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
Inside Scoop: Updates, Insights, & Future Plans
The week on the Poised for Exit podcast, I take the mic for a solo episode to share exciting updates for 2025!
After nearly six years and approaching our 300th episode, I wanted to take this time to personally connect with you - our valued listeners - and give you an inside look at what's happening this year.
First, I extend my gratitude to our incredible sponsors, including True North M&A, Trust Point Inc., JAK + Co. CPAs, and the Twin Cities Metro Chapter of the Exit Planning Institute. Their support has been instrumental in making this show possible, and I highly encourage you to check out the valuable services they offer!
I also dive into the latest offerings from my exit planning programs. My Advisor Program for CEPAs is currently in session, helping professionals develop their exit planning practice, and will be back again in September for another session. Additionally, our Monthly Exit Planning Cohort kicks off again on April 11th - providing peer learning, case studies, and expert insights at a fraction of the cost of other peer groups.
Also, I'm excited to announce that the third edition of my book, Poised for Exit, is on its way and will be showcased at the EPI Summit in May, where I’ll also be speaking.
And perhaps the biggest announcement: We are launching an AI-powered exit planning application. This groundbreaking tool will provide real-time coaching, business development guidance, valuation insights, and collaborative features for advisors and business owners. We’re assembling a pilot group - so if you are interested, please reach out!
Tune in for more details, and be sure to subscribe so you don’t miss any upcoming updates. Thank you for your continued support - this show is here because of you!
Connect with Julie Keyes, Keyestrategies LLC
Founder, Consultant, Author, Pod-caster and Instructor