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.
Episodes
213 episodes
Using a Board of Directors for a Better Exit
We had the honor of hosting John Francis on the show today, who is a long time entrepreneur, advisor and Board member. John grew up with a family business that star...
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Season 1
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Episode 214
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26:45
No Plan B: The All-in Approach of a Boat Burner
No Plan B: The All-in Approach of a Boat BurnerIt's not often that we feature our clients as guests on the show, but every now and then we have to ask! boatBurner has such a compelling story, ...
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Season 1
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Episode 213
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27:47
What does it take to be a female CEO of a Regional Bank? Tenacity!
What does it take to be a female CEO of a Regional Bank? Tenacity!Our guest in today's episode is Angie O'Neill, President and CEO of
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Season 1
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Episode 212
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26:11
Avoid M&A Pitfalls with Trust as a Guiding Principle
Avoid M&A Pitfalls with Trust as a Guiding PrincipleWe had Matt Hartranft in the studio today! Matt is a partner and M&A attorney with
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Season 1
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Episode 211
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24:43
Private Investigators and Dealmakers are Teaming up More Often than Ever!
Private Investigators and Dealmakers are Teaming up More Often than Ever!We covered an unusual topic in this episode, that we learned wasn't so unusual afterall. Private investigations within the M&A space. As bu...
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Season 1
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Episode 210
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26:48
Trust Matters Now more than Ever: Learn from the Experts
Trust Matters Now more than Ever: Learn from the Experts We had the privilege of interviewing Brian Slipka and
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Season 1
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Episode 209
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23:35
Sold over 330 Businesses and He's just getting Started!
Sold over 330 Businesses and He's just getting Started!On the #Poised for Exit podcast this week we had the honor of hosting Manoj Moorjani today, who's a Dealmaker at
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Season 1
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Episode 208
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24:54
Overview of the 7th Annual Owner's Forum: "Go or Grow!"
Overview of the 7th Annual Owner's Forum: "Go or Grow!"We had the pleasure of hosting Todd Krough in the studio today. Todd is a wealth manager...
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Season 1
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Episode 207
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23:25
Business Succession Research Completed by the University of MN
Business Succession Research Completed by the University of MNOur guest for today's show is Michael Darger, U of M Extension Specialist, who focuses ...
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Season 1
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Episode 206
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25:17
Women Contractors Who Grow Their Companies by Growing Their Networks
Women Contractors Who Grow Their Companies by Growing Their Networks We had the honor of interviewing two women from the Association of Wome...
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Season 1
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Episode 205
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25:52
The Corporate Transparency Act: What you Need to Know
The Corporate Transparency Act: What you Need to KnowOur guest for today's show is Scott Seiler, Founder and Partner at
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Season 1
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Episode 204
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24:32
RISR: Empowering the Business Owner's Most Trusted Advisor
RISR: Empowering the Business Owner's Most Trusted AdvisorWe talked today with Jason Early, the Founder and...
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Season 1
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Episode 203
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22:18
How to Best Utilize a Board of Directors for your ESOP Company
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, ...
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Season 1
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Episode 202
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20:51
SLATs, CRTs, and IDGTs, Oh My! Utilizing Trusts to Optimize Estate Planning and Business Sale Proceeds
SLATs, CRTs, and IDGTs, Oh My! Utilizing Trusts to Optimize Estate Planning and Business Sale ProceedsOur episode today featured Christine Schmid
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Season 1
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Episode 201
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23:01
Reluctantly Resilient: Tools for Building Resilience in Transition
Reluctantly Resilient: Tools for Building Resilience in Transition Author and CEO, Chrissy Myers joined us today on Poised for Exit. Chrissy's experiences in ...
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Season 1
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Episode 199
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26:31
Lessons Learned: Navigating Company Culture during a Business Sale
Lessons Learned: Navigating Company Culture during a Business Sale Today's episode featured Brent Peterson, Founder and President of several companies over the ye...
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Season 1
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Episode 198
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24:30
Why Culture Matters when you're Poised for Exit
Why Culture Matters when you're Poised for Exit Our guest for today's episode is Dave Sparkman, Founder and Culture advisor with
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Season 1
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Episode 197
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21:29
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 par...
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Season 1
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Episode 196
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22:45
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 achiev...
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Season 1
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Episode 195
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23:50
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
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Season 1
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Episode 194
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25:26
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...
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Season 1
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Episode 193
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23:44
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...
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Season 1
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Episode 192
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24:46
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. C...
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Season 1
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Episode 191
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28:14