Today's episode of #PoisedforExit featured an interview with Andrew Knutson, partner and 4th generation successor of JA Knutson CPA's in Falcon Heights MN. JAK is a firm that specializes in working with owners of privately held companies and has done so for many years. Andrew says that JAK has been a strategic partner for clients in numerous ways that have...
In this episode of #Poised for Exit I had the honor of interviewing Dr. Theresa Ashby, Founder of Kaleidoscope Media Services. On top of running a successful firm, "Dr. T" is also an author, professional speaker, and podcast host. We talked today about how businesses today should strongly consider adding digital products and educational content to their business model,...
This #PoisedforExit episode features a conversation today with KG Graminschi, Senior Associate with True North M & A. We talked about how the work I do as an Exit Planner impacts an owner's exit outcome and how being prepared well in advance ensures that the owners will have more options and sell for a higher multiple! KG says that most...
This #PoisedforExit episode featured Mariano Jurich, Product and Project Manager with Making Sense LLC. Making Sense takes the ideas of founders and business executives of middle market companies and works to bring them to life. Through software programs, apps, digital optimization and other forms of technology, Making Sense is all about increasing the value of a business, so the owners...
Today's episode of #PoisedforExit featured Lance Madson, CPA and Tax Partner with Boulay. Lance got his start in tax and stayed there. Imagine his level of expertise when working with business owners! We started out talking about one of the basic quandary's owners face when selling their companies; should it be a stock sale or asset sale? Well,...
This week's guest featured Heather Parbst, Director of Owner Transition Services with CliftonLarsonAllen. Heather has worked with family businesses in transition for several years and prior to that work was an entrepreneur with her own set of ownership issues. She's also educated in counseling and psychology, becoming an adviser and consultant that people can turn...
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...
