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By Julie Keyes Poised for Exit
Poised for Exit
Podcast

Poised for Exit

By Julie Keyes
280
0

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.

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.

280
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What Business Owners Must Get Right to Scale a Regulated Service Business

Episode in Poised for Exit
In this episode of Poised for Exit, we sit down with Judy Praska, Owner & President of three Fastest Labs locations in the Twin Cities metro. Judy shares how she scaled her testing services business from one location to three, what surprised her most along the way, and the operational details business owners often overlook until growth exposes the cracks. Scaling a service business, especially one operating in regulated and safety-sensitive environments, isn’t just about adding locations or increasing demand. Sustainable growth requires the right systems, clear policies, and disciplined execution to keep pace with complexity. We discuss why speed and convenience can be powerful competitive advantages, how compliance directly impacts scalability for employers and safety-sensitive roles, and what business owners must have in place before growth accelerates.   Connect with Judy Praska here Learn more about Fastest Labs here Learn about the Trusted WISP tool for today’s professionals here Connect with Julie Keyes, Keyestrategies LLC Founder, Consultant, Author, Pod-caster and Instructor
Business and industry 6 days
0
0
6
25:39

Why Most Exits Fail and How Planning Changes Everything

Episode in Poised for Exit
In this episode of Poised for Exit, we sit down with Michael Winn, Co-Founder and Partner at Chartered Wealth Partners in Beverly Hills, to discuss why many business exits fail and how outcomes are often determined long before a deal is signed. Michael explains how missed tax strategy, poor advisor sequencing, and a lack of owner readiness can undermine exit results, even when transactions close successfully.  He shares how early, intentional planning, particularly around tax, estate, and entity structure, can significantly improve exit outcomes.  The conversation also explores the importance of assembling the right advisory team at the right time, with Michael outlining his role as an exit “quarterback” who helps guide owners through the process. In addition, he addresses the human side of exits, including identity, fulfillment, and preparing for life after the sale. Throughout the episode, Michael emphasizes that successful exits require more than a transaction and are built on a strategy developed well in advance. Connect with Michael Winn here Learn more about Chartered Wealth Partners here Connect with Julie Keyes, Keyestrategies LLC Founder, Consultant, Author, Pod-caster and Instructor
Business and industry 2 weeks
0
0
7
24:42

Moving to a Lower-Tax State: Strategies and Requirements for Business Owners

Episode in Poised for Exit
In this episode of Poised for Exit, we’re joined by Mark Kravietz, Managing Partner and Founder of Aline Wealth, for a practical discussion on what business owners need to understand before relocating to a lower-tax state. Mark explains why changing residency for tax purposes is far more involved than many owners expect and why simply spending “six months and a day” in a new state is rarely sufficient. He walks through the core factors states examine when determining residency, including home ownership, time spent, business involvement, personal connections, and family ties, and explains how intent plays a central role in audits and enforcement. The conversation also explores how business ownership complicates relocation decisions, particularly when owners maintain active involvement in high-tax states. Mark shares real-world examples from his decades of advising business owners, highlighting common mistakes, documentation gaps, and misconceptions that can put owners at risk if not addressed early. Throughout the episode, Mark emphasizes the importance of planning ahead, both financially and personally, when considering a move. From aligning residency decisions with long-term exit goals to understanding how lifestyle choices, identity, and post-exit plans factor into success, this episode offers clear, actionable insight for business owners thinking strategically about their future. Connect with Mark Kravietz here Learn more about Aline Wealth here Connect with Julie Keyes, Keyestrategies LLC Founder, Consultant, Author, Pod-caster and Instructor
Business and industry 3 weeks
0
0
5
28:10

