Create and Transfer Business Value with Laurie Barkman

by Laurie Barkman | Nov 5, 2020 | Media Appearances, Sell or Transition, Succession Stories Podcast

Episode 93: Create and Transfer Business Value with Laurie Barkman This week, Laurie Barkman shares all about the art of creating and transferring business value on The DealQuest Podcast with Corey Kupfer. Read a blog post article about the episode here:...

E21: Embracing a New Landscape | Elizabeth McCormick, UniGlobe Travel Designers

by Laurie Barkman | Oct 27, 2020 | Innovative Growth, Sell or Transition, Succession Stories Podcast

Listen to the episode: Laurie Barkman speaks with Elizabeth Blount McCormick, 2nd generation CEO of UniGlobe Travel Designers. Elizabeth discussed the challenges of COVID-19 on her firm, and how focusing on client service, relationships, and fresh ideas are creating...

E20: Shaping a Successful Next Act After the Sale – Evan J. Segal

by Laurie Barkman | Oct 13, 2020 | Exit Value, Innovative Growth, Sell or Transition, Succession Stories Podcast

Listen to the episode: On this episode, Laurie Barkman speaks with Evan J. Segal, General Partner of 412 Venture Fund. Evan shares how he grew his third generation manufacturing company and sold it to a strategic buyer. He also tells how he created a meaningful next...

E18: Ann Dugan – Enterprising Generations

by Laurie Barkman | Sep 15, 2020 | Exit Value, Sell or Transition, Succession Stories Podcast

Listen to the episode: On this opening episode of Season 2, Laurie Barkman speaks with Ann Dugan, former Executive Director and Founder of the Institute for Entrepreneurial Excellence. Her expertise in succession, Board governance, and family philanthropy stems from...

E17: Strategic Planning for Succession, Bradley Franc | Season 1 Finale

by Laurie Barkman | Aug 4, 2020 | Sell or Transition, Strategic Planning, Succession Stories Podcast

Listen to the episode: On the Season 1 Finale, Bradley Franc, author of The Succession Solution, joins Laurie Barkman to discuss how business owners can bring the future into the present by including transition planning as part of strategic planning. Listen in as they...

E16: Controlling Your Destiny – Mary Richter, Schneider Downs

by Laurie Barkman | Jul 28, 2020 | Exit Value, Sell or Transition, Succession Stories Podcast

Listen to the episode: Mary Richter is a Shareholder at Schneider Downs, one of the 60 largest accounting and business advisory firms in the United States. Mary was a catalyst for formalizing a practice group for exit planning and succession advisory services to help...