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Aug 21, 2023

CAPitalize Your Business Succession Plan

CAPitalize Your Business Succession Plan with Laurie Barkman

How do you value a company (including yours)? How do you navigate the emotional and practical nature of the business transition process and exit on YOUR terms, while at the same time avoiding succession regrets? How does Laurie, as an M&A broker, handle a business owner’s emotional mental state when it’s the perfect time financially for them to sell? And finally, what is the best piece of advice Laurie can give business owners looking to sell their business?

Laurie Barkman, the former CEO of a company with $100 million in annual revenue that sold to a Fortune 50 firm, had the pleasure to be on the CAPitalize Your Finances podcast hosted by Chris Panagiotu. Laurie is a true “business transition sherpa,” a business exit planning advisor and host of the award-winning podcast Succession Stories, providing guidance to business owners on how to plan successful transitions.  For those of you that are looking to sell and/or buy a business and want to learn more about her framework, you NEED to read her book, The Business Transition Handbook.

Show Links:

Website: https://capitalizeyourfinances.com/

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The Business Transition Handbook

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

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6 Critical Steps to Plan Your Business Transition

6 Critical Steps to Plan Your Business Transition

Business transition and succession planning involves big decisions. There are emotional aspects too! While there's no one roadmap, here are six critical steps to achieve business transition success regardless of which path you take.
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Automate Business Processes to Create Value

Automate Business Processes to Create Value

AI automation can be a game-changer for small businesses looking to streamline their processes, save time and money, and stay competitive. With the help of AI, small businesses can achieve greater efficiency, make better decisions, and improve the overall customer experience.
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Who Else Wants to Run a Company That Can Thrive Without You?

Who Else Wants to Run a Company That Can Thrive Without You?

Laurie Barkman emphasizes the importance of decreasing owner dependency for increased business value. She presents seven actionable strategies, including building leadership teams, delegating tasks, and aligning incentives, that help organizations thrive beyond their owners' involvement.
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