How Buyers Value Businesses in 2026 and Why Preparation Matters More Than Timing

Episode in Poised for Exit
In this episode of Poised for Exit, we speak with Andy Kocemba, President and CEO of Calhoun Companies, about how buyers are evaluating businesses as we head into 2026. Andy shares his perspective from decades of working with buyers and sellers, and explains why preparation consistently matters more than trying to time the market when it comes to achieving a strong outcome. Andy walks through the key drivers of valuation, including the outsized role of cash flow, business performance, and risk. He discusses common red flags buyers notice quickly, such as customer or salesperson concentration, and explains how deal structure often reflects the level of trust a buyer has in the business. Throughout the conversation, he emphasizes that simpler deal structures and stronger cash at closing are often the result of thoughtful preparation well before going to market. Throughout the episode, Andy discusses broader market trends, including which industries are seeing the strongest demand and how acquisition strategies may shift in the coming year. Andy also shares how Calhoun Companies works with sellers, the importance of engaging advisors early, and why many business owners wait too long to start planning. The conversation offers practical insight for owners and advisors looking to better understand buyer expectations and valuation drivers. Connect with Andy Kocemba here Learn more about Calhoun Companies here Connect with Julie Keyes, Keyestrategies LLC Founder, Consultant, Author, Pod-caster and Instructor
Business and industry 3 weeks
0
0
5
26:27

Building a Construction Business with a Small Team

Episode in Poised for Exit
In this episode of Poised for Exit, we speak with Alexis Bostrom, founder and CEO of Big Wolf Siteworks, about how she built a construction company that has grown steadily while remaining intentionally small. Alexis shares how the business began as a two person operation with her husband and evolved into a company supported by a close knit team. Alexis walks through the realities of hiring for the first time, becoming a union shop, and expanding from residential work into government and civil projects. She discusses how operating with a small team required her to learn quickly, prioritize people and systems, and make thoughtful decisions about what projects the business could realistically take on as it grew. Throughout the conversation, Alexis reflects on leadership, legacy, and the importance of building a company designed for long term value rather than short term hustle. Her story offers practical insight for business owners who are scaling carefully, hiring intentionally, and working to grow a construction business that can succeed beyond the founder. Connect with Alexis here Learn More About Big Wolf Siteworks here Connect with Julie Keyes, Keyestrategies LLC Founder, Consultant, Author, Pod-caster and Instructor
Business and industry 1 month
0
0
6
21:42

Reflecting on 2025 and Planning for 2026: Exit Planning Insights from Poised for Exit

Episode in Poised for Exit
In this annual recap episode of Poised for Exit, I reflect on 2025, share what stood out over the past year, and look ahead to what is coming in 2026. I also revisit how the show began during the early days of the pandemic, how it has grown over the past five years, and why exit planning conversations continue to resonate with business owners and advisors around the world. I spend time discussing one of the questions I hear most often: how business owners can grow the value of their companies. I walk through the four intangible capitals, human, structural, customer, and social capital, and explain why these areas often represent the majority of a company’s true enterprise value. I also share what listeners can expect in 2026, including new perspectives, continued conversations focused on helping owners prepare for better outcomes, and my appreciation for the 2026 sponsors who support the show and align with the values behind Poised for Exit. I look forward to another year of meaningful discussions ahead. Connect with Julie Keyes, Keyestrategies LLC Founder, Consultant, Author, Pod-caster and Instructor
Business and industry 1 month
0
0
7
20:45

Preparing for a Clean Exit: Legal Lessons from Real-World Business Transitions

Episode in Poised for Exit
In this episode of Poised for Exit, we welcome James Olsen, Partner at Seiler Law PLCC, for a practical discussion on the legal realities business owners face when preparing for a sale or transition. James shares insights from advising Main Street and lower middle-market business owners, highlighting common legal pitfalls that can delay or derail an exit. From handshake agreements and undocumented contracts to buyer due diligence, earn-outs, and post-closing obligations, this episode breaks down what sellers need to address before going to market. Our conversation covers how to prepare foundational legal documents, evaluate buyer fit, navigate seller carry and earn-out structures, and think strategically about post-closing involvement. James also shares what he’s seeing in the current deal environment and how business owners can position themselves for a smoother transition heading into 2026. If you’re advising clients or preparing your own business for a future exit, this episode offers grounded, experience-driven guidance to help you reduce risk, protect value, and move forward with confidence. Connect with James Olsen here Connect with Julie Keyes, Keyestrategies LLC Founder, Consultant, Author, Pod-caster and Instructor
Business and industry 1 month
0
0
6
24:03

