Poised for Exit

Julie Keyes
  • 5.0 (19)
  • BUSINESS
  • UPDATED WEEKLY

Welcome to the Poised for Exit podcast! Poised for Exit is an under 30-minute strategic planning guidance podcast for busy small business owners. Each week you’ll hear certified exit planning advisor, Julie Keyes, talk with a range of entrepreneurs and professionals about preparing your business for a future transition. Guests at every stage of company ownership will share their personal stories and lessons learned about topics such as the anatomy of the exit planning process, developing a growth strategy, how to sell on your terms, exit planning for women small business owners, handling business diversity, and how to sell a family business. Whether you’re planning an exit in the near future or not, this show will provide you with the same action-oriented content that Julie utilizes while consulting with Keyestrategies clients. Building an exit strategy can be overwhelming, especially with all the decisions and details you have to consider. “Poised for Exit” will simplify the process and help you unwrap the unknowns, giving you more confidence in your planning process. Previous episodes are available for download, so if you are new to our show, you can listen to them in any order that suits you. Join us each week for timely, relevant content that will surely impact your business exit outcome! Subscribe to our newsletter below to receive your weekly episode link and stay updated on new strategic planning content. Find “Poised for Exit” on Spotify, Apple Podcasts, Google Play, iHeart Radio, Amazon Music, and others. Thank you to our Sponsors: Sunbelt Business Advisers and JAK CPA's. A special note of thanks to Tyler Keyes who produced the music for the “Poised for Exit” show.

  1. 6D AGO

    Preparing for a Clean Exit: Legal Lessons from Real-World Business Transitions

    In this episode of Poised for Exit, we welcome James Olsen, Partner at Seiler Law PLCC, for a practical discussion on the legal realities business owners face when preparing for a sale or transition. James shares insights from advising Main Street and lower middle-market business owners, highlighting common legal pitfalls that can delay or derail an exit. From handshake agreements and undocumented contracts to buyer due diligence, earn-outs, and post-closing obligations, this episode breaks down what sellers need to address before going to market. Our conversation covers how to prepare foundational legal documents, evaluate buyer fit, navigate seller carry and earn-out structures, and think strategically about post-closing involvement. James also shares what he’s seeing in the current deal environment and how business owners can position themselves for a smoother transition heading into 2026. If you’re advising clients or preparing your own business for a future exit, this episode offers grounded, experience-driven guidance to help you reduce risk, protect value, and move forward with confidence. Connect with James Olsen here Connect with Julie Keyes, Keyestrategies LLC Founder, Consultant, Author, Pod-caster and Instructor

    24 min

  2. 12/18/2025

    Estate and Tax Planning for Business Exits

    Episode Reprise  We’re excited to bring back this timely conversation as business owners focus on year-end planning and tax strategy. This episode remains especially relevant right now, and we’re thrilled to reshare these insights from the team at John A. Knutson & Co. for anyone preparing for a future transition.  - In this episode of Poised for Exit, we’re joined by Cindy Mclagan and Jonathon Lansink from John A. Knutson & Co., PLLP. We sit down for an insightful conversation on estate and tax planning for business owners preparing to exit! Jonathon and Cindy address why proactive estate and tax strategies are critical for protecting generational wealth and ensuring smooth business transitions. From the use of trusts and gifting strategies to navigating the complexities of estate tax law, this episode is packed with practical advice for owners, advisors, and financial professionals alike. Our conversation covers how to properly fund trusts, the role of irrevocable trusts in real estate planning, and the value of building a collaborative team that includes CPAs, attorneys, and financial advisors. Additionally, Jonathon and Cindy also touch on the challenges of generational family businesses and best practices for onboarding estate planning clients. If you’re advising clients or preparing your own business for a future transition, this episode delivers grounded, actionable insights to help you plan ahead with clarity and confidence. Connect with Julie Keyes, Keyestrategies LLC Founder, Consultant, Author, Pod-caster and Instructor

