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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

26:35

162: Revolutionize Your Business Post-Bankruptcy,...

Succession Stories ·

2024/06/09

Host Laurie Barkman, The Business Transition Sherpa, is joined by Greg McDonough, Managing Partner of Blackburn Capital Advisors and host of the Chief Endurance Officer Podcast. Listen in as they discuss navigating a business turnaround through bankruptcy.Bankruptcy can be viewed as a tool for recovery rather than a sign of failure. Greg discusses his experience isolating the root cause of the company’s financial issues and creating breathing room from creditors to reorganize fixed costs and

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22:01

161: Mastering The Art of Successful Transactions,...

Succession Stories ·

2024/06/02

Host Laurie Barkman, The Business Transition SherpaⓇ, is joined by Susan Keller, Founder of Entrepreneurial Executives. Susan advises businesses from startups to publicly traded companies on growth strategies and transactions. Laurie talks with Susan as a fellow M&A Advisor about why it's valuable for entrepreneurs to get an early start with transition planning. A great place to begin is conducting a thorough business evaluation to identify what needs improvement in the business. They also discuss

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21:14

160: Overcoming Fear and Preparing For a Successful...

Succession Stories ·

2024/05/29

Host Laurie Barkman, The Business Transition Sherpa, talks with Jon Eesley, founder of Windsor Advisory Group. With over 27 years of experience working with privately held businesses, Jon has helped countless business owners navigate the complexities of succession planning. His approach focuses on understanding clients' personal goals and values to develop financial strategies that support their vision. Laurie and Jon discuss ways to approach the transition planning process to overcome fear by

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28:34

159: Focus on Building Value, Not Just Revenue,...

Succession Stories ·

2024/05/15

Host Laurie Barkman, The Business Transition SherpaⓇ, is joined by Darryl Bates-Brownsword, Managing Partner of Succession Plus in the UK. He hosts The Exit Insights Podcast and is a business consultant with over two decades of experience building and selling companies. They discuss the importance of preparing for business exits and scaling entrepreneurial ventures. For business transition, you need a well-thought-out plan, valuation growth, and clear vision for the future. Listen in to learn more

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42:27

158: The Secrets of Successful Business Transactions...

Succession Stories ·

2024/05/08

Unlock the story behind Reid Tileston's remarkable entrepreneurial journey in this episode of Succession Stories. Join Laurie Barkman, The Business Transition Sherpa®, as she sits down with Reid, a driven acquisition entrepreneur, to dive into his inspiring path from a 23-year-old with $100k to a thriving Anytime Fitness franchisee. Through candid conversation, Reid shares the highs and lows of his entrepreneurial journey. From navigating the challenges of owning an Anytime Fitness franchise

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28:45

157: Creating A Profitable Niche Business to Sell,...

Succession Stories ·

2024/05/02

Host Laurie Barkman, The Business Transition Sherpa, talks with David Spray, Founder and President of Export Advisors, which serves the owners of privately-held, U.S. exporting companies. Over the past 20 years, the firm has created more than $400 million in wealth for hundreds of entrepreneurs and their families from the IC-DISC tax savings program. They discuss value building and how David built a niche podcasting business with infinite ROI, and sold it within two years to his partner. Listen in

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37:46

156: Building Your Business With Exit Strategy In...

Succession Stories ·

2024/04/24

Host Laurie Barkman, The Business Transition Sherpa, talks with Mike Malatesta, CEO of LJP Waste Solutions. Over the past 30 years, Mike's experienced the highs and lows of entrepreneurship. He built and sold two waste recycling companies that grossed more than $500M. He’s also an author, podcaster, and advisor to business owners. Mike talks about the unexpected death of one of his business partners due to a workplace accident. Dealing with the loss was challenging and accelerated their interest in

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39:11

155: Successfully Exiting A Family Business After...

Succession Stories ·

2024/04/07

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

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34:49

154: Success Secrets For Family Businesses Navigating...

Succession Stories ·

2024/04/02

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

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37:05

153: Discovering The Hidden Secrets Behind A $37...

Succession Stories ·

2024/03/20

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

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27:15

152: Why Your Company Needs a Board, Ralph Ward

Succession Stories ·

2024/03/12

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

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36:59

151: Avoid Burnout: Top Tips For Entrepreneurial...

Succession Stories ·

2024/03/03

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,

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40:07

01: Bringing Entrepreneurial Culture to 120 Year Old...

Succession Stories ·

2020/04/11

On this episode of Succession Stories, Laurie Barkman is joined by Tony Uphoff, President and CEO of Thomas. Thomas is a family-owned, 5th generation 122-year old company that successfully transformed its business model, technology, and culture. Three years ago, Tony joined Thomas to continue its digital innovation. They discussed key lessons Tony has learned about mature industries mobilizing for change, ways to drive innovation while also leveraging the core competencies of the past, and having

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03:37

Succession Stories Trailer

Succession Stories ·

2020/04/08

The Succession Stories podcast is hosted by Laurie Barkman, Founder of SmallDotBig, providing insights for next generation entrepreneurs. The show features interviews with multi-generational business experts discussing succession, innovation, and culture. If you are a next generation entrepreneur looking for inspiration to grow and thrive, or an owner who can’t figure out the best way to transition their closely held company, this podcast is for you. Listen to the trailer to get a sample of the

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