149 episodes

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 Laurie's strategic business transition planning and M&A advisory services by visiting: https://thebusinesstransitionsherpa.com

Succession Stories Laurie Barkman

    • Business
    • 5.0 • 55 Ratings

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 Laurie's strategic business transition planning and M&A advisory services by visiting: https://thebusinesstransitionsherpa.com

    Successfully Exiting A Family Business After Turning It Around, JV Crum III

    Successfully Exiting A Family Business After Turning It Around, JV Crum III

    Succession Stories host Laurie Barkman, The Business Transition SherpaⓇ, sits down with JV Crum III, founder of the Conscious Millionaire Institute and Conscious World Foundation Inc.–a global non-profit that trains youth to become conscious leaders.
    What happens when you’re asked to join the family business but then discover there are BIG financial challenges? JV shares his experience how he helped turn around a family trucking company and became a millionaire by age 25. He overcame conflicts with his father, improved business performance, and sold to a larger family-owned trucking line, resulting in a transaction that took only three months to close.
    In this insightful episode, they dive into the complexities of family businesses, founder-led enterprises, and the unique challenges faced by hired executives. 
    Listen in to learn more about:
    Understanding the importance of aligning personal purpose with business goals to achieve fulfillment and success.
    Recognizing the impact of family dynamics in business and learning strategies to navigate them effectively.
    Gaining insights into the process of selling a business, including finding the right buyer and negotiating a successful deal.
    Embracing a mindset shift towards prioritizing internal growth and mindset development as the key drivers of business success.
    Discovering the three essential areas of focus for business growth: mindset, strategy, and execution.
    Things often happen at the right moment when you least expect it. 
    Enjoy this Succession Stories episode about successfully exiting a family business after turning it around with JV Crum III.
     
    Find JV Crum III Here:
    https://consciousmillionaire.com/

    https://www.facebook.com/jvcrum/
     
    ❤️ Show us the love on Rate This Podcast: https://ratethispodcast.com/successionstories
    _______________________________________
    SIGN-UP FOR NEW MASTERCLASS
    TO MAXIMIZE VALUE AND EXIT ON YOUR TERMS:
    "Endgame Entrepreneurship: Build With The Exit In Mind"
    https://thebusinesstransitionsherpa.com/course/
    _______________________________________
    Unlock deeper insights into entrepreneurship and scalability by engaging with us through various social media platforms:
    My Links:
    🌐 Website: https://TheBusinessTransitionSherpa.com
    ⏰️ Meet With Laurie: https://thebusinesstransitionsherpa.com/connect/
    📘 Book: "The Business Transition Handbook: How to Avoid Succession Pitfalls and Create Valuable Exit Options"
    🎙 Podcast: https://podfollow.com/succession-stories
    🎥 YouTube: https://www.youtube.com/@TheBusinessTransitionSherpa
    😎 Instagram: https://www.instagram.com/lauriebarkman/
    ✖️ Twitter: https://twitter.com/LaurieBarkman
    😺 TikTok: https://www.tiktok.com/@businesstransitionsherpa
    _______________________________________
    📘 THE BUSINESS TRANSITION HANDBOOK:
    Get a free PDF copy of "The Business Transition Handbook" by author Laurie Barkman: 
    https://thebusinesstransitionhandbook.com
     
     
     
     

    • 39 min
    Success Secrets For Family Businesses Navigating Growth Crossroads, Meghan Lynch

    Success Secrets For Family Businesses Navigating Growth Crossroads, Meghan Lynch

    Succession Stories host Laurie Barkman, The Business Transition SherpaⓇ, is joined by Meghan Lynch, the driving force behind Six-Point Creative, a marketing services firm dedicated to empowering family-owned and closely-held businesses. Meghan's mission is to help family businesses compete against industry giants.
    Listen in as they explore:
    The challenges that family businesses face in balancing sustainability and growth Strategies for family businesses to achieve 2X growth while maintaining control over relationships, messaging, and future direction 3 essential steps for family-held businesses to achieve their goals in the coming year and beyond Enjoy this Succession Stories episode about how family businesses navigate growth crossroads with Meghan Lynch.
     
