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
Building Your Exit Around Your Future, Not Just Your Business
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In this episode of Poised for Exit, Jon Marquet and Brenna Johnson of Trust Point Inc. dive into a crucial yet often overlooked part of the exit journey: what happens after the deal closes. They explain why an exit plan is about much more than maximizing your sale price; it’s about aligning your business, financial, and personal goals to create a sustainable, fulfilling next chapter.
Jon and Brenna break down how early, holistic planning helps business owners understand their true net outcome, build a lifestyle-supporting plan, and avoid unexpected challenges. Whether you’re a business owner or advisor, this conversation examines the value of looking beyond the transaction to the life you want to lead afterward.
They also explore why timing, coordination, and thoughtful planning with the right advisors can make a significant difference. Understanding how your personal goals connect to your business exit allows for decisions that truly support your future. By focusing on what comes next, you can create an exit strategy that serves both your business and your life vision.
If you’re a business owner or an advisor and haven’t mapped out how an exit supports broader life goals, this episode is a must-listen!
Connect with Jon Marquet here
Connect with Brenna Johnson here
Learn more about Trust Point Inc. here
Connect with Julie Keyes, Keyestrategies LLC
Founder, Consultant, Author, Pod-caster and Instructor