The Poised for Exit Podcast seeks to help entrepreneurs improve, grow – and successfully exit – their businesses. Sunbelt Business Advisors is a proud sponsor of Poised for Exit.

Julie Keyes, a lifetime entrepreneur and founder of KeyeStrategies, understands what keeps an owner up at night and the balancing act required to work both ‘in’ and ‘on’ the business. The firm’s mission is to help business owners increase enterprise value and prepare for a future exit.

Most recent episodes

May 22, 2024

Tax Strategies to Maximize After-Tax Proceeds of a Business Sale

#PoisedforExit had the pleasure of interviewing Greg Carlson, CPA partner with Boyum Barensheer who specializes in tax strategies for privately held companies.

May 15, 2024

Next Level Collaboration in Exit Planning: Dealmakers and Manufacturers Team Up for Better Owner Outcomes

#PoisedforExit  had the pleasure of welcoming two guests, representing two different industries, but working together to achieve better outcomes for their manufacturing business clients. Kevin Szozda, Director of Strategic Relationships with Sunbelt Business Advisors and True North M&A, and Steve Kalina, President and CEO of MN Precision Manufacturing Association.  

May 8, 2024

Using Data to Drive Decisions for Growth, Acquisitions and Exit

#PoisedforExit’s guest for this episode is Luke Komiskey, Founder and CEO of DataDrive, a data analytics company who enables its clients to make fast, informed decisions through the use of data and AI!

May 1, 2024

A Story of Two Brothers, Their Music and Their Give-Back Mission

It all started for Julie when she attended a Christmas Concert by the O’Neill Brothers that impressed her so much, she decided to invite them to be on the show. 

April 24, 2024

A Financial Advisor’s Journey from Global M&A to Private Business Clients

#PoisedforExit had the pleasure of interviewing Jeremy Weston, a financial advisor with Edward Jones whose unique background sets him apart in the financial advisory space.

April 17, 2024

A Partnership Exit Strategy Where Everyone Wins

#PoisedforExit featured Chris Jones, President of True North M&A. Chris interviewed advisor, Tim Schinke and Tim’s client, Dan Sundin. Dan is the co-founder and CEO of Innovative Technology Partners (ITP), a managed services tech company in the Twin Cities.  

April 11, 2024

Building our “All Star Network” with Cathy Paper

#PoisedforExit featured Cathy paper. Cathy Paper has been teaching best practices in meaningful connections for many years and we were happy to have her on the show again today, because we know that Business Development and building a network that fosters it can be very challenging; regardless of the industry!  

April 3, 2024

Kendall Qualls and TakeChargeMN: Making Black Lives Better

#PoisedforExit featured Kendall Qualls.  Kendall is the Founder and President of TakeChargeMN, a nonprofit described as “a Coalition supporting Blacks in the pursuit of American core principles”

March 27, 2024

CEO of YTS Companies Shares Their ESOP Journey…

#PoisedforExit’s episode today featured a guest co-host with Kyla Hansen, Partner at JAK CPA’s and Sponsor of the Poised for Exit Show!

March 20, 2024

Selling a Financial Advisory Practice: A Former Financial Advisor Shares Tips and Advice

#PoisedforExit’s guest today was Steve Juetten, CFP and Founder of Bridgegate Partners, a firm who specializes in succession and exit for owners of financial advisory practices.

March 13, 2024

Tiger 21: Your Personal Board of Directors

#PoisedforExit’s guest today was Bonnie Speer McGrath, Chair of the Minneapolis chapter of Tiger 21, a ultra-high net-worth peer group for former entrepreneurs, investors and executives

March 6, 2024

Misbeliefs About Private Equity Partnership: Sucess Stories Revealed!

#PoisedforExit had the pleasure of hosting Shane Slominski on today’s episode, who is a partner with Tonka Bay Private Equity Partners in the Twin Cities.

February 27, 2024

How CEO Peer Groups Can Get You “Poised for Exit”

#PoisedforExit’s guest this episode is John Palen, CEO and Founder of Allied Executives, a long running executive peer group in the Twin Cities.

February 21, 2024

Rise of the Non-Technical Entrepreneur

#PoisedforExit had the great pleasure of interviewing Colin Hirdman in today’s show. 

