Poised for Exit

Poised for Exit

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.

Episodes

August 27, 2025 24 mins

In this episode of Poised for Exit, we sit down with Kathleen Wickstorm, CEO of Spec 7 Group, a construction company specializing in waterproofing and protecting commercial buildings. Kathy shares her unusual journey from a career in healthcare to running a successful construction business, and how she has grown Spec 7 Group into a trusted partner for contractors, property managers, and building owners.

Kathy discusses the company’s...

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In this episode of Poised for Exit, we sit down with Liz Ennenga, CEO and Founder of Quad E Companies, Inc. to explore her inspiring transition from the corporate world to becoming a 100% shareholder of her own contracting firm.

Liz shares how she left a successful corporate career at Target to launch Quad E, an excavation company focused on small to medium-sized commercial and government projects, and what she’s learned b...

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In this episode of Poised for Exit, we sit down with Erica Haataja, owner of Nordic Shine LLC to uncover how she and her husband built a refined construction-site cleaning business that thrives on purposeful systems and real connection.

Erica breaks down Nordic Shine’s standout services - whether it’s post-construction clean-ups for commercial sites or recurring maintenance plans. She highlights their edge: genuine communication, de...

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In this episode of Poised for Exit, we sit down with Matt Silasiri, Vice President of Business Development at True North M&A, to talk all about the upcoming 3rd Annual M&A Summit, happening September 17th at the JW Marriott at Mall of America in Bloomington, MN.

This exclusive event is designed for business owners, advisors, and industry professionals who want to deepen their understanding of the mergers and acquisitions pro...

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In this episode of Poised for Exit, we sit down with Shalin Johnson, Vice President of Business Insurance at Marsh McLennan Agency, to talk about how risk management can increase company value and support smoother business transitions.

With 25 years of experience and a focus on manufacturing clients, Shalin shares why risk management is more than just insurance. He walks us through how strong risk platforms not only reduce liability...

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In this episode of Poised for Exit, we sat down with John Schwalbach, partner and financial advisor at Freedom Financial Partners, to talk about how financial planning plays a critical role in the success of any business exit.

John brings a unique perspective as both a financial expert and entrepreneur. He shared stories from his work with business owners and broke down the biggest financial planning mistakes owners make when prepar...

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July 16, 2025 26 mins

In this week’s episode of Poised for Exit, we sit down with Jacob Petersen, a board-certified M&A intermediary who breaks down what really makes a business attractive to buyers.

Jacob shares his journey from accounting to business brokerage and explains how he helps privately held business owners understand and increase the value of their companies.

The conversation explores key valuation concepts like Seller’s Discretionary Earn...

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July 10, 2025 25 mins

Some of the most successful businesses start with a simple idea and a whole lot of determination.

In this week’s episode of Poised For Exit, we sit down with Esme Miranda, founder of a fast-growing cleaning company, Squeaky Services. Esme shares how a small effort to support her family during the pandemic turned into a full-scale operation offering commercial cleaning, carpet care, painting, and more. The business has grown with a c...

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July 2, 2025 27 mins

As co-owner of Hi Tempo Sports and founder of the Foot Lab, Brad Nelson brings over four decades of entrepreneurial experience rooted in grit, persistence, and a deep commitment to customer well-being. From starting out in ski boot fitting to becoming a certified pedorthist, Brad has built a business legacy grounded in service and innovation.

In this episode, Brad sits down with Julie to share the full arc of his journey, from acqui...

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As Managing Broker at VR Business Brokers of the Twin Cities and a Certified Business Appraiser, Young Bebus brings a rare mix of financial expertise, strategic insight, and deep empathy to her work with founders. After immigrating from South Korea and reinventing her career more than once, she now helps business owners make confident, well-informed decisions during one of the most pivotal chapters of their lives.

Selling ...

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Succession in a family business isn’t just about passing the torch. It’s about building the right foundation to support the next generation and protect the legacy for years to come. In this episode, Dr. Jeremy Lurey, Founder and CEO of Family Legacy 1st, returns to the show to share what actually works when it comes to family business transitions.

As the founder of Family Legacy 1st, Jeremy has spent over two decades helping multige...

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June 12, 2025 23 mins

In this episode of Poised for Exit, we’re joined by Muthu Periakaruppan, CPA and President of MP Sales Tax, to dive into a topic that’s often overlooked but critical when preparing to sell a business: sales and use tax.

Muthu explains how many business owners, especially in industries like manufacturing, life sciences, and trucking, unknowingly overpay sales tax and may be eligible for sizable refunds. He walks us through ...

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In this episode of Poised for Exit, we're joined by Colin Hirdman, entrepreneur, strategist, and co-founder of Rainmaker, to explore the untapped potential of LinkedIn as a true growth engine for business.

Colin shares his entrepreneurial journey, from launching his first company just weeks after college to co-founding Monkey Island Ventures and helping business leaders build targeted lead-generation systems using LinkedIn.

We d...

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In this episode of Poised for Exit, we’re joined by Cindy Leines, founder of CEL Marketing, a firm dedicated to helping mission-driven organizations communicate with purpose and build lasting trust. With decades of experience in strategic communications, branding, and reputation management, Cindy brings a unique perspective to the exit planning conversation.

We dive into the role of transparency and trust in successful business tran...

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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...

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May 14, 2025 29 mins

In this episode of Poised for Exit, we’re joined by Leah Berend, founder and managing partner of Marrin Investment Partners, a private equity firm focused on investing in and growing purpose-driven businesses. Leah shares her unique journey from a background in leadership and due diligence to founding her own firm, one that’s rooted in integrity, workforce culture, and long-term value creation.

We explore the common misconceptions a...

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May 7, 2025 26 mins

In this episode of Poised for Exit, we’re joined by Heide Olson, founder and CEO of All in One Accounting, a firm specializing in fractional CFO, controller, and accounting services for businesses and nonprofits. Heide shares her entrepreneurial journey, the lessons she learned while growing her company, and the critical role that financial systems play in building a business that is truly exit-ready.

We explore how strong financial...

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April 30, 2025 20 mins

In this episode of Poised for Exit, we explore the often overlooked human side of exit planning, where leadership, culture, and legacy intersect. Our guest, Chuck Cooper, founder of Whitewater Consulting and author of The Family Business Blueprint, shares a wealth of experience helping family-owned businesses navigate the complexities of succession planning.

Chuck emphasizes the vital role that company culture plays in a successful ...

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In this episode of Poised for Exit, we sit down with Justin Goodbread, a lifelong entrepreneur who has built and sold multiple businesses and now coaches others to do the same. From launching his first company at 15 to achieving several seven-figure exits, Justin shares the biggest lessons he has learned about increasing company value, planning a smart exit, and building a business that supports your life instead of running it.

Just...

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In this episode of Poised for Exit, we’re joined by Michael Hubsmith of True North M&A and Mark Cheeley of Synergy Wealth Management, two seasoned professionals whose 15-year collaboration has helped countless business owners plan smarter, sell stronger, and retire confidently.

Michael and Mark share real-world insights on how aligning M&A expertise with long-term financial planning creates better outcomes for business owner...

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