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...
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...
What do small business owners wish they had done differently before selling? While the attention on billion-dollar mergers and acquisitions, detailed information about acquisitions of smaller businesses is harder to find. Alexis Grant launched an online media...
If your goal in life is to have no regrets, what are the things you need to address now to be happy about your business transition? Bruce Werner, family business advisor and author of “The Ownership Journey,” joins Laurie Barkman on Succession Stories to...
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...
For any business, regardless of size, innovation is an essential part of growth. We live in the age of entrepreneurs who are disrupting large companies more than the large companies are disrupting each other. Technologies like generative AI are enabling us to create...