February 14, 2024

Arrowhead Promotion’s Bud Schneider: Point the Way Toward a New Generation of Leadership!

#PoisedforExit featured the long time leader of a family business in its 3rd generation.

February 7, 2024

True Story of Rapid, Strategic Growth Supported by Fractional Marketing Services

#PoisedforExit had the opportunity to have Luke Riordan, Founder and Partner of Dayta Marketing in the studio today as our guest host!

January 31, 2024

“Our Advisor Had Our Back” A Nigerian Entrepreneur’s Success Secret

Being a visionary entrepreneur with a constant flow of ideas requires you’re surrounded by a solid team of leaders you can delegate to. Wale Banjoko is that kind of entrepreneur

January 24, 2024

Replacing Fear with Courage: A Fresh Look at Employee Development

#PoisedforExit was joined by Sarah Line, CEO of Boredroom Breakouts and how intriguing was our conversation!

January 17, 2024

Funny Tales and Effective Tactics From an Estate Planner

#PoisedforExit had the honor today of hosting Christopher Burns, partner with Henson and Efron Law Firm.

January 10, 2024

Entrepreneurs Organization: A Tribe to Thrive With

#PoisedforExit was joined by Patrick Donahue, Chapter President of the Entrepreneurs’ Organization in MN to talk about EO; its origins, benefits, success stories and how it has transformed the lives of so many members across the globe. 

January 3, 2024

“Stephen Covey was Right!”

#PoisedforExit had the honor of featuring a long time colleague of Julie’s, Ken Saddler, with B2B CFO. 

December 20, 2023

Why Acquisition Entrepreneurs Should Know Pari Passu (who?)

#PoisedforExit had John Thwing, “The SBA Guy” in the studio today to talk about SBA financing for acquisitions of small businesses.

December 13, 2023

Digital Transformation Strategy: Creating Digital Solutions to Scale Your Business

#PoisedforExit featured a returning guest in this episode; Dr. Theresa Ashby, who is and author, podcaster and the co-founder of Kaleidoscope Media Services.

December 6, 2023

How to Break Through Your Plateaus and Scale Your Business!

#PoisedforExit’s guest in today’s show is Zarir Erani, Partner with StratWiser, a firm which specializes in helping owners break through their growth plateaus and scale to their potential.  

November 29, 2023

You Can’t Scale Your Business Without a Proven Sales System

#PoisedforExit’s guest today was Mike Huey, President of Scalable Sales Solutions, a company that builds sales systems and processes for companies looking to scale and set their sales people up for success. 

November 20, 2023

The Birthday Show

Julie Keyes is interviewed on her birthday in this episode! 

November 15, 2023

Serial Entrepreneur-Chasing the Hard Problems

#PoisedforExit had the pleasure of interviewing Gordy Meyer, CEO of Dayta in this episode. 

November 8, 2023

“Evangelist” for Business Owners Gives Advice Beyond Investing

#PoisedforExit was thrilled to feature James Jack on today’s episode, who is the head of Business Owners and Multigenerational Client Segments at UBS Wealth Management. 

November 1, 2023

Trading Capital Gains for Charitable Gains

#PoisedforExit had the privilege of speaking with Tyler Van Eps, a Charitable Giving Strategist for the National Christian Foundation

October 25, 2023

The Neuroscience of Conversations that Build Trust

#PoisedforExit was joined today by national speaker, author, and consultantMary Schmid, who specializes in teaching financial advisors how to have deeper, trust based conversations with clients.

October 18, 2023

MN State of Owner Readiness Survey Results

#PoisedforExit featured some of the most telling results of the recent State of Owner Readiness Survey conducted by the Exit Planning Institute and spearheaded by Brent Engelbrekt, Senior M&A Advisor at the national award-winning firm, True North M&A. 

October 11, 2023

Exit Planning Institute

#PosiedforExit featured the one and only Scott Snider, President of the Exit Planning Institute. Scott and his father, Chris Snider purchased the business in 2005 and have grown it from a few hundred CEPA advisors to several thousand.

October 4, 2023

The Impact of $80B and 87,000 Additional IRS Employees on Business

#PoisedforExit interviewed Michael Gregory today, who’s background includes working for the Treasury department and as a financial analyst for several companies, both public and private.

