How to Plan a Winning Business Transition With Laurie Barkman

The Agent of Wealth

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4M ago 22:12

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100% of business owners are going to exit one day, but less than 10% have a written and communicated plan for doing so. If you fall into the remaining 90%, it’s time to get a plan in place.

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Laurie Barkman, “The Business Transition Sherpa.” She’s the former CEO of a $100 million revenue company, the author of The Business Transition Handbook: How to Avoid Succession Pitfalls and Create Valuable Exit Options, and hosts the award-winning podcast Succession Stories.

In this episode, you will learn:

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!

Resources:
Episode Transcript & Blog | thebusinesstransitionsherpa.com | The Business Transition Handbook: How to Avoid Succession Pitfalls and Create Valuable Exit Options | Succession Stories | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

216 episodes

#Trading #Business #Marc Bautis #Podcasting Education #Self-Improvement #Investing #Financial Planning #Wealth Management #Retirement #Personal Finances #Small Business Owners