101 episodes

Succession Stories is an award-winning podcast guiding entrepreneurs from transition to transaction, from building value in your business to letting go. The show received the 28th Annual Communicator Award for Audio & Podcast Excellence.

Join host Laurie Barkman, The Business Transition Sherpa, and founder of SmallDotBig, a strategic growth and M&A advisory firm, in weekly conversations with entrepreneurs, family business leaders, investors, and industry experts as they explore the journey from business growth and innovation, creating a more valuable and transferable business, and avoiding succession regrets when exiting and selling your company.

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.

To learn more about Laurie and subscribe to our newsletter, visit https://smalldotbig.com

Succession Stories Laurie Barkman

    • Business
    • 5.0 • 43 Ratings

Succession Stories is an award-winning podcast guiding entrepreneurs from transition to transaction, from building value in your business to letting go. The show received the 28th Annual Communicator Award for Audio & Podcast Excellence.

Join host Laurie Barkman, The Business Transition Sherpa, and founder of SmallDotBig, a strategic growth and M&A advisory firm, in weekly conversations with entrepreneurs, family business leaders, investors, and industry experts as they explore the journey from business growth and innovation, creating a more valuable and transferable business, and avoiding succession regrets when exiting and selling your company.

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.

To learn more about Laurie and subscribe to our newsletter, visit https://smalldotbig.com

    Succession Stories Celebrates 100 Episodes with Laurie Barkman and Guest Host Lou Diamond

    Succession Stories Celebrates 100 Episodes with Laurie Barkman and Guest Host Lou Diamond

    Celebrating the 100th episode of Succession Stories!
    Guest host Lou Diamond interviews Laurie Barkman to reflect on the journey of the show, favorite episodes, and more milestones to come. 
     
    About Succession Stories Podcast
    Succession Stories is an award-winning podcast hosted by Laurie Barkman, the Business Transition Sherpa-- guiding business owners through the process from "transition to transaction." Subscribe to Succession Stories and share a review if you enjoy the show!
    Learn more at https://smalldotbig.com 
    Book a 1:1 Advisory call at: www.meetlauriebarkman.com
    ___________________________________
    Become an Official Patron of Succession Stories Podcast: 
    https://www.patreon.com/lauriebarkman
    ___________________________________
     

     
    Is this the year to sell your company?
    Don't leave your exit to chance.
    Stony Hill Advisors works with owners like you to get ready and maximize value when you're ready to sell.
    Visit www.stonyhilladvisors.com/podcast for a complimentary business valuation.

    • 45 min
    Succession of Culture After Tragedy Strikes, Jennifer Ake Marriott

    Succession of Culture After Tragedy Strikes, Jennifer Ake Marriott

    How do you handle unexpected tragedy when an owner passes away? Jennifer Ake Marriott is the second generation President of Ake Environmental, a company founded by her father. She is also the CEO of Redmond Waltz, the first non-family leader of the privately held company.
    Jenn joins host Laurie Barkman to share her experience with two companies that went through unexpected succession, what helped the companies move forward, and what derailed progress. This episode will help you think about business continuity and how to mitigate risks of an unexpected transition.
     
    Listen in to learn more about:
    Recovering from loss in a family business Involving employees in the succession process Handling changes in company culture How small businesses can benefit from strategic plans  Reducing disruption with process documentation Why it's important to have conversations around succession planning  
    Show Links:
    jmarriott@redmondwaltz.com
    https://redmondwaltz.com/
     
    Is this the year to sell your company?
    Don't leave your exit to chance.
    Stony Hill Advisors works with owners like you to get ready and maximize value when you're ready to sell.
    Visit www.stonyhilladvisors.com/podcast for a complimentary business valuation.
     
    About Succession Stories Podcast
    Succession Stories is an award-winning podcast hosted by Laurie Barkman, the Business Transition Sherpa-- guiding business owners through the process from "transition to transaction."
    Learn more at https://smalldotbig.com 
    Book a 1:1 Advisory call at:
    www.meetlauriebarkman.com
     
    We appreciate your support...subscribe, share, and post a review to share what you like about the show!

    • 43 min
    Avoiding Business Partnership Pitfalls, Troy Trewin

    Avoiding Business Partnership Pitfalls, Troy Trewin

    What are the top pitfalls to avoid when choosing business partners? Australian business leader, Troy Trewin, joins Laurie Barkman to discuss finding the right fit, setting up a partnership for success, and having an exit door if things go sideways. 
    Troy has started, acquired, and grown 14 businesses working with 28 business partners in Australia, New Zealand and the United Kingdom in various industries including technology, spirits, and construction. He hosts the Grow a Small Business podcast and leads a business owner community in Australia. 
     
    Listen in to learn more about:
    Finding alignment between founders and partners to create value Importance of shared values and work ethic Shareholders agreements Role of board of advisors and good governance   
    Show links:
    https://www.growasmallbusiness.com/
    https://www.linkedin.com/in/troytrewin/
     
    Is this the year to sell your company?
    Don't leave your exit to chance.
    Stony Hill Advisors works with owners like you to get ready and maximize value when you're ready to sell.
    Visit www.stonyhilladvisors.com/podcast for a complimentary business valuation.
     
    About Succession Stories Podcast
    Succession Stories is an award-winning podcast hosted by Laurie Barkman, the Business Transition Sherpa-- guiding business owners through the process from "transition to transaction."
    Learn more at https://smalldotbig.com 
     
    Book a 1:1 Advisory call at:
    www.meetlauriebarkman.com
     
    We appreciate your support...subscribe, share, and post a review to share what you like about the show!

