May 10, 2024

How to Plan a Winning Business Transition, Laurie Barkman on Agent of Wealth

In this episode of The Agent of Wealth Podcast, Laurie Barkman, “The Business Transition Sherpa” joins host Marc Bautis. Laurie shares essential strategies for proactively planning your business transition, emphasizing the importance of having a plan in place before it’s too late.

Discover how to evaluate the value of your business effectively, with practical tips applicable to any business looking to enhance its worth. Explore the significance of creating a contingency plan and learn compelling reasons for its necessity.

Laurie also guides listeners on assessing potential risks and implementing measures to safeguard their businesses. Gain insights into navigating the delicate balance between numerical considerations and emotional decision-making.

Listen in to learn more about:

  • How to proactively plan your business transition before it’s too late.

  • How business owners can get clear on the value of their business, including tips any business can use to add value.
  • What it means to create a contingency plan, and compelling reasons for doing so.

  • How to assess potential risks, and protect your business against them.

  • How to determine what’s more important to you regarding numbers and emotional decision-making.

  • And more!



New Episodes Available Weekly On:


Get Succession Stories in Your Inbox Free

Case studies, examples, templates, and tools for business transition, plus notification of new episodes.

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.”