Poised for Exit

By Julie Keyes

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Episodes: 297

Description

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.


Episode Date
R&D Tax Credits Explained: What Business Owners Commonly Miss
May 21, 2026
Beyond the Hype: How Private Companies Should Actually Approach AI Adoption
May 13, 2026
AI, Hiring & Business Value: What Mid-Market Companies Are Getting Wrong
May 07, 2026
A Real Exit Story: How Preparation and the Right Advisory Team Drove a Premium Outcome
Apr 30, 2026
How Business Owners Can Build Philanthropy Into an Exit Plan
Apr 22, 2026
Exit Planning Starts Day One: How to Build a Business That Can Actually Sell
Apr 16, 2026
Employee Ownership as a Business Exit Option
Apr 09, 2026
Partnerships, Not Transactions: The Mindset Behind a Stronger Business
Apr 02, 2026
Building Your Exit Around Your Future, Not Just Your Business
Mar 26, 2026
10 Years of Impact: How the Twin Cities EPI Chapter Is Raising the Bar for Business Exits
Mar 18, 2026
From Invisible to Investable: Why Visibility Matters for Manufacturing
Mar 10, 2026
Legal Pitfalls That Derail Business Sales and How Owners Can Avoid Them
Mar 04, 2026
Stop Winging the Future: Why Business Owners Need Intentional Planning
Feb 26, 2026
What Sellers Should Understand Before Partnering with Private Equity
Feb 18, 2026
Why Value Must Be the North Star in Exit Planning
Feb 12, 2026
What Business Owners Must Get Right to Scale a Regulated Service Business
Feb 05, 2026
Why Most Exits Fail and How Planning Changes Everything
Jan 28, 2026
Moving to a Lower-Tax State: Strategies and Requirements for Business Owners
Jan 21, 2026
How Buyers Value Businesses in 2026 and Why Preparation Matters More Than Timing
Jan 15, 2026
Building a Construction Business with a Small Team
Jan 08, 2026
Reflecting on 2025 and Planning for 2026: Exit Planning Insights from Poised for Exit
Jan 05, 2026
Preparing for a Clean Exit: Legal Lessons from Real-World Business Transitions
Dec 29, 2025
Estate and Tax Planning for Business Exits
Dec 18, 2025
How to Plan Your Exit Before You Need One: Insights from a Seasoned CEPA
Dec 10, 2025
The Hidden Cybersecurity Risks Every Business Owner Should Know: Part 2
Dec 04, 2025
Keeping the Family Aligned as the Business Grows
Nov 26, 2025
Why Exits Are Transitions, Not Transactions
Nov 20, 2025
Exit Planner of the Year Joe Seetoo on the Real Work Owners Must Do Before They Exit
Nov 18, 2025
How to Repair Cash Flow and Rebuild Trust with Your Bank
Nov 13, 2025
The Hidden Cybersecurity Risks Every Business Owner Should Know
Oct 30, 2025
Stepping Into a Family Business Built on Service, Safety, and Purpose
Oct 23, 2025
Rethinking HR and Virtual Assistance for the Modern Workplace
Oct 16, 2025
Why Clean Financials Build Trust and Drive Better Business Transitions
Oct 08, 2025
Building Stronger Teams and Business Value Through EQ and AI
Oct 02, 2025
What to Expect at the EPI Regional Summit 2025
Sep 25, 2025
How to Pass Down Real Estate Wealth Without the Tax Burden
Sep 17, 2025
Exit Planning in the Age of AI: Building Smarter Strategies
Sep 11, 2025
Next Chapter Partners: Preparing Owners for Life After Exit
Sep 03, 2025
Laying the Foundation for a Legacy
Aug 27, 2025
Frameworks For Success
Aug 21, 2025
Behind the Scenes of Starting and Scaling a Business
Aug 14, 2025
How the M&A Summit Helps Business Owners Plan Their Next Move
Aug 06, 2025
Smart Risk Management for Growth and Exit
Jul 31, 2025
The Role Financial Planning Plays in a Successful Exit
Jul 24, 2025
What Makes a Business Sellable
Jul 17, 2025
Leading With Grit and Growth
Jul 10, 2025
Fit For Transition
Jul 02, 2025
Advisors, Agendas, and the Fear of Letting Go
Jun 26, 2025
What Works in Family Business Succession
Jun 19, 2025
Sales Tax and What Sellers Overlook
