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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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52: Monetizing Your Business Through M&A | Paul Visokey, Stony Hill Advisors

52: 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 entrepren…

00:12:56  |   Mon 28 Jun 2021
51: Unpacking Fear | World's Toughest Race - Hal Riley, Captain Team Unbroken

51: Unpacking Fear | World's Toughest Race - Hal Riley, Captain Team Unbroken

Listen in to this special "What's Next" 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 …

01:12:09  |   Tue 22 Jun 2021
50: Next Gen Corporate Innovation | Karen Norheim

50: Next Gen Corporate Innovation | Karen Norheim

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…

00:43:26  |   Tue 08 Jun 2021
49: Intersection of Technology and Psychology | Dr. JT Kostman

49: 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.…

00:45:31  |   Tue 01 Jun 2021
48: Planning to Sell Your Company - Dann Scheiferstein

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…
00:40:48  |   Tue 25 May 2021
47: What's Next Series | Tana Greene - Finding Your Voice

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…

00:39:11  |   Thu 20 May 2021
46: How To Avoid the Owner's Trap - Lloyd Wolf

46: How To Avoid the Owner's Trap - Lloyd Wolf

Lloyd Wolf started his consulting business in 1989. Over 30 years he grew Wolf Consulting from a one-man show to a leading regional provider of computer support and cloud services. Lloyd talked with …

00:42:13  |   Tue 18 May 2021
45: AI Innovation | Neil Sahota

45: AI Innovation | Neil Sahota

Laurie Barkman talks with Neil Sahota. Neil helped create the artificial intelligence ecosystem that famously won Jeopardy called Watson. He's an IBM Master Inventor and artificial intelligence subje…

00:31:05  |   Tue 11 May 2021
43: Debunking ESOP Myths | Kristy Britsch

43: Debunking ESOP Myths | Kristy Britsch

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 Instagram - or financial buyers like pr…

00:40:04  |   Tue 27 Apr 2021
42: Be Your Own Culture Catalyst | Julie Ann Sullivan

42: Be Your Own Culture Catalyst | Julie Ann Sullivan

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…
00:37:19  |   Tue 20 Apr 2021
41: Get Your Family Out of Your Head | Bonnie Artman Fox

41: Get Your Family Out of Your Head | Bonnie Artman Fox

Did you know that unresolved conflict costs organizations about $359 billion in paid hours every year? Laurie Barkman talks with Bonnie Artman Fox, author of How Did My Family Get In My Office? Bonni…

00:31:32  |   Tue 13 Apr 2021
40: Sustainable Innovation | Kent Johnson, CEO Highlights

40: Sustainable Innovation | Kent Johnson, CEO Highlights

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 Highlig…

00:54:28  |   Tue 06 Apr 2021
39: Creating a Customer Culture - Dr. Kelly Henry

39: Creating a Customer Culture - Dr. Kelly Henry

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 …

00:47:27  |   Tue 30 Mar 2021
E38: Building Your Competitive Moat with Phillip Swan

E38: Building Your Competitive Moat with Phillip Swan

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, talks with Phil…

00:43:15  |   Tue 16 Mar 2021
E37: What's Next | Maximizing Your Life - Ann Bernard

E37: What's Next | Maximizing Your Life - Ann Bernard

Laurie Barkman is joined by Ann Bernard, author and creator of the 365 Firsts challenge. Ann shares her life journey and how she navigated several transitions in her personal and professional life. H…

00:33:30  |   Tue 09 Mar 2021
E36: Avoiding Succession Planning Mistakes - Beth Armknecht Miller

E36: Avoiding Succession Planning Mistakes - Beth Armknecht Miller

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 insigh…

00:35:02  |   Tue 02 Mar 2021
35: Defining Wealth - Robb McKinney, Bridgeview Wealth

35: Defining Wealth - Robb McKinney, Bridgeview Wealth

The pandemic has changed many things for small business owners. Comparing to pre-COVID data, a 2020 survey from the Value Builder System showed that more business owners are accelerating their succes…

00:34:39  |   Tue 23 Feb 2021
34: Cheers to 10th Generation Innovation - Lisa Laird Dunn, Gerard Dunn, Laird & Co.

34: Cheers to 10th Generation Innovation - Lisa Laird Dunn, Gerard Dunn, Laird & Co.

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 history of apple brandy production st…

00:42:24  |   Tue 16 Feb 2021
33: The Zen of Business Acquisitions - Tom Hine, CEO Capital Wealth Management

33: The Zen of Business Acquisitions - Tom Hine, CEO Capital Wealth Management

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 s…

00:42:55  |   Tue 09 Feb 2021
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