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: Part 2
In this episode of Poised for Exit, we welcome back Steve Enzler, Owner and CEO of Tangible Values, for the second half of our deep dive into the cybersecurity threats impacting today’s business owners.
In Part 2, Steve shares shocking real-world examples of W-2 and 1099 fraud, including how organized criminal networks are filing thousands of fake returns using stolen business IDs, employee data, and even credit card information. He explains why the first few weeks of January through early March have become the prime window for identity-related tax fraud, and what every business owner and employee must do to protect themselves.
We also revisit the essential safeguards required under the FTC Safeguards Rule, breaking them down into physical, technical, and administrative protections. Steve outlines six practical steps that any business can implement immediately, from full-system encryption and auto-updates to multi-factor authentication, network security, and proper incident response.
This episode is full of practical guidance, cautionary stories, and straightforward action steps to help you guard against rapidly evolving threats.
Next Steps: Learn more at WispBuilder.com
Explore PracticePanda.com for client communication
Consider enrolling in the IRS Identity Protection PIN Program:
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Connect with Julie Keyes, Keyestrategies LLC
Founder, Consultant, Author, Pod-caster and Instructor