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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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92: The Paradox of Pricing Power: Ask More, Earn More - Per Sjöfors

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 is the author of The Price Whisperer and CEO of Sjöfors & Partners. Per ha…

00:32:01  |   Sun 15 May 2022
91: Profit Comes First, Rocky Lalvani The Profit Answer Man

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 busine…

00:31:23  |   Sat 07 May 2022
90: Exit Your Business and Launch Your Future Self, Jerry Cahn Ph. D

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. Often our personal identity is intertwined with our business identity. When you…

00:35:57  |   Sun 01 May 2022
89: Make Your Business Independent of You. Scott Snider, Exit Planning Institute

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 (EPI), educates professional advisors and business owners around th…
00:30:05  |   Sun 24 Apr 2022
88: How to Turn Failure Into Transformative Success, Nicole Jansen

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, t…

00:44:15  |   Sun 17 Apr 2022
87: Hope is Not a Plan for Exit Success, Marcia Riner

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. Now as a business gro…

00:24:23  |   Sun 10 Apr 2022
86: How to Prepare for Sell Side Diligence - Jeffrey Ford, Grossman Yanak + Ford

86: How to Prepare for Sell Side Diligence - Jeffrey Ford, Grossman Yanak + Ford

This episode focuses on what it takes to get a business ready for a sale, and how business owners can prepare for what might be one of the most important days of your life. Laurie Barkman hosts Jeffr…

00:32:41  |   Sun 03 Apr 2022
85: Make Your Business Transferable to Increase Value, Nana Bonsu

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…
00:20:39  |   Sun 27 Mar 2022
84: Pitfalls to Avoid When Selling Your Business - Paul Visokey, Stony Hill Advisors

84: Pitfalls to Avoid When Selling Your Business - Paul Visokey, Stony Hill Advisors

There are numerous pitfalls that can derail the process when selling your business. It’s an intensive undertaking that requires the right team of collaborators to guarantee success. Paul Visokey, Pr…

00:35:18  |   Sun 20 Mar 2022
83: Family Office Investment Trends, Mark Brandt RSM

83: Family Office Investment Trends, Mark Brandt RSM

More than 13,000 Family Offices exist in the US, preserving the legacy and investments of the original family enterprise. Many see direct investment as a way to tap into the entrepreneurial DNA that …

00:33:03  |   Sun 13 Mar 2022
82: Selling Your Company - John Warrillow, Author, Built to Sell and Founder, The Value Builder System

82: Selling Your Company - John Warrillow, Author, Built to Sell and Founder, The Value Builder System

Host Laurie Barkman talks with John Warrillow, best selling author of Built to Sell, Built to Sell Radio, and Founder of The Value Builder System, a company that provides business owners with a prove…

00:45:17  |   Sun 06 Mar 2022
81: How to Productize Your Services - Andy Cabasso

81: How to Productize Your Services - Andy Cabasso

How can a services business drive recurring revenue? Andy Cabasso co-founded JurisPage, a marketing services company with a niche audience- specializing in technology and practice management software…

00:43:26  |   Mon 28 Feb 2022
80: Changing the Family Business Narrative | Daniel Van Der Vliet, Cornell University - Smith Family Business Initiative

80: Changing the Family Business Narrative | Daniel Van Der Vliet, Cornell University - Smith Family Business Initiative

In the US, there are 32 million family owned businesses. Popular media often depicts family businesses in a less than favorable light…think Arrested Development, Dallas, Succession, and of course, Ho…

00:31:11  |   Sun 20 Feb 2022
79: Don't Fail to Plan Your Exit | Mark Kravietz, Aline Wealth

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 d…

00:33:35  |   Sun 13 Feb 2022
78: Finding Time Wealth | Craig Clickner and Carrie Bohlig, Tandem Consulting

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 …

00:29:18  |   Sun 06 Feb 2022
77: Scaling Small Businesses | Danielle Cuomo, CEO Virtual Assist USA

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 t…

00:19:12  |   Sun 30 Jan 2022
76: Growing Through the Pandemic | Stephanie Scheller

76: Growing Through the Pandemic | Stephanie Scheller

Looking to enhance and grow your business in 2022? This week on Succession Stories, Stephanie Scheller joins Laurie Barkman to discuss success in the face of disruption. Stephanie is the founder of G…

00:34:09  |   Sun 23 Jan 2022
75: How Transition Readiness Maximizes Value - Laurie Barkman + Chris Brodman

75: How Transition Readiness Maximizes Value - Laurie Barkman + Chris Brodman

We kick off 2022 with a spotlight on business transitions. Why maximizing your business today can help you prepare for an exit on your terms tomorrow. This episode features an insightful presentation…

00:20:29  |   Sun 16 Jan 2022
74: Obsession with Succession - Beth Miller

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. How do you create a successi…

00:29:53  |   Sun 12 Dec 2021
73: Launching a Family Office with Alex Panosian, CW Growth Partners

73: Launching a Family Office with Alex Panosian, CW Growth Partners

In the M&A deal ecosystem different types of buyers have different motivations. Family offices are known to have a long time horizon and offer flexibility during acquisition. Alex Panosian is a co-fo…

00:33:49  |   Sun 05 Dec 2021
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