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Laurie Barkman에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Laurie Barkman 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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160: Overcoming Fear and Preparing For a Successful Ownership Transition, Jon Eesley

21:14
 
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Manage episode 420931854 series 3561512
Laurie Barkman에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Laurie Barkman 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Host Laurie Barkman, The Business Transition Sherpa, talks with Jon Eesley, Partner at Windsor Advisory Group. With over 45 years of experience working with privately held businesses, Jon has helped countless business owners navigate the complexities of succession planning. His approach focuses on understanding clients' personal goals and values to develop financial strategies that support their vision.

Laurie and Jon discuss ways to approach the transition planning process to overcome fear by leaning in on your personal motivations and vision for your legacy. Learn how to clarify your purpose beyond financial gains. Plan a succession that combines your head, heart, and calculator to ensure future generations maintain the family legacy.

Listen in to learn more about:

  • Strategies for clarifying your personal motivations beyond financial security
  • Best practices for establishing clear family values and legacy
  • Ensuring you find fulfillment in your next chapter beyond financial gains
  • Questions to consider about your role and purpose before transitioning your business
  • Advice for prioritizing purpose over legalities in your succession plan

Enjoy this Succession Stories episode on preparing for a successful ownership transition with Jon Eesley.

Find Jon Easley Here: https://windsoradvisorygroup.com/

❤️ Show us the love on Rate This Podcast: https://ratethispodcast.com/successionstories

_______________________________________

BUYERS BUY ON THEIR TIME, NOT YOURS. WILL YOU BE READY?

Learn more about the Endgame Entrepreneurship Masterclass and build with your exit in mind.

https://thebusinesstransitionsherpa.com/course/

_______________________________________

My Links:

🌐 Website: https://TheBusinessTransitionSherpa.com

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

_______________________________________

📘 THE BUSINESS TRANSITION HANDBOOK:

Get a free digital copy of "The Business Transition Handbook: How To Avoid Succession Pitfalls and Create Valuable Exit Options" by author Laurie Barkman:

https://thebusinesstransitionhandbook.com

  continue reading

180 에피소드

Artwork
icon공유
 
Manage episode 420931854 series 3561512
Laurie Barkman에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Laurie Barkman 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Host Laurie Barkman, The Business Transition Sherpa, talks with Jon Eesley, Partner at Windsor Advisory Group. With over 45 years of experience working with privately held businesses, Jon has helped countless business owners navigate the complexities of succession planning. His approach focuses on understanding clients' personal goals and values to develop financial strategies that support their vision.

Laurie and Jon discuss ways to approach the transition planning process to overcome fear by leaning in on your personal motivations and vision for your legacy. Learn how to clarify your purpose beyond financial gains. Plan a succession that combines your head, heart, and calculator to ensure future generations maintain the family legacy.

Listen in to learn more about:

  • Strategies for clarifying your personal motivations beyond financial security
  • Best practices for establishing clear family values and legacy
  • Ensuring you find fulfillment in your next chapter beyond financial gains
  • Questions to consider about your role and purpose before transitioning your business
  • Advice for prioritizing purpose over legalities in your succession plan

Enjoy this Succession Stories episode on preparing for a successful ownership transition with Jon Eesley.

Find Jon Easley Here: https://windsoradvisorygroup.com/

❤️ Show us the love on Rate This Podcast: https://ratethispodcast.com/successionstories

_______________________________________

BUYERS BUY ON THEIR TIME, NOT YOURS. WILL YOU BE READY?

Learn more about the Endgame Entrepreneurship Masterclass and build with your exit in mind.

https://thebusinesstransitionsherpa.com/course/

_______________________________________

My Links:

🌐 Website: https://TheBusinessTransitionSherpa.com

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

_______________________________________

📘 THE BUSINESS TRANSITION HANDBOOK:

Get a free digital copy of "The Business Transition Handbook: How To Avoid Succession Pitfalls and Create Valuable Exit Options" by author Laurie Barkman:

https://thebusinesstransitionhandbook.com

  continue reading

180 에피소드

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