All Episodes
Poised for Exit — 306 episodes
From Startup to an Eight-Figure Exit
The HR Mistakes That Can Derail Your Exit
The Five-Year Exit Plan: How to Sell on Your Terms
Freedom to Build, Risk, and Begin Again: A Fourth of July Message from Julie Keyes
The Super Roth Strategy
How to Build Marketing Systems That Increase Exit Value
What Private Equity Buyers Really Want From Sellers
What Every Owner Should Know About the Legal Side of Exit Planning
Why Commercial Real Estate Can Make or Break an Exit Plan
R&D Tax Credits Explained: What Business Owners Commonly Miss
Beyond the Hype: How Private Companies Should Actually Approach AI Adoption
AI, Hiring & Business Value: What Mid-Market Companies Are Getting Wrong
A Real Exit Story: How Preparation and the Right Advisory Team Drove a Premium Outcome
How Business Owners Can Build Philanthropy Into an Exit Plan
Exit Planning Starts Day One: How to Build a Business That Can Actually Sell
Employee Ownership as a Business Exit Option
Partnerships, Not Transactions: The Mindset Behind a Stronger Business
Building Your Exit Around Your Future, Not Just Your Business
10 Years of Impact: How the Twin Cities EPI Chapter Is Raising the Bar for Business Exits
From Invisible to Investable: Why Visibility Matters for Manufacturing
Legal Pitfalls That Derail Business Sales and How Owners Can Avoid Them
Stop Winging the Future: Why Business Owners Need Intentional Planning
What Sellers Should Understand Before Partnering with Private Equity
Why Value Must Be the North Star in Exit Planning
What Business Owners Must Get Right to Scale a Regulated Service Business
Why Most Exits Fail and How Planning Changes Everything
Moving to a Lower-Tax State: Strategies and Requirements for Business Owners
How Buyers Value Businesses in 2026 and Why Preparation Matters More Than Timing
Building a Construction Business with a Small Team
Reflecting on 2025 and Planning for 2026: Exit Planning Insights from Poised for Exit
Preparing for a Clean Exit: Legal Lessons from Real-World Business Transitions
Estate and Tax Planning for Business Exits
How to Plan Your Exit Before You Need One: Insights from a Seasoned CEPA
The Hidden Cybersecurity Risks Every Business Owner Should Know: Part 2
Keeping the Family Aligned as the Business Grows
Why Exits Are Transitions, Not Transactions
Exit Planner of the Year Joe Seetoo on the Real Work Owners Must Do Before They Exit
How to Repair Cash Flow and Rebuild Trust with Your Bank
The Hidden Cybersecurity Risks Every Business Owner Should Know
Stepping Into a Family Business Built on Service, Safety, and Purpose
Rethinking HR and Virtual Assistance for the Modern Workplace
Why Clean Financials Build Trust and Drive Better Business Transitions
Building Stronger Teams and Business Value Through EQ and AI
What to Expect at the EPI Regional Summit 2025
How to Pass Down Real Estate Wealth Without the Tax Burden
Exit Planning in the Age of AI: Building Smarter Strategies
Next Chapter Partners: Preparing Owners for Life After Exit
Laying the Foundation for a Legacy
Frameworks For Success
Behind the Scenes of Starting and Scaling a Business
How the M&A Summit Helps Business Owners Plan Their Next Move
Smart Risk Management for Growth and Exit
The Role Financial Planning Plays in a Successful Exit
What Makes a Business Sellable
Leading With Grit and Growth
Fit For Transition
Advisors, Agendas, and the Fear of Letting Go
What Works in Family Business Succession
Sales Tax and What Sellers Overlook
You’re Doing LinkedIn Wrong: A Proven Sales Strategy
Why Transparency and Trust Are Your Best Exit Strategies
Estate and Tax Planning for Business Exits
Private Equity With Purpose
What Your Numbers Are Telling You
The Human Side of a Successful Exit
The Ultimate Sale: Building Value and Living with Intention
The Power of Professional Collaboration in Exit Planning
How to Prepare Your Sales Process for Exit
Unlocking the Path to a Smooth Business Exit
Leading Through Change: Balancing AI, Innovation, and Workplace Culture
The Power of Partnership in Business
Succession Strategies: From Family Business to Legacy
Inside Scoop: Updates, Insights, & Future Plans
Building a Lasting Legacy: Succession & Strategy in Family Business
Exit Smarter: The role of CEO Peer Groups in Business Transitions
Your Personal Plan: The Missing Link to a Great Exit!
EPI's Chapter Network: A Vital Resource for Owners and Advisors!
Guiding Sellers to a Seamless Exit
Is an ESOP Right for You as a Liquidity or Exit Planning Strategy?