    Find Meghan Here: https://sixpointcreative.com/

     
    ❤️ Show us the love on Rate This Podcast: https://ratethispodcast.com/successionstories
    _______________________________________
    SIGN-UP FOR OUR NEW MASTERCLASS
    TO MAXIMIZE VALUE AND EXIT ON YOUR TERMS:
    "Endgame Entrepreneurship: Build With The Exit In Mind"
    https://thebusinesstransitionsherpa.com/course/
    _______________________________________
    Embark on a journey of understanding and practical application as we navigate the realms of building a scalable business, unveiling the potential for growth and empowerment. Unlock deeper insights into the transformative realm of entrepreneurship and scalability by engaging with us through various social media platforms:
    My Links:
    🌐 Website: https://TheBusinessTransitionSherpa.com
    ⏰️ Meet With Laurie: https://thebusinesstransitionsherpa.com/connect/
    📘 Book: "The Business Transition Handbook: How to Avoid Succession Pitfalls and Create Valuable Exit Options"
    🎙 Podcast: https://podfollow.com/succession-stories
    🎥 YouTube: https://www.youtube.com/@TheBusinessTransitionSherpa
    😎 Instagram: https://www.instagram.com/lauriebarkman/
    ✖️ Twitter: https://twitter.com/LaurieBarkman
    😺 TikTok: https://www.tiktok.com/@businesstransitionsherpa
    _______________________________________
    📘 THE BUSINESS TRANSITION HANDBOOK:
    Get a free digital copy of "The Business Transition Handbook" by author Laurie Barkman: 
    https://thebusinesstransitionhandbook.com
     
     
     

    • 34 min
    Discovering The Hidden Secrets Behind A $37 Million Exit, Max Lewis

    Discovering The Hidden Secrets Behind A $37 Million Exit, Max Lewis

    Welcome back to the Succession Stories podcast. If you haven't already, be sure to subscribe, and if you enjoy the show, please leave us a review! Go to RateThisPodcast.com/successionstories. 
    Host Laurie Barkman welcomes Max Lewis, entrepreneur and author of “Who Is Max Lewis?” Max shares what led to the eventual sale of his company for $37 million. 
    From selling mangos as a child to amassing millions by exchanging propane tanks, Max beat the odds and became one of America's ultra-high net-worth individuals by 36 years old. Through persistence, hard work, and a willingness to learn from mistakes, he tactfully planned for nothing less than success.
    It’s also about a family in business that fell apart as a family business. For 18 months, Max was literally locked out of his business by his brother.
    Max’s story is about forgiveness, resilience, and the power of faith. There are lots of pivotal moments in our lives. Which ones will stand out to transform your entrepreneurial journey? 
    His message is that extraordinary success is within your reach—when you're willing to put in the work. 
    Enjoy this Succession Stories episode about discovering the secrets behind a $37 million exit with Max Lewis.
    Find Max Lewis Here: https://whoismaxlewis.com/

    ❤️ Show us the love on Rate This Podcast: https://ratethispodcast.com/successionstories
    _______________________________________
    SIGN-UP FOR NEW MASTERCLASS
    TO MAXIMIZE VALUE AND EXIT ON YOUR TERMS:
    "Endgame Entrepreneurship: Build With The Exit In Mind"
    https://thebusinesstransitionsherpa.com/course/
    _______________________________________
    Embark on a journey of understanding and practical application as we navigate the realms of building a scalable business, unveiling the potential for growth and empowerment. Unlock deeper insights into the transformative realm of entrepreneurship and scalability by engaging with us through various social media platforms:
    My Links:
    🌐 Website: https://TheBusinessTransitionSherpa.com
    ⏰️ Meet With Laurie: https://thebusinesstransitionsherpa.com/connect/
    📘 Book: "The Business Transition Handbook: How to Avoid Succession Pitfalls and Create Valuable Exit Options"
    🎙 Podcast: https://podfollow.com/succession-stories
    🎥 YouTube: https://www.youtube.com/@TheBusinessTransitionSherpa
    😎 Instagram: https://www.instagram.com/lauriebarkman/
    ✖️ Twitter: https://twitter.com/LaurieBarkman
    😺 TikTok: https://www.tiktok.com/@businesstransitionsherpa
    _______________________________________
    📘 THE BUSINESS TRANSITION HANDBOOK:
    Get a free PDF copy of "The Business Transition Handbook" by author Laurie Barkman: 
    https://thebusinesstransitionhandbook.com
     
     
     
     

