business_transition

Explore "business_transition" with insightful episodes like "144: How Will Your Company Be Remembered? Rocco Cozza", "143: Benefits of Strategic Planning For Transition, John Denny" and "138: How To Maximize Wealth and Your Legacy, Tim Scannell" from podcasts like ""Succession Stories", "Succession Stories" and "Succession Stories"" and more!

Episodes (3)

144: How Will Your Company Be Remembered? Rocco Cozza

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 questions to help you think about business legacy and implications for planning your succession. “What do you want people to say about your business when you're no longer here?”

It’s important to plan for your exit from the beginning. If you want to build a business to stay within your family and you want your kids to be involved, have that discussion early and often.

And if you're not giving yourself a minimum of five years for exit planning, you won’t have enough time to address risk levers and do the planning you need.

Enjoy this Succession Stories episode about business legacy and succession planning with Rocco Cozza.

Listen in to learn more about:

Critical aspects of planning
Finding your business legacy
Ways to mitigate risk as you plan ahead
Achieving exit success without regrets

Find Rocco here: https://www.cozzalaw.com/

❤️ Show us the love: Submit a review for "Succession Stories" on Apple Podcasts or Spotify

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My Links:

🌐 Website: https://TheBusinessTransitionSherpa.com

⏰️ Meet With Laurie: https://thebusinesstransitionsherpa.com/connect/

📘 Book: "The Business Transition Handbook: How to Avoid Succession Pitfalls and Create Valuable Exit Options"

🎙 Podcast: https://podfollow.com/succession-stories

🎥 YouTube: https://www.youtube.com/@TheBusinessTransitionSherpa

😎 Instagram: https://www.instagram.com/lauriebarkman/

✖️ Twitter: https://twitter.com/LaurieBarkman

😺 TikTok: https://www.tiktok.com/@businesstransitionsherpa

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📘 THE BUSINESS TRANSITION HANDBOOK:

Get a free PDF copy of "The Business Transition Handbook" by author Laurie Barkman:

https://thebusinesstransitionhandbook.com

OR text TRANSITION to +1-762-320-2826

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ONLINE MASTERCLASS COMING SOON:

"Endgame Entrepreneurship: Build With The Exit In Mind"

Join the waitlist: https://thebusinesstransitionsherpa.com/course/

enJanuary 07, 2024

143: Benefits of Strategic Planning For Transition, John Denny

Succession Stories host Laurie Barkman, The Business Transition Sherpa(™), welcomes John Denny, Principal of Denny Civic Solutions and the first client Laurie brought onto the show.

In this episode, Laurie and John tackle a topic close to Laurie’s heart – succession planning and ownership transition.

Listen in as they explore the keys to successful exits without regrets, the nuances of envisioning your business legacy, and discuss critical aspects of planning for the future.

They also highlighted that planning succession isn't taboo; it's an essential conversation for every business owner's future.

Enjoy this Succession Stories episode on ownership succession and legacy with John Denny.

Find John here: https://www.dennycivicsolutions.com/

❤️ Show us the love: Submit a review for "Succession Stories" on Apple Podcasts or Spotify

_______________________________________

My Links:

🌐 Website: https://TheBusinessTransitionSherpa.com

⏰️ Meet With Laurie: https://thebusinesstransitionsherpa.com/connect/

📘 Book: "The Business Transition Handbook: How to Avoid Succession Pitfalls and Create Valuable Exit Options"

🎙 Podcast: https://podfollow.com/succession-stories

🎥 YouTube: https://www.youtube.com/@TheBusinessTransitionSherpa

😎 Instagram: https://www.instagram.com/lauriebarkman/

✖️ Twitter: https://twitter.com/LaurieBarkman

😺 TikTok: https://www.tiktok.com/@businesstransitionsherpa

_______________________________________

📘 THE BUSINESS TRANSITION HANDBOOK:

Get a free PDF copy of "The Business Transition Handbook" by author Laurie Barkman:

https://thebusinesstransitionhandbook.com

OR text TRANSITION to +1-762-320-2826

Succession Stories

enDecember 17, 2023

exit_planning

business_transition

138: How To Maximize Wealth and Your Legacy, Tim Scannell

Succession Stories host Laurie Barkman, The Business Transition Sherpa(TM), welcomes Tim Scannell, Managing Director, Partner at Hightower Great Lakes. Tim is the Managing Director at Hightower Great Lakes and host of "The Wealth Stream Podcast."

As an expert in proactive wealth management and tax planning, Tim guides families and business owners toward their financial aspirations.

Laurie and Tim pull back the curtain on what a virtual family office is and what value they provide to owners and enterprising families.

Learn how you can prepare for a successful exit and safeguard your assets.The process can take two to three years and you’ll want to get professionals involved up front.

Enjoy this Succession Stories episode to maximize wealth and preserve your financial legacy.

Listen to learn more about: