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All Episodes

Succession Stories — 229 episodes

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Title
1

228: Scaling Smart, Exiting Intentionally with Bruce Eckfeldt

2

227: Protecting People, Legacy, and Culture with Amy Veltri, NGE

3

226: Building Value Beyond the Founder: The Structural Capital Advantage, Steve Preda

4

225: How Smart Business Owners Plan For The Unexpected with Scott Arden

5

224: The B.U.I.L.T.™ Method for Business Growth and Transition with Laurie Barkman

6

223: Optometrist to Tech Maven, Journey in Revolutionizing Eye Care with Dr. Brianna Rhue

7

222: Courageous Pivot From Corporate Job to Business Ownership with Aashay Kumar

8

221: How to Finance a Business Transition or Acquisition, David Miller

9

220: Steep Learning Curves, Brandon Stanchock - The Entrepreneur Gene Series

10

219: Find Passion, Don't Just Chase The Dollar, Larry Whiteside Jr - The Entrepreneur Gene Series

11

218: The Maverick Mind of an Entrepreneur, Travis Howerton - The Entrepreneur Gene Series

12

217: Nurturing Legacies, Corey Perlman - The Entrepreneur Gene Series

13

216: The Sockfluencers: Spreading Happiness, John and Mark X. Cronin - The Entrepreneur Gene

14

215: All In On Accountability, Molly McGrath - The Entrepreneur Gene

15

214: Genetically Entrepreneur, Jim Haviland - The Entrepreneur Gene

16

213: Balancing Business and Identity, Jennifer Bisceglie - The Entrepreneur Gene

17

212: Embracing Smart Risks, Casey Cheshire - The Entrepreneur Gene Series

18

211: Propensity and Passion, Christopher Antonopoulos- The Entrepreneur Gene Series

19

210: Crafting Family Legacies, Matt Chiaradonna - The Entrepreneur Gene Series

20

209: Assembling Your Personal Board, Pete Schramm - The Entrepreneur Gene Series

21

208: The Power of Influence, Cooper Munroe - The Entrepreneur Gene Series

22

207: Disruptive Innovation, Luke Williams - The Entrepreneur Gene Series

23

206: Lions and Tigers and Entrepreneurs, Oh My! Brea Starmer - The Entrepreneur Gene Series

24

205: Entrepreneurs Are Made if Not Born, Jaclyn Beatty - The Entrepreneur Gene Series

25

204: Risk, Resolve, Results, Harry Haywood - The Entrepreneur Gene Series

26

203: Accidental Entrepreneurship, Jessica Kenyon - The Entrepreneur Gene Series

27

202: Embracing Heliotropic Leadership with Dr. Harry Cohen - The Entrepreneur Gene Series

28

201: Sewing for Space with Aleksandra Bogunovic - The Entrepreneur Gene Series

29

200: Why Start Exit Planning Now! Jim Carlisle

30

199: Challenges, Choices, and Chapters, Julie Broad - The Entrepreneur Gene Series

31

198: Why Hiding Failure Hurts More Than It Helps - Brian Marshall

32

197: Delusional Optimism - Gregory Silvano - The Entrepreneur Gene Series

33

196: Transform Your Business Into a Lasting Legacy - Mark L. Vincent

34

195: Embracing Tenacity in Entrepreneurship, Taylor Abbett - The Entrepreneur Gene Series

35

194: How Storytelling Defines Your Business Legacy, Paul Furiga

36

193: Engineering Entrepreneurial Foundations, Charlie Buscarino - The Entrepreneur Gene Series

37

192: Ask Why, Succeed Wise - Dean Minuto - The Entrepreneur Gene Series

38

191: Optimism and Embracing Life-Long Learning - Susan Quinn - The Entrepreneur Gene Series

39

190: Know Honesty: The Power of Transparent Communications - Ken Bogard and Grace Gavin

40

189: Engineering, Entrepreneurship, and Sustainable Living - Bill Spohn - The Entrepreneur Gene Series

41

188: Nurturing the Entrepreneurial Spirit, Pallavi Golla - The Entrepreneur Gene Series

42

187: Transforming Pages Into Profits, Nick Hutchison - The Entrepreneur Gene Series

43

186: From Burnout to Breakthrough with Scott Couchenour

44

185: From Corporate Consulting to Entrepreneurial Success, David Newman - The Entrepreneur Gene Series

