Laurie Barkman, CEPA®

Laurie Barkman, CEPA®

Growth Transition Advisor @ The Business Transition Sherpa®

About

You’ve built a respected firm in engineering, architecture, or design, but now everything depends on you. You’re leading projects, managing people, putting out fires, and still expected to grow the business. You can’t step away without worrying things will fall through the cracks. The freedom you imagined when you started? It keeps getting pushed to “someday.” I see you. And I help leaders like you build businesses that can run (and thrive) without them. I’m Laurie Barkman, founder of The Business Transition Sherpa®, former $100M CEO, M&A advisor, and strategic growth expert. I work with AEC firm owners who are ready to scale smarter, strengthen their teams, and create real enterprise value. Through my proprietary B.U.I.L.T.™ Method, I help you reduce owner dependency, install better systems, and step fully into your CEO role without losing control or burning out. My clients have broken free from the bottleneck, doubled their business, and created firms that work for them, not the other way around. If you’re ready to build a business that grows without consuming your life, let’s connect. Let’s connect! Book a consult today. Send me a DM here on LinkedIn or visit my website to connect 👉 www.LaurieBarkman.me

Country

United States

City

Pittsburgh

Industry

Management Consulting

Skill

Business Valuation, Expert Advisor, Growth Strategies, Team Leadership, CEO, Private Equity, Strategic Marketing, Public Speaking, Workshops, Keynote Speaking, CEO Succession, Interviewing, Board Advisory Services, Board level experience, Executive Advisory, Business Advising, Entrepreneurship, Intrapreneurship, University Teaching, Business Advisory Services

Experience

The Business Transition Sherpa®

Growth Transition Advisor

The Business Transition Sherpa®

LinkedIn
2020 - Present · 6 yrs

Pittsburgh, Pennsylvania, United States

Laurie Barkman, the business transition sherpa, is the former CEO of a $100 million revenue company that was sold to a Fortune 50. Laurie guides business owners through the often overwhelming process of transition planning. And as a mergers and acquisitions intermediary, she facilitates sell-side and buy-side transactions in the lower middle market. Laurie is the author of The Business Transition Handbook: How to Avoid Succession Pitfalls and Create Valuable Exit Options, and hosts the award-winning podcast Succession Stories, rated in the top 2.5% of podcasts globally. Laurie earned an MBA from Carnegie Mellon University, and Bachelors from Cornell University. She holds a professional designation from The Alliance of Mergers & Acquisitions Advisors.

The Business Transition Sherpa®

Host, Succession Stories Podcast

The Business Transition Sherpa®

LinkedIn
2020-4 - Present · 6 yrs 6 mos

Succession Stories, ranked in the top 2.5% of global podcasts, is an award-winning show hosted by Laurie Barkman. The show features thought leadership and best practices for founders, family businesses, and next generation entrepreneurs to grow their businesses, develop transition strategies, and lead for the future.

Stony Hill Advisors

Mergers and Acquisitions Advisor

Stony Hill Advisors

LinkedIn
2021-5 - Present · 5 yrs 5 mos

As an M&A Advisor with Stony Hill, Laurie Barkman guides business owners through the complex process of selling and buying businesses. In addition to her M&A role, Laurie provides exit and succession planning services to help owners increase the value of their business with her firm, SmallDotBig. Stony Hill Advisors is a merger and acquisition advisory firm that specializes in providing intermediary services for lower middle market companies and small business entrepreneurs. For more than 15 years, Stony Hill has assisted clients across a wide variety of industries throughout New Jersey, Pennsylvania, Delaware, Connecticut, Ohio, and New York City. Our team of advisors have many years of successful prior corporate roles as owners, managers, and senior executives in small, medium, and large corporations. Combining these experiences with our years in advising merger and acquisitions, our years of training and experience in various professional fields, and with the uniqueness of the Stony Hill approach, is what allows us to stand out as a premier M&A advisory firm. Advising business leaders in these areas: • SELL to exit (value, package & market the company) • ACQUIRE to expand (find the “needle in the haystack” & arrange financing) • CONNECT to Investors and Operating Partners (Executives, Private Equity, & Family Office portfolios to monetize equity) Laurie is a Certified M&A Advisor and Certified Value Builder giving her the knowledge to expertly represent clients and coach them how to maximize the value of their business. Laurie can be contacted at 412-520-8399 or by email at laurie@stonyhilladvisors.com

The Orchards

Member of the Board of Advisors

The Orchards

LinkedIn
2024-2 - Present · 2 yrs 8 mos

West Virginia, United States

Member of the Advisory Board for The Orchards at Foxcrest, a second generation family-owned held health services company whose mission is to care for minds, bodies, and souls.

Massaro Construction Group

Member Of The Board Of Advisors

Massaro Construction Group

LinkedIn
2021-10 - Present · 5 yrs

Pittsburgh, Pennsylvania, United States

Serve as Lead Board Advisor for the Massaro Construction Group (MCG), a privately held diversified construction services company and business operating units: Massaro Corporation, Massaro Construction Management Services, LLC, and Massaro Restoration Services, LLC.

Carnegie Mellon University - Tepper School of Business

Adjunct Professor of Entrepreneurship

Carnegie Mellon University - Tepper School of Business

LinkedIn
2020-1 - Present · 6 yrs 9 mos

Pittsburgh PA

Teaching the Corporate Startup Lab, a Masters level course sponsored by an interdisciplinary group focused on researching and promoting the mission of transformative innovation within corporations.

Vistage Worldwide, Inc.

Vistage Trusted Advisor | Member | Certified Speaker - Vistage National Speakers Bureau

Vistage Worldwide, Inc.

LinkedIn
2021-1 - Present · 5 yrs 9 mos

United States

Named Top New Vistage speaker for 2021. Certified Speaker with Vistage Worldwide Inc.

Safety io

Advisory Board Member

Safety io

LinkedIn
2018-11 - 2021-12 · 3 yrs 2 mos

Greater Pittsburgh Area

Safety io is a subsidiary of MSA Safety Inc. [NYSE: MSA] leveraging market-leading gas detection technology and providing industry-leading innovation in cloud-based software and connected devices.

Burns White LLC

Chief Marketing and Business Development Officer

Burns White LLC

LinkedIn
2017 - 2019 · 2 yrs

Pittsburgh, PA

Member of senior management team for law firm providing regulatory, employment, corporate advisory and litigation services to clients across the US including Transportation & Logistics, Energy, and Healthcare industries.

Topanga Partners, LP

Managing Partner and CEO

Topanga Partners, LP

LinkedIn
2016 - 2017 · 1 yr

Pittsburgh, PA

Topanga Partners is a private equity firm investing in early and mid-stage technology companies focused on product technology, software-as-a-service (SaaS), and digital platforms. Served as Board Member and Interim CXO for portfolio companies.

FedEx

Officer of FedEx and Senior Vice President, Marketplace

FedEx

LinkedIn
2015 - 2016 · 1 yr

Greater Pittsburgh Area

GENCO Corporation was acquired by FedEx in 2015 for $1.4B, and rebranded as FedEx Supply Chain.

Education

Carnegie Mellon University - Tepper School of Business

Carnegie Mellon University - Tepper School of Business

LinkedIn

Marketing, Finance, Technology

1997 - 1999 · 2 yrs
Cornell University

Cornell University

LinkedIn

Industrial and Labor Relations

1989 - 1993 · 4 yrs
Københavns Universitet - University of Copenhagen

Københavns Universitet - University of Copenhagen

LinkedIn

International Business

1991 - 1991

Laurie Barkman, CEPA®'s Contact Information

Email

******@***.com

Phone

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