barkman to discuss why your entrepreneurial journey is not just the start but also the exit. Bill grew a software company to a $30 million valuation but eventually, the doors of opportunity closed and so did the company. Bill shares the highs and lows of his journey and lessons learned along the way.
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.
Growing a business requires preparing and planning for the future to make it more transferable and valuable.
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 episode. Topics include building a more sellable business with Jeffrey Feldberg, how to value a business with Fred Kaplan and Kristi Poszlusny, and spotting hidden risk factors in business transferability with Rebecca Monet.
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? An owner who is prepared with an attractive business greatly increases the odds that the business will survive a transition of hands. Hear Laurie Barkman’s discussion on the Business Creators’ Radio Show.
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? Laurie Barkman joins host A.J. Lawrence on the Beyond 8 Figures Podcast to explain why you should start thinking about your exit many years before you actually want to leave your business.
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 journeyman entrepreneur. This episode illuminates the appreciation we might have about the value of learning from other entrepreneurs and how to deal with issues at different parts of your journey.
Transition “Sherpa” Laurie Barkman On How To Create A Successful Liquidity Event – Deep Wealth Podcast
“If a third party sales in your future, why not set it up for success and then work backwards” – Laurie Barkman. On the Deep Wealth Podcast, Laurie discusses how owners can have more valuable, sellable businesses.
107: Making Your Business Transferable, Rebecca Monet
Rebecca Monet joins host Laurie Barkman to share her story about building businesses, letting go, and tough lessons she learned along the way. Rebecca is the CEO and Chief Scientist of Zorakle Profiles. With her prior company, she developed intellectual property that fostered sales growth and a strong client relationship. What could have become a channel of growth unexpectedly became her biggest risk.
105: Skills To Build Your Business Are Not Same To Sell It, Jeffrey Feldberg
Jeffrey Feldberg joins Laurie Barkman to discuss maximum-value exits. Jeffrey and his partners founded Embanet, an e-learning company, and when time came to sell, they rejected a seven-figure offer. Two years later, they sold for nine figures. Jeffrey shares insight on this remarkable achievement and how having an excellent team of trusted advisors can help maximize your business value.
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 the value of your business which might be the largest piece of your net worth. This can be a problem for owners if you want to recoup your investment when you retire. Laurie Barkman is joined by her fellow Partners at Stony Hill Advisors, Kristi Posluszny and Fred Kaplan, to discuss the topic of business valuations.
Disruptive Successor Show – Business Transition with Jonathan Goldhill
Surround yourself with equally skilled people to plan your exit. Laurie Barkman joins the Disruptive Successor Podcast to discuss business transitions.
101: Succession Stories Rewind, a Replay of Selected Guests
A rewind of the first 100 episodes of Succession Stories Podcast. Host Laurie Barkman shares favorite clips spotlighting key themes of the show: innovation, growth, and transition. Today’s Rewind topics include next generation leadership, corporate innovation, enterprise value scorecards, and succession.
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 and discuss more milestones to come.
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. Many need to improve the business first. Laurie Barkman joins host Rocky Lalvani on the Profit Answer Man Podcast.
Grow a Small Business Podcast
Laurie Barkman joins Troy Trewin on his top Australian entrepreneurship podcast to discuss how growing a business requires planning for the future and making it transferable.
95: When Highest Bidder Is Not Best Fit, Gabriela Isturiz
Gabriela Isturiz joins Laurie Barkman to discuss how she bootstrapped two SaaS legal tech companies and successfully sold them to Fortune 500 strategic buyers. She shared the M&A bid process used to generate multiple offers, and why the highest bidder is not always the best buyer for your company. Recently Gaby started a venture capital fund, The Fund XX, investing in the next generation of women-led startups.
94: Finding Purpose After Selling The Business – Sarah Dusek
Sarah Dusek shares her entrepreneurship journey as co-founder of Under Canvas to selling for over $100 million to a private equity firm. Sarah shares her experience how she grew the business through innovative marketing channels and differentiated experiences. Sarah also talks with Laurie Barkman about growth capital and the exit decisions they made, and challenges she experienced leaving the business. Now Sarah pays it forward by investing in women-led businesses in southern Africa empowering entrepreneurs to reach their full potential.