September 27, 2023

Selling Companies Since 1908: It’s All About Relationships

#PoisedforExit interviewed Andy Kocemba, President and CEO of Calhoun Companies in today’s episode.

September 20, 2023

Partners Making it Work: Yard Creations’ 20 Years of Success!

#PoisedforExit had the pleasure of interviewing Wayne Arndt and Adam Dewey, founders and owners of Yard Creations from the Brainerd Lakes area that specializes in lake home and large estate landscaping design and fine gardening.

September 13, 2023

How Does Insurance Fit in with Exiting Planning?

#PoisedforExit had the good pleasure today of interviewing Derek Gruber, Managing Director for Cox Insurance.

September 7, 2023

What Sellers Need to Know About Net Working Capital

#PoisedforExit met up with Joe Hellman, partner at Redpath and Associates and leader of their M&A services area. 

August 30, 2023

The Ready for Next Cities Program

#PoisedforExit featured Guillermo Mazier, an advisor for the Ready for Next Cities Program that provides transition planning training for cities and communities to strategically support small business health in those areas! 

August 23, 2023

A Lesson on Business Valuations: What Owners Need to Know

#PoisedforExit interviewed Kyla Hansen, partner at JAK CPA‘s today, who’s also one of their esteemed show sponsors!

August 17, 2023

I’m In! Two Upcoming Events for Business Owners and Advisors!

#Poisedfor Exit was joined today by Michael Hubsmith, Senior M&A Advisor with True North M&A to cover the highlights of two must-go events for owners and advisors. 

August 3, 2023

Meetings You Want

#PoisedforExit had the pleasure of interviewing Jody Weinberg, Founder and CEO of JTel Connections, a channel partner builder and lead generator for executive salespeople and C-level leaders.

July 27, 2023

CEO and Founder of Zondra TV shares her Entrepreneurial Journey, fortified by Love, Drive and Grit 

#PoisedforExit had the honor of interviewing Zondra Evans, CEO and Founder of ZondraTV, a multi award winning television network, carried by Amazon Fire, Roku and Apple TV.

July 19, 2023

How to Groom Awesome People Leaders

#PosiedforExit featured Heather Polivka, Founder and CEO of Awesome People Leaders and HeatherP Solutions

July 13, 2023

Value Acceleration Meets HR Strategy: How They Work Hand in Hand

#PosiedforExit talked with Steve Schad, President and CEO of Optima HR Solutions, which is a fractional HR services organization.

June 29, 2023

Business Succession from a Forensic Accountant’s Perspective

In this episode #PoisedforExit had the pleasure of interviewing Ryan Stremater, Senior Manager at SDK CPA‘s and forensic accounting specialist.

June 22, 2023

Big Transitions Call for Maximum Influence with your Employees

#PoisedforExit had the good pleasure of interviewing Dr Heather Johnson, President of Klassen Performance Group.

June 15, 2023

Customers + Teams = Amazing Business Outcomes

#PoisedforExit talked with Angela Christman, Founder of Lift Bridge Strategy, an HR firm that provides people development that fosters enterprise growth

June 7, 2023

Poised for Exit Celebrates 3 Years! A Look Back and a Look Ahead!

#PosiedforExit talked about their favorite episodes over the last year.

June 1, 2023

Expanded Options for SBA Financing!

#PoisedforExit talked today with Jeff Campbell, Sr Vice President of Fidelity Bank.

May 24, 2023

Simple Yet Savvy: Principles to Navigate Business Transitions

#PoisedforExit featured Amy Kiefer, President of Automotive Parts Headquarters, or APH.

May 17, 2023

Structuring Deals, Putting out Fires and Getting Clients to the Closing Table

#Poised for Exit had the privilege of interviewing two experts on how collaboration works and why it can make or break a deal.

May 10, 2023

From Teacher to Financial Founder: The Inspiring Journey of Stacey Stelter and GTS Financial Services

#PoisedforExit met with Stacey Stelter, Co-Founder of GTS Financial Services.

