The Power of Professional Collaboration in Exit Planning

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 owners preparing to exit. They emphasize the importance of early planning, building a trusted advisory team, and addressing value gaps well before going to market.

Our conversation also explores the current M&A landscape, highlighting what today’s buyers are looking for and how owners can position themselves for premium deals - even in uncertain economic conditions.

This is a thoughtful and practical conversation that highlights the real impact of trusted professional relationships, and what’s possible when planning and execution come together at the right time!

Connect with Julie Keyes, Keyestrategies LLC
Founder, Consultant, Author, Pod-caster and Instructor