Estate and Tax Planning for Business Exits

Episode in Poised for Exit
Episode Reprise  We’re excited to bring back this timely conversation as business owners focus on year-end planning and tax strategy. This episode remains especially relevant right now, and we’re thrilled to reshare these insights from the team at John A. Knutson & Co. for anyone preparing for a future transition.  - 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 to navigating the complexities of estate tax law, this episode is packed with practical advice for owners, advisors, and financial professionals alike. Our conversation covers how to properly fund trusts, the role of irrevocable trusts in real estate planning, and the value of building a collaborative team that includes CPAs, attorneys, and financial advisors. Additionally, Jonathon and Cindy also touch on the challenges of generational family businesses and best practices for onboarding estate planning clients. If you’re advising clients or preparing your own business for a future transition, this episode delivers grounded, actionable insights to help you plan ahead with clarity and confidence. Connect with Julie Keyes, Keyestrategies LLC Founder, Consultant, Author, Pod-caster and Instructor
Business and industry 1 month
0
0
5
28:38

How to Plan Your Exit Before You Need One: Insights from a Seasoned CEPA

Episode in Poised for Exit
In this episode of Poised for Exit, we sit down with Gordon Bell, CEO and Founder of The Midland Group and fellow CEPA, for a conversation focused on why business owners must start planning their exit well before they intend to transition. Gordon shares highlights from his career, including leading multiple companies and taking one public, and uses those experiences to illustrate the power of early preparation. He explains why readiness is essential not only for a future sale, but for protecting the business during life events, leadership changes, or unexpected opportunities. Together, we break down the core elements of exit readiness: value enhancement, de-risking, assembling a trusted advisory team, and understanding the full range of transition options. Gordon also shares his perspective on staying engaged with the business long-term and his philosophy of “refire, not retire,” which has shaped the way he works with owners today. This episode gives business owners clear steps and a realistic path to becoming truly exit-ready, no matter their timeline.  Key Topics Covered • Lessons from Gord’s career as a multi-time CEO • Why exit planning should begin long before a sale • How preparedness protects owners from unexpected events • The role of value growth and de-risking in exit success • Building the right advisory team for long-term planning • Understanding exit options and choosing with clarity • The mindset behind “refire, not retire” Next Steps & Resources Connect with Gordon here Learn more about The Midland Group here Connect with Julie Keyes, Keyestrategies LLC Founder, Consultant, Author, Pod-caster and Instructor
Business and industry 2 months
0
0
0
24:55

The Hidden Cybersecurity Risks Every Business Owner Should Know: Part 2

Episode in Poised for Exit
In this episode of Poised for Exit, we welcome back Steve Enzler, Owner and CEO of Tangible Values, for the second half of our deep dive into the cybersecurity threats impacting today’s business owners. In Part 2, Steve shares shocking real-world examples of W-2 and 1099 fraud, including how organized criminal networks are filing thousands of fake returns using stolen business IDs, employee data, and even credit card information. He explains why the first few weeks of January through early March have become the prime window for identity-related tax fraud, and what every business owner and employee must do to protect themselves. We also revisit the essential safeguards required under the FTC Safeguards Rule, breaking them down into physical, technical, and administrative protections. Steve outlines six practical steps that any business can implement immediately, from full-system encryption and auto-updates to multi-factor authentication, network security, and proper incident response. This episode is full of practical guidance, cautionary stories, and straightforward action steps to help you guard against rapidly evolving threats. Next Steps: Learn more at WispBuilder.com Explore PracticePanda.com for client communication Consider enrolling in the IRS Identity Protection PIN Program: Learn More Here Connect with Julie Keyes, Keyestrategies LLC Founder, Consultant, Author, Pod-caster and Instructor
Business and industry 2 months
0
0
1
31:42