Jun 12, 2025
You’re Doing LinkedIn Wrong: A Proven Sales Strategy
Jun 04, 2025
Why Transparency and Trust Are Your Best Exit Strategies
May 28, 2025
Estate and Tax Planning for Business Exits
May 21, 2025
Private Equity With Purpose
May 14, 2025
What Your Numbers Are Telling You
May 07, 2025
The Human Side of a Successful Exit
Apr 30, 2025
The Ultimate Sale: Building Value and Living with Intention
Apr 24, 2025
The Power of Professional Collaboration in Exit Planning
Apr 17, 2025
How to Prepare Your Sales Process for Exit
Apr 09, 2025
Unlocking the Path to a Smooth Business Exit
Apr 02, 2025
Leading Through Change: Balancing AI, Innovation, and Workplace Culture
Mar 26, 2025
The Power of Partnership in Business
Mar 19, 2025
Succession Strategies: From Family Business to Legacy
Mar 12, 2025
Inside Scoop: Updates, Insights, & Future Plans
Mar 06, 2025
Building a Lasting Legacy: Succession & Strategy in Family Business
Feb 26, 2025
Exit Smarter: The role of CEO Peer Groups in Business Transitions
Feb 20, 2025
Your Personal Plan: The Missing Link to a Great Exit!
Feb 12, 2025
EPI's Chapter Network: A Vital Resource for Owners and Advisors!
Feb 05, 2025
Guiding Sellers to a Seamless Exit
Jan 30, 2025
Is an ESOP Right for You as a Liquidity or Exit Planning Strategy?
Jan 23, 2025
You are the Prize: Attracting Buyers vs Soliciting Them
Jan 15, 2025
Early Stages of a Generational Transition: Mother and Daughter share their story
Jan 09, 2025
From The Vault: Private Investigators and Dealmakers are Teaming up More Often than Ever!
Jan 01, 2025
From The Vault: Why Acquisition Entrepreneurs Should Know Pari Passu (who?)
Dec 25, 2024
Family Owned Business with a Non-Family Leader: Recipe for Success!
Dec 18, 2024
Proactive Exit Planning through Internal Collaboration
Dec 12, 2024
Women Contractors are Trailblazing Entrepreneurs!
Dec 04, 2024
What's New in Death and Taxes?
Nov 28, 2024
The Proven Framework to Scale a Durable Business
Nov 21, 2024
Quarterbacking Your Exit Through Your Trusted Advisor
Nov 14, 2024
Julie Talks about her Game Changing Programs for Advisors!
Nov 06, 2024
ProjectWE: Human Centric AI
Oct 29, 2024
Two Sides of the Same Coin: "The Paradox of Prosperity" and "Exit Regret"
Oct 23, 2024
Building Inclusive and Secure Digital Spaces with ADA & Cyber Compliance
Oct 17, 2024
Using a Board of Directors for a Better Exit
Oct 10, 2024
No Plan B: The All-in Approach of a Boat Burner
Oct 03, 2024
What does it take to be a female CEO of a Regional Bank? Tenacity!
Sep 25, 2024
Avoid M&A Pitfalls with Trust as a Guiding Principle
Sep 19, 2024
Private Investigators and Dealmakers are Teaming up More Often than Ever!
Sep 11, 2024
Trust Matters Now more than Ever: Learn from the Experts
Sep 04, 2024
Sold over 330 Businesses and He's just getting Started!
Sep 03, 2024
Overview of the 7th Annual Owner's Forum: "Go or Grow!"
Aug 22, 2024
Business Succession Research Completed by the University of MN
Aug 14, 2024
Women Contractors Who Grow Their Companies by Growing Their Networks
Aug 08, 2024
The Corporate Transparency Act: What you Need to Know
Jul 30, 2024
RISR: Empowering the Business Owner's Most Trusted Advisor
Jul 25, 2024
How to Best Utilize a Board of Directors for your ESOP Company
Jul 18, 2024
SLATs, CRTs, and IDGTs, Oh My! Utilizing Trusts to Optimize Estate Planning and Business Sale Proceeds
Jul 11, 2024
Reluctantly Resilient: Tools for Building Resilience in Transition
Jun 26, 2024
Lessons Learned: Navigating Company Culture during a Business Sale
Jun 20, 2024
Why Culture Matters when you're Poised for Exit
May 30, 2024
Tax Strategies to Maximize After-Tax Proceeds of a Business Sale
May 23, 2024
Next Level Collaboration in Exit Planning: Dealmakers and Manufacturers Team up for Better Owner Outcomes!
