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PODCAST

Succession Stories

Succession Stories is an award-winning podcast guiding entrepreneurs through the journey of transition to transaction, with an exclusive limited series called The Entrepreneur Gene™ Hosted by Laurie Barkman—The Business Transition Sherpa®, nationally recognized business advisor, and Amazon best-selling author of *The Business Transition Handbook*—the show explores the full entrepreneurial lifecycle: from growth to maturity, value creation to exit planning, succession, and M&A for owner-led

business entrepreneurship

All Episodes

43:37

182: Finding Your Turning Point: Leadership, Legacy &...

Succession Stories ·

2025/03/16

What happens when a successful entrepreneur faces his own turning point? In this episode, Laurie Barkman sits down with Jon Goldman, CEO of Turning Point, to discuss his journey from co-owning the innovative promotional products company Lumpy Mail to navigating his own business succession. Jon shares insights on guiding leaders toward discovering their life purpose, aligning personal and company values, and upgrading professional and emotional habits. Tune in for a conversation about transformation,

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43:35

181: The ESOP Advantage: Wealth, Legacy & Business...

Succession Stories ·

2025/03/02

Employee Stock Ownership Plans (ESOPs) are one of the best-kept secrets in business succession planning. In this episode, Laurie Barkman sits down with Dan Zugell, Senior Vice President at Business Transition Advisors and a nationally recognized expert in ESOPs, to explore how these plans create financial value, enhance employee engagement, and offer unique transition options for business owners. Dan shares insights on the financial benefits of ESOPs—like tax advantages and wealth creation—as well

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40:58

180: Your Business Is Not Your Baby: How to Build a...

Succession Stories ·

2025/02/21

Is your business truly valuable—or just another job you’ve created for yourself? In this episode of Succession Stories, Laurie Barkman speaks with Justin Goodbread, award-winning exit planner, best-selling author, and serial entrepreneur who has built and sold six businesses. Justin shares how he doubled the value of his financial services firm in just 18 months, the key to making your business a transferable asset, and why your business isn’t your baby—unless it’s an ugly one. Tune in for

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33:50

179: Built to Last: Family Business Leadership,...

Succession Stories ·

2025/02/12

Join Matthew Powell, CEO of Century Companies and a fourth-generation family business leader, along with host Laurie Barkman, as they explore the art of building sustainable, multi-generational enterprises. In a world of short-term exits, Matthew champions a different path—creating lasting value for stakeholders by thinking in centuries, not just years. Through insightful conversations with industry leaders, entrepreneurs, and experts, Built to Last dives into the challenges and triumphs of family

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31:50

178: Scaling Smarter: Mindset Shifts for Sustainable...

Succession Stories ·

2025/01/24

🎙️ Discover how scaling starts with mindset in this insightful episode of Succession Stories! Laurie Barkman welcomes Jennifer Dawn, a seasoned entrepreneur, business coach, and host of the Happy Productive podcast, to share her journey of building and selling businesses. From launching her first venture at age 8 to founding Quantix, a software company for the attractions and amusement industry, Jennifer reveals what it takes to create a thriving company that’s not just profitable but sustainable

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01:00:16

177: From Legacy to Liquidity: Selling a...

Succession Stories ·

2025/01/14

Christin Cardone McClave knows firsthand the complexities of leading and selling a multigenerational family business. Host Laurie Barkman talks with Christin about her journey of navigating leadership roles at her family’s third-generation business, CARDONE Industries. During her tenure as Chief People Officer and COO, she helped the company reach an impressive $1B revenue milestone. In May 2019, she played a pivotal role in the successful sale of CARDONE Industries to a leading global private

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19:07

176: 2024 Reflections, Gratitude, and Future Vision -...

Succession Stories ·

2024/12/17

2024 year-end solocast! Laurie Barkman shares reflections and gratitude for family, friends, and the growing community of entrepreneurs building value with the end game in mind. Gratitude and Reflections - 01:00 2024 Show Highlights - 04:58 Lessons Learned from Guests - 07:45 Looking Forward to 2025 - 10:24 Special Invitations for Listeners - 15:05 Get free digital copy of Business Transition Handbook at btsherpa.com/book Book a 30-minute strategy call at timewithlaurie.com

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30:12

175: Future-Proof Your Business With Expert Success...

Succession Stories ·

2024/12/15

Daniel Feiman, is an internationally recognized leader in the areas of strategy, succession, and leadership development. He’s the Founder and Managing Director of Build It Backwards, a consulting and training firm working with small businesses and enterprises in over 30 countries including Apple and Hilton Hotels. He’s also the author of “THE Book on...Succession Planning Systems.” Listen in as Laurie and Daniel explore the topic of future-proofing your firm and how succession planning builds value

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34:26

174: Redefine Your Purpose: The Transformative...

Succession Stories ·

2024/10/28

Did you know that only 20% of businesses sell... and 75% of owners express regret after selling? Dive in as Succession Stories host, Laurie Barkman, talks with Jerome Myers about why just 5 out of 100 of businesses exit with excellence. Jerome is the founder of Exodus and an award-winning engineer turned business strategist who helps leaders navigate post-exit transitions. Through his NEO Navigator program and DreamCatchers podcast, he guides founders through key life transitions, aiming to help

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33:21

173: How to Navigate the Emotional Minefield of...

