DiscoverPoised for Exit
Poised for Exit
Claim Ownership

Poised for Exit

Author: Julie Keyes

Subscribed: 1Played: 319
Share

Description

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.

321 Episodes
Reverse
In this episode of Poised for Exit,John Schwalbach and Gregory Holmgren of Freedom Financial Partners discuss why building wealth outside of a business is essential to preparing for a successful exit. For many business owners, the majority of their net worth is tied up in the company they've spent years building. While reinvesting profits can fuel growth, relying too heavily on the business to fund retirement can create significant financial risks and limit an owner's options when it's time t...
In this episode of Poised for Exit, Umut Kaplan, co-founder of Coccinella, shares his entrepreneurial journey from Turkey to Minnesota and how unexpected experiences, family values, and a passion for sharing Mediterranean culture led to the creation of a unique and growing business. What began with an exchange student experience that brought Umut and his brother to the United States eventually evolved into a family business offering authentic Turkish olive oil and textiles. Umut discusses how...
In this episode of Poised for Exit, Jon Tichich of Calhoun Companies and Garrett Gillen, Partner at 31 Partners, share an inside look at what business buyers look for when evaluating an acquisition and what owners can do to make their companies stand out. Drawing from their experience working together on the acquisition of Preferred Tool, Jon and Garrett discuss what made the company an attractive investment and how the right buyer-seller relationship contributed to a successful transition. G...
In this episode of Poised for Exit, Renee Russo, business coach, exit planner, and Exit Planning Institute's Exit Planner of the Year, shares why even the best exit plans can fall short without the right execution. Renee knows firsthand what it feels like to be trapped in a business you worked so hard to build. After navigating her own challenging entrepreneurial journey, she discovered how the right systems, leadership, and planning can give owners something they often set out to achieve in ...
In this episode of Poised for Exit, Lisa McEllistrem, CEO of Modern Foundation and President of EO Minnesota, shares how strategic marketing can drive business growth, strengthen company value, and help owners prepare for a successful exit. Lisa's journey into business ownership followed nearly two decades in the advertising industry and a personal experience that reshaped her priorities. She shares how those experiences led her to Modern Foundation, where she helps businesses connect their m...
loading
Comments