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Oct 29, 2023

Succession Stories host, Laurie Barkman, is joined by Pat Ennis, Founder of Ennis Legacy Partners. With decades of experience in financial services, Pat has extensive understanding of the challenges business owners face.

Because 100% of owners will eventually exit, it's important to understand the 6Ds– risks that can...

Oct 23, 2023

A majority of small businesses that intend to exit don’t actually sell. A big reason is owner-dependency. A business that can’t thrive without its owner will likely be less desirable to buyers.

Listen in as Succession Stories host Laurie Barkman, The Business Transition Sherpa, talks with Christine Nicholson,...

Oct 15, 2023

Pete Walsh is a Master Coach and a trusted advisor who brings real-life lessons to his family business and executive clients. Pete is the first guest on Succession Stories who turned down next generation succession.

In 1919, Pete’s great uncle and grandfather started Walsh Bros. as a typewriter repair company in the...

Oct 8, 2023

Christopher A. Panagiotu is a respected financial author, podcaster, and trusted wealth manager. His financial planning business in Washington state, CAPitalize Your Finances, led him to create a podcast and book of the same name, “CAPitalize Your Finances: The How-To Financial Framework That Takes You...

Oct 1, 2023

Rick Vanasse advises CEOs and rising leaders as Chair with Vistage, a global membership organization. He’s like a CEO whisperer, creating space for leaders to address strategic questions from an organizational, personal, and business standpoint. Rick chairs Vistage groups in DC, Baltimore, and Annapolis, Maryland.