Podcast terbaik Exitplanning (2024)

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

1d 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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Ep #110: 6 Reasons To Retire As Soon As Possible 9:30

20d ago9:30

9:30

What if working longer is costing you more than you realize? In this video, I reveal 6 compelling reasons to retire sooner rather than later, including the impact on your health, the value of your time, and the relationships that truly matter. Watch the YouTube Version The Value of Time: Why time is our most precious resource and why delaying retir…

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

23d 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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Ep #109: 401K Loans: The Pros, Cons, And Major Risks To Avoid 7:14

27d ago7:14

7:14

Listen in as I break down the critical details of 401k loans—the pros, cons, and major risks you need to be aware of before borrowing from your retirement savings. We discuss how a 401k loan works, the ease of accessing funds, and the potential advantages like no credit checks and quick approval. However, we also explore the often-overlooked danger…

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Ep #108: "I Have Nothing Saved For Retirement" - Top 10 Recommendations 9:51

1M ago9:51

9:51

Here are my top 10 actionable recommendations to help you get your retirement savings on track, even if starting from zero in your 40s or beyond. Whether you’re 40, 45, or even 50 with no savings, these strategies will guide you through the steps needed to build a solid financial foundation. We’ll cover everything from how to save money effectively…

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Ep #107: The Hidden Dangers of Borrowing from Your 401k: What You Need To Know 6:19

1M ago6:19

6:19

In this episode, we dive into the critical topic of borrowing from your 401k and why it could be a major setback for your financial future. Many business owners see 401k loans as a quick and convenient way to access cash, especially in tough times or for significant purchases. However, the hidden costs, double taxation, and missed investment opport…

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

1M 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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Ep #106: Maximizing Your 401k to Build Wealth and Offset Retirement Risk 8:20

2M ago8:20

8:20

In this episode, we dive into strategies to help business owners maximize their 401k to build wealth and reduce the need to rely solely on selling their business for retirement. Learn actionable tips on how to optimize your 401k, including when to start investing, how much to contribute, the best ways to invest your funds, and what to do with your …

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Ep #105: 5 Strategies To Thrive When The Market Is Soaring 8:06

2M ago8:06

8:06

Investing during market highs can be intimidating, but it’s also a great opportunity if you have the right strategies. I’ll guide you step-by-step on how to take advantage of soaring markets while keeping your investment goals on track. Resources: New Highs Happen In Clusters Chart Investing Before Market Crash Returns Chart ----- We help business …

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Ep #104: Never Retire: Redefining What's Next After Exiting Your Business 6:18

2M ago6:18

6:18

In this episode of Business Exit Success, we dive into the concept of redefining retirement for high-achieving entrepreneurs who have successfully exited their businesses. Rather than settling into a traditional retirement, we explore how to channel the same drive and energy that fueled your business success into new, fulfilling ventures. Whether i…

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

2M 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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Ep #103: Should I Retire Now? 5 Questions For Business Owners To Decide 6:53

2M ago6:53

6:53

In this episode, I address the crucial question many business owners face: "Should I Retire Now?" I walk you through five critical questions to help determine if it's the right time to step away from your business. From assessing your financial readiness and calculating retirement needs to understanding the tax implications and managing post-sale i…

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Ep #102: 6 Strategies to Thrive When the Market Crashes 5:45

3M ago5:45

5:45

In this episode, I share six key strategies to help you thrive when the market crashes. Drawing from my experience guiding clients through market downturns, I explain how to navigate financial turbulence and make the most of down markets. Whether you’re a business owner or an individual investor, this episode provides valuable insights on shifting …

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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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Ep #101: The Critical Number Everyone Gets Wrong When Selling Their Business 5:34

3M ago5:34

5:34

In this episode, I discuss the critical number every business owner gets wrong when selling their business: the net amount that goes into their pocket after the sale. I explain the various deductions that can significantly reduce the final proceeds from the sale price, including broker fees, outstanding debts, and taxes. Using a real-life example, …

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

3M 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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Ep #100: A Proven Investment Strategy for 99% of People 8:23

