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Succession Stories - Podcast

Succession Stories

Succession Stories is an award-winning podcast guiding entrepreneurs from transition to transaction hosted by Laurie Barkman, The Business Transition Sherpa®.

Succession Stories explores the entrepreneurial stages of a business from growth to maturity focusing on value creation, exit planning, succession, and M&A for owner-led companies.

If you are an entrepreneur looking for inspiration to create a more valuable business, or an owner who wants to figure out the best way to transition or sell their closely held company, this podcast is for you.

Hosted by Laurie Barkman, Amazon best-selling author of "The Business Transition Handbook: How to Avoid Transition Pitfalls and Create Valuable Exit Options."

Learn more about strategic transition planning by visiting: https://btsherpa.com

Innovation Entrepreneur Entrepreneurship Business
Update frequency
every 8 days
Average duration
35 minutes
Episodes
213
Years Active
2020 - 2025
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32: Building Your Employer Brand and Cultivating Culture - Tiffany Castagno, CEPHR

32: Building Your Employer Brand and Cultivating Culture - Tiffany Castagno, CEPHR

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

00:28:23  |   Tue 02 Feb 2021
31: How To Build and Sustain a Successful Enduring Enterprise - Josh Baron, BanyanGlobal

31: How To Build and Sustain a Successful Enduring Enterprise - Josh Baron, BanyanGlobal

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 to some…

00:54:28  |   Tue 19 Jan 2021
30: What's Next Series | David Gamble - Redefining Success After the NFL

30: What's Next Series | David Gamble - Redefining Success After the NFL

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

00:45:56  |   Tue 12 Jan 2021
29: CEO Succession and Letting Go - Bruce Walton, Battalia Winston

29: CEO Succession and Letting Go - Bruce Walton, Battalia Winston

I invited listeners to submit questions and a few were about CEO succession.

To explore this topic, I invited Bruce Walton onto the show.

Bruce is a Partner at Battalia Winston, one of the world’s la…

00:38:44  |   Tue 05 Jan 2021
28: Creating a Global Franchise - Laura Coe, Snapology

28: Creating a Global Franchise - Laura Coe, Snapology

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

00:35:38  |   Tue 22 Dec 2020
27: What's Next Series | Jeffrey K. Walker - From Vetrepreneur to Authorpreneur

27: What's Next Series | Jeffrey K. Walker - From Vetrepreneur to Authorpreneur

The Succession Stories "What's Next Series" features conversations with entrepreneurs about changes in their life and their business. Laurie Barkman speaks with Jeffrey K. Walker, Air Force Veteran a…

00:34:41  |   Wed 16 Dec 2020
26: M&A Deals and Transition Planning - Christopher Brodman, Metz Lewis

26: M&A Deals and Transition Planning - Christopher Brodman, Metz Lewis

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

00:49:03  |   Tue 08 Dec 2020
E25: Launching a Startup in a 90-Year Old Company - Janet Wischnia

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

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

00:40:36  |   Tue 24 Nov 2020
24: Introducing the What's Next Series | Cheryl Fields

24: Introducing the What's Next Series | Cheryl Fields

Introducing the What's Next Series, a new monthly segment of the Succession Stories Podcast spotlighting transitions. Succession - in business and in life - is about transitions and how you embrace "…

00:21:33  |   Thu 19 Nov 2020
23: The Power of Connecting with Lou Diamond

23: The Power of Connecting with Lou Diamond

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

00:43:39  |   Tue 17 Nov 2020
22: Clearing Blurred Lines of Business Transition with Chris Chaney

22: Clearing Blurred Lines of Business Transition with Chris Chaney

Laurie Barkman and Chris Chaney from Fort Pitt Capital talk about transition planning for business owners. Many owners do not yet have robust transition plans in place. It may feel complicated becaus…

00:37:12  |   Sun 08 Nov 2020
21: Embracing a New Landscape - Elizabeth Blount McCormick

21: Embracing a New Landscape - Elizabeth Blount McCormick

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,…

00:38:06  |   Tue 27 Oct 2020
20: Shaping a Successful Next Act After the Sale - Evan J. Segal, 412 Venture Fund

20: Shaping a Successful Next Act After the Sale - Evan J. Segal, 412 Venture Fund

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 h…
00:42:49  |   Tue 13 Oct 2020
19: Rediscovering Your Entrepreneurial Vision with Sean Ammirati

19: Rediscovering Your Entrepreneurial Vision with Sean Ammirati

Shift your focus from maintaining your business to reimagining. Laurie Barkman is joined by Sean Ammirati, Co-Founder and Director of the Corporate Startup Lab and Partner at Birchmere Ventures. List…
00:39:56  |   Tue 29 Sep 2020
18: Ann Dugan - Enterprising Generations

18: Ann Dugan - Enterprising Generations

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 philanthropy ste…

00:44:59  |   Tue 15 Sep 2020
17: Strategic Planning for Succession, Bradley Franc | Season 1 Finale

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

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

00:26:47  |   Tue 04 Aug 2020
16: Controlling Your Destiny - Mary Richter, Schneider Downs

16: Controlling Your Destiny - Mary Richter, Schneider Downs

Mary Richter is a Shareholder at Schneider Downs, one of the 60 largest accounting and business advisory firms in the United States. Mary was a catalyst for formalizing a practice group for exit plan…
00:36:47  |   Tue 28 Jul 2020
E15: Ups and Downs After the Sale - Doug Austin, James Austin Company

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

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

00:40:30  |   Tue 21 Jul 2020
14: 2nd Gen CEO Success From Turnaround to Strategic Sale - Dawn Fuchs Coleman

14: 2nd Gen CEO Success From Turnaround to Strategic Sale - Dawn Fuchs Coleman

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

00:43:00  |   Tue 14 Jul 2020
13: Search Fund Acquisitions - Jamie Van Buren, Generational Transfer Entrepreneurs

13: Search Fund Acquisitions - Jamie Van Buren, Generational Transfer Entrepreneurs

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

00:44:05  |   Tue 07 Jul 2020
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