You are the Prize: Attracting Buyers vs Soliciting Them
Early Stages of a Generational Transition: Mother and Daughter share their story
From The Vault: Private Investigators and Dealmakers are Teaming up More Often than Ever!
From The Vault: Why Acquisition Entrepreneurs Should Know Pari Passu (who?)
Family Owned Business with a Non-Family Leader: Recipe for Success!
Proactive Exit Planning through Internal Collaboration
Women Contractors are Trailblazing Entrepreneurs!
What's New in Death and Taxes?
The Proven Framework to Scale a Durable Business
Quarterbacking Your Exit Through Your Trusted Advisor
Julie Talks about her Game Changing Programs for Advisors!
ProjectWE: Human Centric AI
Two Sides of the Same Coin: "The Paradox of Prosperity" and "Exit Regret"
Building Inclusive and Secure Digital Spaces with ADA & Cyber Compliance
Using a Board of Directors for a Better Exit
No Plan B: The All-in Approach of a Boat Burner
What does it take to be a female CEO of a Regional Bank? Tenacity!
Avoid M&A Pitfalls with Trust as a Guiding Principle
Private Investigators and Dealmakers are Teaming up More Often than Ever!
Trust Matters Now more than Ever: Learn from the Experts
Sold over 330 Businesses and He's just getting Started!
Overview of the 7th Annual Owner's Forum: "Go or Grow!"
Business Succession Research Completed by the University of MN
Women Contractors Who Grow Their Companies by Growing Their Networks
The Corporate Transparency Act: What you Need to Know
RISR: Empowering the Business Owner's Most Trusted Advisor
How to Best Utilize a Board of Directors for your ESOP Company
SLATs, CRTs, and IDGTs, Oh My! Utilizing Trusts to Optimize Estate Planning and Business Sale Proceeds
Reluctantly Resilient: Tools for Building Resilience in Transition
Lessons Learned: Navigating Company Culture during a Business Sale
Why Culture Matters when you're Poised for Exit
Tax Strategies to Maximize After-Tax Proceeds of a Business Sale
Next Level Collaboration in Exit Planning: Dealmakers and Manufacturers Team up for Better Owner Outcomes!
Using Data to Drive Decisions for Growth, Acquisitions and Exit
A Story of two Brothers, their Music and their Give-Back Mission
A Financial Advisor’s Journey from Global M&A to Private Business Clients
A Partnership Exit Strategy where Everyone Wins
Building our "All Star Network" with Cathy Paper
Kendall Qualls and TakeChargeMN: Making Black Lives Better!
CFO of YTS companies Shares their ESOP Journey, with Guest Host, Kyla Hanson of JAK CPA's!
Selling a Financial Advisory Practice: A Former Financial Advisor Shares Tips and Advice
Tiger 21: Your Personal Board of Directors
Misbeliefs about Private Equity Partnership: Success Stories Revealed!
How CEO Peer Groups can get you "Poised for Exit"
Rise of the Non-Technical Entrepreneur
Arrowhead Promotion’s Bud Schneider: Pointing the way toward a new generation of leadership!
True Story of Rapid, Strategic Growth Supported by Fractional Marketing Services
"Our Advisor had our Back" A Nigerian Entrepreneur's Success Secret
Replacing Fear with Courage: A Fresh Look at Employee Development
Funny Tales and Effective Tactics from an Estate Planner!
Entrepreneurs' Organization: A Tribe to Thrive With
"Stephen Covey was Right!"
Why Acquisition Entrepreneurs Should Know Pari Passu (who?)
Digital Transformation Strategy: Creating Digital Solutions to Scale Your Business
How to Break Through Your Plateaus and Scale Your Business!
You Can't Scale Your Business without a Proven Sales System
The Birthday Show!
Serial Entrepreneur-Chasing the Hard Problems
"Evangelist" for Business Owners gives Advice Beyond Investing
167 - Trading Capital Gains for Charitable Gains
166 - The Neuroscience of Conversations that Build Trust
165 - MN State of Owner Readiness Survey Results with Brent Engelbrekt!
164 - Exit Planning Institute, President Scott Snider Talks about Lessons in Entrepreneurship and the future of EPI
163 - The Impact of $80B and 87,000 Additional IRS Employees on Business Valuation
Selling Companies Since 1908: It's all about Relationships
161 - Partners Making it Work: Yard Creations' 20 years of Success!
160 - How does Insurance fit in with Exit Planning?
159 - What Sellers need to know about Net Working Capital
158 - The Ready for Next Cities Program!
157 - A Lesson on Business Valuations: What Owners Need to Know
156 - I'm IN! Two Upcoming Events for Business Owners and Advisors!
