Ask Anything on Exit Strategy

September 20, 2023 at 12:00pm EST/ 9:00am PST

Consider this: 100 percent of owners will leave their company one day. But few are prepared. Are you? When you’re ready to sell, the company may not be sell-ready- leaving you out of time and unrewarded. It’s crucial to start planning for your transition, whether it comes next year or in a decade. Given recent business cycles, supply chain challenges, and talent issues, owners may be thinking about their next stage sooner than expected. In this workshop, we will discuss a 3-step framework to transition your business on your terms, and gain clarity on some of the biggest decisions of your life.


To lead this member workshop, we welcome Laurie Barkman, the business transition sherpa. Laurie works with entrepreneurs on their journey from transition to transaction, from creating value to letting go. She provides a structured process for business owners to plan successful transitions of their companies. This workshop will cover:

  • How to pre-plan for a business transition
  • What drives company value and what to address now
  • Why companies in the same industry and similar size can sell for different amounts
  • Proactive steps you can take to ensure you are helping, not hurting your company's value

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