Best Exitplanning Podcasts (2024)

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168: Introducing The Endgame Entrepreneurship Masterclass! Laurie Barkman 14:10

6h ago14:10

14:10

Join host Laurie Barkman, The Business Transition SherpaⓇ, as she celebrates four years of inspiring conversations and life-changing insights on the Succession Stories podcast. With over 4.5 million companies and $14 trillion of business wealth at stake in the next decade, Laurie's mission to guide entrepreneurs through their succession journeys ha…

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Ep #098: 6 Money Lessons I Wish I Knew Earlier For Lasting Wealth 13:28

8h ago13:28

13:28

In this episode, I share six essential money lessons that can transform your financial future. I discuss common financial mistakes and offer practical advice to help you avoid them. Whether you're just starting out or you're a seasoned business owner, these lessons will guide you towards making smarter financial decisions and building lasting wealt…

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167: Power of Family Business Advocacy and Succession Planning, Pat Soldano 28:17

1h ago28:17

28:17

Did you know that 87% of the businesses in the United States are family owned? That’s 32.4 million family businesses and they contribute $7.7 trillion to the GDP. Pat Soldano, a strong advocate for family businesses, joins Succession Stories host Laurie Barkman, The Business Transition Sherpa. Pat is the President of Family Enterprise USA (FE-USA) …

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Ep #097: Avoid These 9 Bad Money Habits to Build Wealth 8:37

3d ago8:37

8:37

In this episode, I dive into the importance of understanding and breaking free from bad money habits that can hold you back from financial success. Drawing on over 15 years of experience as a Certified Financial Planner, I share nine common money mistakes and practical tips on how to overcome them. From the pitfalls of paying yourself last to the d…

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166: Finding the Right Buyer for Your Legacy, Markus Kaulius 40:46

5d ago40:46

40:46

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 operator to visionary owner, crafting a culture of empowerment and resilience. Learn how he scal…

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Ep #096: Balancing ROI and ROL: Ensuring a Fulfilling Life After Business Exit 5:10

10d ago5:10

5:10

In this episode, I dive into investing in life beyond financial gains emphasizing the importance of Return on Life (ROL) versus Return on Investment (ROI), sharing personal experiences and practical strategies for business owners planning to exit within the next five years. Discover how to balance financial success with a fulfilling life, ensuring …

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165: How to Overcome Personal Fears in Business Transition, Heather Penny, PhD 28:57

14d ago28:57

28:57

75% of owners express regrets one year after selling. We’re a mission to break the cycle. What do we fear in times of transition? How do we develop a vision for ourselves beyond today? When it comes to business transition, the identity we have – business owner, CEO, leader, family member, all play a part. Heather Penny works with business leaders o…

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Ep #095: Navigating CEO Transitions: Strategies for New CEOs and Exiting Founders with Matt Sharrers 38:26

17d ago38:26

38:26

In this episode, we delve into the world of leadership transitions with Matt Sharrers, an expert in CEO succession and advisor to private equity firms. Learn about the critical strategies for new CEOs, the importance of a shared exit plan among business partners, and how to navigate the emotional and practical challenges of stepping down. Whether y…

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164: Do's and Don'ts of Successful Acquisitions, Kyle Grieve 26:23

20d ago26:23

26:23

Be sure to subscribe to the show and sign up for our newsletter at https://thebusinesstransitionsherpa.com Host of the #1 stock investing podcast in the world, “We Study Billionaires” Kyle Grieve, joins Laurie Barkman on today’s episode. As part of The Investor's Podcast Network, Kyle helps professional investors and business people all over the wo…

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Ep #094: Exit Planning For Business Partners: Why Business Partners Need to Plan for Exit and How to Get Started 6:29

24d ago6:29

6:29

In this episode, we tackle the crucial topic of exit planning for business partners. With more than half of privately held companies having multiple owners, the process of transitioning out of a business can be complex and challenging. Join us as we dive into why it's essential for business partners to have a shared exit plan and how to navigate th…

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163: From Niche Digital Business To 7-Figure Exit, Tony Whatley 38:08

27d ago38:08

38:08

Laurie Barkman, The Business Transition SherpaⓇ, talks with Tony Whatley, a 20+ year serial entrepreneur, business coach, best-selling author, podcast host, and speaker. Tony is Co-Founder of LS1Tech, an online automotive performance community which grew into the largest of its kind with more than 300,000 registered members and 150 advertising acco…

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Ep #093: 7 Essential Questions to Answer Before Exiting Your Business 6:38

1M ago6:38

6:38

In this episode, we dive into the crucial considerations every business owner must address before exiting their business. Join us as we explore 7 essential questions that will help you strategically plan your transition and achieve a successful exit. Whether you're looking to retire within the next five years or just starting to think about your fu…

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162: Revolutionize Your Business Post-Bankruptcy, Greg McDonough 26:35

1M ago26:35

26:35

Host Laurie Barkman, The Business Transition Sherpa, is joined by Greg McDonough, Managing Partner of Blackburn Capital Advisors and host of the Chief Endurance Officer Podcast. Listen in as they discuss navigating a business turnaround through bankruptcy.Bankruptcy can be viewed as a tool for recovery rather than a sign of failure. Greg discusses …

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Ep #092: How to Sell Your Business Tax-Free with a Charitable Remainder Trust 8:06

1M ago8:06

8:06

In this episode, we dive into the benefits of using a Charitable Remainder Trust (CRT) to maximize the proceeds from selling your business. Learn how CRTs can help you avoid capital gains taxes, provide a large income tax deduction, and create a lasting charitable legacy. Discover the steps to set up a CRT, real-life examples, and key consideration…

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161: Mastering The Art of Successful Transactions, Susan Keller 22:01

1M ago22:01

22:01

Host Laurie Barkman, The Business Transition SherpaⓇ, is joined by Susan Keller, Founder of Entrepreneurial Executives. Susan advises businesses from startups to publicly traded companies on growth strategies and transactions. Laurie talks with Susan as a fellow M&A Advisor about why it's valuable for entrepreneurs to get an early start with transi…

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160: Overcoming Fear and Preparing For a Successful Ownership Transition, Jon Eesley 21:14

2M ago21:14

21:14

Host Laurie Barkman, The Business Transition Sherpa, talks with Jon Eesley, founder of Windsor Advisory Group. With over 27 years of experience working with privately held businesses, Jon has helped countless business owners navigate the complexities of succession planning. His approach focuses on understanding clients' personal goals and values to…

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Ep #091: A Business Owner's Guide to Retirement and Exit Strategy Using Employee Stock Ownership Plans (ESOPs) with Kelly Finnell, J.D., CLU, AIF® 37:56

2M ago37:56

37:56

In this episode, we delve deep into Employee Stock Ownership Plans (ESOPs) with one of the nation's leading experts, Kelly Finnell. With over 40 years of experience, Kelly brings a wealth of knowledge and practical advice on how ESOPs can serve as a strategic tool for business owners looking to exit while ensuring a legacy of success and employee s…

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Ep #090: 10 Critical Areas Impacted By Your Business Exit 8:52

2M ago8:52

8:52

In this episode, we explore why establishing an exit strategy is not just wise but necessary for the wellbeing of both the business and the business owner. Despite the excitement of daily operations and growth, many small to mid-sized business owners overlook the necessity of exit planning. Without a solid plan, the impact of an exit can ripple out…

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159: Focus on Building Value, Not Just Revenue, Darryl Bates-Brownsword 28:34

2M ago28:34

28:34

Host Laurie Barkman, The Business Transition SherpaⓇ, is joined by Darryl Bates-Brownsword, Managing Partner of Succession Plus in the UK. He hosts The Exit Insights Podcast and is a business consultant with over two decades of experience building and selling companies. They discuss the importance of preparing for business exits and scaling entrepr…

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EP 121: Q2 2024 Deal Stats Report 20:21

2M ago20:21

20:21

In this episode, Ed Mysogland shares key insights from the latest quarterly Deal Stats report on business valuation trends. He discusses how EBITDA multiples have returned to typical levels after fluctuating during the pandemic. Ed also analyzes sector performance and highlights contradictory trends in private company sales multiples. Learn about t…

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Ep #089: Overcoming the Top 5 Barriers to a Successful Business Exit 11:51

2M ago11:51

11:51

In this episode, we explore the top five barriers that entrepreneurs face when exiting their businesses and provide actionable strategies to overcome them. Discover how to address the lack of clarity on core problems, understand the financial implications, manage non-financial risks, and ensure leadership continuity. We also delve into the emotiona…

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EP 120: Business Valuation Calculator Reviews 26:09

2M ago26:09

26:09

Join Ed Mysogland in a deep dive into the world of online business valuation calculators. Unravel the complexities and limitations of these tools as Mysogland discusses the challenges of applying market data to private companies and highlights the drawbacks of relying solely on digital solutions. Discover the pros and cons of each, alongside insigh…

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158: The Secrets of Successful Business Transactions with Reid Tileston 42:27

2M ago42:27

42:27

Unlock the story behind Reid Tileston's remarkable entrepreneurial journey in this episode of Succession Stories. Join Laurie Barkman, The Business Transition Sherpa®, as she sits down with Reid, a driven acquisition entrepreneur, to dive into his inspiring path from a 23-year-old with $100k to a thriving Anytime Fitness franchisee. Through candid …

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Ep #088: Mastering the Deal of a Business Exit: Insights from M&A Attorney Alex Prasad 45:37

2M ago45:37

45:37

In this episode, I interview Alex Prasad, a seasoned M&A attorney and entrepreneur and we dive into the crucial aspects of business exits and M&A law, exploring the profound impact of building relationships in successful business transactions. Discover practical strategies for business owners to navigate the complexities of selling a business, unde…

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157: Creating A Profitable Niche Business to Sell, David Spray 28:45

2M ago28:45

28:45

Host Laurie Barkman, The Business Transition Sherpa, talks with David Spray, Founder and President of Export Advisors, which serves the owners of privately-held, U.S. exporting companies. Over the past 20 years, the firm has created more than $400 million in wealth for hundreds of entrepreneurs and their families from the IC-DISC tax savings progra…

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Ep #087: 7 Tax-Saving Strategies for Business Owners Selling Their Company 11:09

2M ago11:09

11:09

In this episode, learn about seven critical strategies to eliminate, reduce, or defer taxes when selling your business. We'll explore various tax-efficient methods, from leveraging real estate and Qualified Small Business Stock to structuring installment sales and investing in Qualified Opportunity Zones. Whether you're considering selling now or i…

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156: Building Your Business With Exit Strategy In Mind, Mike Malatesta 37:46

3M ago37:46

37:46

Host Laurie Barkman, The Business Transition Sherpa, talks with Mike Malatesta, CEO of LJP Waste Solutions. Over the past 30 years, Mike's experienced the highs and lows of entrepreneurship. He built and sold two waste recycling companies that grossed more than $500M. He’s also an author, podcaster, and advisor to business owners. Mike talks about …

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Ep #086: Safeguarding Your Wealth: The Role of Prenups for Business Owners 8:27

3M ago8:27

8:27

Discover how a prenuptial agreement can safeguard your assets and ensure a smooth process in the event of unforeseen circumstances. I discuss why prenups are crucial for business owners, outline the potential risks, and provide a step-by-step timeline for implementing a pre-marital agreement. Resources: Timeline of Getting a Prenup Before Marriage …

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Ep #085: 10 Key Strategies to Increase Your Business Value Before Exiting 6:48

3M ago6:48

6:48

In this episode, we dive into effective strategies for business owners looking to maximize the value of their businesses in preparation for a successful exit. Discover 10 essential tactics, from reducing owner-dependence and creating Standard Operating Procedures (SOPs) to fostering recurring revenue and diversifying suppliers. Whether you're conte…

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Ep #084: How Asset Protection Can Save Your Business: Essential Strategies 6:37

3M ago6:37

6:37

Uncover essential asset protection strategies to safeguard your personal and business assets. Learn about choosing the right business entity, banking best practices, insurance, intellectual property protection, succession planning, and Tenancy by the Entirety. Protect your legacy and ensure your business thrives. ----- We help business owners: → Un…

