Parhaat Succession Podcastit (2024)

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Ep003 The Journey of Succession Planning | With Alex Krenke on Succession Podcast 38:03

18h ago38:03

38:03

In this conversation, Kori Grillo interviews Alex Krenke, co-CEO of Quest CE, a family-owned software company in the financial services sector. They discuss the company's services, the challenges of navigating regulatory changes, and the importance of company culture and employee engagement. Alex shares insights on the dynamics of working in a fami…

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Her Systems Took This Recruiting Agency From Launch To Rapid Exit 55:49

1d ago55:49

55:49

In this episode of The Art of Succession podcast, host Barrett Young interviews Alanna Thomas, founder of Aligned Recruitment and Thomas Media Agency. The discussion dives into Alanna’s impressive journey, from founding a recruitment company to scaling it for rapid profitability, bringing in a business partner, and successfully exiting—all within 1…

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174: Redefine Your Purpose: The Transformative Journey Beyond The Entrepreneurial Exit, Jerome Myers 34:26

23d ago34:26

34:26

Did you know that only 20% of businesses sell... and 75% of owners express regret after selling? Dive in as Succession Stories host, Laurie Barkman, talks with Jerome Myers about why just 5 out of 100 of businesses exit with excellence. Jerome is the founder of Exodus and an award-winning engineer turned business strategist who helps leaders naviga…

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Ep002 The Grit Behind Entrepreneurial Success | With Paul Jarrett on Succession Podcast 46:02

7d ago46:02

46:02

In this conversation, Paul Jarrett shares his entrepreneurial journey, detailing his humble beginnings in a trailer park, his determination to succeed, and the founding of Bulu Box. He discusses the challenges of raising capital, the importance of resilience, and the dynamics of working with his wife as a co-founder. The conversation highlights the…

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Ep001 Welcome to the Succession Podcast with Kori Grillo 1:46

7d ago1:46

1:46

Welcome to the first introduction of the succession podcast! Like and subscribe to get regular updates on new episodes. This podcast is about the pursuit of success, the art of leadership transitions, and the legacies that shape our future. Whether you're navigating a career shift or planning your next big move, you're in the right place. We're so …

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These Partners Stepped In To Rescue A Buddy's Hearing Aid Store After A Text 52:28

15d ago52:28

52:28

In this episode, host Barrett Young interviews Jarom Rogers, a partner at Legacy Hearing Professionals. They discuss Jarom's experience in taking over and revitalizing a struggling business, navigating financial crises, and dealing with underperforming partners. Background and Initial Challenges Jarom describes the early stages when his friend, who…

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This Rapid Growth CPA Firm Has Gone From Dad's Living Room to 30 Employees 1:04:15

1M ago1:04:15

1:04:15

How do you strike the balance between the professional and the family relationships, especially when your employees are watching? How do you set a valuation on a business that you were instrumental in building? And how do you transform a traditional service business, and position it to scale for the next phase? In this episode of The Art of Success…

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HBO's Industry - Season 3 Discussion! 1:08:09

1M ago1:08:09

1:08:09

Hello Succession Friends!!! We miss you, and we miss our Sunday night Succession fixes. If you need a show to fill the void, we have a recommendation for you!!! We can't believe we have been sleeping on Industry for so long. Luke, Kyle and Kathleen had to jump on the mic after bingeing three seasons of Industry and whew was it a fun one! Come join …

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173: How to Navigate the Emotional Minefield of Succession, Albert Ciuksza 33:21

1M ago33:21

33:21

Laurie Barkman interviews Albert Ciuksza to challenges faced by millennial successors as they take over from baby boomer predecessors. Listen in as they discuss Albert's new book, “Succeeding: Stepping Up Without Stepping In It." There's a demographic shift, with 10,000 baby boomers retiring daily from 2024 to 2027, often skipping over Gen X. There…

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Leaving The Family Business Prepared Her To Take Over This Third Generation Auto Recycler 1:10:55

2M ago1:10:55

1:10:55

What are the unique issues faced in acquiring a third-generation business? What challenges arise when an owner doesn’t want to discuss succession? How do you balance the health of the business with family relationship dynamics? In this episode of The Art of Succession podcast, host Barrett Young interviews Amber Kendrick, the owner of Pete's Auto P…

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She Learned Resilience Losing Their Travel Agency, And Now Helps Others 1:05:36

2M ago1:05:36

1:05:36

How can business owners prepare themselves in the good times for an eventual downturn? How do we distinguish between signs that a business is not working, or we’re just one more week of persistence away from breaking through? When our self-identity is challenged, how can we hold onto what’s important in order to make it through to the other side? I…