May 3, 2023

The Great LeadHERship Awakening

PoisedforExit was honored to have Linda Fisk as our guest, who has founded several companies, most notably “LeadHERship Global” of which Julie Keyes is a proud member!

May 1, 2023

African Family Firms Founder, Tsitsi Mutendi on How Family Business is like “Rasing the Baobab”

#PoisedforExit had the honor of interviewing Tsitsi Mutendi, Founder of African Family Firms, Nhaka Legacy, and host of “Enterprising Families” podcast! 

April 19, 2023

Leadership can be lonely

#PoisedforExit had the good pleasure of featuring Aaron Eggert on the show today! Aaron is the Founder and Chief Visionary Officer of Coalition 9, a Peer Group organization that seeks to create communities of trust, diversity, and growth for leaders of companies and executives in various industries from a span of backgrounds. 

April 13, 2023

When is it Time to Bring in Outside Leadership

Julie Keyes talks with Scott Sustacek, who is a “Free Agent CEO”. Scott has run and built several businesses as well as facilitated and grown several CEO Roundtables. His perspective on bringing in outside leadership comes at a time when many founders of companies are pondering that very thing. 

April 5, 2023

When Should You Engage a Family Office

This episode features the Managing Director of the Trust Point Family Office, Christine Schmidt.  Christine got her start as a CPA, working in the insurance industry. From there she spent 16 years working as an accountant for a large Family Office with many types of holdings.

March 29, 2023

From IRS Agent to Entrepreneur: One Woman’s Compelling Story

Julie Keyes had the honor of interviewing a client of KeyeStrategiesPeggy Hedgpeth, who is the founder and CEO of Golden Rabbit Enamelware

Peggy had a very interesting journey to entrepreneurship, first working as an IRS Agent for 10 years and earning her CPA credential during that time, and then earning her MBA before founding her first start-up.

March 22, 2023

Tax Liability in Your Future? Consider a Charitable Land Donation

Julie Keyes interviews Scott Jackson of Sandy Bay Partners, whose background as a former Navy Commander has served him well in his leadership role at Sandy Bay.

March 16, 2023

Rollover Equity: What Sellers Should Know

In this episode, Keyes featured a very seasoned M&A advisor, whose background as a serial entrepreneur proves to serve his clients in a big way, especially when the deal structure gets a bit complicated. Michael Hubsmith, Senior Advisor with True North M & A joined us to talk about Rollover Equity; what it is, and why sellers should consider it as a viable option for a future exit.

March 2, 2023

There’s More Than One Way to Structure Your Exit

Guest Mary Merrill, Principal of Heritage Capital, brings so much knowledge and so many lessons to share, that we decided she has to come back to the podcast! From Buy Side, Sell Side, investor financing, bank financing, and every possible way to structure a deal, Mary has the knowledge and skills to create a win-win situation. 

March 2, 2023

Let’s Talk Culture: With Super Bowl Champion Ben Utecht

Julie Keyes 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. 

February 23 , 2023

What to do about Your 401K in a sale

Julie Keyes talks about what happens to the seller’s 401K in a sale. The expert guests were none other than the 401K experts at Trust PointJon Marquet and Allyson Krause

February 23 , 2023

3rd Generation Going Strong with a “People First” Focus

Our show today featured John Curry, a repeat guest of Poised for Exit. John is the CEO of Knutson Construction and is doing impressive things at the helm in the two years since his appointment. 

January 26, 2023

Build a High Value Authentic Brand

#PoisedforExit had the pleasure of talking today with Jennifer Zick, Founder and CEO of Authentic Brand, a Fractional Marketing Leadership firm.

January 19, 2023

Seller Whisperer

We had the pleasure of interviewing Denise Logan today, who is a national speaker, author and specialist in working with sellers of companies to determine and plan what’s next for their life after business!

January 12, 2023

Should you Sell to the Employees?

We had the honor of interviewing ESOP Fiduciary, Neil Brozen, President of Ventura ESOP Fiduciary Services. We’ve had other guests talk about ESOP on the show in the past, but never one with his expertise. 

January 5, 2023

Merchant Processing: Let’s Cut the Expense in 2023!

Our #PoisedforExit guest in this episode featured Marnie Ochs Raleigh, Co-Founder and President of Evolve Payment and Evolve Systems.