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155: Successfully Exiting A Family Business After Turning It Around, JV Crum III 39:11

3M ago39:11

39:11

Succession Stories host Laurie Barkman, The Business Transition SherpaⓇ, sits down with JV Crum III, founder of the Conscious Millionaire Institute and Conscious World Foundation Inc.–a global non-profit that trains youth to become conscious leaders. What happens when you’re asked to join the family business but then discover there are BIG financia…

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Ep #083: Early Exit Planning: Why It's Crucial for Business Owners Without an Immediate Plan to Transition 5:42

3M ago5:42

5:42

Regardless of whether you're in the growth cycle of your business with no plans to leave your business anytime soon, preparing for an eventual transition will be essential. We explore the hard truths about the importance of being proactive rather than reactive in planning for the future, ensuring that your business, team, and family are well-prepar…

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154: Success Secrets For Family Businesses Navigating Growth Crossroads, Meghan Lynch 34:49

3M ago34:49

34:49

Succession Stories host Laurie Barkman, The Business Transition SherpaⓇ, is joined by Meghan Lynch, the driving force behind Six-Point Creative, a marketing services firm dedicated to empowering family-owned and closely-held businesses. Meghan's mission is to help family businesses compete against industry giants. Listen in as they explore: The cha…

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EP 119: How to Sell when the Business Owner is the #1 Sales Person 37:56

4M ago37:56

37:56

One of the primary reasons businesses don't sell is that the business owner is the person with all of the sales relationships. Most buyers have to reduce the value or offer a risk-mitigated structure to get comfortable with the existing owner's role post-acquisition. I often lament about how, as dealmakers, we can address this sooner in the exit pl…

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Ep #082: Planning With the End in Mind: How I Explain It To Business Owners 4:28

4M ago4:28

4:28

In this episode I explain the critical concept of planning with the end in mind, especially tailored for successful business owners contemplating succession, selling their business, or transitioning into retirement. By using a mountain climbing analogy, we explore the dual objectives of reaching the summit (accumulation phase) and safely descending…

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153: Discovering The Hidden Secrets Behind A $37 Million Exit, Max Lewis 37:05

4M ago37:05

37:05

Welcome back to the Succession Stories podcast. If you haven't already, be sure to subscribe, and if you enjoy the show, please leave us a review! Go to RateThisPodcast.com/successionstories. Host Laurie Barkman welcomes Max Lewis, entrepreneur and author of “Who Is Max Lewis?” Max shares what led to the eventual sale of his company for $37 million…

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EP 118: Improvement Tips to Help Make Your Business More Saleable in 2024 20:45

4M ago20:45

20:45

I regularly get asked about how best to prepare a company for sale. The first challenge is time. Most business owners understate how long it takes to get out. The second is what this episode is about - what little things can you do to make your business ready for sale. It takes time, but it is worth it when you enter the marketplace. If listening i…

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Ep #081: 4 Essential Questions Every Entrepreneur Must Ask Before Selling Their Business 5:05

4M ago5:05

5:05

In this episode, we dig into four essential questions every entrepreneur must ask themselves before business succession planning and selling their business. We address common reasons business owners delay exit planning and succession planning ranging from being too overwhelmed in the daily operations or just simply not knowing where to start. Liste…

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Ep #080: Scaling and Exiting a Family-Owned Business for 8-Figures with Ivan and Mariana Polic 1:01:14

4M ago1:01:14

1:01:14

In this inspiring episode, we dive deep into the remarkable journey of Ivan and Mariana who navigated the complex path from burnout to achieving an 8-figure business exit. With firsthand insights into the challenges of working within a family business, building a robust succession plan with their father, and the strategic maneuvers that led to trip…

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152: Why Your Company Needs a Board, Ralph Ward 27:15

4M ago27:15

27:15

Ralph Ward is the editor of the Corporate Board Magazine and an expert in corporate governance. He’s the author of six books on corporate governance and board issues. I asked him to join me on the show to talk about best practices for private company boards. It’s about governance and strategic guidance. Boards aren’t just for large public companies…

