08: Addressing the Transition Dilemma - Joe Bute, Hollymead Capital

06/02/20 • 49 min

1 Listener

When there is no successor within the family, how do owners move to the next level of finding someone to buy and operate the business?

On this episode, listen in as Laurie Barkman speaks with Joe Bute, Managing Partner of Hollymead Capital, as he shares his strategies for investing in family-owned companies, considering liquidity options, avoiding ownership transition pitfalls, and staying resilient through challenging times.

Show Links:

Follow Succession Stories Podcast on LinkedIn

Recorded on SquadCast.fm

When there is no successor within the family, how do owners move to the next level of finding someone to buy and operate the business?

Show Links:

Follow Succession Stories Podcast on LinkedIn

Recorded on SquadCast.fm

Previous Episode

07: Financial Succession Planning - Brian Baum, Business Transition Group

1 Recommendations

Listen in as Laurie Barkman speaks with Brian Baum, President of The Business Transitions Group. For business owners not yet familiar with exit planning, Brian de-mystifies how financial succession planning works so you can take a proactive approach for your future.

Show content:

phases of transition and exit planning
fundamentals of business valuation
de-risking the business
role of external advisors

Episode links:

Brian Baum LinkedIn
Business Transition Group
Exit Planning Institute Pittsburgh Chapter

Recorded on Squadcast.fm

Next Episode

E09: Avoiding Transition Pitfalls - Jason Seltzer, EHD

1 Recommendations

How prepared is your business to operate without you? Do you have a structured plan in place that can be implemented, or is it only in your head? Listen in as Laurie Barkman talks with Jason Seltzer about worst-case scenarios where privately held companies weren't prepared for unexpected transitions. If you're a business owner that has not yet formalized a transition plan, this episode is for you.

Show Links:

Jason Seltzer LinkedIn

EHD Insurance