45

184: Meet The Entrepreneur Gene, New Feature Series: Trailer with Laurie Barkman

46

183: Guiding Entrepreneurs Through Business Exits with Ghislain Gouraige

47

182: Finding Your Turning Point: Leadership, Legacy & Life with Jon Goldman

48

181: The ESOP Advantage: Wealth, Legacy & Business Transitions

49

180: Your Business Is Not Your Baby: How to Build a Sellable Company

50

179: Built to Last: Family Business Leadership, Matthew Powell

51

178: Scaling Smarter: Mindset Shifts for Sustainable Success with Jennifer Dawn

52

177: From Legacy to Liquidity: Selling a Multigenerational Business - Christin McClave

53

176: 2024 Reflections, Gratitude, and Future Vision - Laurie Barkman

54

175: Future-Proof Your Business With Expert Success Strategies, Daniel Feiman

55

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

56

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

57

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

58

171: From Reluctant Successor to Innovation Leader, Karen Norheim

59

170: Navigating Family Business Transitions, Maryann Bell

60

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

61

168: Introducing The Endgame Entrepreneurship Masterclass! Laurie Barkman

62

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

63

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

64

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

65

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

66

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

67

162: Revolutionize Your Business Post-Bankruptcy, Greg McDonough

68

161: Mastering The Art of Successful Transactions, Susan Keller

69

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

70

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

71

158: The Secrets of Successful Business Transactions with Reid Tileston

72

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

73

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

74

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

75

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

76

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

77

152: Why Your Company Needs a Board, Ralph Ward

78

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

79

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

80

149: How To Have Tough Succession Conversations, Jane Hanson

81

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

82

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

83

146: Tax Strategies to Consider When Selling a Business, Ross Brannon

84

145: Your Kids Want Your Wealth, Not Your Business, Elliott H. Kallen

85

144: How Will Your Company Be Remembered? Rocco Cozza

86

143: Benefits of Strategic Planning For Transition, John Denny

87

142: Post-Transaction Tax Strategies, Chuck Goldblum

88

141: Winning at Organic Growth with Shawn O'Malley at "We Study Markets"

89

140: Exploring Ownership Succession and Legacy with Ken Rusk

90

139: How Transferable Are Your Business Assets? Heather Pearce Campbell

91

138: How To Maximize Wealth and Your Legacy, Tim Scannell

92

137: Planning for the Unexpected In Your Business, Pat Ennis

93

136: Reasons Why Your Business Won't Sell and What To Fix Now, Christine Nicholson

94

135: Turning Down Family Business Succession, Pete Walsh

95

134: How Business Owners Capitalize Retirement, Christopher Panagiotu

96

133: Don't Stand In The Way of Your Business Growth and Transition, Rick Vanasse

97

132: Should You Keep or Leave Your Business and Other Soul-Searching Questions, Brian Trzcinski

98

131: How Sibling Rivalry Disrupted Succession of This Family Business, Eva Fischer

99

130: Get Intentional With Your Business Legacy, John Lee Dumas @EOFire [Legacy Series]

100

129: Original Maroon 5 Drummer Ryan Dusick Talks About His Exit and Finding Recovery

101

128: [LEGACY SERIES] How This Entrepreneur Is Planning His Future Exit and Benefiting From Talking About It, Bill Spohn

102

127: Telling Stories of Smaller Companies That Sell, Alexis Grant with They Got Acquired

103

126: Ownership Succession: Why It's Hard to Walk Away Financially and What to Do About It - Regina Beatty

104

125: The Ownership Journey and Life After The Deal with Bruce Werner

105

124: How to Create Value with Million Dollar Ideator Mike Stemple

106

123: Reward and Retain Key Employees to Maximize Exit Value and Transition Options - Anna Felix, StrongHold Wealth Partners

107

122: How to Buy a Company as an Acquisition Entrepreneur - Ben Rizzo, Hartwood Point

108

121: It's the Net Number That Counts. Tax Strategies to Consider When Selling a Business, Joel Valentine and Christoper Weir, Wessel and Company CPA

109

120: What Will You Do After You Leave Your Business? Laurie Barkman, The Business Transition Sherpa

110

119: Evaluating Your Business to Find the Right Buyers, Tim Tannert

111

118: Exit Planning Isn't About Money, It's About People - Misty See Meschter and Don See, Pass It On Inc.

