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Poised for Exit

Julie Keyes

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.
Episodes
SLATs, CRTs, and IDGTs, Oh My! Utilizing Trusts to Optimize Estate Planning and Business Sale ProceedsJuly 11, 2024
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Reluctantly Resilient: Tools for Building Resilience in Transition June 26, 2024
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Lessons Learned: Navigating Company Culture during a Business Sale June 20, 2024
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Why Culture Matters when you're Poised for ExitMay 29, 2024
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Tax Strategies to Maximize After-Tax Proceeds of a Business SaleMay 22, 2024
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Next Level Collaboration in Exit Planning: Dealmakers and Manufacturers Team up for Better Owner Outcomes!May 15, 2024
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Using Data to Drive Decisions for Growth, Acquisitions and ExitMay 08, 2024
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A Story of two Brothers, their Music and their Give-Back MissionMay 01, 2024
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192 - A Financial Advisor’s Journey from Global M&A to Private Business ClientsApril 24, 2024
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191 - A Partnership Exit Strategy where Everyone WinsApril 17, 2024
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190 - Building our "All Star Network" with Cathy PaperApril 11, 2024
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189 - Kendall Qualls and TakeChargeMN: Making Black Lives Better!April 03, 2024
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188 - CFO of YTS companies Shares their ESOP Journey, with Guest Host, Kyla Hanson of JAK CPA's! March 27, 2024
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187 - Selling a Financial Advisory Practice: A Former Financial Advisor Shares Tips and AdviceMarch 20, 2024
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186 - Tiger 21: Your Personal Board of DirectorsMarch 13, 2024
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185 - Misbeliefs about Private Equity Partnership: Success Stories Revealed!March 07, 2024
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184 - How CEO Peer Groups can get you "Poised for Exit"February 27, 2024
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183 - Rise of the Non-Technical EntrepreneurFebruary 21, 2024
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Arrowhead Promotion’s Bud Schneider: Pointing the way toward a new generation of leadership!February 14, 2024
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181 - True Story of Rapid, Strategic Growth Supported by Fractional Marketing ServicesFebruary 07, 2024
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180 - "Our Advisor had our Back" A Nigerian Entrepreneur's Success Secret January 31, 2024
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179 - Replacing Fear with Courage: A Fresh Look at Employee DevelopmentJanuary 24, 2024
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178 - Funny Tales and Effective Tactics from an Estate Planner!January 17, 2024
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177 - Entrepreneurs' Organization: A Tribe to Thrive WithJanuary 10, 2024
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176 - "Stephen Covey was Right!"January 03, 2024
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