Biz and Tech Podcasts > Business > 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.
Last Episode Date: 25 July 2024
Total Episodes: 202
RISR: Empowering the Business Owner's Most Trusted AdvisorWe talked today with Jason Early, the Founder and CEO of RISR, a tool used by advisors to business owners looking to understand the value of their companies and what they can do to maximize a future exit. Jason i...
How to Best Utilize a Board of Directors for your ESOP Company Today's show featured a return of CFO, Andy Yetzer of YTS Companies and one of his Independent Board Members, Ken Saddler, who's also a Fractional CFO and former guest as well. We covered a topic on ho...
SLATs, CRTs, and IDGTs, Oh My! Utilizing Trusts to Optimize Estate Planning and Business Sale ProceedsOur episode today featured Christine Schmidt and Julie Westbrock, advisors with Trust Point. Both are heavily involved with business owner clients; one from the Family Offic...
Reluctantly Resilient: Tools for Building Resilience in Transition Author and CEO, Chrissy Myers joined us today on Poised for Exit. Chrissy's experiences in family business transition (her own) coupled with the services she delivers for business owners made for a very ...
Lessons Learned: Navigating Company Culture during a Business Sale Today's episode featured Brent Peterson, Founder and President of several companies over the years, and most recently a firm called ContentBasis. Brent shared his exit story with us today that he believe...
Why Culture Matters when you're Poised for Exit Our guest for today's episode is Dave Sparkman, Founder and Culture advisor with Spark Your Culture Advisory Services. Dave's corporate and accounting background (as a former CPA with Arthur Andersen) have serv...
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...
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...
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...
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...
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