3M ago8:23

8:23

In this episode of Business Exit Success, we dive into a vital topic for anyone looking to secure their financial future: the importance of asset allocation. Learn why asset allocation is the most crucial investment decision you'll ever make, how to determine the right mix for your portfolio, and the strategies that work for 99% of people. Whether …

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Ep #099: Top 3 Investing Mistakes I Avoid To Make More Money 8:15

3M ago8:15

8:15

In this episode, I dive into the top three investment mistakes that can derail your financial future and how to avoid them. Learn why timing the market is nearly impossible, the dangers of selling in a down market, and the stress caused by checking your accounts too frequently. I share my personal experiences and practical tips to help you make sma…

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

3M 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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Ep #098: 6 Money Lessons I Wish I Knew Earlier For Lasting Wealth 13:28

3M ago13:28

13:28

In this episode, I share six essential money lessons that can transform your financial future. I discuss common financial mistakes and offer practical advice to help you avoid them. Whether you're just starting out or you're a seasoned business owner, these lessons will guide you towards making smarter financial decisions and building lasting wealt…

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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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Ep #097: Avoid These 9 Bad Money Habits to Build Wealth 8:37

4M ago8:37

8:37

In this episode, I dive into the importance of understanding and breaking free from bad money habits that can hold you back from financial success. Drawing on over 15 years of experience as a Certified Financial Planner, I share nine common money mistakes and practical tips on how to overcome them. From the pitfalls of paying yourself last to the d…

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

4M 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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Ep #096: Balancing ROI and ROL: Ensuring a Fulfilling Life After Business Exit 5:10

4M ago5:10

5:10

In this episode, I dive into investing in life beyond financial gains emphasizing the importance of Return on Life (ROL) versus Return on Investment (ROI), sharing personal experiences and practical strategies for business owners planning to exit within the next five years. Discover how to balance financial success with a fulfilling life, ensuring …

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

4M 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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Ep #095: Navigating CEO Transitions: Strategies for New CEOs and Exiting Founders with Matt Sharrers 38:26

4M ago38:26

38:26

In this episode, we delve into the world of leadership transitions with Matt Sharrers, an expert in CEO succession and advisor to private equity firms. Learn about the critical strategies for new CEOs, the importance of a shared exit plan among business partners, and how to navigate the emotional and practical challenges of stepping down. Whether y…

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

4M 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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Ep #094: Exit Planning For Business Partners: Why Business Partners Need to Plan for Exit and How to Get Started 6:29

4M ago6:29

6:29

In this episode, we tackle the crucial topic of exit planning for business partners. With more than half of privately held companies having multiple owners, the process of transitioning out of a business can be complex and challenging. Join us as we dive into why it's essential for business partners to have a shared exit plan and how to navigate th…

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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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Ep #093: 7 Essential Questions to Answer Before Exiting Your Business 6:38

5M ago6:38

6:38

In this episode, we dive into the crucial considerations every business owner must address before exiting their business. Join us as we explore 7 essential questions that will help you strategically plan your transition and achieve a successful exit. Whether you're looking to retire within the next five years or just starting to think about your fu…

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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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Ep #092: How to Sell Your Business Tax-Free with a Charitable Remainder Trust 8:06

5M ago8:06

8:06

In this episode, we dive into the benefits of using a Charitable Remainder Trust (CRT) to maximize the proceeds from selling your business. Learn how CRTs can help you avoid capital gains taxes, provide a large income tax deduction, and create a lasting charitable legacy. Discover the steps to set up a CRT, real-life examples, and key consideration…

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

5M 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

5M 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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Ep #091: A Business Owner's Guide to Retirement and Exit Strategy Using Employee Stock Ownership Plans (ESOPs) with Kelly Finnell, J.D., CLU, AIF® 37:56

5M ago37:56

37:56

In this episode, we delve deep into Employee Stock Ownership Plans (ESOPs) with one of the nation's leading experts, Kelly Finnell. With over 40 years of experience, Kelly brings a wealth of knowledge and practical advice on how ESOPs can serve as a strategic tool for business owners looking to exit while ensuring a legacy of success and employee s…

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Ep #090: 10 Critical Areas Impacted By Your Business Exit 8:52