93: Acquisition Entrepreneur Buy-Side Deals, Ron Skelton
What do acquisition entrepreneurs look for in buy-side deals? Ron Skelton joins Laurie Barkman to discuss his approach to buying existing small to medium sized businesses. Listen in as they discuss deal criteria, why not all buyers are the same, and the importance of transferable business operations when you’re ready to sell.
91: Profit Comes First, Rocky Lalvani The Profit Answer Man
Learn the secrets of putting profits first with Rocky Lalvani, The Profit Answer Man. Host Laurie Barkman talks with Rocky about how business owners can learn what's actually happening in your business, so you know whether or not you're profitable....
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. Ron speaks with Laurie Barkman about the ins and outs of buying, growing, and selling small to medium businesses.
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 joins Laurie Barkman to discuss how owners can gradually relinquish control and not let your company define you. They also talk about Scott’s own succession experience over the last 10 years with his father, Chris Snider, and next generation leadership.
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.
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. Host Laurie Barkman talks with Marcia about why it’s best to have a plan, rather than hope for exit success.
86: How to Prepare for Sell Side Diligence – Jeffrey Ford, Grossman Yanak + Ford
How can business owners protect your investment? Laurie Barkman hosts Jeffrey Ford, a Founding Partner at Grossman Yanak + Ford, a regional CPA and consulting firm. They talk about the importance of having a transferable business, and how to address risks to protect your sell price. Listen in as they discuss what can derail the sale and how to prepare for sell side diligence.
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. Nana is the Founder CEO of Infinite Horizons, and he works with business owners on...
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. But there are numerous pitfalls that can derail the M&A sales process. It’s an intensive undertaking that requires the right team of collaborators to guarantee success. Paul Visokey is the President of Stony Hill Advisors, specializing in transactions in the lower middle market. He returns to the Succession Stories Podcast and joins host Laurie Barkman to discuss the realities of selling – before, during, and after the process.
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. Laurie uses the Value Builder system to analyze gaps & improve the value of your company so that you can be better prepared for a transition as well as get the biggest price in return.
Business Transition Planning with Laurie Barkman – Leaders of Transformation 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. Listen as Laurie Barkman reveals the steps needed to prepare ahead of time, so you are ready to transition successfully when the time comes.
82: Selling Your Company – John Warrillow, Author, Built to Sell and Founder, The Value Builder System
Guest John Warrillow, best selling author of Built to Sell, Built to Sell Radio, and Founder of The Value Builder System, talks with Laurie Barkman about how business owners can improve value by preparing for an exit. John shares relatable stories – including his own – about personal readiness and having blind spots for the potential value of your company. John shares practical steps business owners should take to maximize value, and protect their 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.
81: How to Productize Your Services – Andy Cabasso
How can a services business drive recurring revenue? Andy Cabasso co-founded JurisPage, a marketing services firm bought by a strategic acquirer for 7-figures. Listen in how they packaged services as products and developed a recurring revenue model – a key value driver.
How To Prepare a Business for Transition – Build Value By Choice
Laurie Barkman is a “business transition sherpa.” With her firm, SmallDotBig, she advises owners on having more valuable, sellable businesses. And as a Partner with Stony Hill Advisors, a mergers and acquisitions firm, she guides them through the complex process of letting it go. She joins host Nana Bonsu on Build Value by Choice to give you advice on preparing your business for transition.
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. Listen in as they discuss why not having an exit plan presents risk to your business, finances, and your future.
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. Danielle shares how she took an entrepreneurial leap from bootstrapping the company to growing to $4.5 million in revenues today. This insight-packed episode provides fresh ideas for scaling small businesses.
75: How Transition Readiness Maximizes Value – Laurie Barkman + Chris Brodman
Why maximizing your business today can help you prepare for an exit on your terms tomorrow. This episode features an insightful presentation from Laurie Barkman (host of Succession Stories/Founder SmallDotBig) in a webinar with Chris Brodman, President of Metz Lewis, specializing in mergers and acquisitions and business transactions.