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Ep #079: Five Key Strategies to Improve Your Financial Health 5:54

4M ago5:54

5:54

In this episode, I discuss five key financial strategies for entrepreneurs, focusing on building personal and business emergency funds, effective debt repayment, and smart investing both inside and outside of the business. I offer practical advice for managing financial risks, enhancing cash flow, and achieving financial independence. Meant for bus…

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150: How To Build a Scalable Business with Alex Neist, Founder of Hostage Tape 1:00:45

4M ago1:00:45

1:00:45

Welcome back to the Succession Stories podcast. If you’re not already, please give me a follow on LinkedIn and Instagram @lauriebarkman. Be sure to subscribe, and if you enjoy the show, please leave us a review! Go to RateThisPodcast.com/successionstories. Today we welcome Alex Neist, a serial entrepreneur and former professional athlete. Alex is t…

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151: Avoid Burnout: Top Tips For Entrepreneurial Success, Cesar Quintero 36:59

4M ago36:59

36:59

Succession Stories host Laurie Barkman, The Business Transition Sherpa™, welcomes Cesar Quintero, a serial entrepreneur in the foodservice industry. At age 24, Cesar moved to Miami given the economic turmoil in Venezuela to pursue his dream of starting a business and helping others achieve a healthier lifestyle by founding Fit2Go - the first corpor…

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EP 117: Planning Your Sale in 2024 21:35

5M ago21:35

21:35

Exiting a business is a pivotal moment filled with complex emotional and financial decisions. This podcast episode dives into a structured 5-step plan to ensure a successful and fulfilling exit. We explore the significance of understanding your motivations, aligning your exit strategy with your goals, determining your financial needs, deciding on y…

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Ep #078: When Should Retiring Owners Sell Their Business? 6:53

5M ago6:53

6:53

In this episode of the podcast, we dive into critical questions that many retiring business owners face: "When is the right time to sell my business?" "Will selling my business fund retirement?" "What to consider before you sell your business and retire." This discussion is aimed at entrepreneurs and business owners contemplating retirement, seekin…

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EP 116: Evaluating Company-Specific Risk: Telescopic Observation 12:53

5M ago12:53

12:53

The "Telescopic Observation" provides an insightful overview of a strategic framework designed to enhance the SWOT (Strengths, Weaknesses, Opportunities, Threats) analysis by offering a more structured approach to examining an organization's internal and external environments. It emphasizes the need for a more focused, inclusive, and systematic met…

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Ep #077: Maximizing Philanthropy and Taxes: A Strategic Guide to Donor Advised Funds 5:31

5M ago5:31

5:31

Discover the power of a Donor Advised Fund (DAF) in this episode. We dive into the strategic benefits of using DAFs for impactful donations and significant tax reductions. Learn how business owners and high-earners can leverage DAFs to optimize tax benefits during peak earning years, understand the process of donating appreciated assets like stocks…

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EP 115: Business Valuation Multiples Update 18:13

5M ago18:13

18:13

In this fresh episode, we explore the Q4 2023 DealStats Value Index, providing a detailed analysis of current business valuation trends. Notably, we've spotted a significant shift: EBITDA multiples are moving towards a normalized figure, landing at 3.4x in Q3 2023, indicating a stabilizing market. Additionally, net sales multiples have slightly ris…

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Ep #076: Exit Planning Strategies to Avoid Regret After a Business Sale 7:35

5M ago7:35

7:35

In this podcast episode, I discuss the critical aspects of exit planning, financial planning, and life after business for entrepreneurs and business owners. It outlines a comprehensive approach on how to make a regretless choice when considering a business sale, emphasizing the importance of financial readiness, business valuation, and personal ful…

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EP 114: Does your Business Valuation Help or Hurt Your Chances Selling Your Business? 23:13

6M ago23:13

23:13

In my 30-year journey through the world of deal-making, I’ve had the pleasure of conducting thousands of business valuations and working alongside some of the most talented appraisers across the United States. In this podcast episode, we’re diving into a common confusion in the business valuation process—what you expect versus what you actually get…

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