Poised for Exit

Today's show featured yours truly, Julie Keyes , being interviewed by my producer, Bob Sansevere on my entrepreneurial journey, why I wrote the book and what I'm seeing in the world of entrepreneurship today. When I got my start in business it wasn't as an entrepreneur, but eventually I realized it was the ideal way for me to achieve my goals and live the life I knew would make me h...

Our guest for this episode is none other than Scott Snider, who with his father, Chris Snider are the owners of the Exit Planning Institute in Cleveland, OH. EPI has a credentialed certification process for advisers to become CEPA's; there are over 2000 in the United States and around the world.  Exit Planning became 'a thing' as Scott would say in the early 2000's and has taug...

This #PoisedforExit episode featured two of my trusted colleagues in Exit Planning, Joe Strazzeri and Shelley Lightfoot . Joe and Shelley are partners in several firms in San Diego. Joe has a prominent legal practice in Estate Planning and Tax Planning. The conundrum business owners have when in tax and estate planning, is actually taking the time away from the business to advocate for themselves...

In this #PoisedforExit episode we spoke with Dan Korsman , who is a CPA, JD and partner at Boulay Group in the Twin Cities.  We focused our conversation on what he's been seeing among his clients who are preparing to or have sold their companies in the past few months, and what owners can do right now to strengthen the appeal of their businesses for buyers who are much pickier than before.  H...

Today's Poised for Exit Show featured Chris Cuneo , an attorney with Ballard Spahr, whose long-standing reputation and expertise in Minneapolis is rivaled only by his own sense of humor! Chris compared a relationship with your attorney to be like Gandalf or Gollum from Lord of the Rings; both being different species of 'Guide'. Listen to the show to get the gist of the analogy and l...

Our guest in this #PoisedforExit episode is US Congressional Candidate, Kendall Qualls . Kendall literally came from Harlem, went through the Military as an Army Officer, became a Healthcare Executive. From there, he decided to run for congress and won the Republican endorsement. His family is starting its fourth generation of service in the US Military and Kendall couldn't be more proud. Ken...

Our show today focused on family business success tips with Jon Keimig , Director of the Family Business Center at the University of St Thomas. Jon's been a family business advocate for many years and his programs are known and respected across the country.  Here are a few key takeaways from our show: 1. The biggest issue facing family business today is poor communication. Jon recommends fami...

Our guest for this show is Tammie Rosenbloom, a licensed therapist who founded a practice called "Walk Talk Therapy" where she meets with her clients outside and they walk during their therapy sessions! Tammie says that getting past the negative thoughts and feelings you have can sometimes require the help of an outside guide to help provide clarity and set you on the right path towards...

This episode features Rick Brimacomb , Founder of Brimacomb & Associates, and Club Entrepreneur. Rick's interview focused on strategies business owners can utilize to build value in their companies and how to prepare well for a future exit, especially in light of the pandemic. Tune in and learn why now is the time for owners to diversify their customer list and delegate authority, among o...

This episode features Cathy Paper , Founder and CEO of Rock Paper Star . Cathy is a professional speaker, trainer, coach and book promotion specialist for the likes of Harvey Mackay and many others. Cathy talks about a program she's running called IMPACT 100™, and the importance of building a strong professional network, especially if you are a business owner or professional adviser. Building...

In this episode, we visited with President and CEO of Climate Makers, Inc, Lori Bauer . Lori has grown her commercial HVAC company exponentially from it's humble roots when she bought it in 2006 from the founder. The company does business statewide as a union shop provider of HVAC services. Lori shares a few secrets of her success, pitfalls of being in a male dominated industry, and finally h...

Our topic today with Bret Erickson, President at Passkey Technology, covered best practices in IT for business owners, especially in a merger or acquisition situation. If you're planning a business exit in the near future, you'll want to listen to this episode. Working from home, cybersecurity and remote access were also discussed. A lot to digest, but worth the listen! Find Bret Here: h...

Today's show featured Erin Turner , Co-Founder and managing partner at Johnson Turner Legal. Johnson Turner is a law firm that specializes in family law and estate planning, among other practice areas. Erin shares the story of how her mindset shifted from owning a law firm, to owning a business. She also shares some anecdotes and action items that any business owner can use and apply right aw...

If you're like most business owners, you're wondering how to gain a better return on your Marketing spend. For owners who are preparing their company for a future sale, it's even more vital to have a clean, consistent brand message and marketing strategy. The content of today's show with Marnie Ochs Raleigh , CEO of Evolve Systems discusses these issues and more; you'll wa...

Today's show featured family business owner and Next Gen leader, Jeff Porubcan , President of Master Supplements, Inc. Jeff and his father, Randy have grown MSI into an international company selling digestive health products. Their recent strategic acquisition proved to be a great move for the top and bottom line. Jeff shares some lessons learned and best practices that have worked for him an...

Our guest today is best selling Amazon author, Forbes columnist and publisher, Henry DeVries ! We talked about Henry's new book "Client Attraction Chain Reaction" which explains how this process can make a lasting impact on your ability to acquire new clients. Being such an accomplished author, Henry is a master storyteller and also discussed how to tell a compelling story. He expla...

In this episode we talked with speaker and author, Debbie Peterson, who works with women in business and emerging leaders about gaining clarity in their lives and careers.  Debbie talked about how it is as important to focus on ‘why’ you do what you do, as it is ‘what’ you do. Asking deeper questions gets to the heart of what you really want and where you need to go, so don’t miss this episode, es...

We interviewed "Olympic Connector" Nicki Vincent, a highly respected leader and entrepreneur, who shared her journey of business ownership with us and how she's been able to make a significant impact with her clients and colleagues through her generous philosophy of giving first. This practice has enabled her to establish a vast network of colleagues and fans from across the country...

In her debut episode, consultant and author Julie Keyes shares her thoughts on exit strategies and chats with BS Show host Bob Sansevere about her new book, “Poised for Exit.” https://www.poisedforexit.com Connect with Julie Keyes , Keyestrategies LLC Founder, Consultant, Author, Pod-caster and Instructor

This episode focused on whether business owners should "Go or Grow" with some great dialogue & perspective from Chris Jones, President of Sunbelt Business Advisers in Minneapolis.  Chris offered some insight on the future of M & A in the Midwest and what owners can do NOW to get their companies ready for a future acquisition; whether they are the buyer or the seller! https://www....