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
September 13, 2023
How Does Insurance Fit in with Exiting Planning?
September 7, 2023
What Sellers Need to Know About Net Working Capital
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
August 17, 2023
I’m In! Two Upcoming Events for Business Owners and Advisors!
August 3, 2023
Meetings You Want
July 27, 2023
CEO and Founder of Zondra TV shares her Entrepreneurial Journey, fortified by Love, Drive and Grit
July 19, 2023
How to Groom Awesome People Leaders
July 13, 2023
Value Acceleration Meets HR Strategy: How They Work Hand in Hand
June 29, 2023
Business Succession from a Forensic Accountant’s Perspective
June 22, 2023
Big Transitions Call for Maximum Influence with your Employees
June 15, 2023
Customers + Teams = Amazing Business Outcomes
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!
May 24, 2023
Simple Yet Savvy: Principles to Navigate Business Transitions
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
May 3, 2023
The Great LeadHERship Awakening
May 1, 2023
African Family Firms Founder, Tsitsi Mutendi on How Family Business is like “Rasing the Baobab”
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
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
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
February 23 , 2023
3rd Generation Going Strong with a “People First” Focus
January 26, 2023
Build a High Value Authentic Brand
January 19, 2023
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!
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
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
October 13, 2022
Your Most Trusted Adviser is not Who you Think
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
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 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.
April 28, 2022
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’?
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 Association. Steve 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 Durabotics, Ron 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 expert, Ruth 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.