155 - Meetings You Want
154 - CEO and Founder of ZondraTV shares her Entrepreneurial Journey, fortified by Love, Drive and Grit
153 - How to Groom Awesome People Leaders
152 - Value Acceleration meets HR Strategy: How they work hand in hand
151 - Business Succession from a Forensic Accountant's Perspective
150 - Big Transitions Call for Maximum Influence with your Employees
149 - Customers + Teams = Amazing Business Outcomes
148 - Poised for Exit Celebrates 3 Years! A Look Back and a Look Ahead
147 - Expanded Options for SBA Financing!
146 - Simple yet Savvy: Principles to Navigate Business Transitions
145 - Structuring Deals, Putting out Fires and Getting Clients to the Closing Table
144 - From Teacher to Financial Founder: The Inspiring Journey of Stacey Stelter and GTS Financial Services
143 - The Great LeadHERship Awakening" with special guest Linda Fisk, CEO of LeadHERship Global
142 - African Family Firms Founder, Tsitsi Mutendi on how Family Business is like "Raising the Baobab"
141 - Leadership can be lonely: C9 Builds Your Tribe
140 - Transitions: When is it time to bring in outside leadership?
139 - When should you engage a Family Office?
138 - From IRS Agent to Entrepreneur: One Woman's Compelling Story
137 - Tax Liability in your Future? Consider a Charitable Land Donation
136 - Rollover Equity: What Sellers Should Know
135 - There's More Than One Way to Structure Your Exit!
134 - What to do about your 401K in a Sale
133 - 3rd Generation and Going Strong with a "People First" Focus
132 - Build a High Value Authentic Brand
131 - Seller Whisperer
130 - Should you Sell to the Employees? Taking a closer look at ESOP with Fiduciary, Neil Brozen
129 - Merchant Processing: Let's Cut the Expense in 2023!
128 - Technology and IT Services: Sell the Golden Egg but keep the Goose
127 - Stress Free in 2023!
126 - Planning and Future Dollars: Every Owner's Needs are Unique
125 - Julie Keyes Recaps 2022 and Looks ahead to 2023!
124 - Introducing NV Brands!
123 - How to Build a Diverse Network and Why it's Good for Business
122 - When is Enough Really Enough? 5 Strategies to Create a Transition Plan
121 - Growing up in an Entrepreneurial Family: Julie and her sisters tell their story
120 - Passing the Leadership Torch, but Still Driving the Vision
119 - Building a People Focused Enterprise with Culture at the Top
118 - Your Most Trusted Adviser is not Who you Think
117 - Business Transition Planning: Are you Ready? MNCEO's online course!
116 - How your CPA is Your Most Trusted Adviser
115 - Systematize Your Revenue Streams Through Digital Automation!
114 - Pre Due Diligence Leads to the Best M & A Outcomes!
113 - Making Sense of Value Creation for Business Owners
112 - Minimizing the Payment to Uncle Sam when You Sell your Company
111 - Choosing and Preparing Your Successor
110 - Women-Owned Start-Up's Have a New Advocate!
109 - Lessons and Strategies from a Serial Entrepreneur
108 - Making Sense of Long Term Care for Business Owners
107 - Structuring Capital With Honour
106 - Tips for Attracting High Paying Clients and Customers
105 - Stop Helping People - Start Working With Them
104 - How to Create Age and Gender Inclusivity in Family Business.
103 - Do You Have the Right Leaders in Place to Exit at Highest Value?
102 Why Valuation Matters
101 How a Cyber Breach can Affect your Company Value
100 Growing Your Business Through Strategic Acquisition
99 - Understanding Your Ownership Journey
98. Remodeling a Remodeling Business!
97 - Village Bank: Arm in Arm with Business Owners
96 - Financial Peace of Mind, On Demand
95 - Why EntreBank?
94 - Let’s Talk Culture with Super Bowl Champion & Chief Culture Officer, Ben Utecht
93 - Comparing the Deal Market: Today vs a Year Ago
92 - A 43-yr-old Startup! When 'Exit' Takes a 180 Turn
91 - When is it Time to Explore ‘What’s Next'?
90 - Launching the 2nd Edition of Poised for Exit!
89 - New Tequila Coming to Town!
88 - Proactively Take Control of your Future Exit
87 - Better HR Delivers Better Business Results
86 - I Didn't Think My Business Was Sellable
85 - Your Price is Too Low
84 - Chief Stripe Changer Talks about Finding your Fire!
83 - Next Generation of Manufacturing: Challenges to Transition
82 - Extreme Focus: Benchmarks over Goals
81 - The Business of Robots: Coming to an Industry Near You!
80 - Build a Sustainable Business by Putting Yourself Out of Job
79 - Owners: Are you Doing What Makes You Happy?
78 - How to become Poised for Exit in 2022: Advice from a CPA
77 - Buy, Lease or Move On: Decisions in Commercial Real Estate
76 - Julie Highlights the Best of 2021, our Show Sponsors, and what's coming in 2022!