May 15, 2024
Using Data to Drive Decisions for Growth, Acquisitions and Exit
May 08, 2024
A Story of two Brothers, their Music and their Give-Back Mission
May 01, 2024
A Financial Advisor’s Journey from Global M&A to Private Business Clients
Apr 25, 2024
A Partnership Exit Strategy where Everyone Wins
Apr 17, 2024
Building our "All Star Network" with Cathy Paper
Apr 11, 2024
Kendall Qualls and TakeChargeMN: Making Black Lives Better!
Apr 03, 2024
CFO of YTS companies Shares their ESOP Journey, with Guest Host, Kyla Hanson of JAK CPA's!
Mar 27, 2024
Selling a Financial Advisory Practice: A Former Financial Advisor Shares Tips and Advice
Mar 20, 2024
Tiger 21: Your Personal Board of Directors
Mar 13, 2024
Misbeliefs about Private Equity Partnership: Success Stories Revealed!
Mar 07, 2024
How CEO Peer Groups can get you "Poised for Exit"
Feb 28, 2024
Rise of the Non-Technical Entrepreneur
Feb 21, 2024
Arrowhead Promotion’s Bud Schneider: Pointing the way toward a new generation of leadership!
Feb 14, 2024
True Story of Rapid, Strategic Growth Supported by Fractional Marketing Services
Feb 08, 2024
"Our Advisor had our Back" A Nigerian Entrepreneur's Success Secret
Feb 01, 2024
Replacing Fear with Courage: A Fresh Look at Employee Development
Jan 24, 2024
Funny Tales and Effective Tactics from an Estate Planner!
Jan 17, 2024
Entrepreneurs' Organization: A Tribe to Thrive With
Jan 11, 2024
"Stephen Covey was Right!"
Jan 03, 2024
Why Acquisition Entrepreneurs Should Know Pari Passu (who?)
Dec 21, 2023
Digital Transformation Strategy: Creating Digital Solutions to Scale Your Business
Dec 13, 2023
How to Break Through Your Plateaus and Scale Your Business!
Dec 06, 2023
You Can't Scale Your Business without a Proven Sales System
Nov 29, 2023
The Birthday Show!
Nov 21, 2023
Serial Entrepreneur-Chasing the Hard Problems
Nov 16, 2023
"Evangelist" for Business Owners gives Advice Beyond Investing
Nov 09, 2023
167 - Trading Capital Gains for Charitable Gains
Nov 01, 2023
166 - The Neuroscience of Conversations that Build Trust
Oct 25, 2023
165 - MN State of Owner Readiness Survey Results with Brent Engelbrekt!
Oct 18, 2023
164 - Exit Planning Institute, President Scott Snider Talks about Lessons in Entrepreneurship and the future of EPI
Oct 11, 2023
163 - The Impact of $80B and 87,000 Additional IRS Employees on Business Valuation
Oct 04, 2023
Selling Companies Since 1908: It's all about Relationships
Sep 27, 2023
161 - Partners Making it Work: Yard Creations' 20 years of Success!
Sep 21, 2023
160 - How does Insurance fit in with Exit Planning?
Sep 13, 2023
159 - What Sellers need to know about Net Working Capital
Sep 07, 2023
158 - The Ready for Next Cities Program!
Aug 31, 2023
157 - A Lesson on Business Valuations: What Owners Need to Know
Aug 24, 2023
156 - I'm IN! Two Upcoming Events for Business Owners and Advisors!
Aug 17, 2023
155 - Meetings You Want
Aug 03, 2023
154 - CEO and Founder of ZondraTV shares her Entrepreneurial Journey, fortified by Love, Drive and Grit
Jul 27, 2023
153 - How to Groom Awesome People Leaders
Jul 20, 2023
152 - Value Acceleration meets HR Strategy: How they work hand in hand
Jul 13, 2023
151 - Business Succession from a Forensic Accountant's Perspective
Jun 29, 2023
150 - Big Transitions Call for Maximum Influence with your Employees
Jun 22, 2023
149 - Customers + Teams = Amazing Business Outcomes
Jun 15, 2023
148 - Poised for Exit Celebrates 3 Years! A Look Back and a Look Ahead
Jun 08, 2023
147 - Expanded Options for SBA Financing!