What’s Your Business Exit Strategy? SharkPreneur 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. Many need to improve the business first. Listen to this illuminating Sharkpreneur episode with Laurie Barkman about business exit strategies.
73: Launching a Family Office with Alex Panosian, CW Growth Partners
How do Family Investment Offices approach business acquisitions? Hear from Alex Panosian, co-founder of CW Growth Partners, about launching their new family office to acquire and grow small businesses in the Midwest. Laurie Barkman and Alex discuss family business legacy, core values, and how that shapes investment strategy.
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. You've got a strong ability to influence customers, but you may be lowering your company's value. Amy Franko is a...
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 impressive growth. Listen in as Laurie Barkman and Steve discuss his secrets to success using enterprise value as a scorecard to improve the business. And how he thinks about the entrepreneurial journey, succession, and what comes next at a personal level.
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? On Succession Stories, Laurie Barkman is joined by David Wible, CEO of Work.Software and former CEO of Industry Weapon, a company he sold in 2020. David shares his experience of selling his business, what made the sale successful, and why he started conversations five years prior to the actual sale. The key was understanding which value drivers mattered most.
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 Medical Resources with the intent to sell one day. Revenue growth was strong, but created too much risk in the business. Kevin shares some key decisions that he made to drive enterprise value and his reflections on what he would have done differently along the way. Today Kevin pays his experience forward as a Vistage Chair, advising high-performing executives and business owners on growing their businesses and enhancing their lives.
62: Owner-Centric Exit Planning | John Brown, BEI
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. Only 20% of business owners have a formalized plan to transition ownership, but 100% will exit their company one day. John Brown, best selling exit planning author, started BEI in 1996 for the purpose of helping owners benefit from their lives’ work by supporting business advisors who share the same vision.
Succeed in Your Succession – Laurie Barkman | Pittsburgh Business Insights Podcast
Laurie visits Pittsburgh Business Insights to discuss her expertise as an exit planner and Certified Value Builder, the distinction between professional and personal readiness to sell, and her own podcast series’ recent milestone.
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 Michael Silverman, Dentons Cohen & Grigsby, discuss the strategic benefits of business transition planning to maximize enterprise value and exit options. Listen in to learn more about the differences between exit and succession planning and importance for your business. Be sure to learn more about the Business Advisory Group– a collaborative approach to exit and succession planning for business owners– and how they can help you get started.
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. And for 10 years, he did it all – from sales to operations and more. With the helpful guidance of trusted advisors, Nelson built a team and processes that enabled him to step back, a hard thing to do but has enabled their growth through acquisition. This approach has helped Full Sail Media grow from a small $400,000 print shop to a multifaceted marketing company that’s over $8 million in revenue. Make your business more attractive to a potential buyer, and listen to Nelson’s suggestions for what you should start doing today.
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. Laurie Barkman talks with M&A and boutique investment banker, Dave Eichenlaub from Confluence Advisors, about deal dynamics and what makes a business ready for sale. They explore what can make or sink a deal, and the role of trusted advisors to help bring it all together.
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. Kevin details his experience in building the business from scratch, running it for six years with...
E53: How to Make Winning Deals – Corey Kupfer
Successful M&A deals begin with a deal making mindset. Find out the measures you need to take to make a winning deal. Corey Kupfer is an expert strategist, deal-maker, attorney and consultant. He shares how his background in law ultimately...
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. Laurie talks with Paul Visokey, Founder and President of Stony Hill Advisors, about guiding entrepreneurs how to exit their business in the future and...
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. Dann Scheiferstein is a serial entrepreneur who scaled up and sold three companies. He would describe himself as being in the half that...
46: How To Avoid the Owner’s Trap – Lloyd Wolf
How can an owner hold back the value of the business? Lloyd Wolf built and successfully sold an IT Services business after realizing he was standing in the way of its success.
