Poised for Exit

Replacing Fear with Courage: A Fresh Look at Employee Development Sarah Line , CEO of Boredroom Breakouts joined us in this episode and how intriguing was our conversation! Sarah's background as a Mission Trip coordinator and leader provided the foundation for the work she does now as a corporate change management expert . Many corporate leaders struggle with how to equip their teams with str...

Funny Tales and Effective Tactics from an Estate Planner! We had the honor today of hosting Christopher Burns , partner with Henson and Efron Law Firm . Christopher's practice primarily focuses on Estate and Tax Planning , and he advises and counsels owners of privately held companies on how best to reduce their tax liability and increase their peace of mind by orchestrating comprehensive est...

Entrepreneurs' Organization: A Tribe to Thrive With Patrick Donahue , Chapter President of the Entrepreneurs' Organization in MN joined us to talk about EO; its origins, benefits, success stories and how it has transformed the lives of so many members across the globe.  The criteria to become a member is a short list and mostly tied to revenue. Members must be majority shareholders of th...

Stephen Covey was Right!" We had the honor of featuring a long time colleague of Julie's, Ken Saddler , with B2B CFO.  Ken's expertise in building enterprise value and helping owners understand their numbers and how they correlate to value was the topic of our conversation.  Ken is a partner with B2B CFO, a firm that specializes in fractional CFO services for small to mid size compa...

Why Acquisition Entrepreneurs Should Know Pari Passu (who?) We had John Thwing , "The SBA Guy" in the studio today to talk about SBA financing for acquisitions of small businesses. When it comes to entrepreneurship , John says "don't start one, buy one!"   When the deal makes sense from all the fundamental angles , John says it's always better to buy a business that h...

Digital Transformation Strategy: Creating Digital Solutions to Scale Your Business We featured a returning guest in this episode; Dr. Theresa Ashby , who is and author, podcaster and the co-founder of Kaleidoscope Media Services . Kaleidoscope specializes in producing digital content and courses that work to scale your business, regardless of industry!  Theresa (Dr. T) says that in this digital ag...

How to Break Through Your Plateaus and Scale Your Business! Our guest in today's show is Zarir Erani , Partner with StratWiser, a firm which specializes in helping owners break through their growth plateaus and scale to their potential.   Zarir's background was built over years spent in numerous industries, giving him a background that's so unique, yet so valuable. One of his many s...

You Can't Scale Your Business without a Proven Sales System Our guest today was Mike Huey , President of Scalable Sales Solutions , a company that builds sales systems and processes for companies looking to scale and set their sales people up for success.  If there's one thing we know, not all sales people actually sell much, and that's not always the fault of the sales person. Mike...

The Birthday Show! Julie Keyes is interviewed on her birthday in this episode! Bob stepped up to ask the questions; here's what they covered. Julie talked about a couple of client success stories that occured recently. One was a family owned transition to the 3rd generation that's near completion. The 2nd gen owners are taking a lot of time off and allowing the 3rd Gen to run the busines...

Serial Entrepreneur-Chasing the Hard Problems We had the pleasure of interviewing Gordy Meyer , CEO of Dayta in this episode. Gordy had a very interesting entrepreneurial journey that he shared a summary of, with an unbelievable story about his company and the New York Times at the very end; you'll have to listen to the episode to get it! Gordy said he was entrepreneurial even as a child, wit...

"Evangelist" for Business Owners gives Advice Beyond Investing We were thrilled to feature James Jack on today's episode, who is the head of Business Owners and Multigenerational Client Segments at UBS Wealth Management. James calls himself an "Evangelist to business owners" and advisors as a frontline advocate championing the best outcomes for owners of privately held and...

Trading Capital Gains for Charitable Gains Today we had the privilege of speaking with Tyler Van Eps , a Charitable Giving Strategist for the National Christian Foundation .  Tyler's lifelong interest in converging ministry with the marketplace eventually lead him to NCF's Twin Cities branch, where he works alongside the advisors of business owners and the owners themselves in constructi...

The Neuroscience of Conversations that Build Trust We were joined today by national speaker, author, and consultant , Mary Schmid , who specializes in teaching financial advisors how to have deeper, trust based conversations with clients . A skill that we could all use more of, for sure! The neuroscience of conversations is something that surpasses any identifying criteria like gender or generatio...