    • 37 min
    Why Your Company Needs a Board, Ralph Ward

    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 show to talk about best practices for private company boards.
    It’s about governance and strategic guidance. Boards aren’t just for large public companies. Even newer, privately held firms can benefit from having a board. Boards also get involved in CEO succession planning. We address challenges faced by family businesses and how boards can help navigate these complexities.
    Enjoy this Succession Stories episode about why your company might need a board with Ralph Ward.
    Corporate governance and board formation in private companies. Board formation in private companies often delayed until crisis strikes Private companies can bring in outside directors with experience in succession planning to help founders navigate family dynamics and ensure a smooth transition. Advisory boards can help with succession planning and governance in family businesses. Advisory boards can provide outside perspectives and help with growth stage challenges in companies. Tips and tools for dealing with drama in the boardroom and improving corporate governance. Advisory boards can provide valuable networking opportunities for companies, connecting them with important people in their industry. Find Ralph Here: 

    www.corporateboard.com
    www.boardroominsider.com
    ❤️ Show us the love on Rate This Podcast: https://ratethispodcast.com/successionstories
    _______________________________________
    SIGN-UP FOR NEW MASTERCLASS
    TO MAXIMIZE VALUE AND EXIT ON YOUR TERMS:
    "Endgame Entrepreneurship: Build With The Exit In Mind"
    https://thebusinesstransitionsherpa.com/course/
    _______________________________________
    Engage with us on our social media platforms:
    My Links:
    🌐 Website: https://TheBusinessTransitionSherpa.com
    ⏰️ Meet With Laurie: https://thebusinesstransitionsherpa.com/connect/
    📘 Book: "The Business Transition Handbook: How to Avoid Succession Pitfalls and Create Valuable Exit Options"
    🎙 Podcast: https://podfollow.com/succession-stories
    🎥 YouTube: https://www.youtube.com/@TheBusinessTransitionSherpa
    😎 Instagram: https://www.instagram.com/lauriebarkman/
    ✖️ Twitter: https://twitter.com/LaurieBarkman
    😺 TikTok: https://www.tiktok.com/@businesstransitionsherpa
    _______________________________________
    📘 THE BUSINESS TRANSITION HANDBOOK:
    Get a free PDF copy of "The Business Transition Handbook" by author Laurie Barkman: 
    https://thebusinesstransitionhandbook.com
     
     
     

    • 27 min
    How To Build a Scalable Business with Alex Neist, Founder of Hostage Tape

    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 us a review! Go to RateThisPodcast.com/successionstories. 
    Today we welcome Alex Neist, a serial entrepreneur and former professional athlete. Alex is the founder of Hostage Tape, a health enhancement product that has quickly scaled into an e-commerce powerhouse, generating seven figures in monthly revenue.
    Alex shares his succession stories from AFL quarterback, to tech company founder, and selling the business to a strategic buyer in a cash and equity deal.
    You’ll want to hear why Alex decided to leave once his equity vested, and his journey of self-reflection and personal challenges to overcome. Eventually it led to the origin story behind Hostage Tape and how he’s creating scalable businesses around commodity products.
    Alex believes that to get better, you have to be able to confront failure.
    Enjoy this Succession Stories episode about how to build a scalable business with Alex Neist.
    Find Alex Neist Here: https://instagram.com/hostagetape

    ❤️ Show us the love on Rate This Podcast: https://ratethispodcast.com/successionstories
    _______________________________________
    SIGN-UP FOR NEW MASTERCLASS
    TO MAXIMIZE VALUE AND EXIT ON YOUR TERMS:
    "Endgame Entrepreneurship: Build With The Exit In Mind"
    https://thebusinesstransitionsherpa.com/course/
    _______________________________________
    Embark on a journey of understanding and practical application as we navigate the realms of building a scalable business, unveiling the potential for growth and empowerment. Unlock deeper insights into the transformative realm of entrepreneurship and scalability by engaging with us through various social media platforms:
    My Links:
    🌐 Website: https://TheBusinessTransitionSherpa.com
    ⏰️ Meet With Laurie: https://thebusinesstransitionsherpa.com/connect/
    📘 Book: "The Business Transition Handbook: How to Avoid Succession Pitfalls and Create Valuable Exit Options"
    🎙 Podcast: https://podfollow.com/succession-stories
    🎥 YouTube: https://www.youtube.com/@TheBusinessTransitionSherpa
    😎 Instagram: https://www.instagram.com/lauriebarkman/
    ✖️ Twitter: https://twitter.com/LaurieBarkman
    😺 TikTok: https://www.tiktok.com/@businesstransitionsherpa
    _______________________________________
    📘 THE BUSINESS TRANSITION HANDBOOK:
    Get a free PDF copy of "The Business Transition Handbook" by author Laurie Barkman: 
    https://thebusinesstransitionhandbook.com
     
