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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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132: Should You Keep or Leave Your Business and Other Soul-Searching Questions, Brian Trzcinski

132: Should You Keep or Leave Your Business and Other Soul-Searching Questions, Brian Trzcinski

This episode provides great questions to help you think about what can protect your business and create wealth. Brian Trzcinski, Director of Business Market Development with MassMutual, joins host La…

00:31:53  |   Sun 24 Sep 2023
131: How Sibling Rivalry Disrupted Succession of This Family Business, Eva Fischer

131: How Sibling Rivalry Disrupted Succession of This Family Business, Eva Fischer

When it comes to family business succession, will dysfunction prevail? Eva Fischer was the chair of the family business, Brunata, one of Scandinavia's largest clean-tech companies, and at the helm du…

00:37:14  |   Sun 10 Sep 2023
130: Get Intentional With Your Business Legacy, John Lee Dumas @EOFire [Legacy Series]

130: Get Intentional With Your Business Legacy, John Lee Dumas @EOFire [Legacy Series]

If you’re a fan of business podcasts, you might know the name John Lee Dumas (JLD), founder and host of the award-winning show, Entrepreneurs on Fire. Since launching in 2012, JLD has interviewed ove…

00:16:17  |   Sat 09 Sep 2023
129: Original Maroon 5 Drummer Ryan Dusick Talks About His Exit and Finding Recovery

129: Original Maroon 5 Drummer Ryan Dusick Talks About His Exit and Finding Recovery

Ryan Dusick is the founding drummer of Maroon 5, one of the world’s most popular bands. In the nineties, Ryan and his high school buddies Adam Levine and Jesse Carmichael dreamed about making it big……

01:33:17  |   Mon 04 Sep 2023
128: [LEGACY SERIES] How This Entrepreneur Is Planning His Future Exit and Benefiting From Talking About It, Bill Spohn

128: [LEGACY SERIES] How This Entrepreneur Is Planning His Future Exit and Benefiting From Talking About It, Bill Spohn

When is the right time to transition your business? Bill Spohn, President and Owner of TruTech Tools, plans to retire in three years. TruTech Tools is an award-winning e-commerce reseller of tools an…

00:34:01  |   Sat 02 Sep 2023
127: Telling Stories of Smaller Companies That Sell, Alexis Grant with They Got Acquired

127: Telling Stories of Smaller Companies That Sell, Alexis Grant with They Got Acquired

What do small business owners wish they had done differently before selling? While the attention on billion dollar mergers and acquisitions, detailed information about acquisitions of smaller busines…

00:24:13  |   Sun 27 Aug 2023
126: Ownership Succession: Why It's Hard to Walk Away Financially and What to Do About It - Regina Beatty

126: Ownership Succession: Why It's Hard to Walk Away Financially and What to Do About It - Regina Beatty

Are you prepared for the emotional realities of succession planning? Regina Beatty, an advisor with the financial planning group, Heritage Financial Consultants, joins Laurie Barkman on Succession St…

00:29:27  |   Sun 20 Aug 2023
125: The Ownership Journey and Life After The Deal with Bruce Werner

125: The Ownership Journey and Life After The Deal with Bruce Werner

If your goal in life is to have no regrets, what are the things you need to address now to be happy about your business transition? Bruce Werner, family business advisor and author of “The Ownership …

00:38:25  |   Sun 13 Aug 2023
124: How to Create Value with Million Dollar Ideator Mike Stemple

124: How to Create Value with Million Dollar Ideator Mike Stemple

For any business, regardless of size, innovation is an essential part of growth. We live in the age of entrepreneurs who are disrupting large companies more than the large companies are disrupting ea…

00:44:22  |   Sun 06 Aug 2023
123: Reward and Retain Key Employees to Maximize Exit Value and Transition Options - Anna Felix, StrongHold Wealth Partners

123: Reward and Retain Key Employees to Maximize Exit Value and Transition Options - Anna Felix, StrongHold Wealth Partners

The earlier you plan for life after exiting your business, the more successful your transition will be. Determine your post-exit goals and work towards a number that helps you achieve your preferred …

