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
What Your Numbers Are Telling You
In this episode of Poised for Exit, we’re joined by Heide Olson, founder and CEO of All in One Accounting, a firm specializing in fractional CFO, controller, and accounting services for businesses and nonprofits. Heide shares her entrepreneurial journey, the lessons she learned while growing her company, and the critical role that financial systems play in building a business that is truly exit-ready.
We explore how strong financial processes, smart technology use, and team development are essential for scaling a business and preparing it for a successful transition. Heide also opens up about the emotional side of preparing for an exit, comparing her business journey to raising a fifth child and emphasizing the need for strategic planning long before a sale or handoff is on the horizon.
Our conversation highlights why having the right advisors, operating systems, and financial discipline are key ingredients for any business owner thinking about their future transition. We also touch on the importance of nonprofit financial management, business continuity planning, and why adaptability and self-awareness are vital for long-term success.
Connect with Julie Keyes, Keyestrategies LLC
Founder, Consultant, Author, Pod-caster and Instructor