Feb 9, 2023

How to Get Clients With Big Exits, Laurie Barkman on Growing Your Financial Business The Woman’s Way Podcast

If you’re not working with clients looking to exit their businesses, you may want to start. There is an incredible opportunity for advisors in the M&A space. Learning more about how entrepreneurs think when it comes to exiting a business could help you access a big pool of amazing clients who want and NEED your advice. 

Laurie Barkman was the CEO of a $100 million revenue company and the current owner of an M&A firm. She’s an expert on transitioning businesses, exit strategies, and succession planning, and during this episode, she reveals what you need to know about entrepreneurial deals, so you’re seen as credible to these types of entrepreneurs. She’ll help you bring more value to your clients who are selling their businesses and give you tips on how to build relationships with clients that last through transitions. 


The Growing Your Financial Business…The Woman’s Way Podcast is hosted by Robyn Crane, CFP®, Speaker/Trainer, 7-Figure Entrepreneur and 4X #1 Best Selling Author. Robyn interviews female financial advisors, industry influencers and highly successful entrepreneurs to give listeners innovative strategies to grow their ideal businesses so they can live their ideal lives. Robyn’s mission is to increase the footprint of women in financial services by helping female financial advisors and insurance professionals become so successful, they never leave the industry.

Tune into Laurie’s episode to learn: 

  • Why focusing on your relationship with a client is such a game changer
  • How to make your client’s business more attractive and transferable to a potential buyer
  • Why it’s a good idea to have an M&A advisor on your team 
  • How to help your clients understand the big picture and focus on their goals

Connect with Laurie Barkman

Website: https://thebusinesstransitionsherpa.com

Facebook: https://www.facebook.com/SmallDotBig

LinkedIn: https://www.linkedin.com/in/lauriebarkman/

Youtube: https://www.youtube.com/@TheBusinessTransitionSherpa/videos

Twitter: https://twitter.com/LaurieBarkman

Connect with Robyn Crane

Website: https://robyncrane.com/

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

YouTube: https://www.youtube.com/c/RobynCrane

Instagram: https://www.instagram.com/robyncrane/?hl=en

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.”


Browse More Episodes

How to Protect Your Equity When Your Business Needs Cash

How to Protect Your Equity When Your Business Needs Cash

When it comes to financing your business growth, you might feel stuck between two tough choices: selling shares to raise cash, or borrowing money from a bank. Selling shares means giving up some of your valuable equity, while bank loans can be expensive and often require a personal guarantee. But...

Lazy CEO Podcast, Business Transitions and Liquidity Events

Lazy CEO Podcast, Business Transitions and Liquidity Events

In this episode of The Lazy CEO Podcast, host Jim Schleckser discusses the topic of liquidity events and business transitions with expert Laurie Barkman from the Business Transition Sherpa. Laurie shares her personal experience going through an M&A process as a CEO and highlights the challenges, emo...