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
Next Chapter Partners: Preparing Owners for Life After Exit
In this episode of Poised for Exit, we sit down with Marianne Oehser, and Susan Latremoille, of Next Chapter Lifestyle Advisors, for a conversation about the often-overlooked emotional side of exiting a business.
With combined backgrounds in financial advising, corporate leadership, and retirement coaching, Marianne and Susan bring a unique perspective to what it really takes to prepare for life beyond the business. Their work focuses on guiding entrepreneurs through the transition, helping address the personal challenges that numbers alone can’t solve.
The discussion explores why 75% of owners regret their exit within the first year and introduces the acronym SIPS - Social connection, Identity, Purpose, and Structure - the four areas where business owners often experience loss after leaving their companies. And listeners will also hear about the “Happiness Portfolio,” a framework designed to help business owners build a purposeful and balanced life after the sale.
This discussion highlights what it means to move from success to significance and why a collaborative team approach makes all the difference in preparing for the next chapter. This episode offers valuable insight for both entrepreneurs planning their own exit and advisors supporting clients through transition.
To dive deeper into this topic, join Next Chapter Partners for their upcoming CEPA Masterclass: Introducing Personal Readiness: A CEPA’s Guide to Having the Conversation, taking place online on September 24, 2025, from 11 AM–12 PM CST. Register here
Contact Susan at Susan@NextChapterLifestyleAdvisors.com
Connect with Susan here
Contact Marianne at Marianne@NextChapterLifestyleAdvisors.com
Connect with Marianne here
Find Next Chapter Lifestyle Advisors here
Connect with Julie Keyes, Keyestrategies LLC
Founder, Consultant, Author, Pod-caster and Instructor