    • 28 min
    Creating a Business That Can Thrive Without You, Meredith Meyer Grelli, Wigle Whiskey

    Creating a Business That Can Thrive Without You, Meredith Meyer Grelli, Wigle Whiskey

    Meredith Meyer Grelli is the co-founder of the Wigle Whiskey Distillery. In 2010, Meredith and her family decided to open a distillery in the City of Pittsburgh as the first one since Prohibition. Naming their whiskey after the leader of the 1794 Whiskey Rebellion, Phillip Wigle, they needed Pennsylvania’s laws to change before opening their doors. Over the past 12 years, their patience and innovation paid off. Wigle has been the most awarded craft whiskey distillery for five consecutive years. Meredith joins host Laurie Barkman for a conversation on innovation – from creating a robust product development process for growth, innovating from a people perspective, and setting up the organization for sustainable success.



    Listen in to learn more about:
    How to foster innovation Building a culture of customer empathy Achieving higher employee retention Optimizing performance management Shifting from a hands on role and empowering the next generation of leaders Hiring to your strengths


    Show Links:
    wiglewhiskey.com
    threadbarecider.com
    linkedin.com/in/mmgrelli
    https://www.cmu.edu/swartz-center-for-entrepreneurship/
     
    Is this the year to sell your company?
    Don't leave your exit to chance.
    Stony Hill Advisors works with owners like you to get ready and maximize value when you're ready to sell.
    Visit www.stonyhilladvisors.com/podcast for a complimentary business valuation.
     
    About Succession Stories Podcast
    Succession Stories is an award-winning podcast hosted by Laurie Barkman, the Business Transition Sherpa-- guiding business owners through the process from "transition to transaction."
    Learn more at https://smalldotbig.com 
    Book a 1:1 Advisory call at:
    www.meetlauriebarkman.com
    lbarkman@smalldotbig.com
     
    We appreciate your support...subscribe, share, and post a review to share what you like about the show!

    • 42 min
    Addressing the Emotional Side of Succession and Legacy Building, Deena Chochinov

    Addressing the Emotional Side of Succession and Legacy Building, Deena Chochinov

    Succession isn’t something you wish to happen, it’s something you plan for. Deena Chochinov joins Laurie Barkman to share her 30+ years as a family enterprise advisor and discuss her new book, “HomeWork: How to Be a Leader in the Boardroom and the Living Room.” Deena works to strengthen family businesses by addressing succession derailers that get in the way of finding key pieces of the succession puzzle. 
     
    Listen in to learn more about:
    Successfully navigating the emotional side of business transition Creating formal processes for succession Avoiding flawed leadership models Equipping next gen leaders through professional development Preparing your business for the future Increasing business value through proactive succession planning  
    Show Links:
    https://www.deenachochinov.com/
     
    Is this the year to sell your company?
    Don't leave your exit to chance.
    Stony Hill Advisors works with owners like you to get ready and maximize value when you're ready to sell.
    Visit www.stonyhilladvisors.com/podcast for a complimentary business valuation.
     
    About Succession Stories Podcast
    Succession Stories is an award-winning podcast hosted by Laurie Barkman, the Business Transition Sherpa-- guiding business owners through the process from "transition to transaction."
    Learn more at https://smalldotbig.com 
    Book a 1:1 Advisory call at:
    www.meetlauriebarkman.com
    lbarkman@smalldotbig.com
     
    We appreciate your support...subscribe, share, and post a review to share what you like about the show!

    • 31 min
    When Highest Bidder Is Not Best Fit, Gabriela Isturiz

    When Highest Bidder Is Not Best Fit, Gabriela Isturiz

    Gabriela Isturiz is a tech entrepreneur who bootstrapped two SaaS businesses that were successfully sold to Fortune 500 companies. Gaby pursued innovation in a mature industry and found a market niche in legal tech. She shares the M&A bid process used to generate multiple offers, and why the highest bidder is not always the best buyer for your company. Recently Gaby started a venture capital fund, The Fund XX, investing in the next generation of women-led startups. 
     
    Listen in to learn more about:
    How to make your business an acquisition target Protecting yourself and your business  Gaining a competitive edge Increasing market share by playing to your strengths  
    Show Links:
    https://www.linkedin.com/in/gabrielaisturiz/
     
    Is this the year to sell your company?
    Don't leave your exit to chance.
    Stony Hill Advisors works with owners like you to get ready and maximize value when you're ready to sell.
    Visit www.stonyhilladvisors.com/podcast for a complimentary business valuation.
     
    About Succession Stories Podcast
    Succession Stories is an award-winning podcast hosted by Laurie Barkman, the Business Transition Sherpa-- guiding business owners through the process from "transition to transaction."
    Learn more at https://smalldotbig.com 
    Book a 1:1 Advisory call at:
    www.meetlauriebarkman.com
    lbarkman@smalldotbig.com
     
     
    We appreciate your support...subscribe, share, and post a review to share what you like about the show!

    • 54 min

Customer Reviews

5.0 out of 5
43 Ratings

43 Ratings

redshoppinggirl ,

Great Podcast For Every Business!

This is a great podcast for any business, no matter the size. The guests are mix of subject matter experts and authors, and real people, doing real work with real experiences and realizations making the show so relatable. Not just theoretical but actionable information. Highly recommend!

OC MLR ,

Laurie educates business owners

Laurie’s podcast brings great guests that adds to her educational topics that help business owners create transition plans for business owners. Super ideas, great value and easy to listen to podcast.

Foxcus ,

Great insights on Transition Planning for Business Owners

Laurie’s background and expertise shines through the episodes as she engages other experts and business owners on the tricky subject of navigating the transition from day to day running of your business. Nuggets from multiple perspectives that I enjoyed and I’m sure other listeners will benefit from as well.

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