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
The Hidden Cybersecurity Risks Every Business Owner Should Know
| In this episode of Poised for Exit, we sit down with Steve Enzler, Owner and CEO of Tangible Values, a professional services firm supporting the accounting community.
Steve shares eye-opening insights into cybersecurity risks that most small businesses and even accounting firms don’t realize they’re exposed to. From new IRS and FTC requirements to real-world data breach examples, this conversation sheds light on what every business owner needs to know about protecting client information.
You’ll learn about the Written Information Security Plan (WISP) now required for accounting firms, what “personally identifiable information” (PII) really means, and the practical steps any business can take to protect themselves and their clients.
Steve also explains how WispBuilder.com, one of Tangible Values’ latest innovations, helps firms easily comply with cybersecurity mandates and avoid devastating fines and data breaches.This is part one of a two-part discussion.
Don’t miss part two in a few weeks, where Steve dives deeper into real cases and evolving threats.
Learn more about Tangible Values here
Resources mentioned:
WispBuilder.com: Build and maintain your written information security plan.
IRS Publication 4557: Safeguarding Taxpayer Data: A Guide for Your Business.
New York Attorney General Settlement Announcement: Press release referenced in this episode.
Connect with Julie Keyes, Keyestrategies LLC
Founder, Consultant, Author, Pod-caster and Instructor