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...
On this episode of #PoisedforExit, we featured the founder and president of National Theatre for Children, who happen to be former clients of mine and friends as well. Ward Eames, Founder of NTC and Pat Rowan, President of NTC shared the story of how NTC came to be and how they were able to so nimbly pivot after the...
In this episode, Julie was interviewed by her producer, Bob Sansevere and announced the launch of the 2nd edition of "Poised for Exit"! So much has happened since the book first came out in May of 2020! In the 2nd Edition there are new legal resources for business owners from the Best & Flanagan Law Firm and Dunlap Seeger. Both firms will...
#PoisedforExit guests featured JB Lloyd and Jill Petschl of Oasis. With the abounding matters that business owners deal with everyday, HR matters are at the top of the list. Oasis publishes an annual survey of business owner responses to various questions about owning and operating in today's business environment. In this way, they keep a pulse on what's happening with their clients and...
On today’s episode of #PoisedforExit, we interviewed my long-time colleague, Dyanne Ross Hanson. Dyanne is a CEPA like me and specializes in working with families looking to transfer to other family members or employees. She has a process that is worth learning! Dyanne's mission as an adviser is to monetize an owner's investment in the business. She believes...
