Poised for Exit

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...

How to Groom Awesome People Leaders Our guest today featured Heather Polivka , Founder and CEO of Awesome People Leaders and HeatherP Solutions . Heather is an award winning business leader, speaker and change agent for privately held companies looking to grow their bottom line by growing their teams and leaders. Heather's methodology is wrapped in neuro-science , with a focus on how beliefs...

Value Acceleration meets HR Strategy: How they work hand in hand In today's episode, we talked with Steve Schad , President and CEO of Optima HR Solutions , which is a fractional HR services organization. Steve's firm specializes in helping owners grow the value of their business through HR strategies that drive enterprise value and goes well beyond the basics of benefits, hiring practic...

Business Succession from a Forensic Accountant's Perspective In this episode we had the pleasure of interviewing Ryan Stremater , Senior Manager at SDK CPA 's and forensic accounting specialist . Ryan's job puts skepticism before all else . He's an expert at digging deep into the details of the story that financials tell about a business and he's been an expert witness in...

Big Transitions Call for Maximum Influence with your Employees  In this episode of #PoisedforExit I had the good pleasure of interviewing Dr Heather Johnson , President of Klassen Performance Group .  KPG specializes in soft skill leadership development and works with many clients in the throes of significant transition that many times involves a merger or acquisition.  Dr Johnson is a clinical ps...

Customers + Teams = Amazing Business Outcomes In today's episode, we talked with Angela Christman , Founder of Lift Bridge Strategy , an HR firm that provides people development that fosters enterprise growth .  Angela got her start in HR working in the corporate world of Walmart, and then for Marvin Windows. She's taken what she learned all those years to apply to privately held company...

Poised for Exit Celebrates 3 Years! A Look Back and a Look Ahead  What a journey it's been! Launching, growing and delivering great content for our growing audience!  We reminisced a bit about our favorite episodes over the last twelve months; it was so hard to choose but we picked 4.  Check them out here: Dr. Teresa Ashby 'Systemize your Revenue Streams' - Episode 115  Michael Hubs...

Expanded Options for SBA Financing! We talked today with Jeff Campbell , Sr Vice President of Fidelity Bank . Jeff is a long time lender and has recently expanded their SBA department with the addition of Ann Franklin, an expert in SBA lending .  We started off by talking about a client of theirs, Ben Cowan, who was a guest of Poised for Exit podcast in the past and is owner of the 1-800-Got Junk...

Simple yet Savvy: Principles to Navigate Business Transitions Our episode today featured Amy Kiefer , President of Automotive Parts Headquarters , or APH.  Amy was hired by APH just 6 months ago as the company's first non-family member President ! The company is over 100 years old and in its 3rd Generation, so that says a lot about the value the owners believe she brings to the table.  Amy&ap...

Structuring Deals, Putting out Fires and Getting Clients to the Closing Table We delivered a Special Edition of Poised for Exit today and had the privilege of interviewing two experts on how collaboration works and why it can make or break a deal . Brett Larson , M&A Attorney with Messerli Kramer and Colin Johnson , Managing Director at Wipfli Corporate Finance were our guests and talked about...