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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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152: Why Your Company Needs a Board, Ralph Ward

152: Why Your Company Needs a Board, Ralph Ward

Ralph Ward is the editor of the Corporate Board Magazine and an expert in corporate governance. He’s the author of six books on corporate governance and board issues. I asked him to join me on the sh…

00:27:15  |   Tue 12 Mar 2024
150: How To Build a Scalable Business with Alex Neist, Founder of Hostage Tape

150: How To Build a Scalable Business with Alex Neist, Founder of Hostage Tape

Welcome back to the Succession Stories podcast. If you’re not already, please give me a follow on LinkedIn and Instagram @lauriebarkman. Be sure to subscribe, and if you enjoy the show, please leave …

01:00:45  |   Mon 04 Mar 2024
151: Avoid Burnout: Top Tips For Entrepreneurial Success, Cesar Quintero

151: Avoid Burnout: Top Tips For Entrepreneurial Success, Cesar Quintero

Succession Stories host Laurie Barkman, The Business Transition Sherpa™, welcomes Cesar Quintero, a serial entrepreneur in the foodservice industry.

At age 24, Cesar moved to Miami given the economic…

00:36:59  |   Sun 03 Mar 2024
149: How To Have Tough Succession Conversations, Jane Hanson

149: How To Have Tough Succession Conversations, Jane Hanson

Succession Stories host Laurie Barkman, The Business Transition Sherpa®, welcomes Jane Hanson, a nine-time Emmy award winning correspondent. She has an amazing resume as a network co-anchor in New Yo…

00:32:22  |   Sun 04 Feb 2024
148: How to Spot Sales Risk in Your Succession Plan with David Newman

148: How to Spot Sales Risk in Your Succession Plan with David Newman

Succession Stories host Laurie Barkman, The Business Transition Sherpa®, welcomes David Newman, author of the business bestseller "Do It! Marketing" and his new book, "Do It! Selling." He's the found…

00:25:41  |   Tue 30 Jan 2024
147: How to Talk with Family about Business Ownership Succession, Matt DiFrancesco

147: How to Talk with Family about Business Ownership Succession, Matt DiFrancesco

Succession Stories host Laurie Barkman, The Business Transition Sherpa®, welcomes Matt DiFrancesco, Principal of HighLift Financial, and host of the "Your Business, Your Life" podcast. 

Laurie and Ma…

00:32:52  |   Mon 29 Jan 2024
146: Tax Strategies to Consider When Selling a Business, Ross Brannon

146: Tax Strategies to Consider When Selling a Business, Ross Brannon

Succession Stories host Laurie Barkman, The Business Transition Sherpa®, welcomes Ross Brannon, Tax Shelter and Private Equity Consultant at CoastalOne.

Ross joined Laurie for a conversation about ta…

00:31:47  |   Wed 24 Jan 2024
145: Your Kids Want Your Wealth, Not Your Business, Elliott H. Kallen

145: Your Kids Want Your Wealth, Not Your Business, Elliott H. Kallen

Succession Stories host Laurie Barkman, The Business Transition Sherpa(™), welcomes Elliot H. Kallen, President of Prosperity Financial Group, a financial planning and advising firm. Elliot is a thre…

00:38:08  |   Sun 14 Jan 2024
144: How Will Your Company Be Remembered? Rocco Cozza

144: How Will Your Company Be Remembered? Rocco Cozza

Succession Stories host Laurie Barkman, The Business Transition Sherpa(™), welcomes Rocco Cozza, Founder and Managing Partner of Cozza Law Group, for a conversation spotlighting a topic owners may be…

00:24:03  |   Sun 07 Jan 2024
143: Benefits of Strategic Planning For Transition, John Denny

143: Benefits of Strategic Planning For Transition, John Denny

Succession Stories host Laurie Barkman, The Business Transition Sherpa(™), welcomes John Denny, Principal of Denny Civic Solutions and the first client Laurie brought onto the show.

