Mar 11, 2022

Transition Planning with Laurie Barkman, Profit with a Plan Podcast

Transition Planning Profit with a Plan Podcast

EP145 Transition Planning – Laurie Barkman

Business transition sherpa & M&A advisor, Laurie Barkman talks with Marcia Riner about transition planning. There are many reasons to start planning as early as today. Laurie uses the Value Builder System to analyze gaps & improve the value of your company so that you can be better prepared for a transition as well as get the biggest price in return. Laurie has a lot of resources on her website: SmallDotBig.com and is offering a complimentary assessment, register at meetlauriebarkman.com

About Marcia Riner: She is a business growth strategist helping service-based professionals to strengthen their business so that it is worth selling someday. She works closely with her clients to turn their business into an attractive and profitable business asset they can enjoy until they decide it’s time to stop. She helps them get a return on their business investment. Marcia is the CEO of Trajectory Consulting & can be found at www.TrajectoryBiz.com

28thCommAwards_SiteBugs_Final_SiteBug_AudioPodcasts_Gold

New Episodes Available Weekly On:

Get Succession Stories in Your Inbox Free

Case studies, examples, templates, and tools for business transition, plus notification of new episodes.

The Business Transition Handbook

Preparing owners to navigate the emotional and practical nature of the transition process so you can exit on your terms and avoid succession regrets.

“A game changer to help you win in your exit and in life.”

Learn More About the Book

Browse More Episodes

How to Navigate the Emotional Minefield of Succession, Albert Ciuksza Jr.

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...

Listen

Embracing Business Transition: The Journey to Your Next Chapter

What does transition mean to you? For each of us, it takes on a different significance depending on where we are in life. Transition is movement—it’s part of a process, a journey that leads us from one chapter to the next. As a business owner, this journey often involves navigating the...

Listen

How Two Brothers Took Startup Software Firm From Idea to Exit, Chris and David Sinkinson

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...

Listen

Why You Need a Transition Plan: Preparing for the Inevitable Exit

Listen

171: From Reluctant Successor to Innovation Leader, Karen Norheim

In this Succession Stories episode, – When the episode first aired in 2021, Karen emerged as a leader who, despite initial reluctance, embraced her role with a combination of curiosity and determination. Under her guidance, the company leaned into strategic growth and innovation, reaping the...

Listen

The Business Transition Handbook, Laurie Barkman on The Wayfinder Show

Laurie Barkman joins host Luis Hernandez for a compelling discussion on setting up businesses for successful exits and successions. Known as the ‘Business Transition Sherpa,’ Laurie shares her journey from founding and leading a $100 million revenue company to selling it to a Fortune...

Listen

170: Navigating Family Business Transitions, Maryann Bell

Laurie Barkman 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...

Listen

Knowing When to Sell: Signs It’s Time to Hand Over Your Business

Deciding when to sell your business is one of the most challenging decisions you’ll ever face. It’s a deeply personal choice, often fraught with emotions and financial implications. One practical way to gauge the right time to sell is to recognize when someone else is willing to invest...

Listen

Preparing for a Successful Exit with Business Transition Insights, Laurie Barkman on the DealQuest Podcast

Laurie Barkman returns to the DealQuest Podcast with host Corey Kupfer to share her expertise in mastering business transitions and exit strategies. In this insightful episode, Laurie and Corey dive into the critical aspects of strategic planning and readiness, discuss the latest M&A...

Listen

5 Proven Strategies to Attract Business Acquirers and Sell Your Company

Making the first move in business sales often puts you at a slight disadvantage. Initiating a sale can reveal just how eager you are to part with your business. Instead, it’s always more advantageous to be approached by potential acquirers rather than doing the approaching. Luckily, the...

Listen

View all Episodes