Mar 30, 2025
Cheers to 5 years of Succession Stories! On our anniversary, we are excited to introduce our new feature series, The Entrepreneur Gene! A bonus for Succession Stories Podcast listeners!
Listen weekly as show host Laurie Barkman talks with founders and CEOs exploring the rewards and challenges of the entrepreneurial...
Mar 23, 2025
Ghislain Gouraige, Partner at NewEdge Wealth, helps ultra-high-net-worth families and entrepreneurs navigate business transitions. Ghislain joins host Laurie Barkman to recap the firm's 2025 Onward Conference held at Carnegie Mellon University and valuable insights to help you prepare before a sale:
- Success factors to...
Mar 16, 2025
What happens when a successful entrepreneur faces his own turning point? In this episode, Laurie Barkman sits down with Jon Goldman, CEO of Turning Point, to discuss his journey from co-owning the innovative promotional products company Lumpy Mail to navigating his own business succession. Jon shares insights on guiding...
Mar 2, 2025
Employee Stock Ownership Plans (ESOPs) are one of the best-kept secrets in business succession planning. In this episode, Laurie Barkman sits down with Dan Zugell, Senior Vice President at Business Transition Advisors and a nationally recognized expert in ESOPs, to explore how these plans create financial value,...