Guiding Businesses From Transition to Transaction, Laurie Barkman on Your Business, Your Life
Without proper guidance and careful planning, it can be difficult to know where to start when considering how best to transition ownership and ensure profitable continuity for yourself and future owners. Furthermore, understanding the pitfalls of succession planning...
Avoiding Succession Pitfalls, Laurie Barkman on Exit Readiness Podcast
As with any strategic planning it’s as important to know what pitfalls to avoid as much as it is what actions to take or put in place. And there are not a few pitfalls to avoid when planning your exit which is most often the most significant and impactful event and...
123: Reward and Retain Key Employees to Maximize Exit Value and Transition Options – Anna Felix, StrongHold Wealth Partners
The earlier you plan for life after exiting your business, the more successful your transition will be. Determine your post-exit goals and work towards a number that helps you achieve your preferred lifestyle. Anna Felix, Smart Money Strategist with StrongHold Wealth...
121: It’s the Net Number That Counts. Tax Strategies to Consider When Selling a Business, Joel Valentine and Christoper Weir, Wessel and Company CPA
When selling your business, it’s the net number that counts. Succession Stories host Laurie Barkman focuses on tax strategies to consider when selling a business and speaks with two colleagues from Wessel & Company, a regional tax and accounting firm in...