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
Moving to a Lower-Tax State: Strategies and Requirements for Business Owners
In this episode of Poised for Exit, we’re joined by Mark Kravietz, Managing Partner and Founder of Aline Wealth, for a practical discussion on what business owners need to understand before relocating to a lower-tax state.
Mark explains why changing residency for tax purposes is far more involved than many owners expect and why simply spending “six months and a day” in a new state is rarely sufficient. He walks through the core factors states examine when determining residency, including home ownership, time spent, business involvement, personal connections, and family ties, and explains how intent plays a central role in audits and enforcement.
The conversation also explores how business ownership complicates relocation decisions, particularly when owners maintain active involvement in high-tax states. Mark shares real-world examples from his decades of advising business owners, highlighting common mistakes, documentation gaps, and misconceptions that can put owners at risk if not addressed early.
Throughout the episode, Mark emphasizes the importance of planning ahead, both financially and personally, when considering a move. From aligning residency decisions with long-term exit goals to understanding how lifestyle choices, identity, and post-exit plans factor into success, this episode offers clear, actionable insight for business owners thinking strategically about their future.
Connect with Mark Kravietz here
Learn more about Aline Wealth here
Connect with Julie Keyes, Keyestrategies LLC
Founder, Consultant, Author, Pod-caster and Instructor