Host Laurie Barkman, The Business Transition Sherpa, talks with Jon Eesley, founder of Windsor Advisory Group. With over 27 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

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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/

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My Links:

🌐 Website: https://TheBusinessTransitionSherpa.com

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

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📘 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

Host Laurie Barkman, The Business Transition SherpaⓇ, is joined by Darryl Bates-Brownsword, Managing Partner of Succession Plus in the UK. He hosts The Exit Insights Podcast and is a business consultant with over two decades of experience building and selling companies.

They discuss the importance of preparing for business exits and scaling entrepreneurial ventures. For business transition, you need a well-thought-out plan, valuation growth, and clear vision for the future.

Listen in to learn more about:

• Making a mindset shift from revenue growth to valuation growth to make a business more attractive for exit.

• Beginning with the end in mind to know what you want as an outcome from exiting your business and what your vision is for after exiting.

• Planning the "earnout period" before exiting to de-risk the business transaction

Show Links:

https://succession.plus/us/

https://www.linkedin.com/in/darrylbates-brownsword/

https://succession.plus/uk/podcasts-uk/how-to-objectively-value-your-business-for-maximum-exit-success/

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

_______________________________________

ENDGAME ENTREPRENEURSHIP MASTERCLASS

LEARN HOW TO MAXIMIZE VALUE AND EXIT ON YOUR TERMS:

https://thebusinesstransitionsherpa.com/course/

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📘 THE BUSINESS TRANSITION HANDBOOK:

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

https://thebusinesstransitionhandbook.com

Guest Bio:

Darryl Bates-Brownsword is a dynamic, driven Business Consultant and Coach with over 20 years of experience and passion for creating successful outcomes for founder-led businesses. He is a great connector, team builder, problem solver, and inspirer — showing the way through complexity to simplicity. He has built two international multi-million revenue businesses; one now operating in 16 countries. His quick and analytical approach cuts through to the core issues quickly and identifies the context. He challenges the status quo and gets consistent, repeatable and reliable business results.

Unlock the story behind Reid Tileston's remarkable entrepreneurial journey in this episode of Succession Stories. Join Laurie Barkman, The Business Transition Sherpa®, as she sits down with Reid, a driven acquisition entrepreneur, to dive into his inspiring path from a 23-year-old with $100k to a thriving Anytime Fitness franchisee.

Through candid conversation, Reid shares the highs and lows of his entrepreneurial journey. From navigating the challenges of owning an Anytime Fitness franchise during the rough Great Recession to achieving top-tier success across multiple units, Reid offers invaluable insights into the world of acquisition entrepreneurship.

Discover the pivotal lessons Reid has obtained from buying and selling four companies. Learn why he stresses the crucial role of assembling the right team and adopting the mindset of an "entrepreneurial business owner" who strategically works on the business rather than being consumed by day-to-day operations. Diving into the emotional dynamics of business sales, Reid draws from his doctoral research on seller satisfaction post-sale. He underscores the importance of intentionality, emphasizing the need for sellers to grasp their business's true value and envision their role post-sale with clarity.

Get a sneak peek into Reid's forthcoming book, "Grit It Done," which promises illuminating insights into the world of acquisition entrepreneurship. Don't miss this episode filled with wisdom, inspiration, and the raw realities of entrepreneurial success.

Listen in to learn more about

• The journey from finance to fitness franchise mogul

• Navigating the Great Recession and Beyond

• The untold stories of selling businesses

• Building teams and creating freedom

• A sneak peek into the upcoming book, "Grit It Done"

Resources & Links

Laurie R. Barkman

• https://www.linkedin.com/in/lauriebarkman/

• https://www.youtube.com/@TheBusinessTransitionSherpa

• https://thebusinesstransitionsherpa.com/

Reid Tileston

• http://www.grititdone.com

• http://www.reidtileston.com

• https://www.linkedin.com/in/reidtileston/

Resources

• Book: "Grit It Done" by Reid Tileston

• Book: "The Business Transition Handbook" by Laurie Barkman