In this episode, …

00:27:36  |   Sun 17 Dec 2023
142: Post-Transaction Tax Strategies, Chuck Goldblum

142: Post-Transaction Tax Strategies, Chuck Goldblum

Succession Stories host Laurie Barkman, The Business Transition Sherpa(™), welcomes Chuck Goldblum, Founder and Financial Strategist of Hurley Capital.

Today's episode is critical if you’re planning …

00:21:50  |   Sun 03 Dec 2023
141: Winning at Organic Growth with Shawn O'Malley at

141: Winning at Organic Growth with Shawn O'Malley at "We Study Markets"

Succession Stories host Laurie Barkman, The Business Transition Sherpa™, welcomes Shawn O’Malley, Chief Editor and Financial Writer for "We Study Markets" at The Investor's Podcast Network. 

“We Stud…

00:27:36  |   Tue 21 Nov 2023
140: Exploring Ownership Succession and Legacy with Ken Rusk

140: Exploring Ownership Succession and Legacy with Ken Rusk

Succession Stories host Laurie Barkman, The Business Transition Sherpa™, welcomes Ken Rusk, founder of Rusk Industries. 

Ken's journey is a blueprint for blue-collar entrepreneurship. He’s on a missi…

00:33:09  |   Sun 19 Nov 2023
139: How Transferable Are Your Business Assets? Heather Pearce Campbell

139: How Transferable Are Your Business Assets? Heather Pearce Campbell

Succession Stories host Laurie Barkman, The Business Transition Sherpa(™), welcomes Heather Pearce Campbell, The Legal Website Warrior. Heather equips entrepreneurs with tools to champion positive ch…

00:37:36  |   Sun 12 Nov 2023
138: How To Maximize Wealth and Your Legacy, Tim Scannell

138: How To Maximize Wealth and Your Legacy, Tim Scannell

Succession Stories host Laurie Barkman, The Business Transition Sherpa(TM), welcomes Tim Scannell, Managing Director, Partner at Hightower Great Lakes. Tim is the Managing Director at Hightower Great…

00:18:45  |   Sun 05 Nov 2023
137: Planning for the Unexpected In Your Business, Pat Ennis

137: Planning for the Unexpected In Your Business, Pat Ennis

Succession Stories host, Laurie Barkman, is joined by Pat Ennis, Founder of Ennis Legacy Partners. With decades of experience in financial services, Pat has extensive understanding of the challenges …

00:32:22  |   Sun 29 Oct 2023
136: Reasons Why Your Business Won't Sell and What To Fix Now, Christine Nicholson

136: Reasons Why Your Business Won't Sell and What To Fix Now, Christine Nicholson

A majority of small businesses that intend to exit don’t actually sell. A big reason is owner-dependency. A business that can’t thrive without its owner will likely be less desirable to buyers.

Liste…

00:33:03  |   Mon 23 Oct 2023
135: Turning Down Family Business Succession, Pete Walsh

135: Turning Down Family Business Succession, Pete Walsh

Pete Walsh is a Master Coach and a trusted advisor who brings real-life lessons to his family business and executive clients. Pete is the first guest on Succession Stories who turned down next genera…

00:38:09  |   Sun 15 Oct 2023
134: How Business Owners Capitalize Retirement, Christopher Panagiotu

134: How Business Owners Capitalize Retirement, Christopher Panagiotu

Christopher A. Panagiotu is a respected financial author, podcaster, and trusted wealth manager. His financial planning business in Washington state, CAPitalize Your Finances, led him to create a pod…

00:36:50  |   Sun 08 Oct 2023
133: Don’t Stand In The Way of Your Business Growth and Transition, Rick Vanasse

133: Don’t Stand In The Way of Your Business Growth and Transition, Rick Vanasse

Rick Vanasse advises CEOs and rising leaders as Chair with Vistage, a global membership organization. He’s like a CEO whisperer, creating space for leaders to address strategic questions from an orga…

00:41:45  |   Sun 01 Oct 2023
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