E45: AI Innovations | Neil Sahota
Listen to the audio: Neil Sahota helped create the artificial intelligence ecosystem that famously won Jeopardy called Watson. He's an IBM Master Inventor and artificial intelligence subject matter expert with the United Nations. Neil's written a...
E42: Be Your Own Culture Catalyst – Julie Ann Sullivan | Succession Stories with Laurie Barkman
https://youtu.be/bofPCTatoKw Laurie Barkman is joined by Julie Ann Sullivan, an international best-selling author, speaker, and business culture expert. What’s the big “why” around company culture? First it’s dollars. Morale and attitudes affect...
E41: Get Your Family Out of Your Head – Bonnie Artman Fox
https://youtu.be/Zd1KJZywAAo Did you know that unresolved conflict costs organizations about $359 billion in paid hours every year? Laurie Barkman talks withBonnie Artman Fox, author of How Did My Family Get In My Office? Bonnie is a workplace...
Succession Stories E39: Creating a Customer Culture – Dr. Kelly Henry
https://youtu.be/fP0tIbCtx8A In this episode of Succession Stories, Laurie Barkman is joined by Dr. Kelly Henry, a successful chiropractor and entrepreneur. Dr. Henry shares how a customer service culture led his practice to be among the top 10%...
E38: Building Your Competitive Moat with Phillip Swan
Listen to Succession Stories E38: https://youtu.be/2S6im5QWpN0 Want to differentiate your business? Build a competitive moat by mapping out your customers' journey to discover what matters most to them. Laurie Barkman, host of Succession Stories,...
E36: Avoiding Succession Planning Mistakes – Beth Armknect Miller
Listen to the episode: 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. This episode delivers insights how to prepare for...
E35: Defining Wealth – Robb McKinney, Bridgeview Wealth
Listen to the episode https://youtu.be/qf3Jys7JJKM 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...
E32: Building Your Employer Brand and Cultivating Culture – Tiffany Castagno, CEO CEPHR
Listen to the episode: 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 succession and transition...
E28: Creating a Global Franchise – Laura Coe, Snapology
Listen to the episode: 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 classroom. Laura shared how...
E26: M&A Deals and Transition Planning – Christopher Brodman, Metz Lewis
Listen to the Succession Stories podcast: https://youtu.be/tdSqUmrUGzE 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...
E25: Launching a Startup in a 90-Year Old Company – Janet Wischnia
Listen to the Succession Stories podcast: 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 “Made...
E22: Clearing Blurred Lines of Business Transition with Chris Chaney
Listen to the Succession Stories podcast: Laurie Barkman and Chris Chaney talk transition planning for business owners. Many owners do not yet have robust transition plans in place. It feels complicated because of blurred lines between personal...
E20: Shaping a Successful Next Act After the Sale – Evan J. Segal
Listen to the episode: 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 also tells how he created...
E19: Rediscovering Your Entrepreneurial Vision – Sean Ammirati
Listen to the episode: 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. Listen in as they discuss how...
E18: Ann Dugan – Enterprising Generations
Listen to the episode: 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 governance, and family...
E16: Controlling Your Destiny – Mary Richter, Schneider Downs
Listen to the episode: 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 planning and succession...
E14: 2nd Gen CEO Success From Turnaround to Strategic Sale – Dawn Fuchs Coleman
Listen to the episode: 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 expect it, leading a...
E10: Entrepreneurial Resilience – Len Caric, CEO Uncle Charley’s Sausage
Listen to the episode: 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 challenge. Listen in as...
E09: Avoiding Transition Pitfalls – Jason Seltzer, EHD
Listen to the episode here or in your favorite podcast software. 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...
E08: Addressing the Transition Dilemma – Joe Bute, Hollymead Capital
Listen to the full episode using the player below: 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? On this episode, we focus on liquidity options for family...
E07: Financial Succession Planning- Brian Baum, Business Transition Group
Listen to the full episode using the player below: 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...
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 Family Council Chair for ABARTA, a 3rd and 4th...
