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.
Poised for Exit
The Birthday Show!
The Birthday Show!
Julie Keyes is interviewed on her birthday in this episode! Bob stepped up to ask the questions; here's what they covered.
Julie talked about a couple of client success stories that occured recently. One was a family owned transition to the 3rd generation that's near completion. The 2nd gen owners are taking a lot of time off and allowing the 3rd Gen to run the business, and they're doing so very well. The other is also a family business, that was intended to be sold externally, until 3 years ago when the son expressed a desire to buy it (over 3 years ago). Fast forward, the son is doing extremely well leading the company growth strategy and sales are the best they've been in several years.
Julie also talked about two programs she's offering for professional advisors. The "Advisor Program" as it's called is for advisors looking to add exit planning services as a growth strategy for their primary services. She's put together a 6 session course that's delivered in real time, covering best practices in exit planning, coaching and case studies. The Exit Planning Cohort is a monthly coaching program for advisors that's run similar to a peer group. The advisor can expect a platform to express ideas, seek help and receive positive feedback and advice. The educational content is focused on the exit planning industry.
The sponsors of the show provide services that help grow the value of any business and provide services to owners that not only mitigate risk, but help them achieve the best outcome at the highest dollar amount. Julie highlights the services of each show sponsor.
We are very grateful to the loyal listeners of our show. Without you, we have nothing.
We want to hear from you!
If you have any feedback for us on show topics or anything else you'd like to say, please contact us!
Listen to our Birthday Show here
Connect with Julie Keyes here
Connect with Julie Keyes, Keyestrategies LLC
Founder, Consultant, Author, Pod-caster and Instructor