Keeping the Family Aligned as the Business Grows

Episode in Poised for Exit
In this episode of Poised for Exit, we talk with Jon Keimig, Executive Director of the University of St. Thomas Family Business Center and a leading voice in multi-generation family business education. Jon shares what he’s seeing inside today’s family-owned companies and why communication often breaks down between generations. He explains why ownership conversations stall, how assumptions build on both sides, and what families can do to create clarity around roles, expectations, and decision-making. Jon also highlights the surprising research showing how many next-gens don’t even know whether they’re owners, and why that uncertainty creates long-term challenges. We dig into the real dynamics behind alignment: understanding which decisions belong to the family, which belong to ownership, and which belong to management. Jon walks through simple frameworks families can use to keep conversations focused, reduce conflict, and build confidence in the next generation as they step into leadership or ownership roles. Finally, we talk about the importance of proactive education, outside advisors, and consistent family meetings to ensure smooth transitions and stronger businesses for generations to come. Next Steps Learn more at: https://stthomas.edu/familybusiness Email Jon directly: familybusiness@stthomas.edu Connect with Julie Keyes, Keyestrategies LLC Founder, Consultant, Author, Pod-caster and Instructor
Business and industry 2 months
0
0
0
28:29

Why Exits Are Transitions, Not Transactions

Episode in Poised for Exit
In this episode of Poised for Exit, we talk with Vincent Renda, a nationally recognized financial advisor with Edward Jones who specializes in helping business owners prepare for life beyond their company. Vincent explains why most owners view an exit as a financial event when, in reality, the real challenge is the transition: identity, purpose, lifestyle, and what comes next. He shares a powerful client story that illustrates how a lack of purpose can stop an exit in its tracks. We also cover the biggest value drivers and detractors, including owner dependency and hidden lifestyle expenses that create major wealth gaps. Vincent highlights why planning three to five years ahead is critical, and why forced exits often happen due to the Five Ds: death, disability, divorce, disagreement, and destruction. Finally, Vincent discusses the tools and collaborative resources Edward Jones provides to help owners build a business that’s sellable, sustainable, and aligned with their long-term goals. Next Steps: Connect with Vincent on LinkedIn for a complimentary review Connect with Julie Keyes, Keyestrategies LLC Founder, Consultant, Author, Pod-caster and Instructor
Business and industry 2 months
0
0
0
28:23

Exit Planner of the Year Joe Seetoo on the Real Work Owners Must Do Before They Exit

Episode in Poised for Exit
In this episode of Poised for Exit, we sit down with Joe Seetoo, Partner at Morton Wealth and the current Exit Planner of the Year. Joe brings a rare blend of wealth management expertise, exit planning insight, and real-world examples that reveal what owners most often overlook when preparing for a transition. Joe shares how Morton Wealth built The Strategist, a flat-fee, exit-focused planning model designed to support owners long before a deal is on the table. He explains why exit planning is a “team sport,” why knowing your number is essential, and how early readiness prevents rushed or poorly structured deals. You’ll learn why estate planning, insurance coverage, cash-flow clarity, and personal preparedness all play a critical role in the outcome of an exit. Joe also walks through Morton Wealth’s all-weather investment philosophy, built on diversified, risk-aware strategies that support owners before, during, and after their transition. This conversation is filled with practical insight for business owners, whether an exit is years away or quickly approaching. Resources from Morton Wealth: Strategist Brochure The Business Owner’s Transition Toolkit Article: “Why Owners Need a General Contractor for Their Exit” Article: “The Hidden Costs of Not Knowing Your Number” Additional Resource Mentioned in This Episode: Julie’s online exit planning course Connect with Julie Keyes, Keyestrategies LLC Founder, Consultant, Author, Pod-caster and Instructor
Business and industry 2 months
0
0
0
30:29

How to Repair Cash Flow and Rebuild Trust with Your Bank

Episode in Poised for Exit
In this episode of Poised for Exit, we welcome Eric Mitchellette, Founder and President of Strategic Business Coach,Inc. Eric shares how business owners can identify and repair cash flow challenges, rebuild trust with their banks, and strengthen the overall financial health of their organizations. With decades of experience as a CFO and turnaround advisor, he offers actionable strategies for improving receivables, creating financial visibility, and fostering productive banking relationships that endure through both good times and bad. Julie and Eric also discuss the most common warning signs of financial distress, the importance of transparent communication with lenders, and how a qualified financial leader can help companies prevent crisis, stabilize operations, and prepare for sustainable growth. Packed with valuable lessons and real-world examples, this episode is a must-listen for business owners who want to stay financially strong, resilient, and ready for what’s next.  Connect with Eric here Learn more about Strategic Business Coach, Inc. here Connect with Julie Keyes, Keyestrategies LLC Founder, Consultant, Author, Pod-caster and Instructor
Business and industry 3 months
0
0
0
25:34