112

117: Who Wants to Run a Company That Can Thrive Without You? Laurie Barkman Solocast

113

116: Simple Ways To Improve Cash Flow That Work For Small Business Owners, Cliff Spolander

114

115: From US Army Veteran to Medical Device Entrepreneur, Stephen Bollinger

115

114: Automate Processes to Create Value, Shanice Miller

116

113: Avoiding Transition Pitfalls with Laurie Barkman, The Business Transition Sherpa

117

112: Challenges of Entrepreneuring Families, Tsitsi Mutendi

118

111: Don't Wait To Plan Your Exit Strategy, Bill Prinzivalli

119

110: Next Generation Disruptive Successor, Jonathan Goldhill

120

109: Succession Stories Rewind with Laurie Barkman

121

108: Journeyman Entrepreneurship with A.J. Lawrence, Beyond 8 Figures

122

107: Making Your Business Transferable, Rebecca Monet

123

106: How to Apply Warrior Principles To Your Business, Zachary Green

124

105: Skills To Build Your Business Are Not Same To Sell It, Jeffrey Feldberg

125

104: Business Valuation Benefits and Myths, Fred Kaplan and Kristi Posluszny - Stony Hill Advisors

126

103: Don't Ignore The Ultimate Finish Line with Mark Fujiwara, Baird

127

102: Creating the Family Enterprise of the Future, Nike Anani

128

101: Succession Stories Podcast Rewind, a Replay of Selected Guests

129

100: Succession Stories Celebrates 100 Episodes with Laurie Barkman and Guest Host Lou Diamond

130

99: Succession of Culture After Tragedy Strikes, Jennifer Ake Marriott

131

98: Avoiding Business Partnership Pitfalls, Troy Trewin

132

97: Creating a Business That Can Thrive Without You, Meredith Meyer Grelli, Wigle Whiskey

133

96: Addressing the Emotional Side of Succession and Legacy Building, Deena Chochinov

134

95: When Highest Bidder Is Not Best Fit, Gabriela Isturiz

135

94: Finding Purpose After Selling The Business - Sarah Dusek

136

93: Acquisition Entrepreneur Buy-Side Deals, Ron Skelton

137

92: The Paradox of Pricing Power: Ask More, Earn More - Per Sjöfors

138

91: Profit Comes First, Rocky Lalvani The Profit Answer Man

139

90: Exit Your Business and Launch Your Future Self, Jerry Cahn Ph. D

140

89: Make Your Business Independent of You. Scott Snider, Exit Planning Institute

141

88: How to Turn Failure Into Transformative Success, Nicole Jansen

142

87: Hope is Not a Plan for Exit Success, Marcia Riner

143

86: How to Prepare for Sell Side Diligence - Jeffrey Ford, Grossman Yanak + Ford

144

85: Make Your Business Transferable to Increase Value, Nana Bonsu

145

84: Pitfalls to Avoid When Selling Your Business - Paul Visokey, Stony Hill Advisors

146

83: Family Office Investment Trends, Mark Brandt RSM

147

82: Selling Your Company - John Warrillow, Author, Built to Sell and Founder, The Value Builder System

148

81: How to Productize Your Services - Andy Cabasso

149

80: Changing the Family Business Narrative | Daniel Van Der Vliet, Cornell University - Smith Family Business Initiative

150

79: Don't Fail to Plan Your Exit | Mark Kravietz, Aline Wealth

151

78: Finding Time Wealth | Craig Clickner and Carrie Bohlig, Tandem Consulting

152

77: Scaling Small Businesses | Danielle Cuomo, CEO Virtual Assist USA

153

76: Growing Through the Pandemic | Stephanie Scheller

154

75: How Transition Readiness Maximizes Value - Laurie Barkman + Chris Brodman

155

74: Obsession with Succession - Beth Miller

156

73: Launching a Family Office with Alex Panosian, CW Growth Partners

157

72: Solving the Rainmakers Dilemma with Amy Franko

158

71: ESOP Management Buyout as a Succession Plan | Darren Gleeman, MBO Ventures

159

70: Investing in Your People - Alisa Spector Angelo

160

69: Enterprise Value Scorecard - Steve Peplin, Talan Products

161

68: Value Creation Revenue and Subscription Businesses | David Wible

162

67: Making Your Business Sellable for Succession - Miche Jean

163

66: Preparing Your Business For Sale - Kevin Trout

164

65: Moving Succession and Innovation Forward | Tricia Staible, Robinson Fans

165

64: NextGen Growth By Acquisition - Ben Grossman

166

63: Human Side of M&A Deals | Jennifer Fondrevay

167

62: Owner-Centric Exit Planning | John Brown @BEIexitplanning

168

61: Strategic Planning to Reignite Growth | James F. Richardson PhD

169

60: Founder Succession to the Next Generation - Nike Anani

170

59: Exit Planning vs Succession Planning - Mike Silverman, Dentons Cohen & Grigsby