75 - What do we Need in 2022? Leaders & Problem Solvers!
74 - From Tragedy to Success: A Woman Entrepreneur Tells her Story
73 - What if Your Top Sales Person Became Disabled from COVID?
72 - Business Owners & Divorce: A Valuation Conversation
71 - Sold His Subway Franchise with 26 Locations!
70 - A Wild Mountain Exit
69 - How Do You Make Uncomfortable Situations Comfortable
68 - Upsizing UpSize!
67 - Private Equity and Managed Expectations!
66 - Becoming an Authority in a Niche Industry
65 - Difficult Conversations: Managing People in Today's Tough Environment
64 - What the Tech!
63 - Contingency Planning: In Case of Emergency -Break-Glass- Do This!
62 - Think You Don't Need Long Term Care Insurance? Think Again
61 - Work From Home Employees Need a Buddy System
60 - A Second Swing at Entrepreneurship: The Story of Wahiwater
59 - Buying or Selling a Business in a Hot Market
58 - (Reprise of Ep. 13) All in the Family (Business)
57 - (Reprise of Ep. 6) Marketing: Metrics that Drive Revenue
56 - Have a Plan! Financial Planning for Business Owners
55 - Planning to Merge or Acquire? Here's a Step You May be Overlooking
54 - Private Equity of a Different Kind- What is Family Capital?
53 - Types of Employee Ownership and Why They're Good for Business
52 - Taking the Entrepreneurial Leap: From Employee to Co-founder of a New Bank
51 - The 1 Year Anniversary Show Featuring Guest Host Heather Keyes!
50 - The Power of Conscious Culture
49 - Guess Who's Center Stage in Business Today? HR!
48 - The Three Things that Motivate Owners to get Transition Ready
47 - ESOP's: Are They For You?
46 - The Family Business of Knutson Construction: Building for the Next 110 Years
45 - Getting 'Poised for Exit': Understanding Buyer Strategies
44 - Entrepreneurs Make Great Philanthropists!
43 - Let's Elevate Your Business Value!
42 - Wellness Works! How to Deliver Health Programs for your Employees at No Cost.
41 - What Do a Family Business, Eating Dog Food and PR Have in Common?
40 - Award Winning Columnist, Lee Schafer on Mergers & Acquisitions
39 - The Three R's: Repression, Resilience, Resolve
38 - Risk Management Insurance: An Effective Tool for Buying or Selling a Business
37 - Delegation is an Energy Management System
36 - A Fresh Perspective: Why Your Business Needs a Brand AND a Reputation Strategy
35 - The Role your Financial Adviser plays in a Successful Exit
34 - Preparing Your Financials Ahead of a Sale
33 - Entrepreneurs: How to Make 2021 A Strong Year!
32 - Identifying & Protecting your Intellectual Property
31 - From being "Everything to Everybody" to "Something for Somebody"
30 - Cybersecurity & Enterprise Value go Hand in Hand
29 - Taking Leaps: Serial Entrepreneurship and Diversification
28 - The Mini Media Approach to Building a Business
27 - 104 and Many More!
26 - Creating Messages that Connect and Matter
25 - Business Disruption from COVID 19 & How to Break Through
24 - Julie Keyes Interviews "The BS Show" Host Bob Sansevere
23 - She Went from Blogger to Publisher: Meet Amy Quale of Wise Ink!
22 - Putting 'Care' back into Healthcare for Business Owners
21 - Exiting a Business the Hard Way: Horror Stories from a Business Lawyer
20 - Commercial Insurance "Cocktails": Hybrid Solutions for Business Owners
19 - Julie Keyes' Entrepreneurial Journey
18 - Introducing, Scott Snider of the Exit Planning Institute
17 - Tax Planning for the Sale of a Business: Plan Early, Save More!
16 - Know your Worth: A Conversation about Business Valuation Post COVID
15 - Gandalf or Gollum? The Role of Your Business Attorney in Transition Planning
14 - From Harlem, to Healthcare, to candidate for Congress
13 - All in the Family (Business)
12 - Coping with 2020: A Conversation with Walk Talk Therapy
11 - Not Your Typical Architect: Constructing Shareholder Value
10 - Design your Network for Business Results. Building an IMPACT 100™
9 - Being a Woman-Owned Business in a Male Dominated Industry
8 - What the Tech is Going on?!
7 - Everyone Needs a Friend in Law-Making Legal Help Easy
6 - Marketing: Metrics that Drive Revenue
5 - Lessons and Tips on Enterprise Growth
4 - Client Attraction Chain Reaction
3 - From Frustrated to FOCUSED: A Roadmap to What's Next
2 - Olympic Connector, Nicki Vincent
1 - Grow or Go? Is it time to exit your business or double down with Chris Jones.
Consultant and author Julie Keyes debuts her podcast.