The Hidden Cybersecurity Risks Every Business Owner Should Know

Episode in Poised for Exit
 | In this episode of Poised for Exit, we sit down with Steve Enzler, Owner and CEO of Tangible Values, a professional services firm supporting the accounting community. Steve shares eye-opening insights into cybersecurity risks that most small businesses and even accounting firms don’t realize they’re exposed to. From new IRS and FTC requirements to real-world data breach examples, this conversation sheds light on what every business owner needs to know about protecting client information. You’ll learn about the Written Information Security Plan (WISP) now required for accounting firms, what “personally identifiable information” (PII) really means, and the practical steps any business can take to protect themselves and their clients. Steve also explains how WispBuilder.com, one of Tangible Values’ latest innovations, helps firms easily comply with cybersecurity mandates and avoid devastating fines and data breaches.This is part one of a two-part discussion. Don’t miss part two in a few weeks, where Steve dives deeper into real cases and evolving threats. Learn more about Tangible Values here Resources mentioned: WispBuilder.com: Build and maintain your written information security plan. IRS Publication 4557: Safeguarding Taxpayer Data: A Guide for Your Business. New York Attorney General Settlement Announcement: Press release referenced in this episode. Connect with Julie Keyes, Keyestrategies LLC Founder, Consultant, Author, Pod-caster and Instructor
Business and industry 3 months
0
0
1
32:00

Stepping Into a Family Business Built on Service, Safety, and Purpose

Episode in Poised for Exit
In this episode of Poised for Exit, Erika Scherman, Owner and President of MC Tool & Safety Sales, joins the show to share her journey of stepping into leadership and carrying her family’s business forward. Erika reflects on how she transitioned from a career in the beer industry to running a company centered on service, safety, and strong customer relationships. She discusses the challenges of business succession, managing growth as a small company, and thoughtfully integrating technology like AI while maintaining a personal touch with every client. Together, Erika and Julie explore what it means to lead with purpose, balance legacy with innovation, and find fulfillment in work that keeps people safe and connected. Erika's story is an authentic look at the evolution of a family business and the mindset it takes to build lasting success.   Learn more about MC Tool & Safety Sales here  Connect with Erika here Connect with Julie Keyes, Keyestrategies LLC Founder, Consultant, Author, Pod-caster and Instructor
Business and industry 3 months
0
0
0
27:29

Rethinking HR and Virtual Assistance for the Modern Workplace

Episode in Poised for Exit
In this episode of Poised for Exit, we sit down with Ailee Nelson, Founder and Owner of Approach HR and The VA Solution. Ailee shares how she built two distinct businesses that address different, yet equally important, needs in today’s workplace. Through Approach HR, she helps companies strengthen compliance, retention, and organizational development with strategic human resources support. Through The VA Solution, she connects business leaders with skilled virtual assistants who bring structure, organization, and relief to overloaded teams. In this conversation, Ailee explains how businesses can adapt to new expectations around flexibility, leadership, and work-life balance. She offers insight into how regular employee conversations improve retention and morale, and how delegating administrative work to trusted professionals helps leaders reclaim time and focus on what matters most. Ailee’s insights highlight how thoughtful HR practices and the right support can make any business more scalable, resilient, and ultimately more valuable! Learn more about HR Services with Approach HR here or by emailing ailee@approachmn.com Learn more about Virtual Assistant Services with The VA Solution here or by emailing ailee@thevasolution.com Connect with Ailee here Connect with Julie Keyes, Keyestrategies LLC Founder, Consultant, Author, Pod-caster and Instructor
Business and industry 3 months
0
0
0
24:35

