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209: Assembling Your Personal Board, Pete Schramm - The Entrepreneur Gene Series

Succession Stories

Release Date: 08/06/2025

221: How to Finance a Business Transition or Acquisition, David Miller show art 221: How to Finance a Business Transition or Acquisition, David Miller

Succession Stories

What does it take to finance a business transition or acquisition? In this episode, Laurie Barkman sits down with David Miller, Executive Vice President at Enterprise Bank, to demystify lending for business owners — from SBA loans to insider buyouts. David shares how banks assess deals, why management continuity matters most, and how entrepreneurs can become “bankable” when it’s time to grow or exit. 💬 Quote from David Miller: “Don’t think you can’t buy a business just because you’re not personally wealthy. If you have the right skillset and knowledge of the industry, there...

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220: Steep Learning Curves, Brandon Stanchock - The Entrepreneur Gene Series show art 220: Steep Learning Curves, Brandon Stanchock - The Entrepreneur Gene Series

Succession Stories

Host Laurie Barkman welcomes Brandon Stanchock, CEO of SWF Industrial Inc. Brandon discusses his journey to take the helm of a family business. He emphasizes the importance of leadership, employee development, and implementing innovative collaboration strategies in the industrial sector. The conversation also highlights Brandon's commitment to providing support for employees and internal promotion programs. Brandon shares how his personal interests in travel, gaming, and podcasting align with his broader mission to help people reach their full potential both inside and outside the workplace....

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219: Find Passion, Don’t Just Chase The Dollar, Larry Whiteside Jr - The Entrepreneur Gene Series show art 219: Find Passion, Don’t Just Chase The Dollar, Larry Whiteside Jr - The Entrepreneur Gene Series

Succession Stories

Host Laurie Barkman welcomes Larry Whiteside Jr., an expert in information security, risk management, and entrepreneurship. Larry discusses his journey from cybersecurity to becoming the Co-Owner of Lifesaver Pool Fence of Tampa and Co-Founder of Confide.  Larry emphasizes the importance of passion, operational efficiency, and overcoming challenges in business. They delve into key trends in cybersecurity, focusing on AI and automation’s growing influence. The conversation also highlights Larry’s commitment to promoting diversity in the cybersecurity field and how his military...

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218: The Maverick Mind of an Entrepreneur, Travis Howerton - The Entrepreneur Gene Series show art 218: The Maverick Mind of an Entrepreneur, Travis Howerton - The Entrepreneur Gene Series

Succession Stories

“ Treat people well, work hard, have a plan.” Host Laurie Barkman welcomes Travis Howerton, a technology and security expert with over 25 years of experience. Travis shares his journey from federal service and the nuclear weapons program to becoming the Co-Founder and CEO of RegScale. They discuss the entrepreneurial gene, personality assessments in team dynamics, and the challenges of scaling a business. Travis emphasizes the importance of empathy, hard work, and strategic planning. He also highlights the potential of automation and AI in the compliance industry. Travis discusses his...

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217: Nurturing Legacies, Corey Perlman - The Entrepreneur Gene Series show art 217: Nurturing Legacies, Corey Perlman - The Entrepreneur Gene Series

Succession Stories

“ Don't be a jack of all social media sites, master of none.” Host Laurie Barkman interviews digital marketing expert Corey Perlman of Impact Social. They discuss Corey's entrepreneurial journey influenced by his parents' careers, the evolving landscape of digital marketing, and the role and potential of AI in the industry. Corey shares insights on building and managing successful teams, the importance of focusing on key social media platforms, and the power of video content. Additionally, he touches on his passion for Brazilian Jiu Jitsu and his involvement in the Nurturing Fathers...

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216: The Sockfluencers: Spreading Happiness, John and Mark X. Cronin - The Entrepreneur Gene show art 216: The Sockfluencers: Spreading Happiness, John and Mark X. Cronin - The Entrepreneur Gene

Succession Stories

“We’re in the business of making people happy!” John and Mark X. Cronin are father-son co-founders of John’s Crazy Socks. Host Laurie Barkman talks with John and Mark about the inspiring story of their unique business model, inclusion, and commitment to spreading happiness. Over half of their employees have differing abilities.  The discussion covers innovative approaches to customer satisfaction, success metrics, notable initiatives like the Unity Sock, and their role as advocates for people with disabilities. The episode also touches on their engaging community activities such...