Jun 01, 2023
146 - Simple yet Savvy: Principles to Navigate Business Transitions
May 24, 2023
145 - Structuring Deals, Putting out Fires and Getting Clients to the Closing Table
May 18, 2023
144 - From Teacher to Financial Founder: The Inspiring Journey of Stacey Stelter and GTS Financial Services
May 11, 2023
143 - The Great LeadHERship Awakening" with special guest Linda Fisk, CEO of LeadHERship Global
May 03, 2023
142 - African Family Firms Founder, Tsitsi Mutendi on how Family Business is like "Raising the Baobab"
May 01, 2023
141 - Leadership can be lonely: C9 Builds Your Tribe
Apr 20, 2023
140 - Transitions: When is it time to bring in outside leadership?
Apr 13, 2023
139 - When should you engage a Family Office?
Apr 06, 2023
138 - From IRS Agent to Entrepreneur: One Woman's Compelling Story
Mar 30, 2023
137 - Tax Liability in your Future? Consider a Charitable Land Donation
Mar 22, 2023
136 - Rollover Equity: What Sellers Should Know
Mar 16, 2023
135 - There's More Than One Way to Structure Your Exit!
Mar 02, 2023
134 - What to do about your 401K in a Sale
Feb 23, 2023
133 - 3rd Generation and Going Strong with a "People First" Focus
Feb 03, 2023
132 - Build a High Value Authentic Brand
Jan 26, 2023
131 - Seller Whisperer
Jan 19, 2023
130 - Should you Sell to the Employees? Taking a closer look at ESOP with Fiduciary, Neil Brozen
Jan 12, 2023
129 - Merchant Processing: Let's Cut the Expense in 2023!
Jan 05, 2023
128 - Technology and IT Services: Sell the Golden Egg but keep the Goose
Dec 29, 2022
127 - Stress Free in 2023!
Dec 22, 2022
126 - Planning and Future Dollars: Every Owner's Needs are Unique
Dec 08, 2022
125 - Julie Keyes Recaps 2022 and Looks ahead to 2023!
Nov 30, 2022
124 - Introducing NV Brands!
Nov 25, 2022
123 - How to Build a Diverse Network and Why it's Good for Business
Nov 16, 2022
122 - When is Enough Really Enough? 5 Strategies to Create a Transition Plan
Nov 10, 2022
121 - Growing up in an Entrepreneurial Family: Julie and her sisters tell their story
Nov 03, 2022
120 - Passing the Leadership Torch, but Still Driving the Vision
Oct 27, 2022
119 - Building a People Focused Enterprise with Culture at the Top
Oct 19, 2022
118 - Your Most Trusted Adviser is not Who you Think
Oct 13, 2022
117 - Business Transition Planning: Are you Ready? MNCEO's online course!
Oct 05, 2022
116 - How your CPA is Your Most Trusted Adviser
Sep 29, 2022
115 - Systematize Your Revenue Streams Through Digital Automation!
Sep 22, 2022
114 - Pre Due Diligence Leads to the Best M & A Outcomes!
Sep 15, 2022
113 - Making Sense of Value Creation for Business Owners
Sep 08, 2022
112 - Minimizing the Payment to Uncle Sam when You Sell your Company
Aug 31, 2022
111 - Choosing and Preparing Your Successor
Aug 25, 2022
110 - Women-Owned Start-Up's Have a New Advocate!
Aug 18, 2022
109 - Lessons and Strategies from a Serial Entrepreneur
Aug 10, 2022
108 - Making Sense of Long Term Care for Business Owners
Aug 03, 2022
107 - Structuring Capital With Honour
Jul 28, 2022
106 - Tips for Attracting High Paying Clients and Customers
Jul 20, 2022
105 - Stop Helping People - Start Working With Them
Jul 12, 2022
104 - How to Create Age and Gender Inclusivity in Family Business.
Jun 28, 2022
103 - Do You Have the Right Leaders in Place to Exit at Highest Value?
