Poised for Exit

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 .  Stacey is a former Elementary School teacher and learned some skills that were quite transferable from that career into becoming a founder of a financial services firm. Stacey, Tyler and Grant are the co-founders of G...

The Great LeadHERship Awakening" with special guest Linda Fisk, CEO of LeadHERship Global  #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! Linda is a multi award winning woman in business, a national keynote speaker, best selling author and enterprising entrepre...

African Family Firms Founder, Tsitsi Mutendi on how Family Business is like "Raising the Baobab" #PoisedforExit had the honor of interviewing Tsitsi Mutendi , Founder of African Family Firms , Nhaka Legacy, and host of " Enterprising Families " podcast!  Tsitsi grew up in family business; in her immediate family and among her extended family and friends. Many of those companies...

Leadership can be lonely: C9 Builds Your Tribe On #PoisedforExit we 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. In just three short...

Transitions: When is it time to bring in outside leadership?  In today's episode of #PoisedforExit we talked 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 th...

When should you engage a Family Office?  Our show today featured 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. She learned a lot and decided it was time to find a new endeavor. She found T...

From IRS Agent to Entrepreneur: One Woman's Compelling Story #PoisedforExit had the honor today of interviewing a client of KeyeStrategies , Peggy 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 bef...

Tax Liability in your Future? Consider a Charitable Land Donation We interviewed Scott Jackson of Sandy Bay Partners today, who's background as a former Navy Commander has served him well in his leadership role at Sandy Bay. Scott's job is to build a network of private investors for their land development opportunities that utilize a tax mitigation strategy called Charitable Land Donatio...

Rollover Equity: What Sellers Should Know In this episode we 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...

There's More Than One Way to Structure Your Exit! Today's #PoisedforExit guest featured Mary Merrill , Principal of Heritage Capital . Mary 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 t...

What to do about your 401K in a Sale In today's episode of #PoisedforExit we talked about what happens to the seller's 401K in a sale . Our expert guests were none other than the 401K experts at Trust Point ; Jon Marquet and Allyson Krause .  If you are thinking of selling your business, it's essential that you discuss this with the firm who manages your 401K plan well in advance of...

 3rd Generation and 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.  John is the 3rd Generation in his family owned business and he's made some great strides in growing the infrastructure of the bu...

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. Jennifer has CMO's for hire, who work with the internal leadership team of companies to quarterback the marketing strategy and implementation and provide resources and insights to build the company's brand th...

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! Denise calls herself the "Seller Whisperer" and wrote a book in fable form called "Seller's Journey" that tells the story of a seller and his advi...

Should you Sell to the Employees? Taking a closer look at ESOP with Fiduciary, Neil Brozen 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.  Neil's background lends itself to stepping into his current role (some 20 years ago) being...

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 . Marnie and Julie focused on Evolve Payment, Marnie's Merchant Processing company, to give business owners some ideas on how they can improve cash flow by utilizing a company with the right expertise and...

Technology 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. Ed Gehres , a senior adviser, joined us from his office in Las Vegas, NV today to talk about the nuances relating to these industries in merge...

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?  We've heard that meditation, going for a walk and doing yoga are all helpful and viable ways to manage stress, but what if your work day doesn't allow for that?  Even ' good stress &apo...

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. We refer clients to each other and enjoy our collaborative work , because our values and client centric philosophies align well. Jesse got his...

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! You get the complete course for only $199 ! That is a 60% savings over the regular price using promo code SMALLBIZ2022 . So don't delay, this deal expires Saturday, D...

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.  NV Brands brings the best of what Nicki has built and practiced for many...

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, but have come together to collaborate on a podcast they produce called " The Allstar Networking Show ", which they record from the Midtown Global Market in Minneapolis. Global Market featur...

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 she ran her paper route all through c...

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.  The lessons shared were many, but one that stood out for all three of us was how self motivation and belief playe...

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.  This week on #PoisedforExit Mary Nutting , CEO of CorTalent shared with us her strategy for developing leaders in her own company, as she reduces her time in the business day to d...