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 productivity consultant, specializing in project management, who helps clients ranging from small startups to multi-million dollar businesses save hundreds of hours and thousands of dollars. Over the last 10 years, Shanice has used her ability to identify operational inefficiencies and create solutions to not only help save her clients’ businesses (and hairlines), but to also fall in love with them again with simple, effective systems for hire.
112: Challenges of Entrepreneuring Families, Tsitsi Mutendi
Succession Stories host Laurie Barkman talks with Tsitsi Mutendi about addressing the challenges of Entrepreneuring families. Two past generations of her family were entrepreneurs but faced various challenges. Tsitsi did not inherit financial wealth but did inherit the entrepreneurial spirit to build three of her own businesses in Zimbabwe. She is motivated to help family-led companies with their family systems and business systems and be able to pass on their wealth— whether it’s wealth of knowledge, wealth of assets, or wealth of experience, from generation to generation.
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 Barkman for a conversation on moving businesses forward in the face of change.
106: How to Apply Warrior Principles To Your Business, Zachary Green
Zachary Green joins host Laurie Barkman to unpack how warrior principles can be applied to business. Zachary grew the company from the trunk of his car to over $30 million in organic sales. His book, Warrior Entrepreneur, revolves around the science of growth that comes from challenge and adversity. These hardships prepare you for your crucible- the crisis that changes your life’s trajectory.
105: Skills To Build Your Business Are Not Same To Sell It, Jeffrey Feldberg
Jeffrey Feldberg joins Laurie Barkman to discuss maximum-value exits. Jeffrey and his partners founded Embanet, an e-learning company, and when time came to sell, they rejected a seven-figure offer. Two years later, they sold for nine figures. Jeffrey shares insight on this remarkable achievement and how having an excellent team of trusted advisors can help maximize your business value.
101: Succession Stories Rewind, a Replay of Selected Guests
A rewind of the first 100 episodes of Succession Stories Podcast. Host Laurie Barkman shares favorite clips spotlighting key themes of the show: innovation, growth, and transition. Today’s Rewind topics include next generation leadership, corporate innovation, enterprise value scorecards, and succession.
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 and discuss more milestones to come.
97: Creating a Business That Can Thrive Without You, Meredith Meyer Grelli
Meredith Meyer Grelli, co-founder of Wigle Whiskey Distillery, joins host Laurie Barkman for a conversation on innovation. Including creating a robust product development process for growth, innovating from a people perspective, and setting up the organization for sustainable success.
95: When Highest Bidder Is Not Best Fit, Gabriela Isturiz
Gabriela Isturiz joins Laurie Barkman to discuss how she bootstrapped two SaaS legal tech companies and successfully sold them to Fortune 500 strategic buyers. She shared the M&A bid process used to generate multiple offers, and why the highest bidder is not always the best buyer for your company. Recently Gaby started a venture capital fund, The Fund XX, investing in the next generation of women-led startups.
94: Finding Purpose After Selling The Business – Sarah Dusek
Sarah Dusek shares her entrepreneurship journey as co-founder of Under Canvas to selling for over $100 million to a private equity firm. Sarah shares her experience how she grew the business through innovative marketing channels and differentiated experiences. Sarah also talks with Laurie Barkman about growth capital and the exit decisions they made, and challenges she experienced leaving the business. Now Sarah pays it forward by investing in women-led businesses in southern Africa empowering entrepreneurs to reach their full potential.
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 author of The Price Whisperer, joins Laurie Barkman to discuss the psychology of pricing, and impact on profitability, and company valuation.
80: Changing the Family Business Narrative | Daniel Van Der Vliet, Cornell University – Smith Family Business Initiative
Laurie Barkman sits down with Daniel Van Der Vliet from Cornell University to talk about some of the important trends facing family businesses like disruption, innovation, and how the next generation can help drive entrepreneurship and sustainability.
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 Consulting and other companies. Their businesses, which initially started as side hustles, allowed them to step away from their corporate careers, and developed 8 income streams bringing in over $3 million annually.
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. Danielle shares how she took an entrepreneurial leap from bootstrapping the company to growing to $4.5 million in revenues today. This insight-packed episode provides fresh ideas for scaling small businesses.
