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...
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...
Today on the IC-DISC show, Laurie Barkman, a renowned CEO and author of The Business Transition Handbook, joins host, David Spray, for an insightful discussion. As the acclaimed Business Transition Sherpa, Laurie sheds light on the reality that all business owners...
Succession Stories host Laurie Barkman, The Business Transition Sherpa(™), welcomes Rocco Cozza, Founder and Managing Partner of Cozza Law Group, for a conversation spotlighting a topic owners may be starting to think about, but not yet talk about – business legacy...
Succession Stories host Laurie Barkman, The Business Transition Sherpa(™), welcomes John Denny, Principal of Denny Civic Solutions and the first client Laurie brought onto the show. In this episode, Laurie and John tackle a topic close to Laurie’s heart –...