00:27:19  |   Sun 23 Jul 2023
122: How to Buy a Company as an Acquisition Entrepreneur - Ben Rizzo, Hartwood Point

122: How to Buy a Company as an Acquisition Entrepreneur - Ben Rizzo, Hartwood Point

Ben Rizzo, Founder of Hartwood Point, makes direct private investments across the US and UK, primarily in operator-led buyouts. Ben talks with Succession Stories host, Laurie Barkman, about acquisiti…

00:40:19  |   Tue 04 Jul 2023
121: It’s the Net Number That Counts. Tax Strategies to Consider When Selling a Business, Joel Valentine and Christoper Weir, Wessel and Company CPA

121: It’s the Net Number That Counts. Tax Strategies to Consider When Selling a Business, Joel Valentine and Christoper Weir, Wessel and Company CPA

When selling your business, it’s the net number that counts. Succession Stories host Laurie Barkman focuses on tax strategies to consider when selling a business and speaks with two colleagues from W…

00:44:04  |   Sun 25 Jun 2023
120: What Will You Do After You Leave Your Business? Laurie Barkman, The Business Transition Sherpa

120: What Will You Do After You Leave Your Business? Laurie Barkman, The Business Transition Sherpa

Solocast with Laurie Barkman, show host and business transition sherpa. Laurie discusses a critical owner succession pitfall to avoid. You don't know what you will do after you leave the business. Pe…

00:26:48  |   Fri 16 Jun 2023
119: Evaluating Your Business to Find the Right Buyers, Tim Tannert

119: Evaluating Your Business to Find the Right Buyers, Tim Tannert

What is it like to sell your same business twice? As CEO of a pharmacy software company, Tim Tannert led the business through two successful transactions. Key to their success was having a differenti…

00:28:43  |   Sun 04 Jun 2023
118: Exit Planning Isn’t About Money, It's About People - Misty See Meschter and Don See, Pass It On Inc.

118: Exit Planning Isn’t About Money, It's About People - Misty See Meschter and Don See, Pass It On Inc.

Most successful business owners spend their time running their business. Their expertise is not planning how to exit, or planning what might happen to the company, their family, employees or customer…

00:43:04  |   Sun 21 May 2023
117: Who Wants to Run a Company That Can Thrive Without You? Laurie Barkman Solocast

117: Who Wants to Run a Company That Can Thrive Without You? Laurie Barkman Solocast

Solocast with Laurie Barkman, show host and business transition sherpa. In this solocast, Laurie talks about her new book, "The Business Transition Handbook," and discusses a critical owner successio…

00:16:43  |   Mon 01 May 2023
116: Simple Ways To Improve Cash Flow That Work For Small Business Owners, Cliff Spolander

116: Simple Ways To Improve Cash Flow That Work For Small Business Owners, Cliff Spolander

When it comes to evaluating the risk profile of a business, buyers look at the potential pitfalls starting with cash flow. Cliff Spolander, author of The Cash Flow Code, is the CEO of Business By Des…

00:36:45  |   Sun 09 Apr 2023
115: From US Army Veteran to Medical Device Entrepreneur, Stephen Bollinger

115: From US Army Veteran to Medical Device Entrepreneur, Stephen Bollinger

US Army Veteran Stephen Bollinger is a serial entrepreneur in the medical device industry. Stephen’s superpower is discovering market opportunities to help people live better lives. During his career…

00:41:32  |   Sun 26 Mar 2023
114: Automate Processes to Create Value, Shanice Miller

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 productivi…

00:25:04  |   Sun 12 Mar 2023
113: Avoiding Transition Pitfalls with Laurie Barkman, The Business Transition Sherpa

113: Avoiding Transition Pitfalls with Laurie Barkman, The Business Transition Sherpa

In today's solocast, I discuss topics from my upcoming book, The Business Transition Handbook The focus of the book is how to avoid succession pitfalls. Prepare yourself and your company to minimize …

00:30:24  |   Sun 05 Mar 2023
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