Poised for Exit
Poised for Exit
Julie Keyes
Why Most Exits Fail and How Planning Changes Everything
24 minutes Posted Jan 28, 2026 at 7:00 pm.
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Show notes
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, an...