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
Exit Planner of the Year Joe Seetoo on the Real Work Owners Must Do Before They Exit
In this episode of Poised for Exit, we sit down with Joe Seetoo, Partner at Morton Wealth and the current Exit Planner of the Year. Joe brings a rare blend of wealth management expertise, exit planning insight, and real-world examples that reveal what owners most often overlook when preparing for a transition.
Joe shares how Morton Wealth built The Strategist, a flat-fee, exit-focused planning model designed to support owners long before a deal is on the table. He explains why exit planning is a “team sport,” why knowing your number is essential, and how early readiness prevents rushed or poorly structured deals.
You’ll learn why estate planning, insurance coverage, cash-flow clarity, and personal preparedness all play a critical role in the outcome of an exit. Joe also walks through Morton Wealth’s all-weather investment philosophy, built on diversified, risk-aware strategies that support owners before, during, and after their transition.
This conversation is filled with practical insight for business owners, whether an exit is years away or quickly approaching.
Resources from Morton Wealth:
- Strategist Brochure
- The Business Owner’s Transition Toolkit
- Article: “Why Owners Need a General Contractor for Their Exit”
- Article: “The Hidden Costs of Not Knowing Your Number”
Additional Resource Mentioned in This Episode:
Connect with Julie Keyes, Keyestrategies LLC
Founder, Consultant, Author, Pod-caster and Instructor