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172: How Two Brothers Took Startup Software Firm From Idea to Exit, David and Chris Sinkinson 45:05

2M ago45:05

45:05

Laurie Barkman interviews brothers and business partners, David and Chris Sinkinson, about their experience as co-founders of AppArmor, a bootstrapped SaaS business with a $40 million exit. They discuss the importance of understanding product-market fit, the role of unhappy customers in identifying issues, and the significance of recurring revenue …

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Introducing: On Set With 7:56

2M ago7:56

7:56

If you're looking for more Succession content, here's a snippet of the On Set With episode covering Succession. Step inside the affluent, dysfunctional world of Succession with the people who brought it to life: production designer Stephen Carter and director of photography Patrick Capone. Join host SuChin Pak and learn about the psychology behind …

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Unbeatable Opportunity: How A Text Led These Chiropractors To Business Ownership! 1:03:11

3M ago1:03:11

1:03:11

How do we balance the plans we have for our future and the opportunities that surprise us? How do we shepherd existing clients towards new and better services while also reassuring them we have their best interests in mind? And when we’re in partnership, how do we both shoulder the burden and support each other, while also move towards working in o…

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Industry Season 3 Episode 4 Recap 46:35

3M ago46:35

46:35

Industry Season 3 Episode 4 Recap Do you enjoy shows like Euphoria and Billions? Combine them and you have Industry, HBO’s British TV drama that follows the employees of Pierpoint, a prestigious investment bank in London, through the highs and lows of trying to get ahead in the cutthroat world of banking. Grace Leeder (@hifromgrace), Josh Wigler (@…

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171: From Reluctant Successor to Innovation Leader, Karen Norheim 43:55

3M ago43:55

43:55

Today’s episode is a rewind of one of our favorite conversations with Karen Norheim, a second generation CEO of American Crane, a manufacturing company founded by her father. The show first aired in 2021. Listen in as show host Laurie Barkman, The Business Transition Sherpa, talks with Karen about what fueled their succession story. Karen stepped i…

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Working With His Grandfather Was This CPA's Unfair Advantage 1:02:21

3M ago1:02:21

1:02:21

What unique challenges might we face when we buy into a company founded by a grandparent? What can we learn from our predecessor, while also balancing our desire to make start our own? As we start to consider and author our core values, how do we show both continuity and clarity to our existing clients? In this episode of The Art of Succession podc…

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Industry Season 3 Premiere Recap 56:54

3M ago56:54

56:54

Industry Season 3 Premiere Recap Do you enjoy shows like Euphoria and Billions? Combine them and you have Industry, HBO’s British TV drama that follows the employees of Pierpoint, a prestigious investment bank in London, through the highs and lows of trying to get ahead in the cutthroat world of banking. Grace Leeder (@hifromgrace), Josh Wigler (@r…

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170: Navigating Family Business Transitions, Maryann Bell 25:18

3M ago25:18

25:18

Host Laurie Barkman, The Business Transition Sherpa®, interviews Maryann Bell, a partner at Wingspan Legacy Partners, about the common myths and challenges facing next generation successors in family businesses. Maryann shares insights on the importance of communication, education, and bringing in outside expertise to navigate the delicate dynamics…

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We Know HBO’s Industry 2:39

4M ago2:39

2:39

We Know HBO’s Industry Do you enjoy shows like Euphoria and Billions? Combine them and you have Industry, HBO’s British TV drama that follows the employees of Pierpoint, a prestigious investment bank in London, through the highs and lows of trying to get ahead in the cutthroat world of banking. Grace Leeder (@hifromgrace) and Josh Wigler (@roundhow…

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They Overhauled A 20 Year-Old Online Course That Had Zero Recurring Revenue 45:11

4M ago45:11

45:11

How do you assign a purchase price to an established intellectual property? Where do you focus your attention on improvement without downplaying the value of the property you’ve just acquired? How do you market in a way to attract a customer back who may have purchased from your predecessor years before? In this episode of "The Art of Succession" p…

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169: The Power of Candid Conversations in Exit Planning, Henry DeVries 26:58

4M ago26:58

26:58

Host Laurie Barkman, The Business Transition Sherpa, talks with Henry DeVries, publisher, writer, and CEO of Indie Books International. Listen in as Henry debunks a few myths about creating a sustainable competitive advantage in service businesses through niche specialization. They also discuss the importance of candid conversations in business own…

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

4M 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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A Cancer Diagnosis Gave This CPA Firm Clarity On Client Selection 37:45

