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
Quarterbacking Your Exit Through Your Trusted Advisor
Our guest in this episode is Mark Cheeley, Financial Advisor and President of Synergy Wealth Management. Mark and his Ameriprise team work with a lot of business owners, many of whom are in the throes (or should be) of exit planning.
Most financial advisors work with individuals, so their knowledge of the exit process is limited or non-existent, and that's OK. Most clients fall under the individual category. But for owners of companies, it's important you work with an advisor who knows the process and can help you assemble a strong team of advisors, so you can achieve your best outcome. Mark says it all starts with a plan!
Mark and his team implement a comprehensive process, incorporating many types of tax saving and estate planning strategies alongside their financial planning and wealth management work. They also help owners with key person retention strategies and investment strategies that help keep the drawdown at a minimum. Mark's style is very collaborative and client centric; no wonder he’s a top advisor for Ameriprise!
You'll want to learn more about him and his expert advice. Listen to the episode here.
Connect with Julie Keyes, Keyestrategies LLC
Founder, Consultant, Author, Pod-caster and Instructor