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
Proactive Exit Planning through Internal Collaboration
Our show today featured Randy Van Rooyen and Jon Marquet, both with Trust Point, but in different roles. Randy is a financial advisor and in charge of strategic relationships for the firm, and Jon, a JD, is in charge of business development for its three locations in LaCrosse and Eau Claire Wisconsin, and Minneapolis Minnesota. The firm practices internal collaboration amongst its many areas of expertise, which is rather impressive for an industry that tends to operate in silos.
Trust Point offers services in several practice areas, namely Trustee services, 401K products, Wealth Management, and Family Office services. Their innovative and client-centric approach was the impetus behind Randy and Jon both acquiring their CEPA credential recently, so now Trust Point is officially offering exit planning services for its business owner clients; a natural add-on.
Trust Point is over 100 years old and is independently owned. Many of its employees have worked for the firm for a long time, which says a lot about the great place that it is to work. Many of their clients are owners of private businesses, and we discussed a story of one such client that could have had a disastrous ending were it not for the knowledgeable and collaborative team that came to their rescue.
Find out what happened by listening to the episode here.
Connect with Julie Keyes, Keyestrategies LLC
Founder, Consultant, Author, Pod-caster and Instructor