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All Episodes

Succession Stories — 239 episodes · page 1 of 3

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237: What Buyers and Sellers Must Know About SBA Financing in 2026, with Aaron Aldrich, Northwest Bank

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236: Stop Delegating. Start Offboarding, with Michele Hecken, Author of The Art of Offboarding

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235: Why Execution Beats Strategy Every Time with Patrick Thean, Rhythm Systems

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234: The State of Exit Planning in 2026 with Scott Snider, Exit Planning Institute

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233: What It Really Takes to Build a Business Ready for Transition with Alan Bennett, Trust Built Solutions

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232: A Family Business Succession Done Right with Jennifer Wilson, Oak Bay Coaching and Consulting

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231: Leadership Mistakes Destroying Your Succession Plan with Chip Scholz, Scholz and Associates

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230: The Multi-Million Retirement Opportunity Advisors Miss with Susan Latremoille

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229: Profit From What You Know with James Allen, Profit Your Knowledge

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228: Scaling Smart, Exiting Intentionally with Bruce Eckfeldt

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

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

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

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

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

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

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

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

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

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

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

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

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

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214: Genetically Entrepreneur, Jim Haviland - The Entrepreneur Gene

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

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

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

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

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

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

31

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

32

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

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

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

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

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

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

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200: Why Start Exit Planning Now! Jim Carlisle

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

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

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

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

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

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194: How Storytelling Defines Your Business Legacy, Paul Furiga

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

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

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

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

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

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

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

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186: From Burnout to Breakthrough with Scott Couchenour

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

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

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183: Guiding Entrepreneurs Through Business Exits with Ghislain Gouraige

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

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

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

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

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

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

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

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

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

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

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

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171: From Reluctant Successor to Innovation Leader, Karen Norheim

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170: Navigating Family Business Transitions, Maryann Bell

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

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168: Introducing The Endgame Entrepreneurship Masterclass! Laurie Barkman

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

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

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

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

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

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162: Revolutionize Your Business Post-Bankruptcy, Greg McDonough

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161: Mastering The Art of Successful Transactions, Susan Keller

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

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

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158: The Secrets of Successful Business Transactions with Reid Tileston

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

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

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

84

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

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

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152: Why Your Company Needs a Board, Ralph Ward

87

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

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

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149: How To Have Tough Succession Conversations, Jane Hanson

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

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

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

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

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144: How Will Your Company Be Remembered? Rocco Cozza

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143: Benefits of Strategic Planning For Transition, John Denny

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142: Post-Transaction Tax Strategies, Chuck Goldblum

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

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140: Exploring Ownership Succession and Legacy with Ken Rusk

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

100

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