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

    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

    • 1 hr
    How To Have Tough Succession Conversations, Jane Hanson

    How To Have Tough Succession Conversations, Jane Hanson

    Succession Stories host Laurie Barkman, The Business Transition Sherpa®, welcomes Jane Hanson, a nine-time Emmy award winning correspondent. She has an amazing resume as a network co-anchor in New York, and has covered events ranging from the tragedy of 9/11 to the joy of the Yankees victory parades. She has interviewed presidents, business leaders, prisoners, and celebrities. She’s currently a much sought-after communications coach working with top-tier leaders in every field while continuing to emcee, speak and host broadcasts.
    Laurie and Jane discuss how leaders have tough conversations, especially when it comes to succession. At the core of everything has got to be respect. Whatever the conversation is, you need to prepare carefully. You also have to make sure that your decision is absolute, there can't be any wavering.
    Also hear Jane’s take on the HBO show, Succession, and how she’d advise the sibling rivals if she could.
    Enjoy this Succession Stories episode on how to have tough succession conversations with Jane Hanson.
    Find Jane Here: https://www.janehanson.com/

     
    ❤️ Show us the love:  Submit a review for "Succession Stories" on Apple Podcasts or Spotify
    _______________________________________
    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
    OR text TRANSITION to +1-762-320-2826
    _______________________________________
    ONLINE MASTERCLASS COMING SOON:
    "Endgame Entrepreneurship: Build With The Exit In Mind"
    Join the waitlist: https://thebusinesstransitionsherpa.com/course/
     

    • 32 min
    How to Spot Sales Risk in Your Succession Plan with David Newman

    How to Spot Sales Risk in Your Succession Plan with David Newman

    Succession Stories host Laurie Barkman, The Business Transition Sherpa®, welcomes David Newman, author of the business bestseller "Do It! Marketing" and his new book, "Do It! Selling." He's the founder of the Do It! MBA mentoring program and the host of The Selling Show, a top-rated business podcast. 
    Laurie and David discuss his take on how business owners can avoid a common succession pitfall related to sales. It’s called the “Rainmakers Dilemma” and happens when the owner of the business drives the sales process and most of the revenue. 
    The risk is that if the owner isn’t there, the business is likely to flatline or decline. To dive deeper on this topic, we've also included a link to an ebook about the Rainmakers Dilemma and what to do about it in the show notes as an additional resource for you. 
    Enjoy this Succession Stories episode about avoiding sales succession pitfalls with David Newman.
     
    Show links:
    Download the Rainmakers Dilemma ebook: https://bit.ly/rainmakers_dilemma
    Find David Newman here: https://doitmarketing.com
     
    ❤️ Show us the love:  Submit a review for "Succession Stories" on Apple Podcasts or Spotify
    _______________________________________
    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
    OR text TRANSITION to +1-762-320-2826
    _______________________________________
    ONLINE MASTERCLASS COMING SOON:
    "Endgame Entrepreneurship: Build With The Exit In Mind"
    Join the waitlist: https://thebusinesstransitionsherpa.com/course/
     

    • 25 min
    How to Talk with Family about Business Ownership Succession, Matt DiFrancesco

    How to Talk with Family about Business Ownership Succession, Matt DiFrancesco

    Succession Stories host Laurie Barkman, The Business Transition Sherpa®, welcomes Matt DiFrancesco, Principal of HighLift Financial, and host of the "Your Business, Your Life" podcast. 
    Laurie and Matt discuss navigating complex family dynamics for business succession planning. How to have difficult conversations with family members, especially children, about their roles in the business and potential ownership succession. Family legacy and continuity planning are essential parts of the conversation as well as common challenges for succession planning in family businesses including timing of decisions.
    Enjoy this Succession Stories episode on navigating family business succession planning with Matt DiFrancesco.
    Find Matt DiFrancesco here: highliftfinancial.com
    Listen in to learn more about:
    Business Exit Timeframe Navigating Family Dynamics Creating a Family Legacy  
    ❤️ Show us the love:  Submit a review for "Succession Stories" on Apple Podcasts or Spotify
    _______________________________________
    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
    OR text TRANSITION to +1-762-320-2826
    _______________________________________
    ONLINE MASTERCLASS COMING SOON:
    "Endgame Entrepreneurship: Build With The Exit In Mind"
    Join the waitlist: https://thebusinesstransitionsherpa.com/course/
     
     
     

    • 32 min
    Tax Strategies to Consider When Selling a Business, Ross Brannon

    Tax Strategies to Consider When Selling a Business, Ross Brannon

    Succession Stories host Laurie Barkman, The Business Transition Sherpa®, welcomes Ross Brannon, Tax Shelter and Private Equity Consultant at CoastalOne.
    Ross joined Laurie for a conversation about tax strategies business owners should consider when selling a business. Listen in to learn more about tax deferral and tax mitigation strategies including opportunity zones, installment sales, and diversified investment structures.
    Don’t wait until you’re in a transaction to learn about tax mitigation strategies. It’s called financial planning for a reason. You need time to plan.
    They also discuss the importance of planning for life after selling your business and why Ross doesn’t believe in the notion of retirement. Find purpose and impact in the next chapter of your life.
    Enjoy this Succession Stories episode about tax strategies to consider when selling your business with Ross Brannon.
    Find Ross here: https://rossbrannon.com/
    Listen in to learn more about:
    Navigating Tax Complexities Strategic Exit Planning Diversified Financial Approaches Avoiding Retirement and Staying Engaged  
    ❤️ Show us the love:  Submit a review for "Succession Stories" on Apple Podcasts or Spotify
    _______________________________________
    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
    OR text TRANSITION to +1-762-320-2826
    _______________________________________
    ONLINE MASTERCLASS COMING SOON:
    "Endgame Entrepreneurship: Build With The Exit In Mind"
    Join the waitlist: https://thebusinesstransitionsherpa.com/course/
     

    • 31 min
    Your Kids Want Your Wealth, Not Your Business, Elliott H. Kallen

    Your Kids Want Your Wealth, Not Your Business, Elliott H. Kallen

    Succession Stories host Laurie Barkman, The Business Transition Sherpa(™), welcomes Elliot H. Kallen, President of Prosperity Financial Group, a financial planning and advising firm. Elliot is a three time CEO with a passion for working with family businesses to achieve a meaningful life beyond financial measure.
    Listen in as they discuss the emotional aspect of family businesses and the hypothetical umbilical cord that’s hard to sever. It could be a reason why family business owners want their kids to take over– so they can stay close to the action. Or, they may be reluctant to let go of their company baby and plan to work until they die. 
    Does the next generation even want to own the business, or do they want the wealth from an exit and the ability to move on? And what’s your retirement strategy? Make it more than watching four hours of TV a day.
    Elliot is a proponent of creating a meaningful life. He shared the heart-wrenching story of his youngest son’s death by suicide, and how he’s honoring his memory by taking action to help other families. A Brighter Day charity unites stress and depression resources with teens and their parents with the goal of stopping teen suicide. 
    Enjoy this Succession Stories episode about meaningful transitions with Elliot Kallen.
    Find Elliot here: https://prosperityfinancialgroup.com/
    ❤️ Show us the love:  Submit a review for "Succession Stories" on Apple Podcasts or Spotify
    _______________________________________
    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
    OR text TRANSITION to +1-762-320-2826
    _______________________________________
    ONLINE MASTERCLASS COMING SOON:
    "Endgame Entrepreneurship: Build With The Exit In Mind"
    Join the waitlist: https://thebusinesstransitionsherpa.com/course/
     
     

    • 38 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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