Capitalize Your Business Succession Plan with Laurie Barkman, Author of the Business Transition Handbook- Episode 74

I’m SO excited to speak with today’s guest, Laurie Barkman, the former CEO of a company with $100 million in annual revenue that sold to a Fortune 50 firm. Laurie is a true “business transition sherpa,” a business exit planning advisor and host of the award-winning podcast Succession Stories, providing guidance to business owners on how to plan successful transitions.  For those of you that are looking to sell and/or buy a business and want to learn more about her framework, you NEED to read her book, The Business Transition Handbook.

How do you value a company (including yours)? How do you navigate the emotional and practical nature of the business transition process and exit on YOUR terms, while at the same time avoiding succession regrets? How does Laurie, as an M&A broker, handle a business owner’s emotional mental state when it’s the perfect time financially for them to sell? And finally, what is the best piece of advice Laurie can give business owners looking to sell their business?

Learn more than you ever thought you could about the ins and outs of selling a business with me and Laurie Barkman on today’s episode of CAPitalize Your Finances!

Important Information:

Christopher Panagiotu is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name CAPitalize Your Finances, a separate entity from LPL Financial. Laurie Barkman and any other individual or company mentioned in this podcast are not affiliated with CAPitalize Your Finances or LPL Financial. ART-467561 (08/23​)

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