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Podcast: When is Enough Really Enough?

Podcast: 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. As a child on a farm in a small town, her opportunities growing up were few, so sheran her paper route all through college. As she says “I never wanted to be poor again, so I worked hard, saved money and dreamed big dreams“.  In college she heard about financial planning  as a profession and it interested her so much that she moved herself into the profession. 

Sharon’s experience mirrors mine and many other advisers who are still finding that owner’s lack of readiness and gaps in business value are still big obstacles to successful exits. The more time you allow yourself and the more you work on the business, the better your outcome. 

Sharon shared some very interesting stories about a few of her clients and their family business transitions. She also discussed several ways to transition to the children that you will likely find intriguing and helpful. Listen to the episode and hear more of Sharon’s advice and expertise

Find Sharon Olson here and Julie here

Thank you to this month’s sponsor!  Sunbelt Business Advisorsand John A Knutson & Co, PLLP, JAK + Co

It’s never too early to start planning.
Check out the Business Readiness Transitiononline course offered by Julie #Keyestrategies

For more tips, stories and advice listen to episode here


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

Julie Keyes, a life-time 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.

Julie believes in providing outside perspective and mentoring, which made all the difference for her while spending years growing and improving her companies before selling and becoming a business adviser in 2011.