Jun 22, 2022
102 Why Valuation Matters
Jun 15, 2022
101 How a Cyber Breach can Affect your Company Value
Jun 10, 2022
100 Growing Your Business Through Strategic Acquisition
Jun 02, 2022
99 - Understanding Your Ownership Journey
May 26, 2022
98. Remodeling a Remodeling Business!
May 18, 2022
97 - Village Bank: Arm in Arm with Business Owners
May 11, 2022
96 - Financial Peace of Mind, On Demand
May 04, 2022
95 - Why EntreBank?
Apr 28, 2022
94 - Let’s Talk Culture with Super Bowl Champion & Chief Culture Officer, Ben Utecht
Apr 21, 2022
93 - Comparing the Deal Market: Today vs a Year Ago
Apr 13, 2022
92 - A 43-yr-old Startup! When 'Exit' Takes a 180 Turn
Apr 06, 2022
91 - When is it Time to Explore ‘What’s Next'?
Mar 31, 2022
90 - Launching the 2nd Edition of Poised for Exit!
Mar 23, 2022
89 - New Tequila Coming to Town!
Mar 17, 2022
88 - Proactively Take Control of your Future Exit
Mar 09, 2022
87 - Better HR Delivers Better Business Results
Mar 02, 2022
86 - I Didn't Think My Business Was Sellable
Feb 23, 2022
85 - Your Price is Too Low
Feb 16, 2022
84 - Chief Stripe Changer Talks about Finding your Fire!
Feb 09, 2022
83 - Next Generation of Manufacturing: Challenges to Transition
Feb 02, 2022
82 - Extreme Focus: Benchmarks over Goals
Jan 26, 2022
81 - The Business of Robots: Coming to an Industry Near You!
Jan 20, 2022
80 - Build a Sustainable Business by Putting Yourself Out of Job
Jan 12, 2022
79 - Owners: Are you Doing What Makes You Happy?
Jan 05, 2022
78 - How to become Poised for Exit in 2022: Advice from a CPA
Dec 29, 2021
77 - Buy, Lease or Move On: Decisions in Commercial Real Estate
Dec 20, 2021
76 - Julie Highlights the Best of 2021, our Show Sponsors, and what's coming in 2022!
Dec 15, 2021
75 - What do we Need in 2022? Leaders & Problem Solvers!
Dec 08, 2021
74 - From Tragedy to Success: A Woman Entrepreneur Tells her Story
Dec 01, 2021
73 - What if Your Top Sales Person Became Disabled from COVID?
Nov 17, 2021
72 - Business Owners & Divorce: A Valuation Conversation
Nov 10, 2021
71 - Sold His Subway Franchise with 26 Locations!
Oct 27, 2021
70 - A Wild Mountain Exit
Oct 20, 2021
69 - How Do You Make Uncomfortable Situations Comfortable
Oct 13, 2021
68 - Upsizing UpSize!
Oct 06, 2021
67 - Private Equity and Managed Expectations!
Sep 29, 2021
66 - Becoming an Authority in a Niche Industry
Sep 23, 2021
65 - Difficult Conversations: Managing People in Today's Tough Environment
Sep 15, 2021
64 - What the Tech!
Sep 08, 2021
63 - Contingency Planning: In Case of Emergency -Break-Glass- Do This!
Sep 01, 2021
62 - Think You Don't Need Long Term Care Insurance? Think Again
Aug 25, 2021
61 - Work From Home Employees Need a Buddy System
Aug 19, 2021
60 - A Second Swing at Entrepreneurship: The Story of Wahiwater
Aug 04, 2021
59 - Buying or Selling a Business in a Hot Market
Jul 28, 2021
58 - (Reprise of Ep. 13) All in the Family (Business)
Jul 21, 2021
57 - (Reprise of Ep. 6) Marketing: Metrics that Drive Revenue
Jul 14, 2021
56 - Have a Plan! Financial Planning for Business Owners
Jul 08, 2021
55 - Planning to Merge or Acquire? Here's a Step You May be Overlooking
Jul 01, 2021
54 - Private Equity of a Different Kind- What is Family Capital?
Jun 23, 2021
53 - Types of Employee Ownership and Why They're Good for Business
Jun 16, 2021
52 - Taking the Entrepreneurial Leap: From Employee to Co-founder of a New Bank
Jun 10, 2021
51 - The 1 Year Anniversary Show Featuring Guest Host Heather Keyes!
Jun 02, 2021
50 - The Power of Conscious Culture
May 26, 2021
49 - Guess Who's Center Stage in Business Today? HR!
