Jan 30, 2024
Succession Stories host Laurie Barkman, The Business Transition Sherpa®, welcomes David Newman, author of the business bestseller "Do It! Marketing" and his new book, "Do It! Selling." He's the founder of the Do It! MBA mentoring program and the host of The Selling Show, a top-rated business podcast.
Laurie and David...
Jan 29, 2024
Succession Stories host Laurie Barkman, The Business Transition Sherpa®, welcomes Matt DiFrancesco, Principal of HighLift Financial, and host of the "Your Business, Your Life" podcast.
Laurie and Matt discuss navigating complex family dynamics for business succession planning. How to have difficult conversations with...
Jan 24, 2024
Succession Stories host Laurie Barkman, The Business Transition Sherpa®, welcomes Ross Brannon, Tax Shelter and Private Equity Consultant at CoastalOne.
Ross joined Laurie for a conversation about tax strategies business owners should consider when selling a business. Listen in to learn more about tax deferral and tax...
Jan 14, 2024
Succession Stories host Laurie Barkman, The Business Transition Sherpa(™), welcomes Elliot H. Kallen, President of Prosperity Financial Group, a financial planning and advising firm. Elliot is a three time CEO with a passion for working with family businesses to achieve a meaningful life beyond financial...
Jan 7, 2024
Succession Stories host Laurie Barkman, The Business Transition Sherpa(™), welcomes Rocco Cozza, Founder and Managing Partner of Cozza Law Group, for a conversation spotlighting a topic owners may be starting to think about, but not yet talk about – business legacy and succession planning.
Learn key framing...