Why Clean Financials Build Trust and Drive Better Business Transitions

Episode in Poised for Exit
In this episode of Poised for Exit, we are excited to be joined again by Heide Olson, Founder & CEO All In One Accounting for Part 2 of the conversation on preparing a company’s books and operations for a successful transition. Heide explains why clean financials, accurate month-end closes, reconciled balance sheets, and meaningful budget reviews are essential to telling a credible story that buyers and stakeholders can trust. Our discussion explores the key metrics every business should track, how technology and automation can save time and reduce risk, and why having a second set of eyes on financials strengthens confidence and value. Heide also highlights the difference between running a lifestyle business and building a transferable asset by sharing real client stories that show how timely reporting can uncover risks and create opportunities. Ultimately, behind every set of numbers is a narrative, and when that story is clear, consistent, and well-documented, it builds confidence for owners, inspires trust from buyers, and sets the stage for a successful transition!   Connect with Heide here Learn more about All In One Accounting here Connect with Julie Keyes, Keyestrategies LLC Founder, Consultant, Author, Pod-caster and Instructor
Business and industry 4 months
0
0
0
29:31

Building Stronger Teams and Business Value Through EQ and AI

Episode in Poised for Exit
In this episode of Poised for Exit, we sit down with Heather Polivka, Founder and CEO of Awesome People Leaders, to explore how leadership, culture, and emotional intelligence drive real business value. Heather shares how her firm helps organizations close leadership gaps, reduce disengagement, and elevate team performance. At the center of our conversation is Awesome EQ, a new AI-powered tool that delivers real-time coaching prompts inside everyday platforms like Outlook, Gmail, and Slack. The tool helps leaders build trust, communicate more effectively, and strengthen team dynamics in the moment. Our discussion touches on why emotional intelligence is such a critical predictor of success, how real-time insights prevent miscommunication and boost retention, and the ways companies have gone through acquisitions without losing key talent. Heather also outlines a three-year roadmap for developing leadership capacity, strengthening culture, and positioning a business for greater value at exit. She emphasizes that in an AI-driven world, the human element becomes even more critical. By combining neuroscience, EQ, and technology, leaders can unlock higher performance while safeguarding company culture and long-term value. Connect with Heather on LinkedIn https://www.linkedin.com/in/heatherpolivka/ Follow Awesome People Leaders on LinkedIn https://www.linkedin.com/company/awesome-people-leaders Visit awesomepeopleleaders.com to learn more https://www.awesomepeopleleaders.com/   Connect with Julie Keyes, Keyestrategies LLC Founder, Consultant, Author, Pod-caster and Instructor
Business and industry 4 months
0
0
0
28:24

What to Expect at the EPI Regional Summit 2025

Episode in Poised for Exit
The Twin Cities business community is preparing for one of the year’s most anticipated gatherings: the EPI Regional Summit. In this week’s episode of Poised for Exit, we’re joined by Todd Krough, President of the EPI Twin Cities Chapter and Wealth Advisor with UMB Bank, for an inside look at what attendees can expect on October 9 at Union Depot in St. Paul. Todd reflects on the evolution of the Owners Forum into today’s Regional Summit and why the Twin Cities Chapter continues to grow in reach and impact. This conversation highlights how the Summit has become a cornerstone event for connecting business owners and advisors, offering fresh insights, meaningful connections, and perspectives that extend well beyond the day itself. This conversation provides a behind-the-scenes look at what makes the Regional Summit such a powerful opportunity, from the energy of the Twin Cities business community to the unique lineup that blends learning, networking, and inspiration. If you’re considering attending, or simply want to understand what sets this event apart, this episode offers the perfect preview of what’s ahead! Learn more & get involved: 🔗 Register for the Regional Summit: DriveValue.com  🔗 Explore upcoming events & chapter details: EPI Twin Cities Chapter  🔗 Connect with the chapter on LinkedIn: EPI Twin Cities LinkedIn Connect with Julie Keyes, Keyestrategies LLC Founder, Consultant, Author, Pod-caster and Instructor
Business and industry 4 months
0
0
0
19:58
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