December 29, 2022

Merchant Processing: Let’s Cut the ETechnology and IT Services: Sell the Golden Egg but keep the Goose

#PoisedforExit had the privilege of speaking today with an M&A leader and adviser with True North M & A who specializes in transactions for the Technology and IT Services industries. 

December 22, 2022

Stress Free in 2023!

As a business owner, you know how your stress level will go up or down depending on what you’re dealing with, because you can feel it, but how do you deal with reducing it?

December 7, 2022

Planning and Future Dollars: Every Owner’s Needs are Unique

I had the privilege of interviewing a favorite adviser of mine today with Edward Jones, Jesse Abercrombie. Jesse is a CEPA like me, and we know each other through the Exit Planning Institute.

November 30, 2022

Julie Keyes Recaps 2022 and Looks ahead to 2023!

In this #PoisedforExit episode, Julie is interviewed by her producer, Bob Sansevere. Let’s start by highlighting the hefty discount on the BRT course for Small Business Week!

November 25, 2022

Introducing NV Brands!

Today’s episode featured Nicki Vincent, Founder and CEO of NV Brands. Nicki’s vast professional network and reputation for being a master connector prompted her to leave her long standing corporate position as Executive Director of ACG MN and expand her reach by starting up her own venture.

November 16, 2022

How to Build a Diverse Network and Why it’s Good for Business

This #PoisedforExit episode featured an interview with Cathy Paper and Matt Tell, who each have their own entrepreneurial interests.

November 10, 2022

When is Enough Really Enough? 5 Strategies to Create a Transition Plan

Our guest today on #PoisedforExit featured Sharon Olson, Founder and President of Olson Wealth Group. Sharon got her start as an entrepreneur at the ripe old age of 9 years old, when she started a paper route.

November 2, 2022

Growing up in an Entrepreneurial Family: Julie and her sisters tell their story

Today’s show is an extra special edition of #PoisedforExit! I invited my sisters, Connie and Wendy to talk about being raised in an entrepreneurial home and how it impacted our lives as entrepreneurs. 

October 26, 2022

Passing the Leadership Torch, but Still Driving the Vision

Business owners don’t always want to completely sunset their time in the business they grew from nothing.  If that’s you, then listen to this episode. 

October 26, 2022

Building a People Focused Enterprise with Culture at the Top

Today on #PoisedforExit we talked with Kyla Hansen and Andy Knutson, partners at JAK CPA’s. They’ve done some impressive work in creating and sustaining a strong culture within their organization.

October 13, 2022

Your Most Trusted Adviser is not Who you Think

Our #PoisedforExit episode today featured Brian Adamek, Founder and wealth adviser for E Wealth Partners. E Wealth Partners works with business owners, especially when exit planning is in the mix. 

October 5, 2022

Business Transition Planning: Are you Ready? MNCEO’s online course!

Today on #PoisedforExit we talked with Sue Crockett, Executive Director of the MNCEO, which is a non profit organization working to help business owners navigate employee ownership options through education and free resources.

September 29, 2022

How your CPA is Your Most Trusted Adviser

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.

September 22, 2022

Systematize Your Revenue Streams Through Digital Automation!

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.

September 15, 2022

Pre Due Diligence Leads to the Best M & A Outcomes!

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

September 8, 2022

Making Sense of Value Creation for Business Owners

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.

August 31, 2022

Minimizing the Payment to Uncle Sam when You Sell your Company

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! 

August 25, 2022

Choosing and Preparing Your Successor

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.

August 18, 2022

Women-Owned Start-Up’s Have a New Advocate!

In today’s #PoisedforExit show we featured Lucas Root, a Wallstreet M&A adviser turned entrepreneur. Lucas spends his time speaking, teaching and mentoring women entrepreneurs of startups and established businesses.

August 10, 2022

Lessons and Strategies from a Serial Entrepreneur

Today on #PoisedforExit we featured Brian Slipka, CEO, founder and acquirer of numerous companies in various industries, with a common foundational thread: “help people and success will follow”. 

