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…
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In this episode of Poised for Exit , Bob Morse , VP Community Business Banker with MidCountry Bank , joins the show to discuss what lenders look for from business owners preparing for a sale and from buyers seeking financing for an acquisition. A business can be profitable and still create headaches when it comes time to finance a sale. Bob explains why owners should be talking with their banker…
In this episode of Poised for Exit , Kari Voorhees , founder and president of Voorhees Law Group , estate planning attorney, and fellow CEPA, explains why estate planning must be integrated into the broader exit planning process. Kari shares how her father’s brain cancer diagnosis led him to sell his successful trucking company in a panic, without a valuation or a qualified advisory team, and how…
In this episode of Poised for Exit , Dr. Michael Filosi , dentist, exited business owner, and entrepreneur, shares how he transformed a worn-out dental practice with possums in the walls into the largest dental practice in Adelaide, Australia. Ten years after purchasing the struggling business, Michael sold it in just 81 days after receiving offers from four different private equity firms, with no…
In this episode of Poised for Exit, Justin Goodbread , Founder and CEO of Relentless Value Coaching , shares how he built a financial advisory firm from the ground up, grew it to an eight-figure valuation in just 49 months, and ultimately exited the business. Drawing from his experience as an advisor, entrepreneur, coach, and business owner, Justin explains why intentional growth begins with…
In this episode of Poised for Exit , Kristin Nordling , Founder and CEO of Lakeside HR Group , joins the show to discuss why HR should be viewed as a strategic business function—not simply a source of compliance support. Drawing on more than 25 years of experience in HR, recruiting, private equity, and acquisitions, Kristin shares how overlooking the people side of a business can create costly…
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…
In this solo episode of Poised for Exit , with the Fourth of July approaching, host Julie Keyes reflects on freedom, entrepreneurship, and the responsibility that comes with building something of value. As America nears its 250th birthday, Julie shares a personal message about what freedom means to her as a business owner, advisor, and entrepreneur. Julie looks back on her own entrepreneurial…
In this episode of Poised for Exit , Ann Marie Liotta , CPA and U.S. Wealth Strategist with Gallagher, and Mike Winn , CEPA and Financial Advisor with Chartered Wealth Partners, join the show to discuss POLI, or Partnership-Owned Life Insurance, a planning strategy designed for high-earning business owners, partners, and leadership teams. The conversation explores why this strategy is sometimes…
In this episode of Poised for Exit , Jen Roth , Founder and CEO of Blue Sparq Marketing , joins the show to discuss how intentional marketing systems can drive sustainable growth and increase business value. Drawing from her experience building and leading marketing agencies, Jen shares how business owners can stop guessing at marketing and build a clear plan that supports growth. The conversation…
In this episode of Poised for Exit , Brian Cox , Partner at Traction Capital , joins the show to discuss what private equity buyers are really looking for when evaluating founder-led businesses. Drawing from his experience as both an entrepreneur and investor, Brian shares practical insights into how business owners can better position themselves for a successful exit. The conversation explores…