
In this episode of Poised for Exit, Dr. Michael Filosi, dentist, exited business owner, and entrepreneur, shares how he transformed a worn-out dental practice with possums in the walls into the largest dental practice in Adelaide, Australia. Ten years after purchasing the struggling business, Michael sold it in just 81 days after receiving offers from four different private equity firms, with no earn-out or required retention period. Michael explains how he created competitive tension among p...
Jul 30
36 min

In this episode of Poised for Exit, Justin Goodbread, Founder and CEO of Relentless Value Coaching, shares how he built a financial advisory firm from the ground up, grew it to an eight-figure valuation in just 49 months, and ultimately exited the business. Drawing from his experience as an advisor, entrepreneur, coach, and business owner, Justin explains why intentional growth begins with thinking like an owner rather than simply operating as a technician. The conversation explores Justin’s...
Jul 22
33 min

In this episode of Poised for Exit, Kristin Nordling, Founder and CEO of Lakeside HR Group, joins the show to discuss why HR should be viewed as a strategic business function—not simply a source of compliance support. Drawing on more than 25 years of experience in HR, recruiting, private equity, and acquisitions, Kristin shares how overlooking the people side of a business can create costly problems during a sale. The conversation explores what effective HR due diligence should uncover, inclu...
Jul 16
39 min

In this episode of Poised for Exit, Matthew Kulp, Senior Vice President of Wealth Management at HUB Retirement and Wealth Management, shares why time is one of the greatest advantages an owner can have when preparing for succession. Drawing from both his advisory work and his own firm’s five-year transition process, Matthew explains how early planning gives owners more options, stronger buyer readiness, and a clearer path to life after the sale. The conversation explores what it takes to prep...
Jul 9
36 min

In this solo episode of Poised for Exit, with the Fourth of July approaching, host Julie Keyes reflects on freedom, entrepreneurship, and the responsibility that comes with building something of value. As America nears its 250th birthday, Julie shares a personal message about what freedom means to her as a business owner, advisor, and entrepreneur. Julie looks back on her own entrepreneurial journey and the motivation, belief, integrity, ambition, and independent thinking that helped guide he...
Jul 2
37 min

In this episode of Poised for Exit, Ann Marie Liotta, CPA and U.S. Wealth Strategist with Gallagher, and Mike Winn, CEPA and Financial Advisor with Chartered Wealth Partners, join the show to discuss POLI, or Partnership-Owned Life Insurance, a planning strategy designed for high-earning business owners, partners, and leadership teams. The conversation explores why this strategy is sometimes described as a “Super Roth,” how it can support tax-free growth and tax-free distributions, and why it...
Jun 25
44 min

In this episode of Poised for Exit, Jen Roth, Founder and CEO of Blue Sparq Marketing, joins the show to discuss how intentional marketing systems can drive sustainable growth and increase business value. Drawing from her experience building and leading marketing agencies, Jen shares how business owners can stop guessing at marketing and build a clear plan that supports growth. The conversation explores why marketing and sales must work together to create a predictable pipeline, how CRM syste...
Jun 18
27 min

In this episode of Poised for Exit, Brian Cox, Partner at Traction Capital, joins the show to discuss what private equity buyers are really looking for when evaluating founder-led businesses. Drawing from his experience as both an entrepreneur and investor, Brian shares practical insights into how business owners can better position themselves for a successful exit. The conversation explores the factors that influence buyer confidence and valuation, including clean financials, succession plan...
Jun 11
25 min

In this milestone 300th episode of Poised for Exit, we celebrate six years of conversations with business owners, advisors, and industry experts. Since launching in 2020, the podcast has grown from a local audience to listeners around the world! In this episode, we sit down with Janice Miller, Managing Partner of Miller Haga Law Group and author of Coopertition. Janice joins the show to discuss the legal side of exit planning and why preparation years in advance can have a significant impact...
Jun 4
31 min

In this episode of Poised for Exit, Anna Coskran, President of NTH, Inc. joins the show to discuss why commercial real estate can play a major role in business transitions and exit planning. Drawing from nearly three decades of experience in commercial real estate and construction management, Anna shares practical insight into how real estate decisions can either support or complicate a successful transition. The conversation explores how leases, building ownership, and property-related oblig...
May 28
29 min
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