76: Growing Through the Pandemic | Stephanie Scheller
Looking to enhance and grow your business in 2022? Stephanie Scheller joins Laurie Barkman to discuss success in the face of disruption. Stephanie is the founder of Grow Disrupt, a marketing agency in Texas that grew by nearly 50% in 2020. How? By optimizing recruitment, offering packages that address customer needs, and improving the agency’s positioning.
Innovation, Growth and Selling the Family Business – Laurie Barkman on The Connected Generation Podcast
Laurie Barkman joins host Nike Anani on The Connected Generation Podcast Episode 100. Laurie discusses how as a “business transition sherpa” she advises business owners on having more valuable, sellable businesses. Listen in to this layered conversation on innovation, growth and selling the family business. Laurie comes with an invaluable perspective, as former CEO of a privately held company and as an Adjunct Professor of Entrepreneurship.
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. You've got a strong ability to influence customers, but you may be lowering your company's value. Amy Franko is a...
65: Moving Succession and Innovation Forward | Tricia Staible, Robinson Fans
Discover how a culture of curiosity promotes innovation at a sixth generation manufacturing company. Listen in as Tricia Staible, President of Robinson Fans, joins Laurie Barkman to discuss the importance of innovation and diversification for long-term growth.
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 Richardson, a professionally trained cultural anthropologist turned business strategist, about the importance of customer research. Understanding customer needs is a critical part of strategic planning and differentiating your business in an increasingly competitive market.
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. Kevin details his experience in building the business from scratch, running it for six years with...
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. Hal led a team of disabled veterans and civilians who competed...
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 company to the next level. In early 2020, the company launched an Innovation Lab and has started to implement digital transformation technologies to embrace disruptive change and invest in the future.
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. Now a globally recognized Data Scientist, Mathematician, and Psychologist, JT is regarded as one of the leading experts in applied artificial intelligence and cognitive computing. As a global entrepreneur, his focus is enabling small and mid-size companies to use data to protect and transform their businesses.
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. Tana shared her personal story about her teenage...
E45: AI Innovations | Neil Sahota
Listen to the audio: Neil Sahota helped create the artificial intelligence ecosystem that famously won Jeopardy called Watson. He's an IBM Master Inventor and artificial intelligence subject matter expert with the United Nations. Neil's written a...
Succession Stories E44: Identity Shifts | William and Christopher Yanakos – Reli
Stream the episode here, or find the show wherever you listen to podcasts. Watch the episode on YouTube and Subscribe to Succession Stories. https://www.youtube.com/watch?v=RmhFjBrI2O8&t=1s Laurie Barkman interviews William and Christopher...
E40: Sustainable Innovation | Kent Johnson – CEO, Highlights
Listen to the episode https://youtu.be/obro2oNedd0 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...
E38: Building Your Competitive Moat with Phillip Swan
Listen to Succession Stories E38: https://youtu.be/2S6im5QWpN0 Want to differentiate your business? Build a competitive moat by mapping out your customers' journey to discover what matters most to them. Laurie Barkman, host of Succession Stories,...
E34: Cheers to 10th Generation Innovation – Lisa Laird Dunn, Gerard Dunn, Laird & Co.
Listen to the podcast: Watch the episode teaser: https://youtu.be/UtBZ5ud_0kM 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...
E28: Creating a Global Franchise – Laura Coe, Snapology
Listen to the episode: 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 classroom. Laura shared how...
E25: Launching a Startup in a 90-Year Old Company – Janet Wischnia
Listen to the Succession Stories podcast: 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 “Made...
E23: The Power of Connecting with Lou Diamond
Listen to the Podcast: 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 year and not everyone is...
E21: Embracing a New Landscape | Elizabeth McCormick, UniGlobe Travel Designers
Listen to the episode: 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, relationships, and fresh...
E20: Shaping a Successful Next Act After the Sale – Evan J. Segal
Listen to the episode: 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 also tells how he created...