    29 min

  3. 12/10/2025

    How to Plan Your Exit Before You Need One: Insights from a Seasoned CEPA

    In this episode of Poised for Exit, we sit down with Gordon Bell, CEO and Founder of The Midland Group and fellow CEPA, for a conversation focused on why business owners must start planning their exit well before they intend to transition. Gordon shares highlights from his career, including leading multiple companies and taking one public, and uses those experiences to illustrate the power of early preparation. He explains why readiness is essential not only for a future sale, but for protecting the business during life events, leadership changes, or unexpected opportunities. Together, we break down the core elements of exit readiness: value enhancement, de-risking, assembling a trusted advisory team, and understanding the full range of transition options. Gordon also shares his perspective on staying engaged with the business long-term and his philosophy of “refire, not retire,” which has shaped the way he works with owners today. This episode gives business owners clear steps and a realistic path to becoming truly exit-ready, no matter their timeline.  Key Topics Covered • Lessons from Gord’s career as a multi-time CEO • Why exit planning should begin long before a sale • How preparedness protects owners from unexpected events • The role of value growth and de-risking in exit success • Building the right advisory team for long-term planning • Understanding exit options and choosing with clarity • The mindset behind “refire, not retire” Next Steps & Resources Connect with Gordon here Learn more about The Midland Group here Connect with Julie Keyes, Keyestrategies LLC Founder, Consultant, Author, Pod-caster and Instructor

    25 min

  4. 12/04/2025

    The Hidden Cybersecurity Risks Every Business Owner Should Know: Part 2

    In this episode of Poised for Exit, we welcome back Steve Enzler, Owner and CEO of Tangible Values, for the second half of our deep dive into the cybersecurity threats impacting today’s business owners. In Part 2, Steve shares shocking real-world examples of W-2 and 1099 fraud, including how organized criminal networks are filing thousands of fake returns using stolen business IDs, employee data, and even credit card information. He explains why the first few weeks of January through early March have become the prime window for identity-related tax fraud, and what every business owner and employee must do to protect themselves. We also revisit the essential safeguards required under the FTC Safeguards Rule, breaking them down into physical, technical, and administrative protections. Steve outlines six practical steps that any business can implement immediately, from full-system encryption and auto-updates to multi-factor authentication, network security, and proper incident response. This episode is full of practical guidance, cautionary stories, and straightforward action steps to help you guard against rapidly evolving threats. Next Steps: Learn more at WispBuilder.com Explore PracticePanda.com for client communication Consider enrolling in the IRS Identity Protection PIN Program: Learn More Here Connect with Julie Keyes, Keyestrategies LLC Founder, Consultant, Author, Pod-caster and Instructor

    32 min

  5. 11/26/2025

    Keeping the Family Aligned as the Business Grows

    In this episode of Poised for Exit, we talk with Jon Keimig, Executive Director of the University of St. Thomas Family Business Center and a leading voice in multi-generation family business education. Jon shares what he’s seeing inside today’s family-owned companies and why communication often breaks down between generations. He explains why ownership conversations stall, how assumptions build on both sides, and what families can do to create clarity around roles, expectations, and decision-making. Jon also highlights the surprising research showing how many next-gens don’t even know whether they’re owners, and why that uncertainty creates long-term challenges. We dig into the real dynamics behind alignment: understanding which decisions belong to the family, which belong to ownership, and which belong to management. Jon walks through simple frameworks families can use to keep conversations focused, reduce conflict, and build confidence in the next generation as they step into leadership or ownership roles. Finally, we talk about the importance of proactive education, outside advisors, and consistent family meetings to ensure smooth transitions and stronger businesses for generations to come. Next Steps Learn more at: https://stthomas.edu/familybusinessEmail Jon directly: familybusiness@stthomas.eduConnect with Julie Keyes, Keyestrategies LLC Founder, Consultant, Author, Pod-caster and Instructor

    28 min

  6. 11/20/2025

    Why Exits Are Transitions, Not Transactions

    In this episode of Poised for Exit, we talk with Vincent Renda, a nationally recognized financial advisor with Edward Jones who specializes in helping business owners prepare for life beyond their company. Vincent explains why most owners view an exit as a financial event when, in reality, the real challenge is the transition: identity, purpose, lifestyle, and what comes next. He shares a powerful client story that illustrates how a lack of purpose can stop an exit in its tracks. We also cover the biggest value drivers and detractors, including owner dependency and hidden lifestyle expenses that create major wealth gaps. Vincent highlights why planning three to five years ahead is critical, and why forced exits often happen due to the Five Ds: death, disability, divorce, disagreement, and destruction. Finally, Vincent discusses the tools and collaborative resources Edward Jones provides to help owners build a business that’s sellable, sustainable, and aligned with their long-term goals. Next Steps: Connect with Vincent on LinkedIn for a complimentary reviewConnect with Julie Keyes, Keyestrategies LLC Founder, Consultant, Author, Pod-caster and Instructor