     
     
     

    • 1 hr
    Avoid Burnout: Top Tips For Entrepreneurial Success, Cesar Quintero

    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 turmoil in Venezuela to pursue his dream of starting a business and helping others achieve a healthier lifestyle by founding Fit2Go - the first corporate healthy meal delivery service in Miami. 
    Nearly 10 years later, he launched two new companies: RawBar2Go, the first licensed food boats in Florida, and The Profit Recipe, a coaching firm empowering entrepreneurs to work ON the business and not IN the business by implementing best practices and the Entrepreneurial Operating System (EOS). 
    With nearly 50 employees at their peak, and $3.5 million in revenue, Cesar was close to burning out. He resented the business because of the lack of time freedom that he felt.
    Listen in as Cesar describes his personal journey of rediscovering the passion for his business. Hear how he bounced back by implementing transformative systems and processes; the open book approach to sharing financials with his team, and eventually selling the business to a team member.
    Entrepreneur burnout happens more often than you may realize. 75% of entrepreneurs report occasional or frequent burnout.
    Enjoy this Succession Stories episode on how to avoid entrepreneur burnout with Cesar Quintero.
     
    ❤️ Show us the love on Rate This Podcast: https://ratethispodcast.com/successionstories
     
    Find Cesar Quintero Here: 
    Cesar´s Linkedin: https://linkedin.com/in/cesarquintero
    Profit recipe website: https://theprofitrecipe.com/
    Profit recipe FB: https://www.facebook.com/TheProfitRecipe/
    Profit recipe LinkedIn: https://www.linkedin.com/company/the-profit-recipe
    _______________________________________
    CHECK OUT OUR NEW MASTERCLASS:
    "Endgame Entrepreneurship: Build With The Exit In Mind"
    https://thebusinesstransitionsherpa.com/course/
    Learn how to maximize value and exit on your terms!
    _______________________________________
    Embark on a journey of understanding and practical application as we navigate ways to avoid entrepreneur burnout, unveiling the potential for growth and empowerment. Unlock deeper insights into the transformative realm of entrepreneurship and scalability by engaging with us through various social media platforms:
    My Links:
    🌐 Website: https://TheBusinessTransitionSherpa.com
    ⏰️ Meet With Laurie: https://thebusinesstransitionsherpa.com/connect/
    📘 Book: "The Business Transition Handbook: How to Avoid Succession Pitfalls and Create Valuable Exit Options"
    🎙 Podcast: https://podfollow.com/succession-stories
    🎥 YouTube: https://www.youtube.com/@TheBusinessTransitionSherpa
    😎 Instagram: https://www.instagram.com/lauriebarkman/
    ✖️ Twitter: https://twitter.com/LaurieBarkman
    😺 TikTok: https://www.tiktok.com/@businesstransitionsherpa
    _______________________________________
    📘 THE BUSINESS TRANSITION HANDBOOK:
    Get a free PDF copy of "The Business Transition Handbook" by author Laurie Barkman: 
    https://thebusinesstransitionhandbook.com
     
     
     
     

    • 36 min

Customer Reviews

5.0 out of 5
55 Ratings

55 Ratings

Chandler Hutchison ,

Great Guests!

Amazing host, and amazing variety of guests!

Jane Hanson ,

Succession Stories

Laurie was t terrific to work with. Asked succinct questions that really applied to her audience … a synergy that truly worked. She’s smart, invested in sharing the knowledge of her guests, and a terrific host. I was delighted to be a part her podcast. Thanks for the opportunity

FamBizCoach ,

Great practical advice for business owners

Laurie is an outstanding professional who brings a great deal of experience and expertise to the succession conversation. Listening to her and participating in her podcast gave me great confidence in her ability to add tremendous value to so many business owners, who are preparing for one of the biggest transactions of their life. Laurie would be an outstanding member of your succession team!

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