171

58: Handling Unexpected Succession - Kurt J. Lesker Company

172

57: Make Your Business More Attractive to Potential Buyers - Nelson Anderson

173

56: Get Unstuck, Trust Your Intuition - Jon Dwoskin

174

55: Mergers and Acquisitions Deal Dynamics For Business Owners

175

54: How to Scale a Service Business - Kevin Urrutia, Voy Media

176

53: How to Make Winning Deals - Corey Kupfer

177

52: Monetizing Your Business Through M&A | Paul Visokey, Stony Hill Advisors

178

51: Unpacking Fear | World's Toughest Race - Hal Riley, Captain Team Unbroken

179

50: Next Gen Corporate Innovation | Karen Norheim

180

49: Intersection of Technology and Psychology | Dr. JT Kostman

181

48: Planning to Sell Your Company - Dann Scheiferstein

182

47: What's Next Series | Tana Greene - Finding Your Voice

183

46: How To Avoid the Owner's Trap - Lloyd Wolf

184

45: AI Innovation | Neil Sahota

185

44: Identity Shifts | William and Christopher Yanakos, Reli

186

43: Debunking ESOP Myths | Kristy Britsch

187

42: Be Your Own Culture Catalyst | Julie Ann Sullivan

188

41: Get Your Family Out of Your Head | Bonnie Artman Fox

189

40: Sustainable Innovation | Kent Johnson, CEO Highlights

190

39: Creating a Customer Culture - Dr. Kelly Henry

191

E38: Building Your Competitive Moat with Phillip Swan

192

E37: What's Next | Maximizing Your Life - Ann Bernard

193

E36: Avoiding Succession Planning Mistakes - Beth Armknecht Miller

194

35: Defining Wealth - Robb McKinney, Bridgeview Wealth

195

34: Cheers to 10th Generation Innovation - Lisa Laird Dunn, Gerard Dunn, Laird & Co.

196

33: The Zen of Business Acquisitions - Tom Hine, CEO Capital Wealth Management

197

32: Building Your Employer Brand and Cultivating Culture - Tiffany Castagno, CEPHR

198

31: How To Build and Sustain a Successful Enduring Enterprise - Josh Baron, BanyanGlobal

199

30: What's Next Series | David Gamble - Redefining Success After the NFL

200

29: CEO Succession and Letting Go - Bruce Walton, Battalia Winston

201

28: Creating a Global Franchise - Laura Coe, Snapology

202

27: What's Next Series | Jeffrey K. Walker - From Vetrepreneur to Authorpreneur

203

26: M&A Deals and Transition Planning - Christopher Brodman, Metz Lewis

204

E25: Launching a Startup in a 90-Year Old Company - Janet Wischnia

205

24: Introducing the What's Next Series | Cheryl Fields

206

23: The Power of Connecting with Lou Diamond

207

22: Clearing Blurred Lines of Business Transition with Chris Chaney

208

21: Embracing a New Landscape - Elizabeth Blount McCormick

209

20: Shaping a Successful Next Act After the Sale - Evan J. Segal, 412 Venture Fund

210

19: Rediscovering Your Entrepreneurial Vision with Sean Ammirati

211

18: Ann Dugan - Enterprising Generations

212

17: Strategic Planning for Succession, Bradley Franc | Season 1 Finale

213

16: Controlling Your Destiny - Mary Richter, Schneider Downs

214

E15: Ups and Downs After the Sale - Doug Austin, James Austin Company

215

14: 2nd Gen CEO Success From Turnaround to Strategic Sale - Dawn Fuchs Coleman

216

13: Search Fund Acquisitions - Jamie Van Buren, Generational Transfer Entrepreneurs

217

12: Leading From Disaster to Transformation - Will Knecht, Wendell August

218

11: Investing in Family Businesses and Emerging Entrepreneurs - Bobby Zappala & Andy Ellis

219

10: Entrepreneurial Resilience – Len Caric, CEO Uncle Charley's Sausage

220

E09: Avoiding Transition Pitfalls - Jason Seltzer, EHD

221

08: Addressing the Transition Dilemma - Joe Bute, Hollymead Capital

222

07: Financial Succession Planning - Brian Baum, Business Transition Group

223

06: Succession and Innovation as 6th Gen Entrepreneur with Michael Schoedinger and Jill Hofmans

224

05: Ageless Startup, Author Rick Terrien

225

04: Next Generation Entrepreneurship Through Acquisition - Chris Cynkar, Carnegie Mellon University

226

03: Navigating Family Succession - Shelley Taylor, ABARTA Family Council Chair

227

02: Jim Rooney - Dan Rooney, Pittsburgh Steelers and Leadership Legacy

228

01: Bringing Entrepreneurial Culture to 120 Year Old Company w/ Tony Uphoff, CEO Thomas

229

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