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215: All In On Accountability, Molly McGrath - The Entrepreneur Gene show art 215: All In On Accountability, Molly McGrath - The Entrepreneur Gene

Succession Stories

What’s the most important value to have when you’re running your own business? According to Molly McGrath, Founder of Hiring and Empowering Solutions, it’s accountability. Listen in as Host Laurie Barkman talks with Molly about her unique perspective on the entrepreneur gene - a desire for control and freedom, stemming from an anti-authoritarian mindset. Molly highlights the importance of teaching employees to be intrapreneurs, involving them in decision-making processes, and implementing incentive-based compensation models. The episode also emphasizes the significance of...

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214: Genetically Entrepreneur, Jim Haviland - The Entrepreneur Gene show art 214: Genetically Entrepreneur, Jim Haviland - The Entrepreneur Gene

Succession Stories

What does six generations of entrepreneurship get you? Find out as Host Laurie Barkman talks with Jim Haviland, Business Operating System Coach at Impact Architects and Chief Operating Officer at CallPlease.  Jim shares his insights on building and exiting organizations, the entrepreneurial gene, and the importance of exit planning. He discusses the significance of having a clear purpose, the necessity of mentors and operating systems, and offers advice on long-term planning for entrepreneurs. Tune in for valuable lessons and inspiration for both budding and experienced entrepreneurs....

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213: Balancing Business and Identity, Jennifer Bisceglie - The Entrepreneur Gene show art 213: Balancing Business and Identity, Jennifer Bisceglie - The Entrepreneur Gene

Succession Stories

“ It's really hard out there. Other people will beat you up. You don't have to do it to yourself.” - Jennifer Bisceglie This week on The Entrepreneur Gene - a featured series of Succession Stories - Host Laurie Barkman talks with Jennifer Bisceglie, Founder and Executive Vice Chair of Interos. Jennifer discusses the concept of identity for owners- as part of the business and outside of your company. She shares the challenges of managing a business that heavily relies on U.S. federal contracts and navigating rapid administrative changes. Jennifer also talks about the impacts of AI on...

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212: Embracing Smart Risks, Casey Cheshire - The Entrepreneur Gene Series show art 212: Embracing Smart Risks, Casey Cheshire - The Entrepreneur Gene Series

Succession Stories

“ The flip of one-to-one communication to a one-to-few communication is going to become priceless. It's all about connection.” - Casey Cheshire What kinds of risks are the ones worth taking when it comes to entrepreneurship? Casey Cheshire, CEO of Ringmaster Conversational Marketing, believes smart risks are the key to success.  Host Laurie Barkman talks with Casey about the importance of risk tolerance, learning from failures, and the need for smart risk-taking in business. They also explore the future of marketing with the advent of AI and the significance of maintaining human...

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“ I followed what's in my heart and I’m moving forward to fill this gap and this need for the workplace of the future.” - Pete Schramm

Host Laurie Barkman interviews Pete Schramm, Founder and CEO of Lattitude. A serial entrepreneur, award-winning speaker, and bestselling author of Pathfinders, Pete is on a mission to foster meaningful, sustainable relationships in the workplace. As the founder of Lattitude, he’s cultivating leadership and engagement through career mapping and mentorship software.

The episode touches on challenges in the workplace, especially with hybrid and remote work environments. Pete also highlights the necessity of marketing, sales, and having a clear game plan in business while sharing his passion for connecting people and giving back through various nonprofits.

 

Takeaways:

  • Focus on having a wonderful team around you to create enterprise value. Communication and intentional belonging are key to keeping the team aligned and motivated.

  • Clearly and effectively communicate your game plan, start small with changes, but don't stop. Build trust and transparency with your team while managing change.

  • Consider building a personal board of advisors to guide and support your entrepreneurial journey. Seek mentors who can provide diverse perspectives and insights.

  • Regularly measure and understand the engagement, connection, and well-being of your team. Use tools like engagement surveys and share the results and planned actions.

 

This Show Is Sponsored by The Business Transition Sherpa®
100 percent of owners will leave their business one day. But few are prepared. Are you? Get your copy of the Amazon best-selling book by nationally recognized expert, Laurie Barkman that reveals how to build business value and plan for succession, transition, or selling the business on your terms....what every entrepreneur needs to know. 

✨📖 Get your FREE digital copy of The Business Transition Handbook: https://btsherpa.com/book

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