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Poised for Exit

Welcome to the Poised for Exit podcast! Poised for Exit is an under 30-minute strategic planning guidance podcast for busy small business owners. Each week you’ll hear certified exit planning advisor, Julie Keyes, talk with a range of entrepreneurs and professionals about preparing your business for a future transition. Guests at every stage of company ownership will share their personal stories and lessons learned about topics such as the anatomy of the exit planning process, developing a growth strategy, how to sell on your terms, exit planning for women small business owners, handling business diversity, and how to sell a family business. Whether you’re planning an exit in the near future or not, this show will provide you with the same action-oriented content that Julie utilizes while consulting with Keyestrategies clients. Building an exit strategy can be overwhelming, especially with all the decisions and details you have to consider. “Poised for Exit” will simplify the process and help you unwrap the unknowns, giving you more confidence in your planning process. Previous episodes are available for download, so if you are new to our show, you can listen to them in any order that suits you. Join us each week for timely, relevant content that will surely impact your business exit outcome! Subscribe to our newsletter below to receive your weekly episode link and stay updated on new strategic planning content. Find “Poised for Exit” on Spotify, Apple Podcasts, Google Play, iHeart Radio, Amazon Music, and others. Thank you to our Sponsors: Sunbelt Business Advisers and JAK CPA's. A special note of thanks to Tyler Keyes who produced the music for the “Poised for Exit” show.

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Last Episode Date: 23 May 2024

Total Episodes: 196

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23 May 2024
196 - Tax Strategies to Maximize After-Tax Proceeds of a Business Sale

Tax Strategies to Maximize After-Tax Proceeds of a Business SaleWe had the pleasure of interviewing Greg Carlson, CPA partner with Boyum Barensheer who specializes in tax strategies for privately held companies. Greg has been working with owners for over 30 years and he coul...

22 min
15 May 2024
195 - Next Level Collaboration in Exit Planning: Dealmakers and Manufacturers Team up for Better Owner Outcomes!

Next Level Collaboration in Exit Planning: Dealmakers and Manufacturers Team up for Better Owner Outcomes!We had the pleasure of welcoming two guests, representing two different industries, but working together to achieve better outcomes for their manufacturing business clie...

23 min
8 May 2024
194 - Using Data to Drive Decisions for Growth, Acquisitions and Exit

Using Data to Drive Decisions for Growth, Acquisitions and ExitOur guest for this episode is Luke Komiskey, Founder and CEO of DataDrive, a data analytics company who enables its clients to make fast, informed decisions through the use of data and AI!Luke says he's alwa...

25 min
1 May 2024
193 - A Story of two Brothers, their Music and their Give-Back Mission

 A Story of two Brothers, their Music and their Give-Back MissionIt all started for Julie when she attended a Christmas Concert by the O'Neill Brothers that impressed her so much, she decided to invite them to be on the show. Both brothers are accomplished musicians; m...

23 min
25 April 2024
192 - A Financial Advisor’s Journey from Global M&A to Private Business Clients

A Financial Advisor’s Journey from Global M&A to Private Business ClientsToday we had the pleasure of interviewing Jeremy Weston, a financial advisor with Edward Jones whose unique background sets him apart in the financial advisory space. Jeremy's education in Bu...

24 min
17 April 2024
191 - A Partnership Exit Strategy where Everyone Wins

A Partnership Exit Strategy where Everyone WinsOur guest Host for today was Chris Jones, President of True North M&A. Chris interviewed his firms' advisor, Tim Schinke and Tim's client, Dan Sundin. Dan is the co-founder and CEO of Innovative Technology Partners...

28 min
11 April 2024
190 - Building our "All Star Network" with Cathy Paper

Building our  "All Star Network" with Cathy PaperCathy Paper has been teaching best practices in meaningful connections for many years and we were happy to have her on the show again today, because we know that Business Development and building a network that fost...

25 min
3 April 2024
189 - Kendall Qualls and TakeChargeMN: Making Black Lives Better!

Kendall Qualls and TakeChargeMN: Making Black Lives Better!It's been a few years since Kendall Qualls was in the studio, so it was great to have him back again. Kendall is the Founder and President of TakeChargeMN, a nonprofit described as "a Coalition supporting B...

25 min
27 March 2024
188 - CFO of YTS companies Shares their ESOP Journey, with Guest Host, Kyla Hanson of JAK CPA's!

CFO of YTS companies Shares their ESOP Journey, with Guest Host, Kyla Hanson of JAK CPA's! Our episode today featured a guest co-host with Kyla Hansen, Partner at JAK CPA's and Sponsor of the Poised for Exit Show!Kyla's client, YTS Companies, became an ESOP in...

21 min
20 March 2024
187 - Selling a Financial Advisory Practice: A Former Financial Advisor Shares Tips and Advice

Selling a Financial Advisory Practice: A Former Financial Advisor Shares Tips and AdviceOur guest today was Steve Juetten, CFP and Founder of Bridgegate Partners, a firm who specializes in succession and exit for owners of financial advisory practices. Steve's backgroun...

23 min
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