    28 min

  7. 11/18/2025

    Exit Planner of the Year Joe Seetoo on the Real Work Owners Must Do Before They Exit

    In this episode of Poised for Exit, we sit down with Joe Seetoo, Partner at Morton Wealth and the current Exit Planner of the Year. Joe brings a rare blend of wealth management expertise, exit planning insight, and real-world examples that reveal what owners most often overlook when preparing for a transition. Joe shares how Morton Wealth built The Strategist, a flat-fee, exit-focused planning model designed to support owners long before a deal is on the table. He explains why exit planning is a “team sport,” why knowing your number is essential, and how early readiness prevents rushed or poorly structured deals. You’ll learn why estate planning, insurance coverage, cash-flow clarity, and personal preparedness all play a critical role in the outcome of an exit. Joe also walks through Morton Wealth’s all-weather investment philosophy, built on diversified, risk-aware strategies that support owners before, during, and after their transition. This conversation is filled with practical insight for business owners, whether an exit is years away or quickly approaching. Resources from Morton Wealth: Strategist BrochureThe Business Owner’s Transition ToolkitArticle: “Why Owners Need a General Contractor for Their Exit”Article: “The Hidden Costs of Not Knowing Your Number”Additional Resource Mentioned in This Episode: Julie’s online exit planning course Connect with Julie Keyes, Keyestrategies LLC Founder, Consultant, Author, Pod-caster and Instructor

    30 min

  8. 11/13/2025

    How to Repair Cash Flow and Rebuild Trust with Your Bank

    In this episode of Poised for Exit, we welcome Eric Mitchellette, Founder and President of Strategic Business Coach,Inc. Eric shares how business owners can identify and repair cash flow challenges, rebuild trust with their banks, and strengthen the overall financial health of their organizations. With decades of experience as a CFO and turnaround advisor, he offers actionable strategies for improving receivables, creating financial visibility, and fostering productive banking relationships that endure through both good times and bad. Julie and Eric also discuss the most common warning signs of financial distress, the importance of transparent communication with lenders, and how a qualified financial leader can help companies prevent crisis, stabilize operations, and prepare for sustainable growth. Packed with valuable lessons and real-world examples, this episode is a must-listen for business owners who want to stay financially strong, resilient, and ready for what’s next.  Connect with Eric here Learn more about Strategic Business Coach, Inc. here Connect with Julie Keyes, Keyestrategies LLC Founder, Consultant, Author, Pod-caster and Instructor

    28 min
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5
out of 5
19 Ratings

About

Welcome to the Poised for Exit podcast! Poised for Exit is an under 30-minute strategic planning guidance podcast for busy small business owners. Each week you’ll hear certified exit planning advisor, Julie Keyes, talk with a range of entrepreneurs and professionals about preparing your business for a future transition. Guests at every stage of company ownership will share their personal stories and lessons learned about topics such as the anatomy of the exit planning process, developing a growth strategy, how to sell on your terms, exit planning for women small business owners, handling business diversity, and how to sell a family business. Whether you’re planning an exit in the near future or not, this show will provide you with the same action-oriented content that Julie utilizes while consulting with Keyestrategies clients. Building an exit strategy can be overwhelming, especially with all the decisions and details you have to consider. “Poised for Exit” will simplify the process and help you unwrap the unknowns, giving you more confidence in your planning process. Previous episodes are available for download, so if you are new to our show, you can listen to them in any order that suits you. Join us each week for timely, relevant content that will surely impact your business exit outcome! Subscribe to our newsletter below to receive your weekly episode link and stay updated on new strategic planning content. Find “Poised for Exit” on Spotify, Apple Podcasts, Google Play, iHeart Radio, Amazon Music, and others. Thank you to our Sponsors: Sunbelt Business Advisers and JAK CPA's. A special note of thanks to Tyler Keyes who produced the music for the “Poised for Exit” show.

Information

  • Creator
    Julie Keyes
  • Years Active
    2020 - 2025
  • Episodes
    276
  • Rating
    Clean
  • Copyright
    © 2025 Poised for Exit
  • Show Website
    Poised for Exit