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 Five-Year Exit Plan: How to Sell on Your Terms
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In this episode of Poised for Exit, Matthew Kulp, Senior Vice President of Wealth Management at HUB Retirement and Wealth Management, shares why time is one of the greatest advantages an owner can have when preparing for succession. Drawing from both his advisory work and his own firm’s five-year transition process, Matthew explains how early planning gives owners more options, stronger buyer readiness, and a clearer path to life after the sale.
The conversation explores what it takes to prepare well before a sale is on the table, from understanding business value and exploring exit options to aligning partners, building the right advisory team, and navigating due diligence. Matthew also shares what his team learned while preparing their own firm for transition, including the importance of difficult conversations and choosing the best-fit buyer.
For owners who want to exit on their terms, this episode makes one thing clear: preparation is what creates options. The sooner you start planning, the more control you have over your value, your buyer, your timeline, and your next chapter.
Connect with Matthew Kulp here
Learn More About HUB’s Business Owner Advisory Services here
Take the Business Transition Readiness Assessment here
Join the Business Owner Roundtable Series here
Connect with Julie Keyes, Keyestrategies LLC
Founder, Consultant, Author, Pod-caster and Instructor