May 19, 2021
48 - The Three Things that Motivate Owners to get Transition Ready
May 12, 2021
47 - ESOP's: Are They For You?
May 05, 2021
46 - The Family Business of Knutson Construction: Building for the Next 110 Years
Apr 29, 2021
45 - Getting 'Poised for Exit': Understanding Buyer Strategies
Apr 21, 2021
44 - Entrepreneurs Make Great Philanthropists!
Apr 14, 2021
43 - Let's Elevate Your Business Value!
Apr 07, 2021
42 - Wellness Works! How to Deliver Health Programs for your Employees at No Cost.
Mar 31, 2021
41 - What Do a Family Business, Eating Dog Food and PR Have in Common?
Mar 24, 2021
40 - Award Winning Columnist, Lee Schafer on Mergers & Acquisitions
Mar 18, 2021
39 - The Three R's: Repression, Resilience, Resolve
Mar 10, 2021
38 - Risk Management Insurance: An Effective Tool for Buying or Selling a Business
Mar 03, 2021
37 - Delegation is an Energy Management System
Feb 25, 2021
36 - A Fresh Perspective: Why Your Business Needs a Brand AND a Reputation Strategy
Feb 17, 2021
35 - The Role your Financial Adviser plays in a Successful Exit
Feb 10, 2021
34 - Preparing Your Financials Ahead of a Sale
Feb 03, 2021
33 - Entrepreneurs: How to Make 2021 A Strong Year!
Jan 26, 2021
32 - Identifying & Protecting your Intellectual Property
Jan 20, 2021
31 - From being "Everything to Everybody" to "Something for Somebody"
Jan 14, 2021
30 - Cybersecurity & Enterprise Value go Hand in Hand
Jan 06, 2021
29 - Taking Leaps: Serial Entrepreneurship and Diversification
Dec 30, 2020
28 - The Mini Media Approach to Building a Business
Dec 16, 2020
27 - 104 and Many More!
Dec 09, 2020
26 - Creating Messages that Connect and Matter
Dec 03, 2020
25 - Business Disruption from COVID 19 & How to Break Through
Nov 25, 2020
24 - Julie Keyes Interviews "The BS Show" Host Bob Sansevere
Nov 18, 2020
23 - She Went from Blogger to Publisher: Meet Amy Quale of Wise Ink!
Nov 11, 2020
22 - Putting 'Care' back into Healthcare for Business Owners
Nov 04, 2020
21 - Exiting a Business the Hard Way: Horror Stories from a Business Lawyer
Oct 28, 2020
20 - Commercial Insurance "Cocktails": Hybrid Solutions for Business Owners
Oct 21, 2020
19 - Julie Keyes' Entrepreneurial Journey
Oct 14, 2020
18 - Introducing, Scott Snider of the Exit Planning Institute
Sep 30, 2020
17 - Tax Planning for the Sale of a Business: Plan Early, Save More!
Sep 22, 2020
16 - Know your Worth: A Conversation about Business Valuation Post COVID
Sep 16, 2020
15 - Gandalf or Gollum? The Role of Your Business Attorney in Transition Planning
Sep 09, 2020
14 - From Harlem, to Healthcare, to candidate for Congress
Sep 04, 2020
13 - All in the Family (Business)
Aug 26, 2020
12 - Coping with 2020: A Conversation with Walk Talk Therapy
Aug 19, 2020
11 - Not Your Typical Architect: Constructing Shareholder Value
Aug 11, 2020
10 - Design your Network for Business Results. Building an IMPACT 100™
Aug 05, 2020
9 - Being a Woman-Owned Business in a Male Dominated Industry
Jul 29, 2020
8 - What the Tech is Going on?!
Jul 23, 2020
7 - Everyone Needs a Friend in Law-Making Legal Help Easy
Jul 14, 2020
6 - Marketing: Metrics that Drive Revenue
Jul 08, 2020
5 - Lessons and Tips on Enterprise Growth
Jul 01, 2020
4 - Client Attraction Chain Reaction
Jun 24, 2020
3 - From Frustrated to FOCUSED: A Roadmap to What's Next
Jun 17, 2020
2 - Olympic Connector, Nicki Vincent
Jun 10, 2020
Consultant and author Julie Keyes debuts her podcast.
Jun 03, 2020
1 - Grow or Go? Is it time to exit your business or double down with Chris Jones.
Jun 03, 2020