5M ago8:52

8:52

In this episode, we explore why establishing an exit strategy is not just wise but necessary for the wellbeing of both the business and the business owner. Despite the excitement of daily operations and growth, many small to mid-sized business owners overlook the necessity of exit planning. Without a solid plan, the impact of an exit can ripple out…

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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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EP 121: Q2 2024 Deal Stats Report 20:21

6M ago20:21

20:21

In this episode, Ed Mysogland shares key insights from the latest quarterly Deal Stats report on business valuation trends. He discusses how EBITDA multiples have returned to typical levels after fluctuating during the pandemic. Ed also analyzes sector performance and highlights contradictory trends in private company sales multiples. Learn about t…

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EP 121: Q2 2024 Deal Stats Report 20:21

6M ago20:21

20:21

In this episode, Ed Mysogland shares key insights from the latest quarterly Deal Stats report on business valuation trends. He discusses how EBITDA multiples have returned to typical levels after fluctuating during the pandemic. Ed also analyzes sector performance and highlights contradictory trends in private company sales multiples. Learn about t…

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Ep #089: Overcoming the Top 5 Barriers to a Successful Business Exit 11:51

6M ago11:51

11:51

In this episode, we explore the top five barriers that entrepreneurs face when exiting their businesses and provide actionable strategies to overcome them. Discover how to address the lack of clarity on core problems, understand the financial implications, manage non-financial risks, and ensure leadership continuity. We also delve into the emotiona…

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EP 120: Business Valuation Calculator Reviews 26:09

6M ago26:09

26:09

Join Ed Mysogland in a deep dive into the world of online business valuation calculators. Unravel the complexities and limitations of these tools as Mysogland discusses the challenges of applying market data to private companies and highlights the drawbacks of relying solely on digital solutions. Discover the pros and cons of each, alongside insigh…

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EP 120: Business Valuation Calculator Reviews 26:09

6M ago26:09

26:09

Join Ed Mysogland in a deep dive into the world of online business valuation calculators. Unravel the complexities and limitations of these tools as Mysogland discusses the challenges of applying market data to private companies and highlights the drawbacks of relying solely on digital solutions. Discover the pros and cons of each, alongside insigh…

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

6M 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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Ep #088: Mastering the Deal of a Business Exit: Insights from M&A Attorney Alex Prasad 45:37

6M ago45:37

45:37

In this episode, I interview Alex Prasad, a seasoned M&A attorney and entrepreneur and we dive into the crucial aspects of business exits and M&A law, exploring the profound impact of building relationships in successful business transactions. Discover practical strategies for business owners to navigate the complexities of selling a business, unde…

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

6M 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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Ep #087: 7 Tax-Saving Strategies for Business Owners Selling Their Company 11:09

6M ago11:09

11:09

In this episode, learn about seven critical strategies to eliminate, reduce, or defer taxes when selling your business. We'll explore various tax-efficient methods, from leveraging real estate and Qualified Small Business Stock to structuring installment sales and investing in Qualified Opportunity Zones. Whether you're considering selling now or i…

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

6M 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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Ep #086: Safeguarding Your Wealth: The Role of Prenups for Business Owners 8:27

6M ago8:27

8:27

Discover how a prenuptial agreement can safeguard your assets and ensure a smooth process in the event of unforeseen circumstances. I discuss why prenups are crucial for business owners, outline the potential risks, and provide a step-by-step timeline for implementing a pre-marital agreement. Resources: Timeline of Getting a Prenup Before Marriage …

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Ep #085: 10 Key Strategies to Increase Your Business Value Before Exiting 6:48

7M ago6:48

6:48

In this episode, we dive into effective strategies for business owners looking to maximize the value of their businesses in preparation for a successful exit. Discover 10 essential tactics, from reducing owner-dependence and creating Standard Operating Procedures (SOPs) to fostering recurring revenue and diversifying suppliers. Whether you're conte…

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Ep #084: How Asset Protection Can Save Your Business: Essential Strategies 6:37

7M ago6:37

6:37

Uncover essential asset protection strategies to safeguard your personal and business assets. Learn about choosing the right business entity, banking best practices, insurance, intellectual property protection, succession planning, and Tenancy by the Entirety. Protect your legacy and ensure your business thrives. ----- We help business owners: → Un…

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