August 3, 2022

Making Sense of Long Term Care for Business Owners

In #PoisedforExit today’s episode we interviewed Stephanie Searle, industry expert in Long Term Care solutions. Stephanie has been in the financial services industry for many years, having started as a financial adviser and stock broker for Prudential and working there for a number of years, before going into Long Term Care.

July 28, 2022

Structuring Capital With Honour

Our #PoisedforExit show today featured Tim Olson, Business Development professional at Honour Capital. Tim’s background in equipment sales uniquely positioned him as a great fit for the typical client at Honour Capital.

July 20, 2022

Tips for Attracting High Paying Clients and Customers

Our guest today featured Henry DeVries, Publisher and Owner of Indie Books International. Henry’s firm published my book “Poised for Exit” two years ago already. 

July 12, 2022

Stop Helping People – Start Working With Them

In today’s episode we interviewed Scott Plum, Founder and President of MN Sales Institute. Scott is a two-time author, podcaster and sales training expert. He shared some really great advice today.

June 28, 2022

How to Create Age and Gender Inclusivity in Family Business

Our guest for this episode featured Nike Anani, Founder of African Family Firms, which is a non-profit community of family business owners of African descent from around the globe. Nike’ got her start as a member of her own family’s construction firm when she lived in Nigeria.

June 22, 2022

Do You Have the Right Leaders in Place to Exit at the Highest Value?

In today’s episode of #PoisedForExit featured Alec Broadfoot, CEO of Vision Spark, a consulting firm that specializes in selecting and placing leaders for strategic growth. 

June 15, 2022

Why Valuation Matters

In our #PoisedForExit for episode today, we featured Jason Early, President of BizEquity, which is a software service that advisers use for valuing a privately held company.

June 10, 2022

How a Cyber Breach can Affect your Company Value

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. 

June 2, 2022

Growing Your Business Through Strategic Acquisition

In this, our 100th Episode of #PoisedForExit, we invited Lisa Meyer, adviser with Sunbelt to interview a client of hers, who’s growth strategy has been to acquire other companies in his industry.

May 26, 2022

Understanding Your Ownership Journey

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.

May 18, 2022

Remodeling a Remodeling Business!

In this episode we interviewed the father and son team, John and Marc Sylvestre of Sylvestre Remodeling and Design, who shared some of their transition planning journey with us which started at the onset of the pandemic!

May 11, 2022

Village Bank: Arm in Arm with Business Owners

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. 

May 4, 2022

Financial Peace of Mind, On Demand

Craig SiiroCEO 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.

April 28, 2022

Why EntreBank?

Today 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.

April 20, 2022

Let’s Talk Culture with Super Bowl Champion and Chief Culture Officer, Ben Utecht

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. 

April 13, 2022

Comparing the Deal Market: Today vs a Year Ago

We 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.

April 6, 2022

A 43-yr-old Startup! When ‘Exit’ Takes a 180 Turn

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.

March 30, 2022

When is it Time to Explore ‘What’s Next’?

Today’s episode featured Josh Bobich, partner with Best & Flanagan Law in Minneapolis, and supporters of the 2nd Edition of Poised for Exit!

March 23, 2022

Launching the 2nd Edition of Poised for Exit!

In this episode, Julie was interviewed by her producer, Bob Sansevere and announced the launch of the 2nd edition of “Poised for Exit“!

March 17, 2022

New Tequila Coming to Town!

Back in December of 2020, we featured Nicole Anthony on the show to tell us about her start up “COYABLU Premium Tequila Cocktails“.  Today, we caught up with her and one of her equity partners, Nicki Vincent.

March 9, 2022

Proactively Take Control of your Future Exit

On today’s episode of #PoisedforExit, we interviewed my long-time colleague, Dyanne Ross Hanson on this episode of Poised for Exit. 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!

March 2, 2022

Better HR Delivers Better Business Results

Our #PoisedforExit guests today 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. 

February 23, 2022

I Didn’t Think My Business Was Sellable

Today’s episode on #PoisedforExit is a special interview between Brad Peterson of Sunbelt Business Advisors and his clients, Janet and Keith McCarty, who recently sold their business called “Virtual Bookkeeping“. 

February 16, 2022

Your Price is Too Low

Today’s #PoisedforExit episode featured pricing expert, radio host and speaker, John Ray. John’s expertise in how to price your services is far reaching, and we only touched on the tip of the iceberg with this episode, but you’re sure to glean some valuable nuggets from this interview just the same!

