Business Planning Done Right

With Laurie Barkman, The Business Transition Sherpa(TM), is the former CEO of a $100 million revenue company that was sold to a Fortune 50. As a Business Transition and M&A Intermediary, Laurie advises owners how to create more valuable businesses and find the right buyer when it’s time to let go. Her expertise in business transition, succession, entrepreneurship, value growth, and M&A has been spotlighted in various media like Newsweek, Forbes, Yahoo! Finance, WTAE/abc and more.

She is an adjunct professor of entrepreneurship at Carnegie Mellon University, where she earned her MBA from The Tepper School of Business and a Bachelor of Science degree. She is the author of "The Business Transition Handbook: How to Avoid Succession Pitfalls and Create Valuable Exit Options." In addition, Laurie hosts the award-winning podcast, Succession Stories, which is rated in the top 2.5% of podcasts globally.

Join us in our conversation where Laurie covers practical aspects of business succession planning, exit strategies, and effective prioritization for ongoing success. Laurie provides insights into business transition planning, addressing common pitfalls and offering a buyer's viewpoint on business valuation. From tailored Exit Planning options for clients of all sizes to navigating legal challenges during business scaling, Laurie discusses the pragmatic aspects of legacy planning, emphasizing the need for alignment between estate planning and asset distribution, and its impact on the business and stakeholders.

To listen to the podcast and access the show notes and any other resources mentioned in this episode, visit us at www.legalwebsitewarrior.com/podcast.