 MN State of Owner Readiness Survey Results with Brent Engelbrekt! Our show today featured some of the most telling results of the recent State of Owner Readiness Survey conducted by the Exit Planning Institute and spearheaded by Brent Engelbrekt , Senior M&A Advisor at the national award winning firm, True North M&A. As a former business owner, Brent has been through many exit situations...

Exit Planning Institute, President Scott Snider Talks about Lessons in Entrepreneurship and the future of EPI Our episode today featured the one and only Scott Snider , President of the Exit Planning Institute . Scott and his father, Chris Snider purchased the business in 2005 and have grown it from a few hundred CEPA advisors to several thousand. The Value Acceleration Methodology is the foundati...

The Impact of $80B and 87,000 Additional IRS Employees on Business #PoisedforExit interviewed Michael Gregory today, who's background includes working for the Treasury department and as a financial analyst for several companies, both public and private. Mike launched his own practice in 2011 and specializes in mediation and negotiations with the IRS . In addition, he's written 11 books a...

#PoisedforExit interviewed Andy Kocemba , President and CEO of Calhoun Companies in today's episode. Andy and his father, Wally bought Calhoun Companies in 2009 during the peak of the Recession, and have turned it into a successful, client-centric firm that specializes in representing buyers and sellers of companies in the l ower middle market and main street as well.  When I asked Andy the s...

Partners Making it Work: Yard Creations'  20 years of Success! #PoisedforExit had the pleasure of interviewing Wayne Arndt and Adam Dewey , founders and owners of Yard Creations from the Brainerd Lakes area that specializes in lake home and large estate landscaping design and fine gardening . Adam and Wayne have had a love for landscaping for many years and met as co-workers for another firm...

How does Insurance fit in with Exit Planning? #PoisedforExit had the good pleasure today of interviewing Derek Gruber , Managing Director for Cox Insurance . Derek has an impressive IT background that comes in handy when he counsels his clients in Cyber Liability coverage .  Derek said that Cyber Liability terms and coverages change regularly , in order to keep up with the rampant cyber crime we&a...

What Sellers need to know about Net Working Capital Today #PoisedforExit met up with Joe Hellman , partner at Redpath and Associates and leader of their M&A services area. Joe works on a lot of business transactions for clients, both from the buy side and the sell side . We focused on Working Capital today, since it can be a confusing and sometimes touchy subject for sellers.  Net Working Capi...

"The Ready for Next Cities Program!" Today's #PoisedforExit guest 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!  Guillermo spends a great deal of time working collaboratively with Chambers of Commerce. Small Business Deve...

A Lesson on Business Valuations: What Owners Need to Know We interviewed Kyla Hansen , partner at JAK CPA 's today, who's also one of our esteemed show sponsors! Kyla gave us a lesson on different types of Valuation , when they apply and what owners need to know about how their current business Valuation can affect their future outcome.  Methods of Valuation apply in certain situations,...

I'm IN!  Two Upcoming Events for Business Owners and Advisors! We were joined today by Michael Hubsmith , Senior M&A Advisor with True North M&A to cover the highlights of two must-go events for owners and advisors.  The first event on Sept 13 is the True North M&A Summit, to be held at the Minneapolis Event Center , beginning at noon and ending with Happy Hour at 5:30pm.  The Ope...

Meetings You Want #PoisedforExit had the pleasure of interviewing Jody Weinberg , Founder and CEO of JTel Connections , a channel partner builder and lead generator for executive salespeople and C-level leaders. Jody talked with us about their proven process for "opening doors for 5-7 figure sales". Her clients are professionals who make big sales and seek assistance in opening those doo...

CEO and Founder of ZondraTV shares her Entrepreneurial Journey, fortified by Love, Drive and Grit  #PoisedforExit had the honor of interviewing Zondra Evans , CEO and Founder of ZondraTV, a multi award winning television network , carried by Amazon Fire, Roku and Apple TV. Before launching her network, Zondra spent 40 years in corporate America . At one point, she was laid off and decided it was t...