February 9, 2022

Chief Stripe Changer Talks about Finding your Fire!

Today on #PoisedforExit we interviewed Cat Breet, Chief Stripe Changer, whose mission is to help people get more freedom, fun and money out of work! Cat’s work brings her into Board rooms, executive offices and group coaching sessions where she works to help her clients “find their fire“.

February 2, 2022

Next Generation of Manufacturing: Challenges to Transition

Our guest for this #PoisedforExit episode has a long history in manufacturing, as an owner and now as the President of Minnesota Precision Manufacturing AssociationSteve Kalina and I had a great conversation about what his organization specifically does to help manufacturer’s grow, educate their teams, retain talent and plan for transition

January 26, 2022

Extreme Focus: Benchmarks over Goals

On this #PoisedforExit episode I had the pleasure of interviewing Mark LeBlanc and it’s loaded with nuggets of wisdom and action steps!

January 19, 2022

The Business of Robots: Coming to an Industry Near You!

On this episode of #PoisedforExit, we spoke with two partners at DuraboticsRon Jost and Tim Hedlund who are expanding the robot systems they manufacture to new industries. 

January 12, 2022

Build a Sustainable Business by Putting Yourself Out of Job

Our guest in this #PoisedforExit episode featured Leslie Holman, CEO of Pinnacle Performance Group. Leslie bought Pinnacle in 2012 and has since expanded into providing services that help owners execute their growth strategies

January 5, 2022

Owners: Are you Doing What Makes You Happy?

In this #PoisedforExit episode, we met with someone who has found great success in owning a number of different franchises and living a life he loves at the same time. Ben Cowan, owner and CEO of360 Wow Inc., is not stranger to owning a business and his big success strategy is happiness. 

December 29, 2021

How to become Poised for Exit in 2022: Advice from a CPA

We welcomed back Kyla Hansen today as our featured guest to talk about planning for 2022!  So much to consider in that loaded topic, but we focused on budgets, projections and what to do with excess cash from PPP funds. 

December 20, 2021

Buy, Lease or Move On: Decisions in Commercial Real Estate

Our show guest featured Sam Eicher, partner with CRE Partners. A firm specializing in commercial real estate representation for buyers and tenants. Sometimes business owners aren’t sure if they should lease, buy or move on when it comes to location and expansion decisions.

December 15, 2021

Buy, Lease or Move On: Decisions in CoJulie Highlights the Best of 2021, our Show Sponsors, and what’s coming in 2022!

Our #PoisedforExit episode today featured the host of Poised for Exit, Julie Keyes!  Interviewed by Bob Sansevere, Julie highlighted her picks for 2021’s best interviews.

December 8, 2021

What do we Need in 2022? Leaders & Problem Solvers!

I had the privilege of interviewing Kirby Sneen in this #PoisedforExit episode, who is the president of Manufacturer’s Alliance in the Twin Cities.

December 1, 2021

From Tragedy to Success: A Woman Entrepreneur Tells her Story

Our show today featured Sandy Hansen Wolff, founder and owner of several companies, including a consulting and speaking firm. 

November 17, 2021

What if Your Top Sales Person Became Disabled from COVID?

This episode featured Dave Toeben, Founder and Owner of Insight Insurance Services.  Dave’s firm specializes in coverage for business owners, their partners and key personnel.

November 10, 2021

Business Owners and Divorce: A Valuation Conversation.

Our guest today on #PoisedforExit featured Corey O’Connell, CPA and Business Valuation specialist at Boulay Group. Corey helps owners of businesses determine Fair Market Value of their companies in dispute and divorce situations.

October 27, 2021

Sold His Subway Franchise with 26 Locations!

This #PoisedforExit episode featured part two of our series with guest interviewers from Sunbelt Business Advisors! Today’s interviewer was Mike Slater, a long time M & A adviser and former business owner, who specializes in the hospitality industry.

October 20, 2021

A Wild Mountain Exit

Poised for Exit produced a special edition show and  invited Randy Krivo of Sunbelt Business Advisors to be a guest interviewer and feature a client of his who successfully sold her business during COVID!  