E19: Rediscovering Your Entrepreneurial Vision – Sean Ammirati
Listen to the episode: 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. Listen in as they discuss how...
E12: Leading From Disaster to Transformation – Will Knecht, Wendell August
Listen to the episode: 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 fire nearly destroyed...
E11: Investing in Family Businesses and Emerging Entrepreneurs – Bobby Zappala & Andy Ellis
Listen to the episode: 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-term growth and the...
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 Tepper classroom as an instructor. It was a...
E06: Succession and Innovation as 6th Gen Entrepreneur with Michael Schoedinger and Jill Hofmans
Listen to the episode: 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 Center for Family...
E05: Ageless Startup, Author Rick Terrien
Listen to the full episode using the player below: 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...
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 podcast. In his presentation, Tony discussed his...
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 important for business owners to have a thoughtful...
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 productivity consultant, specializing in project management, who helps clients ranging from small startups to multi-million dollar businesses save hundreds of hours and thousands of dollars. Over the last 10 years, Shanice has used her ability to identify operational inefficiencies and create solutions to not only help save her clients’ businesses (and hairlines), but to also fall in love with them again with simple, effective systems for hire.
112: Challenges of Entrepreneuring Families, Tsitsi Mutendi
Succession Stories host Laurie Barkman talks with Tsitsi Mutendi about addressing the challenges of Entrepreneuring families. Two past generations of her family were entrepreneurs but faced various challenges. Tsitsi did not inherit financial wealth but did inherit the entrepreneurial spirit to build three of her own businesses in Zimbabwe. She is motivated to help family-led companies with their family systems and business systems and be able to pass on their wealth— whether it’s wealth of knowledge, wealth of assets, or wealth of experience, from generation to generation.
111: Don’t Wait To Plan Your Exit Strategy, Bill Prinzivalli
Executive coach and organizational consultant, Bill Prinzivalli, joins Succession Stories host Laurie Barkman to discuss why your entrepreneurial journey is not just the start but also the exit. Bill grew a software company to a $30 million valuation but eventually, the doors of opportunity closed and so did the company. Bill shares the highs and lows of his journey and lessons learned along the way.
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 Barkman for a conversation on moving businesses forward in the face of change.
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 episode. Topics include building a more sellable business with Jeffrey Feldberg, how to value a business with Fred Kaplan and Kristi Poszlusny, and spotting hidden risk factors in business transferability with Rebecca Monet.
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 journeyman entrepreneur. This episode illuminates the appreciation we might have about the value of learning from other entrepreneurs and how to deal with issues at different parts of your journey.
107: Making Your Business Transferable, Rebecca Monet
Rebecca Monet joins host Laurie Barkman to share her story about building businesses, letting go, and tough lessons she learned along the way. Rebecca is the CEO and Chief Scientist of Zorakle Profiles. With her prior company, she developed intellectual property that fostered sales growth and a strong client relationship. What could have become a channel of growth unexpectedly became her biggest risk.
106: How to Apply Warrior Principles To Your Business, Zachary Green
Zachary Green joins host Laurie Barkman to unpack how warrior principles can be applied to business. Zachary grew the company from the trunk of his car to over $30 million in organic sales. His book, Warrior Entrepreneur, revolves around the science of growth that comes from challenge and adversity. These hardships prepare you for your crucible- the crisis that changes your life’s trajectory.
105: Skills To Build Your Business Are Not Same To Sell It, Jeffrey Feldberg
Jeffrey Feldberg joins Laurie Barkman to discuss maximum-value exits. Jeffrey and his partners founded Embanet, an e-learning company, and when time came to sell, they rejected a seven-figure offer. Two years later, they sold for nine figures. Jeffrey shares insight on this remarkable achievement and how having an excellent team of trusted advisors can help maximize your business value.
Disruptive Successor Show – Business Transition with Jonathan Goldhill
Surround yourself with equally skilled people to plan your exit. Laurie Barkman joins the Disruptive Successor Podcast to discuss business transitions.