Succession Stories ·

2024/10/07

Laurie Barkman interviews Albert Ciuksza to challenges faced by millennial successors as they take over from baby boomer predecessors. Listen in as they discuss Albert's new book, “Succeeding: Stepping Up Without Stepping In It." There's a demographic shift, with 10,000 baby boomers retiring daily from 2024 to 2027, often skipping over Gen X. There are emotional dynamics of succession that can sabotage successful transitions due to emotional attachment. Dive in to learn about practical tools for

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45:05

172: How Two Brothers Took Startup Software Firm From...

Succession Stories ·

2024/09/15

Laurie Barkman interviews brothers and business partners, David and Chris Sinkinson, about their experience as co-founders of AppArmor, a bootstrapped SaaS business with a $40 million exit. They discuss the importance of understanding product-market fit, the role of unhappy customers in identifying issues, and the significance of recurring revenue in their app business. The conversation highlights the value of building relationships with potential buyers over time, which contributed to their

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43:55

171: From Reluctant Successor to Innovation Leader,...

Succession Stories ·

2024/08/22

Today’s episode is a rewind of one of our favorite conversations with Karen Norheim, a second generation CEO of American Crane, a manufacturing company founded by her father. The show first aired in 2021. Listen in as show host Laurie Barkman, The Business Transition Sherpa, talks with Karen about what fueled their succession story. Karen stepped into her new role with curiosity and tenacity to make things happen. She led the company to lean in on strategic growth and innovation and are seeing the

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25:18

170: Navigating Family Business Transitions, Maryann...

Succession Stories ·

2024/08/12

Host Laurie Barkman, The Business Transition Sherpa®, interviews Maryann Bell, a partner at Wingspan Legacy Partners, about the common myths and challenges facing next generation successors in family businesses. Maryann shares insights on the importance of communication, education, and bringing in outside expertise to navigate the delicate dynamics of family business transitions. Listen in as they discuss strategies for stair-stepping next gens into the business, assessing fit, and managing the

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26:58

169: The Power of Candid Conversations in Exit...

Succession Stories ·

2024/08/04

Host Laurie Barkman, The Business Transition Sherpa, talks with Henry DeVries, publisher, writer, and CEO of Indie Books International. Listen in as Henry debunks a few myths about creating a sustainable competitive advantage in service businesses through niche specialization. They also discuss the importance of candid conversations in business ownership transition and exit planning to offer valuable takeaways for business owners. Henry shares how he is planning for succession and exit with a focus

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14:10

168: Introducing The Endgame Entrepreneurship...

Succession Stories ·

2024/07/21

Join host Laurie Barkman, The Business Transition SherpaⓇ, as she celebrates four years of inspiring conversations and life-changing insights on the Succession Stories podcast. With over 4.5 million companies and $14 trillion of business wealth at stake in the next decade, Laurie's mission to guide entrepreneurs through their succession journeys has never been more crucial. Laurie unveils The Endgame EntrepreneurshipTM Masterclass, designed to guide entrepreneurs through the complexities of

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28:17

167: Power of Family Business Advocacy and Succession...

Succession Stories ·

2024/07/14

Did you know that 87% of the businesses in the United States are family owned? That’s 32.4 million family businesses and they contribute $7.7 trillion to the GDP. Pat Soldano, a strong advocate for family businesses, joins Succession Stories host Laurie Barkman, The Business Transition Sherpa. Pat is the President of Family Enterprise USA (FE-USA) whose mission is to promote the growth of generational owned family businesses in the US. She is also President of Policy and Taxation Group that works

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40:46

166: Finding the Right Buyer for Your Legacy, Markus...

Succession Stories ·

2024/07/08

From humble beginnings to founding Magnum Nutraceuticals, Markus Kaulius shares the saga of transforming a passion into a $170 million empire with Laurie Barkman, The Business Transition SherpaⓇ. Discover the pivotal moment when Markus transitioned from operator to visionary owner, crafting a culture of empowerment and resilience. Learn how he scaled his business, fostered a vibrant company ethos, and navigated the delicate dance of succession. Join them as they unveil the human side of

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28:57

165: How to Overcome Personal Fears in Business...

Succession Stories ·

2024/06/30

75% of owners express regrets one year after selling. We’re a mission to break the cycle. What do we fear in times of transition? How do we develop a vision for ourselves beyond today? When it comes to business transition, the identity we have – business owner, CEO, leader, family member, all play a part. Heather Penny works with business leaders on ways to embrace change and anticipate life changes so they don’t control us. Listen in as host Laurie Barkman, The Business Transition Sherpa, talks

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26:23

164: Do's and Don'ts of Successful Acquisitions, Kyle...

Succession Stories ·

2024/06/24

Be sure to subscribe to the show and sign up for our newsletter at https://thebusinesstransitionsherpa.com Host of the #1 stock investing podcast in the world, “We Study Billionaires” Kyle Grieve, joins Laurie Barkman on today’s episode. As part of The Investor's Podcast Network, Kyle helps professional investors and business people all over the world grow financially and personally. Listen in as they explore how acquisitions can be a successful growth strategy through the lens of publicly traded

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38:08

163: From Niche Digital Business To 7-Figure Exit,...

Succession Stories ·

2024/06/16

Laurie Barkman, The Business Transition SherpaⓇ, talks with Tony Whatley, a 20+ year serial entrepreneur, business coach, best-selling author, podcast host, and speaker. Tony is Co-Founder of LS1Tech, an online automotive performance community which grew into the largest of its kind with more than 300,000 registered members and 150 advertising accounts. After only 5 years, the company sold for 7-figures and amazingly, it was just his part-time business! Tony shares his mindset and business

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74 results

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