Today's episode of #PoisedForExit featured Chris Steffl and Daniel Metcalf, partners at Cyberfin, a firm who offers complete Cybersecurity protection for small to middle market companies across the globe. Chris comes from a commercial insurance background and saw a great need for Cybersecurity among his many insurance agency clients who were lacking proper protection from the dark web. Cyberfin started as a subscription service for financial service...
In our #PoisedForExit episode today, we featured Jason Early, President of BizEquity, which is a software service that advisers use for valuing a privately held company. If valuation has been on your mind, this episode is for you! BizEquity was founded to "democratize business valuation" for privately held companies who are not backed by Venture Capital or Private Equity. It is a...
For the 100th Episode of #PoisedForExit, Lisa Meyer, advisor with Sunbelt, was invited to interview a client of hers, whose growth strategy has been to acquire other companies in his industry. He's got a system for that, and a strategy that works. Jeff Rahn, President of On Time Service Pros began his career as an employee and...
Today's episode of #PoisedForExit featured Bruce Werner, author, private equity investor and family business advisor. Bruce and I met through our book publisher "Indie Books International" a couple years ago. Bruce recently published "Your Ownership Journey" that highlights his expertise in scaling your business during various stages of growth, ending the book with exit planning advice. He spent...
In this #poisedforexit episode, we caught up with Aleesha Webb, President of Village Bank. Aleesha has been on the show a couple of times in the past and always has great insight to share with you, our business owner audience, and this time was no exception. Aleesha said that business acquisitions have slowed down from her perspective and that there seems...
Craig Siiro, CEO and Founder of Integrated Consulting Services, got his start in the 1980's as a CPA working for a Tax and Audit firm. He spent a lot of time with entrepreneurs and learned that he really liked the advisory side of the business. Fast forward to 2010, when Craig launched Integrated Consulting Services or...
This week on #PoisedforExit, we caught up with Melissa Johnston, Co-Founder and Chief Credit Officer of EntreBank, a brand new community bank, located in the Twin Cities. When we last interviewed her, EntreBank did not have an official name yet and their founders were working through the approval process with the appropriate governing bodies, which she will tell you...
In this #PoisedforExit episode I had the distinct honor of interviewing Ben Utecht, who’s not only a Super Bowl Champion with the Indianapolis Colts, but also a winner of the Tony Dungy Award for Servant Leadership and now works as Chief Culture Officer for several mid-size firms, including my sponsor, Sunbelt Business Advisors and True North M & A. After Ben shared how he got...
Julie had the pleasure of talking with Dave Pederson in this #PoisedforExit episode, who is a partner with Dunlap Seeger Law Firm in Rochester, MN. Dave's background in business finance and law brought him to a place where structuring deals was part of his job when working for a large commercial lender in Chicago. Fast forward to today, he's been practicing...