103: Don’t Ignore The Ultimate Finish Line with Mark Fujiwara, Baird
Business owners race hard to maximize monetary returns, but is it the ultimate finish line? This week on Succession Stories, Mark Fujiwara joins Laurie Barkman for a conversation about the succession journey. Mark Fujiwara is a Director at Baird, bringing solutions to 8-figure and 9-figure families and businesses.
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. She’s the host of The Connected Generation, a top 10 podcast for family enterprises globally. Nike joins Laurie Barkman for a conversation on how families can better connect, collaborate, and create to encourage diversity of thought to co-create the businesses of the future that they envision.
101: Succession Stories Rewind, a Replay of Selected Guests
A rewind of the first 100 episodes of Succession Stories Podcast. Host Laurie Barkman shares favorite clips spotlighting key themes of the show: innovation, growth, and transition. Today’s Rewind topics include next generation leadership, corporate innovation, enterprise value scorecards, and succession.
99: Succession of Culture After Tragedy Strikes, Jennifer Ake Marriott
How do you handle unexpected tragedy when an owner passes away? Jennifer Ake Marriott joins host Laurie Barkman to share her experience with two companies that went through unexpected succession, what helped the companies move forward, and what derailed progress. This episode will help you think about business continuity and how to mitigate risks of an unexpected transition.
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, and having an exit door if things go sideways.
97: Creating a Business That Can Thrive Without You, Meredith Meyer Grelli
Meredith Meyer Grelli, co-founder of Wigle Whiskey Distillery, joins host Laurie Barkman for a conversation on innovation. Including creating a robust product development process for growth, innovating from a people perspective, and setting up the organization for sustainable success.
91: Profit Comes First, Rocky Lalvani The Profit Answer Man
Learn the secrets of putting profits first with Rocky Lalvani, The Profit Answer Man. Host Laurie Barkman talks with Rocky about how business owners can learn what's actually happening in your business, so you know whether or not you're profitable....
80: Changing the Family Business Narrative | Daniel Van Der Vliet, Cornell University – Smith Family Business Initiative
Laurie Barkman sits down with Daniel Van Der Vliet from Cornell University to talk about some of the important trends facing family businesses like disruption, innovation, and how the next generation can help drive entrepreneurship and sustainability.
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 takes a people first approach in driving organizational performance. Listen in as Laurie Barkman and Alisa talk about why it’s more important than ever to put your company values into practice to drive retention and foster a healthy and productive work environment.
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 Richardson, a professionally trained cultural anthropologist turned business strategist, about the importance of customer research. Understanding customer needs is a critical part of strategic planning and differentiating your business in an increasingly competitive market.
E53: How to Make Winning Deals – Corey Kupfer
Successful M&A deals begin with a deal making mindset. Find out the measures you need to take to make a winning deal. Corey Kupfer is an expert strategist, deal-maker, attorney and consultant. He shares how his background in law ultimately...
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 company to the next level. In early 2020, the company launched an Innovation Lab and has started to implement digital transformation technologies to embrace disruptive change and invest in the future.
E40: Sustainable Innovation | Kent Johnson – CEO, Highlights
Listen to the episode https://youtu.be/obro2oNedd0 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...
E36: Avoiding Succession Planning Mistakes – Beth Armknect Miller
Listen to the episode: 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. This episode delivers insights how to prepare for...
E26: M&A Deals and Transition Planning – Christopher Brodman, Metz Lewis
Listen to the Succession Stories podcast: https://youtu.be/tdSqUmrUGzE 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...
E25: Launching a Startup in a 90-Year Old Company – Janet Wischnia
Listen to the Succession Stories podcast: 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 “Made...
E19: Rediscovering Your Entrepreneurial Vision – Sean Ammirati
Listen to the episode: 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. Listen in as they discuss how...
E17: Strategic Planning for Succession, Bradley Franc | Season 1 Finale
Listen to the episode: 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 part of strategic...
E12: Leading From Disaster to Transformation – Will Knecht, Wendell August
Listen to the episode: 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 fire nearly destroyed...
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 Family Council Chair for ABARTA, a 3rd and 4th...
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