4M ago37:45

37:45

How do you keep a family business going in the middle of a health crisis, when the personal takes center stage? How does a new owner make the decision to specialize in a business while also honoring the parent that established those relationships? And how do you learn to trust your own instinct and learn on your own even if it might fail rather tha…

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He Bought Dad's CPA Firm And Built A Powerful Community 54:30

4M ago54:30

54:30

What does it take to stay the course as an entrepreneur for the long haul? How do we use both our failures and our successes to grow us as business owners? And how do we keep coming back to the work ahead when the bright and shiny wears off? In this debut episode of The Art of Succession podcast, host Barrett Young interviews Jason Blumer, CEO of B…

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

4M 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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166: Finding the Right Buyer for Your Legacy, Markus Kaulius 40:46

5M 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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165: How to Overcome Personal Fears in Business Transition, Heather Penny, PhD 28:57

5M 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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The Art of Succession Trailer 1:43

5M ago1:43

1:43

Stepping into the role of business owner is one of the most challenging endeavors you'll undertake. Buying that business from someone you already know amplifies the risk of mistakes. On The Art of Succession Podcast, you'll hear from entrepreneurs who've successfully transitioned from employee to owner by acquiring businesses from parents, former b…

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

5M 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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163: From Niche Digital Business To 7-Figure Exit, Tony Whatley 38:08

5M 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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162: Revolutionize Your Business Post-Bankruptcy, Greg McDonough 26:35

5M 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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161: Mastering The Art of Successful Transactions, Susan Keller 22:01

6M 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

6M ago21:14

21:14

Host Laurie Barkman, The Business Transition Sherpa, talks with Jon Eesley, Partner at Windsor Advisory Group. With over 45 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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159: Focus on Building Value, Not Just Revenue, Darryl Bates-Brownsword 28:34

6M 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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158: The Secrets of Successful Business Transactions with Reid Tileston 42:27

7M 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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157: Creating A Profitable Niche Business to Sell, David Spray 28:45

7M 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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156: Building Your Business With Exit Strategy In Mind, Mike Malatesta 37:46

7M 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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155: Successfully Exiting A Family Business After Turning It Around, JV Crum III 39:11

8M 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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154: Success Secrets For Family Businesses Navigating Growth Crossroads, Meghan Lynch 34:49

8M 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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What Will Succeed Succession? 1:18:46

8M ago1:18:46

1:18:46

What Will Succeed Succession? Post Show Recaps is closing its doors, but before it does, Jess Sterling (@thejesssterling), Grace Leeder (@hifromgrace) and Amanda (@dramandar) discuss what will succeed Succession? What will be the next best dramedy? Who will be our next best sad boy? Listen and find out!…

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

8M 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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152: Why Your Company Needs a Board, Ralph Ward 27:15

8M 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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150: How To Build a Scalable Business with Alex Neist, Founder of Hostage Tape 1:00:45

9M 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

9M 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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Welcome to Mangum Talks Shogun! 19:21

9M ago19:21

19:21

Spencer and Lee introduce the newest podcast from Mangum Talks- "Mangum Talks Shogun!" This series will provide an episode-by-episode recap of the FX series "Shogun" as well as periodic reviews of the source material by James Clavell. Subscribe today wherever you get your podcast! https://podcasts.apple.com/us/podcast/mangum-talks-shogun/id17303602…

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149: How To Have Tough Succession Conversations, Jane Hanson 32:22

10M ago32:22

32:22

Succession Stories host Laurie Barkman, The Business Transition Sherpa®, welcomes Jane Hanson, a nine-time Emmy award winning correspondent. She has an amazing resume as a network co-anchor in New York, and has covered events ranging from the tragedy of 9/11 to the joy of the Yankees victory parades. She has interviewed presidents, business leaders…

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148: How to Spot Sales Risk in Your Succession Plan with David Newman 25:41

10M ago25:41

25:41

Succession Stories host Laurie Barkman, The Business Transition Sherpa®, welcomes David Newman, author of the business bestseller "Do It! Marketing" and his new book, "Do It! Selling." He's the founder of the Do It! MBA mentoring program and the host of The Selling Show, a top-rated business podcast. Laurie and David discuss his take on how busines…

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147: How to Talk with Family about Business Ownership Succession, Matt DiFrancesco 32:52

10M ago32:52

32:52

Succession Stories host Laurie Barkman, The Business Transition Sherpa®, welcomes Matt DiFrancesco, Principal of HighLift Financial, and host of the "Your Business, Your Life" podcast. Laurie and Matt discuss navigating complex family dynamics for business succession planning. How to have difficult conversations with family members, especially chil…

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