October 13, 2021

How Do You Make Uncomfortable Situations Comfortable

This episode of #PoisedforExit we featured Mike Gregory, who specializes in conflict resolution, using a method he calls  “The Collaboration Effect“.  Mike is also a national speaker, instructor, consultant and professional Mediator.

October 6, 2021

How Do You Make Uncomfortable Situations Comfortable

Today’s #PoisedforExit episode features Andy Tellijohn, Editor and Publisher of UpSize MN Magazine. UpSize is a magazine for entrepreneurs, with content that focuses on growth and improvement strategies, how-to tips, professional advisory and other matters relevant to business owners. 

September 29, 2021

Private Equity and Managed Expectations!

In this episode we interviewed Russ Fleming, a partner at Baker Tilly, who runs their Real Estate and Construction division in Minneapolis. Russ and I talked today about Private Equity as a viable option, and specifically what he and his clients are experiencing with that type of exit strategy.

September 22, 2021

Becoming an Authority in a Niche Industry

Today on #PoisedforExit we talked with Tim Reed, a business consultant and podcaster, specializing in services for owners in the fireplace sales and manufacturing industry. A very niche market, for sure. 

September 15, 2021

Difficult Conversations: Managing People in Today’s Tough Environment

Our guest for this #PoisedforExit episode is Kit Welchlin. Be prepared with a notebook when you listen to the show! We’ve all had to deal with very tough situations over the past year and a half.

September 8, 2021

What the Tech!

In this episode of #PoisedforExit, we interviewed Bret Erickson, President of Passkey Technology, a managed IT services firm. Bret has been on the show before, and we brought him back because we know by the number of downloads from the previous episode, he was a popular guest speaking on a hot topic.

September 1, 2021

Contingency Planning: In Case of Emergency -Break-Glass- Do This!

Business owners and individuals alike have been well acquainted with the need for a Back-up plan in these times! Our guest for this #PoisedforExit episode is Cindy Reid-Shelton, partner, co-founder and adviser with the Ready For Next brand of companies. Cindy has been advising business owners and other advisers for 30 years. 

August 25, 2021

Think You Don’t Need Long Term Care Insurance? Think Again

In today’s #PoisedforExit episode, I interviewed a true Long Term Care expertRuth Fay, of Versatile Insurance Services. Ruth has been in the insurance industry for over 30 years; 20 of them in Long Term Care.

August 19, 2021

Work From Home Employees Need a Buddy System

Today’s #PoisedforExit episode featured Marcia O’Connor, CEO and Founder of the award winning firm, The O’Connor Group based in Philadelphia. 

August 4, 2021

A Second Swing at Entrepreneurship: The Story of Wahiwater

It was a blast spending time with today’s #PoisedforExit guests, Sam and Peter Blankenship, owners and founders of Wahiwater. When we first met in 2018, I was one of the speakers for an event they attended and afterwards we chatted.

July 28, 2021

Buying or Selling a Business in a Hot Market

On this #PoisedforExit episode we had the pleasure again of hosting Aleesha Webb, President ofVillage Bank. We talked a great deal about the times being ripe for acquisition

July 21, 2021

(Reprise of Ep. 13) All in the Family (Business)

For this #PoisedforExit episode we are taking it back to nearly a year ago and reprising episode 13 – All in the Family (Business). Our #PoisedforExit show today focused on family business success tips with Jon Keimig, Director of the Family Business Center at the University of St. Thomas.

July 14, 2021

(Reprise of Ep. 6) Marketing: Metrics that Drive Revenue

For this #PoisedforExit episode we are taking it back to over a year ago and re-featuring episode 6 – Marketing: Metrics that Drive Revenue.

July 8, 2021

Have a Plan! Financial Planning for Business Owners

My guest today is Todd Krough, a Senior Wealth Adviser with Tealwood Asset Management. Tealwood is a Registered Investment Advisor (RIA) group who specializes in working with business owners. 

July 1, 2021

Planning to Merge or Acquire? Here’s a Step You may be Overlooking

This episode of #PoisedforExit featured J. Forrest, a Principal of Employee Strategies, a firm providing Organizational Leadership services to low-middle market companies.